OSTEOPATHIC FOUNDERS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OSTEOPATHIC FOUNDERS FOUNDATION (EIN 73-0583936)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349309871
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:42:34+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14221 Dallas Parkway Suite 400 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730583936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Osteopathic Founders Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSTE | BusinessNameControlTxt |
| Phone | 9185517300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 South Yale Ave Ste 400 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sherri Wise | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9185517300 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Ulloa | PreparerPersonNm |
| PTIN | P01953132 | PTIN |
| Phone | 9727028262 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherri Wise | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 South Yale Ave Ste 400 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,638,320 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSTEOPATHICFOUNDERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE HEALTH AND HEALTHCARE IN NORTHEAST OKLAHOMA THROUGH THE SUPPORT OF OSTEOPATHIC MEDICAL EDUCATION ACROSS THE CONTINUUM OF LEARNING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $323,120 | PYContributionsGrantsAmt |
| CY Contributions Grants | $248,868 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,603 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,040 | CYProgramServiceRevenueAmt |
| PY Investment Income | $590,156 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,671,858 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $947,879 | PYTotalRevenueAmt |
| CY Total Revenue | $1,956,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $485,547 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $216,582 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $422,139 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $395,594 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $48,610 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $440,016 | PYOtherExpensesAmt |
| CY Other Expenses | $498,269 | CYOtherExpensesAmt |
| PY Total Expenses | $1,347,702 | PYTotalExpensesAmt |
| CY Total Expenses | $1,110,445 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$399,823 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $846,321 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,340,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,494,793 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $804,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $750,489 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,535,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,744,304 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE OSTEOPATHIC FOUNDERS FOUNDATION IS TO SUPPORT OSTEOPATHIC MEDICAL EDUCATION, TO ENHANCE THE PUBLIC'S UNDERSTANDING OF OSTEOPATHIC MEDICINE, AND TO IMPROVE THE HEALTH OF THE COMMUNITY THROUGH PROJECTS CONSISTENT WITH THE OSTEOPATHIC PHILOSOPHY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $380,804 | ExpenseAmt |
| Grant | $216,582 | GrantAmt |
| Revenue | $6,139 | RevenueAmt |
| Desc | COMMUNITY GRANTS ARE AN IMPORTANT PART OF THE WORK OF THE OSTEOPATHIC FOUNDERS FOUNDATION. SINCE THE SALE OF OUR HOSPITAL IN 1996, THE FOUNDATION'S TRUSTEES HAVE FOCUSED ON UTILIZING OUR RESOURCES IN A MANNER CONSISTENT WITH THE FOUNDER'S ORIGINAL INTENT. GRANTS ARE AWARDED TO COMMUNITY ORGANIZATIONS WHO SHARE IN OUR MISSION OF PROVIDING CARE TO THE UNDERSERVED AND IN THE PREVENTION AND TREATMENT OF DISEASE. WITH THE SIGNIFICANT HEALTH DISPARITIES EXISTING WITHIN OKLAHOMA COMMUNITIES, PARTICULAR EMPHASIS IS GIVEN TO THE MOST BASIC NEEDS OF FOOD, SAFETY AND SHELTER. OKLAHOMA'S POOR RATINGS FOR THE HEALTH