2011-05-10T11:04:58-05:00 2010-06-30 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2009-07-01 201232950 Tulsa Educare Inc TULS 9185082250 3420 North Peoria Tulsa OK 74106 CAREN CALHOUN 9183823200 2011-05-10 1 Jean Christensen 6082741980 2011-05-10 2009 2016-02-24 21:20:13Z X CAREN CALHOUN 3420 North Peoria Tulsa OK 74106 8702773 0 X www.educaretulsa.org X 2004 OK 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. 16 15 0 150 0 0 1658789 8306663 358403 41105 12286 0 1699894 8677352 65780 0 0 2658612 0 534 632604 2271306 698384 4929918 1001510 3747434 12779757 16282113 1124563 853931 11655194 15428182 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. 0 0 4559479 358403 TULSA EDUCARE IS A STATE-OF-THE-ART EARLY CHILDHOOD CENTER THAT PROVIDES EDUCATION AND CARE FOR 200 CHILDREN (FROM BIRTH TO AGE 5) AND THEIR FAMILIES WITH FULL DAY, YEAR ROUND EARLY CHILDHOOD EDUCATION, FAMILY SUPPORT SERVICES, AND ONGOING MEDICAL CARE. 4559479 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 16 15 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 OK X PHIL MORGAN 9185082250 3420 NORTH PEORIA TULSA OK 74106 X tom adelson 1.00 X 0 0 0 chet cadiuex 1.00 X 0 0 0 frederic dorwart 1.00 X X 0 0 0 phil frohlich 1.00 X 0 0 0 george b kaiser 1.00 X X 0 0 0 phil lakin jr 0.00 X X 0 242867 29537 steve malcolm 1.00 X 0 0 0 don millican 1.00 X 0 0 0 dan pedersen 1.00 X 0 0 0 bob ross 1.00 X 0 0 0 mimi tarrasch 1.00 X 0 0 0 annie koppel van hanken 1.00 X 0 0 0 Keith Ballard 1.00 X 0 0 0 Maria Barnes 1.00 X 0 0 0 Millard House 1.00 X 0 0 0 Debbie Diebert 1.00 X 0 0 0 caren calhoun 0.00 X 0 70968 1182 0 313835 30719 0 0 1 0 Crossland Construction 14149 E Admiral Place Tulsa OK 74116 Construction 4896566 1 2627687 524510 5154466 8306663 Program Co-Pay Fees 611710 358403 358403 358403 14656 14656 23051 25421 -2370 -2370 -2370 8677352 358403 0 12286 24806 24310 496 2098601 2098601 20225 20225 324709 324709 190271 190233 38 46349 46349 5 5 12857 12857 738665 430649 308016 788 788 388344 385974 2370 9128 9128 550945 550945 18037 17729 308 19449 19449 268506 268506 21832 21832 Food & Kitchen Costs 173784 173784 Miscellaneous 22617 22617 4929918 4559479 369905 534 2081479 437626 118229 971454 1328 28801 15222695 765058 10578721 14457637 216508 70087 0 100000 12779757 16282113 1124563 853931 1124563 853931 X 11655194 15428182 11655194 15428182 12779757 16282113 X 0 1 1 X 1 1 X X X 0 0 0 COMMUNITY ACTION PROJECT OF TULSA COUNTY INC 731019247 7 1 1 1 0 Tulsa Community Foundation 731554474 9 1 1 1 0 2 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15081465 727351 14354114 141230 37707 103523 14457637 8677352 4929918 3747434 25554 25554 3772988 8702906 25554 25554 8677352 0 8677352 4929918 0 4929918 0 4929918 Part X: Description of Uncertain Tax Positions Under FIN 48: 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 2007, 2008, and 2009 remain subject to examination by the Internal Revenue Service. X X X 0 0 0 0 0 0 0 0 0 phil lakin jr 0 212575 0 9825 0 20467 0 15257 0 14280 0 272404 0 0 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 DOWART 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 AND PHIL LAKIN, JR. ARE TWO OF THE FOUR DIRECTORS OF THE BOKF FOUNDATION, an OrgANIZATION supported by TULSA COMMUNITY FOUNDATION. FRED DOrWART, PHIL FROHLICH, STEVEN DOW, AND CHET CADIEUX WERE, AT SOME POINT DURING THE TAX YEAR BEING REPorteD, FOUR out of the total of TWENTY-NINE TRUSTEES OF TULSA COMMUNITY FOUNDATION, an ORGANIZATION supported by TULSA EDUCARE, INC. PHIL LAKIN, JR. IS THE EXECUTIVE DIRECTOR OF TULSA COMMUNITY FOUNDATION. FRED DOrWARt, PHIL FROHLICH, AND PHIL LAKIN, JR., ARE THE THREE DIRECTORS OF GEORGE KAISER FAMILY FOUNDATION, An ORGANIZATION THAT WORKS CLOSELY WITH TULSA COMMUNITY FOUNDATION. FRED DOrWART, PHIL FROHLICH, AND PHIL LAKIN, JR., ARE THREE 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 year, TULSA EDUCARE, INC. HAd 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 FUNCTIONS INCLUDEd SECURING NECESSARY INSURANCE, PERFORMING CASH MANAGEMENT FUNCTIONS, AND PROVIDING CONSTRUCTION MANAGEMENT SERVICES DURING FACILITY CONSTRUCTION. BOTH ORGANIZATIONS ARE EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3). On April 1, 2010, this agreement ended and Tulsa Educare, Inc. controls their own management duties. Form 990, Part VI, Section A, line 8b NO OTHER COMMITTEE IS GRANTED AUTHORITY to ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Section B, line 11 THE 990 IS PROVIDED TO THE BOARD AT EITHER A MEETING OR ELECTRONICALLY PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST POLICY IS REVIEWED AND CONFIRMED AT A BOARD MEETING ON AN ANNUAL BASIS. Form 990, Part VI, Section C, line 19 Governing documents are made available to the public upon request. A COMMITTEE HAS THE RESPONSIBILITY TO OVERSEE THE AUDIT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. Form 990, Part IX, Officer Compensation The organization did not hire any officers until April 1, 2010. The compensation reported represents what was paid to the officer from April 1, 2010 to the end of the fiscal year. FORM 990, PART VI, LINES 13 AND 14 WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES THE ORGANIZATION IS IN THE PROCESS OF CREATING WHISTLEBLOWER AND DOCUMENT RETENTION AND DESTRUCTION POLICIES. FORM 990, PART VI, LINES 15, 15A, AND 15B OFFICER AND KEY EMPLOYEE COMPENSATION TULSA EDUCARE, INC.'S RELATED ORGANIZATIONS HAVE THESE TYPES OF POLICIES IN PLACE. FORM 990, PART VII AVERAGE HOURS PER WEEK CAREN CALHOUN AVERAGED 40 HOURS PER WEEK FOR THE RELATED ORGANIZATION, COMMUNITY ACTION PROJECT OF TULSA COUNTY, INC. PHIL LAKIN, JR. AVERAGED 55 HOURS PER WEEK FOR THE RELATED ORGANIZATION, TULSA COMMUNITY FOUNDATION. 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) 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 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0