OKEECHOBEE EDUCATIONAL FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OKEECHOBEE EDUCATIONAL FOUNDATION (EIN 65-0219235)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-02-27
IRS object ID
201430589349300728
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-02-27T15:56:20-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WICKS BROWN WILLIAMS & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1504 N W 5TH AVENUEAddressLine1
CityOKEECHOBEECity
StateFLState
ZIP Code34972ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650219235EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKEECHOBEE EDUCATIONALBusinessNameLine1
Business Name Line2FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlOKEEBusinessNameControlTxt
Phone8634625000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 SW 2ND AVENUEAddressLine1
CityOKEECHOBEECity
StateFLState
ZIP Code34974ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA SYFRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8634625000PhoneNum
Signature2014-02-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL M WILLIAMSPreparerPersonNm
PTINP00448493PTIN
Phone8637632354PhoneNum
Preparation2014-02-25PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSHARON VINSON TREASURERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 SW 2ND AVENUEAddressLine1
CityOKEECHOBEECity
StateFLState
ZIP Code34974ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$352,655GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.CFEF.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1989FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY; RECOGNIZE TEACHERS IN THE OKEECHOBEE COUNTY SCHOOL SYSTEM; SUPPORT CULTURAL ACTIVITY IN OKEECHOBEE COUNTY.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$368,074PYContributionsGrantsAmt
CY Contributions Grants$352,136CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$884PYInvestmentIncomeAmt
CY Investment Income$519CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$368,958PYTotalRevenueAmt
CY Total Revenue$352,655CYTotalRevenueAmt
PY Grants And Similar Paid$296,856PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$275,927CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$76,169PYOtherExpensesAmt
CY Other Expenses$69,424CYOtherExpensesAmt
PY Total Expenses$373,025PYTotalExpensesAmt
CY Total Expenses$345,351CYTotalExpensesAmt
PY Revenues Less Expenses-$4,067PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,304CYRevenuesLessExpensesAmt
Total Assets BOY$184,443TotalAssetsBOYAmt
Total Assets EOY$191,747TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$184,443NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$191,747NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY; RECOGNIZE TEACHERS IN THE OKEECHOBEE COUNTY SCHOOL SYSTEM; SUPPORT CULTURAL ACTIVITY IN OKEECHOBEE COUNTY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$263,053ExpenseAmt
Grant$263,053GrantAmt
Revenue$251,300RevenueAmt
DescPROVIDE SCHOLARSHIPS TO STUDENTS IN OKEECHOBEE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$19,207ExpenseAmt
Grant$12,874GrantAmt
Revenue$48,411RevenueAmt
DescRECOGNIZE TEACHERS IN OKEECHOBEE COUNTY SCHOOL SYSTEM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$19,172ExpenseAmt
Revenue$19,172RevenueAmt
DescPROVIDE SUPPORT TO STUDENTS THROUGH COMMUNITY INTERVENTION PROGRAMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$42,753ExpenseAmt
Revenue$33,253RevenueAmt
DescSUPPORT VARIOUS OTHER EDUCATIONAL AND CULTURAL ACTIVITIES IN OKEECHOBEE COUNTY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$42,753TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$33,253TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$344,185TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHARON VINSON TREASURERPersonNm
Phone8634525000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 SW 2ND STREETAddressLine1
CityOKEECHOBEECity
StateFLState
ZIP Code34974ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MIKE COSTOPOULOS
DIRECTORYes (X)$0$0$0
RUSS BROWN
DIRECTORYes (X)$0$0$0
TOM W CONLEY
PARLIAMENTARYes (X)$0$0$0
DR PATRICIA COOPER
DIRECTORYes (X)$0$0$0
KEN KENWORTHY
DIRECTORYes (X)$0$0$0
DEBBIE CLEMENTS
DIRECTORYes (X)$0$0$0
JOSEPH STANLEY
DIRECTORYes (X)$0$0$0
BETH LEHMAN
DIRECTORYes (X)$0$0$0
KELLY OWENS
DIRECTORYes (X)$0$0$0
GRETCHEN ROBERTSON
DIRECTORYes (X)$0$0$0
JEFF SABIN
DIRECTORYes (X)$0$0$0
BEN SIMS
DIRECTORYes (X)$0$0$0
TABITHA TRENT
DIRECTORYes (X)$0$0$0
CELESTE WATFORD
DIRECTORYes (X)$0$0$0
OSIEL LUVIANO
DIRECTORYes (X)$0$0$0
DENISE WHITEHEAD
DIRECTORYes (X)$0$0$0
LINDA SYFRETT
PRESIDENT$0$0$0Yes (X)
MARY HURLEY
VICE PRES.$0$0$0Yes (X)
DAWN HOOVER
SECRETARY$0$0$0Yes (X)
SHARON VINSON
TREASURER$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$352,136AllOtherContributionsAmt
Total Contributions$352,136TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$519TotalRevenueColumnAmt
Exclusion$519ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$352,655TotalRevenueColumnAmt
Exclusion$519ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$275,927TotalAmt
Program Services$275,927ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$805TotalAmt
Management And General$805ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COMMUNITY THEATER EXPENSE$27,532$27,532
POSITIVE EMPOWERMENT EXPE$19,172$19,172
GRAD NIGHT$15,221$15,221
TEACHERS BANQUET EXPENSES$6,333$6,333

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$361TotalAmt
Management And General$361ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$345,351TotalAmt
Program Services$344,185ProgramServicesAmt
Management And General$1,166ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,188BOYAmt
EOY$10,457EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$171,255BOYAmt
EOY$181,290EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$184,443BOYAmt
EOY$191,747EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$184,443BOYAmt
EOY$191,747EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$184,443BOYAmt
EOY$191,747EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$184,443BOYAmt
EOY$191,747EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,304ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$306,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$316,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$321,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$368,074CurrentTaxYearMinus1YearAmt
Current Tax Year$352,137CurrentTaxYearAmt
Total$1,663,730TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$306,335CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$316,036CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$321,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$368,074CurrentTaxYearMinus1YearAmt
Current Tax Year$352,137CurrentTaxYearAmt
Total$1,663,730TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$8,630SubstantialContributorsTotAmt
Public Support Total170$1,655,100PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$858CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$884CurrentTaxYearMinus1YearAmt
Current Tax Year$519CurrentTaxYearAmt
Total$4,749TotalAmt
FieldValueIRS element (for citing)
Total Support$1,668,479TotalSupportAmt
Public Support CY1700.99200PublicSupportCY170Pct
Public Support PY1700.99280PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
SCHOLARSHIPS$263,053
MINI-GRANTS$12,874

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DSUPPORT VARIOUS OTHER EDUCATIONAL AND CULTURAL ACTIVITIES IN OKEECHOBEE COUNTY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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