DEAN MCGEE EYE INSTITUTE FOUNDATION: Form 990, tax year 2010
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- Organization
- DEAN MCGEE EYE INSTITUTE FOUNDATION (EIN 73-1396478)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201231329349302033
- Schema version
- 2010v3.7
- 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 | 2012-05-11T15:53:55-05:00 | 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 | 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731396478 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN MCGEE EYE INSTITUTE | BusinessNameLine1 |
| Business Name Line2 | ENDOWMENT FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEAN | NameControl |
| Phone | 4052716688 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STANTON L YOUNG BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY HOWARD | Name |
| Title | CONTROLLER | Title |
| Phone | 4052716688 | Phone |
| Date Signed | 2012-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLAN WRIGHT | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2012-05-08 | 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 | KIMBERLY HOWARD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STANTON L YOUNG BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30519332 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DMEI.ORG/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | FUNDING MEDICAL CARE AND RESEARCH | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4997793 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3667663 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 307080 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4555120 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 31532 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5304873 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8254315 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 270044 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 295879 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 502688 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7677709 | OtherExpensePriorYear |
| Other Expenses Current Year | 4688836 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7947753 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4984715 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2642880 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3269600 | RevenuesLessExpensesCY |
| Total Assets BOY | 25767293 | TotalAssetsBOY |
| Total Assets EOY | 28575735 | TotalAssetsEOY |
| Total Liabilities BOY | 258094 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5080 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25509199 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 28570655 | NetAssetsOrFundBalancesEOY |
| Mission Description | FUNDING MEDICAL CARE AND RESEARCH | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4402678 | Expense |
| Description | OUR PURPOSE IS TO RAISE FUNDS FOR MEDICAL CARE AND RESEARCH. | Description |
| Total Program Service Expense | 4402678 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | true | 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 | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 |
| 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 | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KIMBERLY A HOWARD | NamePerson |
| Telephone Number | 4052716688 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 STANTON L YOUNG BLVD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| STANTON L YOUNG | |||||
| BOARD CHAIR | 0.50 | X | 0 | 0 | 0 |
| WILLIAM M BELL | |||||
| OFFICER | 0.50 | X | 0 | 0 | 0 |
| GENE RAINEY WILLIAMS JR | |||||
| OFFICER | 0.50 | X | 0 | 0 | 0 |
| NANCY ELLIS | |||||
| OFFICER | 0.50 | X | 0 | 0 | 0 |
| DOUG CUMMINGS | |||||
| OFFICER | 0.50 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 3667663 | AllOtherContributions |
| Noncash Contributions | 99810 | NoncashContributions |
| Total Contributions | 3667663 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 802434 | TotalRevenueColumn |
| Exclusion | $802,434 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26017703 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22265017 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3752686 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3752686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3752686 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISCOUNT PLEDGE RECEIVABLES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 31532 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31532 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31532 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8254315 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3784218 | RelatedOrExemptFunctionIncome |
| Exclusion | $802,434 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243347 | Total |
| Fundraising | 243347 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34378 | Total |
| Fundraising | 34378 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18154 | Total |
| Fundraising | 18154 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34061 | Total |
| Fundraising | 34061 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27020 | Total |
| Fundraising | 27020 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6790 | Total |
| Fundraising | 6790 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54030 | Total |
| Fundraising | 54030 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4500 | Total |
| Fundraising | 4500 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7278 | Total |
| Fundraising | 7278 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467 | Total |
| Fundraising | 467 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6418 | Total |
| Management And General | 6418 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4402678 | Total |
| Program Services | 4402678 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5175 | Total |
| Fundraising | 5175 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSULTING SERVICES | 45030 | 45030 | |
| BANK CHARGES | 32617 | 32617 | |
| INVESTMENT ADVISOR FEES | 24335 | 24335 | |
| EMPLOYEE-PATIENT RELATION | 15979 | 15979 | |
| EMPLOYEE DONOR PATIENTS | 15184 | 15184 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7274 | Total |
| Fundraising | 7274 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4984715 | Total |
| Program Services | 4402678 | ProgramServices |
| Management And General | 79349 | ManagementAndGeneral |
