OKLAHOMA CARING FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA CARING FOUNDATION INC (EIN 73-1470846)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349306851
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:06:44+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731470846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Caring Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 9727662681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E Lookout Drive A2116C | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brooke Townsend | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 4058238508 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brooke Townsend | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3817 NW Expressway Suite 300 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $597,323 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oklahomacaringfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | The Oklahoma Caring Foundation's mission is to provide Oklahomans access to preventive health services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $438,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $433,567 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,269 | PYInvestmentIncomeAmt |
| CY Investment Income | $140,281 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,435 | PYOtherRevenueAmt |
| CY Other Revenue | $18,614 | CYOtherRevenueAmt |
| PY Total Revenue | $620,199 | PYTotalRevenueAmt |
| CY Total Revenue | $592,462 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $299,128 | PYOtherExpensesAmt |
| CY Other Expenses | $362,759 | CYOtherExpensesAmt |
| PY Total Expenses | $299,128 | PYTotalExpensesAmt |
| CY Total Expenses | $362,759 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $321,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $229,703 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,169,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,409,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $68,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,966 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,101,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,331,213 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Oklahoma Caring Foundation's mission is to provide Oklahomans access to preventive health services. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $331,823 | ExpenseAmt |
| Desc | The Foundation's Care Van Program provided access to immunization screening and a full range of age appropriate immunizations for medically underserved populations, primarily birth to age 18, in Oklahoma. Over the course of the year the Foundation held 722 Immunization Events using the Foundation's Mobile Care Vans. During these events immunization screenings were conducted with 11,706 children and adults being administered 13,363 immunizations. Also, the Foundation conducted youth physical exams for 760 children and 70 adults. The Foundation, under its Caring Program for Children provided primary and preventative health care benefits to 3 children of families whose household income is between 185% and 200% of the Federal poverty level. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The Caring Foundation provided health and immunization education, as well as other health related services by collaborating with other health related organizations at community, regional or statewide events and having its own booths at such events. The Foundation participated in 757 awareness events throughout the state of Oklahoma. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $331,823 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beau Hill | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727662681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 E Lookout Dr | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Brooke Townsend | ||||||
| Executive Director | 20.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stephania Grober | ||||||
| President/Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Brad Vincent | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Charles Grim DDS | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| J T Petherick | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Reid Herbert MD | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Richard Kelly | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Russ Florence | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Todd Hoffman MD | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Travis Johnson | ||||||
| Director | 0.2 | Yes (X) | $0 | $0 | $0 | |
| Brian Kelly | ||||||
| Assistant Treasurer | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mark Larson | ||||||
| Treasurer | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Roni Rierson | ||||||
| Secretary | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $127,825 | FundraisingAmt |
| Related Organizations | $168,085 | RelatedOrganizationsAmt |
| All Other Contributions | $137,657 | AllOtherContributionsAmt |
| Total Contributions | $433,567 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,281 | TotalRevenueColumnAmt |
| Exclusion | $140,281 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $127,825 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,861 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,614 | TotalRevenueColumnAmt |
| Exclusion | $18,614 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $592,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $158,895 | ExclusionAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,782 | TotalAmt |
| Program Services | $43,782 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,301 | TotalAmt |
| Management And General | $13,301 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Care Van Maintenance | $288,041 | $288,041 | |
| Dues | $635 | $635 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,759 | TotalAmt |
| Program Services | $331,823 | ProgramServicesAmt |
| Management And General | $30,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,014 | BOYAmt |
| EOY | $298,270 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,919 | BOYAmt |
| EOY | $8,455 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $719,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $544,587 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,910 | BOYAmt |
| EOY | $175,128 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,571 | BOYAmt |
| EOY | $2,684,675 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,256 | BOYAmt |
| EOY | $242,651 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,169,670 | BOYAmt |
| EOY | $3,409,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,160 | BOYAmt |
| EOY | $77,966 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,160 | BOYAmt |
| EOY | $77,966 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,101,510 | BOYAmt |
| EOY | $3,331,213 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,101,510 | BOYAmt |
| EOY | $3,331,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,169,670 | BOYAmt |
| EOY | $3,409,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $229,703 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $381,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $427,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $438,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $433,567 | CurrentTaxYearAmt |
| Total | $2,136,850 | 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 | $381,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $456,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $427,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $438,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $433,567 | CurrentTaxYearAmt |
| Total | $2,136,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $921,316 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,215,534 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$166,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $164,269 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,281 | CurrentTaxYearAmt |
| Total | $266,642 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,403,492 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $55,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50574 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59417 | PublicSupportPY170Pct |
| 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $217,255 | BeginningYearBalanceAmt |
| Contributions | $768 | ContributionsAmt |
