ARDMORE INSITIUTE OF HEALTH: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARDMORE INSITIUTE OF HEALTH (EIN 73-0550692)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349105221
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:29:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731225615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARNEY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S COMMERCE AVE SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734013924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730550692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARDMORE INSTITUTE OF HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARDM | BusinessNameControlTxt |
| Phone | 5807984600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1269 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET CALHOUN | PersonNm |
| Person Title | SENIOR VP & COO | PersonTitleTxt |
| Phone | 5802261227 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A HEMBREE CPA | PreparerPersonNm |
| PTIN | P00447357 | PTIN |
| Phone | 5802261227 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,877,133 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $134,459 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134,459 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,774,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,997,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,774,568 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $8,484 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $8,484 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $8,484 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,868,010 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,846,437 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,974,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,944,268 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,484 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $911,692 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $282,052 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $629,640 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $498,531 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $74,280 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $424,251 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $257,496 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $75,682 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $181,814 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $172,503 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $162,130 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,373 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $119,539 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,885 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $89,654 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $485,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $237,563 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $247,911 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $268,737 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,188 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $54,812 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,747 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,188 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $69,717 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,856 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,861 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $133,907 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,092 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $124,815 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $286,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,522 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $316,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,208,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $994,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,134,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,323,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,323,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,532,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $994,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,457,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,442,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,949,830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,484 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $932,294 | CashBOYAmt |
| Cash EOY | $573,493 | CashEOYAmt |
| Cash EOYFMV | $573,493 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,396,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $853,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $853,556 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $447,226 | AcctRcvblAmt |
| Acct Rcvbl BOY | $580,236 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $447,226 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $447,226 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $686,635 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $52,687 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $52,687 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $80,377,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $93,306,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,306,925 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,821 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,326 | LandBOYAmt |
| Land EOY | $29,368 | LandEOYAmt |
| Land EOYFMV | $834,653 | LandEOYFMVAmt |
| Other Assets BOY | $5,917,381 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,773,973 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,808,593 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $90,940,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,037,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,877,133 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $336,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $271,577 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $336,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $271,577 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,603,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,765,651 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,603,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,765,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,940,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,037,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,603,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,442,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,719,598 | OtherIncreasesAmt |
| Subtotal | $99,765,651 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,765,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HILLTOP SECURITIES | 2023-05-16 | 2023-08-23 | $68,499 | $68,509 | -$10 | -$10 | |
| OJP ROYALTY INTERESTS | 2021-01-01 | 2023-04-28 | $2,266,288 | $1,143,408 | $1,122,880 | $1,122,880 | D |
| OTHER ADJUSTMENTS | 2022-12-31 | 2023-12-31 | $687 | $10,908 | -$10,221 | -$10,221 | P |
| COMMONFUND GAINS | 2022-12-31 | 2023-12-31 | $2,661,919 | $2,661,919 | $2,661,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,774,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $222,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $139,297 | OverpaymentAmt |
