Civic Intelligence

Memorial High School Endowment Inc

EIN 14-1897096 • 501(c)3 • Tulsa, OK

Pub. 78 Eligible990-N CoverageNTEE B11

Profile

The memorial high school endowment was formed to assist with the long term needs of the memorial high school sports programs.

5618 East 89th PlaceTulsa, OK 74137

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$565,953

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$565,953

No earlier filing loaded for comparison.

Operations

Revenue

$17,698

No earlier filing loaded for comparison.

Expenses

$8,726

No earlier filing loaded for comparison.

Net Income

$8,972

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2024: $565,953Liabilities 2024: $0Net Assets 2024: $565,9532024

Highlighted filing

2024

Assets$565,953
Liabilities$0
Net Assets$565,953
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$15K$10K$5.0K$0Revenue 2024: $17,698Expenses 2024: $8,726Net Income 2024: $8,9722024

Highlighted filing

2024

Revenue$17,698
Expenses$8,726
Net Income$8,972
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,953
Liabilities
$0
Net assets
$565,953
Revenue
$17,698
Expenses
$8,726
Net income
$8,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.18$0.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$17,698
Mission and Program Overview

Mission

The memorial high school endowment was formed to assist with the long term needs of the memorial high school sports programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$565,953-
Rtn Earn Endowment Incm Other Fnds-$565,953-
Total Assets$0$565,953▲ $565,953
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$565,953▲ $565,953
Total Liabilities and Net Assets / Fund Balance$0$565,953▲ $565,953

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$346,515--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jayme FowlerPresident
TERRY O'DONNELLVice President
Bob WintersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,698
Other Revenue
$0
Change in Net Assets
$8,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$2,962$0$0$2,962
Advertising$2,099$0$0$2,099
Other Expenses$679$0$0$679
Fees for Services Accounting$200$0$0$200
Total Functional Expenses$8,726$0$0$8,726
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Memorial High School Endowment Inc
EIN
14-1897096
Phone
9184179971
Address
5618 EAST 89TH PLACE, TULSA, OK 74137

Signing Officer

Name
Jayme Fowler
Title
President
Phone
9184179971
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jayme Fowler
Formed
2002
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Rodney D Kaufmann CPA Inc
Address
5416 South Yale Suite 650, Tulsa, OK 74135
Preparer
Rebecca Dozier CPA
Phone
9187477433
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Information is available upon request”

Pt VI, Line 11B

“Retrun reviewed by board president”

Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/EIN0141897096
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Dozier CPA
ReturnHeader/ReturnTs02025-04-14T14:17:46-07:00
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ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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