| Fundraising | 502688 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165988 | BOY |
| EOY | 490127 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6090528 | BOY |
| EOY | 5304491 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18999972 | BOY |
| EOY | 22288556 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510805 | BOY |
| EOY | 492561 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25767293 | BOY |
| EOY | 28575735 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258094 | BOY |
| EOY | 5080 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258094 | BOY |
| EOY | 5080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16902360 | BOY |
| EOY | 19859670 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6678119 | BOY |
| EOY | 6684886 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1928720 | BOY |
| EOY | 2026099 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25509199 | BOY |
| EOY | 28570655 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25767293 | BOY |
| EOY | 28575735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3269600 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -208144 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 4740028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1199899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1255744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4997293 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3667663 | CurrentTaxYear |
| Total | 15860627 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4740028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1199899 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1255744 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4997293 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3667663 | CurrentTaxYear |
| Total | 15860627 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6781293 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9079334 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1033775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1394940 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1105901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 521223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 802434 | CurrentTaxYear |
| Total | 4858273 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20718900 | TotalSupport |
| Gross Receipts From Admissions Etc | 31532 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.43820 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34940 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3988186 | BeginningOfYearBalance |
| Contributions | 97379 | Contributions |
| Investment Earnings Or Losses | 447501 | InvestmentEarningsOrLosses |
| Other Expenditures | 465347 | OtherExpenditures |
| End Of Year Balance | 4067719 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3754022 | BeginningOfYearBalance |
| Contributions | 236000 | Contributions |
| Investment Earnings Or Losses | 31629 | InvestmentEarningsOrLosses |
| Other Expenditures | 29619 | OtherExpenditures |
| End Of Year Balance | 3988186 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3741986 | BeginningOfYearBalance |
| Contributions | 8100 | Contributions |
| Investment Earnings Or Losses | 57904 | InvestmentEarningsOrLosses |
| Other Expenditures | 61840 | OtherExpenditures |
| End Of Year Balance | 3754022 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.50190 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49810 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Total Revenue | 8254315 | TotalRevenue |
| Total Expenses | 4984715 | TotalExpenses |
| Excess Or Deficit For Year | 3269600 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -710832 | NetUnrealizedGLOnInvestments |
| Other | $502,688 | OtherAmount |
| Total Adjustments | -208144 | TotalAdjustments |
| Excess Or Deficit Per FS | 3061456 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7543483 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -710832 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -710832 | RevenueNotRptdF990 |
| Revenue Subtotal | 8254315 | RevenueSubtotal |
| Total Revenue Per Form990 | 8254315 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4482027 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4482027 | ExpensesSubtotal |
| Other Expenses Not Included | 502688 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 502688 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4984715 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO DONOR-RESTRICTED FUNDS WHICH ARE MANAGED AND CONTROLLED BY THE FOUNDATION AND WERE ESTABLISHED FOR RESEARCH AND EDUCATION. THE FOUNDATION ALSO HAS ONE BOARD-DESIGNATED ENDOWMENT FUND WHICH IS HELD AND MANAGED BY THE FOUNDATION AS A MAINTENANCE ENDOWMENT FUND FOR THE NEW BUILDING. THE FOUNDATION HAS A BENEFICIAL INTEREST WHICH IS HELD BY OKLAHOMA CITY COMMUNITY FOUNDATION, INC. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 502,688 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 502,688 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 99810 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS ONE MEMBER. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE ORGANIZATION HAS MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | OKLAHOMA EYE FOUNDATION APPROVES CERTAIN TRANSACTIONS FOR THE ORGANIZATION. IT APPROVES SELECTION/REMOVAL OF TRUSTEES; BORROWINGS IN EXCESS OF 500,000; SALE/DISPOSITON OF ALL OR SUBSTANTIAL CORPORATE ASSETS; CONTRACTS WITH TERMS IN EXCESS OF 5 YEARS OR 500,000; SELECTION OF AUDITORS; AMENDMENT OR RESTATEMENT OF CERTICICATE OF INCORPORATION AND BYLAWS; AND MERGERS, CONSOLIDATIONS, DISSOLUTIONS OR LIQUATION OF CORPORATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS MAILED TO THE GOVERNING BODY. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION DOES REGULARY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | RECORDS MAY BE REQUESTED TO BE REVIEWED ON SITE OR COPIED FOR A NOMINAL CHARGE. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| OKLAHOMA EYE FOUNDATION | ||||||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | 731396476 | GOVERANCE | OK | 501C3 | 4 | NA | false |
| DEAN A MCGEE EYE INSTITUTE | ||||||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | 736109395 | PAT. CARE | OK | 501C3 | 4 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| DEAN MCGEE EYE INSTITUTE | |
| Q | 4402678 |
| DEAN MCGEE EYE INSTITUTE | |
| R | 20000 |
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