TULSA EDUCARE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TULSA EDUCARE INC (EIN 20-1232950)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201231309349300323
- Schema version
- 2010v3.4
- 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 | 2012-05-09T12:50:44-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537088700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201232950 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA EDUCARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TULS | NameControl |
| Phone | 9185082250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 NORTH PEORIA | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAREN CALHOUN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9185082250 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN CHRISTENSEN | Name |
| Phone | 6082741980 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAREN CALHOUN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 NORTH PEORIA | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6623109 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TULSAEDUCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | TULSA EDUCARE'S MISSION IS TO HELP BREAK THE CYCLE OF POVERTY WITH A FLAGSHIP PROGRAM IN VERY EARLY CHILDHOOD EDUCATION AND THROUGH TRANSFER OF BEST PRACTICES TO OTHER TULSA PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 157 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8306663 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5898370 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 358403 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 611769 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12286 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12944 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8677352 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6523083 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2658612 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4577229 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2975 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2271306 | OtherExpensePriorYear |
| Other Expenses Current Year | 2319081 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4929918 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6896310 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3747434 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -373227 | RevenuesLessExpensesCY |
| Total Assets BOY | 16282113 | TotalAssetsBOY |
| Total Assets EOY | 15770663 | TotalAssetsEOY |
| Total Liabilities BOY | 853931 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 681028 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15428182 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15089635 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TULSA EDUCARE'S MISSION IS TO HELP BREAK THE CYCLE OF POVERTY WITH A FLAGSHIP PROGRAM IN VERY EARLY CHILDHOOD EDUCATION AND THROUGH TRANSFER OF BEST PRACTICES TO OTHER TULSA PROGRAMS. TULSA EDUCARE ALSO SUPPORTS COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. AND TULSA COMMUNITY FOUNDATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6477714 | Expense |
| Revenue | 611769 | Revenue |
| Description | TULSA EDUCARE IS A STATE-OF-THE-ART EARLY CHILDHOOD CENTER THAT PROVIDES EDUCATION AND CARE FOR 372 CHILDREN (FROM BIRTH TO AGE 5) AND THEIR FAMILIES WITH FULL DAY, YEAR ROUND EARLY CHILDHOOD EDUCATION, FAMILY SUPPORT SERVICES, AND ONGOING MEDICAL CARE. | Description |
| Total Program Service Expense | 6477714 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | 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 | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 157 | 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 | 0 | QuidProQuoContributions |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | 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 |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL MORGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9185082250 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 NORTH PEORIA | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| TOM ADELSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHET CADIUEX | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FREDERIC DORWART | ||||||
| VP AND SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| PHIL FROHLICH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GEORGE B KAISER | ||||||
| BOARD PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| STEVE MALCOLM | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DON MILLICAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAN PEDERSEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BOB ROSS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MIMI TARRASCH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANNIE KOPPEL VAN HANKEN | ||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| KEITH BALLARD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARIA BARNES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MILLARD HOUSE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE DIEBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHERYL REMACHE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CAREN CALHOUN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 79794 | 0 | 3160 | X | |
