2024-05-15T09:52:03-05:00 2023-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990PF 2022-07-01 731427611 Thomas N Lynn Institute for Healthcare Research Inc THOM 4056023939 3555 NW 58th 800 Oklahoma City OK 731125550 Stephen Petty President/CEO 4056023939 2024-05-15 1 Stephen Petty 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 18007645 X 164866 401272 401272 401272 0 0 238176 0 238176 804314 401272 639448 341539 0 0 341539 225068 0 0 190440 89761 0 0 89761 9184 0 0 9184 100180 0 57068 43112 40581 0 0 40581 1212 0 0 13662 0 11894 1768 297233 0 169214 125972 1118420 0 238176 842357 9000 9000 1127420 0 238176 851357 -323106 401272 401272 137436 7166 7166 90808 30000 90808 90808 18131397 20662271 17908000 124403 122732 2883 1671 1671 18301716 20761916 18007645 57534 94209 35000 5000 1550644 1796401 1643178 1895610 X 16658538 18860171 6135 16658538 18866306 18301716 20761916 16658538 -323106 2530874 18866306 0 18866306 5578 0 5578 0 5578 30000 0 0 0 30000 298 24124 24124 0 0 0 0 0 0 0 0 0 0 0 0 1 OK 1 1 0 1 0 1 N/A Stephen Petty 4056023939 3555 NW 58th St Suite 800 Oklahoma City OK 73112 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 Stephen Petty 3555 NW 58th Oklahoma City OK 731125550 President & CEO 40.00 201380 39788 0 Jeaneen Pointer 3555 NW 58th Oklahoma City OK 731125550 Chief Strategy Officer/VP Marketing 40.00 140159 26735 0 Wade Brawley 3555 NW 58th Oklahoma City OK 731125550 Board Chair 2.00 0 0 0 Marc Edwards 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Cheryl Pennington 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Leslie Kendrick 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Norman Condreay 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Steven Buck 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Elizabeth Dalton 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Robert Foreman 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Valerie McMurry 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Leslie Lynn 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Jerry Tubb 3555 NW 58th Oklahoma City OK 731125550 Director(thru 5/2023) 2.00 0 0 0 Besty Guthrie-Brunsteter 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Kersey Winfree 3555 NW 58th Oklahoma City OK 731125550 Director 2.00 0 0 0 Steve Hanes 3555 NW 58th Oklahoma City OK 731125550 Director of Publicat 40.00 62745 18055 0 Yanet Trejo 3555 NW 58th Oklahoma City OK 731125550 Director of Communit 40.00 72604 6659 0 0 Chan Hellman 4925 S Narcissus Broken Arrow OK 74011 consulting & training services 57150 0 See attachments 148844 See attachments 89306 See attachments 297688 See attachments 59538 0 0 163627 17908000 18071627 0 0 18071627 271074 17800553 890028 X 851357 0 851357 2023-11-28 X 401272 0 0 0 401272 341081 0 0 0 341081 851357 0 0 0 851357 9000 0 0 0 9000 842357 0 0 0 842357 0 0 593352 0 0 0 593352 0 0 0 0 X Neighborhood Alliance of OKC Inc 1236 NW 36th Street Oklahoma City OK 73118 None PC Funding for neighborhood project 5000 University of Oklahoma 1000 Asp Avenue Room 208 Norman OK 73019 None GOV Scholarship 3000 Langston University PO Box 668 Langston OK 73050 None GOV Scholarship 1000 9000 0 Program Revenue 900099 238176 18 401272 0 401272 238176 639448 1 The organization works to measurably improve the health 1 of the communities they serve by providing health and nutrition 1 classes, health screenings, and food distribution. The income in 1 column (E) is service income collected from providing these services. 0 0 0 0 0 0 0 0 0 0 X X 1 Mo Anderson Trust 9 Treemont Dr Austin TX 78746 10000 X 2 Kersey Winfree 308 NW 41st Street Oklahoma City OK 73102 5000 X 3 Wade Brawley 1647 Camden Way Nichols Hills OK 73116 6000 X 4 Health Care Service Corporation 300 East Randoph Chicago IL 60601 35000 X 5 Crossings Community Clinic 10255 N Pennsylvania Ave Oklahoma City OK 73120 30000 X 6 Robert Foreman 3504 Cheyenne Dr Edmond OK 73120 5000 X 7 Hank and Susan Binkowski 12601 Dutch Forest Lane Edmond OK 73013 5000 X 8 Karen Waddell 2377 London Lane Bartlesville OK 74006 6000 X 9 Barbara and David Green 12414 S Riverview Rd Oklahoma City OK 73173 5000 X 10 Because We Care Philanthropy Inc 1024 E Britton Rd Ste 200 Oklahoma City OK 73131 5000 X Accounting Fees 9184 0 0 9184 Apple Computer 2018-11-25 1844 1844 SL 3.000000000000 0 0 0 Liquidfish - application development 2019-07-01 117348 117348 SL 3.000000000000 0 0 0 3NINES (phone & internet hardware) 2020-02-01 3940 1904 SL 5.000000000000 788 0 0 Laptop 2021-06-07 1271 424 SL 3.000000000000 424 0 0 Excess Business Holdings Form 990-PF, Part VI-B, line 3a The Foundation meets the exception to the excess business holding rules under Section 4943(g). The foundation meets the ownership requirement by holding 100% of the voting stock, all profits of the business enterprise are distributed to the foundation no later than 120 days after the close of the taxable year and the business enterprise is operated independently form the private foundation. Form 990-PF, Part VI-B, line 5(a)(3) The Foundation made grants to indivdiuals during the current tax year that were not part of an approved scholarship program. However, the Foundation is in its first year of filing form 990-PF as a prior publicly supported organization. Under Reg 1.170A-9(f)(4)(vii)(B), the Foundation is only treated as a private foundation for purposes of the excise tax under 4940. As such, this is not treated as a taxable expenditure. Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 1 On the Road to Health is a 10-week health and nutrition class held in at risk communities across the metropolitan area for residents who have limited access to health resources and who have issues with prediabetes, diabetes, obesity, etc.We had more than 100 participants in our classes, with each receiving free groceries and healthy recipes at each class, free health screenings, education/consultations with our Dietitian, Exercise Physiologist, and Science of Hope experts. Participants also received follow up education classes and health screenings throughout the year.Participants were also invited to additional Lynn Institute educational lunches, health and wellness activities and family-centered events including, but not limited to, Science4U event, Zoofit, Step Together Walking Clubs, Science of Hope training events, and community food distributions. The families of each participant were also positively affected by the improvement of participant's health, health education resources provided, educating the participant on healthy eating, and cooking as well as getting active at any fitness level.On the Road has documented improvement in participants health through pre/post health screenings and follow up calls and events up to one year after the class is completed. Many saw weight loss, reduced A1C levels, decreased blood pressure cholesterol and improvement in overall fitness and well-being. Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 2 The Lynn Institute Hope Strategies division was implemented in FY23 and is dedicated to sharing the Science of Hope with community and civic organizations, neighborhoods, nonprofits, neighborhoods, and our partner agencies. Hope offers a simple framework, which enjoys a common definition and a robust body of evidence lending itself to the development of easy-to-use intervention modalities to help trauma survivors. The founder of the Science of Hope, Dr. Chan Hellman, has published several studies showing how childhood adversity and trauma can reduce our capacity to hope (rumination, insecure attachments, PTSD, anxiety). Hellman and his colleagues have also published numerous studies showing that hope can be nurtured and restored through simple strategies. This research is the foundation of the larger Hope Centered and Trauma Informed curriculum we are using to train human service organizations, school districts, law enforcement agencies, judges, and other officers of the courts, etc. across several US states and internationally.Science of Hope training classes were offered throughout the year including a variety of additional educational resources, food distribution and health fairs for participants. The past year included 917 participants trained in the Science of Hope.Science of Hope is also presented in at risk, vulnerable communities, including OSU OKC/Centers for Social Innovation, which provides life skills education variety of young adult and older students who were formerly incarcerated, recovering, from substance abuse, high school dropouts, etc. The Science of Hope is instrumental in teaching individuals the tenets of hope including how the focus is given to the two components of pathways thinking and agency thinking. Pathways thinking refers to the ability to identify strategies or plans on how to achieve one's goals. The hopeful person can identify multiple pathways to the desired goal and effectively conceive alternative pathways or solutions to potential barriers. Agency thinking refers to the mental energy we deploy toward our goal pursuits. The hopeful person has the agency to self-regulate their thoughts, behaviors, and emotions when selecting and pursuing their desired goals. Positive expectations regarding the pursuit of desired goals become the essence of hope. (Hellman, Gwinn, 2017) Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 3 The mission of the Lynn Institute for Healthcare Research, Inc. is to create and sustain healthy, hopeful communities across Oklahoma. Over the last 4 years we have increased our scope of work from just focusing on health research, through our lifestyle summaries of targeted zip codes in areas of high need and at-risk communities, to implementing a variety of programs, services, and resources to address the negative social determinants of health that are plaguing our communities. Lynn does this on our own and with local stakeholders and partners to share resources and make positive impacts in the most vulnerable of communities and populations, including minority communities with limited access to nutritious food, fresh fruits and vegetables, safety, and appropriate shelter as well as access to quality health services.Our scope of work in FY 23 included, but is not limited to, providing:*60,557 pounds of food, including fresh fruits and vegetables.*112 Food Distribution events.