2016-05-13T14:23:14-05:00 2015-06-30 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2014-07-01 731612027 THE FOUNDATION FOR TULSA SCHOOLS FOUN 9187466600 3027 SOUTH NEW HAVEN NO 600 TULSA OK 741146131 JOE CREIDER BOARD OF DIRECTOR - TREASURER 9187466600 2016-05-12 1 W LYNDEL LACKEY P00234298 9187452333 2016-05-12 2014 2016-08-17 19:52:53Z JOSEPH CREIDER 3027 SOUTH NEW HAVEN NO 600 TULSA OK 741146131 3814793 0 X WWW.FOUNDATIONFORTULSASCHOOLS.ORG X 2001 OK THE FOUNDATION SUPPORTS THE TULSA PUBLIC SCHOOLS DISTRICT ("TPS") THROUGH ENHANCING EDUCATIONAL SUCCESS OF TPS AND ITS STUDENTS BY AIDING THE FUNDING OF CERTAIN TPS PROGRAMS. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED. 27 27 2 29 0 0 1348183 2908961 0 0 175056 135771 -6268 79088 1516971 3123820 1694639 2679831 0 0 188521 195392 0 0 110326 38725 61745 1921885 2936968 -404914 186852 1780781 1985945 205046 298461 1575735 1687484 X THE FOUNDATION SUPPORTS THE TULSA PUBLIC SCHOOLS DISTRICT ("TPS") THROUGH ENHANCING EDUCATIONAL SUCCESS OF TPS AND ITS STUDENTS BY AIDING THE FUNDING OF CERTAIN TPS PROGRAMS. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED. 0 0 1747024 1747024 SUPPORT TPS - PROVIDE FUNDING FOR TEACHER LEADER EFFECTIVENESS 554036 554036 SUPPORT TPS - PROVIDE FUNDING FOR INNOVATION PARTNERSHIPS 234680 234680 SUPPORT TPS - PROVIDE FUNDING FOR COMMUNITY SCHOOLS 159852 144091 OTHER SUPPORT FOR TULSA PUBLIC SCHOOLS 159852 144091 2695592 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X MR JOSEPH CREIDER 9187466600 3027 S NEW HAVEN SUITE 600 TULSA OK 74114 RICK KELLY DIRECTOR 1.00 X 0 0 0 BRIAN PASCHAL DIRECTOR 1.00 X 0 0 0 AARON FULKERSON PRESIDENT - PAST CHAIR 1.00 X 0 0 0 SUSAN NEAL DIRECTOR 1.00 X 0 0 0 PETE BURGESS DIRECTOR 1.00 X 0 0 0 BILL CHEW DIRECTOR 1.00 X 0 0 0 RYAN HAYNIE DIRECTOR 1.00 X 0 0 0 KEVIN DOYLE JD VP - TLE 1.00 X 0 0 0 STEVE SOULE JD PRESIDENT - ELECT 1.00 X 0 0 0 DEBORAH HOSS DIRECTOR 1.00 X 0 0 0 JOE CREIDER TREASURER 1.00 X 0 0 0 HANNIBAL JOHNSON JD PRESIDENT 1.00 X 0 0 0 SUSAN BEACH COMMUNITY SCHOOLS 1.00 X 0 0 0 DAN BOWLING DIRECTOR 1.00 X 0 0 0 DENNIS CAMERON DIRECTOR 1.00 X 0 0 0 MARC DELAMETER DIRECTOR 1.00 X 0 0 0 DREW FRANCE DEVELOPMENT 1.00 X 0 0 0 JEFF HACKLER DIRECTOR 1.00 X 0 0 0 JIM HOFFMEISTER DIRECTOR 1.00 X 0 0 0 ADAM KUPETSKY SECRETARY 1.00 X 0 0 0 DAVID STRATTON DIRECTOR 1.00 X 0 0 0 CARA COWAN WATTS DIRECTOR 1.00 X 0 0 0 STEVE GROSSI DIRECTOR 1.00 X 0 0 0 STEPHEN BRADSHAW DIRECTOR 1.00 X 0 0 0 JEFF COUCH DIRECTOR 1.00 X 0 0 0 SHEMEKA RODGERS DIRECTOR 1.00 X 0 0 0 MATT NEWMAN DIRECTOR 1.00 X 0 0 0 LUCKY LAMONS EXECUTIVE DIRECTOR 40.00 X 105380 0 14370 105380 0 14370 1 0 0 0 0 221554 2687407 147377 2908961 52861 52861 707021 624111 82910 82910 82910 145950 221554 66862 79088 79088 3123820 0 0 214859 2679831 2679831 119750 11975 23950 83825 37858 3786 7571 26501 12000 12000 25784 25784 10722 10722 6511 6511 20645 20645 11032 11032 600 600 364 364 2076 2076 