MENTAL HEALTH ASSOCIATION IN TULSA INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH ASSOCIATION IN TULSA INC (EIN 73-0657931)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349311946
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:17:35-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Creason & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7170 S Braden Ave Suite 100 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730657931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH ASSOCIATION IN TULSA INC | BusinessNameLine1Txt |
| Business Name Line2 | dba MENTAL HEALTH ASSOCIATION OKLAHOMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 9185851213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 S BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BROSE | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald J Creason | PreparerPersonNm |
| PTIN | P00545879 | PTIN |
| Phone | 9184815355 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL BROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 N DENVER PL | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,406,940 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mhaok.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Mental Health Association Oklahoma is dedicated to promoting mental health, preventing mental disorders and achieving victory over mental illness through advocacy, education, research, service and housing. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 211 | TotalEmployeeCnt |
| Total Volunteers | 510 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,458,169 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,144,513 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $152,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $299,542 | CYProgramServiceRevenueAmt |
| PY Investment Income | $75,380 | PYInvestmentIncomeAmt |
| CY Investment Income | $52,320 | CYInvestmentIncomeAmt |
| PY Other Revenue | $544,630 | PYOtherRevenueAmt |
| CY Other Revenue | $535,509 | CYOtherRevenueAmt |
| PY Total Revenue | $10,231,014 | PYTotalRevenueAmt |
| CY Total Revenue | $10,031,884 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $340,138 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $201,515 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,339,870 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,189,757 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,322 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,644,290 | PYOtherExpensesAmt |
| CY Other Expenses | $2,200,706 | CYOtherExpensesAmt |
| PY Total Expenses | $5,324,298 | PYTotalExpensesAmt |
| CY Total Expenses | $6,591,978 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,906,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,439,906 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,751,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,576,650 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,031,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,416,111 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,720,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,160,539 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Mental Health Association OklAHOMA is dedicated to promoting mental health, preventing mental disorders and achieving victory over mental illness through advocacy, education, research, service and housing. Our vision is a just, humane and healthy society in which all people are accorded respect, dignity and the opportunity to achieve their full potential, free from stigma and prejudice. As such, we advocate for the rights of others, monitor legislation, distribute educational materials, provide training opportunities, make referrals for services, provide adults with mental illness opportunities for socialization, vocational and life skills training, assist in development of self-empowerment skills, develop improved access to and coordination among existing legal services for low income, disability-impacted individuals, leverage pro bono legal services or represent individuals with mental illness and other disabilities as they negotiate the legal system and provide a range of appropriat | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,107,662 | ExpenseAmt |
| Grant | $201,514 | GrantAmt |
| Revenue | $3,464,465 | RevenueAmt |
