CITY OF MUSKOGEE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CITY OF MUSKOGEE FOUNDATION (EIN 26-3057250)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-19
- IRS object ID
- 201943539349301624
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-19T17:01:48-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731331618 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTON & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NW 63RD ST STE 100 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263057250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MUSKOGEE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CITY | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON ROAD 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731312001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY GADEN | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2019-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R BRADY | PreparerPersonNm |
| PTIN | P01228402 | PTIN |
| Phone | 4058487313 | PhoneNum |
| Preparation | 2019-12-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.182.79.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-19 | IPDt |
| IP Tm | 17:01:48 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 688F8C6B580F5CFAE14EAB32AA163D10BC9AA263 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B8F39B814E002FE3D8791520AB9538398F819F10 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EARNIE GILDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON ROAD 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731312001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,422,634 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CITYOFMUSKOGEEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE A REAL DIFFERENCE IN MUSKOGEE BY EFFECTIVELY DEVELOPING, SUPPORTING, PROMOTING AND IMPROVING PROGRAMS AND FACILITIES RELATING TO EDUCATION, ARTS, CULTURE, COMMUNITY REVITALIZATION AND BEAUTIFICATION, SOCIAL SERVICES, HEALTH CARE, ECONOMIC DEVELOPMENT, INFRASTRUCTURE, HOUSING AND RECREATION FOR THE CITY OF MUSKOGEE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,453,767 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,610,711 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,453,773 | PYTotalRevenueAmt |
| CY Total Revenue | $4,610,711 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,221,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,357,389 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $748,044 | PYOtherExpensesAmt |
| CY Other Expenses | -$55,174 | CYOtherExpensesAmt |
| PY Total Expenses | $5,969,989 | PYTotalExpensesAmt |
| CY Total Expenses | $22,302,215 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,483,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$17,691,504 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $139,364,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,844,585 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,859,315 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,602,125 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,505,296 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $104,242,460 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION PROVIDES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS RELATED TO ECONOMIC DEVELOPMENT, HEALTH AND WELLNESS, EDUCATION AND EMPOWERMENT, AND QUALITY FOR LIFE WHICH MEET THE MISSION CRITERIA OF THE FOUNDATION. THE GRANTS ARE USED FOR PROGRAMS AS WELL AS PURCHASES OF MUCH NEEDED ASSETS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $21,327,077 | ExpenseAmt |
| Grant | $22,357,389 | GrantAmt |
| Desc | TO MAKE A REAL DIFFERENCE BY EFFECTIVELY DEVELOPING, PROMOTING AND IMPROVING PROGRAMS AND FACILITIES RELATING TO EDUCATION, ARTS, CULTURE, COMMUNITY REVITALIZATION AND BEAUTIFICATION, SOCIAL SERVICES, HEALTH CARE, ECONOMIC DEVELOPMENT, INFRASTRUCTURE, HOUSING AND RECREATION FOR THE CITY OF MUSKOGEE. | Desc |
| Total Program Service Expenses | $21,327,077 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRIE SCHROEDER | PersonNm |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON ROAD 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731312001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| EARNIE GILDER | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY GADEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY PARKER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PERLINE BOYATTIA | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TAMMY TOOMBS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANEY BOYDSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAIME STOUT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN BARTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES GULLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON GEORGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH BIGLOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRI STOUTERMIRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FOUNDATION MANAGEMENT INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON RD STE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERV | ServicesDesc |