OF OUR CITIZENS DEMAND THAT MANY OF OUR RESOURCES BE DIRECTED TO THE SUPPORT OF BASIC NUTRITION SERVICES TO IMPROVE THE HEALTH STATUS OF THOSE STRUGGLING WITH FOOD VULNERABILITY. MULTIPLE GRANTS WERE PROVIDED TO FOOD DISTRIBUTION CHARITIES THROUGHOUT THE GREATER TULSA AREA. A PARTICULARLY VULNERABLE GROUP, INFANTS AND CHILDREN, WERE PROVIDED SPECIALTY INFANT FORMULA THROUGH OUR $10,000 GRANT TO EMERGENCY INFANT SERVICES AND ANOTHER TO SOUTH TULSA COMMUNITY HOUSE. SPECIAL WEEKEND "TAKE HOME" PACKS THROUGH OUR $5000 GRANT SUPPORTING THE FOOD FOR KIDS PROGRAM AT FOOD BANK OF EASTERN OKLAHOMA HELP ALLEVIATE HUNGER WHEN KIDS AREN'T IN SCHOOL. AS TULSA'S SPANISH SPEAKING POPULATION CONTINUES TO GROW, DELIVERING SERVICES TO THEM HAS BECOME CHALLENGING. WE WERE EXCITED TO PROVIDE $10,000 IN FUNDING TO LA COSECHA, A FOOD DISTRIBUTION PROGRAM SPECIFICALLY AIMED AT OUR HISPANIC NEIGHBORS. ANOTHER SPECIAL POPULATION WE WERE PROUD TO SUPPORT IS COLLEGE STUDENTS. WE ALL RECOGNIZE THAT LEARNING IS MORE DIFFICULT WHEN STUDENTS ARE HUNGRY AND MANY COLLEGE STUDENTS CANNOT STRETCH THEIR DOLLARS TO COVER TUITION, FEES, RENT AND FOOD. WE WERE DELIGHTED TO PROVIDE $10,000 TO THE CAMPUS CUPBOARD AT OSU TULSA WHICH SERVES THEIR OWN STUDENTS AS WELL AS OUR MEDICAL STUDENTS FROM OSU CENTER FOR HEALTH SCIENCES. THESE ARE EXAMPLES OF THE NEARLY TWENTY INVESTMENTS MADE THIS YEAR TO ADDRESS THE PROBLEM OF FOOD INSECURITY IN OKLAHOMA WHERE ONE IN FOUR CHILDREN AND ONE IN SIX ADULTS AND SENIORS SUFFER FROM A LACK OF ADEQUATE FOOD AND NUTRITION. WE CONTINUE TO SUPPORT THE OSU CENTER FOR HEALTH SCIENCES WITH FUNDING TO SUPPORT THE SIMULATION CENTER WHICH PROVIDES MEDICAL STUDENTS, RESIDENTS, AND FELLOWS WITH CLINICAL EXPERIENCE AS AN ADJUNCT TO THEIR TRAINING. THE FOUNDATION IS VERY PROUD OF THESE AND OTHER INVESTMENTS THAT WE CONTINUE TO MAKE IN THE TULSA AND NORTHEAST OKLAHOMA COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $181,987 | ExpenseAmt |
| Desc | HEART DISEASE IS THE LEADING CAUSE OF DEATH FOR MEN AND WOMEN OF MOST RACIAL AND ETHNIC GROUPS IN THE UNITED STATES. IN THE US, SOMEONE WILL SUFFER A HEART ATTACK EVERY 40 SECONDS. ANNUALLY, MORE THAN 805,000 PEOPLE IN THIS COUNTY HAVE A HEART ATTACK WITH MORE THAN 600,000 OF THOSE BEING A FIRST HEART ATTACK. THERE ARE AROUND 60,000 CASES OF CARDIAC ARREST IN THE US EVERY YEAR BUT FEWER THAN 1 IN 10 PATIENTS SURVIVE AN OUT-OF-HOSPITAL CARDIAC ARREST. IMMEDIATE INITIATION OF CARDIOPULMONARY RESUSCITATION (CPR) CAN AT LEAST DOUBLE SURVIVAL OF SUCH AN EVENT AND DEFIBRILLATION WITHIN 3 - 5 MINUTES OF COLLAPSE CAN PRODUCE MORE IMPROVED SURVIVAL RATES. CARDIAC ARRESTS THAT OCCUR OUTSIDE THE HOSPITAL ARE SIGNIFICANTLY MORE DEADLY THAN IN-HOSPITAL CARDIAC ARRESTS. A PUBLIC HEALTH ISSUE, IN ADDITION TO OUR SUPPORT OF THE AMERICAN HEART ASSOCIATION, THE FOUNDATION HAS CHOSEN TO ADDRESS THE NEED FOR CONTINUED TRAINING OF HEALTH PROFESSIONALS BY ESTABLISHING AN EMERGENCY CARDIOVASCULAR CARE TRAINING SITE ACCREDITED BY THE AHA. TRAINING IN ADVANCED CARDIOVASCULAR LIFE SUPPORT, PEDIATRIC ADVANCED LIFE SUPPORT AND BASIC LIFE SUPPORT FOR HEALTHCARE PROVIDERS IS OFFERED FOR PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS. WE ALSO PLACE AN EMPHASIS ON PROVIDING TRAINING IN THE BASIC SKILLS OF CARDIOPULMONARY RESUSCITATION TO THE LAY COMMUNITY IN HOPES OF IMPROVING SURVIVAL RATES OF OUT-OF-HOSPITAL CARDIAC EVENTS THROUGH OUR FRIENDS AND FAMILY PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $141,862 | ExpenseAmt |
| Revenue | $29,901 | RevenueAmt |
