MORNINGCREST HEALTHCARE FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MORNINGCREST HEALTHCARE FOUNDATION (EIN 04-3815973)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201522259349301812
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T10:53:47-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 S UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741147002ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043815973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORNINGCREST HEALTHCARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORNBusinessNameControlTxt
Phone9183920750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG FOLANDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9183920750PhoneNum
Signature2015-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone9187452333PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG FOLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,263,082GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICESActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,575,307PYContributionsGrantsAmt
CY Contributions Grants$55,614CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,377,774PYInvestmentIncomeAmt
CY Investment Income$4,894,030CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$10,376CYOtherRevenueAmt
PY Total Revenue$5,953,081PYTotalRevenueAmt
CY Total Revenue$4,960,020CYTotalRevenueAmt
PY Grants And Similar Paid$620,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,931,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$230,807CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$227,056PYOtherExpensesAmt
CY Other Expenses$246,602CYOtherExpensesAmt
PY Total Expenses$847,056PYTotalExpensesAmt
CY Total Expenses$5,408,409CYTotalExpensesAmt
PY Revenues Less Expenses$5,106,025PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$448,389CYRevenuesLessExpensesAmt
Total Assets BOY$87,289,771TotalAssetsBOYAmt
Total Assets EOY$86,359,856TotalAssetsEOYAmt
Total Liabilities BOY$797,390TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,416,349TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,492,381NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$84,943,507NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS OF THE TULSA, OKLAHOMA METROPOLITAN STATISTICAL AREA WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,000,000ExpenseAmt
Grant$1,000,000GrantAmt
DescA $1,000,000 GRANT WAS MADE TO LIFE SENIOR SERVICES FOR THE IMPLEMENTATION OF A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). PACE COORDINATES SERVICES TO INDIVIDUALS WHO ARE 55 YEARS OF AGE AND OLDER, CERTIFIED BY THEIR STATE TO NEED NURSING HOME LEVEL OF CARE, AND WHO LIVE IN A PACE SERVICE AREA. THE PROJECTED CENSUS AT THE END OF THE FIRST YEAR IS 55 AND 139 BY THE END OF THE THIRD YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$850,000ExpenseAmt
Grant$850,000GrantAmt
Desc$850,000 IN TWO GRANTS WERE MADE TO MORTON COMPREHENSIVE HEALTH SERVICES. MORTON IS A FEDERALLY QUALIFIED HEALTH CLINIC AND HAD EXPERIENCED A SIGNIFICANT REDUCTION IN THE AMOUNT OF FUNDS RECEIVED FROM THE STATE UNCOMPENSATED CARE FUND. MORTON PROVIDED UNCOMPENSATED CARE SERVICES DURING ITS LATEST FISCAL YEAR TO 11,410 PATIENTS FOR 26,656 VISITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$650,000ExpenseAmt
Grant$650,000GrantAmt
DescA $650,000 GRANT WAS MADE TO FAMILY AND CHILDREN'S SERVICES FOR ITS COMMUNITY IN CRISIS CAMPAIGN. THE CAMPAIGN WAS FOR THE RENOVATION OF A BUILDING TO (1) HOUSE A NEW MENTAL HEALTH CRISIS STABILIZATION URGENT CARE CENTER AND 16 BED CRISIS UNIT AND (2) HOUSE THE EXPANSION OF THE WOMEN IN RECOVERY PROGRAM. OVER 2,500 TULSANS RECEIVED EMERGENCY PSYCHIATRIC SERVICES IN THE NEW CENTER DURING ITS FIRST 12 MONTHS OF OPERATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,473,567ExpenseAmt
Grant$2,431,000GrantAmt
DescA $650,000 GRANT WAS MADE TO DVIS FOR THEIR CAPITAL CAMPAIGN FOR A NEW EMERGENCY SHELTER AND TRANSITIONAL LIVING CENTER. TWO GRANTS WERE MADE TO THE UNIVERSITY OF OKLAHOMA FOUNDATION TOTALLING $630,000. THE FIRST GRANT WAS TO PROVIDE OPERATIONAL FUNDING FOR A HEALTH LITERACY LIBRARY WHICH SERVED 2,180 INDIVIDUALS DURING 2014 AND THE SECOND GRANT WAS TO PROVIDE THREE YEARS OF FUNDING FOR A PRE-PREGNANCY HEALTH PROGRAM SERVING AN ESTIMATED 100 WOMEN EACH YEAR. A $320,000 GRANT WAS MADE TO TCC FOR A PHYSICAL REHABILITATION TRAINING CLINIC. A $200,000 GRANT WAS MADE TO NEWVIEW OKLAHOMA TO BRING REDUCED VISION SERVICES TO THE TULSA AREA. SEVERAL SMALLER GRANTS WERE MADE FOR HEALTHCARE RELATED SERVICES IN THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,473,567TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,431,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$4,973,567TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREG FOLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9183920750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE SUITE 600AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MICHAEL E BARTLETT