| Compensation | $420,230 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,550,487 | TotalRevenueColumnAmt |
| Exclusion | $3,550,487 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,872,147 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,811,923 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,060,224 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,060,224 | TotalRevenueColumnAmt |
| Exclusion | $1,060,224 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,610,711 | TotalRevenueColumnAmt |
| Exclusion | $4,610,711 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,357,389 | TotalAmt |
| Program Services | $22,357,389 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,050 | TotalAmt |
| Management And General | $11,050 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,496 | TotalAmt |
| Management And General | $484,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750 | TotalAmt |
| Program Services | $1,750 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,486 | TotalAmt |
| Management And General | $473,486 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,106 | TotalAmt |
| Management And General | $6,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BANK FEES | $402 | $402 |
| GRANT EXP REDUCTIONS | -$1,032,464 | -$1,032,464 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,302,215 | TotalAmt |
| Program Services | $21,327,077 | ProgramServicesAmt |
| Management And General | $975,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,525 | BOYAmt |
| EOY | $2,351,504 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,451 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,417,032 | BOYAmt |
| EOY | $9,735,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,036 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,698,603 | BOYAmt |
| EOY | $129,757,249 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,364,611 | BOYAmt |
| EOY | $141,844,585 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,993 | BOYAmt |
| EOY | $474,573 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,946,774 | BOYAmt |
| EOY | $27,742,926 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,441,548 | BOYAmt |
| EOY | $9,384,626 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,859,315 | BOYAmt |
| EOY | $37,602,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,505,296 | BOYAmt |
| EOY | $104,242,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,505,296 | BOYAmt |
| EOY | $104,242,460 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,364,611 | BOYAmt |
| EOY | $141,844,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$17,691,504 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,428,668 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MUSKOGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736005340 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $16,781,400 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $16,781,400 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS REVIEW GRANT REQUEST AND DECIDE WHICH ORGANIZATIONS RECEIVE THE GRANTS. AS MENTIONED IN THE MISSION, THE FOUNDATION'S GOAL IS TO MAKE A DIFFERENCE BY DEVELOPING, SUPPORTING, PROMOTING AND IMPROVING PROGRAMS AND FACILITIES RELATING TO EDUCATION, ARTS, CULTURE, COMMUNITY REVITALIZATION AND BEAUTIFICATION, SOCIAL SERVICES, HEALTH CARE, ECONOMIC DEVELOPMENT, INFRASTRUCTURE, HOUSING AND RECREATION FOR THE CITY OF MUSKOGEE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,036 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,036 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $9,039,379 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,428,668 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,428,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,610,711 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,610,711 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,302,215 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $22,302,215 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $22,302,215 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MUSKOGEE ALUMNI BAND | |||||||||
| PO BOX 2819 | MUSKOGEE | OK | 74402 | 730782327 | X | $40,000 | BAND INSTRUMENTS | ||
| MUSKOGEE PUBLIC LIBRARY | |||||||||
| 814 W OKMULGEE | MUSKOGEE | OK | 74401 | 730793974 | GOV | $8,720 | '19 LEARN CREATE SHR | ||
| MUSKOGEE PUBLIC SCHOOLS | |||||||||
| 202 W BROADWAY | MUSKOGEE | OK | 74401 | 731325400 | GOV | $120,000 | SUMMER PRIDE | ||
| NONPROFIT RESOURCE CENTER | |||||||||
| 207 N 2ND ST | MUSKOGEE | OK | 74401 | 731600003 | X | $100,000 | COMMUNITY TREASURES | ||
| ST PAUL UNITED METHODIST CHURCH | |||||||||