*More than 10,000 families served throughout the year.* Women's health events and education attended by more than 200 women.*Men's health events through the Lynn Institute PCORI (Patient Centered Outcomes Research Institute) grant attended by 165.* An increase of 614% in attendance at Lynn Lunch & Learn health and wellness community lectures.*Approximately 80 men and stakeholders in the NE OKC community committed to assisting the Lynn Institute in improving health education and other negative social determinants as part of our PCORI grant. Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 4 The Lynn Institute Community Garden at Chesapeake.The Chesapeake Garden was established in April 2010 and was designed to enable employees to tap into the physical, mental, emotional, and spiritual benefits that gardening provides. More than 725 employees participated in the garden for one or more seasons tending the 65 raised bed plots. Despite the difficulties that accompany the oil industry, Chesapeake has kept the garden intact but has been unable to dedicate the human or financial capital needed to sustain the beauty and crop production that once existed.A valued collaborative member noticed the garden, On the Road to Health instructor, and master gardener who pursued more information about the space. Through contact with Chesapeake, it was determined that while the garden still existed, it had not been maintained in more than onetwo years. It was through this contact that Chesapeake heard about the Lynn Institute's work and spirit of collaboration and Lynn found out about the garden and it's potential.Upon learning of the Lynn Institute's programs and work, mission and values, Chesapeake felt our organization was perfectly aligned with the original intent of the garden. In fact, some of the goals and values listed in the original documents of the garden planning included phrases like:*team and community building,* family-oriented activities,* educational opportunities,* food access for those who need it,* promotion of growth and recovery for those coming out of addiction, and inspiring and empowering for adults and children.Additionally, the Chesapeake Garden offers a way to tie together every initiative that Lynn works on including parks and gardens, new educational opportunities and experiences, health and wellness programs, community outreach, resource access and hope. Current areas that would immediately benefit from this project would certainly include Northeast Oklahoma City and zip code 73114 in north Oklahoma City. However, the beauty of the project is that more vulnerable and underserved areas could be included in activities.The partnership with Chesapeake offers:*an innovative approach to pursue greater collaboration and funding with partners,* increase access to healthy nutrition and food,*broaden our reach in serving underserved populations with community outreach,*provide expanded no-cost health education and wellness-driven programs to residents in the areas Lynn serves,*engage children and youth in learning and community services opportunities,*introduce senior adults to fitness and gardening programs,*offer an encouraging growth and recovery opportunity to youth and adults moving out of addiction and poor life choices,*new avenues of funding and revenue streams for audiences who pay for classes, event participation, fitness offerings, etc., and,* further position Lynn Institute as an innovative community builder in Oklahoma.The Hope Strategies, a Division of the Lynn Institute, facilitates a juvenile justice program called CREW (Character, Responsibility, Entrepreneurship, and Well-Being). CREW meets weekly to provide an opportunity for juvenile offenders to fulfill their court-ordered community engagement requirements by serving in the Lynn Institute's community garden. Hope Strategies works alongside these students, nurturing Hope and creating avenues for connection and change. Enrichment activities are provided each week and guest speakers frequently come to share their stories with the students. CREW members do not just fulfill justice requirements, they leave the program with healthier life goals and a better sense of self.To date, approximately 150 students have participated in this program, with the potential to increase the number of classes and activities as the behavioral outcomes continue to increase and recidivism decreases. Investment in subsidiary - LHSI AT COST 20662271 17908000 Apple Computer 1844 1844 0 0 Liquidfish - application development 117348 117348 0 0 3NINES (phone & internet hardware) 3940 2692 1248 1248 Laptop 1271 848 423 423 Insurance 350 0 0 350 Bank Fees 1980 0 0 1980 Advertising 38029 0 0 38029 Postage 708 0 0 708 Program Supplies 154122 0 154122 0 Office Supplies 8591 0 2864 5727 Business Meals 4610 0 1537 3073 Office Expenses 27947 0 9316 18631 Books, dues & Subscriptions 5101 0 1375 3726 Fundraising 37170 0 0 37170 Other(individual grants) 6000 0 0 6000 Miscellaneous 12625 0 0 10578 Program Revenue 238176 238176 Change In Investment - LHSI 2530874 Loan from related party - LHSI 1550644 1796401 Consulting 100180 0 57068 43112 Payroll Taxes 40581 0 0 40581