| Applied To ES Tax | $139,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARDMOREINSTITUTEOFHEALTH.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET CALHOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5807984600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1269 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ROY II | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | BOARD CHAIR | 1.00 | $8,500 | $0 | $1,645 |
| DEXTER SHURNEY | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | VICE CHAIR/TRUSTEE | 1.00 | $2,000 | $0 | $2,475 |
| JAMES MALONE | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | INVESTMENT/FINANCE CHAIR | 1.00 | $6,500 | $0 | $2,858 |
| ELLIOT SMITH | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | PERSONNEL/NOMINATING CHAIR | 1.00 | $8,500 | $0 | $6,040 |
| CYNTHIA RIMA DNPAPNANP-BC | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | SECRETARY | 1.00 | $7,500 | $0 | $2,756 |
| ROY VARTABEDIAN MD | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| HEIDI HITTNER | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | TRUSTEE | 1.00 | $6,500 | $0 | $4,467 |
| RON STOUT MD MPH | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | PRESIDENT/CEO | 40.00 | $486,811 | $30,000 | $0 |
| JANET CALHOUN | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | SENIOR VP/COO/TREASURER | 40.00 | $369,381 | $30,000 | $0 |
| BRENDA REA MD DRPH PTRD | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | TRUSTEE | 1.00 | $8,500 | $0 | $5,671 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY MARTIN | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | DIRECTOR OF DIGITAL | 40.00 | $123,116 | $9,849 | $13,000 |
| PATRICIA WEAVER | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | BUSINESS MANAGER | 40.00 | $106,519 | $8,522 | $13,000 |
| AMY HANUS | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | PROGRAM DIRECTOR | 40.00 | $99,045 | $7,924 | $9,828 |
| OANA JONES | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | PROGRAM COORDINATOR | 40.00 | $75,347 | $4,521 | $4,476 |
| DIANA FLEMING | ||||||||
| PO BOX 1269 | ARDMORE | OK | 73402 | PROGRAM COORDINATOR | 40.00 | $67,040 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARTZOG CONGER CASON | |||||
| 201 ROBERT S KERR AVE STE 1600 | OKLAHOMA CITY | OK | 73102 | LEGAL FEES | $151,244 |
| SMITH CARNEY & CO | |||||
| 5 S COMMERCE SUITE 33 | ARDMORE | OK | 73401 | ACCOUNTING FEES | $104,602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FULL PLATE LIVING PROGRAM (WEIGHT-LOSS AND DIABETES)MULTIPLE INDIVIDUALS WERE PROVIDED THE FPL PROGRAMS IN 2023 FREE OF CHARGE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $86,675,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,100,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,807,093 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,583,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,583,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,433,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,149,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,707,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,707,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,703 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,061 | IncomeTaxAmt |
| Total Tax | $94,764 | TotalTaxAmt |
| Distributable Before Adj | $4,612,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,612,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,612,727 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,457,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,457,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,612,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $139,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,457,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,457,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $139,899 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $139,899 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,829 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PRX | ||||||||