| 2130 W OKMULGEE | MUSKOGEE | OK | 74401 | 730617470 | X | $16,000 | PROJ TRANSFORMATION | ||
| CITY OF MUSKOGEE PARKS & RECREATION | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $18,000 | YOUTH VOLUNTEER CORP | ||
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 NW 122ND ST STE D | OKLAHOMA CITY | OK | 73120 | 731396320 | X | $293,760 | SCHLARSHIPS | ||
| MUSKOGEE CITY-COUNTY PORT AUTHORITY | |||||||||
| PO BOX 2819 | MUSKOGEE | OK | 74402 | 730782327 | GOV | $635,000 | INDUSTRIAL PROJECT | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $1,200,000 | VA NURSG HOME RELOCA | ||
| NEIGHBORS BUILDING NEIGHBORS | |||||||||
| 207 N 2ND ST | MUSKOGEE | OK | 74401 | 731600003 | X | $25,000 | NONPROFIT RESRC DEV | ||
| MUSKOGEE ALUMNI BAND | |||||||||
| PO BOX 2278 | MUSKOGEE | OK | 74402 | 881037662 | X | $29,500 | BAND PRIDE | ||
| MUSKOGEE PUBLIC SCHOOLS | |||||||||
| 202 W BROADWAY | MUSKOGEE | OK | 74401 | 736069062 | GOV | $250,000 | EVERY HEART | ||
| NEIGHBORS BUILDING NEIGHBORS | |||||||||
| 207 N 2ND ST | MUSKOGEE | OK | 74401 | 731600003 | X | $30,000 | PROGRAM MANAGER | ||
| COURT APPOINTED SPECIAL ADVOCATES | |||||||||
| PO BOX 1274 | MUSKOGEE | OK | 74402 | 731497371 | X | $80,000 | OPERATIONS | ||
| SAC NUTRITION | |||||||||
| PO BOX 888 | SALLISAW | OK | 74955 | 730957955 | X | $150,000 | MEALS ON THE GO | ||
| KIDS' SPACE MUSKOGEE CO CHILD | |||||||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | 731424859 | X | $32,000 | ABUSE PREVENTION PGM | ADVOCACY CTR | |
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $260,400 | POLICE DEPT BODY CAM | ||
| VOLUNTEERS OF AMERICA OKLA | |||||||||
| 9605 E 61ST ST | TULSA | OK | 74133 | 131692595 | X | $20,000 | PAYEE SERVICES | ||
| FOSTERING HOPE | |||||||||
| 917 W BROADWAY ANNEX | MUSKOGEE | OK | 74401 | 731600003 | X | $27,509 | OPERATIONS | ||
| MUSKOGEE CITYCOUNTY 911 TR AUTH | |||||||||
| PO BOX 1911 | MUSKOGEE | OK | 74402 | 264835931 | GOV | $3,000,000 | MATCH USDOT | ||
| NEIGHBORS BUILDING NEIGHBORS | |||||||||
| 207 N 2ND ST | MUSKOGEE | OK | 74401 | 731600003 | X | $350,000 | DREAM TEAM PROGRAM | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $12,000,000 | STREET PROJECT MATCH | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $78,000 | ADULT/JUV OFFEND SER | ||
| KIDS' SPACE MUSKOGEE CO | |||||||||
| PO BOX 277 | MUSKOGEE | OK | 74402 | 731424859 | X | $45,000 | TRAUMA FOCUSED | ||
| MUSKOGEE COMMUNITY FOOD PANTRY | |||||||||
| 600 E OKMULGEE ST | MUSKOGEE | OK | 74403 | 472301421 | X | $6,500 | KEEPING GREEN COOL | C/O FIRST UNITED METHODIST CHURCH | |
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $125,000 | FIRESTATION 3 | 9 | |
| MUSKOGEE STEAM CENTER | |||||||||
| 4704 HOWARD ST | MUSKOGEE | OK | 74401 | 731437770 | X | $10,000 | PLANNING GRANT | ||
| HILLDALE PUBLIC SCHOOL | |||||||||
| 313 E PEAK BLVD | MUSKOGEE | OK | 74403 | 731037746 | GOV | $12,000 | LEGO SUMMER CAMP | ||
| HILLDALE PUBLIC SCHOOL | |||||||||
| 313 E PEAK BLVD | MUSKOGEE | OK | 74403 | 731037746 | GOV | $90,000 | PROJ BASED SCIENCE | ||
| GIRL SCOUTS OF EASTERN OK | |||||||||
| 4810 S 129TH EAST AVE | TULSA | OK | 74134 | 730579240 | X | $15,000 | COMM DEV PROGRAM | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $2,000,000 | HATBOX RENOVATION | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $100,000 | COMMUNITY INTERVENTI | ||
| CITY OF MUSKOGEE | |||||||||
| PO BOX 1927 | MUSKOGEE | OK | 74402 | 736005340 | GOV | $1,000,000 | HOUSING REHAB PRG | ||
| KELLY B TODD | |||||||||
| PO BOX 2643 | MUSKOGEE | OK | 74402 | 510163643 | X | $35,000 | THERAPY SUPPORT PGM | ||
| THE BARRACKS FOUNDATION | |||||||||
| 4717 W OKMULGEE AVE | MUSKOGEE | OK | 74401 | 821960669 | X | $25,000 | BARRACKS FD PROJECT | ||
| PARKS & RECREATION YOUTH CENTER | |||||||||
| 837 E OKMULGEE | MUSKOGEE | OK | 74403 | 736005340 | GOV | $130,000 | MUSKOGEE TEEN CTR | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT MONITORING IS HANDS-ON BY THE SUB-COMMITTEES OF THE BOARD. THESE SUB-COMMITTEES INCLUDE HEALTH AND WELLNESS, QUALITY OF LIFE, EDUCATION AND EMPOWERMENT, AND ECONOMIC DEVELOPMENT. SUB-COMMITTEE MEMBERS VISIT GRANT SITE LOCATIONS TO DETERMINE DEMONSTRABLE RESULTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION PROVIDES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS RELATED TO ECONOMIC DEVELOPMENT, HEALTH AND WELLNESS, EDUCATION AND EMPOWERMENT, AND QUALITY FOR LIFE WHICH MEET THE MISSION CRITERIA OF THE FOUNDATION. THE GRANTS ARE USED FOR PROGRAMS AS WELL AS PURCHASES OF MUCH NEEDED ASSETS. |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE ORGANIZATION ENTERED INTO A MANAGMENT AGREEMENT WITH THE COMMUNITIES FOUNDATION OF OKLAHOMA TO OVERSEE INVESTMENT AND OTHER ACTIVITIES RELATED TO THE ORGANIZATION AS WELL AS ASSISTING IN THE GRANT PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS REVIEW FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |