Civic Intelligence

Mark Allen Everett Family Affltd Fund Of

990 • Fiscal year 2021 • EIN 73-1520821

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization ProfileN/A
PO Box 1146Oklahoma City, OK 73101

(405) 235-5603

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.43x

Higher debt load relative to revenue than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-187%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

97th percentile

$416,528

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 601.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

354%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,178,420

Up $534,662 (+20%) from 2020

Net Assets

Up

$3,148,420

Up $522,662 (+20%) from 2020

Liabilities

Up

$30,000

Up $12,000 (+67%) from 2020

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin2nd percentile

Revenue

Up

$69,259

Up $53,987 (+354%) from 2020

Expenses

Up

$199,012

Up $53,446 (+37%) from 2020

Net Income

Up

-$129,753

Up $541 (+0.4%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,323,755Liabilities 2011: $16,000Net Assets 2011: $2,307,7552011Assets 2012: $2,287,100Liabilities 2012: $17,250Net Assets 2012: $2,269,8502012Assets 2013: $2,417,249Liabilities 2013: $51,000Net Assets 2013: $2,366,2492013Assets 2014: $2,613,815Liabilities 2014: $42,864Net Assets 2014: $2,570,9512014Assets 2015: $2,556,735Liabilities 2015: $9,250Net Assets 2015: $2,547,4852015Assets 2016: $2,478,208Liabilities 2016: $13,877Net Assets 2016: $2,464,3312016Assets 2017: $2,595,239Liabilities 2017: $22,000Net Assets 2017: $2,573,2392017Assets 2018: $2,725,003Liabilities 2018: $96,500Net Assets 2018: $2,628,5032018Assets 2019: $2,714,666Liabilities 2019: $17,000Net Assets 2019: $2,697,6662019Assets 2020: $2,643,758Liabilities 2020: $18,000Net Assets 2020: $2,625,7582020Assets 2021: $3,178,420Liabilities 2021: $30,000Net Assets 2021: $3,148,4202021Assets 2022: $2,637,469Liabilities 2022: $21,000Net Assets 2022: $2,616,4692022Assets 2023: $2,729,577Liabilities 2023: $6,000Net Assets 2023: $2,723,5772023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$3,178,420
Liabilities$30,000
Net Assets$3,148,420
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $116,566Expenses 2011: $86,502Net Income 2011: $30,0642011Revenue 2012: $74,135Expenses 2012: $96,034Net Income 2012: -$21,8992012Revenue 2013: $94,702Expenses 2013: $143,374Net Income 2013: -$48,6722013Revenue 2014: $101,122Expenses 2014: $94,272Net Income 2014: $6,8502014Revenue 2015: $55,276Expenses 2015: $131,307Net Income 2015: -$76,0312015Revenue 2016: $40,277Expenses 2016: $118,305Net Income 2016: -$78,0282016Revenue 2017: $203,885Expenses 2017: $163,739Net Income 2017: $40,1462017Revenue 2018: $115,003Expenses 2018: $147,340Net Income 2018: -$32,3372018Revenue 2019: $73,742Expenses 2019: $133,914Net Income 2019: -$60,1722019Revenue 2020: $15,272Expenses 2020: $145,566Net Income 2020: -$130,2942020Revenue 2021: $69,259Expenses 2021: $199,012Net Income 2021: -$129,7532021Revenue 2022: $55,819Expenses 2022: $156,776Net Income 2022: -$100,9572022Revenue 2023: $50,912Expenses 2023: $171,292Net Income 2023: -$120,3802023Revenue 2024: $77,139Expenses 2024: $2,960,702Net Income 2024: -$2,883,5632024

Highlighted filing

2021

Revenue$69,259
Expenses$199,012
Net Income-$129,753
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Gross Receipts
$1,159,569
Mission and Program Overview

Mission

The organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.

Supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,642,575$3,177,210▲ $534,635
Investments Other Securities$1,183$1,210▲ $27
Total Assets$2,643,758$3,178,420▲ $534,662
Liabilities
Grants Payable$18,000$30,000▲ $12,000
Total Liabilities$18,000$30,000▲ $12,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,261,875$2,836,012▲ $574,137
Net Assets Without Donor Restrictions$363,883$312,408▼ $51,475
Total Net Assets Fund Balance$2,625,758$3,148,420▲ $522,662
Total Liabilities and Net Assets / Fund Balance$2,643,758$3,178,420▲ $534,662

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,625,758-▲ $721,674$16$3,148,420
2019$2,697,666-▲ $73,658$328$2,625,758
2018$2,628,503-▲ $203,077$454$2,697,666
2017$2,573,239-▲ $202,604$361$2,628,503
2016$2,464,331-▲ $272,647$270$2,573,239
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Joel SchwartzDirector of IT
Elizabeth EickmanDirector of Kirkpatrick Fam Fnd
Brian J DoughertyDirector of MAB Trust
Helen StoneDirector Strategic Operations
Howard Dean EverettTrustee
Mark Alexander EverettTrustee
Mary Jane RutherfordTrustee
Nancy YochTrustee
Sally HasenfrantzTrustee
Cathy LippardController
Nancy B AnthonySecy/Treasuer
Rhonda GodwinVice Pres Administration
Joe CarterVice Pres Development
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,259
Other Revenue
$0
Change in Net Assets
$-129,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,250
Other Expenses$21,762
Total Fundraising Expense$1,851
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,250--$109,250
Grants to Domestic Individuals$68,000--$68,000
Fees for Services Management-$16,120$1,851$17,971
Fees for Service Investment Mgmnt Fees-$3,775-$3,775
Fees for Services Other$16--$16
Total Functional Expenses$177,266$19,895$1,851$199,012
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of OK-Health Sciences Ctr Dept of DermatologyOklahoma City, OK501(c)(3)General Purposes$40,000
University of Oklahoma Foundation IncOklahoma City, OK501(c)(3)General Purposes$20,000
Wildcare FoundationNoble, OK501(c)(3)General Purposes$11,500
University of Oklahoma Foundation Inc - Fred Jones Jr Museum of ArtNorman, OK501(c)(3)General purposes$7,000
University of New Mexico FoundationAlbuquerque, NM501(c)(3)General Purposes$6,000
Chamber Music in OklahomaEdmond, OK501(c)(3)General Purposes$5,250
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 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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“This organization wa established by the Everett Family. As such, the following family members are trustees of this entity: Howard D. Everett and Mark A. Everett”

Form 990, Part VI, Section A, line 6

“Oklahoma City Community Foundation is the sole member of the filing organization.”

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

“Oklahoma City Community Foundation is the sole member of the filing organization.”

Form 990, Part VI, Section B, line 11B

“The return is prepared and reviewed by the staff of the OKC Community Foundation, the supported organization. The return is e-mailed to all trustees prior to filing for review”

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

“Conflict of interest policy is distributed, discussed and signed by each trustee at the annual trustee meeting.”

Form 990, Part VI, Section B, line 15

“While this organization doesn't follow this process since it doesn't have any direct employees, the Oklahoma City Community Foundation, which has an economic interest and controls the supporting organization's Board of Trustees, does follow this process for its personnel.”

Form 990, Part VI, Section C, line 18

“The organization's books and records are available for inspection at the Oklahoma City Community Foundation, Inc. 1000 N. Broadway Ave. Oklahoma City, OK 73102”

Form 990, Part VI, Section C, line 19

“Governing documents, conflicts of interest policy and financial statements are available upon request.”

Part VII, Section A

“This affiliated fund did not have any direct employees. However, the fund is a supporting organization of the Oklahoma City Community Foundation. As such, salaries for key employees and highly compensated employees of the Oklahoma City Community Foundation are listed for full disclosure purposes.”

Filing and Contact Details

Filer

Filer Name
MA Everett Family Affiliated Fund of
EIN
73-1520821
Phone
4052355603
Address
PO Box 1146, Oklahoma City, OK 73101

Signing Officer

Name
Nancy B Anthony
Title
Secretary/Treasurer
Phone
4052355603
Signed
2022-05-11

Organization Details

Principal Officer
Nancy B Anthony
Formed
1997
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Oklahoma City Community Foundation Inc
Address
1000 N Broadway Ave, Oklahoma City, OK 73102
Phone
4052355603
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“The Foundation has an Audit Committee which assumes responsibility for oversight of the audit, and review of the financial statement and selection of independent auditors. This has not changed from prior years.”