| Desc | UNDERSTANDING AND SECURING MENTAL HEALTH SERVICES CAN BE A VERY DIFFICULT PROCESS. OUR RECOVERY SERVICES PROGRAMS WORK WITH INDIVIDUALS WITH HIGH-LEVEL NEEDS BASED ON THEIR MENTAL ILLNESS AND CO-OCCURRING DISORDERS TO IDENTIFY NEEDS AND PROVIDE CASE MANAGEMENT, PEER SOCIALIZATION, AND CONNECTION WITH APPROPRIATE SERVICES. OUR PROGRAMS EMPLOY PEER-TO-PEER EMPLOYEES, WHO ARE UNIQUELY QUALIFIED BASED ON THEIR OWN PERSONAL EXPERIENCE WITH MENTAL ILLNESS TO CONNECT WITH AND SERVE PROGRAM PARTICIPANTS. PEER EMPLOYEES WORK WITH PARTICIPANTS THROUGH OUR DROP-IN-CENTERS, PEER OUTREACH SERVICES, AND CREATING CONNECTIONS PROGRAMS TO IDENTIFY THEIR SPECIFIC NEEDS AND THEN WALK SIDE-BY-SIDE WITH THE PARTICIPANT TO SECURE SERVICES.MENTAL HEALTH ASSOCIATION OKLAHOMA OWNS AND MANAGES 23 AFFORDABLE HOUSING PROPERTIES IN 15 NEIGHBORHOODS ACROSS THE CITY OF TULSA. ON ANY GIVEN NIGHT OUR PORTFOLIO PROVIDES SAFE, DECENT AND AFFORDABLE HOUSING TO MORE THAN 1200 PEOPLE. THIS INCLUDES PROVIDING HOUSING FOR HUNDREDS OF FORMERLY HOMELESS INDIVIDUALS WHO HAVE OVERCOME POVERTY, MENTAL ILLNESS, SUBSTANCE ABUSE AND PHYSICAL DISABILITIES WHO HAVE SUCCESSFULLY REINTEGRATED BACK INTO THE COMMUNITY, ONCE AGAIN LIVING AS PRODUCTIVE AND CONTRIBUTING CITIZENS.OUR APPROACH TO THE DEVELOPMENT OF AFFORDABLE HOUSING HAS CREATED MANY JOB OPPORTUNITIES THAT HAVE HELPED PEOPLE LEARN NEW SKILLS AND RE-ENTER THE WORKFORCE WHILE AT THE SAME TIME PROVIDING ACCESS TO MUCH NEEDED SERVICES. THE LARGE SCALE IMPACT OF OUR DEBT-FREE HOUSING DEVELOPMENT MODEL PROVIDES ACCESS TO HOUSING FOR THOSE IMPACTED BY MENTAL ILLNESS AND HOMELESSNESS, PREVENTS ADDITIONAL INDIVIDUALS AND FAMILIES FROM BECOMING HOMELESS AND PRESERVES THE AFFORDABLE HOUSING STOCK IN THE COMMUNITY, STABILIZING NEIGHBORHOODS IN THE PROCESS. THE RESULTING REDUCTION IN CHRONIC HOMELESSNESS SAVES THE TAXPAYERS IN OKLAHOMA MILLIONS OF DOLLARS EACH YEAR AND IMPROVES THE QUALITY OF LIFE FOR EVERYONE.OUR OUTREACH AND PREVENTION SERVICES COLLABORATES WITH OKLAHOMA YOUTH TO PROMOTE WELLNESS, EMPOWER SAFETY, AND PREVENT SUICIDE AND OTHER VIOLENT BEHAVIOR. PROGRAMS INCLUDE SCHOOL- AND COMMUNITY-BASED MENTAL HEALTH INFORMATION, EDUCATION, SCREENING AND REFERRAL PROGRAMS FOCUSED ON REDUCING THE IMPACT OF MENTAL ILLNESS, ADDICTION, SUICIDE, VIOLENCE AND TRAUMA ON FAMILIES AND COMMUNITIES.OUR PROGRAMS GIVE ADOLESCENTS AND THEIR FAMILIES A PLACE TO TURN WHEN DEALING WITH VIOLENCE TOWARD SELF OR OTHERS, EATING DISORDERS, DEPRESSION, STRESS AND FAMILY ISSUES. OUR TEENSCREEN IS A FREE AND VOLUNTARY ADOLESCENT SCREENING TOOL THAT ASSESSES PHYSICAL AND EMOTIONAL WELL-BEING. IT IS A PROACTIVE STEP DESIGNED TO ENSURE OUR STUDENTS SAFETY AND GET THEM HELP WHEN THEY NEED IT.OUR PRO BONO COUNSELING PROGRAM, SUNBRIDGE, ASSISTS OKLAHOMANS IN NEED OF COUNSELING SERVICES, BUT MAY BE UNINSURED, UNDERINSURED OR UNABLE TO AFFORD THEIR INSURANCE CO-PAY. SUNBRIDGE PROVIDES SCREENING AND A LIMITED NUMBER OF COUNSELING SESSIONS AT NO CHARGE TO QUALIFIED LOW-INCOME RECIPIENTS. WE ASSIST PEOPLE WITH MENTAL HEALTH NEEDS AND TRANSITIONAL OR ADJUSTMENT DIFFICULTIES, SUCH AS GRIEF. IT IS NOT DESIGNED TO SERVE PEOPLE LIVING WITH SEVERE MENTAL ILLNESS OR IN NEED OF CRISIS INTERVENTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $207,667 | ExpenseAmt |
| Revenue | $317,869 | RevenueAmt |
| Desc | Zarrow SymposiumThe Zarrow Mental Health Symposium is an annual educational forum designed to provide state-of-the-art research and best practice information about current issues related to mental health. The forum addresses the critical issues of housing, recovery and community supports for people living with mental illness. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,315,329 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 211 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MENTAL HEALTH ASSOC IN TULSA | PersonNm |
| Phone | 9185851213 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 S BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL BROSE | ||||||
| EXEC DIRECTOR | 40.00 | 0.00 | Yes (X) | $100,249 | $0 | $7,000 |
| BOARD OF DIRECTORS1hrwkmem | ||||||
| See Attached | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,249 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $7,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| A PLUS HOME WORKS LLC | |||||
| 13411 S 128TH EAST AVE | BROKEN ARROW | OK | 740117419 | MAINTENANCE WORK | $105,882 |
| TALMADGE POWELL CREATIVE LLC | |||||
| 211 W 11TH ST | TULSA | OK | 74119 | TECH & PROGRAMMING | $226,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $686,723 | FederatedCampaignsAmt |
| Fundraising | $807,042 | FundraisingAmt |
| Government Grants | $4,590,289 | GovernmentGrantsAmt |
| All Other Contributions | $3,060,459 | AllOtherContributionsAmt |
| Total Contributions | $9,144,513 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| APARTMENT RENTALS | 531110 | $137,378 | $137,378 |
| SYMPOSIUM | 611430 | $317,869 | $317,869 |
| Yale Apartments | 531110 | -$155,705 | -$155,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $299,542 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,423 | TotalRevenueColumnAmt |
| Exclusion | $69,423 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,327,087 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,893,094 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $433,993 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,993 | TotalRevenueColumnAmt |
| Exclusion | $433,993 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,225 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $21,328 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$17,103 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,103 | TotalRevenueColumnAmt |
