Civic Intelligence

Norman Public School Foundation

990 • Fiscal year 2013 • EIN 73-1208845

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileWWW.NPSFOK.COM
131 South Flood73069

(405) 366-5947

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.23x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,505,497

Up $279,409 (+13%) from 2012

Net Assets

Up

$2,448,439

Up $276,830 (+13%) from 2012

Liabilities

Up

$57,058

Up $2,579 (+4.7%) from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin71st percentile

Revenue

$247,499

No earlier filing loaded for comparison.

Expenses

Down

$214,900

Down $16,542 (-7.1%) from 2012

Net Income

$32,599

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,048,605Liabilities 2010: $57,283Net Assets 2010: $1,991,3222010Assets 2011: $2,025,348Liabilities 2011: $59,973Net Assets 2011: $1,965,3752011Assets 2012: $2,226,088Liabilities 2012: $54,479Net Assets 2012: $2,171,6092012Assets 2013: $2,505,497Liabilities 2013: $57,058Net Assets 2013: $2,448,4392013Assets 2014: $2,559,440Liabilities 2014: $55,517Net Assets 2014: $2,503,9232014Assets 2015: $2,579,992Liabilities 2015: $60,359Net Assets 2015: $2,519,6332015Assets 2016: $2,695,207Liabilities 2016: $63,200Net Assets 2016: $2,632,0072016Assets 2017: $2,978,932Liabilities 2017: $113,810Net Assets 2017: $2,865,1222017Assets 2018: $2,776,218Liabilities 2018: $134,765Net Assets 2018: $2,641,4532018Assets 2019: $3,091,168Liabilities 2019: $130,077Net Assets 2019: $2,961,0912019Assets 2020: $3,469,357Liabilities 2020: $72,674Net Assets 2020: $3,396,6832020Assets 2021: $3,632,959Liabilities 2021: $135,052Net Assets 2021: $3,497,9072021Assets 2022: $2,968,159Liabilities 2022: $155,592Net Assets 2022: $2,812,5672022Assets 2023: $3,529,746Liabilities 2023: $137,934Net Assets 2023: $3,391,8122023Assets 2024: $3,838,811Liabilities 2024: $432,962Net Assets 2024: $3,405,8492024

Highlighted filing

2013

Assets$2,505,497
Liabilities$57,058
Net Assets$2,448,439
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $147,8562010Expenses 2011: $190,0902011Expenses 2012: $231,4422012Revenue 2013: $247,499Expenses 2013: $214,900Net Income 2013: $32,5992013Revenue 2014: $348,386Expenses 2014: $243,039Net Income 2014: $105,3472014Revenue 2015: $394,396Expenses 2015: $233,745Net Income 2015: $160,6512015Revenue 2016: $231,775Expenses 2016: $254,288Net Income 2016: -$22,5132016Revenue 2017: $353,418Expenses 2017: $341,833Net Income 2017: $11,5852017Revenue 2018: $515,791Expenses 2018: $326,715Net Income 2018: $189,0762018Revenue 2019: $368,793Expenses 2019: $360,737Net Income 2019: $8,0562019Revenue 2020: $421,505Expenses 2020: $211,940Net Income 2020: $209,5652020Revenue 2021: $436,283Expenses 2021: $551,708Net Income 2021: -$115,4252021Revenue 2022: $393,413Expenses 2022: $566,775Net Income 2022: -$173,3622022Revenue 2023: $424,332Expenses 2023: $324,918Net Income 2023: $99,4142023Revenue 2024: $605,743Expenses 2024: $884,584Net Income 2024: -$278,8412024

Highlighted filing

2013

Revenue$247,499
Expenses$214,900
Net Income$32,599
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$312,208
Mission and Program Overview

Mission

A broadly-based community organization whose purpose is exclusively educational and charitable and is to secure and distribute contributions from individuals, corporations, and foundations for the benefit of the students attending public schools in Norman, Oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,690,663$1,914,238▲ $223,575
Savings and Temporary Cash Investments$531,710$587,984▲ $56,274
Accounts Receivable$3,715$3,275▼ $440
Land, Buildings, and Equipment, Net$0--
Total Assets$2,226,088$2,505,497▲ $279,409
Liabilities
Grants Payable$54,253$55,476▲ $1,223
Other Liabilities$226$1,582▲ $1,356
Total Liabilities$54,479$57,058▲ $2,579
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,771,830$1,771,830→ $0
Temporarily Rstr Net Assets$353,927$497,874▲ $143,947
Unrestricted Net Assets$45,852$178,735▲ $132,883
Total Net Assets Fund Balance$2,171,609$2,448,439▲ $276,830
Total Liabilities and Net Assets / Fund Balance$2,226,088$2,505,497▲ $279,409

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,690,663-▲ $324,049$100,474$1,914,238
2012$1,505,170-▲ $185,493-$1,690,663
2011$1,553,051-▼ $47,881-$1,505,170
2010$1,375,640$58,538▲ $118,873-$1,553,051
2009$1,077,521$62,331▲ $235,788-$1,375,640
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Penny VossPast President
Logan JohnsonPresident
Diana HartleyPresident Elect
Katie MerrickAssoc. Director
Jenny DakilExec. Director
Kay WoodsAsst. Treasurer
Shirley SimmonsEx-officio
Ameil ShadidMember
Brenda ParksMember
Carla KimberlingMember
Helen ParkerMember
Jim WadeMember
John KoonsMember
Laura PalkMember
Melania RobertsonMember
Nathan LockhartMember
Tom CooperMember
Zac LogsdonMember
Randy LaffoonMember at Large
Kerrie ThompsonSecretary
Kevin HopperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,945
Program Service Revenue
$0
Investment Income
$86,554
Other Revenue
$0
All Other Contributions
$160,945
Change in Net Assets
$32,599