| 1380 SOLDIERS FIELD RD | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | SUPPORT FOR SEASON 3 OF FOOD, WE NEED TO TALK | $25,000 | |
| GLORIA AINSWORTH CHILD CARE AND LEARNING CENTER INC | ||||||||
| 502 G STREET NE | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | FARM TO TABLE PROJECT | $12,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1101 E 33RD ST | BALTIMORE | MD | 21218 | N/A | PUBLIC CHARITY | TRANSLATION OF A FACILITATOR-LED LIFESTYLE PROGRAM TO A SELF-DIRECTED VIRTUAL PLATFORM: A PILOT TYPE 2 HYBRID EFFECTIVENESS-IMPLEMENTATION STUDY | $75,000 | |
| NORTH STAR HEALTH | ||||||||
| 100 RIVER STREET | SPRINGFIELD | VT | 05156 | N/A | PUBLIC CHARITY | SCALING WHOLE FOOD AS PRESCRIPTIONS TO AN UNDERSERVED RURAL COMMUNITY | $75,000 | |
| PATIENT-CENTERED PRIMARY CARE FOUNDATION | ||||||||
| 1101 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | ALIGNING COMMUNICATIONS TO FURTHER PAYMENT REFORM THAT SUPPORTS WHOLE PERSON CARE | $100,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| MASS GENERAL CANCER CENTER AT | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | MGH REVERE FOOD PANTRY: HEALTHY FAMILIES CLINIC AND TEACHING KITCHEN PROGRAM: YEAR TWO | $125,603 | WALTHAM |
| DUPAGE COUNTY HEALTH DEPARTMENT | ||||||||
| 111 N COUNTY FARM RD | WHEATON | IL | 60187 | N/A | GOVERNMENT AGENCY | DUPAGE HEALTH(Y) EATING AND ACTIVE LIVING | $75,000 | |
| CITY OF ARDMORE | ||||||||
| 2704 N ROCKFORD RD | ARDMORE | OK | 73401 | N/A | GOVERNMENT AGENCY | PICKLEBALL COURT PHASE II | $22,000 | |
| HEALTH ENHANCEMENT RESEARCH ORGANIZATION | ||||||||
| 14460 FALLS OF NEUSE ROAD | RALEIGH | NC | 27614 | N/A | PUBLIC CHARITY | DEMONSTRATING THE VALUE OF ACTIVATING EMPLOYERS AS AGENTS OF CHANGE IN THE IMPLEMENTATION OF LIFESTYLE MEDICINE | $75,000 | |
| THE TEACHING KITCHEN COLLABORATIVE INC | ||||||||
| 101 MIDDLESEX TPKE SUITE 6 | BURLINGTON | MA | 018034914 | N/A | PUBLIC CHARITY | CONVENING: TEACHING KITCHENS AS CATALYSTS OF ENHANCED HEALTHCARE DELIVERY | $100,000 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT TYLER | ||||||||
| 11937 USHWY 271 | TYLER | TX | 75708 | N/A | GOVERNMENT AGENCY | INTEGRATING LIFESTYLE MEDICINE INTO MEDICAL EDUCATION | $65,780 | |
| STANFORD UNIVERSITY | ||||||||
| 856 HEALTH SCIENCES | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | LET'S GROW: FOOD AND FARM SUMMER CAMP | $100,000 | |
| CARILION MEDICAL CENTER | ||||||||
| 1906 BELLEVIEW AVE SE | ROANOKE | VA | 240141838 | N/A | PUBLIC CHARITY | ENHANCING AND EVALUATING A LIFESTYLE MEDICINE CLINIC IN SOUTHWEST VIRGINIA | $97,600 | |
| LAKE REGION HEALTHCARE CORPORATION | ||||||||
| 712 S CASCADE ST | FERGUS FALLS | MN | 56537 | N/A | PUBLIC CHARITY | RURAL LIFESTYLE MEDICINE PILOT PROGRAM | $31,500 | |
| OPEN SOURCE WELLNESS | ||||||||
| 6921 SNOWDON AVE | EL CERRITO | CA | 94530 | N/A | PUBLIC CHARITY | SCALING COMMUNITY AS MEDICINE VIA YMCA PARTNERSHIPS | $60,000 | |
| THE UNIVERSITY OF ARIZONA FOUNDATION FBO THE ANDREW WEIL CENTER FOR INTEGRA | ||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PUBLIC CHARITY | ADVANCING LIFESTYLE MEDICINE ACTIVITIES WITHIN INTEGRATIVE MEDICINE IN RESIDENCY (IMR) TRAINING | $50,000 | |
| EDIBLE EDUCATION EXPERIENCE INC | ||||||||
| 26 E KING ST | ORLANDO | FL | 32804 | N/A | PUBLIC CHARITY | WHOLE HEALTH KIDS | $50,000 | |
| UNIVERSITY OF MISSISSIPPI MEDICAL CENTER | ||||||||
| 2500 N STATE ST | JACKSON | MS | 39216 | N/A | GOVERNMENT AGENCY | N-PALMS: NUTRITION AND PHYSICAL ACTIVITY IN LIFESTYLE MEDICINE SERVICES | $63,940 | |