| Exclusion | -$17,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $413,855 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $807,042 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $460,634 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,779 | TotalRevenueColumnAmt |
| Exclusion | -$46,779 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| LEASE & MAINTENANCE | 531390 | $81,669 | $81,669 | |
| LOBBYING SERVICES | 611710 | $15,000 | $15,000 | |
| MISCELLANEOUS | 611710 | $45,092 | $45,092 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,534 | TotalRevenueColumnAmt |
| Exclusion | $6,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $148,295 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,031,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $381,211 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $506,160 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,515 | TotalAmt |
| Program Services | $201,515 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,882 | TotalAmt |
| Program Services | $100,249 | ProgramServicesAmt |
| Management And General | $11,633 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,205,661 | TotalAmt |
| Program Services | $3,153,277 | ProgramServicesAmt |
| Management And General | $52,384 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,602 | TotalAmt |
| Program Services | $589,896 | ProgramServicesAmt |
| Management And General | $7,706 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,612 | TotalAmt |
| Program Services | $269,451 | ProgramServicesAmt |
| Management And General | $5,161 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,009 | TotalAmt |
| Program Services | $668,387 | ProgramServicesAmt |
| Management And General | $16,622 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,935 | TotalAmt |
| Program Services | $174,401 | ProgramServicesAmt |
| Management And General | $5,534 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,705 | TotalAmt |
| Program Services | $195,257 | ProgramServicesAmt |
| Management And General | $6,448 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,356 | TotalAmt |
| Program Services | $187,376 | ProgramServicesAmt |
| Management And General | $12,980 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,163 | TotalAmt |
| Program Services | $31,103 | ProgramServicesAmt |
| Management And General | $1,060 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,035 | TotalAmt |
| Program Services | $146,381 | ProgramServicesAmt |
| Management And General | $5,654 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL ASSISTANCE | $218,759 | $218,717 | $42 | |
| MISCELLANEOUS | $161,239 | $165,516 | -$4,277 | |
| FUNDRAISING - DEV DEPT | $147,322 | $147,322 | ||
| COMMUNICATIONS | $91,669 | $87,715 | $3,954 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,514 | TotalAmt |
| Program Services | $126,088 | ProgramServicesAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,591,978 | TotalAmt |
| Program Services | $6,315,329 | ProgramServicesAmt |
| Management And General | $129,327 | ManagementAndGeneralAmt |
| Fundraising | $147,322 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,679 | BOYAmt |
| EOY | $3,800,905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $760,487 | BOYAmt |
| EOY | $929,450 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,019 | BOYAmt |
| EOY | $526,732 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,997 | BOYAmt |
| EOY | $1,320,493 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,235 | BOYAmt |
| EOY | $296,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,819,108 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,259,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,927,535 | BOYAmt |
| EOY | $22,559,991 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,698 | BOYAmt |
| EOY | $1,009,047 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,002,422 | BOYAmt |
| EOY | $5,008,371 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,678 | BOYAmt |
| EOY | $1,125,254 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,751,750 | BOYAmt |
| EOY | $36,576,650 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,552 | BOYAmt |
| EOY | $1,076,864 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,736 | BOYAmt |
| EOY | $407,508 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,996,829 | BOYAmt |
| EOY | $931,735 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,031,117 | BOYAmt |
| EOY | $2,416,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,837,467 | BOYAmt |
| EOY | $29,246,081 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,666 | BOYAmt |
| EOY | $4,756,958 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,500 | BOYAmt |
| EOY | $157,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,720,633 | BOYAmt |
| EOY | $34,160,539 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,751,750 | BOYAmt |
| EOY | $36,576,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,439,906 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $6,874,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,127,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,739,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,628,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,337,471 | CurrentTaxYearAmt |
