MORNINGCREST HEALTHCARE FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MORNINGCREST HEALTHCARE FOUNDATION (EIN 04-3815973)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-24
IRS object ID
201612989349300101
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-24T08:00:37-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 S UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741147002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043815973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORNINGCREST HEALTHCARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORNBusinessNameControlTxt
Phone9183920750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG FOLANDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9183920750PhoneNum
Signature2016-10-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone9187452333PhoneNum
Preparation2016-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG FOLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,158,875GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICESActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$55,614PYContributionsGrantsAmt
CY Contributions Grants$40,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,894,030PYInvestmentIncomeAmt
CY Investment Income$3,453,398CYInvestmentIncomeAmt
PY Other Revenue$10,376PYOtherRevenueAmt
CY Other Revenue$4,735CYOtherRevenueAmt
PY Total Revenue$4,960,020PYTotalRevenueAmt
CY Total Revenue$3,498,133CYTotalRevenueAmt
PY Grants And Similar Paid$4,931,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,107,919CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$230,807PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$242,998CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$246,602PYOtherExpensesAmt
CY Other Expenses$242,581CYOtherExpensesAmt
PY Total Expenses$5,408,409PYTotalExpensesAmt
CY Total Expenses$3,593,498CYTotalExpensesAmt
PY Revenues Less Expenses-$448,389PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$95,365CYRevenuesLessExpensesAmt
Total Assets BOY$86,359,856TotalAssetsBOYAmt
Total Assets EOY$81,977,316TotalAssetsEOYAmt
Total Liabilities BOY$1,416,349TotalLiabilitiesBOYAmt
Total Liabilities EOY$898,244TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$84,943,507NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$81,079,072NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS OF THE TULSA, OKLAHOMA METROPOLITAN STATISTICAL AREA WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,357,316ExpenseAmt
Grant$1,357,316GrantAmt
DescA $1,357,316 GRANT WAS MADE TO THE UNIVERSITY OF TULSA FOR FUNDING THE START UP PHASE FOR 1) ESTABLISHING A MASTER'S PROGRAM IN HEALTH CARE DELIVERY SCIENCES; 2) ESTABLISHING A DOCTOR OF NURSING PRACTICE PROGRAM; 3) PROVIDING CAPITAL AND OPERATING FUNDS FOR TRUE BLUE NEIGHBORS BEHAVIORAL HEALTH CLINIC; AND 4) BECOMING AN ALBERT SCHWEITZER FELLOWSHIP INSTITUTION. EACH OF THESE PROGRAMS ARE INTENDED TO IMPACT THE HEALTH STATUS OF THE COMMUNITY AND HAVE A LONGER TERM IMPACT IN IMPROVING THE HEALTH CARE DELIVERY MODEL OF THE COMMUNITY. THESE FOUR INITIATIVES ARE UNDER THE NEWLY CREATED OXLEY COLLEGE OF HEALTH SCIENCES AT THE UNIVERSITY OF TULSADesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$653,400ExpenseAmt
Grant$653,400GrantAmt
DescFUNDING TO THE COMMUNITY SERVICE COUNCIL - OKLAHOMA CARRERA INITIATIVE TO SUPPORT FOUR FAMILY LIFE AND SEXUALITY EDUCATORS IN UNION PUBLIC SCHOOLS. THE CARRERA ADOLESCENT PREGNANCY PREVENTION PROGRAM SHIFTS STUDENTS AWAY FROM EARLY PARENTHOOD TO DEVELOPING PERSONAL GOALS, IMPROVING SEXUAL LITERACY AND CULTIVATING ASPIRATIONS FOR A PRODUCTIVE FUTURE, BREAKING THE CYCLE OF POVERTY AND DESPAIR. THE PROGRAM CURRENTLY SERVICES 800+ STUDENTS IN GRADES 6-9 AND IS PLANNED TO EXPAND INTO THE HIGH SCHOOL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$250,000ExpenseAmt
Grant$250,000GrantAmt
DescA GRANT WAS MADE TO COMMUNITY HEALTH CONNECTION FOR ADDITIONAL SUPPORT IN AREAS FOCUSED ON WOMEN'S AND CHILDREN'S HEALTH SERVICES. THE GRANT WAS USED TO UNDERWRITE UNINSURED PEDIATRIC, PEDIATRIC DENTAL, AND OBSTETRIC DENTAL VISITS. SEVERAL PIECES OF EQUIPMENT WERE PURCHASED ALONG WITH OPERATIONAL SUPPORT TO AID IN THE APPROXIMATELY 800 PEDIATRIC PANEL EXPANSION. OPERATING SUPPORT WAS INCLUDED TO DEVELOP A TEEN FRIENDLY CLINIC IN SUPPORT OF THE TULSA CAMPAIGN TO PREVENT TEENAGE PREGNANCY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$892,378ExpenseAmt
