FOUNDATION FOR TULSA SCHOOLS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR TULSA SCHOOLS (EIN 73-1612027)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349301627
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T10:16:38-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741147002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731612027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR TULSA SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 9187466600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN NO 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUCKY LAMONS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9187466600 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HARTOG | PreparerPersonNm |
| PTIN | P00227703 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUCKY LAMONS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN NO 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,053,192 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHED STATEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,340,819 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,348,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $75,128 | PYInvestmentIncomeAmt |
| CY Investment Income | $175,056 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,355 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,268 | CYOtherRevenueAmt |
| PY Total Revenue | $2,499,302 | PYTotalRevenueAmt |
| CY Total Revenue | $1,516,971 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,875,437 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,694,639 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $180,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $188,521 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,069 | PYOtherExpensesAmt |
| CY Other Expenses | $38,725 | CYOtherExpensesAmt |
| PY Total Expenses | $3,090,239 | PYTotalExpensesAmt |
| CY Total Expenses | $1,921,885 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$590,937 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$404,914 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,318,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,780,781 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $344,571 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,974,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,575,735 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE DISTRICT AND STUDENTS OF TULSA PUBLIC SCHOOL DISTRICT. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED AND ENHANCES RESOURCES FOR BOOKS, PHYSICAL EDUCATION, AND INITIATIVE PROGRAMS SUCH AS TEACHER/ LEADER EFFECTIVENESS AND COMMUNITY SCHOOLS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $530,448 | ExpenseAmt |
| Grant | $530,448 | GrantAmt |
| Revenue | $72,034 | RevenueAmt |
| Desc | TO SUPPORT TULSA PUBLIC SCHOOLS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,069,191 | ExpenseAmt |
| Grant | $1,069,191 | GrantAmt |
| Revenue | $815,290 | RevenueAmt |
| Desc | SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR INNOVATION PARTNERS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $95,000 | ExpenseAmt |
| Grant | $95,000 | GrantAmt |
| Revenue | $95,000 | RevenueAmt |
| Desc | SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR ROPE CLIMBING COURSE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,694,639 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR LUCKY LAMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9187466600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SO NEW HAVEN SUITE 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARRY L STEICHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BART BOATRIGHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HANS HELMERICH | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D DUNN | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GABERINO JR | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P JOHNSON | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD F KELLER | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA MARSHALL | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN SCHUSTERMAN | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY ZARROW | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON FULKERSON | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN NEAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FATE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL CHEW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN HAYNIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN DOYLE JD | ||||||
| VP - TLE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE SOULE JD | ||||||
| VP - COMMUNITY SCHOOLS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LUCKY LAMONS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $102,300 | $0 | $12,000 | |
| JOHN ANDERSON | ||||||
| PRESIDENT - FORMER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOE CREIDER | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HANNIBAL JOHNSON JD | ||||||
| PRESIDENT - ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN BEACH | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAN BOWLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS CAMERON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC DELAMETER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DREW FRANCE | ||||||
| DEVELOPMENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF HACKLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM HOFFMEISTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM KUPETSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID STRATTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARA COWAN WATTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE GROSSI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN BRADSHAW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF COUCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN EWING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LTOYA KNIGHTEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT NEWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD ROBERTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $102,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $365,859 | FundraisingAmt |
| All Other Contributions | $982,324 | AllOtherContributionsAmt |
| Total Contributions | $1,348,183 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,253 | TotalRevenueColumnAmt |
| Exclusion | $53,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $576,756 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $454,953 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,803 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,803 | TotalRevenueColumnAmt |
| Exclusion | $121,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $365,859 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $81,268 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,268 | TotalRevenueColumnAmt |
| Exclusion | -$6,268 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,516,971 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $168,788 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,639 | TotalAmt |
| Program Services | $1,694,639 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,300 | TotalAmt |
| Management And General | $102,300 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,126 | TotalAmt |
| Management And General | $48,126 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,956 | TotalAmt |
| Management And General | $13,956 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,139 | TotalAmt |
