OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-12
- IRS object ID
- 201730129349200023
- Schema version
- 2015v3.0
- 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 | 2017-01-12T12:03:53-08:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Marriott CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 East 8th | AddressLine1Txt |
| City | Okmulgee | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731439808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKMULGEE EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKMU | BusinessNameControlTxt |
| Phone | 9185497232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 464 | AddressLine1Txt |
| City | OKMULGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Grimmett | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Greg Marriott CPA | PreparerPersonNm |
| PTIN | P00527969 | PTIN |
| Phone | 9187569180 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $51,766 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,500 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5,456 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $16,810 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,539 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $15,271 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $50,227 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $58,868 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $18,754 | OtherExpensesTotalAmt |
| Total Expenses | $77,622 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$27,395 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $304,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $277,390 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,785 | BOYAmt |
| EOY | $277,390 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,785 | BOYAmt |
| EOY | $277,390 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,785 | BOYAmt |
| EOY | $277,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Provide Resources to Public Schools | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips. | $22,464 | $23,000 |
| Throughout the 2015-16 academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and its teachers. | $20,334 | |
| The Dwight Wilson Scholarship is a separate fund set up to provide scholarship funds for students of Okmulgee Public Schools for tuition costs. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,798 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Mary Lewellen | ||
| President | 3.00 | $0 |
| Paula Brydges | ||
| Vice President | 1.00 | $0 |
| Debbie Gardenhire | ||
| Secretary | 1.00 | $0 |
| David Grimmett | ||
| Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GRIMMETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 N SEMINOLE | AddressLine1Txt |
| City | OKMULGEE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185497222 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $51,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,500 | CurrentTaxYearAmt |
| Total | $223,901 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,500 | CurrentTaxYearAmt |
| Total | $223,901 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $223,901 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,456 | CurrentTaxYearAmt |
| Total | $25,754 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $249,655 | TotalSupportAmt |
| Public Support CY170 | 0.89680 | PublicSupportCY170Pct |
| 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Brochure Mailing | Event1Nm |
| Gross Receipts Event1 | $16,810 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $16,810 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,539 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,810 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $16,810 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,539 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,539 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,271 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Cash Amount Given: $58868 |
| Other Expenses.1 | Misc-Scholarships $8500 |
| Other Expenses.2 | Misc-Discretionary $7433 |
| Other Expenses.3 | Misc-Bulldog Warerhouse $1632 |
| Other Expenses.4 | Letter O Banquet $1189 |
Comments