2024-10-24T14:23:54-05:00 2023-12-31 731185089 ARLEDGE & ASSOCIATES PC 7100 N CLASSEN BLVD STE 200 OKLAHOMA CITY OK 73116 990 2023-01-01 731222182 OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION INC OKLA 4056045977 431 W MAIN STREET STE E OKLAHOMA CITY OK 73102 MARY MELON-TULLY PRESIDENT/CEO 4056045977 2024-10-23 1 1 JENNIFER LINDSTROM P02083973 4053480615 2024-10-23 2023 2024-10-15 13:58:12Z MARY MELON-TULLY 431 W MAIN STREET STE E OKLAHOMA CITY OK 73102 2812805 0 X WWW.OKCKIDS.COM X 1984 OK TO SUPPORT LASTING CHANGE IN OKCPS THAT IMPROVES THE QUALITY OF EDUCATION FOR EVERY STUDENT. 22 22 7 150 0 0 3434671 2068738 605 225 93195 258398 -48615 -25244 3479856 2302117 1110648 1045867 0 0 489810 636552 0 0 151552 643429 460080 2243887 2142499 1235969 159618 6011694 6649961 255810 425999 5755884 6223962 X OUR MISSION IS TO ADVANCE EXCELLENCE, ADVOCATE FOR EQUITY, AND BUILD STRONG COMMUNITY SUPPORT FOR OKLAHOMA CITY PUBLIC SCHOOLS. 0 0 929151 629861 PROVIDE INNOVATIVE TEACHER/CLASSROOM SUPPORT - THROUGH A PARTNERSHIP WITH DONORSCHOOSE AND INITIATIVES LIKE PARTNERS IN ACTION AND READOKC, THE FOUNDATION PROVIDES SUPPORT FOR CLASSROOM AND SCHOOL NEEDS IN OKCPS. SINCE 2014, THE FOUNDATION HAS LEVERAGED OVER 11 MILLION DOLLARS IN FUNDING FOR OKCPS CLASSROOM PROJECTS ON DONORSCHOOSE. PARTNERS IN ACTION, WHICH INCLUDES COAT-A-KID & KIT-A-KID, ENGAGES COMMUNITY SUPPORT FOR SCHOOL WIDE PROJECTS IDENTIFIED BY SITE PRINCIPALS. READOKC HAS A MISSION TO INSTILL A LOVE OF READING IN STUDENTS, THROUGH READING CHALLENGES, VOLUNTEER READING BUDDIES AND PROVIDING ACCESS THROUGH LITTLE LIBRARIES AND A MOBILE BOOK BUS. 503243 324786 SUPPORT EFFORTS TO RECRUIT & RETAIN URBAN-READY TEACHERS - THROUGH PROGRAMS LIKE THE TEACHER PIPELINE PROGRAMS (TPP) AND THE URBAN TEACHER PREPARATION ACADEMY (UTPA) THE FOUNDATION PROVIDES DIRECT SUPPORT TO RECRUIT AND TRAIN TEACHERS FOR EMPLOYMENT WITH OKCPS. THE TPP PROVIDE DIRECT TUITION SUPPORT FOR PARAPROFESSIONALS EMPLOYED WITH OKCPS TO GET THEIR TEACHING CERTIFICATION AND TEACH WITH OKCPS. UTPA ENGAGES STUDENTS WHO ARE IN UNDERGRADUATE TEACHER PREPARATION PROGRAMS AT LOCAL UNIVERSITIES AND EXPRESS A DESIRE TO TEACH IN OKCPS. THE PROGRAM PROVIDES MENTORSHIP AND SUPPORT THROUGH THE LATTER HALF OF THE STUDENT'S COURSEWORK AND THE FIRST THREE YEARS IN THE CLASSROOM. 337177 46022 BUILD ADVOCATES FOR OKCPS - THROUGH HIGHLIGHTING SUCCESS STORIES WITHIN OKCPS AND PROGRAMS LIKE WALL OF FAME AND STARS OF EDUCATION, THE FOUNDATION HIGHLIGHTS THE NEED FOR EQUITY AND THE IMPORTANCE OF PUBLIC EDUCATION. THE WALL OF FAME HUMANITARIAN AWARDS DINNER HIGHLIGHTS INSPIRATIONAL STORIES OF OKCPS ALUMNI AND STARS OF EDUCATION RECOGNIZES OUTSTANDING TEACHERS AND PRINCIPALS IN THE DISTRICT THROUGH TEACHER OF THE YEAR AND PRINCIPAL OF THE YEAR AWARDS. 