Civic Intelligence

Founders of Doctors Hospital Inc

EIN 73-6105906 • 501(c)3 • Tulsa, OK

Profile

Support public charities.

4138 S Harvard C-3Tulsa, OK 74135

dhfounders.org

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

10th percentile

$37,000

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

24th percentile

-1.6%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$35,439,026

Down $579,170 (-1.6%) from 2023

Liabilities

Down

$23,467

Down $484 (-2.0%) from 2023

Net Assets

Down

$35,415,559

Down $578,686 (-1.6%) from 2023

Revenue

Up

$1,526,098

Up $245,016 (+19%) from 2023

Expenses

Up

$2,104,784

Up $333,806 (+19%) from 2023

Net Income

Down

-$578,686

Down $88,790 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $36,765,198Liabilities 2011: $311,485Net Assets 2011: $36,453,7132011Assets 2012: $36,018,190Liabilities 2012: $133,336Net Assets 2012: $35,884,8542012Assets 2013: $35,984,581Liabilities 2013: $104,297Net Assets 2013: $35,880,2842013Assets 2014: $37,318,930Liabilities 2014: $75,918Net Assets 2014: $37,243,0122014Assets 2015: $39,267,432Liabilities 2015: $32,922Net Assets 2015: $39,234,5102015Assets 2016: $39,116,593Liabilities 2016: $21,465Net Assets 2016: $39,095,1282016Assets 2017: $38,482,781Liabilities 2017: $20,879Net Assets 2017: $38,461,9022017Assets 2018: $38,574,449Liabilities 2018: $22,208Net Assets 2018: $38,552,2412018Assets 2019: $38,406,105Liabilities 2019: $27,275Net Assets 2019: $38,378,8302019Assets 2020: $36,496,029Liabilities 2020: $21,017Net Assets 2020: $36,475,0122020Assets 2021: $36,273,225Liabilities 2021: $24,393Net Assets 2021: $36,248,8322021Assets 2022: $36,505,756Liabilities 2022: $21,615Net Assets 2022: $36,484,1412022Assets 2023: $36,018,196Liabilities 2023: $23,951Net Assets 2023: $35,994,2452023Assets 2024: $35,439,026Liabilities 2024: $23,467Net Assets 2024: $35,415,5592024

Highlighted filing

2024

Assets$35,439,026
Liabilities$23,467
Net Assets$35,415,559

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,621,794Expenses 2011: $2,282,606Net Income 2011: -$660,8122011Revenue 2012: $792,540Expenses 2012: $1,361,399Net Income 2012: -$568,8592012Revenue 2013: $1,483,219Expenses 2013: $1,487,789Net Income 2013: -$4,5702013Revenue 2014: $2,637,978Expenses 2014: $1,279,845Net Income 2014: $1,358,1332014Revenue 2015: $3,676,139Expenses 2015: $1,682,203Net Income 2015: $1,993,9362015Revenue 2016: $1,515,816Expenses 2016: $1,655,198Net Income 2016: -$139,3822016Revenue 2017: $1,148,419Expenses 2017: $1,781,645Net Income 2017: -$633,2262017Revenue 2018: $2,155,831Expenses 2018: $2,065,492Net Income 2018: $90,3392018Revenue 2019: $1,661,060Expenses 2019: $1,834,471Net Income 2019: -$173,4112019Revenue 2020: -$205,371Expenses 2020: $1,698,447Net Income 2020: -$1,903,8182020Revenue 2021: $1,645,827Expenses 2021: $1,872,007Net Income 2021: -$226,1802021Revenue 2022: $2,338,242Expenses 2022: $2,102,933Net Income 2022: $235,3092022Revenue 2023: $1,281,082Expenses 2023: $1,770,978Net Income 2023: -$489,8962023Revenue 2024: $1,526,098Expenses 2024: $2,104,784Net Income 2024: -$578,6862024