| Desc | AS STATED IN THE MISSION STATEMENT, SUPPORT OF OSTEOPATHIC MEDICAL EDUCATION IS CENTRAL TO THE FOUNDATION'S INVESTMENTS. AT THE PRE-DOCTORAL LEVEL, TWO SCHOLARSHIPS ARE AWARDED TO OSTEOPATHIC MEDICAL STUDENTS AT OKLAHOMA STATE UNIVERSITY COLLEGE OF OSTEOPATHIC MEDICINE BASED ON ACADEMIC ACHIEVEMENT, PROFESSIONAL AMBASSADORSHIP, AND COMMUNITY ENGAGEMENT. OTHER SCHOLARSHIPS ARE GRANTED AT OSU WHICH RECOGNIZE LEADERSHIP ABILITY AS WELL AS MEDICAL RESEARCH ACCOMPLISHMENTS. ALL OF THESE AWARDS ASSIST STUDENTS WITH THE COST OF TUITION, FEES, AND BOOKS. TWO ADDITIONAL SCHOLARSHIPS, ONE RECOGNIZING THE ROLE OF WOMEN IN MEDICINE AND ONE ENCOURAGING CAREERS IN PREVENTATIVE MEDICINE ARE GRANTED WITH THE ASSISTANCE OF THE STUDENT OSTEOPATHIC MEDICAL ASSOCIATION FOUNDATION TO STUDENTS FROM MEDICAL SCHOOLS ACROSS THE COUNTRY. GRANTS WERE ALSO MADE TO THE OSU FOUNDATION, THE OKLAHOMA EDUCATIONAL FOUNDATION FOR OSTEOPATHIC MEDICINE, THE STUDENT OSTEOPATHIC MEDICAL ASSOCIATION FOUNDATION, AND THE AMERICAN OSTEOPATHIC FOUNDATION TO SUPPORT THEIR MEDICAL STUDENT SCHOLARSHIP PROGRAMS. FOR THOSE YOUNG PHYSICIANS IN POST-GRADUATE TRAINING, THE FOUNDATION OFFERS TWO PROGRAMS. EACH RESIDENT AND FELLOW TRAINING AT OSU MEDICAL CENTER IS ELIGIBLE TO RECEIVE ONE TEXTBOOK DURING EACH YEAR OF THEIR TRAINING WHICH IS TO BE USED IN THE DIDACTIC ACTIVITIES OF THEIR PROGRAM. STIPENDS WHICH SUPPORT THE COSTS ASSOCIATED WITH REQUIRED CONFERENCES, COURSES, AND OUT ROTATIONS ARE GRANTED ON A COMPETITIVE BASIS TO OSTEOPATHIC RESIDENTS AND FELLOWS ENROLLED IN AN ACGME ACCREDITED POSTGRADUATE TRAINING PROGRAM WITH OSTEOPATHIC RECOGNITION WHO ARE PARTICIPATING IN A COMPONENT OF SCHOLARLY ACTIVITY DURING THEIR TRAVEL. ADDITIONALLY, THE OSTEOPATHIC FOUNDERS FOUNDATION PARTNERS WITH THE OKLAHOMA EDUCATIONAL FOUNDATION FOR OSTEOPATHIC MEDICINE TO SUPPORT THE AWARDS IN THEIR STUDENT/RESIDENT POSTER COMPETITION EACH YEAR AND IS THE SPONSOR OF THE AWARDS FOR THE GRADUATE MEDICAL EDUCATION PATIENT SAFETY AND QUALITY IMPROVEMENT SYMPOSIUM IN OKLAHOMA. IN 2023 WE BEGAN A PARTNERSHIP WITH OSU DEPARTMENT OF GRADUATE MEDICAL EDUCATION TO PROVIDE A PROGRAM PREPARING RESIDENTS/FELLOWS IN THEIR FINAL YEAR OF TRAINING TO TRANSITION TO PRACTICE BY INFORMING THEM OF BASICS SUCH AS CONTRACTING, MEDICAL LIABILITY INSURANCE, FINANCIAL MANAGEMENT, WELLNESS, AND MUCH MORE. MUCH OF OUR WORK IS INVOLVED IN THE CREATION AND PRESENTATION OF CONTINUING MEDICAL EDUCATION FOR PHYSICIANS. THE CME MISSION OF THE OSTEOPATHIC FOUNDERS FOUNDATION IS TO CONTINUALLY IMPROVE PATIENT CARE BY PROVIDING TIMELY, RELEVANT, EVIDENCE-BASED CLINICAL KNOWLEDGE TO OSTEOPATHIC PHYSICIANS AND OTHER HEALTHCARE PROVIDERS. IN 2009 THE FOUNDATION RECEIVED ITS INITIAL ACCREDITATION FROM THE AMERICAN OSTEOPATHIC ASSOCIATION AS A CATEGORY 1-A PROVIDER. SINCE THEN, WE HAVE ESTABLISHED RELATIONSHIPS WITH COMMUNITY PARTNERS ALLOWING US TO PROVIDE ACCESS TO OUR PROGRAMS TO ALL OSTEOPATHIC PHYSICIANS, PHARMACISTS, NURSES, COUNSELORS, AND OTHER HEALTH CARE PROFESSIONALS. DURING 2023, PROFESSIONAL DEVELOPMENT PROGRAMS WERE OFFERED IN A VARIETY OF SPECIALTIES INCLUDING PSYCHIATRY, ADDICTION MEDICINE, PEDIATRICS, EMERGENCY MEDICINE, INTERNAL MEDICINE, NEUROLOGY, AND A WIDE RANGE OF TOPICS IN PRIMARY CARE. WE ALSO OFFERED THE FIRST OF OUR PROGRAMS MEETING REQUIREMENTS OF THE MATE ACT WHICH IS REQUIRED IN ORDER FOR PHYSICIANS TO RENEW THEIR DEA LICENSE. THE CHALLENGES OF CONTINUING EDUCATIONAL OPPORTUNITIES DURING THE PANDEMIC LED TO THE CREATION OF THE ECME MONTHLY MEDICINE PROGRAM WHICH HAS EXPANDED OUR REACH TO PHYSICIANS ACROSS THE UNITED STATES. THESE PROGRAMS HAVE A GROWING AUDIENCE EACH MONTH AS WE ADDRESS TOPICS OF INTEREST ACROSS SPECIALTIES AT NO COST TO THE LEARNERS. THE FOUNDATION CONTINUES TO OFFER PROGRAMS ADDRESSING OKLAHOMA'S OPIOID CRISIS BY PRESENTING, WITH OUR PARTNERS, MULTIPLE SESSIONS, BOTH IN-PERSON AND VIRTUALLY WHICH ALLOW BOTH DO'S AND MD'S TO MEET THE STATUTORY REQUIREMENT OF EDUCATION ON THE PRESCRIBING OF CONTROLLED DANGEROUS SUBSTANCES. THE FOUNDATION CONTINUES TO MEET ITS MANDATE OF SERVING THE CONTINUUM OF MEDICAL EDUCATION FROM MEDICAL SCHOOL THROUGH MEDICAL PRACTICE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $704,653 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | 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 | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRI L WISE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9185517300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 S YALE AVE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| A NICOLE FARRAR DO | |||||||
