MENTAL HEALTH ASSOCIATION IN TULSA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH ASSOCIATION IN TULSA INC (EIN 73-0657931)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349310742
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:59:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741147002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730657931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH ASSOCIATION IN TULSA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 9185851213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 SOUTH BOULDER AVENUE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BROSE | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 9185851213 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.184.84.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 16:58:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B16614D77C9EA8B7E603846EE737139AE3134DB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 822277AB77ECAA3BEAA4C7B9DC3BE50B9A800069 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH ASSOCIATION OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL BROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 SOUTH BOULDER AVENUE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,781,476 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MHAOK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 261 | TotalEmployeeCnt |
| Total Volunteers | 550 | TotalVolunteersCnt |
| Total Gross UBI | -$104,434 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$191,275 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,229,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,438,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $561,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $409,301 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,701 | PYInvestmentIncomeAmt |
| CY Investment Income | -$191,116 | CYInvestmentIncomeAmt |
| PY Other Revenue | $157,743 | PYOtherRevenueAmt |
| CY Other Revenue | $1,868,261 | CYOtherRevenueAmt |
| PY Total Revenue | $39,023,295 | PYTotalRevenueAmt |
| CY Total Revenue | $18,525,073 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $866,272 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,639,853 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,169,228 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,920 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,586,393 | PYOtherExpensesAmt |
| CY Other Expenses | $2,887,386 | CYOtherExpensesAmt |
| PY Total Expenses | $7,226,246 | PYTotalExpensesAmt |
| CY Total Expenses | $8,922,886 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,797,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,602,187 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,747,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,890,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,789,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,064,704 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,957,588 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,825,738 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,075,351 | ExpenseAmt |
| Grant | $866,272 | GrantAmt |
| Revenue | $780,556 | RevenueAmt |
| Desc | UTILIZING A DEBT-FREE HOUSING DEVELOPMENT MODEL, MENTAL HEALTH ASSOCIATION OKLAHOMA OWNS 25 AFFORDABLE HOUSING PROPERTIES IN 22 NEIGHBORHOODS ACROSS THE CITY OF TULSA AND IN OKLAHOMA CITY. ON ANY GIVEN NIGHT, OUR PORTFOLIO PROVIDES SAFE, DECENT AND AFFORDABLE HOUSING TO MORE THAN 1,500 INDIVIDUALS AND/OR FAMILY MEMBERS. THIS INCLUDES PROVIDING HOUSING FOR HUNDREDS OF PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS AND HAVE A MENTAL ILLNESS, SUBSTANCE ABUSE DISORDER, AND/OR CO-OCCURRING DISORDER. AS A RESULT OF THE HOUSING ASSISTANCE PROVIDED BY OUR AGENCY, MANY INDIVIDUALS SUCCESSFULLY REINTEGRATE BACK INTO THE COMMUNITY AND ARE ONCE AGAIN LIVING AS PRODUCTIVE AND CONTRIBUTING MEMBERS OF THEIR SOCIETY.TO ADD, THE ASSOCIATION ALSO OFFERS AN ARRAY OF SERVICES AND SUPPORTS TO HELP INDIVIDUALS SUSTAIN AND MAINTAIN HOUSING. SUCH SUPPORTS INCLUDE CASE MANAGEMENT SERVICES DESIGNED TO IDENTIFY RESIDENT'S GOALS AND WORK WITH THEM TO ACHIEVE THOSE GOALS, EMPLOYMENT SERVICES DESIGNED TO LINK PROGRAM PARTICIPANTS WITH EMPLOYMENT OPTIONS IN THE COMMUNITY THAT MEET THEIR SKILLS AND INTERESTS, PEER SUPPORTS DESIGNED TO PROVIDE ASSISTANCE AND SUPPORT FOR PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS, MENTAL ILLNESS, AND/OR SUBSTANCE ABUSE DISORDERS FOR THE SAME POPULATION, AND COMMUNITY REINTEGRATION OPPORTUNITIES AND ACTIVITIES DESIGNED TO ASSIST INDIVIDUALS WITH DEVELOPING HEALTHY SOCIAL SUPPORTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $819,597 | ExpenseAmt |