| SAINT FRANCIS HOSPITAL INC | ||||||||
| 6161 S YALE AVE | TULSA | OK | 74136 | N/A | PUBLIC CHARITY | SAINT FRANCIS LIFESTYLE MEDICINE PROGRAM | $69,350 | |
| INLAND WELLNESS INFORMATION NETWORK | ||||||||
| 1859 W REDLANDS BLVD | REDLANDS | CA | 92373 | N/A | PUBLIC CHARITY | VIRTUAL LATINO/A CULINARY & LIFESTYLE MEDICINE SESSIONS | $27,500 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 710811 | COLUMBUS | OH | 43201 | N/A | PUBLIC CHARITY | EXERCISE IS MEDICINE LIFESTYLE MEDICINE (EIM-LM) PILOT PROGRAM | $20,000 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||||||
| 11400 TOMAHAWK CREEK PARKWAY | LEAWOOD | KS | 66211 | N/A | PUBLIC CHARITY | CATALYZING VALUE-BASED CARE SUCCESS WITH LIFESTYLE MEDICINE PRINCIPLES | $250,000 | |
| AMERICAN COLLEGE OF LIFESTYLE MEDICINE | ||||||||
| PO BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC CHARITY | A LIFESTYLE MEDICINE CONVENING ON MEANING, PURPOSE, AND SPIRITUALITY: UNDERSTANDING WHOLE PERSON NEEDS FOR WHOLE PERSON CARE | $124,380 | |
| MEDSTAR HEALTH INC | ||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | N/A | PUBLIC CHARITY | CULINARY MEDICINE AND NUTRITION CURRICULUM FOR ALL RESIDENTS-IN-TRAINING AT MEDSTAR HEALTH | $100,000 | |
| KETTERING ADVENTIST HEALTH | ||||||||
| 3535 SOUTHERN BLVD | KETTERING | OH | 45429 | N/A | PUBLIC CHARITY | HEALING DAYTON BY TREATING THE CAUSE AT THE POINT OF CONTACT: PHASE 1 TO BUILD EXPERTISE AND CEMENT COMMUNITY PARTNERSHIPS | $69,019 | |
| PATIENT-CENTERED PRIMARY CARE FOUNDATION | ||||||||
| 1101 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | ALIGNING COMMUNICATIONS TO FURTHER PAYMENT REFORM THAT SUPPORTS WHOLE PERSON CARE | $156,208 | |
| LOMA LINDA UNIVERSITY | ||||||||
| 24887 TAYLOR STREET SUITE 202 | LOMA LINDA | CA | 92350 | N/A | PUBLIC CHARITY | ADVENTIST HEALTH STUDY: THE NEXT GENERATION IN TRANSFORMATIONAL HEALTH KNOWLEDGE (YEAR 5) | $100,000 | |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE | ||||||||
| 900 HOPE WAY | ALTAMONTE SPRINGS | FL | 32714 | N/A | PUBLIC CHARITY | WELLNESS RETREAT SPONSORSHIP/MENTAL HEALTH & WELLNESS SUPPORT | $2,500 | |
| EAST ARDMORE REVITALIZATION INC | ||||||||
| 300 E MAIN STREET FIRST FLOOR WEST | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | CONTINUING OPERATIONS | $5,000 | SUITE 2 |
| SPAULDING REHABILITATION INC | ||||||||
| 300 1ST AVENUE | BOSTON | MA | 02129 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT FOR A LIFESTYLE MEDICINE CME PROGRAM ON LIFESTYLE MEDICINE THAT HAS BEEN APPROVED BY THE ABLM FOR CONTINUING EDUCATION CREDITS AND BY THE MASS GENERAL BRIGHAM (MGB) AS CATEGORY 1 AMA CREDITS AND RISK MANAGEMENT CREDITS. | $5,000 | |
| UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES | ||||||||
| 4301 W MARKHAM ST | LITTLE ROCK | AR | 72205 | N/A | GOVERNMENT AGENCY | WE ARE REQUESTING SUPPORT FOR A "FOOD AS MEDICINE" CONTINUING EDUCATION CONFERENCE. | $2,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PUBLIC CHARITY | INFANT CRISIS SERVICES BABYMOBILE: CHILDHOOD HUNGER FREE ARDMORE | $7,500 | |
| REAL WORLD WELL-BEING | ||||||||
| 4833 SANTA MONICA AVENUE 7472 | SAN DIEGO | CA | 92107 | N/A | PUBLIC CHARITY | PROVIDING SUPPORT FOR PEOPLE/COMMUNITY | $5,000 | |
| CAMBRIDGE MEDICAL CARE FOUNDATION INC | ||||||||
| 1493 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | N/A | PUBLIC CHARITY | LIFESTYLE MEDICINE OUTREACH | $10,000 | |
| AMERICAN COLLEGE OF LIFESTYLE MEDICINE | ||||||||
| PO BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC CHARITY | A LIFESTYLE MEDICINE CONVENING ON MEANING, PURPOSE, AND SPIRITUALITY: UNDERSTANDING WHOLE PERSON NEEDS FOR WHOLE PERSON CARE | $5,000 | |
| MOUNT OUTREACH INC | ||||||||
