2015-04-24T09:02:09-05:00 2014-06-30 420714325 MCGLADREY LLP 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2013-07-01 731347360 AVEDIS FOUNDATION AVED 20 NORTH BROADWAY SUITE 1800 OKLAHOMA CITY OK 73102 MICHELLE BRIGGS PRESIDENT & CEO 2015-04-15 true JEFFREY COLLINS P00044119 4052397961 2015-04-16 2013 2016-02-25 16:41:14Z MICHELLE BRIGGS 20 NORTH BROADWAY SUITE 1800 OKLAHOMA CITY OK 73102 111257692 false X X 1989 OK AVEDIS FOUNDATION IS A CATALYST AND FACILITATOR OF CHANGE THROUGH STRATEGIC INVESTMENTS AND PARTNERSHIPS TO IMPROVE THE HEALTH AND QUALITY OF LIFE IN POTTAWATOMIE COUNTY. 13 12 3 1 0 17360 0 0 2650301 8155927 36369 113360 2704030 8269287 261288 3486424 0 413266 451720 0 0 2654047 554391 3328601 4492535 -624571 3776752 116001167 126721376 16010866 16431571 99990301 110289805 AVEDIS FOUNDATION IS A CATALYST AND FACILITATOR OF CHANGE THROUGH STRATEGIC INVESTMENTS AND PARTNERSHIPS TO IMPROVE THE HEALTH AND QUALITY OF LIFE IN POTTAWATOMIE COUNTY. false false 3788355 3486424 PROVIDING CONTRIBUTIONS TO VARIOUS MEDICAL, EDUCATIONAL, AND CHARITABLE ORGANIZATIONS TO MEASURABLY IMPROVE THE HEALTH, WELLNESS, AND QUALITY OF LIFE FOR THE PEOPLE OFPOTTAWATOMIE COUNTY AND SURROUNDING COMMUNITIES. 3788355 true false false false false false false false false false true true false false true true true false false false true false false false false false false true false true false false false false false false false false false false false false false false false false false true X 27 0 3 true false true CJ false false false false false false false false X 13 12 false true false false false false false true true false false true true true true true true true false false OK X X AVEDIS FOUNDATION 4052734055 20 N BROADWAY SUITE 1800 OKLAHOMA CITY OK 73102 JOHN A ROBINSON DIRECTOR 1.00 X 9108 0 0 SUDHIR GUPTA DIRECTOR 1.00 X 9000 0 0 STEPHEN TROTTER DIRECTOR 1.00 X 9000 0 0 JOE HODGES DIRECTOR 1.00 X 0 0 0 CHARLES SKILLINGS DIRECTOR 1.00 X 0 0 0 MICHAEL P WARWICK VICE PRES/AS 1.00 X 14548 0 0 CHARLES L SHIELDS CHAIR OF THE 2.00 X 12000 0 0 JAMES MICHAEL ADCOCK VP/FINANCE C 1.00 X 9000 0 0 MARK L FINLEY V CHAIR/TREA 1.00 X 9000 0 0 KATHLEEN S LASTER VICE PRES/SE 1.00 X 9000 0 0 LINDA J PRAYTOR GOVERNANCE C 1.00 X 9000 0 0 LAWRENCE STASYSZEN COMMUNICATIO 1.00 X 0 0 0 KAREN MICHELLE BRIGGS PRESIDENT/CE 40.00 X 200000 0 0 289656 1 false true false 2544939 2544939 108796 108796 108599393 102988405 5610988 5610988 5610988 OTHER INCOME 900099 4564 4564 4564 8269287 8269287 3486424 3486424 317768 133815 183953 93404 75308 18096 12022 8537 3485 11511 7996 3515 17015 12082 4933 13374 13374 102723 102723 2542 2542 1120 1120 10056 10056 2569 2569 24000 24000 6558 6558 21809 21809 3837 3837 HOSPITAL CHARGES 243905 243905 AWARDS & DISCRETIONARY 64193 64193 SOFTWARE LICENSING 17194 17194 EDUCATIONAL 12249 12249 28262 28262 4492535 3788355 704180 0 1129511 973982 10175758 2844115 883956 745694 1150659 958883 145964 30690 137082 115274 91617618 87342147 10761686 33545154 144897 196127 116001167 126721376 18657 12830 117553 1048192 15874656 15370549 16010866 16431571 X 99990301 110289805 99990301 110289805 116001167 126721376 3776752 6522752 X true true X true false X 541954 451008 335075 17360 1345397 65086092 62259117 53361922 180707131 65628046 62710125 53696997 17360 182052528 182052528 870309 1143692 890857 2068007 2653735 7626600 870309 1143692 890857 2068007 2653735 7626600 1497587 3523363 971176 702 4564 5997392 67995942 67377180 55559030 2086069 2658299 195676520 0.93040 0.95210 0.04000 0.02000 X PART II, LINE 12 RENT REVENUE FROM SPECIALTY CLINIC 434,243 JOINT VENTURE INCOME 580,089 MEDICARE EHR INCENTIVES 2,321,469 OTHER REVENUE 2,133,892 GIFT SHOP REVENUE 527,699 69678 69678 17342 13007 4335 13446 3653 9793 45498 14030 31468 115274 OTHER INVESTMENTS 26643277 F MORTGAGE-BACKED SECURITIES 5048060 