| Revenue | $105,323 | RevenueAmt |
| Desc | IN ADDITION, THE ASSOCIATION DELIVERS A WIDE VARIETY OF RECOVERY SUPPORT SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS AND CO-OCCURRING DISORDERS TO IDENTIFY NEEDS AND PROVIDE CASE MANAGEMENT, PEER SOCIALIZATION, AND ACCESS TO BASIC NEEDS AS REQUESTED BY RECIPIENTS OF SERVICES, (I.E., FOOD, CLOTHING, LEGAL AID, ETC.) THE ASSOCIATION'S RECOVERY PROGRAMS ALSO EMPLOY INDIVIDUALS (PEER SPECIALISTS) WHO ARE UNIQUELY QUALIFIED BASED ON THEIR "PERSONAL" EXPERIENCE WITH MENTAL ILLNESS TO CONNECT WITH AND SERVE PROGRAM PARTICIPANTS. PEER SPECIALISTS WORK WITH INDIVIDUALS THROUGH OUR DROP-IN CENTERS, PEER OUTREACH SERVICES, AND CREATING CONNECTIONS PROGRAM, WHICH ARE ALL DESIGNED TO DEVELOP RELATIONSHIPS, IDENTIFY NEEDS AND PROVIDE THE NECESSARY SUPPORTS AND SERVICES TO ADDRESS THE MULTIFACETED NEEDS THAT OUR CLIENT BASE OFTEN PRESENTS WITH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $533,965 | ExpenseAmt |
| Revenue | $139,102 | RevenueAmt |
| Desc | MENTAL HEALTH ASSISTANCE CENTER - SUNBRIDGE - THE ASSOCIATION'S MENTAL HEALTH ASSISTANCE CENTER - SUNBRIDGE ASSISTS INDIVIDUALS WITH MENTAL HEALTH NEEDS TO ACCESS CARE AND SUPPORT APPROPRIATE TO THEIR NEEDS. THE PROGRAM INCLUDES TWO COMPONENTS: A MENTAL HEALTH ASSISTANCE CENTER AND A PRO BONO COUNSELING PROGRAM FOR QUALIFIED INDIVIDUALS. BOTH ARE DESIGNED TO HELP THOSE WHO MIGHT OTHERWISE "FALL THROUGH THE CRACKS" TO ACCESS THE MENTAL HEALTH CARE THEY NEED. SUNBRIDGE'S MENTAL HEALTH ASSISTANCE LINE HELPS CALLERS TO NAVIGATE A COMPLEX ARRAY OF SERVICES, PROVIDERS AND ELIGIBILITY REQUIREMENTS. CALLERS RECEIVE A CONSULTATION WITH A MENTAL HEALTH PROFESSIONAL WHO ASSISTS THEM IN ASSESSING NEEDS AND ACCESSING APPROPRIATE SERVICES. THE PROFESSIONAL MENTAL HEALTH CONSULTATION MAY INCLUDE MENTAL HEALTH SCREENING, AS WELL AS GUIDANCE IN REFERRAL TO COMMUNITY RESOURCES SUCH AS COUNSELING, CASE MANAGEMENT, OR MEDICATION EVALUATION. INDIVIDUALS NOT ELIGIBLE FOR SERVICES FROM COMMUNITY PROVIDERS ARE REFERRED TO LOCAL MENTAL HEALTH PROFESSIONALS FOR SHORT-TERM, PRO BONO COUNSELING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $892,584 | ExpenseAmt |
| Revenue | $123,000 | RevenueAmt |
| Desc | OTHER PROGRAMS OFFERED BY THE ASSOCIATION INCLUDE OUTREACH AND PREVENTION, ADVOCACY AND PUBLIC POLICY, AND CRIMINAL JUSTICE REFORM. THE ASSOCIATION'S OUTREACH AND PREVENTION SERVICE IS FOCUSED ON EMPOWERING BOTH ENHANCED SAFETY AND ENHANCED CONNECTION BY INCREASING AWARENESS OF MENTAL HEALTH AMONG PEOPLE OF ALL AGES. PROGRAMS INCLUDE SCHOOL AND COMMUNITY BASED MENTAL HEALTH INFORMATION, EDUCATION, SCREENING, AND REFERRAL PROGRAMS FOCUSED ON REDUCING THE IMPACT OF MENTAL ILLNESS, ADDICTION, SUICIDE, VIOLENCE AND TRAUMA ON FAMILIES AND COMMUNITIES. IN ITS ADVOCACY AND PUBLIC POLICY PROGRAM, THE ASSOCIATION SEEKS TO CREATE ATTAINABLE AND SUSTAINABLE IMPROVEMENTS IN THE POLICIES AND PRACTICES THAT IMPACT OKLAHOMANS AFFECTED BY MENTAL ILLNESS. THE ASSOCIATION PROVIDES A NEUTRAL TABLE AROUND WHICH INDIVIDUALS WHO ACCESS MENTAL HEALTH SERVICES INCLUDING FAMILIES, PROFESSIONALS, AND COMMUNITY LEADERS CAN MEET TO DISCUSS SYSTEMIC PROBLEMS AND DEVELOP CREATIVE, MUTUALLY BENEFICIAL STRATEGIES FOR ADDRESSING THEM. OUR CRIMINAL JUSTICE REFORM PROGRAM SEEKS TO REDUCE THE PRISON POPULATION, SAVE MONEY, AND MAKE OKLAHOMA COMMUNITIES SAFER BY ADDRESSING THE ROOT CAUSES OF CRIME AND HELPING RETURN PEOPLE, WHO HAVE COMMITTED LOW LEVEL OFFENSES, TO PRODUCTIVE LIVES IN THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $892,584 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $123,000 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,321,497 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 261 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185851213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 SOUTH BOULDER AVENUE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TERRIE SHIPLEY | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN WEST | ||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HAMILTON | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRADY NGUYEN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MADISON BAIRD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA BARRY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY BRANDENBURG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA CALLAHAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AL CARLOZZI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KERI COOPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEREDITH DAVISON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE DEES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLINT DISHMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN DODD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT FIKE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN FUENTE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BERNA GOETZINGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM HAANEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATY INHOFE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ELLEN JONES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY KEMP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN KING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY MACON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN MCCALLUM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE REGAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA SHERMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARRISON SMITH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN WAMBOLD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NICOLE WASHINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIENNE WATT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BROSE | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $109,584 | $0 | $7,180 | Yes (X) | |
| PAUL DAVIS | ||||||
| CHIEF ADMINISTRATION OFFICER | 40.00 | $77,440 | $0 | $7,180 | Yes (X) | |
| WENDI COOK-FRALICK | ||||||
| CHIEF PROGRAM OFFICER | 40.00 | $85,265 | $0 | $7,180 | Yes (X) | |
| GREG SHINN | ||||||
| CHIEF HOUSING OFFICER/ASSOC. DIR. | 40.00 | $93,881 | $0 | $7,180 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $366,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,720 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LD KERNS CONTRACTORS INC | |||||
| 1124 W MAIN | JENKS | OK | 74037 | CONSTRUCTION | $376,085 |
| RED RIVER ROOFING CO INC | |||||
| PO BOX 6846 | EDMOND | OK | 73083 | ROOFING | $110,006 |
| PHOENIX PLUMBING WORK | |||||
| 10132 S 177TH E AVE | BROKEN ARROW | OK | 74011 | PLUMBING | $100,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,164,030 | FederatedCampaignsAmt |
| Fundraising | $606,600 | FundraisingAmt |
| Government Grants | $3,468,662 | GovernmentGrantsAmt |
| All Other Contributions | $11,199,335 | AllOtherContributionsAmt |
| Noncash Contributions | $45,375 | NoncashContributionsAmt |
| Total Contributions | $16,438,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SYMPOSIUM | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $409,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $409,301 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $409,301 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,912 | TotalRevenueColumnAmt |
| Exclusion | $46,912 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,586,485 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,705,134 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,881,351 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,881,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $612,866 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$104,434 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,372,919 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,596,749 | SecuritiesAmt |
| Other | $425,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,602,328 | SecuritiesAmt |
| Other | $657,449 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,579 | SecuritiesAmt |
| Other | -$232,449 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$238,028 | TotalRevenueColumnAmt |
| Exclusion | -$238,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $152,588 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $606,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $291,492 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$138,904 | TotalRevenueColumnAmt |