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
SHARON J BELL
SECRETARY0.30Yes (X)Yes (X)$0$0$0
DAVID L CLEVELAND
DIRECTOR0.50Yes (X)$0$0$0
BARRY M DAVIS
DIRECTOR0.50Yes (X)$0$0$0
LEONARD J EATON JR
DIRECTOR0.50Yes (X)$0$0$0
ROGER V HAGLUND MD
DIRECTOR0.50Yes (X)$0$0$0
WH HELMERICH IV
DIRECTOR0.50Yes (X)$0$0$0
SUSANNAH H ADELSON
DIRECTOR0.30Yes (X)$0$0$0
LISA Z CLARK
DIRECTOR0.30Yes (X)$0$0$0
SUSAN C STONE
DIRECTOR0.30Yes (X)$0$0$0
DONALD E WALKER
CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
ELIZABETH K HALL
DIRECTOR0.30Yes (X)$0$0$0
MICHAEL P LAPOLLA
DIRECTOR0.30Yes (X)$0$0$0
MARC S MILSTEN MD
DIRECTOR0.30Yes (X)$0$0$0
GREG FOLAND
TREASURER32.00Yes (X)$139,308$0$20,3648.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$139,308TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,364TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$55,579RelatedOrganizationsAmt
All Other Contributions$35AllOtherContributionsAmt
Total Contributions$55,614TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,901,067TotalRevenueColumnAmt
Exclusion$2,901,067ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,376TotalRevenueColumnAmt
Exclusion$10,376ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,296,025SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,303,062SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,992,963SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,992,963TotalRevenueColumnAmt
Exclusion$1,992,963ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,960,020TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,904,406ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,931,000TotalAmt
Program Services$4,931,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$159,672TotalAmt
Program Services$39,918ProgramServicesAmt
Management And General$119,754ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$40,601TotalAmt
Management And General$40,601ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,665TotalAmt
Management And General$6,665ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,588TotalAmt
Management And General$11,588ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,281TotalAmt
Program Services$2,649ProgramServicesAmt
Management And General$9,632ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,000TotalAmt
Management And General$16,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$59,049TotalAmt
Management And General$59,049ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$89,491TotalAmt
Management And General$89,491ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,317TotalAmt
Management And General$5,317ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,322TotalAmt
Management And General$15,322ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,874TotalAmt
Management And General$26,874ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROPERTY TAX ON LAND HEDesc
Total$34,549TotalAmt
Management And General$34,549ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,408,409TotalAmt
Program Services$4,973,567ProgramServicesAmt
Management And General$434,842ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$233,047BOYAmt
EOY$795,585EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,292BOYAmt
EOY$24,672EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,040,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,040,000BOYAmt
EOY$14,040,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$72,993,485BOYAmt
EOY$71,498,196EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,947BOYAmt
EOY$1,403EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,289,771BOYAmt
EOY$86,359,856EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$97,390BOYAmt
EOY$145,349EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$700,000BOYAmt
EOY$1,271,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$797,390BOYAmt
EOY$1,416,349EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$83,700,094BOYAmt
EOY$82,186,220EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,792,287BOYAmt
EOY$2,757,287EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,492,381BOYAmt
EOY$84,943,507EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,289,771BOYAmt
