FOUNDATION FOR TULSA SCHOOLS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR TULSA SCHOOLS (EIN 73-1612027)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-15
- IRS object ID
- 201430179349300328
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-01-15T14:22:37-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271125182 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTOG KALLENBERGER & SWARTHOUT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 EAST 21ST STREET SUITE 300 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731612027 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR TULSA SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 9187466600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN NO 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUCKY LAMONS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9187466600 | Phone |
| Date Signed | 2014-01-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL HARTOG | Name |
| PTIN | P00227703 | PTIN |
| Phone | 9187432581 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LUCKY LAMONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN NO 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2817053 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | SEE ATTACHED STATEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1998701 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2340819 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 38607 | InvestmentIncomePriorYear |
| Investment Income Current Year | 75128 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -25772 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83355 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2011536 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2499302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1039611 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2875437 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 177935 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 180733 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 35237 | OtherExpensePriorYear |
| Other Expenses Current Year | 34069 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1252783 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3090239 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 758753 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -590937 | RevenuesLessExpensesCY |
| Total Assets BOY | 2531573 | TotalAssetsBOY |
| Total Assets EOY | 2318602 | TotalAssetsEOY |
| Total Liabilities BOY | 37933 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 344571 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2493640 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1974031 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ENHANCE THE EDUCATIONAL PROGRAMS FOR THE BENEFIT OF THE DISTRICT AND STUDENTS OF TULSA PUBLIC SCHOOL DISTRICT. THE FOUNDATION IS ENTIRELY DONOR SUPPORTED AND ENHANCES RESOURCES FOR BOOKS, PHYSICAL EDUCATION, AND INITIATIVE PROGRAMS SUCH AS TEACHER/ LEADER EFFECTIVENESS AND COMMUNITY SCHOOLS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 489921 | Expense |
| Grants | 489921 | Grants |
| Revenue | 158096 | Revenue |
| Description | TO SUPPORT TULSA PUBLIC SCHOOLS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2140516 | Expense |
| Grants | 2140516 | Grants |
| Revenue | 1884783 | Revenue |
| Description | SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR INNOVATION PARTNERS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 245000 | Expense |
| Grants | 245000 | Grants |
| Revenue | 145000 | Revenue |
| Description | SUPPORT TULSA PUBLIC SCHOOLS-PROVIDE FUNDING FOR ROPE CLIMBING COURSE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2875437 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR LUCKY LAMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9187466600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SO NEW HAVEN SUITE 600 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MARK A POOLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY L STEICHEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROLINE ABBOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BART BOATRIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HANS HELMERICH | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES D DUNN | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN GABERINO JR | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL P JOHNSON | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD F KELLER | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| PAULA MARSHALL | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| LYNN SCHUSTERMAN | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY ZARROW | ||||||
| ADVISOR | 1.00 | X | 0 | 0 | 0 | |
| KEITH E BALLARD | ||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | X |
| AARON FULKERSON | ||||||
| PRESIDENT - ELECT | 1.00 | X | 0 | 0 | 0 | X |
| SUSAN NEAL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DARTON ZINK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIFFANI BRUTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE FATE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL CHEW - BAMA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RYAN HAYNIE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BELINDA HEDGECOCK | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| KEVIN DOYLE JD | ||||||
| VP - TLE | 1.00 | X | 0 | 0 | 0 | X |
| STEVE SOULE JD | ||||||
| VP - COMMUNITY SCHOOLS | 1.00 | X | 0 | 0 | 0 | X |
| LUCKY LAMONS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 108124 | 0 | 12832 | |
| JOHN ANDERSON | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JOE CREIDER | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JIM LANGDON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | X |
| HANNIBAL JOHNSON JD | ||||||
| VP - DEVELOPING | 1.00 | X | 0 | 0 | 0 | X |
| SUSAN BEACH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAN BOWLING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS CAMERON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARC DELAMETER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DREW FRANCE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF HACKLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM HOFFMEISTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ADAM KUPETSKY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RHONDA MAYHAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID STRATTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARA COWAN WATTS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE GROSSI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108124 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12832 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 152940 | FundraisingEvents |
| All Other Contributions | 2187879 | AllOtherContributions |
| Total Contributions | 2340819 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42107 | TotalRevenueColumn |
| Exclusion | $42,107 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 301327 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 268306 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33021 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33021 | TotalRevenueColumn |
| Exclusion | $33,021 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 132800 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 152940 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 49445 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83355 | TotalRevenueColumn |
| Exclusion | $83,355 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2499302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $158,483 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2875437 | Total |
| Program Services | 2875437 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99194 | Total |
| Management And General | 99194 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45927 | Total |
| Management And General | 45927 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10821 | Total |
