2016-03-03T16:35:18-06:00 2015-06-30 420714325 RSM US LLP 531 COUCH DR OKLAHOMA CITY OK 73102 990 2014-07-01 731396478 DEAN MCGEE EYE INSTITUTE FOUNDATION DEAN 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 KIMBERLY HOWARD VP FINANCE, CFO 4052716688 2016-02-29 1 ELLAN WRIGHT P00112450 4052397961 2014 2016-08-17 19:52:53Z KIMBERLY HOWARD 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 3978491 0 X WWW.DMEI.ORG/FOUNDATION X 1992 OK CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DEAN MCGEE EYE INSTITUTE 7 7 0 0 0 0 3639630 815385 0 0 1274648 1449738 0 0 4914278 2265123 0 0 0 0 287323 190616 0 0 297238 3166383 2970853 3453706 3161469 1460572 -896346 36745323 35372257 1776 2705 36743547 35369552 CREATED TO, AND IS OPERATED TO, CONDUCT AND/OR SUPPORT ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE DEAN MCGEE EYE INSTITUTE 0 0 2808074 OUR PURPOSE IS TO RAISE FUNDS FOR MEDICAL CARE AND RESEARCH 2808074 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 OK X X KIMBERLY A HOWARD 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 GEORGE RAINEY WILLIAMS JR CHAIRMAN 0.50 0.00 X 0 0 0 JARI ASKINS DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM M BELL DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL A CAWLEY DIRECTOR 0.50 0.50 X 0 0 0 KIM D HENRY DIRECTOR 0.50 0.00 X 0 0 0 RICHARD H PARRY DIRECTOR 0.50 0.00 X 0 0 0 KEVIN S PERRY DIRECTOR 0.50 0.00 X 0 0 0 MATTHEW D BOWN SECRETARY/TREASURER 0.50 40.00 X 0 192198 34302 0 192198 34302 0 0 1 0 0 815385 3092 815385 968037 968037 2195069 1713368 481701 481701 481701 2265123 0 0 1449738 145738 145738 33932 33932 10946 10946 13097 13097 12416 12416 4306 4306 4214 4214 844 844 2808074 2808074 7391 7391 BANK CHARGES 35917 35917 PRINTING AND PUBLICATIO 28927 28927 EMPLOYEE, DONOR, PATIEN 20240 20240 EMPLOYEE DONOR PATIENT 17018 17018 18409 18409 3161469 2808074 56157 297238 2739076 2029326 2207475 1048742 29993396 31632222 1805376 661967 36745323 35372257 1776 2705 1776 2705 X 25036119 24312720 3849406 3159958 7858022 7896874 36743547 35369552 36745323 35372257 X -896346 -774887 297238 X 0 1 X 1 0 X X X 1 DEAN MCGREE EYE INSTITUTE 736109395 3 1 2808074 0 1 2808074 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11265607 170851 545482 359922 11622018 8111576 2933094 819911 598974 11265607 6875342 1236234 162989 162989 8111576 4067719 2807623 74324 74324 6875342 3988186 97379 447501 465347 4067719 0.28550 0.67950 0.03500 1 0 0 X 1490236 -774887 -774887 2265123 0 2265123 2864231 0 2864231 297238 297238 3161469 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS WHICH ARE MANAGED AND CONTROLLED BY THE FOUNDATION AND WERE ESTABLISHED FOR RESEARCH AND EDUCATION (SEE NOTE B). THE FOUNDATION ALSO HAS BOARD-DESIGNATED ENDOWMENT FUNDS WHICH ARE HELD AND MANAGED BY THE FOUNDATION FOR THE PURPOSE OF A MAINTENANCE ENDOWMENT FUND FOR THE NEW BUILDING AND FOR ENDOWED CHAIRS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: MANAGEMENT EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2011. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 297,238. 0 0 0 0 0 0 0 0 0 MATTHEW D BOWN SECRETARY/TREASURER 0 192198 0 0 0 0 0 7261 0 27041 0 226500 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY FORM 990, PART VI, SECTION A, LINE 7B DEAN MCGEE EYE INSTITUTE APPROVES CERTAIN TRANSACTIONS FOR THE ORGANIZATION. IT APPROVES SELECTION/REMOVAL OF TRUSTEES; BORROWINGS IN EXCESS OF $500,000; SALE/DISPOSITION OF ALL OR SUBSTANTIAL CORPORATE ASSETS; CONTRACTS WITH TERMS IN EXCESS OF 5 YEARS OR $500,000; SELECTION OF AUDITORS; AMENDMENT OR RESTATEMENT OF CERTIFICATE OF INCORPORATION AND BYLAWS; AND MERGERS, CONSOLIDATIONS, DISSOLUTIONS OR LIQUATION OF CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS HANDED OUT AT A BOARD MEETING OR EMAILED TO EACH BOARD MEMBER FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 RECORDS MAY BE REQUESTED TO BE REVIEWED ON SITE OR COPIED FOR A NOMINAL CHARGE. 990 IS ALSO AVAILABLE ONLINE THROUGH ONLINE SOURCES SUCH AS GUIDESTAR. FORM 990, PART XI, LINE 9: ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 297,238. DEAN MCGEE EYE INSTITUTE 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 736109395 PAT. CARE OK 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEAN MCGEE EYE INSTITUTE B 2808074 FAIR MARKET VALUE