Civic Intelligence

Oklahoma Innovation Institute Inc

EIN 26-1317404 • 501(c)3 • Tulsa, OK

Profile

The oklahoma innovation institute (oii) is a 501(c)(3) not-for-profit corporation committed to building an innovative economy in the tulsa region. Oii fosters collaborative research and development, entrepreneurship, stem education, company creation and retention, life-long learning and creative, future-oriented thinking. These objectives are driven by private sector, education, government and philanthropic partnerships.

100 South Cincinnati Avenue No 1405Tulsa, OK 74103

www.oklahomainnovationinstitute.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.12x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.20x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$110,889

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-46%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-12%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,542,409

Down $1,339,699 (-46%) from 2015

Liabilities

Down

$178,906

Down $98,760 (-36%) from 2015

Net Assets

Down

$1,363,503

Down $1,240,939 (-48%) from 2015

Revenue

Down

$883,910

Down $123,314 (-12%) from 2015

Expenses

Up

$1,921,182

Up $94,934 (+5.2%) from 2015

Net Income

Down

-$1,037,272

Down $218,248 (-27%) from 2015

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,347,153Liabilities 2012: $1,197,687Net Assets 2012: $4,149,4662012Assets 2013: $5,337,032Liabilities 2013: $970,063Net Assets 2013: $4,366,9692013Assets 2014: $4,021,010Liabilities 2014: $597,544Net Assets 2014: $3,423,4662014Assets 2015: $2,882,108Liabilities 2015: $277,666Net Assets 2015: $2,604,4422015Assets 2016: $1,542,409Liabilities 2016: $178,906Net Assets 2016: $1,363,5032016

Highlighted filing

2016

Assets$1,542,409
Liabilities$178,906
Net Assets$1,363,503

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $109,9062012Revenue 2013: $1,296,808Expenses 2013: $1,079,305Net Income 2013: $217,5032013Revenue 2014: $450,510Expenses 2014: $1,394,013Net Income 2014: -$943,5032014Revenue 2015: $1,007,224Expenses 2015: $1,826,248Net Income 2015: -$819,0242015Revenue 2016: $883,910Expenses 2016: $1,921,182Net Income 2016: -$1,037,2722016

Highlighted filing

2016

Revenue$883,910
Expenses$1,921,182
Net Income-$1,037,272

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$1,007,224
Mission and Program Overview

Mission

The oklahoma innovation institute (oii) is a 501(c)(3) not-for-profit corporation committed to building an innovative economy in the tulsa region. Oii fosters collaborative research and development, entrepreneurship, stem education, company creation and retention, life-long learning and creative, future-oriented thinking. These objectives are driven by private sector, education, government and philanthropic partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,782,208$1,229,060▼ $553,148
Investments in Publicly Traded Securities$1,224,800$624,400▼ $600,400
Pledges and Grants Receivable$743,520$529,760▼ $213,760
Cash and Non-Interest-Bearing Accounts$222,669$485,376▲ $262,707
Prepaid Expenses and Deferred Charges$32,528$13,512▼ $19,016
Accounts Receivable$12,500$0▼ $12,500
Total Assets$4,021,010$2,882,108▼ $1,138,902
Other Assets Total$2,785$0▼ $2,785
Liabilities
Deferred Revenue$575,000$265,556▼ $309,444
Accounts Payable and Accrued Expenses$22,544$12,110▼ $10,434
Total Liabilities$597,544$277,666▼ $319,878
Net Assets / Fund Balance
Unrestricted Net Assets$2,679,946$2,074,682▼ $605,264
Temporarily Rstr Net Assets$743,520$529,760▼ $213,760
Total Net Assets Fund Balance$3,423,466$2,604,442▼ $819,024
Total Liabilities and Net Assets / Fund Balance$4,021,010$2,882,108▼ $1,138,902

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,229,060$1,432,324$2,661,384
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
David GreerExecutive DirectorPT$100,425$6,698$107,123

Board Members and Trustees

NameTitle
Barry M DavisPresident and Chairman
Vince LovoiVice President
Dana WeberDirector
Don HimelfarbDirector
Dr Gerard ClancyDirector
Dr Steadman UphamDirector
Howard G Barnett JrDirector
John BrockDirector
John SchumanDirector
Joseph L Parker JrDirector
Leigh B GoodsonDirector
Sanjay MeshriDirector
James C McgillSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$602,679
Program Service Revenue
$404,444
Investment Income
$101
Other Revenue
$0
All Other Contributions
$527,679
Change in Net Assets
$-819,024

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,007,224
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,007,224
Total Revenue per Form 990
$1,007,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,099,395
Salaries, Compensation, and Employee Benefits$666,750
Grants and Similar Amounts Paid$60,103
Total Fundraising Expense$22,961
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$584,177--$584,177
Other Salaries and Wages$413,718$50,923-$464,641
Current Officers, Directors, Trustees, and Key Employees$14,005$72,644$20,474$107,123
Grants to Domestic Individuals$60,103--$60,103
Other Employee Benefits$34,236$9,917-$44,153
Payroll Taxes$23,642$9,273$1,537$34,452
Fees for Services Other$32,971--$32,971
Fees for Services Accounting-$27,750-$27,750
Occupancy-$26,948-$26,948
All Other Expenses$26,548--$26,548
Office Expenses-$21,477-$21,477
Insurance-$17,907-$17,907
Pension Plan Contributions$9,692$5,739$950$16,381
Other Expenses$14,549--$14,549
Information Technology-$14,025-$14,025
Travel$13,008--$13,008
Fees for Services Legal$12,555--$12,555
Advertising$4,174--$4,174
Conferences and Meetings$1,914--$1,914
Total Functional Expenses$1,546,684$256,603$22,961$1,826,248

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,826,248
Total Expenses per Audited Statements$1,826,248
Total Expenses per Form 990$1,826,248
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The executive director, david greer is employed by the university of tulsa. Dr. Gerard clancy is the vice president and dean of the college of health sciences at the university of tulsa. Dr. Steadman upham is the president of the university of tulsa.

Form 990, Part VI, Section B, Line 11

An unredacted copy of the form 990 is reviewed by the executive director and is provided to the full board prior to filing.

Form 990, Part VI, Section B, Line 12C

The policy is reviewed during the board meeting annually and the board is reminded of the policy.

Form 990, Part VI, Section B, Line 15

The process for determining compensation is through a review and approval of the budget which includes all positions and pay levels. This is documented in the board minutes.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oklahoma Innovation Institute Inc
EIN
26-1317404
Phone
9188638702
Address
100 SOUTH CINCINNATI AVENUE NO 1405, TULSA, OK 74103

Signing Officer

Name
Barry M Davis
Title
President & Chairman
Phone
9188638702
Signed
2016-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry M Davis
Formed
2007
Legal Domicile
Ok
Voting Board Members
14
Independent Board Members
13
Employees
12
Volunteers
19

Preparer

Firm
Hogantaylor Llp
Address
2222 S UTICA PL SUITE 200, TULSA, OK 74114-7002
Preparer
W Lyndel Lackey
Phone
9187452333
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Oii functions as a neutral convener, facilitator and strategic advisor of the tulsa regional stem alliance, a collaborative alliance of over 80 stem organizations throughout the state to share resources and substantially impact the effective delivery of stem education and programs.

FORM 990, PART XII, LINE 2C:

An audit/finance committee has been established. The audit/finance committee has met and has reviewed the 2015 audit report.

Financial Statement Notes

PART X, LINE 2:

The accounting for income taxes may, at times, involve some degree of uncertainty and, as such, lead to uncertain tax positions having been taken. Management has evaluated the organization's tax positions and concluded that it had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.

Raw XML AppendixShowing 400 of 480 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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IRS990/ActivityOrMissionDesc0THE OKLAHOMA INNOVATION INSTITUTE (OII) IS A 501(C)(3) NOT-FOR-PROFIT CORPORATION COMMITTED TO BUILDING AN INNOVATIVE ECONOMY IN THE TULSA REGION. OII FOSTERS COLLABORATIVE RESEARCH AND DEVELOPMENT, ENTREPRENEURSHIP, STEM EDUCATION, COMPANY CREATION AND RETENTION, LIFE-LONG LEARNING AND CREATIVE, FUTURE-ORIENTED THINKING. THESE OBJECTIVES ARE DRIVEN BY PRIVATE SECTOR, EDUCATION, GOVERNMENT AND PHILANTHROPIC PARTNERSHIPS.
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IRS990/Desc0TULSA RESEARCH PARTNERS (TRP), THE CORNERSTONE PROGRAM OF THE OKLAHOMA INNOVATION INSTITUTE (OII), REPRESENTS AN HISTORIC, COLLABORATIVE, MULTIDISCIPLINARY RESEARCH PARTNERSHIP FORMED BY THE UNIVERSITY OF TULSA, OKLAHOMA UNIVERSITY- TULSA, OKLAHOMA STATE UNIVERSITY- TULSA AND TULSA COMMUNITY COLLEGE.THE TULSA RESEARCH PARTNERS INITIATIVE IS DESIGNED TO DRIVE ECONOMIC GROWTH THROUGH THREE RESEARCH-CENTERED OBJECTIVES: 1) TO ENCOURAGE AND SUPPORT COLLABORATIVE, MULTIDISCIPLINARY RESEARCH AMONG COLLEGES, UNIVERSITIES, AND PRIVATE SECTOR RESEARCH GROUPS; 2) TO FACILITATE TECHNOLOGY TRANSFER RELATING TO A "GROW YOUR OWN" STARTUP COMPANY CULTURE IN THE REGION AND (3) TO ATTRACT NEW MAJOR, RESEARCH FUNDING TO THE REGION.THIS IS SUPPORTED BY THE A.R. AND MARY LOUISE TANDY COMMUNITY SUPERCOMPUTING CENTER, WHICH HOUSES ONE OF THE NATION'S MOST ADVANCED COMMUNITY SUPERCOMPUTERS. THE FUNCTION OF THIS COMMUNITY SUPERCOMPUTER IS TO PROVIDE COMMON INFRASTRUCTURE FOR COLLABORATIVE RESEARCH AND DEVELOPMENT, TO IDENTIFY LARGE-SCALE MULTIDISCIPLINARY RESEARCH FUNDING, INVESTIGATOR PAIRING AND ULTIMATELY GRANT WRITING SUPPORT. BY PROVIDING A FORUM TO SUPPORT THE GROWING COMMUNITY OF RESEARCHERS IN OUR REGION, THE TANDY SUPERCOMPUTING CENTER WILL SUPPORT THE TRANSITION OF SCIENTIFIC RESEARCH AND TECHNOLOGIES TO COMMERCIALLY VIABLE PRODUCTS AND SOLUTIONS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
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IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE OKLAHOMA INNOVATION INSTITUTE (OII) IS A 501(C)(3) NOT-FOR-PROFIT CORPORATION COMMITTED TO BUILDING AN INNOVATIVE ECONOMY IN THE TULSA REGION. OII FOSTERS COLLABORATIVE RESEARCH AND DEVELOPMENT, ENTREPRENEURSHIP, STEM EDUCATION, COMPANY CREATION AND RETENTION, LIFE-LONG LEARNING AND CREATIVE, FUTURE-ORIENTED THINKING. THESE OBJECTIVES ARE DRIVEN BY PRIVATE SECTOR, EDUCATION, GOVERNMENT AND PHILANTHROPIC PARTNERSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt021477
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IRS990/Organization501c3Ind0X
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt044153
IRS990/OtherExpensesGrp/Desc0TRSA EVENTS (STEM CLASS
IRS990/OtherExpensesGrp/Desc1DATACENTER LEASE
IRS990/OtherExpensesGrp/Desc2SUPERCOMPUTING OPERATIN
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0135371
IRS990/OtherExpensesGrp/ProgramServicesAmt190000
IRS990/OtherExpensesGrp/ProgramServicesAmt276021
IRS990/OtherExpensesGrp/ProgramServicesAmt314549
IRS990/OtherExpensesGrp/TotalAmt0135371
IRS990/OtherExpensesGrp/TotalAmt190000
IRS990/OtherExpensesGrp/TotalAmt276021
IRS990/OtherExpensesGrp/TotalAmt314549
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050923
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0413718
IRS990/OtherSalariesAndWagesGrp/TotalAmt0464641
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01537
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09273
IRS990/PayrollTaxesGrp/ProgramServicesAmt023642
IRS990/PayrollTaxesGrp/TotalAmt034452
IRS990/PensionPlanContributionsGrp/FundraisingAmt0950
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05739
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09692
IRS990/PensionPlanContributionsGrp/TotalAmt016381
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0743520
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0529760
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032528
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013512
IRS990/PrincipalOfficerNm0BARRY M DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541700
IRS990/ProgramServiceRevenueGrp/Desc0TULSA RESEARCH PARTNER
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0404444
