DEAN MCGEE EYE INSTITUTE FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DEAN MCGEE EYE INSTITUTE FOUNDATION (EIN 73-1396478)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-05
- IRS object ID
- 201120959349300712
- Schema version
- 2009v1.7
- 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 | 2011-04-05T15:09:37-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 DRIVE SUITE 200 | 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 | 2009-07-01 | 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 | 2011-03-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK R DYER | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2011-03-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 10659959 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1255744 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4997793 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 736969 | InvestmentIncomePriorYear |
| Investment Income Current Year | 307080 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1992713 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5304873 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 260167 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 270044 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 448645 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8744443 | OtherExpensePriorYear |
| Other Expenses Current Year | 7677709 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9004610 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7947753 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7011897 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2642880 | RevenuesLessExpensesCY |
| Total Assets BOY | 25613775 | TotalAssetsBOY |
| Total Assets EOY | 25767293 | TotalAssetsEOY |
| Total Liabilities BOY | 27787 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 258094 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25585988 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25509199 | NetAssetsOrFundBalancesEOY |
| Mission Description | FUNDING MEDICAL CARE AND RESEARCH | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7277132 | Expense |
| Description | OUR PURPOSE IS TO RAISE FUNDS FOR MEDICAL CARE AND RESEARCH. | Description |
| Total Program Service Expense | 7277132 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | false | BalanceSheetAmountsReported |
| 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 | false | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | 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 |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 (4 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 |
| 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 | 4997793 | AllOtherContributions |
| Total Contributions | 4997793 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 521223 | TotalRevenueColumn |
| Exclusion | $521,223 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5140943 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5355086 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -214143 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -214143 | TotalRevenueColumn |
| Related Or Exempt Function Income | -214143 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5304873 | TotalRevenueColumn |
| Related Or Exempt Function Income | -214143 | RelatedOrExemptFunctionIncome |
| Exclusion | $521,223 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239254 | Total |
| Fundraising | 239254 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13007 | Total |
| Fundraising | 13007 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17783 | Total |
| Fundraising | 17783 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11289 | Total |
| Fundraising | 11289 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25077 | Total |
| Fundraising | 25077 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5221 | Total |
| Fundraising | 5221 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1944 | Total |
| Management And General | 1944 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7277132 | Total |
| Program Services | 7277132 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| DISCOUNT ON PLEDGE REC | 137213 | 137213 | |
| CONSULTING SERVICES | 46299 | 46299 | |
| BANK CHARGES | 39726 | 39726 | |
| INVESTMENT ADVISOR FEES | 33194 | 33194 | |
| INSURANCE | 25133 | 25133 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75481 | Total |
| Management And General | 9899 | ManagementAndGeneral |
| Fundraising | 65582 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7947753 | Total |
| Program Services | 7277132 | ProgramServices |
| Management And General | 221976 | ManagementAndGeneral |
| Fundraising | 448645 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4537791 | BOY |
| EOY | 165988 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3802578 | BOY |
| EOY | 6090528 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17035176 | BOY |
| EOY | 18999972 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238230 | BOY |
| EOY | 510805 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25613775 | BOY |
| EOY | 25767293 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27787 | BOY |
| EOY | 258094 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27787 | BOY |
| EOY | 258094 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18284713 | BOY |
| EOY | 16902360 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5608645 | BOY |
| EOY | 6678119 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1692630 | BOY |
| EOY | 1928720 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25585988 | BOY |
| EOY | 25509199 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25613775 | BOY |
| EOY | 25767293 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | 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 | 3337675 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4740028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1199899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1255744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4997293 | CurrentTaxYear |
| Total | 15530639 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3337675 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4740028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1199899 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1255744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4997293 | CurrentTaxYear |
| Total | 15530639 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8442607 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7088032 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 700982 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1033775 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1394940 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1105901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 521223 | CurrentTaxYear |
| Total | 4756821 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20287460 | TotalSupport |
| Public Support Pertcentage170 | 0.34940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39880 | 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 | 3754022 | BeginningOfYearBalance |
| Contributions | 236000 | Contributions |
| Investment Earnings Or Losses | 31629 | InvestmentEarningsOrLosses |
| Other Expenditures | 29619 | OtherExpenditures |
| End Of Year Balance | 3988186 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.51640 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48360 | 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 | 5304873 | TotalRevenue |
| Total Expenses | 7947753 | TotalExpenses |
| Excess Or Deficit For Year | -2642880 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2117446 | NetUnrealizedGLOnInvestments |
| Other | $448,645 | OtherAmount |
| Total Adjustments | 2566091 | TotalAdjustments |
| Excess Or Deficit Per FS | -76789 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7285106 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2117446 | NetUnrealizedGainsInvestments |
| Other Revenues | -137213 | OtherRevenues |
| Revenue Not Rptd F990 | 1980233 | RevenueNotRptdF990 |
| Revenue Subtotal | 5304873 | RevenueSubtotal |
| Total Revenue Per Form990 | 5304873 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7361895 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 7361895 | ExpensesSubtotal |
| Other Expenses Not Included | 585858 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 585858 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7947753 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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 | DISCOUNT AND CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE -137,213 DISCOUNT AND CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE 137,213 ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 448,645 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | DISCOUNT AND CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE -137,213 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | DISCOUNT AND CHANGE IN DISCOUNT ON PLEDGES RECEIVABLE 137,213 ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 448,645 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 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 11 | 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. |
| ADDITIONAL INFORMATION | SCHEDULE O | DEAN MCGEE EYE INSTITUE ENDOWMENT FUND TRANSFERRED TO DEAN MCGEE EYE INSTITUE 7,277,132 WHICH WAS MONEY COLLECTED THROUGH THE CAPITAL CAMPAIGN FOR REIMBURSEMENT OF EXPENSES ASSOCIATED WITH THIS CAMPAIGN AND FOR ANNUAL EXPENSES OF DEAN MCGEE EYE INSTITUTE WHICH ARE NORMALLY SUPPORTED BY DEAN MCGEE EYE INSTITUTE ENDOWNMENT FUND. DEAN MCGEE EYE INSTITUE ENDOWMENT FUND LOANED MONEY IN THE AMOUNT OF 301,000 TO DEAN MCGEE EYE INSTITUTE, DURING THE FISCAL YEAR ENDING JUNE 30,2010. |
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 |
|---|---|---|---|---|---|---|---|---|---|
| OKLAHOMA EYE FOUNDATION | |||||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | 731396476 | GOVERANCE | OK | 501 | 4 | NA |
| DEAN A MCGEE EYE INSTITUTE | |||||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | 736109395 | PAT. CARE | OK | 501 | 4 | NA |
| 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 | true | 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 | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| DEAN MCGEE EYE INSTITUTE | |
| Q | 7277132 |
| DEAN MCGEE EYE INSTITUTE | |
| D | 301000 |
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