Grant$847,203GrantAmt
DescA $250,000 GRANT WAS MADE TO THE YMCA OF GREATER TULSA FOR THE RENOVATION/EXPANSION OF THE TANDY FAMILY YMCA. A $181,653 GRANT WAS MADE TO THE FOUNDATION FOR OSU MEDICAL CENTER FOR EQUIPMENT IN THE MATERNAL/CHILD AREA. A $120,000 GRANT WAS MADE TO COMMUNITY SERVICE COUNCIL IN SUPPORT OF THE SPROUTS DEVELOPMENTAL TESTING PROGRAM FOR EARLY CHILDHOOD SCREENING. AN $80,550 GRANT WAS MADE TO THE TULSA PUBLIC SCHOOLS TO PILOT A LEARNING/EXERCISE PROGRAM IN AN AT RISK SCHOOL. A $50,000 GRANT WAS MADE TO THE YMCA OF GREATER TULSA TO SUPPORT THE SUMMER LEARNING INSTITUTE HELPING YOUNG CHILDREN WITH HEALTHY SUMMER ACTIVITIES. A $50,000 GRANT WAS MADE TO TULSA COUNTY MEDICAL SOCIETY FOUNDATION TO SUPPORT VOLUNTEER SPECIALITY PHYSICIAN SERVICES FOR PATIENTS WITHOUT AN ABILITY TO PAY. A $30,000 GRANT WAS MADE TO EASTERN OKLAHOMA DENTAL SERVICES TO SUPPORT VOLUNTEER DENTAL SERVICES FOR PATIENTS WITHOUT AN ABILITY TO PAY. A $25,000 GRANT WAS MADE TO ARUBAH COMMUNITY CLINIC TO EXPAND THE HOUR OF SERVICE FOR PATIENTS WITHOUT AN ABILITY TO PAY. A $25,000 GRANT WAS MADE TO A NEW LEAF TO SUPPORT A PILOT PROJECT FOR A COMMUNITY GARDEN WITH MOST OF THE PRODUCE GIVEN TO OTHER NON PROFIT AGENCIES. A $20,000 GRANT WAS MADE TO VISITING NURSE ASSOCIATION TO EXPAND THEIR PROGRAM THAT PROVIDES MEDICAL CARE TO PATIENT WITHOUT THE ABILITY TO PAY. A $15,000 GRANT WAS MADE TO THE MARGARET HUDSON PROGRAM TO SUPPORT THEIR MEDICAL SERVICES PROVIDED TO TEENAGE PARENTS ATTENDING THE SCHOOL.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$892,378TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$847,203TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$3,153,094TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREG FOLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9183920750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL E BARTLETT
CHAIRMAN0.500.20Yes (X)Yes (X)$0$0$0
SHARON J BELL
VICE CHAIRMAN0.300.10Yes (X)Yes (X)$0$0$0
DAVID L CLEVELAND
DIRECTOR0.500.20Yes (X)$0$0$0
BARRY M DAVIS
DIRECTOR0.300.10Yes (X)$0$0$0
LEONARD J EATON JR
DIRECTOR0.300.10Yes (X)$0$0$0
ROGER V HAGLUND MD
DIRECTOR0.300.10Yes (X)$0$0$0
WH HELMERICH IV
SECRETARY0.500.20Yes (X)Yes (X)$0$0$0
SUSANNAH H ADELSON
DIRECTOR0.300.10Yes (X)$0$0$0
LISA Z CLARK
DIRECTOR0.300.10Yes (X)$0$0$0
SUSAN C STONE
DIRECTOR0.300.10Yes (X)$0$0$0
GITA D MESHRI DO
DIRECTOR0.300.10Yes (X)$0$0$0
ELIZABETH K HALL
DIRECTOR0.300.10Yes (X)$0$0$0
MICHAEL P LAPOLLA
DIRECTOR0.300.10Yes (X)$0$0$0
MARC S MILSTEN MD
DIRECTOR0.300.10Yes (X)$0$0$0
SARAH-ANNE SCHUMANN MD
DIRECTOR0.300.10Yes (X)$0$0$0
GREG FOLAND
TREASURER35.005.00Yes (X)$141,398$0$26,835
FieldValueIRS element (for citing)
Total Reportable Comp From Org$141,398TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$26,835TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$40,000RelatedOrganizationsAmt
Noncash Contributions$40,000NoncashContributionsAmt
Total Contributions$40,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,558,345TotalRevenueColumnAmt
Exclusion$2,558,345ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,735TotalRevenueColumnAmt
Exclusion$4,735ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,555,795SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,660,742SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$895,053SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$895,053TotalRevenueColumnAmt
Exclusion$895,053ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,498,133TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,458,133ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,107,919TotalAmt
Program Services$3,107,919ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$168,233TotalAmt
Program Services$42,058ProgramServicesAmt
Management And General$126,175ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$47,060TotalAmt
Management And General$47,060ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,687TotalAmt
Management And General$7,687ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,551TotalAmt