| Total | $37,706,909 | 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 | $6,874,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,127,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,739,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,628,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,337,471 | CurrentTaxYearAmt |
| Total | $37,706,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,949,467 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,757,442 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,423 | CurrentTaxYearAmt |
| Total | $202,706 | 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 | -$5,770 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$2,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$17,103 | CurrentTaxYearAmt |
| Total | $115,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,025,188 | TotalSupportAmt |
| Public Support CY170 | 0.94040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96390 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,048,112 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,052,612 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $502,631 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $125,658 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $385,983 | CurrentYearMinus3Amt |
| Current Year Minus2 | $427,356 | CurrentYearMinus2Amt |
| Current Year Minus1 | $435,049 | CurrentYearMinus1Amt |
| Current Year | $502,631 | CurrentYearAmt |
| Total | $1,751,019 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,626,529 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,999 | CurrentYearMinus3Amt |
| Current Year Minus2 | $26,293 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,384 | CurrentYearMinus1Amt |
| Current Year | $4,500 | CurrentYearAmt |
| Total | $47,176 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $96,496 | CurrentYearMinus3Amt |
| Current Year Minus2 | $106,839 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,762 | CurrentYearMinus1Amt |
| Current Year | $125,658 | CurrentYearAmt |
| Total | $437,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $656,633 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,641,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $898,964 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,540,555 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,080,059 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $561,532 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,641,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $966,656 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $113,403 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,080,059 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $977,326 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,670 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $966,656 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $911,161 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,165 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $977,326 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,792,144 | OtherCostOrOtherBasisAmt |
| Book Value | $1,792,144 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,927,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,150,604 | DepreciationAmt |
| Book Value | $19,777,190 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,600 | DepreciationAmt |
| Book Value | $87,531 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,750,039 | OtherCostOrOtherBasisAmt |
| Depreciation | $846,913 | DepreciationAmt |
| Book Value | $903,126 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,559,991 | TotalBookValueLandBuildingsAmt |
| Total Book Value Program Rltd | $5,008,371 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $4 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,773,278 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$51,553 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $708,776 | OtherRevenueAmt |
| Revenue Not Reported | $657,223 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,116,055 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,084,171 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,084,171 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,031,884 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,515,623 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,923,645 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,923,645 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,591,978 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,591,978 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The Association's strategy for its endowment investments is to emphasize long-term capital growth while achieving returns in excess of the rate of inflation. The Association's strategy is secondarily designed to generate investment return as a supplemental source of unrestricted revenue to support the Association's programs. These returns are currently intended to be available insofar as annual distributions do not exceed five percent of the average market value during the previous eight quarters; however, at no time may distributions decrease the portfolio below the permanently restricted net assets' corpus. The endowment fund was established with $760,000 of board reserved net assets and $150,000 of permanently restricted net assets. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | YALE APARTMENTS REVENUE $708776 PROFESSIONAL FEE RECEIPTS $0 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Rental Expenses from 990 Part VIII $2893090 Reclassed loss on asset disposal $17688 ROUNDING $0 PROFESSIONAL FEE EXPENSE $0 YALE APARTMENT EXPENSES $1012867 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CARNIVALE | Event1Nm |
| Gross Receipts Event1 | $1,104,089 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $807,042 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $297,047 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $297,047 | OtherDirectExpensesEvent1Amt |
| Event2 | BETTER BOX PROJECT | Event2Nm |
| Gross Receipts Event2 | $116,808 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $116,808 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $163,587 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,220,897 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $807,042 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $413,855 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $460,634 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $460,634 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,779 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| COUNSELING & RECOVERY | ||||||||
| 7010 S YALE AVE STE 215 | Tulsa | OK | 74136 | 731064338 | 501c(3) | $64,468 | $0 | HOUSING & CARE |
| FAMILY & CHILDRENS SERVICES | ||||||||
| 2325 S HARVARD | TULSA | OK | 74114 | 730580270 | 501c(3) | $71,679 | $0 | HOUSING & CARE |
| HOPE | ||||||||
| 3540 East 31 St Street Suite | TULSA | OK | 74135 | 731537952 | 501c(3) | $9,283 | $0 | HOUSING & CARE |
| Q2 CONSULTING LLC | ||||||||
| 4870 S LEWIS AVE STE 125 | TULSA | OK | 74105 | 542083098 | $56,085 | $0 | CONSULTING | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grants are all reimbusement of allowable expenses. All invoices to the Association are reviewed and approved by an appropriate staff individual prior to any payments being processed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Approval by members is conducted by the Board of Directors at their monthly meeting on an as needed basis. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FINANCE COMMITTEE, AS PART OF THE ASSOCIATION'S BOARD OF DIRECTORS, WAS PROVIDED AN ELECTRONIC COPY OF THE ORGANIZATION'S FORM 990 FOR REVIEW AND COMMENTS PRIOR TO SUBMISSION. AN ELECTRONIC COPY is AVAILABLE TO ALL MEMBERS OF THE ASSOCIATION'S BOARD OF DIRECTORS UPON REQUEST. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ASSOCIATION BOARD MEMBERS, AGENTS, AND VOLUNTEERS REPRESENTING THE ORGANIZATION AGREE TO ABIDE BY THE ASSOCIATION'S CODE OF CONDUCT AND TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST THAT MAY ARISE. ALL BOARD MEMBERS, AGENTS, AND VOLUNTEERS RECEIVE THE REQUIRED PREREQUISITE ORIENTATION AND RECEIVE AND SIGN A COPY OF THE CODE OF CONDUCT. BOARD MEMBERS, AGENTS, OR VOLUNTEERS DISCLOSING SAID CONFLICT OF INTEREST MUST VOLUNTARILY RESIGN FROM THEIR POSITION WITHIN THE ASSOCIATION. FAILURE TO VOLUNTARILY DISCLOSE ANY REAL OR APPARENT CONFLICT OF INTEREST MAY RESULT IN IMMEDIATE TERMINATION OR OTHER DISCIPLINARY ACTION AS SET FORTH IN THE CODE OF CONDUCT DOCUMENT UNDER "DISCIPLINARY ACTION FOR UNPROFESSIONAL CONDUCT". ASSOCIATION BOARD MEMBERS ARE REQUIRED TO SIGN THE ASSOCIATION'S CODE OF CONDUCT ANNUALLY. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE ASSOCIATION'S BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. THE ASSOCIATION'S EXECUTIVE DIRECTOR, ALONG WITH INPUT FROM THE ASSOCIATE DIRECTOR AND THE CHIEF FINANCIAL OFFICER, DISCUSS AND DETERMINE COMPENSATION FOR THE OTHER ASSOCIATION STAFF. FACTORS TAKEN INTO ACCOUNT IN MAKING THESE DECISIONS INCLUDE COMPARISONS TO OTHER ORGANIZATIONS, SUCH AS THROUGH COMPENSATION SURVEYS, AS WELL AS EQUITY WITHIN THE ASSOCIATION. ANNUAL PERFORMANCE APPRAISALS HAVE ALSO BEEN IMPLEMENTED TO ASSIST WITH THIS PROCESS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are provided upon request. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTOAK HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 S BOULDER | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YALE APARTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 S BOULDER AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263980455 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$155,705 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,192,946 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.54490 | OwnershipPct |
| 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 | false | 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 |
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