45793 45198 225 OTHER PROGRAM SERVICES OF THE FOUNDATION INCLUDE ASSISTING OKCPS WITH FUNDING AND OTHER SUPPORT FOR DISTRICTWIDE NEEDS, SCHOOL BOARD EVENTS AND RECEPTIONS AND OTHER NEEDS IDENTIFIED BY THE DISTRICT. 45793 45198 225 1815364 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X X NEWT BROWN 4056045977 431 W MAIN STREET STE E OKLAHOMA CITY OK 73102 TONI ALLEN MEMBER 1.00 X 0 0 0 CHRISTINE BERNEY MEMBER 1.00 X 0 0 0 STEPHEN BUTLER MEMBER 1.00 X 0 0 0 BRYAN COLEMAN MEMBER 1.00 X 0 0 0 JASON CONSTABLE MEMBER 1.00 X 0 0 0 COURTNEY FRANKLIN MEMBER 1.00 X 0 0 0 RAFAEL GARCIA MEMBER 1.00 X 0 0 0 MATT GARNER MEMBER 1.00 X 0 0 0 BRENDA HERNANDEZ MEMBER 1.00 X 0 0 0 JUSTIN LAWRENCE MEMBER 1.00 X 0 0 0 MARK MCCOY MEMBER 1.00 X 0 0 0 MEGAN MUIR MEMBER 1.00 X 0 0 0 CATHY OCONNOR MEMBER 1.00 X 0 0 0 ASHLEY PERKINS MEMBER 1.00 X 0 0 0 WENDI SHUUR MEMBER 1.00 X 0 0 0 JABAR SHUMATE MEMBER 1.00 X 0 0 0 BROOKE TOWNSEND MEMBER 1.00 X 0 0 0 MARY MELON-TULLY SECRETARY/PRESIDENT/CEO 40.00 X 161612 0 7891 R BRENT HENSLEY BOARD CHAIR 5.00 X 0 0 0 TANA K CASHION BOARD CHAIR ELECT 5.00 X 0 0 0 CRISTINA F MCQUISTION BOARD VICE CHAIR 3.00 X 0 0 0 CHARLES K HOLLAND TREASURER 3.00 X 0 0 0 161612 0 7891 1 0 1 0 0 118488 1950250 67872 2068738 CUSTODIAL ACCOUNT FEES 900099 225 225 225 173736 173736 570106 485444 84662 84662 84662 0 118488 25244 -25244 -25244 2302117 225 0 233154 345338 345338 700529 700529 161612 106023 23503 32086 328174 225978 50094 52102 48801 32015 7097 9689 56390 36993 8201 11196 41575 27275 6046 8254 31650 25950 3970 1730 20427 321 20085 21 152852 132307 20545 49082 24236 4301 20545 31527 24380 3399 3748 2931 2923 8 108213 94746 3608 9859 26168 22340 3828 5660 546 4416 698 BAD DEBT 14773 14773 DUES & SUBSCRIPTIONS 14336 13309 523 504 TRAINING & DEVELOPMENT 2461 155 1194 1112 2142499 1815364 175583 151552 94001 1585507 2211575 1291741 811319 67142 60818 10152 6324 2967960 3396742 62333 224001 6011694 6649961 104546 146605 151264 124070 0 155324 255810 425999 X 3009609 3381060 2746275 2842902 5755884 6223962 6011694 6649961 159618 308460 0 X 0 1 X 1 0 X 2984176 2628185 1897211 3434671 2068739 13012982 2984176 2628185 1897211 3434671 2068739 13012982 2093340 10919642 72252 54938 56333 99188 173736 456447 13469429 11915 0.81070 0.81680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 151315 18387 46930 122772 1 X 1766259 256091 33403 1988947 2063402 -256567 40576 1766259 1874276 233799 44673 2063402 1702715 239570 68009 1874276 1506421 266130 69836 1702715 0.36447 0.40191 0.23362 1 0 2686 1571 1115 59402 54578 4824 5054 4669 385 6324 LEASE LIABILITY 132984 CURRENT PORTION OF LEASE LIABILITY 22340 155324 X 2998773 308460 382986 25243 716689 2282084 20033 20033 2302117 2530695 382986 25243 408229 2122466 20033 20033 2142499 PART IV, LINE 1B: THE ORGANIZATION MAINTAINS FUNDS FOR SCHOOL BASED ENTITIES SUCH AS PTA'S, PTO'S AND OTHER SUPPORT GROUPS. EACH SUCH GROUP SIGNS AN AGREEMENT WITH THE FOUNDATION OUTLINING THE PARAMETERS OF EACH FUND. THE FOUNDATION MAKES DISTRIBUTIONS FROM EACH FUND BASED ON APPROVED REQUESTS WITH THE PARTNER ORGANIZATION. THE FUNDS HELD BY THE FOUNDATION ARE KEPT IN A SEPARATE BANK ACCOUNT THAT IS NOT COMINGLED WITH ANY OF THE FOUNDATION'S OPERATING FUNDS. PART IV, LINE 2B: ONE OF THE FOUNDATION'S MAIN REASONS FOR EXISTING IS TO PROVIDE MATERIAL SUPPORT BOTH TO THE OKLAHOMA CITY PUBLIC SCHOOLS AS A WHOLE AND DIRECTLY TO TEACHERS AND CLASSROOMS WITHIN THE OKCPS. TO ACCOMPLISH THAT GOAL THE FOUNDATION PROVIDES NUMEROUS GRANTS AND CASH SUPPORT FOR THE DISTRICT, TEACHERS AND CLASSROOMS IN THE OKCPS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. 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. FEDERAL AND STATE INCOME TAX STATUTES DICTATE THAT TAX RETURNS FILED IN ANY OF THE PREVIOUS THREE REPORTING PERIODS REMAIN OPEN TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN PART IX 25,243. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED IN PART IX 25,243. SUPERINTENDENT'S CUP 27504 27504 1318 7323 500 T-UP FOR OKCPS 90984 90984 16103 118488 118488 1318 7323 16603 25244 -25244 1 DONORSCHOOSEORG 134 WEST 37TH STREET 11TH FLOOR NEW YORK CITY NY 10018 134129457 501(C)3 200400 0 CLASROOM PROJECT FUNDING OKLAHOMA CITY PUBLIC SCHOOLS PO BOX 36609 OKLAHOMA CITY OK 73136 736021175 0 37852 FMV OKCPS GENERAL SUPPORT OKLAHOMA CITY PUBLIC SCHOOLS PO BOX 36609 OKLAHOMA CITY OK 73136 736021175 0 54445 FMV PARTNERS IN ACTION SCHOOL PROJECTS FUNDING 2 COAT-A-KID - COATS DISTRIBUTED TO OKCPS STUDENTS 6250 94633 FAIR MARKET VALUE PURCHASE PRICE OF COATS KIT-A-KID - SCHOOL SUPPLIES DISTRIBUTED TO OKCPS STUDENTS 400 4156 FAIR MARKET VALUE PURCHASE PRICE OF SUPPLIES STARS OF EDUCATION - TEACHER OF THE YEAR AWARD 1 1500 11517 FAIR MARKET VALUE DONOR VALUATIONS OF DONATED WRISTWATCH, 1 YEAR CAR LEASE & OFFICE CHAIR STARS OF EDUCATION - TEACHER OF THE YEAR FINALIST AWARDS 8 6000 3150 FAIR MARKET VALUE DONOR VALUATIONS OF DONATED PRIZES FOR FINALISTS STARS OF EDUCATION - PRINCIPAL OF THE YEAR AWARDS 2 10000 