OKMULGEE EDUCATION FOUNDATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OKMULGEE EDUCATION FOUNDATION (EIN 73-1439808)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-22
IRS object ID
202620229349200227
Schema version
2024v5.2
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)
Return2026-01-22T15:24:28-08:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471209742PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Greg Marriott CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215 East 8th StreetAddressLine1Txt
CityOkmulgeeCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731439808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKMULGEE EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKMUBusinessNameControlTxt
Phone9185497222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 464AddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid GrimmettPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2026-01-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg Marriott CPAPreparerPersonNm
PTINP00527969PTIN
Phone9187569180PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Gross Receipts$60,583GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$17,740ContributionsGiftsGrantsEtcAmt
Investment Income$11,026InvestmentIncomeAmt
Sale Of Assets Gross$16,284SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$13,721CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$2,563GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$15,533FundraisingGrossIncomeAmt
Special Events Direct Expenses$146SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$15,387SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$46,716TotalRevenueAmt
Grants And Similar Amounts Paid$55,319GrantsAndSimilarAmountsPaidAmt
Other Expenses Total$11,424OtherExpensesTotalAmt
Total Expenses$66,743TotalExpensesAmt
Excess Or Deficit For Year-$20,027ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$291,441NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$271,414NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$291,441BOYAmt
EOY$271,414EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$291,441BOYAmt
EOY$271,414EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$291,441BOYAmt
EOY$271,414EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide Resources to Public SchoolsPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
We are able to send high school and middle school students to the Young at Art series at the Tulsa Performing Arts Center thanks to a grant from the Viersen Foundation. This funding allowed the students to be exposed to many cultural events. This funding also paid for all transportation costs for these bus trips.$12,550$17,050
Throughout the academic year, the Okmulgee Education Foundation offers financial assistance to the Okmulgee Public Schools and it's teachers. During the 2024-25 school year, the Okmulgee Education Foundation spent over $34,269.09 in the funding of classroom grants. Also, one individual was awarded a $2,000.00 Okmulgee Freshman Scholarship, $1,000 was disbursed to a high school senior that was chosen as the winner of the Dwight Wilson Scholarship, and we funded one Gene Walters Scholarship for Math in the amount of $1,000.00.$34,269
The Okmulgee Education Foundation partnered with Neals's Furniture for their annual Dodgebrawl fundraiser. The event raised $8,499.08, all of which was disbursed as grants for Okmulgee Public Schools classroom teachers.$8,499
FieldValueIRS element (for citing)
Total Program Service Expenses$59,818TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Margaret Hess
President2.00$0
Rusty Milroy
Vice President0.50$0
Beth Flud
Secretary2.00$0
David Grimmett
Treasurer3.50$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID GRIMMETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 N SEMINOLEAddressLine1Txt
CityOKMULGEECityNm
State AbbreviationOKStateAbbreviationCd
ZIP74447ZIPCd
FieldValueIRS element (for citing)
Phone9185497222PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

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$20,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,915CurrentTaxYearMinus1YearAmt
Current Tax Year$55,250CurrentTaxYearAmt
Total$192,495TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,654CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,840CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,915CurrentTaxYearMinus1YearAmt
Current Tax Year$55,250CurrentTaxYearAmt
Total$192,495TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$192,495PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,749CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,335CurrentTaxYearMinus1YearAmt
Current Tax Year$11,026CurrentTaxYearAmt
Total$42,725TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$235,220TotalSupportAmt
Public Support CY1700.81840PublicSupportCY170Pct
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DODGEBRAWLEvent1Nm
Gross Receipts Event1$8,499GrossReceiptsEvent1Amt
Gross Revenue Event1$8,499GrossRevenueEvent1Amt
Event2BROCHURE MAILINGEvent2Nm
Gross Receipts Event2$7,034GrossReceiptsEvent2Amt
Gross Revenue Event2$7,034GrossRevenueEvent2Amt
Other Direct Expenses Event2$146OtherDirectExpensesEvent2Amt
Gross Receipts Total$15,533GrossReceiptsTotalAmt
Gross Revenue Total Events$15,533GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$146OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$146DirectExpenseSummaryEventsAmt
Net Income Summary$15,387NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Grants and Similar Amounts Paid In Excess of $5,000.1| Cash Amount Given: $55319
Other Expenses.1MISCELLANEOUS - DISCRETIONARY $9978
Other Expenses.2LETTER O BANQUET $958
Other Expenses.3BMI GRANT - PAWS $488

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