2024-12-16T17:42:53-05:00 2023-12-31 814498561 BROWN CHISM & THOMPSON PLLC 2720 N HEMLOCK CT STE B BROKEN ARROW OK 740121194 990 2023-01-01 731317935 OKLAHOMA AQUARIUM FOUNDATION OKLA 9182963474 PO BOX 1443 JENKS OK 740371443 SHAWN ORTH TREASURER 9188081799 2024-12-13 true false JEFF P CHISM CPA P00439428 9182588888 2024-12-13 2023 2024-10-15 13:58:12Z CAROLINA MORRIS 500500 false X X 1988 OK TO EDUCATE AND INSPIRE CONSERVATION OF OUR AQUATIC WORLD THROUGH INTERACTIVE DISCOVERY 21 21 0 250 0 115450 366275 176339 0 -40806 32454 76358 250983 475087 0 0 0 0 0 206827 416172 206827 416172 44156 58915 904573 966323 0 904573 966323 X THE MISSION OF THE OKLAHOMA AQUARIUM FOUNDATION IS TO SUPPORT THE OPERATIONS, EDUCATIONAL PROGRAMS, STRATEGIC GROWTH AND SUSTAINABILITY OF THE JENKS AQUARIUM AUTHORITY (A POLITICAL SUBDIVISION OF THE CITY OF JENKS, OKLAHOMA). THE AQUARIUM IS DEDICATED TO FOSTERING KNOWLEDGE, APPRECIATION AND CONSERVATION OF AQUATIC LIFE AND ENVIRONMENTS, AND WELCOMES MORE THAN 400,000 VISITORS ANNUALLY, PROVIDING AN ECONOMIC BENEFIT IN ADDITION TO SERVING AS AN EDUCATIONAL RESOURCE. THE PURPOSES AND OBJECTIVES OF THE FOUNDATION SHALL BE TO DEVELOP, MANAGE, OPERATE AND/OR SERVE AS AN AFFILIATED BOARD OF DIRECTORS FOR PUBLIC AQUARIUMS, WHICH WILL ALSO SERVE AS NATURAL HISTORY MUSEUMS, NATURE AND WILDLIFE INTERPRETIVE AND REHABILITATION CENTERS, SANCTUARIES, REFUGES, PROPOGATION CENTERS FOR PLANT AND ANIMAL SPECIES, HOUSE PUBLIC OR PRIVATE AGENCIES OF A SIMILAR PURPOSE, AND AS SCIENCE CENTERS. false false 269828 ONGOING FUNDRAISING TO SUPPORT THE EXHIBITS OF THE OKLAHOMA AQUARIUM THROUGH CONSTRUCTION, MAINTENANCE, AND FINANICAL SUPPORT THROUGH SPLASH AND OTHER AQUARIUM PROGRAMS. 90751 61244 THE FISH FRIEND EDUCATION FUND ELIMINATES THE FINANCIAL BARRIERS TO EXPERIENTIAL LEARNING BY AWARDING SCHOLARSHIPS FOR FIELD TRIPS FOR UNDERSERVED SCHOOL GROUPS. 360579 true true false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false 0 0 0 false false false false false false false false false false false false false false X 21 21 false false false false false false false true true false false true true true true false false false false false OK OKLAHOMA AQUARIUM FOUNDATION 9182963474 PO BOX 1443 JENKS OK 74037 X CAROLINA MORRIS PRESIDENT 1.00 X X 0 0 0 TODD BLACKBURN VICE PRESIDE 1.00 X X 0 0 0 KEITH RICHARDSON SECRETARY 1.00 X X 0 0 0 SHAWN ORTH TREASURER 1.00 X X 0 0 0 MATT GRIFFIN BOARD MEMBER 1.00 X 0 0 0 HARVIE ROE BOARD MEMBER 1.00 X 0 0 0 DAVE SHIRLEY BOARD MEMBER 1.00 X 0 0 0 SCOTT BONNALLIE BOARD MEMBER 0.50 X 0 0 0 MATTHEW BOWLER BOARD MEMBER 0.50 X 0 0 0 PETER BROLICK BOARD MEMBER 0.50 X 0 0 0 WILLIAM COLE BOARD MEMBER 0.50 X 0 0 0 ROBERT LEE BOARD MEMBER 0.50 X 0 0 0 RYAN LOGAN BOARD MEMBER 0.50 X 0 0 0 GALEN MARTENS BOARD MEMBER 0.50 X 0 0 0 STEVE MCCLELLAN BOARD MEMBER 0.50 X 0 0 0 JOE MERENDA BOARD MEMBER 0.50 X 0 0 0 KEITH MONTGOMERY BOARD MEMBER 0.50 X 0 0 0 PAUL ROSS BOARD MEMBER 0.50 X 0 0 0 KERRY ROWLAND BOARD MEMBER 0.50 X 0 0 0 JOHN SIELER BOARD MEMBER 0.50 X 0 0 0 DEREK SMITHEE BOARD MEMBER 0.50 X 0 0 0 false false false 366275 366275 32454 32454 101771 25413 76358 76358 475087 32454 76358 40000 40000 1201 1201 8614 8614 1583 1583 OTHER AQUARIUM PROGRAMS 171807 171807 CAPITAL CAMPAIGN 98021 98021 FISH FRIENDS 90751 90751 BANK CHARGES 2469 2469 1726 1726 416172 360579 55593 0 198075 