| Exclusion | -$138,904 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $125,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,814 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $125,814 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,525,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,147,981 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$104,434 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,042,899 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,368 | TotalAmt |
| Program Services | $343,368 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,904 | TotalAmt |
| Program Services | $522,904 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,890 | TotalAmt |
| Program Services | $278,216 | ProgramServicesAmt |
| Management And General | $103,579 | ManagementAndGeneralAmt |
| Fundraising | $13,095 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,748,719 | TotalAmt |
| Program Services | $2,651,334 | ProgramServicesAmt |
| Management And General | $970,539 | ManagementAndGeneralAmt |
| Fundraising | $126,846 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,371 | TotalAmt |
| Program Services | $552,460 | ProgramServicesAmt |
| Management And General | $119,674 | ManagementAndGeneralAmt |
| Fundraising | $21,237 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,248 | TotalAmt |
| Program Services | $244,516 | ProgramServicesAmt |
| Management And General | $76,295 | ManagementAndGeneralAmt |
| Fundraising | $11,437 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,018 | TotalAmt |
| Program Services | $272,018 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,738 | TotalAmt |
| Program Services | $54,897 | ProgramServicesAmt |
| Management And General | $23,841 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,100 | TotalAmt |
| Management And General | $29,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,448 | TotalAmt |
| Program Services | $75,448 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,503 | TotalAmt |
| Program Services | $383,491 | ProgramServicesAmt |
| Management And General | $69,962 | ManagementAndGeneralAmt |
| Fundraising | $4,050 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,072 | TotalAmt |
| Program Services | $19,604 | ProgramServicesAmt |
| Management And General | $1,443 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,240 | TotalAmt |
| Program Services | $28,646 | ProgramServicesAmt |
| Management And General | $69,115 | ManagementAndGeneralAmt |
| Fundraising | $10,479 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,683 | TotalAmt |
| Program Services | $55,231 | ProgramServicesAmt |
| Management And General | $404,431 | ManagementAndGeneralAmt |
| Fundraising | $5,021 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,496 | TotalAmt |
| Program Services | $89,291 | ProgramServicesAmt |
| Management And General | $83,205 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,249 | TotalAmt |
| Program Services | $57,157 | ProgramServicesAmt |
| Management And General | $160,831 | ManagementAndGeneralAmt |
| Fundraising | $2,261 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,562 | TotalAmt |
| Program Services | $15,782 | ProgramServicesAmt |
| Management And General | $28,699 | ManagementAndGeneralAmt |
| Fundraising | $6,081 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,329 | TotalAmt |
| Management And General | $23,329 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,255 | TotalAmt |
| Program Services | $28,589 | ProgramServicesAmt |
| Management And General | $75,666 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,360 | TotalAmt |
| Program Services | $126,626 | ProgramServicesAmt |
| Management And General | $8,855 | ManagementAndGeneralAmt |
| Fundraising | $879 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $328,408 | $328,408 | ||
| SUPPLIES | $116,990 | $83,292 | $32,284 | $1,414 |
| COMMUNICATIONS | $103,019 | $50,788 | $51,433 | $798 |
| UNCOLLECTIBLE ACCOUNTS | $49,822 | $49,230 | $592 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,094 | TotalAmt |
| Program Services | $10,201 | ProgramServicesAmt |
| Management And General | $62,596 | ManagementAndGeneralAmt |
| Fundraising | $2,297 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,922,886 | TotalAmt |
| Program Services | $6,321,497 | ProgramServicesAmt |
| Management And General | $2,395,469 | ManagementAndGeneralAmt |
