UNION SCHOOLS EDUCATION FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNION SCHOOLS EDUCATION FOUNDATION INC (EIN 73-1377860)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-31
- IRS object ID
- 201323049349300427
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-31T08:13:25-07:00 | 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 | Elliott Dozier & Helland PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 E Skelly Drive Suite 900 | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 74135 | 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 | 731377860 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SCHOOLS EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIO | NameControl |
| Phone | 9184593305 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 EAST 61ST STREET | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT CARROLL | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA DOZIER | Name |
| PTIN | P01038796 | PTIN |
| Phone | 9186272286 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 847374 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNIONPS.ORG/DISTRICTINFO/USEF | WebSite |
| Activity Or Mission Description | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 103388 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 216436 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2882 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1340 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 41246 | InvestmentIncomePriorYear |
| Investment Income Current Year | 96231 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 52062 | OtherRevenuePriorYear |
| Other Revenue Current Year | 44551 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 199578 | TotalRevenuePriorYear |
| Total Revenue Current Year | 358558 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 42762 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 297915 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1767 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15433 | OtherExpensePriorYear |
| Other Expenses Current Year | 17683 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58195 | TotalExpensesPriorYear |
| Total Expenses Current Year | 315598 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 141383 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42960 | RevenuesLessExpensesCY |
| Total Assets BOY | 1567639 | TotalAssetsBOY |
| Total Assets EOY | 1644183 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1567639 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1644183 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 308562 | Expense |
| Description | GRANTS TO CLASSROOM INSTRUCTORS TO FUND CREATIVE TEACHING METHODS:MATERIALS TO BENEFIT UNION DISTRICT STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3500 | Expense |
| Description | SCHOLARSHIPS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 312062 | 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRENT CARROLL | NamePerson |
| Telephone Number | 9182493006 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 WEST KENOSHA STREET | AddressLine1 |
| City | BROKEN ARROW | City |
| State | OK | State |
| ZIP Code | 74012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| DEBRA SEARCY | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| CINDY MORRISON | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| JUDY MEIER | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MARY ARNOLD | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MARY JO MEZIERE | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MELINDA HYAMS | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| DIANE TUPPER | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MARK THOMPSON | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| DEANN MAGNESS | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| SUZANNE MOBLEY | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| TYLER GOOCH | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| KRISTI BROOKS | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| DAVID FISHER | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| LAURA BELL | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| PATRICK COYLE | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| JULIE STEWART | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| KEVIN SALEY | |||||||
| Trustee | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| BEVERLY LAUBACH | |||||||
| Secretary | 1.00 | 0.00 | 0 | 0 | 0 | X | |
| GREG BOUDREAU | |||||||
| PRESIDENT-ELECT | 0.00 | 0.00 | 0 | 0 | 0 | X | |
| JILL BENNETT | |||||||
| President | 5.00 | 0.00 | 0 | 0 | 0 | X | |
| BRENT CARROLL | |||||||
| Treasurer | 8.00 | 0.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 216436 | AllOtherContributions |
| Total Contributions | 216436 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| MISCELLANEOUS INCOME | 1064 | 1064 |
| GRANT REFUNDS | 276 | 276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1340 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28746 | TotalRevenueColumn |
| Exclusion | $28,746 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 536751 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 469266 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 67485 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67485 | TotalRevenueColumn |
| Exclusion | $67,485 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 64101 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 19550 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44551 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358558 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1340 | RelatedOrExemptFunctionIncome |
| Exclusion | $96,231 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294415 | Total |
| Program Services | 294415 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Program Services | 3500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5825 | Total |
| Program Services | 4660 | ProgramServices |
| Management And General | 583 | ManagementAndGeneral |
| Fundraising | 582 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1955 | Total |
| Program Services | 1564 | ProgramServices |
| Management And General | 196 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| BANK CHARGES | 41 | 33 | 4 | 4 |
| ADMINISTRATIVE FEES | 1500 | 1200 | 150 | 150 |
| BOK TRUST SERVICES FEES | 8362 | 6690 | 836 | 836 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315598 | Total |
| Program Services | 312062 | ProgramServices |
| Management And General | 1769 | ManagementAndGeneral |
| Fundraising | 1767 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248827 | BOY |
| EOY | 249026 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137033 | BOY |
| EOY | 150000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1181779 | BOY |
| EOY | 1245157 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567639 | BOY |
| EOY | 1644183 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1449075 | BOY |
| EOY | 1582027 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118564 | BOY |
| EOY | 62156 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567639 | BOY |
| EOY | 1644183 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567639 | BOY |
| EOY | 1644183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 42960 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 33584 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 216436 | CurrentTaxYear |
| Total | 350387 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2262 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 103388 | CurrentTaxYearMinus1Year |
| Current Tax Year | 216436 | CurrentTaxYear |
| Total | 350387 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 350387 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20213 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16442 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19090 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28847 | CurrentTaxYear |
| Total | 112507 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 462894 | TotalSupport |
| Public Support Pertcentage170 | 0.75690 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63650 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 392142 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 33584 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 33584 | RevenueNotRptdF990 |
| Revenue Subtotal | 358558 | RevenueSubtotal |
| Total Revenue Per Form990 | 358558 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 315598 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 315598 | ExpensesSubtotal |
| Total Expenses Per Form990 | 315598 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 64101 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 64101 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 19550 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 64101 | GrossReceiptsTotal |
| Gross Revenue Total Events | 64101 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 19550 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 19550 | DirectExpenseSummaryEvents |
| Net Income Summary | 44551 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SCHOOLS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8506 EAST 61ST STREET | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 294415 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIP | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 3500 | AmountOfCashGrant |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE DOCUMENTS ARE AVAILABEL UPON REQUEST TO THE ORGANIZATION. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | BOARD MEMBERS ARE REQUIRED TO SIGN DOCUMENTS STATING THAT THEY HAVE READ THE POLICIES AND PROCEDURES AND WILL ABIDE BY THEM. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 IS REVIEWED BY THE TREASURER OF THE ORGANIZATION BEFORE FILING. |
| Form 990, Part VI, Line 8 | Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings | MINUTES OF ALL MEETING ARE PREPARED AND MADE AVAILABLE FOR INSPECTION. |
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