450 FAIR MARKET VALUE DONOR VALUATIONS OF DONATED PRIZES FOR AWARD WINNERS STARS OF EDUCATION - SUPER SUPPORT STAFF AWARDS 3 1500 STARS OF EDUCATION - ROTARY TEACHER OF THE MONTH AWARDS 10 5000 FAIR MARKET VALUE TEAM CAMPAIGN FACULTY PRIZES 30 1440 FAIR MARKET VALUE OKCPS TEACHER & STAFF PRIZES FOR TEAM CAMPAIGN PARTICIPATION READOKC ON THE GO! BOOK DISTRIBUTION 23670 148695 PURCHASE PRICE OF BOOKS DISTRIBUTED TO OKCPS STUDENTS AT SITE VISITS READOKC - LITTLE FREE LIBRARIES 2744 8102 FAIR MARKET VALUE DONATED USED BOOKS FOR LITTLE FREE LIBRARIES ACROSS OKCPS READOKC - READING CHALLENGES 15332 25922 FAIR MARKET VALUE PURCHASE PRICE & DONOR VALUED DONATED PRIZES FOR OKCPS READING CHALLENGES READOKC - AUTHOR VISIT - READ ACROSS AMERICA 1 500 FAIR MARKET VALUE TAMMI SAUER AUTHOR VISIT SPEAKING FEE READOKC - AUTHOR VISIT - READ ACROSS AMERICA 325 2955 PURCHASE PRICE OF BOOKS, GOODS & SERVICES RELATED TO TAMMI SAUER READ ACROSS AMERICA AUTHOR VISIT EVENT READOKC - AUTHOR VISITS - BOOK PURCHASES 2580 28284 FAIR MARKET VALUE PURCHASE PRICE OF AUTHOR BOOKS READOKC - AUTHOR VISITS - HONORARIA 3 6590 HONORARIA & MILEAGE PAID TO AUTHORS OKCPS ATTENDANCE INCENTIVES 50 15349 PURCHASE PRICE OF ATTENDANCE PRIZES URBAN TEACHER PREPARATION ACADEMY STUDENT STIPENDS 24 18700 UTPA STUDENT STIPENDS TEACHER PIPELINE PROGRAM STUDENT TUITION 65 179861 TUITION PAYMENTS MADE TO PARTNER EDUCATIONAL INSTITUTIONS (UCO, ROSE STATE COLLEGE, OSU/OKC, OCCC) FOR PROGRAM PARTICIPANT TUITION. ASPIRING ADMINISTRATOR STUDENT TUITION 10 126225 GRADUATE STUDENT TUITION PAID TO UNIVERSITY OF CENTRAL OKLAHOMA PART I, LINE 2: THE FOUNDATION ADMINISTERS A NUMBER OF DIFFERENT GRANTS EACH YEAR. THE LARGEST OF THESE GRANTING PROGRAMS IS ADMINISTERED THROUGH DONORSCHOOSE.ORG. UNDER THE DONORSCHOOSE.ORG PLATFORM TEACHERS POST CLASSROOM AND OTHER PROJECTS. THESE PROJECTS ARE THEN INDEPENDENTLY VERIFIED BY OTHER TEACHERS IN THE DONORSCHOOSE.ORG SYSTEM. ONCE PROJECTS ARE FUNDED THROUGH INDIVIDUAL DONATIONS AND THE FOUNDATION MATCHES FUNDS DONORSCHOOSE.ORG ORDERS THE NEEDED MATERIALS AND SHIPS THEM DIRECTLY TO THE SCHOOL LOCATION OF EACH PROJECT. FOLLOW UP NOTES AND REPORTS ARE SUBMITTED TO AND THROUGH DONORSCHOOSE.ORG AND ARE VISIBLE TO THE GENERAL PUBLIC AND THOSE WHO FUNDED THE PROJECTS. IN THE CASE OF OTHER FOUNDATION GRANTS THE FOUNDATION GENERALLY DIRECTLY PAYS INVOICES FOR SPECIFIC EXPENSES GENERATED BY SCHOOL OR DISTRICT PURCHASES. PRIOR TO PAYING ANY OF THESE INVOICES THE FOUNDATION VERIFIES THAT THE PRODUCT OR SERVICE WAS INDEED PROVIDED TO THE SCHOOL OR DISTRICT AND THAT THESE PRODUCTS AND SERVICES