UNION SCHOOLS EDUCATION FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNION SCHOOLS EDUCATION FOUNDATION INC (EIN 73-1377860)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201841359349302539
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T09:14:48-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453944293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Preston Smith PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 East 63rd Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731377860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Schools Education Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 East 61st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741331926 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ben Reynolds | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9183576014 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Preston Smith CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.207.236.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 16:48:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F3AFD02C89B0F035E895642A1531DFB72E5A9AF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve Nguyen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 East 61st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741331926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $761,568 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unionps.org/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | To promote innovative classroom instruction through teacher grants and to support other union programs benefitting the students and our district. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $258,378 | PYContributionsGrantsAmt |
| CY Contributions Grants | $241,797 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$156 | PYInvestmentIncomeAmt |
| CY Investment Income | $55,764 | CYInvestmentIncomeAmt |
| PY Other Revenue | $65,108 | PYOtherRevenueAmt |
| CY Other Revenue | $110,168 | CYOtherRevenueAmt |
| PY Total Revenue | $323,330 | PYTotalRevenueAmt |
| CY Total Revenue | $407,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $291,763 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $458,643 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,643 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,603 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,804 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,456 | PYOtherExpensesAmt |
| CY Other Expenses | $34,326 | CYOtherExpensesAmt |
| PY Total Expenses | $370,862 | PYTotalExpensesAmt |
| CY Total Expenses | $540,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$47,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$132,843 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,957,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,946,044 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,953,531 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,945,979 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To promote innovative classroom instruction through grants to teachers and to support other union programs that benefit the students and our district. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $506,964 | ExpenseAmt |
| Grant | $454,643 | GrantAmt |
| Desc | Grants to classroom instructors to fund creative teaching methods:Materials to benefit union district students | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,000 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Desc | Scholarships | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $510,964 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ed Kepford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9183576014 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 E 61st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741331926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Tammy Beach | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Julie Stewart | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brett Benge | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Terri Craig | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Cameron | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nikki Frasier | ||||||
| Executive Committee Member | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lori Hill | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carri Matheson | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ann Howell | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ed Kepford | ||||||
| Executive Committee Member | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mike Lyles | ||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Laurie Peterson | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sheffra Stauder | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Misty Turley | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Teala McKenzie | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Todd Wagner | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Nguyen | ||||||
| Executive Committee Member | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jamie Boyd | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Darren Burns | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Erika Coates | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jaime Erazo | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Allyson Foster | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Green | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Merrill | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ben Reynolds | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kaysie Steele | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Steele | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kendra Thompson | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Andi Martin | ||||||
| Trustee | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $241,797 | AllOtherContributionsAmt |
| Total Contributions | $241,797 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,465 | TotalRevenueColumnAmt |
| Exclusion | $27,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $354,042 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $325,743 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,299 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,299 | TotalRevenueColumnAmt |
| Exclusion | $28,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $138,264 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $28,096 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,168 | TotalRevenueColumnAmt |
| Exclusion | $110,168 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,932 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,643 | TotalAmt |
| Program Services | $454,643 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,080 | TotalAmt |
| Program Services | $22,040 | ProgramServicesAmt |
| Management And General | $11,020 | ManagementAndGeneralAmt |
| Fundraising | $11,020 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,523 | TotalAmt |
| Program Services | $2,819 | ProgramServicesAmt |
| Management And General | $352 | ManagementAndGeneralAmt |
| Fundraising | $352 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,271 | TotalAmt |
| Program Services | $6,617 | ProgramServicesAmt |
| Management And General | $827 | ManagementAndGeneralAmt |
| Fundraising | $827 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790 | TotalAmt |
| Program Services | $632 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,056 | TotalAmt |
| Program Services | $3,244 | ProgramServicesAmt |
| Management And General | $406 | ManagementAndGeneralAmt |
| Fundraising | $406 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,653 | TotalAmt |
| Program Services | $3,723 | ProgramServicesAmt |
| Management And General | $465 | ManagementAndGeneralAmt |
| Fundraising | $465 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581 | TotalAmt |
| Program Services | $465 | ProgramServicesAmt |
| Management And General | $58 | ManagementAndGeneralAmt |
| Fundraising | $58 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510 | TotalAmt |
| Program Services | $408 | ProgramServicesAmt |
| Management And General | $51 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,583 | TotalAmt |
| Program Services | $2,867 | ProgramServicesAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
| Fundraising | $358 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOK Trust Service Fees | $10,754 | $8,604 | $1,075 | $1,075 |
| Bank Charges | $937 | $749 | $94 | $94 |
| Printing and Publicatio | $191 | $153 | $19 | $19 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $540,572 | TotalAmt |
| Program Services | $510,964 | ProgramServicesAmt |
| Management And General | $14,804 | ManagementAndGeneralAmt |
| Fundraising | $14,804 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,174 | BOYAmt |
| EOY | $275,486 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,544 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120 | BOYAmt |
| EOY | $120 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,460 | BOYAmt |
| EOY | $1,670,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,298 | BOYAmt |
| EOY | $1,946,044 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,767 | BOYAmt |
| EOY | $65 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,767 | BOYAmt |
| EOY | $65 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,593,386 | BOYAmt |
| EOY | $1,748,802 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,145 | BOYAmt |
| EOY | $197,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,531 | BOYAmt |
| EOY | $1,945,979 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,957,298 | BOYAmt |
| EOY | $1,946,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$132,843 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,291 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,061 | CurrentTaxYearAmt |
| Total | $1,393,030 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $216,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $290,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $380,061 | CurrentTaxYearAmt |
| Total | $1,393,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,393,030 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,465 | CurrentTaxYearAmt |
| Total | $126,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,519,351 | TotalSupportAmt |
| Public Support CY170 | 0.91690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $533,020 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $125,291 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $125,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $407,729 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $407,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $540,572 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $540,572 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $540,572 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Mardigras Ball and Auction | Event1Nm |
| Gross Receipts Event1 | $138,264 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $138,264 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $28,096 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $138,264 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $138,264 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,096 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,096 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $110,168 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Schools | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 East 61st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $454,643 | CashGrantAmt |
| Purpose Of Grant | Teacher and program grants | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The form 990 is reviewed by the treasurer of the organization before filing. |
| Form 990, Part VI, Section B, line 12c | Board members are required to sign documents stating that they have read the policies and procedures and will abide by them. |
| Form 990, Part VI, Section B, line 15a | A subset of the Board of Trustees reviews and determines job description, duties and compensation for the Executive Director based on review of similar non-profit compensation standards. |
| Form 990, Part VI, Section C, line 19 | The documents are available upon request to the organization. |
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