| 101 F STREET SE | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | PROVIDING SUPPORT FOR THOSE INDIVIDUALS IN UNDERSERVED COMMUNITIES IN ARDMORE, OK. | $3,000 | |
| AMERICAN COLLEGE OF OCCUPATIONAL AND ENVIRONMENTAL MEDICINE | ||||||||
| 25 NORTHWEST POINT BOULEVARD SUITE | ELK GROVE VILLAGE | IL | 60007 | N/A | PUBLIC CHARITY | RESEARCH AND EDUCATION | $5,000 | 700 |
| SWEDISH MEDICAL CENTER FOUNDATION | ||||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | N/A | PUBLIC CHARITY | HEALTH SERVICES | $5,000 | |
| LIFESTYLE MEDICINE WELLNESS PARTNERS INC | ||||||||
| 6705 38TH AVENUE N | ST PETERSBURG | FL | 33710 | N/A | PUBLIC CHARITY | PROVIDING HEALTH AND WELL-BEING SUPPORT FOR PEOPLE/COMMUNITY | $5,000 | |
| LOMA LINDA UNIVERSITY | ||||||||
| 24887 TAYLOR STREET SUITE 202 | LOMA LINDA | CA | 92350 | N/A | PUBLIC CHARITY | ADVENTIST HEALTH STUDY: THE NEXT GENERATION IN TRANSFORMATIONAL HEALTH KNOWLEDGE (YEAR 5) | $10,000 | |
| APPLES TO ZUCCHINI COOKING SCHOOL | ||||||||
| PO BOX 30912 | SANTA BARBARA | CA | 93130 | N/A | PUBLIC CHARITY | PROVIDING SUPPORT FOR PEOPLE | $2,400 | |
| THE TEACHING KITCHEN COLLABORATIVE INC | ||||||||
| 101 MIDDLESEX TPKE SUITE 6 | BURLINGTON | MA | 018034914 | N/A | PUBLIC CHARITY | CONVENING: TEACHING KITCHENS AS CATALYSTS OF ENHANCED HEALTHCARE DELIVERY | $50,000 | |
| SIGMA THETA TAU INC | ||||||||
| 3100 SYCAMORE RD | DEKALB | IL | 60115 | N/A | PUBLIC CHARITY | DOCTORAL NURSING STUDENT CONDUCTING RESEARCH TO IMPROVE THE HEALTH AND WELLBEING (LOWER/MAINTAIN WEIGHT, BLOOD PRESSURE, AND INCREASE FIBER) OF THE COMMUNITY THROUGH UTILIZATION AND IN-PERSON, HANDS ON TEACHING OF FULL PLATE LIVING. | $4,500 | |
| ELEMENT HEALTH | ||||||||
| PO BOX 1226 | FAIRHOPE | AL | 36533 | N/A | PUBLIC CHARITY | "FULL PLATE LIVING & LIFESTYLE | $4,725 | |
| ARDMORE CHAMBER OF COMMERCE | ||||||||
| P O BOX 1585 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | HEALTHCARE INVESTMENT LEVEL SILVER | $2,500 | |
| ARDMORE CHAMBER OF COMMERCE | ||||||||
| 130 D ST NW | ARDMORE | OK | 73401 | N/A | PUBLIC CHARITY | PICKLEBALL SPONSORSHIP | $300 | |
| CITY OF ARDMORE | ||||||||
| P O BOX 249 | ARDMORE | OK | 73402 | N/A | GOVERNMENT AGENCY | 2023 CHIGGER CHASE | $3,000 | |
| ARDMORE CHAMBER OF COMMERCE | ||||||||
| P O BOX 1585 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | FOL DRIVE THRU TREADMILL TRAINER | $600 | |
| ARDMORE CHAMBER OF COMMERCE | ||||||||
| P O BOX 1585 | ARDMORE | OK | 73402 | N/A | PUBLIC CHARITY | HEALTHCARE INVESTMENT LEVEL SUPPORTER | $300 | |
| THE COALITION FOR PHYSICIAN WELL-BEING | ||||||||
| 900 HOPE WAY | ALTAMONTE SPRINGS | FL | 32714 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $6,200 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||||||
| 11400 TOMAHAWK CREEK PKWY SUIRE 440 | LEAWOOD | KS | 66211 | N/A | PUBLIC CHARITY | AAFP FOUNDATION | $5,000 | |
| OBESITY MEDICINE ASSOCIATION | ||||||||
| 7173 SOUTH HAVANA ST SUITE 600 | CENTENNIAL | CO | 80112 | N/A | PUBLIC CHARITY | 2023 SPONSORSHIP | $3,500 | |
| AMERICAN COLLEGE OF LIFESTYLE MEDICINE | ||||||||
| P O BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC CHARITY | LM2023 PLATINUM SPONSORSHIP | $9,600 | |
| FQHC | ||||||||
| 7501 WISONSIN AVE SUITE 1100W | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | CONFERENCE SPONSORSHIP | $2,830 | |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION | ||||||||
| 11400 TOMAHAWK CREEK PKWY SUITE 440 | LEAWOOD | KS | 66211 | N/A | PUBLIC CHARITY | PARTNER PROGRAM CONTRIBUTION | $10,000 | |
| HEALTH ENHANCEMENT RESEARCH ORGANIZATION (HERO) | ||||||||
| P O BOX 860732 | MINNEAPOLIS | MN | 55486 | N/A | PUBLIC CHARITY | HERO FORUM SPONSORSHIP | $6,000 | |
| 4ROOTS | ||||||||
| 1918 W PRINCETON ST | ORLANDO | FL | 32804 | N/A | PUBLIC CHARITY | SPRING SWAG BAG SPONSORSHIP | $2,500 | |