F REAL ESTATE FUNDS 952668 F MINERAL INTERESTS 901149 F 33545154 CAPITAL COMMITMENT PAYABLE 15000000 ACCRUED WORKER'S COMPENSATION 183629 DUE FROM MCR/MCD 125000 OTHER MEDICAL & GENERAL 40671 ACCRUED PAYROLL 7619 ACCRUED VACATION/SICK PAY 7077 ACCRUED PAYROLL TAXES 4553 PAYABLES: 401K 2000 PAYABLE ACCRUAL DUE TO SSM 15370549 X 14792039 6522752 6522752 8269287 8269287 4492535 4492535 4492535 SCHEDULE D, PAGE 3, PART X MANAGEMENT EVALUATES THE FOUNDATIONS TAX POSITIONS AND HAS CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDING ON OR BEFORE JUNE 30, 2010. false BERMUDA INVESTMENTS 1916621 1916621 1916621 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 BERMUDA 0 1,916,621 false THE SALVATION ARMY 1424 NORTHEAST EXPRESSWAY ATLANTA GA 303292088 580660607 501C3 365023 CHARITABLE SUPPORT YOUTH & FAMILY RESOURCE CENTER INC 326 W 11TH ST SHAWNEE OK 74801 730795028 501C3 145896 CHARITABLE GIVING FAMILY PROMISE OF SHAWNEE PO BOX 3044 SHAWNEE OK 74802 900132761 501C3 200000 CHARITABLE SUPPORT SHAWNEE COMMUNITY FOUNDATION PO BOX 1447 SHAWNEE OK 74802 731564157 501C3 616600 CHARITABLE SUPPORT RED ROCK BEHAVIORAL HEALTH 4400 NORTH LINCOLN BLVD OKLAHOMA CITY OK 73105 736111618 57084 CHARITABLE SUPPORT ASHER PUBLIC SCHOOLS 201 S DIVISION PO BOX 168 ASHER OK 74826 731166565 GOV 181000 EDUCATIONAL GATEWAY TO PREVENTION AND RECOVERY 1010 E 45TH SHAWNEE OK 74804 731215510 501C3 104000 CHARITABLE SUPPORT SHAWNEE PUBLIC SCHOOL DISTRICT 326 NORTH UNION SHAWNEE OK 74801 736021209 GOV 110500 EDUCATIONAL C-BAR HORSEMANSHIP PO BOX 1447 SHAWNEE OK 74802 731564157 501C3 5800 CHARITABLE SUPPORT PLEASANT GROVE PUBLIC SCHOOL 1927 EAST WALNUT SHAWNEE OK 74801 731165801 GOV 60098 EDUCATIONAL SOUTH CENTRAL INDUSTRIES PO BOX 3766 SHAWNEE OK 74802 731138726 501C3 5500 CHARITABLE SUPPORT YMCA 700 W SARATOGA SHAWNEE OK 74804 730602462 501C3 105000 EDUCATIONAL TJS SPIRITHORSE THERAPUTIC RIDING 36803 WACO ROAD SHAWNEE OK 74801 900644385 501C3 6000 CHARITABLE SUPPORT PIONEER LIBRARY SYSTEM FOUNDATION 225 NORTH WEBSTER NORMAN OK 73069 010946757 501C3 30000 EDUCATIONAL ST ANTHONY'S SHAWNEE HOSPITAL 1102 W MACARTHUR ST SHAWNEE OK 74804 455055149 270000 CHARITABLE SUPPORT MCLOUD PUBLIC SCHOOLS 113 N MAIN STREET MCLOUD OK 74851 730939118 GOV 28964 EDUCATIONAL MABEE-GERRER MUSEUM OF ART 1900 W MACARTHUR SHAWNEE OK 74804 731392868 501C3 150000 CHARITABLE SUPPORT BOY SCOUTS OF AMERICA 3031 NW 64TH STREET OKLAHOMA CITY OK 73116 730580263 501C3 15000 CHARITABLE SUPPORT CITY OF SHAWNEE 16 W 9TH ST SHAWNEE OK 74801 736005424 GOV 641742 WALKING TRAILS GORDON COOPER TECHNOLOGY CENTER ONE JOHN C BRUTON BLVD SHAWNEE OK 74804 730773117 GOV 107180 EDUCATIONAL MEEKER LIBRARY 616 W CARL HUBBELL BLVD MEEKER OK 74855 731580143 501C3 14200 COMPUTER CENTER TECUMSEH PUBLIC SCHOOLS 1301 E HIGHLAND ST TECUMSEH OK 74873 730734287 GOV 200000 PLAYGROUND PROJECT TOWN OF BETHEL ACRES 18101 BETHEL ROAD SHAWNEE OK 74801 731458135 GOV 30000 COMMUNITY CENTER VOLUNTEER HEALTH CLINIC 1904 GORDON COOPER DRIVE SHAWNEE OK 74801 731555178 501C3 32000 CHARITABLE SUPPORT 22 2 false false false false false false false false false KAREN MICHELLE BRIGGS PRESIDENT/CEO 200000 200000 FORM 990, PART V, LINE 4B CAYMAN ISLANDS, BERMUDA FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZATION DELEGATED THE FOLLOWING DUTIES: BOOKKEEPING, TAX & PAYROLL - FINLEY & COOK, PLLC INVESTMENT MANAGEMENT - GRAYSTONE CONSULTING, MORGAN STANLEY WEALTH MANAGEMENT OIL & GAS MANAGEMENT - BANCFIRST TRUST & INVESTMENT MANAGMENT WORKERS' COMPENSATION - WORKMED BENEFIT SERVICES FORM 990, PAGE 6, PART VI, LINE 11B A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO INCLUDES A REVIEW AND APPROVAL BY AN INDEPENDENT COMMITTEE. THE REVIEW INCLUDES COMPARABILITY DATA, CONTEMPORANEOUS SUBSTANTIATION, DELIBERATION, AND A DECISION. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST