DEAN MCGEE EYE INSTITUTE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
DEAN MCGEE EYE INSTITUTE FOUNDATION (EIN 73-1396478)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-30
IRS object ID
202600899349300020
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-03-30T09:06:47-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST FIRST STREET SUITE 700AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55802ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731396478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN MCGEE EYE INSTITUTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone4052716688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731045014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM DURBINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4052716688PhoneNum
Signature2026-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE BOYERPreparerPersonNm
PTINP01278549PTIN
Phone2187275025PhoneNum
Preparation2026-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM DURBINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731045014ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,749,620GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.DMEI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTO SUPPORT/BENEFIT THE DEAN MCGEE EYE INSTITUTEActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,307,770PYContributionsGrantsAmt
CY Contributions Grants$2,134,772CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,940,341PYInvestmentIncomeAmt
CY Investment Income$5,073,191CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,248,111PYTotalRevenueAmt
CY Total Revenue$7,207,963CYTotalRevenueAmt
PY Grants And Similar Paid$4,609,671PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$13,615,843CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$247,275PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$262,808CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$730,221CYTotalFundraisingExpenseAmt
PY Other Expenses$488,806PYOtherExpensesAmt
CY Other Expenses$1,891,973CYOtherExpensesAmt
PY Total Expenses$5,345,752PYTotalExpensesAmt
CY Total Expenses$15,770,624CYTotalExpensesAmt
PY Revenues Less Expenses$1,902,359PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$8,562,661CYRevenuesLessExpensesAmt
Total Assets BOY$54,044,548TotalAssetsBOYAmt
Total Assets EOY$45,672,583TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$54,044,548NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,672,583NetAssetsOrFundBalancesEOYAmt
MissionCREATED AND OPERATED TO SUPPORT DEAN MCGEE EYE INSTITUTE IN THE FURTHERANCE OF ITS MISSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,952,861ExpenseAmt
Grant$13,615,843GrantAmt
DescTHE DEAN MCGEE EYE INSTITUTE FOUNDATION'S PURPOSE IS TO SUPPORT THE DEAN MCGEE EYE INSTITUTE BY ENABLING IT TO BE ON THE CUTTING-EDGE OF RESEARCH, PROVIDE WORLD-CLASS PATIENT CARE AND EDUCATE THE NEXT GENERATION OF OPHTHALMOLOGISTS.Desc
Total Program Service Expenses$14,952,861TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRIS MOSLANDERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052716688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731045014ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CHRIS FLEMING
CHAIRMAN0.500.05Yes (X)Yes (X)$0$0$0
GARYL G GEIST
SECRETARY/TREASURER5.0050.00Yes (X)Yes (X)$0$269,281$35,795
JARI ASKINS
DIRECTOR0.050.00Yes (X)$0$0$0
MICHAEL A CAWLEY
DIRECTOR0.050.05Yes (X)$0$0$0
ALI FARZANEH
DIRECTOR0.050.00Yes (X)$0$0$0
TRENT HARDMAN
DIRECTOR (UNTIL 7/22/2024)0.050.00Yes (X)$0$0$0
STACY MURRAY
DIRECTOR0.050.00Yes (X)$0$0$0
KEVIN MOORE
DIRECTOR0.050.00Yes (X)$0$0$0
MAX MYERS
DIRECTOR0.050.00Yes (X)$0$0$0
DAVID E RAINBOLT
DIRECTOR0.050.50Yes (X)$0$0$0
GEORGE RAINEY WILLIAMS JR
DIRECTOR (UNTIL 10/9/2024)0.050.50Yes (X)$0$0$0
KIMBERLY HOWARD
VP FINANCE, CFO (UNTIL 8/16/2024)10.0050.00Yes (X)$0$170,366$17,767
CHRIS MOSLANDER
CFO / VP OF FINANCE10.0050.00Yes (X)$0$18,140$2,254
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$457,787TotReportableCompRltdOrgAmt
Total Other Compensation$55,816TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,134,772AllOtherContributionsAmt
Total Contributions$2,134,772TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,399,613TotalRevenueColumnAmt
Exclusion$1,399,613ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,215,235SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,541,657SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,673,578SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,673,578TotalRevenueColumnAmt
Exclusion$3,673,578ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,207,963TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,073,191ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$13,615,843TotalAmt
Program Services$13,615,843ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$262,808TotalAmt
Fundraising$262,808FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$86,934TotalAmt
Management And General$86,934ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$136,440TotalAmt
Management And General$608ManagementAndGeneralAmt
Fundraising$135,832FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$242,982TotalAmt
Fundraising$242,982FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$67,735TotalAmt
Fundraising$67,735FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,214TotalAmt
Fundraising$11,214FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,874TotalAmt
Fundraising$8,874FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
RESEARCH$496,756$496,756
INDIGENT CARE$300,000$300,000
CHAIRS AND ENDOWMENT$285,328$285,328
MISCELLANEOUS$162,844$162,844

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$92,866TotalAmt
Program Services$92,090ProgramServicesAmt
Fundraising$776FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,770,624TotalAmt
Program Services$14,952,861ProgramServicesAmt
Management And General$87,542ManagementAndGeneralAmt
Fundraising$730,221FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$525,658BOYAmt
EOY$2,508,476EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,910,089BOYAmt
EOY$2,121,174EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,497,216BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$47,099,932BOYAmt
EOY$40,030,775EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,011,653BOYAmt
EOY$1,012,158EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,044,548BOYAmt
EOY$45,672,583EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,552,809BOYAmt
EOY$11,838,472EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$29,491,739BOYAmt
EOY$33,834,111EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,044,548BOYAmt
EOY$45,672,583EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$54,044,548BOYAmt
EOY$45,672,583EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$8,562,661ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$190,696NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1DEAN MCGREE EYE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN736109395EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$13,615,843SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$13,615,843SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,755,703BeginningYearBalanceAmt
Contributions-$6,311,356ContributionsAmt
Investment Earnings Or Losses$5,674,581InvestmentEarningsOrLossesAmt
Other Expenditures$285,328OtherExpendituresAmt
End Year Balance$40,833,600EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,543,839BeginningYearBalanceAmt
Contributions$7,335,364ContributionsAmt
Investment Earnings Or Losses$4,505,009InvestmentEarningsOrLossesAmt
Other Expenditures$628,509OtherExpendituresAmt
End Year Balance$41,755,703EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,584,420BeginningYearBalanceAmt
Contributions$1,307,109ContributionsAmt
Investment Earnings Or Losses$2,423,535InvestmentEarningsOrLossesAmt
Other Expenditures$771,225OtherExpendituresAmt
End Year Balance$30,543,839EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,235,900BeginningYearBalanceAmt
Contributions$4,882,254ContributionsAmt
Investment Earnings Or Losses-$2,038,691InvestmentEarningsOrLossesAmt
Other Expenditures$1,495,043OtherExpendituresAmt
End Year Balance$27,584,420EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,061,123BeginningYearBalanceAmt
Contributions$4,789,876ContributionsAmt
Investment Earnings Or Losses$3,464,669InvestmentEarningsOrLossesAmt
Other Expenditures$3,079,768OtherExpendituresAmt
End Year Balance$26,235,900EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.25100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.47830PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27070TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,398,659TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$190,696NetUnrealizedGainsInvstAmt
Revenue Not Reported$190,696RevenueNotReportedAmt
Revenue Subtotal$7,207,963RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,207,963TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,770,624TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,770,624ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,770,624TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS WHICH ARE MANAGED AND CONTROLLED BY THE FOUNDATION AND WERE ESTABLISHED FOR RESEARCH, EDUCATION, AND OTHER MISSION-RELATED ACTIVITIES. THE FOUNDATION ALSO HAS BOARD-DESIGNATED ENDOWMENT FUNDS WHICH ARE HELD AND MANAGED BY THE FOUNDATION FOR THE PURPOSE OF A MAINTENANCE ENDOWMENT FUND FOR THE BUILDING AND FOR ENDOWED CHAIRS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
PART X, LINE 2:UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. ASC TOPIC 740 REQUIRES THE RECOGNITION OF A LIABILITY FOR TAX POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, MANAGEMENT EVALUATED THEIR TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN MCGEE EYE INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73104ZIPCd
FieldValueIRS element (for citing)
Recipient EIN736109395RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$13,615,843CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL OPERATING SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MADE ONLY TO DEAN MCGEE EYE INSTITUTE FOUNDATION'S SUPPORTED ORGANIZATION, DEAN MCGEE EYE INSTITUTE. THESE ENTITIES ARE GOVERNED BY THE SAME OFFICERS WHO ARE ABLE TO MONITOR THE USE OF GRANT FUNDS TO ENSURE FUNDS ARE USED FOR THE INTENDED CHARITABLE PURPOSES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GARYL G GEIST
SECRETARY/TREASURER$0$268,441$0$100$0$740$0$8,699$0$27,096$0$305,076$0$0
KIMBERLY HOWARD
VP FINANCE, CFO (UNTIL 8/16/2024)$0$169,165$0$0$0$1,201$0$5,226$0$12,541$0$188,133$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION IS DETERMINED BY A RELATED ORGANIZATION, DEAN MCGEE EYE INSTITUTE, USING THE FOLLOWING METHODS: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEEExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING TAX YEAR 2024. THE FILING ORGANIZATION'S EMPLOYEES WERE REPORTED ON FORM W-3 BY DEAN MCGEE EYE INSTITUTE (FEIN 73-6109395), A CONTROLLING RELATED ENTITY. SIMILARLY, THE SALARY EXPENSES REFLECTED ON FORM 990, PART IX FOR THIS PERIOD WERE ALL REPORTED ON THE FORM 941, EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF DEAN MCGEE EYE INSTITUTE AND REIMBURSED TO DEAN MCGEE EYE INSTITUTE BY DEAN MCGEE EYE INSTITUTE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6DEAN MCGEE EYE INSTITUTE IS THE SOLE MEMBER OF DEAN MCGEE EYE INSTITUTE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7ADEAN MCGEE EYE INSTITUTE HAS AUTHORITY TO SELECT, ELECT, APPOINT, AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF DEAN MCGEE EYE INSTITUTE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BDEAN MCGEE EYE INSTITUTE APPROVES CERTAIN TRANSACTIONS FOR THE ORGANIZATION. IT APPROVES SELECTION/REMOVAL OF TRUSTEES; BORROWINGS IN EXCESS OF $500,000; SALE/DISPOSITION OF ALL OR SUBSTANTIAL CORPORATE ASSETS; CONTRACTS WITH TERMS IN EXCESS OF 5 YEARS OR $500,000; SELECTION OF AUDITORS; AMENDMENT OR RESTATEMENT OF CERTIFICATE OF INCORPORATION AND BYLAWS; AND MERGERS, CONSOLIDATIONS, DISSOLUTIONS OR LIQUATION OF CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CFO. THE BOARD OF DIRECTORS RECEIVE A COPY OF THE RETURN PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AT THE BEGINNING OF EACH FISCAL YEAR, AND ANY IDENTIFIED CONFLICTS OF INTEREST ARE SHARED WITH THE BOARD OF DIRECTORS IN A WRITTEN REPORT. INDIVIDUALS WITH A CONFLICT OF INTEREST DO NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THEIR INTEREST.
FORM 990, PART VI, SECTION C, LINE 19A FORM 990 INFORMATION REQUEST POLICY WAS ESTABLISHED WHICH OUTLINES THE PROCESS. RECORDS MAY BE REQUESTED TO BE REVIEWED ON SITE OR COPIED FOR A NOMINAL CHARGE. THE FORM 990 IS ALSO AVAILABLE ONLINE FROM SOURCES SUCH AS GUIDESTAR.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1DEAN MCGEE EYE INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73104ZIPCd
FieldValueIRS element (for citing)
EIN736109395EIN
Primary ActivitiesPATIENT CAREPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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