| CHAIRMAN | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACOB K TARABOLOUS DO | |||||||
| VICE-CHAIRMAN | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TARA B HASENPFLUG DO | |||||||
| SECRETARY/TREASURER | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TREVOR L BRIGHT DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW S CRAWFORD DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HENRY G WILL JD | |||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEREMY S FULLINGIM DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLIE K DULLYE MD | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW L ELSE DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICAH J DERBY DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P CARNEY DO | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHERRI L WISE | |||||||
| PRESIDENT/CEO | 40.0 | 0.0 | Yes (X) | $186,715 | $0 | $16,134 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $186,715 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,375 | MembershipDuesAmt |
| All Other Contributions | $247,493 | AllOtherContributionsAmt |
| Total Contributions | $248,868 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611420 | $29,901 | $29,901 |
| OTHER INCOME | 900099 | $6,139 | $6,139 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,040 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,331 | TotalRevenueColumnAmt |
| Exclusion | $665,331 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $688,082 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$318,446 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,006,528 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,006,527 | TotalRevenueColumnAmt |
| Exclusion | $1,006,527 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,956,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,671,858 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,079 | TotalAmt |
| Program Services | $78,079 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,503 | TotalAmt |
| Program Services | $138,503 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,849 | TotalAmt |
| Program Services | $141,974 | ProgramServicesAmt |
| Management And General | $46,735 | ManagementAndGeneralAmt |
| Fundraising | $14,140 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,132 | TotalAmt |
| Program Services | $105,078 | ProgramServicesAmt |
| Management And General | $34,589 | ManagementAndGeneralAmt |
| Fundraising | $10,465 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,736 | TotalAmt |
| Program Services | $1,915 | ProgramServicesAmt |
| Management And General | $630 | ManagementAndGeneralAmt |
| Fundraising | $191 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,062 | TotalAmt |
| Program Services | $12,642 | ProgramServicesAmt |
| Management And General | $4,161 | ManagementAndGeneralAmt |
| Fundraising | $1,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,815 | TotalAmt |
| Program Services | $15,268 | ProgramServicesAmt |
| Management And General | $5,026 | ManagementAndGeneralAmt |
| Fundraising | $1,521 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,828 | TotalAmt |
| Program Services | $24,376 | ProgramServicesAmt |
| Management And General | $8,024 | ManagementAndGeneralAmt |
| Fundraising | $2,428 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,519 | TotalAmt |
| Management And General | $196,519 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156 | TotalAmt |
| Program Services | $109 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
| Fundraising | $11 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,861 | TotalAmt |