Management And General$7,551ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,467TotalAmt
Program Services$3,117ProgramServicesAmt
Management And General$9,350ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,100TotalAmt
Management And General$18,100ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$57,980TotalAmt
Management And General$57,980ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,190TotalAmt
Management And General$2,190ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,252TotalAmt
Management And General$4,252ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,415TotalAmt
Management And General$15,415ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$81,977TotalAmt
Management And General$81,977ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,610TotalAmt
Management And General$26,610ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROPERTY TAX ON LAND HEDesc
Total$36,057TotalAmt
Management And General$36,057ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,593,498TotalAmt
Program Services$3,153,094ProgramServicesAmt
Management And General$440,404ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$490,878EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$795,585BOYAmt
EOY$57,541EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,672BOYAmt
EOY$23,967EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,080,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,040,000BOYAmt
EOY$14,080,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$71,498,196BOYAmt
EOY$67,323,511EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,403BOYAmt
EOY$1,419EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,359,856BOYAmt
EOY$81,977,316EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$145,349BOYAmt
EOY$127,644EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,271,000BOYAmt
EOY$770,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,416,349BOYAmt
EOY$898,244EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$82,186,220BOYAmt
EOY$78,321,785EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,757,287BOYAmt
EOY$2,757,287EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$84,943,507BOYAmt
EOY$81,079,072EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,359,856BOYAmt
EOY$81,977,316EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$95,365ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,769,070NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TULSA COMM FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN731554474EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$3,107,919SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,107,919SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$14,080,000InvestmentCostOrOtherBasisAmt
Book Value$14,080,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,080,000TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt-$270,938TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,769,071NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,769,071RevenueNotReportedAmt
Revenue Subtotal$3,498,133RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,498,133TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,593,498TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,593,498ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,593,498TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
COMMUNITY SERVICE COUNCIL OF GREATER TULSA
1604 S BALTIMORETULSAOK74119730580282501(C)(3)$120,000DEVELOPMENT SCREENING FOR PRE SCHOOL AGE CHILDREN
COMMUNITY SERVICE COUNCIL OF GREATER TULSA
1604 S BALTIMORETULSAOK74119730580282501(C)(3)$653,400OKLAHOMA CARRERA INITIATIVE - ADOLESCENT PREGANANCY PREVENTION
TULSA COUNTY MEDICAL SOCIETY FOUNDATION
5315 S LEWIS AVETULSAOK74105731393227501(C)(3)$50,000PROGRAM TO COORDINATE PHYSICIAN VOLUNTEERS FOR UNINSURED LOW INCOME RESIDENTS
EASTERN OKLAHOMA DONATED DENTAL SERVICES
3141 S PEORIA AVETULSAOK74105732103655501(C)(3)$30,000DENTAL SERVICES FOR UNINSURED LOW INCOME RESIDENTS IMPACTING OVER 2,000 PATIENTS
A NEW LEAF
PO BOX 35903TULSAOK74153731042760501(C)(3)$25,000PILOT PROJECT FOR COMMUNITY SUPPORTED AGRICULTURE WHICH PROVIDES GARDEN PRODUCE PRIMARILY TO LOCAL NON PROFIT AGENCIES.
YMCA OF GREATER TULSA
420 SOUTH MAIN STE 200TULSAOK74103730579269501(C)(3)$50,000SUMMER LEARNING PROGRAM FOR ELEMENTARY AGE CHILDREN INCLUDING PHYSICAL ACTIVITY AND NUTRITION EDUCATION
YMCA OF GREATER TULSA
420 SOUTH MAIN STE 200TULSAOK74103730579269501(C)(3)$250,000CAPITAL CAMPAIGN TO RENOVATE/EXPAND TANDY FAMILY YMCA
VISITING NURSE ASSOCIATION
7875 E 51ST STTULSAOK74145731130509501(C)(3)$20,000FUNDING FOR APPROXIMATELY 400 IN-HOME VISITS BY NURSES TO PATIENTS WITHOUT THE ABILITY TO PAY.
MARGARET HUDSON PROGRAM
1136 S ALLEGHENY AVETULSAOK74112730793181501(C)(3)$15,000OPERATING SUPPORT TO PROVIDE HEALTHCARE, EDUCATION AND OTHER SERVICES TO PREGNANT AND PARENTING TEENS AND THEIR BABIES.
UNIVERSITY OF TULSA
800 S TUCKER DRTULSAOK74104730579298501(C)(3)$1,357,3161) ESTABLISH MASTER'S PROGRAM IN HEALTH CARE DELIVERY SCIENCES; 2) ESTABLISH A DOCTOR OF NURSING PRACTICE PROGRAM; 3) PROVIDE CAPITAL AND OPERATING FUNDS FOR TRUE BLUE NEIGHBORS BEHAVIORAL HEALTH CLINIC; AND 4) BECOME AN ALBERT SCHWEITZER FELLOWSHIP INSTITUTION.
ARUBAH COMMUNITY CLINIC
1021 W MAIN STCOLLINSVILLEOK74021273865132501(C)(3)$25,000EXPANSION OF CLINIC HOURS FOR UNINSURED PATIENTS. TOTAL PATIENTS FOR 2015 WAS 468.
FOUNDATION FOR OSU MEDICAL CENTER
744 W 9TH STTULSAOK74127453515966501(C)(3)$181,653EQUIPMENT FOR MATERNAL CHILD DEPARTMENT
COMMUNITY HEALTH CONNECTION INC
2321 EAST 3RD STREETTULSAOK74104043766364501(C)(3)$250,000UNINSURED PEDIATRIC AND DENTAL VISITS ALONG WITH OPERATION SUPPORT FOR DEVELOPING A TEEN FRIENDLY PROGRAM
TULSA PUBLIC SCHOOLS
525 EAST 46TH STREET NORTHTULSAOK74126736021242170(C)(1)$80,550LEARNING READINESS PHYSICAL EDUCATION PILOT PROJECT
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEES ARE REQUIRED TO FILE INTERIM, ANNUAL AND GRANT END REPORTS. THEY ARE REVIEWED WITH THE BOARD OF DIRECTORS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGREG FOLANDPersonNm
TitleTREASURERTitleTxt
Base Compensation Filing Org$141,398BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,275DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$22,560NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$168,233TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$40,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATULSA COMMUNITY FOUNDATION APPOINTS A MAJORITY OF ITS DIRECTORS. HILLCREST HEALTHCARE SYSTEM APPOINTS THE DONOR DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 HAS BEEN REVIEWED BY THE FINANCE COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD REQUIRES AN ANNUAL DISCLOSURE AND REQUIRES ANY INTERIM CONFLICTS TO BE DISCLOSED. ANY CONFLICTS IDENTIFIED ARE PROVIDED TO THE BOARD CHAIRPERSON.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A. (B)GREG FOLAND AVERAGES 5 HOURS PER WEEK AS EXECUTIVE DIRECTOR FOR HILLCREST HEALTHCARE SYSTEM, A RELATED ORGANIZATION.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
HILLCREST HEALTHCARE SYSTEM
7030 SOUTH YALE AVENUE SUITE 600TULSAOK74136731179960FORMER HEALTHCARE SYSTEM IN PROCESS OF WINDING DOWN AFFAIRSOK501(C)(3)PF0
TULSA COMMUNITY FOUNDATION
7030 SOUTH YALE AVENUE SUITE 600TULSAOK74136731554474PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING/COMMUNITY FOUNDATIONOK501(C)(3)170(B)(1)(A)(VI)0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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