Civic Intelligence

Classically Formed Foundation

990 • Fiscal year 2023 • EIN 88-1453619

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 07, 2024

Organization ProfileWWW.CLASSICALLYFORMED.ORG
PO Box 35772Tulsa, OK 74153-0772

(877) 829-5500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$20,294,018

No earlier filing loaded for comparison.

Net Assets

$749,018

No earlier filing loaded for comparison.

Liabilities

$19,545,000

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$879,029

No earlier filing loaded for comparison.

Expenses

$130,301

No earlier filing loaded for comparison.

Net Income

$748,728

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2023: $20,294,018Liabilities 2023: $19,545,000Net Assets 2023: $749,0182023Assets 2024: $20,983,962Liabilities 2024: $19,359,505Net Assets 2024: $1,624,4572024

Highlighted filing

2023

Assets$20,294,018
Liabilities$19,545,000
Net Assets$749,018
Open 2023 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2023: $879,029Expenses 2023: $130,301Net Income 2023: $748,7282023Revenue 2024: $1,740,629Expenses 2024: $1,614,441Net Income 2024: $126,1882024

Highlighted filing

2023

Revenue$879,029
Expenses$130,301
Net Income$748,728
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 7, 2024
Return Version
2022v5.0
Gross Receipts
$900,367
Mission and Program Overview

Mission

The Classically Formed Foundation mission is to form schools that form the hearts and minds of students through a content rich classical education in the liberal arts and sciences with instruction in the principles of moral character and civic virtue. The foundation is engaged in acquiring, developing, building, and leasing K-12 school facilities to Classically Formed Inc. and its affiliated schools. The foundation supports Classically Formed Inc. and its affiliated schools through development and advancement.

Provide financial support to classically formed, who is dedicated to forming a network of k-12 classical charter schools throughout the state of oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$7,876,028-
Land, Buildings, and Equipment, Net$0$2,851,779▲ $2,851,779
Rtn Earn Endowment Incm Other Fnds$0$749,018▲ $749,018
Intangible Assets-$648,628-
Cash and Non-Interest-Bearing Accounts-$138,093-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$20,294,018▲ $20,294,018
Other Assets Total$0$8,779,490▲ $8,779,490
Liabilities
Tax Exempt Bond Liabilities-$19,260,000-
Other Liabilities$0$285,000▲ $285,000
Total Liabilities$0$19,545,000▲ $19,545,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$749,018▲ $749,018
Total Liabilities and Net Assets / Fund Balance$0$20,294,018▲ $20,294,018

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,851,779--
Other Assets Org$8,779,490--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nathan PhelpsPresident
Belinda JordanMember
Brian BeamMember
Chris GeorgeMember
J David VeitchMember
Jack LeeMember
Julie JamesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$482,137
Program Service Revenue
$0
Investment Income
$411,017
Other Revenue
$-14,125
All Other Contributions
$469,275
Change in Net Assets
$748,728

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$20,000Fair Market Value
Other Non Cash Contri Table1$13,774Fair Market Value
Other Non Cash Contri Table1$10,775Fair Market Value
Total Noncash Contributions3$44,549-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,301
Total Fundraising Expense$51,344
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$48,715-$48,715
Fees for Services Legal-$20,926-$20,926
Other Expenses-$902$5,111$6,013
Information Technology-$4,728-$4,728
All Other Expenses-$2,259$1,684$3,943
Travel-$1,352-$1,352
Occupancy-$75-$75
Total Functional Expenses$0$78,957$51,344$130,301
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$21,338
Fundraising Gross Income$7,213
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Classically Formed Together$20,075$7,213$5,104$2,109
Total Events$20,075$7,213$21,338$-14,125
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Julie JamesSecretary-No-
Nathan PhelpsPresident-No-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bond 2022b$285,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
ATulsa County Industrial Authority2022-09-02$19,260,000For capital use expenditure related to construction of building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$19,260,000--$360,175

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
No
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 7B

“Rpm capital management, the bond holder, has approval over decisions related to the facility and finances.”

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

“Organization's process to review form 990 the tax return was forwarded by the chief executive officer to all board members for their review before the return was e-filed.”

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

“To ensure the organization operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: a. Whether compensation arrangements and benefits are reasonable, based on competent survey information and the result of arm's length bargaining. B. Whether partnerships, joint ventures, and arrangements with management organizations conform to the organization's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes, and do not result in inurement, impermissible private benefit, or in an excess benefit transaction.”

Form 990, Part VI, Section C, Line 19

“All organizing documents are available to be viewed by the public given sufficient notice.”

Filing and Contact Details

Filer

Filer Name
Classically Formed Foundation Inc
EIN
88-1453619
Phone
8778295500
Address
PO BOX 35772, TULSA, OK 74153-0772

Signing Officer

Name
Nathan Phelps
Title
President
Phone
9188108375
Signed
2024-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nathan Phelps
Formed
2022
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Cck Strategies Pllc
Address
8811 S YALE AVE SUITE 400, TULSA, OK 74137
Preparer
Leslie Deshields
Phone
9184914036
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt012862
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012862
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021338
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01195
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01195
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLASSICALLY FORMED TOGETHER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013899
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt020075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07213
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt07213
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-14125
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05104
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05104
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01140
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01140
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedStatesCd0OK
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0FUNDS WERE RAISED THROUGH DIRECT CONTRIBUTIONS FROM INDIVIDUALS, AS WELL AS, THROUGH A RAFFLE RESULTING IN $1,427
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/TotalGrossReceiptsAmt020075
IRS990ScheduleG/TotalNetToOrganizationAmt020075
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02022-09-02
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0521526494
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/CUSIPNum0899519AA0
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt019260000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0TULSA COUNTY INDUSTRIAL AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0FOR CAPITAL USE EXPENDITURE RELATED TO CONSTRUCTION OF BUILDING
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt011631269
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalizedInterestAmt01079362
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt0150000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0360175
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxExemptBondsInd00
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02023
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt019260000
IRS990ScheduleK/TaxExemptBondsProceedsGrp/UnspentAmt06039194
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0NATHAN PHELPS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JULIE JAMES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SECRETARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt21
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0VIDEO PRODUCTION
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1FOOD/ROOM RENTAL
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2SPEAKER FEE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt020000
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt113774
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt210775
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RPM CAPITAL MANAGEMENT, THE BOND HOLDER, HAS APPROVAL OVER DECISIONS RELATED TO THE FACILITY AND FINANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE TAX RETURN WAS FORWARDED BY THE CHIEF EXECUTIVE OFFICER TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE RETURN WAS E-FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZING DOCUMENTS ARE AVAILABLE TO BE VIEWED BY THE PUBLIC GIVEN SUFFICIENT NOTICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt019260000
IRS990/TaxExemptBondsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt020294018
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt020294018
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0482137
IRS990/TotalEmployeeCnt00

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,294,018
Liabilities
$19,545,000
Net assets
$749,018
Revenue
$879,029
Expenses
$130,301
Net income
$748,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.0$19.4$1.62$1.74$1.61$0.13
2023Detailed filing. Detailed filing data is available for this year.$20.3$19.5$0.75$0.88$0.13$0.75