484537 635748 411036 70750 70750 70750 904573 966323 0 0 X 791002 865505 113571 100818 904573 966323 904573 966323 X 58915 2835 X false false X 442093 182269 98033 291789 468046 1482230 442093 182269 98033 291789 468046 1482230 1482230 7583 80442 75184 -40806 32454 154857 101771 101771 1738858 32454 0.85240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70750 70750 70750 SPLASH 101771 101771 25413 101771 101771 25413 25413 76358 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE OKLAHOMA AQUARIUM FOUNDATION IS TO SUPPORT THE OPERATIONS, EDUCATIONAL PROGRAMS, STRATEGIC GROWTH AND SUSTAINABILITY OF THE JENKS AQUARIUM AUTHORITY (A POLITICAL SUBDIVISION OF THE CITY OF JENKS, OKLAHOMA). THE AQUARIUM IS DEDICATED TO FOSTERING KNOWLEDGE, APPRECIATION AND CONSERVATION OF AQUATIC LIFE AND ENVIRONMENTS, AND WELCOMES MORE THAN 400,000 VISITORS ANNUALLY, PROVIDING AN ECONOMIC BENEFIT IN ADDITION TO SERVING AS AN EDUCATIONAL RESOURCE. THE PURPOSES AND OBJECTIVES OF THE FOUNDATION SHALL BE TO DEVELOP, MANAGE, OPERATE AND/OR SERVE AS AN AFFILIATED BOARD OF DIRECTORS FOR PUBLIC AQUARIUMS, WHICH WILL ALSO SERVE AS NATURAL HISTORY MUSEUMS, NATURE AND WILDLIFE INTERPRETIVE AND REHABILITATION CENTERS, SANCTUARIES, REFUGES, PROPOGATION CENTERS FOR PLANT AND ANIMAL SPECIES, HOUSE PUBLIC OR PRIVATE AGENCIES OF A SIMILAR PURPOSE, AND AS SCIENCE CENTERS. FORM 990 PUBLIC AVAILABILITY POLICY THE FOUNDATION'S TAX RETURN AND OTHER POLICIES THAT ARE REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE MADE AVAILABLE UPON REQUEST. ORGANIZATION REVIEW OF 990 THE TREASURER, EXECUTIVE COMMITTEE, AND THE INVESTMENT AND FINANCE COMMITTEE OF THE FOUNDATION REVIEWED THE 990 PRIOR TO FILING WITH THE IRS. CONFLICT OF INTEREST POLICY PROCESS PRIOR TO ENTERING INTO ANY AGREEMENT, THE EXECUTIVE DIRECTOR AND/OR EXECUTIVE COMMITTEE REVIEWS THE DISCLOSED CONFLICTS OF INTEREST TO ENSURE THAT NONE EXIST IN REGARDS TO THE NEW AGREEMENT. IF ONE WERE TO EXIST, THE CONFLICT WOULD BE DISCLOSED TO THE ENTIRE EXECUTIVE COMMITTEE, VOTED ON, AND COMMUNICATED TO THE ENTIRE BOARD OF DIRECTORS. GOVERNANCE, MANAGEMENT, AND DISCLOSURE THE BYLAWS OF THE ORGANIZATION ALLOW FOR MEETINGS AT LEAST ANNUALLY. THE EXECUTIVE COMMITTEE MEETS EVERY OTHER MONTH (THE MONTH BETWEEN BOARD OF DIRECTORS MEETINGS), OR AS NEEDED IF MORE FREQUENT, TO DISCUSS GOVERNANCE AND MANAGEMENT ISSUES. THE MEMBERS OF THE BOARD OF DIRECTORS MEET EVERY OTHER MONTH AND VOTE TO APPROVE THE ACTIONS TAKEN BY THE ORGANIZATION, INCLUDING THE EXECUTIVE COMMITTEE, DURING THE PRIOR TWO MONTH PERIOD, IF NOT APPROVED IN ADVANCE. FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PAGE 6, PART VI, LINE 12C ALL EMPLOYEES ARE UNDER A CONTINUING OBLIGATION TO MAKE FULL DISCLOSURE TO THE PRESIDENT OF ALL SITUATIONS INVOLVING EITHER ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, WHENEVER SUCH SITUATIONS MAY ARISE. IF THE FOUNDATION DETERMINES THAT A CONFLICT OF INTEREST OR APPEARANCE OF SUCH CONFLICT EXISTS, THE EMPLOYEE MAY BE ASKED TO CORRECT OR REMEDY THE SITUATION IMMEDIATELY. DEPENDING ON THE CIRCUMSTANCES, AN EMPLOYEE MAY BE SUBJECT TO DISCIPLINE, UP TO AND INCLUDING TERMINATION, FOR HAVING ENGAGED IN CONDUCT WHICH CONSTITUTES A CONFLICT, OR FOR FAILING TO DISCLOSE PROMPTLY A SITUATION INVOLVING AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9 PY BOOK BALANCE ADJUSTMENT 2,835