| Program Services | $11,101 | ProgramServicesAmt |
| Management And General | $3,654 | ManagementAndGeneralAmt |
| Fundraising | $1,106 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599 | TotalAmt |
| Program Services | $1,119 | ProgramServicesAmt |
| Management And General | $369 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,372 | TotalAmt |
| Program Services | $56,252 | ProgramServicesAmt |
| Management And General | $18,517 | ManagementAndGeneralAmt |
| Fundraising | $5,603 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,450 | TotalAmt |
| Program Services | $10,114 | ProgramServicesAmt |
| Management And General | $3,329 | ManagementAndGeneralAmt |
| Fundraising | $1,007 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,951 | TotalAmt |
| Program Services | $2,765 | ProgramServicesAmt |
| Management And General | $910 | ManagementAndGeneralAmt |
| Fundraising | $276 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,092 | TotalAmt |
| Program Services | $4,964 | ProgramServicesAmt |
| Management And General | $1,634 | ManagementAndGeneralAmt |
| Fundraising | $494 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Scholarships and Awards | $40,051 | $28,032 | $9,227 | $2,792 |
| Outside Services | $35,940 | $25,154 | $8,281 | $2,505 |
| Miscellaneous Expense | $32,099 | $22,465 | $7,396 | $2,238 |
| Repairs and Maintenance | $13,515 | $9,459 | $3,114 | $942 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,836 | TotalAmt |
| Program Services | $15,284 | ProgramServicesAmt |
| Management And General | $5,031 | ManagementAndGeneralAmt |
| Fundraising | $1,521 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,110,445 | TotalAmt |
| Program Services | $704,653 | ProgramServicesAmt |
| Management And General | $357,182 | ManagementAndGeneralAmt |
| Fundraising | $48,610 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,488 | BOYAmt |
| EOY | $5,919 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,440 | BOYAmt |
| EOY | $59,166 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232 | BOYAmt |
| EOY | $232 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479 | BOYAmt |
| EOY | $559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,939 | BOYAmt |
| EOY | $24,694 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $297,367 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $286,157 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,050 | BOYAmt |
| EOY | $11,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,206,001 | BOYAmt |
| EOY | $19,743,415 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,712,529 | BOYAmt |
| EOY | $5,509,620 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,010 | BOYAmt |
| EOY | $139,978 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,340,168 | BOYAmt |
| EOY | $25,494,793 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,970 | BOYAmt |
| EOY | $175,303 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,000 | BOYAmt |
| EOY | $27,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,068 | BOYAmt |
| EOY | $546,686 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $804,538 | BOYAmt |
| EOY | $750,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,520,499 | BOYAmt |
| EOY | $21,544,965 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,015,131 | BOYAmt |
| EOY | $3,199,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,535,630 | BOYAmt |
| EOY | $24,744,304 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,340,168 | BOYAmt |
| EOY | $25,494,793 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $846,321 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,363,512 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,159 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $278,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $323,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,868 | CurrentTaxYearAmt |
