AVEDIS FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: AVEDIS FOUNDATION (EIN 73-1347360)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-13
IRS object ID: 201431339349302063
Schema version: 2012v2.3
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
Form 990
Schedule A
Schedule D
Schedule F
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-13T09:44:25-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLE & REED PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	531 COUCH DR	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	731022251	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	731347360	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	AVEDIS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	AVED	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	20 NORTH BROADWAY SUITE 1800	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73102	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHELLE BRIGGS	Name
Title	PRESIDENT & CEO	Title
Date Signed	2014-05-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JEFFREY COLLINS	Name
Phone	4052397961	Phone
Date Prepared	2014-05-12	DatePrepared

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)
Address Change	X	AddressChange
Name Of Principal Officer Person	MICHELLE BRIGGS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	20 NORTH BROADWAY SUITE 1800	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73102	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	61209056	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1989	YearFormation
State Legal Domicile	OK	StateLegalDomicile
Activity Or Mission Description	OUR MISSION IS TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE FOR THE PEOPLE OF POTTAWATOMIE COUNTY AND ITS SURROUNDING COMMUNITIES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	3	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	335075	ContributionsGrantsPriorYear
Contributions Grants Current Year	17360	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	52472211	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	908514	InvestmentIncomePriorYear
Investment Income Current Year	2650301	InvestmentIncomeCurrentYear
Other Revenue Prior Year	54605511	OtherRevenuePriorYear
Other Revenue Current Year	36369	OtherRevenueCurrentYear
Total Revenue Prior Year	108321311	TotalRevenuePriorYear
Total Revenue Current Year	2704030	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	26346	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	261288	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	27192329	SalariesEtcPriorYear
Salaries Etc Current Year	413266	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	20240719	OtherExpensePriorYear
Other Expenses Current Year	2654047	OtherExpensesCurrentYear
Total Expenses Prior Year	47459394	TotalExpensesPriorYear
Total Expenses Current Year	3328601	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	60861917	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-624571	RevenuesLessExpensesCY
Total Assets BOY	163008223	TotalAssetsBOY
Total Assets EOY	116001167	TotalAssetsEOY
Total Liabilities BOY	68979110	TotalLiabilitiesBOY
Total Liabilities EOY	16010866	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	94029113	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	99990301	NetAssetsOrFundBalancesEOY
Mission Description	OUR MISSION IS TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE FOR THE PEOPLE OF POTTAWATOMIE COUNTY AND ITS SURROUNDING COMMUNITIES.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	510797	Expense
Grants	261288	Grants
Description	CONTRIBUTION TO HOSPITAL TO IMPROVE HEALTH, WELLNESS, AND QUALITY OF LIFE FOR THE PEOPLE OF POTTAWATOMIE COUNTY.	Description
Total Program Service Expense	510797	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	true	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	21	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	3	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	true	ForeignFinancialAccount
Name Of Foreign Country	CJ	NameOfForeignCountry
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	true	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	AVEDIS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	4052734055	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	20 N BROADWAY	AddressLine1
Address Line2	SUITE 1800	AddressLine2
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73102	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
MICHAEL P WARWICK
DIRECTOR	1.00	X	7944	0	0
SUDHIR GUPTA
DIRECTOR	1.00	X	4500	0	0
KELLI D KOONS
DIRECTOR	1.00	X	4500	0	0
KATHLEEN S LASTER
DIRECTOR	1.00	X	4500	0	0
LINDA J PRAYTOR
DIRECTOR	1.00	X	4500	0	0
JOHN A ROBINSON
DIRECTOR	1.00	X	4500	0	0
STEPHEN TROTTER
DIRECTOR		X	4500	0	0
JOE HODGES
DIRECTOR	1.00	X	0	0	0
CHARLES SKILLINGS
DIRECTOR	1.00	X	0	0	0
LAWRENCE STASYSZEN
DIRECTOR	1.00	X	0	0	0
CHARLES L SHIELDS
CHAIR OF THE	1.00		6000	0	0	X
JAMES MICHAEL ADCOCK
FINANCE CHAI	1.00		4500	0	0	X
MARK L FINLEY
AUDIT CHAIR	1.00		4500	0	0	X
KAREN MICHELLE BRIGGS
PRESIDENT/CE	40.00		141542	0	0		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	191486	TotalReportableCompFromOrg
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	17360	AllOtherContributions
Total Contributions	17360	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2032340	TotalRevenueColumn
Exclusion	$2,032,340	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	35667	TotalRevenueColumn
Exclusion	$35,667	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	59122987	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	225975	Securities
Other	58279051	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-225975	Securities
Other	843936	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	617961	TotalRevenueColumn
Exclusion	$617,961	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Business Code	900099	BusinessCode
Total Revenue Column	702	TotalRevenueColumn
Exclusion	$702	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	702	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2704030	TotalRevenueColumn
Exclusion	$2,686,670	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	261288	Total
Program Services	261288	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	93000	Total
Management And General	93000	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	269903	Total
Program Services	190311	ProgramServices
Management And General	79592	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	12249	Total
Program Services	7613	ProgramServices
Management And General	4636	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	3376	Total
Program Services	1688	ProgramServices
Management And General	1688	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	34738	Total
Program Services	23969	ProgramServices
Management And General	10769	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	58102	Total
Management And General	58102	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	17432	Total
Management And General	17432	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	137883	Total
Management And General	137883	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	59976	Total
Management And General	59976	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	17311	Total
Management And General	17311	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	14944	Total
Management And General	14944	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2742	Total
Management And General	2742	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	14000	Total
Management And General	14000	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	6689	Total
Management And General	6689	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	8882	Total
Management And General	8882	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	191776	Total
Management And General	191776	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	Program ServicesProgramServices
HOSPITAL CHARGES	2006373	2006373
W/C FEES	30250	30250
AWARDS & DISCRETIONARY	25928		25928
EDUCATIONAL	16561	16561