IRS990/ProgSrvcAccomActy2Grp/Desc0THE TANDY SUPERCOMPUTING CENTER FELLOWSHIP PROGRAM OFFERS RESEARCH FELLOWSHIPS TO GRADUATE STUDENTS PURSUING ADVANCED DEGREES IN SCIENCE AND ENGINEERING FIELDS THAT HAVE A NEED FOR HIGH PERFORMANCE COMPUTING TO ADVANCE THEIR RESEARCH, WHOSE AREAS OF RESEARCH HAVE POTENTIAL FOR SIGNIFICANT COMMERCIALIZATION OPPORTUNITIES. THE TSCF PROGRAM IS SUBJECT TO ANNUAL RENEWAL UP TO THREE YEARS, AND USABLE OVER A FIVE-YEAR PERIOD FROM THE INITIAL DATE THE FELLOWSHIP IS GRANTED. RENEWAL OR TERMINATION OF THE FELLOWSHIP DEPENDS SOLELY ON OII'S EVALUATION OF THE FELLOWS' ACADEMIC PERFORMANCE AND COMPLIANCE WITH THE TERMS OF THE TSCF PROGRAM DURING THE RESPECTIVE YEAR. THE TSCF PROGRAM COMPRISES SEVERAL COMPONENTS: (A) A PROGRAM OF STUDY, (B) A PROFESSIONAL PRACTICUM, AND (C) PUBLIC PRESENTATION OF RESEARCH FINDINGS AT TULSA RESEARCH PARTNERS DAY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt060103
IRS990/ProgSrvcAccomActy2Grp/GrantAmt060103
IRS990/ProgSrvcAccomActy3Grp/Desc0OII FUNCTIONS AS A NEUTRAL CONVENER, FACILITATOR AND STRATEGIC ADVISOR OF THE TULSA REGIONAL STEM ALLIANCE, A COLLABORATIVE ALLIANCE OF OVER 80 STEM ORGANIZATIONS THROUGHOUT THE STATE TO SHARE RESOURCES AND SUBSTANTIALLY IMPACT THE EFFECTIVE DELIVERY OF STEM EDUCATION AND PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0386137
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0188350
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067090
IRS990/PYExcessBenefitTransInd00
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IRS990/PYInvestmentIncomeAmt087
IRS990/PYOtherExpensesAmt0939191
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0383333
IRS990/PYRevenuesLessExpensesAmt0-943503
IRS990/PYSalariesCompEmpBnftPaidAmt0405595
IRS990/PYTotalExpensesAmt01394013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0450510
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-819024
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01105000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02208800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03983569
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt072
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IRS990ScheduleA/PublicSupportPY170Pct00.99030
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY AND, AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt01826248
IRS990ScheduleD/TotalRevenuePerForm990Amt01007224
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0PAYMENT OF TUITION AND FEES, COST-OF-LIVING STIPEND, AND DEDICATED COMPUTER NODE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RENEWAL OR TERMINATION OF THE FELLOWSHIP DEPENDS SOLELY ON OUR EVALUATION OF THE FELLOWS' ACADEMIC PERFORMANCE AND COMPLIANCE WITH THE TERMS OF THE TSCF PROGRAM DURING THE RESPECTIVE YEAR. DURING THE TERM OF THE TSCF PROGRAM, A FELLOW MUST SUBMIT AN ANNUAL PROGRESS REPORT. THE CONTENT OF THE REPORT MUST INCLUDE THEN-CURRENT INFORMATION ABOUT THE RESPECTIVE FELLOW'S RESEARCH ACCOMPLISHMENTS AND ACTIVITIES, PRESENTATIONS, PUBLICATIONS, TEACHING AND RESEARCH ASSISTANTSHIPS, AWARDS AND RECOGNITIONS, AND OTHER SCHOLARLY AND SERVICE ACCOMPLISHMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OII FUNCTIONS AS A NEUTRAL CONVENER, FACILITATOR AND STRATEGIC ADVISOR OF THE TULSA REGIONAL STEM ALLIANCE, A COLLABORATIVE ALLIANCE OF OVER 80 STEM ORGANIZATIONS THROUGHOUT THE STATE TO SHARE RESOURCES AND SUBSTANTIALLY IMPACT THE EFFECTIVE DELIVERY OF STEM EDUCATION AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR, DAVID GREER IS EMPLOYED BY THE UNIVERSITY OF TULSA. DR. GERARD CLANCY IS THE VICE PRESIDENT AND DEAN OF THE COLLEGE OF HEALTH SCIENCES AT THE UNIVERSITY OF TULSA. DR. STEADMAN UPHAM IS THE PRESIDENT OF THE UNIVERSITY OF TULSA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN UNREDACTED COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND IS PROVIDED TO THE FULL BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY IS REVIEWED DURING THE BOARD MEETING ANNUALLY AND THE BOARD IS REMINDED OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION IS THROUGH A REVIEW AND APPROVAL OF THE BUDGET WHICH INCLUDES ALL POSITIONS AND PAY LEVELS. THIS IS DOCUMENTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AN AUDIT/FINANCE COMMITTEE HAS BEEN ESTABLISHED. THE AUDIT/FINANCE COMMITTEE HAS MET AND HAS REVIEWED THE 2015 AUDIT REPORT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00

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