| Total | $1,513,039 | 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 | $278,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $323,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,868 | CurrentTaxYearAmt |
| Total | $1,513,039 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $105,351 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,407,688 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $366,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $719,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $590,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665,331 | CurrentTaxYearAmt |
| Total | $2,870,823 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,383,862 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $248,089 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.32111 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35675 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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 | $5,009,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $633,624 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $228,073 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,415,049 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,545,853 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $543,846 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,201 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,009,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,286,553 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$654,268 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $86,432 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,545,853 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,538,240 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $913,269 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $164,956 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,286,553 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,039,587 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $590,606 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $91,953 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,538,240 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,057 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,100 | DepreciationAmt |
| Book Value | $11,210 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,210 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Alternative Investments | $5,509,620 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,509,620 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Deferred Compensation | $260,478 |
| Funds Held for Others | $21,022 |
| Lease Liability | $153,864 |
| Unitrust Liabilities Payable | $111,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $546,686 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS. THE FOUNDATION'S PERMANENT ENDOWMENT FUND CONSISTS OF ONE FUND, ESTABLISHED FOR THE SUPPORT AND FURTHERANCE OF MEDICAL EDUCATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Food Bank of Eastern Oklahoma | |||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | 731184980 | 501(c)(3) | $10,000 | Summer Meals Initiative program |
| Meals on Wheels of Metro Tulsa Inc | |||||||
| 5151 E 51st St | Tulsa | OK | 74135 | 731125389 | 501(c)(3) | $5,000 | Home-Delivered Meal Program |
| Iron Gate | |||||||
| 501 W Archer Ave | Tulsa | OK | 74103 | 203164551 | 501(c)(3) | $5,000 | Kid's Pack Program |
| Kendall Whittier Inc | |||||||
| PO Box 4165 | Tulsa | OK | 74159 | 731016797 | 501(c)(3) | $5,000 | Emergency Food Pantry |
| Youth Services of Tulsa Inc | |||||||
| 311 S Madison Ave | Tulsa | OK | 74120 | 730783251 | 501(c)(3) | $5,000 | Food Pantry and Portable Food Packs |
| Tulsa CARES | |||||||
| 3712 E 11th St | Tulsa | OK | 74112 | 731388569 | 501(c)(3) | $7,500 | nutrition program |
| Oklahoma State University Foundation | |||||||