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	45198	Total
Management And General	45198	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3328601	Total
Program Services	510797	ProgramServices
Management And General	2817804	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	6869725	BOY
EOY	1129511	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	61413081	BOY
EOY	10175758	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	11546686	BOY
EOY	883956	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	1850365	BOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	928222	BOY
EOY	1150659	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	145964	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	8882	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	42109838	BOY
EOY	137082	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	28222108	BOY
EOY	91617618	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	8557201	BOY
EOY	10761686	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	1510997	BOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
EOY	144897	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	163008223	BOY
EOY	116001167	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	5822998	BOY
EOY	18657	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
EOY	117553	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	59122987	BOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	3413125	BOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	620000	BOY
EOY	15874656	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	68979110	BOY
EOY	16010866	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	94029113	BOY
EOY	99990301	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	94029113	BOY
EOY	99990301	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	163008223	BOY
EOY	116001167	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-624571	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	6585759	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	541954	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	451008	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	335075	CurrentTaxYearMinus1Year
Current Tax Year	17360	CurrentTaxYear
Total	1345397	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	83869631	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	65086092	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	62259117	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	53361922	CurrentTaxYearMinus1Year
Total	264576762	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	83869631	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	65628046	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	62710125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	53696997	CurrentTaxYearMinus1Year
Current Tax Year	17360	CurrentTaxYear
Total	265922159	Total

Field	Value	IRS element (for citing)
Public Support Total509	265922159	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	870309	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1143692	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	890857	CurrentTaxYearMinus1Year
Current Tax Year	2068007	CurrentTaxYear
Total	4972865	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	870309	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1143692	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	890857	CurrentTaxYearMinus1Year
Current Tax Year	2068007	CurrentTaxYear
Total	4972865	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2424183	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1497587	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3523363	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	971176	CurrentTaxYearMinus1Year
Current Tax Year	702	CurrentTaxYear
Total	8417011	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	86293814	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	67995942	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	67377180	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	55559030	CurrentTaxYearMinus1Year
Current Tax Year	2086069	CurrentTaxYear
Total	279312035	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.95210	PublicSupportPercentage509
Investment Income Percentage	0.02000	InvestmentIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	69678	OtherCostOrOtherBasis
Book Value	69678	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	17342	OtherCostOrOtherBasis
Depreciation	4336	Depreciation
Book Value	13006	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	13446	OtherCostOrOtherBasis
Depreciation	964	Depreciation
Book Value	12482	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	45498	OtherCostOrOtherBasis
Depreciation	3582	Depreciation
Book Value	41916	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	137082	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
MORTGAGE-BACKED SECURITIES	7331276	F
OTHER INVESTMENTS	2315218	F
MINERAL INTERESTS	1023736	F
POOLED REAL ESTATE FUNDS	91456	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	10761686	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (9 entries)