| PHIL MORGAN | ||||||
| COO | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 79794 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3160 | 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 |
| Related Organizations | 3120112 | RelatedOrganizations |
| Government Grants | 2007847 | GovernmentGrants |
| All Other Contributions | 770411 | AllOtherContributions |
| Total Contributions | 5898370 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM CO-PAY FEES | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 611769 | TotalRevenueColumn |
| Related Or Exempt Function Income | 611769 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 611769 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5657 | TotalRevenueColumn |
| Exclusion | $5,657 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 107313 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 100026 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7287 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7287 | TotalRevenueColumn |
| Exclusion | $7,287 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6523083 | TotalRevenueColumn |
| Related Or Exempt Function Income | 611769 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,944 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138202 | Total |
| Program Services | 135438 | ProgramServices |
| Fundraising | 2764 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662931 | Total |
| Program Services | 662931 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37516 | Total |
| Program Services | 37516 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2515970 | Total |
| Program Services | 2515970 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1222610 | Total |
| Program Services | 1222399 | ProgramServices |
| Fundraising | 211 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252702 | Total |
| Management And General | 252702 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743016 | Total |
| Program Services | 597099 | ProgramServices |
| Management And General | 145917 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13279 | Total |
| Program Services | 13279 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222495 | Total |
| Program Services | 222495 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27792 | Total |
| Program Services | 27792 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249651 | Total |
| Program Services | 249651 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24196 | Total |
| Program Services | 24196 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54621 | Total |
| Program Services | 54621 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408908 | Total |
| Program Services | 408908 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30416 | Total |
| Program Services | 30416 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD & KITCHEN COSTS | 263775 | 263775 | |
| MISCELLANEOUS | 28230 | 11228 | 17002 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6896310 | Total |
| Program Services | 6477714 | ProgramServices |
| Management And General | 415621 | ManagementAndGeneral |
| Fundraising | 2975 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437626 | BOY |
| EOY | 706923 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971454 | BOY |
| EOY | 545582 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28801 | BOY |
| EOY | 36802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15222695 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1173965 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14457637 | BOY |
| EOY | 14048730 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216508 | BOY |
| EOY | 262513 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70087 | BOY |
| EOY | 70113 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
| EOY | 100000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16282113 | BOY |
| EOY | 15770663 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853931 | BOY |
| EOY | 259758 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 421270 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853931 | BOY |
| EOY | 681028 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15428182 | BOY |
| EOY | 15089635 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15428182 | BOY |
| EOY | 15089635 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16282113 | BOY |
| EOY | 15770663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -373227 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 34680 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| COMMUNITY ACTION PROJECT OF TULSA COUNTY INC | |||||
| 731019247 | 7 | 1 | 1 | 1 | $0 |
| TULSA COMMUNITY FOUNDATION | |||||
| 731554474 | 9 | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