BANK CHARGES 4410 4410 PROFESSIONAL DUES 3439 3439 PAYROLL PROCESSING FEE 648 648 PROFESSIONAL DEVELOPMEN 621 621 677 677 2936968 2695592 131050 110326 112178 431744 45525 150000 1262 3806 10619 10035 948 584 1611035 1390247 9833 9564 1780781 1985945 187146 257811 15500 40650 2400 205046 298461 X 1314046 1077559 234674 582910 27015 27015 1575735 1687484 1780781 1985945 186852 -75103 0 X 0 1 X 0 0 X 1219243 1998701 2340819 1348183 2908961 9815907 1219243 1998701 2340819 1348183 2908961 9815907 4628908 5186999 30354 43020 42107 53253 52861 221595 10037502 422622 0.51680 0.43060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27015 13660 40675 27015 27015 27015 27015 27015 27015 27015 27015 1.00000 1 0 10619 10035 584 584 3074159 -75104 -75104 3149263 -25443 -25443 3123820 2962411 25443 25443 2936968 0 2936968 PART V, LINE 4: THE FOUNDATION IS THE BENEFICIARY OF CERTAIN ENDOWMENT FUNDS AT THE TULSA COMMUNITY FOUNDATION(TCF). TCF IS A NOT-FOR-PROFIT ENTITY THAT PROVIDES FOR ENDOWED CONTRIBUTIONS TO BE POOLED TO MAXIMIZE RETURN ON INVESTMENTS FOR THE BENEFIT OF AREA NOT-FOR-PROFIT ORGANIZATIONS. CONTRIBUTIONS TO THE ENDOWMENT FUNDS ARE PERMITTED BY NOT-FOR-PROFIT ENTITIES, AS WELL AS INDIVIDUAL DONORS IN THE COMMUNITY WHO DESIGNATE THE BENEFICIARY OF THEIR CONTRIBUTIONS. THE FOUNDATION MADE NO CONTRIBUTIONS TO TCF FOR THE YEARS ENDED JUNE 30, 2015 OR 2014. EARNINGS ON THESE ENDOWED FUNDS ARE DISTRIBUTED ANNUALLY IN ACCORDANCE WITH THE TERMS OF THE ENDOWMENT AND TCF'S SPENDING POLICIES. ENDOWED FUNDS CONTRIBUTED BY THE FOUNDATION AND THE REINVESTED EARNINGS THEREON, NET OF DISTRIBUTIONS RECEIVED, ARE REFLECTED IN THE STATEMENTS OF FINANCIAL POSITION AS BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS. THE FAIR VALUE OF ENDOWED FUNDS CONTRIBUTED BY THIRD-PARTY DONORS THAT ARE HELD BY TCF DESIGNATED FOR THE BENEFIT OF THE FOUNDATION WAS $13,660 AND $14,044 AT JUNE 30, 2015 AND 2014, RESPECTIVELY. TCF HAS VARIANCE POWER OVER CONTRIBUTIONS IT HAS RECEIVED FROM THIRD PARTIES ON BEHALF OF THE FOUNDATION. ACCORDINGLY, SUCH ENDOWED FUNDS ARE NOT REFLECTED IN THE FOUNDATION'S STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS -25,443. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATING TO FUNDRAISING EVENTS 25,443. DESIGNER SHOWCASE 195427 195427 GALA DINNER 98625 7425 91200 36126 1 73452 18702 54750 30736 367504 221554 145950 66862 66862 79088 0 TULSA PUBLIC SCHOOLS 3027 SOUTH NEW HAVEN TULSA OK 74114 736021242 2679831 TO SUPPORT TULSA PUBLIC SCHOOLS X 1590 147377 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER HAS DE FACTO DELEGATED AUTHORITY OF THE BOARD OF DIRECTORS. THE TREASURER REVIEWS THE 990 RETURN AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE REASONABLENESS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO FILL OUT AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR THE MONITORING OF THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.