| Fundraising | $205,920 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,772,251 | BOYAmt |
| EOY | $8,192,685 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,450 | BOYAmt |
| EOY | $449,692 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303,589 | BOYAmt |
| EOY | $297,739 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,606,196 | BOYAmt |
| EOY | $15,682,298 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,958 | BOYAmt |
| EOY | $398,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,761,825 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,724,888 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,629,769 | BOYAmt |
| EOY | $54,036,937 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,379 | BOYAmt |
| EOY | $1,899,458 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,815,267 | BOYAmt |
| EOY | $4,815,267 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,345,390 | BOYAmt |
| EOY | $1,117,590 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,747,249 | BOYAmt |
| EOY | $86,890,442 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,469,941 | BOYAmt |
| EOY | $1,452,139 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,695 | BOYAmt |
| EOY | $173,388 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,573,200 | BOYAmt |
| EOY | $9,297,791 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,825 | BOYAmt |
| EOY | $141,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,789,661 | BOYAmt |
| EOY | $11,064,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,526,887 | BOYAmt |
| EOY | $54,155,150 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,273,201 | BOYAmt |
| EOY | $21,513,088 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,500 | BOYAmt |
| EOY | $157,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,957,588 | BOYAmt |
| EOY | $75,825,738 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,747,249 | BOYAmt |
| EOY | $86,890,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,602,187 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,503 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $212,460 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $9,421,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,834,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,558,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,544,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,591,215 | CurrentTaxYearAmt |
| Total | $83,950,535 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,421,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,834,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,558,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,544,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,591,215 | CurrentTaxYearAmt |
| Total | $83,950,535 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,133,400 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,817,135 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,980,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,642,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,396,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,481,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,505,801 | CurrentTaxYearAmt |
| Total | $19,007,701 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,814 | CurrentTaxYearAmt |
| Total | $1,029,518 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $103,987,754 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,425,101 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56360 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,160 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,160 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,250,290 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,269,450 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $513,473 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $128,368 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $435,049 | CurrentYearMinus3Amt |
| Current Year Minus2 | $502,631 | CurrentYearMinus2Amt |
| Current Year Minus1 | $495,577 | CurrentYearMinus1Amt |
| Current Year | $513,473 | CurrentYearAmt |
| Total | $1,946,730 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,920,095 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,384 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,949 | CurrentYearMinus1Amt |