EOY$86,359,856EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$448,389ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,100,485NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TULSA COMM FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN731554474EIN
Organization Type7OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$14,040,000InvestmentCostOrOtherBasisAmt
Book Value$14,040,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,040,000TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,859,535TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,100,485NetUnrealizedGainsInvstAmt
Revenue Not Reported-$1,100,485RevenueNotReportedAmt
Revenue Subtotal$4,960,020RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,960,020TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,408,409TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,408,409ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,408,409TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LIFE SENIOR SERVICES INC
5950 E 31ST STTULSAOK74135731043783501(C)(3)$1,000,000ESTABLISH PACE PROGRAMESTABLISH PACE PROGRAMESTABLISH PACE PROGRAMESTABLISH PACE PROGRAM
MORTON COMPREHENSIVE HEALTH SERVICES
1334 N LANSING AVETULSAOK74106731177858501(C)(3)$850,000MEDICAL SERVICES
FAMILY & CHILDREN'S SERVICES INC
650 S PEORIATULSAOK74120730580270501(C)(3)$650,000BUILDING RENOVATION
DOMESTIC VIOLENCE INTERVENTION SERVICES
4300 SOUTH HARVARD SUITE 100TULSAOK74135731028332501(C)(3)$650,000NEW EMERGENCY SHELTER AND TRANSITIONAL LIVING FACILITY
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROADNORMANOK73019736091755501(C)(3)$630,000HEALTH LITERACY AND EDUCATION
TULSA COMMUNITY COLLEGE FOUNDATION INC
6111 E SKELLY DR 608TULSAOK74135237103807501(C)(3)$320,000BUILDOUT OF PHYSICAL THERAPY CLINIC
NEWVIEW OKLAHOMA INC
501 N DOUGLAS AVEOKLAHOMA CITYOK73106730592386501(C)(3)$200,000ESTABLISHMENT OF LOW VISION SERVICES IN THE TULSA AREA
COMMUNITY SERVICE COUNSEL OF GREATER TULSA
1604 S BALTIMORETULSAOK74119730580282501(C)(3)$140,000PEDIATRIC DEVELOPMENTAL SCREENING
TULSA HEALTH DEPARTMENT
5051 S 129TH E AVETULSAOK74134736006419170(C)(1)$101,000COMMUNITY HEALTH NEEDS ASSESSMENT
CLAREHOUSE INC
7617 S MINGO ROADTULSAOK74133731603851501(C)(3)$100,000ESTABLISH EDUCATION PROGRAM
YOUTH SERVICES OF TULSA INC
311 S MADISON AVETULSAOK74120730785251501(C)(3)$100,000ESTABLISH MEDICAL CLINIC FOR HOMELESS YOUTH
HOSPICE OF GREEN COUNTRY INC
1120 S BOSTON SUITE 200TULSAOK74119731261742501(C)(3)$75,000HOSPICE CARE FOR LOW INCOME TULSANS
TULSA COUNTY MEDICAL SOCIETY FOUNDATION
5315 S LEWIS AVETULSAOK74105731393227501(C)(3)$50,000VOLUNTEER PHYSICIAN SPECIALTY REFERRAL NETWORK
LITTLE LIGHT HOUSE INC
5120 E 36TH STTULSAOK74135730939422501(C)(3)$35,000EXPANSION OF FACILITES FOR YOUNG CHILDREN WITH DISABILITIES
EASTERN OKLAHOMA DONATED DENTAL SERVICES
3141 S PEORIA AVETULSAOK74105732103655501(C)(3)$30,000DENTAL SERVICES FOR LOW INCOME TULSANS
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTEE ARE REQUIRED TO FILE INTERIM, ANNUAL AND GRANT END REPORTS. THEY ARE REVIEWED WITH THE BOARD OF DIRECTORS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGREG FOLANDPersonNm
TitleTREASURERTitleTxt
Base Compensation Filing Org$137,705BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$1,603OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,203DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$16,161NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$159,672TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$55,579NoncashContributionsRptF990Amt
Method Of Determining RevenuesCLOSING PRICE OF BONDSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATULSA COMMUNITY FOUNDATION APPOINTS A MAJORITY OF ITS DIRECTORS. HILLCREST HEALTHCARE SYSTEM APPOINTS THE DONOR DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11FORM 990 HAS BEEN REVIEWED BY THE FINANCE COMMITTEE AND BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD REQUIRES AN ANNUAL DISCLOSURE AND REQUIRES ANY INTERIM CONFLICTS TO BE DISCLOSED. ANY CONFLICTS IDENTIFIED ARE PROVIDED TO THE BOARD CHAIRPERSON.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A. (B)GREG FOLAND AVERAGES 8 HOURS PER WEEK AS EXECUTIVE DIRECTOR FOR HILLCREST HEALTHCARE SYSTEM, A RELATED ORGANIZATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
HILLCREST HEALTHCARE SYSTEM
7030 SOUTH YALE AVENUE SUITE 600TULSAOK74136731179960FORMER HEALTHCARE SYSTEM IN PROCESS OF WINDING DOWN AFFAIRSOK501(C)(3)PF0
TULSA COMMUNITY FOUNDATION
7030 SOUTH YALE AVENUE SUITE 600TULSAOK74136731554474PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING/COMMUNITY FOUNDATIONOK501(C)(3)170(B)(1)(A)(VI)0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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