Highlighted filing

2024

Revenue$1,526,098
Expenses$2,104,784
Net Income-$578,686

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.4$0.02$35.4$1.53$2.10$0.58
2023Detailed filing. Detailed filing data is available for this year.$36.0$0.02$36.0$1.28$1.77$0.49
2022Detailed filing. Detailed filing data is available for this year.$36.5$0.02$36.5$2.34$2.10$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.3$0.02$36.2$1.65$1.87$0.23
2020Detailed filing. Detailed filing data is available for this year.$36.5$0.02$36.5$0.21$1.70$1.90
2019Detailed filing. Detailed filing data is available for this year.$38.4$0.03$38.4$1.66$1.83$0.17
2018Detailed filing. Detailed filing data is available for this year.$38.6$0.02$38.6$2.16$2.07$0.09
2017Summary only. Only limited summary data is available for this year.$38.5$0.02$38.5$1.15$1.78$0.63
2016Summary only. Only limited summary data is available for this year.$39.1$0.02$39.1$1.52$1.66$0.14
2015Summary only. Only limited summary data is available for this year.$39.3$0.03$39.2$3.68$1.68$1.99
2014Summary only. Only limited summary data is available for this year.$37.3$0.08$37.2$2.64$1.28$1.36
2013Summary only. Only limited summary data is available for this year.$36.0$0.10$35.9$1.48$1.49$0.00
2012Summary only. Only limited summary data is available for this year.$36.0$0.13$35.9$0.79$1.36$0.57
2011Summary only. Only limited summary data is available for this year.$36.8$0.31$36.5$1.62$2.28$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$9,116,088
Mission and Program Overview

Mission

Support public charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,647,907$25,683,789▼ $3,964,118
Investments Other Securities$5,956,070$9,469,538▲ $3,513,468
Savings and Temporary Cash Investments$373,738$246,982▼ $126,756
Prepaid Expenses and Deferred Charges$30,833$30,833→ $0
Cash and Non-Interest-Bearing Accounts$50$50→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$36,018,196$35,439,026▼ $579,170
Other Assets Total$9,598$7,834▼ $1,764
Liabilities
Accounts Payable and Accrued Expenses$23,951$23,467▼ $484
Total Liabilities$23,951$23,467▼ $484
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,994,245$35,415,559▼ $578,686
Total Net Assets Fund Balance$35,994,245$35,415,559▼ $578,686
Total Liabilities and Net Assets / Fund Balance$36,018,196$35,439,026▼ $579,170

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$32,010$32,010
Equipment-$3,914$3,914
Leasehold Improvements-$302$302
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Harletta SpencerTreasurerPT$37,000$37,000
David BoosTrusteePT$37,000$37,000
Barbara WestPresidentPT$37,000$37,000
Rebecca BenjaminSecretary-$37,000$37,000
Carolyn ShueyTrustee-$37,000$37,000
Mary MilgromTrustee-$37,000$37,000
Joshua SalamyAsst Treasurer-$37,000$37,000
Tyler KriegerTrustee-$37,000$37,000
Martin NicholasVice President-$37,000$37,000
Michael G BrennanTrustee-$37,000$37,000

Board Members and Trustees

NameTitle
LaMont Cavanagh MDTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,525,979
Other Revenue
$119
Change in Net Assets
$-578,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,526,098
Revenue Not Reported on Form 990
$8,027,118
Total Revenue per Audited Statements
$9,553,216
Total Revenue per Form 990
$1,526,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,338,203
Salaries, Compensation, and Employee Benefits$434,872
Other Expenses$331,709
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,338,203--$1,338,203
Current Officers, Directors, Trustees, and Key Employees$296,000$74,000-$370,000
Fees for Service Investment Mgmnt Fees-$263,930-$263,930
Other Salaries and Wages$54,236$6,026-$60,262
Fees for Services Accounting$18,373$18,372-$36,745
Occupancy$12,960$1,440-$14,400
Fees for Services Legal$3,755$3,755-$7,510
Payroll Taxes$4,149$461-$4,610
Office Expenses$3,926$437-$4,363
Insurance$2,122$531-$2,653
Other Expenses$302$34-$336
Total Functional Expenses$1,735,621$369,163$0$2,104,784

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,104,784
Total Expenses per Audited Statements$2,104,784
Total Expenses per Form 990$2,104,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various see attachedTulsa, OK-Various purposes$797,114
OU-TU Dept of Family&Comm MedTulsa, OK-Support family & community medicine$541,089
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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 B, Line 11B

President, treasurer and assistant treasurer initially receive return for review and comments/corrections. Upon their review, and any changes, the return is distributed to the entire board for review prior to filing.