WERE FOR THE SPECIFIED EVENT OR PROJECT. X X X 0 0 0 0 0 0 0 1 0 MARY MELON-TULLY SECRETARY/PRESIDENT/CEO 154112 0 7500 0 0 0 0 0 7891 0 169503 0 0 0 PART I, LINE 3 THE FOUNDATION HAS AN HR COMMITTEE THAT OVERSEES THE EVALUATION OF THE PRESIDENT/CEO AND DEVELOPS THE COMPENSATION PLAN FOR THE PRESIDENT/CEO. THE PROPOSED COMPENSATION PACKAGE IS REVIEWED BY THE BOARD OFFICERS OF THE ORGANIZATION AND PRESENTED TO THE FULL BOARD OF DIRECTORS IN EXECUTIVE SESSION FOR APPROVAL. PART I, LINE 7 ALL EMPLOYEE BONUSES ARE BASED ON THE ACHIEVEMENT OF THE ORGANIZATIONAL REVENUE GOAL. X 19622 VALUATION BY DONOR X 1 9572 VALUATION BY DONOR X PRIZES/GIFTS 15 30609 VALUATION BY DONOR X BIKES 1 4050 VALUATION BY DONOR X FLOWERS 1 3000 VALUATION BY DONOR X SCHOOL SUPPLIES/TOYS 1 1020 VALUATION BY DONOR 0 0 0 COLUMN (B) THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE ORGANIZATION'S 990 EACH YEAR. ONCE A DRAFT OF THE 990 IS COMPLETED IT IS THOROUGHLY REVIEWED BY THE STAFF FOR ACCURACY AND CLARIFICATION. IF ANY REVISIONS ARE REQUIRED, THEY ARE MADE AT THIS TIME. ONCE THE STAFF AND AUDITING FIRM ARE SATISFIED WITH THE DRAFT OF THE 990 IT IS PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL TO FILE. THE FINANCE COMMITTEE IS PROVIDED THE DRAFT OF THE 990 IN ADVANCE OF THE MEETING TO HAVE TIME TO THOROUGHLY REVIEW AND PRESENT QUESTIONS OR REQUESTS FOR REVISION AT THE MEETING. IF THERE ARE NO REVISIONS REQUIRED THE 990 IS PUT TO A VOTE FOR APPROVAL BY THE COMMITTEE. ONCE THE FINANCE COMMITTEE HAS APPROVED THE 990 IT IS FILED AND A COPY OF THE 990 IS PROVIDED DIGITALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND ADVISORY BOARD. ADDITIONALLY, COPIES OF THE 990 INCLUDED AS PART OF THE NEXT BOARD MEETING'S BOARD PACKET. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF AND THE OFFICERS OF THE ORGANIZATION STAY APPRISED OF ANY CHANGE OF EMPLOYMENT OR CIRCUMSTANCE WITH OFFICERS, DIRECTORS AND KEY EMPLOYEES THAT MAY PRESENT A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICERS AND HR CHAIR OF THE ORGANIZATION COMPLETE AN ANNUAL EVALUATION OF THE PRESIDENT/CEO AND MAKE COMPENSATION DECISIONS BASED ON COMPARABLE COMPENSATION DATA AND THE PRESIDENT/CEO 1 S LEVEL OF EXPERIENCE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION RETAINS COPIES OF ALL GOVERNING DOCUMENTS, 990S AND ANNUAL AUDITS AT THE FOUNDATION'S OFFICES AND THEY ARE AVAILABLE FOR REVIEW UPON REQUEST. THE FOUNDATION ALSO HAS DIGITAL COPIES OF ALL GOVERNING DOCUMENTS, 990S AND ANNUAL AUDITS AVAILABLE FOR DOWNLOAD BY ANY INTERESTED PARTY AVAILABLE ON OUR WEBSITE, WWW.OKCKIDS.COM, AT ANY TIME.