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
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15081465 | OtherCostOrOtherBasis |
| Depreciation | 1114055 | Depreciation |
| Book Value | 13967410 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 141230 | OtherCostOrOtherBasis |
| Depreciation | 59910 | Depreciation |
| Book Value | 81320 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14048730 | TotalOfBookValueLandBuildings |
| Total Revenue | 6523083 | TotalRevenue |
| Total Expenses | 6896310 | TotalExpenses |
| Excess Or Deficit For Year | -373227 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 34680 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 34680 | TotalAdjustments |
| Excess Or Deficit Per FS | -338547 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6557763 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34680 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 34680 | RevenueNotRptdF990 |
| Revenue Subtotal | 6523083 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6523083 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6896310 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6896310 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6896310 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | TEI IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. TEI HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR THE FISCAL YEARS ENDED 2008, AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TULSA EDUCARE, INC. (TEI) ENTERED INTO AN AGENCY RELATIONSHIP WITH THE BANK OF OKLAHOMA (BOK), N.A. TO PROVIDE ACCOUNT SERVICES TO TEI. THIS RELATIONSHIP CAN BE CONTRACTUALLY TERMINATED BY THE BOARD AT ANY TIME. (GEORGE KAISER IS CHAIRMAN OF BOK FINANCIAL CORP. CHET CADIEUX AND STEVE MALCOLM ARE DIRECTORS OF BOK FINANCIAL CORP. FRED DORWART IS GENERAL COUNSEL OF AND SECRETARY TO THE BOARD OF DIRECTORS OF BOK FINANCIAL CORP. AND ITS WHOLLY-OWNED SUBSIDIARY, BANK OF OKLAHOMA, NATIONAL ASSOCIATION. GEORGE KAISER OWNS APPROXIMATELY 64% OF THE COMMON STOCK OF BOK FINANCIAL CORP.) FRED DORWART IS ONE OF THE FOUR DIRECTORS OF THE BOKF FOUNDATION, AN ORGANIZATION SUPPORTED BY TULSA COMMUNITY FOUNDATION. PHIL FROHLICH AND CHET CADIEUX WERE, AT SOME POINT DURING THE TAX YEAR BEING REPORTED, TWO OUT OF THE TOTAL OF TWENTY-NINE TRUSTEES OF TULSA COMMUNITY FOUNDATION, AN ORGANIZATION SUPPORTED BY TULSA EDUCARE, INC. FRED DORWART AND PHIL FROHLICH ARE TWO OF THE DIRECTORS OF GEORGE KAISER FAMILY FOUNDATION, AN ORGANIZATION THAT WORKS CLOSELY WITH TULSA COMMUNITY FOUNDATION. FRED DORWART AND PHIL FROHLICH ARE TWO OF THE EIGHT DIRECTORS OF TULSA BEAUTIFICATION FOUNDATION, AN ORGANIZATION SUPPORTED BY TULSA COMMUNITY FOUNDATION. GEORGE KAISER AND DON MILLICAN ARE EMPLOYEES OF KAISER-FRANCIS OIL COMPANY. DON MILLICAN IS A BOARD MEMBER OF COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC., WHICH IS SUPPORTED BY TULSA EDUCARE, INC. | |
| FORM 990, PART VI, SECTION A, LINE 3 | IN PRIOR YEARS, TULSA EDUCARE, INC. HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH COMMUNITY ACTION PROJECT OF TULSA COUNTY (CAPTC). UNDER THIS AGREEMENT CAPTC MAINTAINED GAAP BASED ACCOUNTING RECORDS AND PREPARED MONTHLY FINANCIAL STATEMENTS FOR TEI. CAPTC ALSO PREPARED THE ANNUAL BUDGET WHICH IS APPROVED BY THE TEI BOARD OF DIRECTORS. OTHER CAPTC PROVIDED SERVICES INCLUDED PURCHASING AND INFORMATION TECHNOLOGY SERVICES, PERFORMING CASH MANAGEMENT FUNCTIONS, AND PROVIDING FACILITIES MANAGEMENT SERVICES. BOTH ORGANIZATIONS ARE EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3). ON APRIL 1, 2010, THIS AGREEMENT ENDED BUT SERVICES WERE EXTENDED THROUGHOUT THE FISCAL YEAR ENDED JUNE 30, 2011. THESE SERVICES INCLUDED ACCOUNTING AND GRANT COMPLIANCE SERVICES, AS WELL AS FACILITIES MANAGEMENT SERVICES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PROVIDED TO THE BOARD AT EITHER A MEETING OR ELECTRONICALLY PRIOR TO FILING. | |
| THE CONFLICT OF INTEREST POLICY IS REVIEWED AND CONFIRMED AT A BOARD MEETING ON AN ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 34,680. | FORM 990, PART XI, LINE 5: |
| A COMMITTEE HAS THE RESPONSIBILITY TO OVERSEE THE AUDIT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C | |
| OFFICER AND KEY EMPLOYEE COMPENSATION | TULSA EDUCARE, INC.'S RELATED ORGANIZATIONS HAVE THESE TYPES OF POLICIES IN PLACE. | FORM 990, PART VI, LINES 15, 15A, AND 15B |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ACTION PROJECT OF TULSA COUNTY INC | |||||||||
| 4606 S GARNETT RD STE 100 | TULSA | OK | 74146 | 731019247 | TO HELP INDIVIDUALS AND FAMILIES IN ECONOMIC NEED ACHIEVE SELF-SUFFICIENCY | OK | 501(C)3 | 170(B)(1)(A)(VI) | 0 |
| TULSA COMMUNITY FOUNDATION | |||||||||
| 7030 SOUTH YALE AVENUE | TULSA | OK | 74136 | 731554474 | SERVE AS A COUMMINTY FOUNDATION PRIMARILY TO BENEFIT TULSA AND EASTERN OK | OK | 501(C)3 | 170(B)(1)(A)(VI) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| COMMUNITY ACTION PROJECT OF TULSA COUNTY | ||
| C | 3120112 | FMV |
| TULSA COMMUNITY FOUNDATION | ||
| C | 50000 | FMV |
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