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

The board members abstain from voting on any matters where there could be a potential conflict of interest. In addition, any item that comes to the attention of a board member regarding a conflict of interest is brought to the attention of the full board and acted on as soon as possible.

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

National independent firm reviews organization's directors compensation and compares to similar organizations periodically.

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

Employee review conducted annually by board with compensation and beneftis being approved by board action.

Form 990, Part VI, Section C, Line 19

Interested parties may visit the organization's office and review these documents.

Filing and Contact Details

Filer

Filer Name
Founders of Doctors Hospital Inc
EIN
73-6105906
Phone
9187433525
Address
4138 S Harvard C-3, Tulsa, OK 74135

Signing Officer

Name
Harletta Spencer
Title
Treasurer
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara West
Formed
1983
Legal Domicile
Ok
Voting Board Members
11
Independent Board Members
0
Employees
1

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
Taylor D Gilpin
Phone
9187490921
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Accounting Standards Codification (ASC) Topic 740, Income Taxes, requires an entity to recognize a liability for tax positions when there is a 50% or greater likelihood that the position will not be substantiated upon examination. The Organization is liable for taxes to the extent of any unrelated business income as defined by IRS regulations. The Organization believes that it has not engaged in any unrelated business income as defined by IRS regulations and that it is more likely than not that this position would be sustained upon examination. As such, there were no liabilities recorded for uncertain tax positions as of September 30, 2024 and 2023.The Organization files income tax returns in the U.S. Federal jurisdiction and the State of Oklahoma. The statute of limitations for both federal and Oklahoma tax returns is three years, therefore all tax returns filed over three years ago are no longer subject to examination.