| Current Year | $19,160 | CurrentYearAmt |
| Total | $30,993 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $108,762 | CurrentYearMinus3Amt |
| Current Year Minus2 | $125,658 | CurrentYearMinus2Amt |
| Current Year Minus1 | $123,894 | CurrentYearMinus1Amt |
| Current Year | $128,368 | CurrentYearAmt |
| Total | $486,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $730,023 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,000 | CurrentYearAmt |
| Total | $5,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,548,231 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,367,050 | OtherExpendituresAmt |
| End Year Balance | $1,186,970 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,540,555 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,676 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,548,231 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,641,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $898,964 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,540,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,080,059 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $561,532 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,641,591 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $966,856 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $113,403 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,080,059 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13270 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,702,865 | OtherCostOrOtherBasisAmt |
| Book Value | $4,702,865 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,384,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,281,218 | DepreciationAmt |
| Book Value | $48,103,345 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $315,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,538 | DepreciationAmt |
| Book Value | $37,310 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,358,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,165,132 | DepreciationAmt |
| Book Value | $1,193,417 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,036,937 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN YALE APARTMENTS, LLC | Desc |
| Book Value | $4,815,267 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,815,267 | TotalBookValueProgramRltdAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION'S STRATEGY FOR ITS ENDOWMENT INVESTMENTS IS TO EMPHASIZE LONG-TERM CAPITAL GROWTH WHILE ACHIEVING RETURNS IN EXCESS OF THE RATE OF INFLATION. THE ASSOCIATION'S STRATEGY IS SECONDARILY DESIGNED TO GENERATE INVESTMENT RETURN AS A SUPPLEMENTAL SOURCE OF UNRESTRICTED REVENUE TO SUPPORT THE ASSOCIATION'S PROGRAMS. THESE RETURNS ARE CURRENTLY INTENDED TO BE AVAILABLE INSOFAR AS ANNUAL DISTRIBUTIONS DO NOT EXCEED FIVE PERCENT OF THE AVERAGE MARKET VALUE DURING THE PREVIOUS EIGHT QUARTERS; HOWEVER, AT NO TIME MAY DISTRIBUTIONS DECREASE THE PORTFOLIO BELOW THE PERMANENTLY RESTRICTED NET ASSETS' CORPUS. THE ENDOWMENT FUND WAS ESTABLISHED WITH $760,000 OF BOARD RESERVED NET ASSETS AND $150,000 OF PERMANENTLY RESTRICTED NET ASSETS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARNIVALE GALA | Event1Nm |
| Gross Receipts Event1 | $759,188 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $606,600 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $152,588 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $158,636 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $67,400 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $26,241 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,215 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $759,188 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $606,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $152,588 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $158,636 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $67,400 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $26,241 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,215 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $291,492 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$138,904 | 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 | TRANSITIONAL LIVING CENTERS OF OKLAHOMA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S ELGIN AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300539205 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Non Cash Assistance | $343,368 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | HARTFORD HOUSE | NonCashAssistanceDesc |