| Management And General | $12,139 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,982 | TotalAmt |
| Management And General | $12,982 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,904 | TotalAmt |
| Management And General | $6,904 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,234 | TotalAmt |
| Management And General | $8,234 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650 | TotalAmt |
| Management And General | $650 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659 | TotalAmt |
| Management And General | $659 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718 | TotalAmt |
| Management And General | $1,718 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BANK CHARGES | $3,108 | $3,108 |
| MISCELLANEOUS | $2,185 | $2,185 |
| PROFESSIONAL DUES | $1,594 | $1,594 |
| PAYROLL PROCESSING FEE | $586 | $586 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105 | TotalAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,921,885 | TotalAmt |
| Program Services | $1,694,639 | ProgramServicesAmt |
| Management And General | $227,246 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,966 | BOYAmt |
| EOY | $112,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,688 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,712 | BOYAmt |
| EOY | $45,525 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,262 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,620 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,672 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978 | BOYAmt |
| EOY | $948 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,518,344 | BOYAmt |
| EOY | $1,611,035 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,914 | BOYAmt |
| EOY | $9,833 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,602 | BOYAmt |
| EOY | $1,780,781 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,781 | BOYAmt |
| EOY | $187,146 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,000 | BOYAmt |
| EOY | $15,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790 | BOYAmt |
| EOY | $2,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,571 | BOYAmt |
| EOY | $205,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,721 | BOYAmt |
| EOY | $1,314,046 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,295 | BOYAmt |
| EOY | $234,674 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,015 | BOYAmt |
| EOY | $27,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,031 | BOYAmt |
| EOY | $1,575,735 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,602 | BOYAmt |
| EOY | $1,780,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$404,914 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,618 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $825,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,219,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,998,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,340,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,348,183 | CurrentTaxYearAmt |
| Total | $7,732,702 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $825,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,219,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,998,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,340,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,348,183 | CurrentTaxYearAmt |
| Total | $7,732,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,318,630 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,414,072 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,253 | CurrentTaxYearAmt |
| Total | $196,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,929,537 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $318,072 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.43060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42010 | 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 | $27,015 | BeginningYearBalanceAmt |
| End Year Balance | $27,015 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,015 | BeginningYearBalanceAmt |
| End Year Balance | $27,015 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,015 | BeginningYearBalanceAmt |
| End Year Balance | $27,015 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,015 | BeginningYearBalanceAmt |
| End Year Balance | $27,015 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,015 | BeginningYearBalanceAmt |
| End Year Balance | $27,015 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,672 | DepreciationAmt |
| Book Value | $948 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $948 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED COMPENSATION | Desc |
| Amt | $2,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,604,858 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,618 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,618 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,598,240 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$81,269 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$81,269 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,516,971 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,003,154 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $81,269 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $81,269 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,921,885 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,921,885 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE AUDITED FINANCIAL STATEMENTS CONTAINS THE FOLLOWING STATEMENT REGARDING FIN 48 DISCLOSURE: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FOUNDATION MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINIATIONS FOR YEARS PRIOR TO 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES RELATING TO FUNDRAISING EVENTS -81,269. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATING TO FUNDRAISING EVENTS 81,269. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DESIGNER SHOWCASE | NameOfEvent1Amt |
| Gross Receipts Event1 | $209,234 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $209,234 | CharitableContriEvent1Amt |
| Name Of Event2 | GALA DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $124,625 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $88,625 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $36,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $40,206 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $107,000 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $68,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $39,000 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $41,062 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $440,859 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $365,859 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,000 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $81,268 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,268 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,268 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA PUBLIC SCHOOLS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 736021242 | RecipientEIN |
| Cash Grant | $1,694,639 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT TULSA PUBLIC SCHOOLS | PurposeOfGrantTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER HAS DE FACTO DELEGATED AUTHORITY OF THE BOARD OF DIRECTORS. THE TREASURER REVIEWS THE 990 RETURN AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE REASONABLENESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO FILL OUT AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR THE MONITORING OF THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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