Financial Statement Notes

Part V, Line 4:

“Endowment is used to support the charitable activities of the organization in perpetuity”

Part X, Line 2:

“Oklahoma City Community Foundation and its supporting organizations are tax-exempt organizations and are not subject to federal or state income taxes, except on unrelated business income, in accordance with section 501(a) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under section 509(a) of the Code. The limited liability companies are pass-through entities for tax purposes. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying consolidated financial statements. The ASC provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing OCCF and its supporting organizations' tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions.”

Part V, Line 4

“Endowment is used to support the charitable activities of the organization in perpetuity”

Raw XML AppendixShowing 400 of 1,010 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/InvestmentsPubTradedSecGrp/EOYAmt03177210
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01090310
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02625758
IRS990/NetAssetsOrFundBalancesEOYAmt03148420
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040827
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040827
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0652415
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0363883
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0312408
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Nancy B Anthony
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0126000
IRS990/PYInvestmentIncomeAmt015272
IRS990/PYOtherExpensesAmt019566
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-130294
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0145566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015272
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-129753
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237024262
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0177250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OKC Community Foundation Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0177250
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09900
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt021746
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02625758
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03148420
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0177250
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0721674
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt016
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt019238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02697666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02625758
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0126000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt073658
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0328
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019895
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02628503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02697666
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0113565
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0203077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021479
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02573239
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02628503
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0125500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0202604
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0361
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022619
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02464331
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02573239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0140850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0270
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment is used to support the charitable activities of the organization in perpetuity
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Oklahoma City Community Foundation and its supporting organizations are tax-exempt organizations and are not subject to federal or state income taxes, except on unrelated business income, in accordance with section 501(a) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under section 509(a) of the Code. The limited liability companies are pass-through entities for tax purposes. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying consolidated financial statements. The ASC provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing OCCF and its supporting organizations' tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Endowment is used to support the charitable activities of the organization in perpetuity
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.90100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt023
IRS990ScheduleI/RecipientTable/CashGrantAmt05250
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt311500
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt57000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Purposes
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Chamber Music in Oklahoma
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1University of New Mexico Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2University of Oklahoma Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Wildcare Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Univ of OK-Health Sciences Ctr Dept of Dermatology
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5University of Oklahoma Foundation Inc - Fred Jones Jr Museum of Art
IRS990ScheduleI/RecipientTable/RecipientEIN0736096120
IRS990ScheduleI/RecipientTable/RecipientEIN1850275408
IRS990ScheduleI/RecipientTable/RecipientEIN2736091755
IRS990ScheduleI/RecipientTable/RecipientEIN3731461935
IRS990ScheduleI/RecipientTable/RecipientEIN4736091755
IRS990ScheduleI/RecipientTable/RecipientEIN5736091755
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03824 NE 140th Terrace Circle
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 Lomas Blvd NE 108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 258856
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt37601 84th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4619 NE 13th St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5555 Elm Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Edmond
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Albuquerque
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Noble
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Norman
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073013
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd187102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2731258856
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd3730687552
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd473104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd5730193008
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization's due diligence procedures prior to grant disbursement include: 1) ensure that grants do not provide benefits to any donor or other disqualified person and do not result in private inurement to any person or corporation. 2) Collect IRS letter documenting 501(c)(3) public charity status, current board of director listing, current financial information and current program information or description. 3) verification of status in IRS Pub 78 through www.guidestar.com 4) confirm that grants are not made to individuals or for the benefit of a specific individual, for reimbursement purposes or for non-charitable purposes.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,178,420
Liabilities
$30,000
Net assets
$3,148,420
Revenue
$69,259
Expenses
$199,012
Net income
-$129,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$2.96$2.88
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.01$2.72$0.05$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$0.06$0.16$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.03$3.15$0.07$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.63$0.02$0.15$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.02$2.70$0.07$0.13$0.06
2018Summary only. Only limited summary data is available for this year.$2.73$0.10$2.63$0.12$0.15$0.03
2017Summary only. Only limited summary data is available for this year.$2.60$0.02$2.57$0.20$0.16$0.04
2016Summary only. Only limited summary data is available for this year.$2.48$0.01$2.46$0.04$0.12$0.08
2015Summary only. Only limited summary data is available for this year.$2.56$0.01$2.55$0.06$0.13$0.08
2014Summary only. Only limited summary data is available for this year.$2.61$0.04$2.57$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$2.42$0.05$2.37$0.09$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$2.29$0.02$2.27$0.07$0.10$0.02
2011Summary only. Only limited summary data is available for this year.$2.32$0.02$2.31$0.12$0.09$0.03