| Purpose Of Grant | HOUSING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | VARIOUS ASSISTANCE TO INDIVIDUALS | GrantTypeTxt |
| Recipient | 1654 | RecipientCnt |
| Non Cash Assistance | $522,904 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | TRANSPORTATION, CLOTHING, FOOD, RENT AND OTHER ASSISTANCE. | NonCashAssistanceDesc |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $45,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DETERMINATION | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $375 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUE OF CARD | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 20 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH, PREVENTING MENTAL DISORDERS AND ACHIEVING VICTORY OVER MENTAL ILLNESS THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE AND HOUSING. OUR VISION IS A JUST, HUMANE AND HEALTHY SOCIETY IN WHICH ALL PEOPLE ARE ACCORDED RESPECT, DIGNITY AND THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL, FREE FROM STIGMA AND PREJUDICE. AS SUCH, WE ADVOCATE FOR THE RIGHTS OF OTHERS, MONITOR LEGISLATION, DISTRIBUTE EDUCATIONAL MATERIALS, PROVIDE TRAINING OPPORTUNITIES, MAKE REFERRALS FOR SERVICES, PROVIDE ADULTS WITH MENTAL ILLNESS OPPORTUNITIES FOR SOCIALIZATION, VOCATIONAL AND LIFE SKILLS TRAINING, ASSIST IN DEVELOPMENT OF SELF-EMPOWERMENT SKILLS, DEVELOP IMPROVED ACCESS TO AND COORDINATION AMONG EXISTING LEGAL SERVICES FOR LOW INCOME, DISABILITY-IMPACTED INDIVIDUALS, LEVERAGE PRO BONO LEGAL SERVICES OR REPRESENT INDIVIDUALS WITH MENTAL ILLNESS AND OTHER DISABILITIES AS THEY NEGOTIATE THE LEGAL SYSTEM AND PROVIDE A RANGE OF APPROPRIATE HOUSING SERVICES TO ELIMINATE HOMELESSNESS AND CREATE AN OPTIMAL ENVIRONMENT FOR RECOVERY, INDEPENDENCE AND EMPOWERMENT AMONG THOSE WITH MENTAL ILLNESS, INCLUDING THOSE WITH DUAL DIAGNOSES. |
| FORM 990, PART III, LINE 1 | MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH, PREVENTING MENTAL DISORDERS, AND ACHIEVING VICTORY OVER MENTAL ILLNESS THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE, AND HOUSING. |
| FORM 990, PART III, LINE 2 | FIRST PROJECT THE MENTAL HEALTH ASSOCIATION OKLAHOMA (MHAOK) IS CURRENTLY IN THE PROCESS OF IMPLEMENTING A NEW SUPPORTED "EMPLOYMENT" PROGRAM AT THE AGENCY. THIS SUPPORTED EMPLOYMENT PROGRAM IS BEING MADE POSSIBLE VIA COLLABORATION BETWEEN THE SOCIAL SECURITY ADMINISTRATION (SSA) AND THE WESTAT IPS EMPLOYMENT CENTER, WHICH IS BASED OUT OF BALTIMORE, MARYLAND. THE INTENT OF THIS PROGRAM IS TO IDENTIFY AND PROVIDE SERVICES TO INDIVIDUALS WHO HAVE RECEIVED DENIAL LETTERS FROM THE SOCIAL SECURITY ADMINISTRATION BASICALLY STATING THAT BASED ON THEIR MEDICAL AND/OR MENTAL HEALTH HISTORY PRESENTED, THE HISTORICAL DOCUMENTATION WAS NOT SUFFICIENT ENOUGH TO JUSTIFY A MONTHLY FINANCIAL ALLOTMENT OR INSURANCE BENEFITS FROM THE SSA I.E. SSL/SSDI FROM THIS POINT, THESE VERY INDIVIDUALS WOULD BE GIVEN AN OPPORTUNITY TO PARTICIPATE IN THE SUPPORTED EMPLOYMENT PROGRAM AND OBTAIN ASSISTANCE BY INDIVIDUALIZED PLACEMENT AND SUPPORT (IPS) COUNSELORS WITH GAINING EMPLOYMENT IN THE COMMUNITY. THE SUPPORTED EMPLOYMENT CONTRACT BETWEEN MHAOK & WESTAT/SSA WAS SIGNED ON JULY, 19TH, 2017. HOWEVER, THE OFFICIAL START DATE OF THE PROGRAM IS SLATED FOR SEPTEMBER 15TH, 2017. PROJECTED SUCCESS: THE OVERALL EXPECTED GOAL OF THE INTERVENTION(S) AND/OR SUPPORTS PROVIDED TO THE PARTICIPANTS IN THIS PROGRAM IS THAT THEY OBTAIN SUBSTANTIAL GAINFUL ACTIVITY(EMPLOYMENT). THE PROGRAM SERVICE RECIPIENTS WILL RECEIVE CASE MANAGEMENT ASSISTANCE FROM EMPLOYMENT SPECIALIST WITH THE INTENTION OF GETTING THEM ENGAGED IN COMPETITIVE EMPLOYMENT WITHIN THE COMMUNITY IN WHICH THEY LIVE. THE TOTAL NUMBER OF INDIVIDUALS SLATED TO PARTICIPATE IN THE PROGRAM IS EIGHTY (80). SECOND PROJECT IN MAY OF 2017 THE MENTAL HEALTH ASSOCIATION OKLAHOMA (MHAOK) OFFICIALLY EXECUTED THE TAKEOVER OF A VERY EXPANSIVE HOUSING AND URBAN DEVELOPMENT (HUD) GRANT, WHICH WAS ORIGINALLY MANAGED BY THE CITY RESCUE MISSION (CRM) IN OKLAHOMA CITY, OKLAHOMA. THE TRANSFER OF THIS NEW CONTRACT AGREEMENT FROM CRM TO MHAO WAS MADE OFFICIAL BY THE CITY OF OKLAHOMA CITY AND THE GRANT IS NOW CALLED THE "MHA SUPPORTIVE HOUSING". THIS LEGAL PROCESS WAS NECESSARY AS IT ALLOWED MHAOK TO FULLY ACTIVATE AND INITIATE DELIVERY OF FINANCIAL LEASING ASSISTANCE TO INDIVIDUALS OR FAMILIES WHO ARE DEEMED FORMERLY CHRONICALLY HOMELESS. THIS TYPE OF ASSISTANCE IS CRITICALLY IMPORTANT AS IT CREATES OPPORTUNITIES FOR INDIVIDUALS WHO POSSESS CHECKERED CRIMINAL BACKGROUNDS, POOR RENTAL HISTORIES, AND/OR MENTAL INSTABILITY WHO OFTEN ARE DENIED ACCESS TO A BROAD ARRAY OF SERVICES, PARTICULARLY HOUSING, BASED ON THESE VERY FACTORS. SUCCESS: OUTREACH AND CASE MANAGEMENT (LINKAGE TO COMMUNITY RESOURCES) SERVICES ARE PROVIDED TO ALL OF THE FAMILY MEMBERS/INDIVIDUALS WHO RESIDE IN THE UNITS THAT ARE PRESENTLY OCCUPIED. OUT OF THE 40 HOUSEHOLD UNITS THAT THE HUD GRANT SUPPORTS, THE MHOAK SUPPORTED HOUSING STAFF CURRENTLY HAVE 33 FORMERLY CHRONICALLY HOMELESS FAMILIES HOUSED; WHICH CONSIST 90 FAMILY MEMBERS IN TOTAL. THERE ARE 7 VACANCIES CURRENTLY, AND THE MHAOK STAFF ARE IN COLLABORATION WITH OUR LEASING MANAGEMENT GROUP, PRICE EDWARDS, TO LEASE THOSE VACANCIES TO FAMILIES AS SOON AS POSSIBLE. THIRD PROJECT ON JULY 13TH, 2017 THE ASSOCIATION EXECUTED ITS SECOND HOUSING AND URBAN DEVELOPMENT (HUD) SUPPORTED HOUSING GRANT, "LTS OKC APARTMENTS", WITH THE CITY OF OKLAHOMA CITY. THIS GRANT WILL SUPPORT ANOTHER NINE (9} FORMERLY CHRONICALLY HOMELESS INDIVIDUALS OR FAMILIES WITH HUD FUNDING THROUGH THE CONTINUUM OF CARE (COC}. THE OFFICIAL START DATE HAS YET TO BE DETERMINED, ALTHOUGH, IT IS LIKELY TO BE JANUARY 1ST 2018. TOTAL GRANT AWARD IS $104, 772, FOR LEASING, SERVICES AND ADMINISTRATION. PROJECTED SUCCESS: THE INDIVIDUALS SELECTED TO PARTICIPATE IN THE LTS OKC HUD GRANT WILL RECEIVE ON-GOING OUTREACH AND CASE MANAGEMENT ASSISTANCE. THIS ASSISTANCE WILL COME IN THE FORM OF HELPING THE TENANT GAIN ACCESS TO BASIC LIVING NEEDS SUCH AS FOOD, CLOTHING, MEDICAL AND MENTAL SUPPORTS, OR OTHER NEEDS AS REQUESTED BY THE TENANT. THE INTENT OF THIS SUPPORT IS TO ASSURE THAT THE CHOSEN TENANT EXHIBITS LONG TERM SUCCESS WITH OBTAINING SUCCESSFUL INDEPENDENT LIVING IN THE COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE, AS PART OF THE ASOCIATION'S BOARD OF DIRECTORS, WAS PROVIDED AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 FOR REVIEW AND COMMENTS PRIOR TO SUBMISSION. AN ELECTRONIC COPY IS AVAILABLE TO ALL MEMBERS OF THE ASSOCIATION'S BOARD OF DIRECTORS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | ASSOCIATION BOARD MEMBERS, AGENTS, AND VOLUNTEERS REPRESENTING THE ORGANIZATION AGREE TO ABIDE BY THE ASSOCIATION'S CODE OF CONDUCT AND TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST THAT MAY ARISE. ALL BOARD MEMBERS, AGENTS, AND VOLUNTEERS RECEIVE THE REQUIRED PREREQUISITE ORIENATION AND RECEIVE AND SIGN A COPY OF THE CODE OF CONDUCT. BOARD MEMBERS, AGENTS, OR VOLUNTEERS DISCLOSING SAID CONFLICT OF INTEREST MUST VOLUNTARILY RESIGN FROM THEIR POSITION WITHIN THE ASSOCIATION. FAILURE TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST MAY RESULT IN IMMEDIATE TERMINATION OR OTHER DISCIPLINARY ACTION AS SET FORTH IN THE CODE OF CONDUCT DOCUMENT UNDER "DISCIPLINARY ACTION FOR UNPROFESSIONAL CONDUCT". ASSOCIATION BOARD MEMBERS ARE REQUIRED TO SIGN THE ASSOCIATION'S CODE OF CONDUCT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ASSOCIATION'S BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE ASSOCIATION'S EXECUTIVE DIRECTOR, ALONG WITH INPUT FROM THE ASSOCIATE DIRECTOR AND THE CHIEF FINANCIAL OFFICER, DISCUSS AND DETERMINE COMPENSATION FOR THE OTHER ASSOCIATION STAFF. FACTORS TAKEN INTO ACCOUNT IN MAKING THESE DECISIONS INCLUDE COMPARISONS TO OTHER ORGANIZATIONS, SUCH AS THROUGH COMPENSATION SURVEYS, AS WELL AS EQUITY WITHIN THE ASSOCIATION. ANNUAL PERFORMANCE APPRAISALS HAVE ALSO BEEN IMPLEMENTED TO ASSIST WITH THIS PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE PROVIDED UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTOAK HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE APARTMENTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 SOUTH BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 71119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263980455 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH ASSOCIATION IN TULSA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$140,302 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,799,023 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.53410 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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