Raw XML AppendixShowing 400 of 563 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023951
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023467
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Support public charities.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Founders of Doctors' Hospital
IRS990/BooksInCareOfDetail/PhoneNum09187433525
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04138 S Harvard C-3
IRS990/BooksInCareOfDetail/USAddress/CityNm0Tulsa
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074135
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt050
IRS990/CashNonInterestBearingGrp/EOYAmt050
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt074000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0296000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0370000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01338203
IRS990/CYInvestmentIncomeAmt01525979
IRS990/CYOtherExpensesAmt0331709
IRS990/CYOtherRevenueAmt0119
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-578686
IRS990/CYSalariesCompEmpBnftPaidAmt0434872
IRS990/CYTotalExpensesAmt02104784
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01526098
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Support public charities exempt from tax under Code sections 501(a)(1) and 501(a)(2)
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01735621
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018372
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt018373
IRS990/FeesForServicesAccountingGrp/TotalAmt036745
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03755
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03755
IRS990/FeesForServicesLegalGrp/TotalAmt07510
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0263930
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0263930
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.19
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.88
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.27
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.17
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.08
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.05
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.18
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.47
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.76
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.63
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.35
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Harletta Spencer
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael G Brennan
IRS990/Form990PartVIISectionAGrp/PersonNm2Carolyn Shuey
IRS990/Form990PartVIISectionAGrp/PersonNm3Martin Nicholas
IRS990/Form990PartVIISectionAGrp/PersonNm4David Boos
IRS990/Form990PartVIISectionAGrp/PersonNm5Barbara West
IRS990/Form990PartVIISectionAGrp/PersonNm6Mary Milgrom
IRS990/Form990PartVIISectionAGrp/PersonNm7Rebecca Benjamin
IRS990/Form990PartVIISectionAGrp/PersonNm8Joshua Salamy
IRS990/Form990PartVIISectionAGrp/PersonNm9Tyler Krieger
IRS990/Form990PartVIISectionAGrp/PersonNm10LaMont Cavanagh MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt037000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt137000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt237000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt337000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt437000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt537000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt637000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt737000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt837000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt937000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0258278
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01338203
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01338203
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07848268
IRS990/GrossReceiptsAmt09116088
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0531
IRS990/InsuranceGrp/ProgramServicesAmt02122
IRS990/InsuranceGrp/TotalAmt02653
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01267701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01267701
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05956070
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09469538
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029647907
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025683789
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036226
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt036226
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07589990
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support public charities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt035994245
IRS990/NetAssetsOrFundBalancesEOYAmt035415559
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0258278
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0258278
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035994245
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt035415559
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01440
IRS990/OccupancyGrp/ProgramServicesAmt012960
IRS990/OccupancyGrp/TotalAmt014400
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0437
IRS990/OfficeExpensesGrp/ProgramServicesAmt03926
IRS990/OfficeExpensesGrp/TotalAmt04363
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09598
IRS990/OtherAssetsTotalGrp/EOYAmt07834
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134
IRS990/OtherExpensesGrp/ProgramServicesAmt01595
IRS990/OtherExpensesGrp/ProgramServicesAmt1302
IRS990/OtherExpensesGrp/TotalAmt01772
IRS990/OtherExpensesGrp/TotalAmt1336
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt0119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119
IRS990/OtherRevenueTotalAmt0119
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt06026
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt054236
IRS990/OtherSalariesAndWagesGrp/TotalAmt060262
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0461
IRS990/PayrollTaxesGrp/ProgramServicesAmt04149
IRS990/PayrollTaxesGrp/TotalAmt04610
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030833
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030833
IRS990/PrincipalOfficerNm0Barbara West
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0996329
IRS990/PYInvestmentIncomeAmt01281082
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0339777
IRS990/PYRevenuesLessExpensesAmt0-489896
IRS990/PYSalariesCompEmpBnftPaidAmt0434872
IRS990/PYTotalExpensesAmt01770978
IRS990/PYTotalRevenueAmt01281082
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-578686
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0373738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0246982
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01267701
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0907861
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0105201
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt0109567
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt01267701
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0907861
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0264243
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0265326
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0898257
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0532968
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0532968
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt01504475
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt01504475
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0453023
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01504475
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt01019999
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt01504475
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0484476
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01735621
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0715622
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0484476
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0715622
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0715622
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0484476
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0397418
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0541089
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt01504475
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.36000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01338203
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01735621
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A trustee of the supporting organization has been appointed to the board by the primary supported organization. As a trustee of the supporting organization, this person, along with the other trustees, reviews the financial activity of the supporting organization on a monthly basis. This regular financial review includes analyzing investment income received, realized and unrealized gains for the period, the makeup of the investment portfolio by investment type, and comparison of the investment performance compared to historical periods and compared to various benchmarks and indexes. Any changes to the supporting organizations investment policy or significant decisions made with their third-party investment managers are discussed by the trustees at their regular meetings. This trustee also had a significant voice in grants awarded by the supporting organization, which are presented and approved by the trustees throughout the year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The supported organization, to which the supporting organization is responsive, is the University of Oklahoma-Tulsa OU-TU School of Community Medicine Department of Family & Community Medicine.The support received by the supported organization is critical to provide faculty funding for the Department of Family & Community Medicine programs offered to residents, medical students and physician assistants. Without this support program offerings and/or faculty would need to be reduced and/or eliminated. Funding received provided approximately 33% of the faculty costs for the supported organization for the most current fiscal year. The relationship between the Organization (supporting organization) and the University of Oklahoma-Tulsa OU-TU School of Community Medicine Department of Family & Community Medicine (supported organization) has been ongoing since 1983.The supported organization has appointed an individual to the board of the supporting organization. See Part IV, Section D, Line 3 narrative above for more details regarding this person's role within the supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt047170900
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt043639607
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0269406

Document Assets

No mirrored PDF or thumbnail assets are attached yet.