DescriptionDescription	AmountAmount
CAPITAL COMMITMENT PAYABLE	$15,000,000
ACCRUED WORKER'S COMPENSATION	$530,833
DUE FROM MCR/MCD	$278,571
PAYABLE ACCRUAL	$28,674
DUE TO SSM	$21,849
ACCRUED PAYROLL	$7,403
ACCRUED PAYROLL TAXES	$4,047
ACCRUED VACATION/SICK PAY	$2,721
PAYABLES: 401K	$558

Field	Value	IRS element (for citing)
Total Of Amounts	15874656	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	9289789	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	6585759	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	6585759	RevenueNotRptdF990
Revenue Subtotal	2704030	RevenueSubtotal
Total Revenue Per Form990	2704030	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	3328601	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	3328601	ExpensesSubtotal
Total Expenses Per Form990	3328601	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	LIABILITY UNDER FIN 48 FOOTNOTE	Identifier
Return Reference	SCHEDULE D, PAGE 3, PART X	ReturnReference
Explanation	THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EVALUATES AND ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES, INCLUDING THE FOUNDATIONS TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FOUNDATIONS EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXISTED AS OF JUNE 30, 2013, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS STATEMENT OF FINANCIAL POSITION. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2009.	Explanation

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

Field	Value	IRS element (for citing)
Region	BERMUDA	Region
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConducted

Field	Value	IRS element (for citing)
Subtotal Amount Spent	2008121	SubtotalAmountSpent
Total Amount Spent	2008121	TotalAmountSpent
Transfer To Foreign Corp	false	TransferToForeignCorp
Interest In Foreign Trust	false	InterestInForeignTrust
Own Foreign Corp	false	OwnForeignCorp
Passive Foreign Invest Co	false	PassiveForeignInvestCo
Foreign Partnership	false	ForeignPartnership
Boycott Countries	false	BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

Field	Value	IRS element (for citing)
Identifier	ACTIVITIES PER REGION	Identifier
Return Reference	SCHEDULE F, PAGE 1, PART I, LINE 3	ReturnReference
Explanation	BERMUDA 0 2,008,121	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	false	RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
UNITED WAY OF POTTAWATOMIE COUNTY
PO BOX 697	SHAWNEE	OK	74802	730732745	501C3	100000	CHARITABLE SUPPORT
THE SALVATION ARMY
1424 NORTHEAST EXPRESSWAY	ATLANTA	GA	303292088	580660607	501C3	55304	HEAT AND AIR UNIT
YOUTH & FAMILY RESOURCE CENTER INC
326 W 11TH ST	SHAWNEE	OK	74801	730795028	501C3	103000	CHARITABLE GIVING

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	4	TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES	FORM 990, PART V, LINE 4B	CAYMAN ISLANDS, BERMUDA
MANAGEMENT DELEGATED	FORM 990, PAGE 6, PART VI, LINE 3	THE ORGANIZATION DELEGATED THE FOLLOWING DUTIES: BOOKKEEPING, TAX & PAYROLL - FINLEY & COOK, PLLC INVESTMENT MANAGEMENT - GRAYSTONE CONSULTING, MORGAN STANLEY WEALTH MANAGEMENT OIL & GAS MANAGEMENT - BANCFIRST TRUST & INVESTMENT MANAGMENT WORKERS' COMPENSATION - WORKMED BENEFIT SERVICES
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	A COPY IS PRESENTED TO THE BOARD PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO INCLUDES A REVIEW AND APPROVAL BY AN INDEPENDENT COMMITTEE. THE REVIEW INCLUDES COMPARABILITY DATA, CONTEMPORANEOUS SUBSTANTIATION, DELIBERATION, AND A DECISION.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	UPON REQUEST