| RIDE FOR FOOD | ||||||||
| P O BOX 1055 | DEDHAM | MA | 02027 | N/A | PUBLIC CHARITY | RIDE FOR FOOD SPONSORSHIP | $2,159 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE SUITE 1200 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | OPERATIONAL SUPPORT | $4,100 | |
| OBESITY MEDICINE ASSOCIATION | ||||||||
| 7173 SOUTH HAVANA ST SUITE 600 | CENTENNIAL | CO | 80112 | N/A | PUBLIC CHARITY | FALL 2023 CONFERENCE SPONSORSHIP | $5,000 | |
| MEDITERRANEAN DIET ROUNDTABLE | ||||||||
| 36 KILSYTH ROAD | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | MEDITERRANEAN DIET ROUNDTABLE | $575 | |
| CULINARY MEDICINE SPECIALIST BOARD | ||||||||
| 1350 BEVERLY ST SUITE 115 | MCLEAN | VA | 22101 | N/A | PUBLIC CHARITY | HEALTH MEETS FOOD CONFERENCE SPONSORSHIP | $5,000 | |
| COALITION FOR PHYSICIAN WELL BEING | ||||||||
| 900 HOPE WAY | ALTAMONTE SPRINGS | FL | 32714 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,323,619 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,459 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,804 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,047,728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,774,568 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,484 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOCATION OF PARTNERSHIP INVESTMENT INCOME | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,573 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,201,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,573 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,944,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,484 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,974,325 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | A MAJOR EXEMPT PURPOSE OF ARDMORE INSTITUTE OF HEALTH IS TO PROMOTE AND ADVOCATE HEALTHY LIFESTYLE CHOICES TO REDUCE AND PREVENT CHRONIC DISEASES IN THE GENERAL PUBLIC. FULL PLATE LIVING PROVIDES AN ONLINE WEIGHT LOSS PROGRAM AND A DIABETES PROGRAM TO CONSUMERS AND EMPLOYER GROUPS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT FEES | CategoryTxt |
| Amt | $119,539 | Amt |
| Net Investment Income | $29,885 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $89,654 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| TREADMILL CYBEX | 2013-10-01 | $5,150 | $5,150 | SL | 5.000000000000 | $0 | $0 | $0 | |
| FLOOD LIGHT/CAMERAS/LENS | 2012-10-01 | $9,467 | $9,467 | SL | 3.000000000000 | $0 | $0 | $0 | |
| 1 APPLE LAPTOP (MICHELLE J.) | 2019-12-01 | $3,407 | $3,407 | SL | 3.000000000000 | $0 | $0 | $0 | |
| OK - SECTION 21, 80 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST | 1993-12-14 | $2,150 | L | $0 | $0 | $0 | 0.000000000000 | ||
| OK - SECTION 28, 177.55 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST | 1993-12-14 | $3,362 | L | $0 | $0 | $0 | 0.000000000000 | ||
| OK - SECTION 29, 77.3 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST | 1993-12-14 | $1,567 | L | $0 | $0 | $0 | 0.000000000000 | ||
| OK - SECTION 8, 10 ACRES. TOWNSHIP 3 SOUTH, RANGE 2 WEST | 1993-10-19 | $490 | L | $0 | $0 | $0 | 0.000000000000 | ||
| JEFFERSON COUNTY - 3S-4W SECTION 25 | 1993-11-01 | $925 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 9, BEING SOUTH 80 AC. OF W/2 | 1993-11-07 | $1,360 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 14, 76 AC. OUT OF WEST PART OF NORTH | 1993-11-07 | $4,080 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 25, THE EAST 182 AC. OF SEC. 25 | 1993-11-01 | $3,094 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 15, THE WEST 106 AC. OF SEC. 15 | 1993-11-01 | $2,720 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 17, SOUTH 40 AC. OF NE/4 | 1993-11-01 | $680 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 24, SOUTH 160 ACRES OF SEC. 24 | 1993-11-01 | $2,720 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 26, 499 AC. OF SURFACE INTEREST ONLY | 1993-11-01 | $8,483 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 4, 80 ACRES OF SURFACE | 1993-11-01 | $1,360 | L | $0 | $0 | $0 | 0.000000000000 | ||
| TX - SEC. 6, 60 ACRES OUT OF NE | 1993-11-07 | $1,020 | L | $0 | $0 | $0 | 0.000000000000 | ||
| AV SYSTEM | 2022-03-01 | $8,239 | $1,373 | SL | 5.000000000000 | $1,645 | $0 | $1,645 | |
| MACBOOK PRO - AMY | 2022-01-17 | $4,708 | $1,439 | SL | 3.000000000000 | $1,569 | $0 | $1,569 | |
| MACBOOK PRO - PAUL | 2022-01-17 | $4,600 | $1,406 | SL | 3.000000000000 | $1,533 | $0 | $1,533 | |
| OK - SECTION 35. 160 ACRES. TOWNSHIP 2 RANGE 3W | 1993-12-14 | $2,986 | L | $0 | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES & PARTNERSHIP INTERESTS | StockNm |
| EOY Book Value | $93,306,925 | EOYBookValueAmt |
| EOYFMV | $93,306,925 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FLOOD LIGHT/CAMERAS/LENS | $9,467 | $9,467 | $0 |
| 1 APPLE LAPTOP (MICHELLE J.) | $3,407 | $3,407 | $0 |
| OK - SECTION 8, 10 ACRES. TOWNSHIP 3 SOUTH, RANGE 2 WEST | $490 | $0 | $490 |
| TX - SEC. 9, BEING SOUTH 80 AC. OF W/2 | $1,360 | $0 | $1,360 |
| TX - SEC. 14, 76 AC. OUT OF WEST PART OF NORTH | $4,080 | $0 | $4,080 |
| TX - SEC. 25, THE EAST 182 AC. OF SEC. 25 | $3,094 | $0 | $3,094 |
| TX - SEC. 15, THE WEST 106 AC. OF SEC. 15 | $2,720 | $0 | $2,720 |
| TX - SEC. 17, SOUTH 40 AC. OF NE/4 | $680 | $0 | $680 |
| TX - SEC. 24, SOUTH 160 ACRES OF SEC. 24 | $2,720 | $0 | $2,720 |
| TX - SEC. 26, 499 AC. OF SURFACE INTEREST ONLY | $8,483 | $0 | $8,483 |
| TX - SEC. 4, 80 ACRES OF SURFACE | $1,360 | $0 | $1,360 |
| TX - SEC. 6, 60 ACRES OUT OF NE | $1,020 | $0 | $1,020 |
| MACBOOK PRO - AMY | $4,708 | $3,008 | $1,700 |
| MACBOOK PRO - PAUL | $4,600 | $2,939 | $1,661 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $172,503 | LegalFeesAmt |
| Net Investment Income | $162,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,373 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OIL AND GAS INTERESTS | $5,915,881 | $4,772,473 | $5,807,093 |
| RENT DEPOSIT | $1,500 | $1,500 | $1,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOARD MEETINGS | $117,176 | $8,801 | $0 | $108,375 |
| PROMOTIONS | $69,057 | $380 | $0 | $68,677 |
| EQUIPMENT LEASE | $4,820 | $1,267 | $0 | $3,553 |
| SUPPLIES | $28,335 | $2,560 | $0 | $25,775 |
| NETWORK AND SOFTWARE | $20,706 | $2,386 | $0 | $18,320 |
| SMALL EQUIPMENT PURCHASES | $13,486 | $3,222 | $0 | $10,264 |
| DUES AND SUBSCRIPTIONS | $38,672 | $920 | $0 | $37,752 |
| UNRELATED BUSINESS TAX | -$6,052 | $0 | $0 | $0 |
| FPL SALES | $0 | $0 | $0 | -$8,411 |
| ACCRUED EXPENSES ADJUSTMENT | $0 | $12,986 | $0 | $51,944 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET OIL AND GAS ROYALTY INCOME | $4,046,822 | $4,046,822 | |
| OTHER INCOME | $906 | $906 | |
| ALLOCATION OF PARTNERSHIP INVESTMENT INCOME | -$1,179,718 | -$1,201,291 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $5,989,320 |
| PARTNERSHIP INCOME BOOK/TAX DIFFERENCE | $1,730,278 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER SERVICES | $191,060 | $1,095 | $0 | $189,965 |
| PROFESSIONAL CONSULTANTS | $110,858 | $52,912 | $0 | $57,946 |
| MANAGEMENT FEES | $183,556 | $183,556 | $0 | $0 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp (2 entries)
| CategoryCategoryTxt | Gross SalesGrossSalesAmt | NetNetAmt |
|---|---|---|
| FULL PLATE LIVING SALES, NET OF REBATES & RETURNS | $8,411 | $8,411 |
| OTHER SALES | $73 | $73 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $58,091 | $58,091 | $0 | $0 |
| EXCISE TAX | $138,737 | $0 | $0 | $0 |
| PAYROLL TAXES | $71,909 | $17,097 | $0 | $54,812 |