| 400 S Monroe | Stillwater | OK | 74074 | 736097060 | 501(c)(3) | $10,135 | Center for Health Sciences Alumni Association General Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Support of Post-graduate didactics | 162 | $36,136 | FMV | TEXTBOOKS | |
| Medical School Scholarships | 7 | $33,500 | |||
| Developing Educational Content | 235 | $31,297 | FMV | EDUCATIONAL CONTENT FOR SYMPOSIUM | |
| Educational Support of Medical Residency Programs | 145 | $37,570 | FMV | Scrubs, Books, Board Review Materials, Wellness Activities, and Other Educational Resources |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES THAT GRANTS OF $5,000 OR MORE BE MADE SUBJECT TO A WRITTEN AGREEMENT. THE AGREEMENT SPECIFIES THE AGREED UPON PURPOSE OF THE GRANT AND OTHER REQUIREMENTS OF THE GRANTEE. THE EXPENDITURE AGREEMENT REQUIRES THAT ALL FUNDS MUST BE UTILIZED FOR THE SPECIFIED PURPOSE WITHIN 15 MONTHS OR RETURNED TO THE FOUNDATION. THE AGREEMENT ALSO REQUIRES THAT THE GRANTEE WILL FURNISH TO THE FOUNDATION A COMPLETE REPORT ON THE MANNER IN WHICH THE FUNDS WERE EXPENDED WITHIN TWELVE MONTHS OF THE DATE OF THE AGREEMENT AND THE RECORDS OF ALL EXPENDITURES UNDER THE GRANT MUST BE RETAINED AND MADE AVAILABLE FOR AT LEAST FOUR YEARS. THE FOUNDATION'S EXPENDITURE AGREEMENT SPECIFICALLY PROHIBITS ANY OF ITS GRANT FUNDS FROM BEING USED TO INFLUENCE LEGISLATION OR ANY PUBLIC ELECTION AND DENIES ANY TRANSFER OF GRANT FUNDS TO ANOTHER ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI L WISE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $186,715 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,066 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,068 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $202,849 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | DURING 2024 THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN: SHERRI WISE, CEO NO PAYMENTS WERE MADE DURING 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee is composed of the officers of the Board of Directors and one additional member of the board. They have the authority to act on behalf of the Board of Directors between regular meetings and be accountable to the Board of Directors as a body. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MEMBERSHIP IN THE CORPORATION IS GRANTED TO ANY PERSON WHO IS AN OSTEOPATHIC PHYSICIAN AND WHO MAKES AN ANNUAL FINANCIAL CONTRIBUTION TO THE FOUNDATION, OR WHO MAKES A ONE-TIME CONTRIBUTION OF AT LEAST $250. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE CHAIRMAN OF THE BOARD WILL ANNUALLY APPOINT A NOMINATING COMMITTEE COMPOSED OF 3 MEMBERS OF THE ORGANIZATION WHO ARE CURRENTLY SERVING ON THE BOARD OF DIRECTORS. THE NOMINATING COMMITTEE, NOT LESS THAN 90 DAYS PRIOR TO THE ORGANIZATION'S FISCAL YEAR-END, SHALL NOMINATE ONE CANDIDATE TO FILL THE POSITION OF EACH DIRECTOR WHOSE TERM IS EXPIRING. THE NOMINATIONS ARE ANNOUNCED TO ALL MEMBERS OF THE ORGANIZATION 60 DAYS PRIOR TO YEAR-END. A FORM IS MADE AVAILABLE AT THE PRINCIPAL OFFICE OF THE ORGANIZATION FOR WRITE-IN NOMINATIONS. WRITE-IN NOMINATIONS REQUIRE THE AFFIRMATION OF THREE MEMBERS OF THE ORGANIZATION IN ORDER TO BE PLACED ON THE BALLOT. BALLOTS ARE REQUIRED TO BE MAILED TO ALL MEMBERS OF THE CORPORATION. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | THE AMENDED AND RESTATED BYLAWS OF THE ORGANIZATION RESERVE THE POWER TO AMEND THE BYLAWS TO THE MEMBERSHIP OF THE ORGANIZATION. THE PROCEDURE REQUIRED TO AMEND THE BYLAWS BEGINS WITH THE INITIATION OF THE PROPOSED AMENDMENT BY THE BOARD OF DIRECTORS. AT THE NEXT MEETING OF THE BOARD OF DIRECTORS, SUBSEQUENT TO THE MEETING AT WHICH THE PROPOSED AMENDMENTS WERE PRESENTED, SUCH AMENDMENTS MUST RECEIVE THE AFFIRMATIVE VOTE OF THE MAJORITY OF DIRECTORS IN ORDER TO ADVANCE. IF APPROVED BY THE BOARD OF DIRECTORS, THE PROPOSED AMENDMENTS SHALL BE MAILED TO THE MEMBERS OF THE ORGANIZATION AT LEAST 30 DAYS PRIOR TO THE DATE