| Management And General | 10821 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12832 | Total |
| Management And General | 12832 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11959 | Total |
| Management And General | 11959 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Management And General | 150 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9399 | Total |
| Management And General | 9399 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6494 | Total |
| Management And General | 6494 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11107 | Total |
| Management And General | 11107 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 963 | Total |
| Management And General | 963 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 695 | Total |
| Management And General | 695 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1055 | Total |
| Management And General | 1055 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BANK CHARGES | 2157 | 2157 |
| PROFESSIONAL DUES | 1323 | 1323 |
| MISCELLANEOUS | 1044 | 1044 |
| PAYROLL PROCESSING FEE | 594 | 594 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -912 | Total |
| Management And General | -912 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3090239 | Total |
| Program Services | 2875437 | ProgramServices |
| Management And General | 214802 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230929 | BOY |
| EOY | 202966 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 822865 | BOY |
| EOY | 363688 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85575 | BOY |
| EOY | 223712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9012 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1674 | BOY |
| EOY | 978 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1380654 | BOY |
| EOY | 1518344 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8364 | BOY |
| EOY | 8914 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1512 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2531573 | BOY |
| EOY | 2318602 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35343 | BOY |
| EOY | 309781 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 33000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2590 | BOY |
| EOY | 1790 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37933 | BOY |
| EOY | 344571 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1210369 | BOY |
| EOY | 1247721 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256256 | BOY |
| EOY | 699295 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27015 | BOY |
| EOY | 27015 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2493640 | BOY |
| EOY | 1974031 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2531573 | BOY |
| EOY | 2318602 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -590937 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 71328 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 664997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1219243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1998701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2340819 | CurrentTaxYear |
| Total | 7049516 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 664997 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1219243 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1998701 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2340819 | CurrentTaxYear |
| Total | 7049516 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4010418 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3039098 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28101 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30354 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42107 | CurrentTaxYear |
| Total | 184415 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7233931 | TotalSupport |
| Gross Receipts From Admissions Etc | 263242 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.42010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57320 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27015 | BeginningOfYearBalance |
| End Of Year Balance | 27015 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27015 | BeginningOfYearBalance |
| End Of Year Balance | 27015 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27015 | BeginningOfYearBalance |
| End Of Year Balance | 27015 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27015 | BeginningOfYearBalance |
| End Of Year Balance | 27015 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27015 | BeginningOfYearBalance |
| End Of Year Balance | 27015 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9990 | OtherCostOrOtherBasis |
| Depreciation | 9012 | Depreciation |
| Book Value | 978 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 978 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED COMPENSATION | Description |
| Amount | $1,790 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1790 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2620075 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 71328 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 71328 | RevenueNotRptdF990 |
| Revenue Subtotal | 2548747 | RevenueSubtotal |
| Other Revenues Not Included | -49445 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -49445 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2499302 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3139684 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 49445 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 49445 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3090239 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3090239 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE AUDITED FINANCIAL STATEMENTS CONTAINS THE FOLLOWING STATEMENT REGARDING FIN 48 DISCLOSURE: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FOUNDATION MANAGEMENT BELIEVES THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINIATIONS FOR YEARS PRIOR TO 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES RELATING TO FUNDRAISING EVENTS -49,445. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATING TO FUNDRAISING EVENTS 49,445. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DESIGNER SHOWCASE | NameOfEvent1 |
| Gross Receipts Event1 | 82207 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 82207 | CharitableContributionsEvent1 |
| Name Of Event2 | GALA DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 151091 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 63091 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 88000 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 28563 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 52442 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 7642 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 44800 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 20882 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 285740 | GrossReceiptsTotal |
| Charitable Contributions Total | 152940 | CharitableContributionsTotal |
| Gross Revenue Total Events | 132800 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 49445 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 49445 | DirectExpenseSummaryEvents |
| Net Income Summary | 83355 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA PUBLIC SCHOOLS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3027 SOUTH NEW HAVEN | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 736021242 | EINOfRecipient |
| Amount Of Cash Grant | 2875437 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT TULSA PUBLIC SCHOOLS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER HAS DE FACTO DELEGATED AUTHORITY OF THE BOARD OF DIRECTORS. THE TREASURER REVIEWS THE 990 RETURN AND COMPARES IT TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE REASONABLENESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR, EACH BOARD MEMBER IS REQUIRED TO FILL OUT AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE PRESIDENT AND CEO ARE RESPONSIBLE FOR THE MONITORING OF THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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