2015-05-12T10:16:38-05:00 2014-06-30 731413977 HOGANTAYLOR LLP 2222 S UTICA PL SUITE 200 TULSA OK 741147002 990 2013-07-01 731612027 THE FOUNDATION FOR TULSA SCHOOLS FOUN 9187466600 3027 SOUTH NEW HAVEN NO 600 TULSA OK 741146131 LUCKY LAMONS EXECUTIVE DIRECTOR 9187466600 2015-05-05 1 PAUL HARTOG P00227703 9187452333 2013 2016-02-25 16:41:14Z LUCKY LAMONS 3027 SOUTH NEW HAVEN NO 600 TULSA OK 741146131 2053192 0 X N/A X 2001 OK SEE ATTACHED STATEMENT. 29 29 2 0 0 0 2340819 1348183 0 0 75128 175056 83355 -6268 2499302 1516971 2875437 1694639 0 0 180733 188521 0 0 0 34069 38725 3090239 1921885 -590937 -404914 2318602 1780781 344571 205046 1974031 1575735 X 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. 0 0 530448 530448 72034 TO SUPPORT TULSA PUBLIC SCHOOLS 1069191 1069191 815290 SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR INNOVATION PARTNERS 95000 95000 95000 SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR ROPE CLIMBING COURSE 1694639 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 1 1 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X MR LUCKY LAMONS 9187466600 3027 SO NEW HAVEN SUITE 600 TULSA OK 74114 BARRY L STEICHEN DIRECTOR 1.00 X 0 0 0 BART BOATRIGHT DIRECTOR 1.00 X 0 0 0 HANS HELMERICH ADVISOR 1.00 X 0 0 0 JAMES D DUNN ADVISOR 1.00 X 0 0 0 JOHN GABERINO JR ADVISOR 1.00 X 0 0 0 MICHAEL P JOHNSON ADVISOR 1.00 X 0 0 0 EDWARD F KELLER ADVISOR 1.00 X 0 0 0 PAULA MARSHALL ADVISOR 1.00 X 0 0 0 LYNN SCHUSTERMAN ADVISOR 1.00 X 0 0 0 HENRY ZARROW ADVISOR 1.00 X 0 0 0 AARON FULKERSON PRESIDENT 1.00 X X 0 0 0 SUSAN NEAL DIRECTOR 1.00 X 0 0 0 STEVE FATE DIRECTOR 1.00 X 0 0 0 BILL CHEW DIRECTOR 1.00 X 0 0 0 RYAN HAYNIE DIRECTOR 1.00 X 0 0 0 KEVIN DOYLE JD VP - TLE 1.00 X X 0 0 0 STEVE SOULE JD VP - COMMUNITY SCHOOLS 1.00 X X 0 0 0 LUCKY LAMONS EXECUTIVE DIRECTOR 40.00 X 102300 0 12000 JOHN ANDERSON PRESIDENT - FORMER 1.00 X X 0 0 0 JOE CREIDER TREASURER 1.00 X X 0 0 0 HANNIBAL JOHNSON JD PRESIDENT - ELECT 1.00 X X 0 0 0 SUSAN BEACH SECRETARY 1.00 X X 0 0 0 DAN BOWLING DIRECTOR 1.00 X 0 0 0 DENNIS CAMERON DIRECTOR 1.00 X 0 0 0 MARC DELAMETER DIRECTOR 1.00 X 0 0 0 DREW FRANCE DEVELOPMENT 1.00 X X 0 0 0 JEFF HACKLER DIRECTOR 1.00 X 0 0 0 JIM HOFFMEISTER DIRECTOR 1.00 X 0 0 0 ADAM KUPETSKY DIRECTOR 1.00 X 0 0 0 DAVID STRATTON DIRECTOR 1.00 X 0 0 0 CARA COWAN WATTS DIRECTOR 1.00 X 0 0 0 STEVE GROSSI DIRECTOR 1.00 X 0 0 0 STEPHEN BRADSHAW DIRECTOR 1.00 X 0 0 0 JEFF COUCH DIRECTOR 1.00 X 0 0 0 ROBIN EWING DIRECTOR 1.00 X 0 0 0 LTOYA KNIGHTEN DIRECTOR 1.00 X 0 0 0 MATT NEWMAN DIRECTOR 1.00 X 0 0 0 BRAD ROBERTS DIRECTOR 1.00 X 0 0 0 102300 0 12000 1 0 0 0 0 365859 982324 1348183 53253 53253 576756 454953 121803 121803 121803 75000 365859 81268 -6268 -6268 1516971 0 0 168788 1694639 1694639 102300 102300 48126 48126 13956 13956 12000 12000 12139 12139 12982 12982 6904 6904 8234 8234 650 650 659 659 1718 1718 BANK CHARGES 3108 3108 MISCELLANEOUS 2185 2185 PROFESSIONAL DUES 1594 1594 PAYROLL PROCESSING FEE 586 586 105 105 1921885 1694639 227246 0 202966 112178 363688 223712 45525 1262 10620 9672 978 948 1518344 1611035 8914 9833 2318602 1780781 309781 187146 33000 15500 1790 2400 344571 205046 X 1247721 1314046 699295 234674 27015 27015 1974031 1575735 2318602 1780781 -404914 6618 0 X 0 0 0 X 825756 1219243 1998701 2340819 1348183 7732702 825756 1219243 1998701 2340819 1348183 7732702 4318630 3414072 28101 30354 43020 42107 53253 196835 7929537 318072 0.43060 0.42010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27015 27015 27015 27015 27015 27015 27015 27015 27015 27015 0 0 10620 9672 948 948 ACCRUED COMPENSATION 2400 2400 X 1604858 6618 6618 1598240 -81269 -81269 1516971 2003154 81269 81269 1921885 0 1921885 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. DESIGNER SHOWCASE 209234 209234 GALA DINNER 124625 88625 36000 40206 1 107000 68000 39000 41062 440859 365859 75000 81268 81268 -6268 0 TULSA PUBLIC SCHOOLS 3027 SOUTH NEW HAVEN TULSA OK 74114 736021242 1694639 TO SUPPORT TULSA PUBLIC SCHOOLS 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.