OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-01-22
IRS object ID
201610229349200516
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-01-22T12:57:38-08:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Greg Marriott CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215 East 8thAddressLine1Txt
CityOkmulgeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731439808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKMULGEE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKMUBusinessNameControlTxt
Phone9185497232PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1347AddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid W GrimmettPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2016-01-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg Marriott CPAPreparerPersonNm
PTINP00527969PTIN
Phone9187569180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$66,934GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,550ContributionsGiftsGrantsEtcAmt
Investment Income$5,530InvestmentIncomeAmt
Sale Of Assets Gross$663SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$663GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$15,191FundraisingGrossIncomeAmt
Special Events Direct Expenses$639SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$14,552SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$66,295TotalRevenueAmt
Grants And Similar Amounts Paid$78,106GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$8,780OtherExpensesTotalAmt
Total Expenses$86,886TotalExpensesAmt
Excess Or Deficit For Year-$20,591ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$329,046NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$3,670OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$304,785NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$329,046BOYAmt
EOY$304,785EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$329,046BOYAmt
EOY$304,785EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$329,046BOYAmt
EOY$304,785EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Okmulgee Education Foundation continues to award classroom grants to teachers in the Spring and Fall, totaling approximately $10,000 annually.$6,223$10,000
We continue to send 40 high school students to each Broadway performance at the Tulsa Performing Arts Center, thanks to a grant from the Viersen Foundation. We sent classes of elementary students to live performances with the PAC's Young at Arts series. We also paid for all transportation costs for these bus trips.$17,613$22,600
Dwight Wilson Scholarship: This is a separate fund set up to provide scholarship funds for students of Okmulgee Public Schools. This year it provided one $500 semester grant for tuition costs.$500$1,150
FieldValueIRS element (for citing)
Total Program Service Expenses$24,336TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Margaret Hess
President3.00$0
Carolyn Brown
Vice President1.00$0
Debbie Gardenhire
Secretary1.00$0
David W Grimmett
Treasurer2.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID GRIMMETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 N SEMINOLEAddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Phone9185497222PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,411CurrentTaxYearMinus1YearAmt
Current Tax Year$45,550CurrentTaxYearAmt
Total$208,784TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,383CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,979CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,411CurrentTaxYearMinus1YearAmt
Current Tax Year$45,550CurrentTaxYearAmt
Total$208,784TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$208,784PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,658CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,470CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,221CurrentTaxYearMinus1YearAmt
Current Tax Year$5,530CurrentTaxYearAmt
Total$24,956TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$233,740TotalSupportAmt
Public Support CY1700.89320PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Brochure MailingEvent1Nm
Gross Receipts Event1$15,191GrossReceiptsEvent1Amt
Gross Revenue Event1$15,191GrossRevenueEvent1Amt
Other Direct Expenses Event1$639OtherDirectExpensesEvent1Amt
Gross Receipts Total$15,191GrossReceiptsTotalAmt
Gross Revenue Total Events$15,191GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$639OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$639DirectExpenseSummaryEventsAmt
Net Income Summary$14,552NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $78106
Other Expenses.1Misc-Discretionary $8197
Other Expenses.2Misc-Bulldog Wearhouse $298
Other Expenses.3Misc-Dugout/Yearbook $285

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