| Investment Earnings Or Losses | $24,628 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $242,651 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $188,518 | BeginningYearBalanceAmt |
| Contributions | $770 | ContributionsAmt |
| Investment Earnings Or Losses | $27,967 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $217,255 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,174 | BeginningYearBalanceAmt |
| Contributions | $769 | ContributionsAmt |
| Investment Earnings Or Losses | -$36,425 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $188,518 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $199,484 | BeginningYearBalanceAmt |
| Contributions | $703 | ContributionsAmt |
| Investment Earnings Or Losses | $23,987 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $224,174 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,065 | BeginningYearBalanceAmt |
| Contributions | $2,435 | ContributionsAmt |
| Investment Earnings Or Losses | $14,918 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$9,066 | AdministrativeExpensesAmt |
| End Year Balance | $199,484 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $719,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $544,587 | DepreciationAmt |
| Book Value | $175,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,128 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Assets held by others | Desc |
| Book Value | $242,651 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $242,651 | TotalBookValueOtherAssetsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,335,203 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $737,879 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $4,862 | OtherRevenueAmt |
| Revenue Not Reported | $742,741 | RevenueNotReportedAmt |
| Revenue Subtotal | $592,462 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $592,462 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,105,500 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $737,879 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,862 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $742,741 | ExpensesNotReportedAmt |
| Expenses Subtotal | $362,759 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $362,759 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended Uses of Endowment Funds | THE FOUNDATION'S INTENDED USE OF ITS ENDOWMENT FUNDS IS TO SUPPORT THE PROGRAM EXPENSES OF THE FOUNDATION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) FOOTNOTE | THE FOUNDATION ADOPTED THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH REQUIRES RECOGNITION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS AND NOTES. THE FOUNDATION BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Foundation's intended use of its endowment funds is to support the program expenses of the Foundation. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation adopted the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which requires recognition and disclosure of uncertain tax positions in the financial statements and notes. The Foundation believes it has no uncertain tax positions, and accordingly, it has not recognized any liability for unrecognized tax benefits. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Fundraising Events - Direct Expenses - 4862 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Fundraising Events - Direct Expenses - 4862 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2024 Champions of Health Gala | Event1Nm |
| Gross Receipts Event1 | $151,300 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,825 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,475 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,861 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $151,300 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $127,825 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,475 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,861 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,861 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $18,614 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Stephania Grober - Business relationship, Richard Kelly - Business relationship, J.T. Petherick - Business relationship, Brooke Townsend - Business relationship, Todd Hoffman, M.D. - Business relationship, Travis Johnson - Business relationship, Mark Larson - Business relationship, Roni Rierson - Business relationship, Brian Kelly - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is reviewed by the Director and Vice President of Corporate Tax of Health Care Service Corporation on the behalf of the Treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the Treasurer of the Foundation. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually, directors are required to complete a disclosure form regarding any conflict of interest. The Board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction. |
| Form 990, Part VI, Line 19 Required documents available to the public | The Foundation makes available for public inspection its Form 990 and audited financial statements upon request and through www.givesmart.org. The board meeting minutes are available to the public upon request. |
| Form 990 - Part VI - Governance, Management and Disclosure Section A. Governing Body and Management | Five members of the Board of Directors of the Oklahoma Caring Foundation are officers and/or employees of Health Care Service Corporation which is a substantial donor to the Foundation. All officers of the Foundation are officers and/or employees of Health Care Service Corporation. |
| Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies | The Form 990 is reviewed by the Director of Corporate Tax of Health Care Service Corporation on the behalf of the Treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the Treasurer of the Foundation. |
| Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies | Annually, directors are required to complete a disclosure form regarding any conflict of interest. The Board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction. |
| Form 990 - Part VI - Governance, Management and Disclosure Section B. Policies | The Oklahoma Caring Foundation does not compensate its officers or directors. The Foundation has no employees. |
| Form 990 - Part VI - Governance, Management and Disclosure Section C. Disclosure | The Foundation makes available for public inspection its Form 990 and audited financial statements upon request and through www.givesmart.org. The board meeting minutes are available to the public upon request. |
| FORM 990, PART VI, LINE 2 - Family/Business Relationships Amongst Interested Persons | Todd Hoffman, M.D. - Business Relationship Travis Johnson - Business Relationship Richard Kelly - Business Relationship J.T. Petherick - Business Relationship Stephania Grober - Business Relationship Brooke Townsend - Business Relationship Brian Kelly - Business Relationship Mark Larson - Business Relationship Roni Rierson - Business Relationship |
| FORM 990, PART VI, LINE 11B - REVIEW OF FORM 990 BY GOVERNING BODY | The form 990 is reviewed by the director of corporate tax of Health Care Service Corporation on the behalf of the treasurer of Oklahoma Caring Foundation. The form is also reviewed and signed by the treasurer of the foundation. |
| FORM 990, PART VI, LINE 12C - CONFLICT OF INTEREST POLICY | Annually, directors are required to complete a disclosure form regarding any conflict of interest. The board is responsible for oversight of all disclosures or failures to disclose, and for taking appropriate action in the case of any conflict of interest transaction. |
| FORM 990, PART VI, LINE 19 - REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | The foundation makes available for public inspection its form 990 and audited financial statements upon request and through WWW.GIVESMART.ORG. The board meeting minutes are available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Care Service Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E Randolph Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361236610 | EIN |
| Primary Activities | Management | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1c | FormAndLineReferenceDesc |
| Explanation | Health Care Service Corporation made cash donations of $ 182,085.00. Additionally, Health Care Service Corporation forwarded employee payroll deduction contributions of $42,044.50 and made an in-kind donation, valued to be $ 737,800, in the form of the rendering of administrative, management, banking and fundraising services and the use of capital equipment and facilities. | ExplanationTxt |
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