ESTABLISHED FOR THE BALLOT ON WHICH THEY ARE TO BE CONSIDERED FOR ADOPTION. TO BE EFFECTIVE, AMENDMENTS MUST RECEIVE THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS REPRESENTED BY ABSENTEE BALLOT OR AT A MEETING OF THE ORGANIZATION AT WHICH A DULY QUALIFIED QUORUM IS PRESENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | FOLLOWING REVIEW BY THE FOUNDATION'S CEO, THE COMPLETED 990 IS TRANSMITTED ELECTRONICALLY TO THE FOUNDATION'S BOARD OF DIRECTORS. THE CEO AND FOUNDATION'S INDEPENDENT ACCOUNTANTS MAKE THEMSELVES AVAILABLE TO ANSWER ANY QUESTIONS FROM MEMBERS OF THE BOARD. AFTER ALL QUESTIONS ARE RESOLVED, THE RETURN IS AUTHORIZED FOR FILING BY THE CEO. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH SERVES TO ASSIST DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION TO IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE A PROCEDURE WHICH WILL ALLOW A TRANSACTION WHICH IS IN THE BEST INTEREST OF THE CORPORATION TO BE BINDING EVEN THOUGH A DIRECTOR, OFFICER, OR EMPLOYEE MAY HAVE A CONFLICT OF INTEREST IN RESPECT TO THAT TRANSACTION. THE POLICY IS DISTRIBUTED ANNUALLY AT THE FIRST MEETING OF THE BOARD OF DIRECTORS FOLLOWING THE BEGINNING OF THE ORGANIZATION'S FISCAL YEAR. THE POLICY IS REVIEWED DURING THAT MEETING. EACH PERSON SERVING AS A DIRECTOR, OFFICER OR KEY EMPLOYEE OF THE CORPORATION IS REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH HE OR SHE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. MATERIALS FOR MEETINGS OF THE BOARD OF DIRECTORS ARE DISTRIBUTED ELECTRONICALLY IN ADVANCE OF THE MEETING, GIVING DIRECTORS, OFFICERS AND KEY EMPLOYEES AN OPPORTUNITY TO IDENTIFY ANY PROPOSED ACTION IN WHICH HE OR SHE MAY HAVE A CONFLICT OF INTEREST. FOLLOWING THE CALL TO ORDER AT EACH MEETING OF THE BOARD OF DIRECTORS AND COMMITTEES, A REQUEST FOR DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST IS MADE. AN ABSENCE OF A DECLARATION OF A CONFLICT-OF-INTEREST AT THAT TIME DOES NOT PRECLUDE THE LATER ANNOUNCEMENT OF A CONFLICT OF INTEREST WHICH IS DETERMINED BY A DIRECTOR, OFFICER OR KEY EMPLOYEE DURING THE MEETING. PROCESS WHEN A CONFLICT ARISES: PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT-OF-INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE MOST RECENT COMPENSATION REVIEW OF THE FOUNDATION'S CEO WAS COMPLETED IN JANUARY 2024 BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMBERS OF THE EXECUTIVE COMMITTEE PLUS ADDITIONAL MEMBERS OF THE BOARD OF DIRECTORS WHO ARE INVITED BY THE CHAIRMAN DUE TO SPECIALIZED KNOWLEDGE. ALL MEMBERS OF THE COMPENSATION COMMITTEE ARE INDEPENDENT MEMBERS OF THE GOVERNING BODY. THE COMMITTEE DETERMINES, BASED ON BUDGETARY CONSIDERATIONS, WHETHER AN ADJUSTMENT IN COMPENSATION WILL BE CONSIDERED FOR THE YEAR. IF THE DECISION IS AFFIRMATIVE, THE COMMITTEE REVIEWS DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY WHICH COMPILES SALARY AND BENEFIT INFORMATION FROM MORE THAN 800 FOUNDATIONS NATIONWIDE, STRATIFYING IT GEOGRAPHICALLY, BY ASSET SIZE, AND MANY OTHER VARIABLES. THE COMMITTEE COMPARES THE ORGANIZATION'S CURRENT SALARY FOR THE CEO TO THE MEDIAN SALARY OF SIMILARLY LOCATED, LIKE-SIZED FOUNDATIONS AND DISCUSSES WHETHER AN ADJUSTMENT IN COMPENSATION IS WARRANTED. THE DISCUSSION AND SUBSEQUENT DECISION IS DOCUMENTED BY THE CHAIRMAN AND THE CONCLUSIONS OF THE COMMITTEE PRESENTED TO THE CEO IN A FOLLOW-UP MEETING. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION HAS ALWAYS MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, REVIEWED FINANCIAL STATEMENTS AND IRS FORM 990 AVAILABLE TO THE PUBLIC. WE HAVE ALLOCATED SPACE FOR THESE DOCUMENTS ON THE FOUNDATION'S WEBSITE. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in beneficial Interest In Assets Held By Others - -1159; Total - -1159; |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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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