Audited Revenue Reconciliation

Revenue per Audited Statements
$247,499
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$244,231
Total Revenue per Audited Statements
$491,730
Total Revenue per Form 990
$247,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,253
Salaries, Compensation, and Employee Benefits$65,668
Total Fundraising Expense$42,380
Other Expenses$27,979
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$121,253--$121,253
Comp Disqual Persons-$35,313$30,355$65,668
Fees for Services Accounting-$7,770-$7,770
Information Technology-$4,441-$4,441
Advertising--$2,983$2,983
Office Expenses-$1,380$956$2,336
Insurance-$1,020-$1,020
Other Expenses-$654$800$654
Conferences and Meetings--$498$498
Occupancy-$414-$414
Fees for Services Other-$275-$275
Total Functional Expenses$121,253$51,267$42,380$214,900

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$214,900
Total Expenses per Audited Statements$214,900
Total Expenses per Form 990$214,900
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,356
Rent Payable$226
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Organization has board members.”

Form 990, Part VI, Section A, Line 7A

“Board members vote on officers.”

Form 990, Part VI, Section A, Line 7B

“Most every major decision is determined by board member voting.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the treasurer prior to filing.”

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

“If the organization encounters a conflict of interest the executive committee discusses the issue and will either ask the person to resign or take other steps to eliminate the conflict.”

Form 990, Part VI, Section B, Line 15A

“The executive committee does an annual review of the executive director and compensation changes are approved by a vote of the board.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
73-1208845
Phone
4053665947

Signing Officer

Name
Kevin Hopper
Title
Treasurer
Phone
4053663930
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Dakil
Formed
1984
Legal Domicile
Ok
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
18

Preparer

Preparer
Kelley Grace CPA
Phone
4052922900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To enable the organization to issue scholarships and grants which benefit the students attending public schools in norman, ok.”

PART X, LINE 2:

“The foundation is organized as an oklahoma nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(vi), and has been determined not to be a private foundation under sections 509(a)(1) and (3), respectively. The foundation is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The foundation has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt12PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASST. TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSOC. DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXEC. DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010291
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0121253
IRS990/GrantsPayableGrp/BOYAmt054253
IRS990/GrantsPayableGrp/EOYAmt055476
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0121253
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0121253
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt075000
IRS990/GrossReceiptsAmt0312208
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04441
IRS990/InformationTechnologyGrp/TotalAmt04441
IRS990/InsuranceGrp/ManagementAndGeneralAmt01020
IRS990/InsuranceGrp/TotalAmt01020
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt076263
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076263
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01690663
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01914238
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt064709
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A BROADLY-BASED COMMUNITY ORGANIZATION WHOSE PURPOSE IS EXCLUSIVELY EDUCATIONAL AND CHARITABLE AND IS TO SECURE AND DISTRIBUTE CONTRIBUTIONS FROM INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS FOR THE BENEFIT OF THE STUDENTS ATTENDING PUBLIC SCHOOLS IN NORMAN, OKLAHOMA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02171609
IRS990/NetAssetsOrFundBalancesEOYAmt02448439
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0244231
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0414
IRS990/OccupancyGrp/TotalAmt0414
IRS990/OfficeExpensesGrp/FundraisingAmt0956
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01380
IRS990/OfficeExpensesGrp/TotalAmt02336
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc1SPECIAL AWARDS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt06788
IRS990/OtherExpensesGrp/FundraisingAmt1800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0654
IRS990/OtherExpensesGrp/TotalAmt06788
IRS990/OtherExpensesGrp/TotalAmt1800
IRS990/OtherExpensesGrp/TotalAmt2654
IRS990/OtherLiabilitiesGrp/BOYAmt0226
IRS990/OtherLiabilitiesGrp/EOYAmt01582
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01771830
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01771830
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JENNY DAKIL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0191807
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0127750
IRS990/PYInvestmentIncomeAmt060376
IRS990/PYOtherExpensesAmt037400
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020741
IRS990/PYSalariesCompEmpBnftPaidAmt066292
IRS990/PYTotalExpensesAmt0231442
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0252183
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt032599
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0531710
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0587984
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0736021052
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0121253
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10NORMAN PUBLIC SCHOOLS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0121253
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01690663
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01914238
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0324049
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0100474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01505170
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01690663
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0185493
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01553051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01505170
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-47881
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01375640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt058538
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01553051
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118873
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01077521
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt062331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01375640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0235788
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0214900
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0244231
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0226
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENT PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93000
IRS990ScheduleD/RevenueNotReportedAmt0244231
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0247499
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO ENABLE THE ORGANIZATION TO ISSUE SCHOLARSHIPS AND GRANTS WHICH BENEFIT THE STUDENTS ATTENDING PUBLIC SCHOOLS IN NORMAN, OK.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS ORGANIZED AS AN OKLAHOMA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.07000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,505,497
Liabilities
$57,058
Net assets
$2,448,439
Revenue
$247,499
Expenses
$214,900
Net income
$32,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.84$0.43$3.41$0.61$0.88$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.14$3.39$0.42$0.32$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.16$2.81$0.39$0.57$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.14$3.50$0.44$0.55$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.47$0.07$3.40$0.42$0.21$0.21
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.13$2.96$0.37$0.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.78$0.13$2.64$0.52$0.33$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.11$2.87$0.35$0.34$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.06$2.63$0.23$0.25$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.06$2.52$0.39$0.23$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.56$0.06$2.50$0.35$0.24$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.06$2.45$0.25$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.05$2.17$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.06$1.97$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.06$1.99$0.15