2024-05-06T17:12:37-05:00 2023-06-30 480573184 REGIER CARR & MONROE LLP 4200 E SKELLY DRIVE SUITE 560 TULSA OK 74135 990 2022-07-01 731260595 OKLAHOMA FOUNDATION FOR EXCELLENCE OKLA 4052360006 5530 N WESTERN AVE SUITE 100 OKLAHOMA CITY OK 73118 MATT TRENTHAM TREASURER 4052360006 2024-05-02 1 MATT TRENTHAM 999009999 1 KENNETH L THOMPSON CPA P00138460 9182715400 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATT TRENTHAM 2101537 0 X WWW.OFE.ORG X 1996 OK TO RECOGNIZE AND ENCOURAGE ACADEMIC EXCELLENCE IN OKLAHOMA'S PUBLIC SCHOOLS. 155 155 5 0 0 0 504684 465796 38931 41341 437658 428039 1077 493 982350 935669 148000 203555 0 0 337465 350486 0 0 122213 489699 361113 975164 915154 7186 20515 8286945 8657333 1990 15209 8284955 8642124 X THE MISSION OF THE FOUNDATION IS TO ENCOURAGE AND RECOGNIZE ACADEMIC EXCELLENCE IN OKLAHOMA'S PUBLIC SCHOOLS. IN ACCORDANCE WITH THIS MISSION, THE FOUNDATION IS CREATED TO RECOGNIZE AND ENCOURAGE EXCELLENCE IN TEACHING AND SCHOLARSHIP IN THE STATE OF OKLAHOMA, TO NURTURE AND SUPPORT A FAVORABLE CLIMATE IN THE STATE OF OKLAHOMA FOR THE TEACHING PROFESSION AND FOR THE ATTAINMENT OF EXCELLENCE BY STUDENTS, AND TO FOSTER AND ENCOURAGE THE DEVELOPMENT OF LOCAL EDUCATION FOUNDATIONS IN OKLAHOMA COMMUNITIES. 0 0 515079 177000 24516 ACADEMIC AWARDS PROGRAM - ENCOMPASSES TWO INITIATIVES: 1) ACADEMIC ALL-STATE AWARDS - CASH AWARDS TO 100 ACADEMIC ALL-STATE SCHOLARS SELECTED FROM OKLAHOMA'S PUBLIC HIGH SCHOOL GRADUATING SENIORS. 2) MEDAL FOR EXCELLENCE - CASH AWARDS TO EACH OF FIVE CATEGORIES INCLUDING ONE TEACHER AT EACH ELEMENTARY, SECONDARY, REGIONAL UNIVERSITY/COMMUNITY COLLEGE AND RESEARCH UNIVERSITY LEVELS AND ONE PUBLIC SCHOOL ADMINISTRATOR. 57428 4055 THE OKLAHOMA SCHOOL FOUNDATIONS NETWORK PROVIDES ON-CALL SUPPORT, TRAINING, AND NETWORKING OPPORTUNITIES FOR OKLAHOMA SCHOOL FOUNDATION LEADERS AND VOLUNTEERS. IN ADDITION, THE PROGRAM ANNUALLY PRESENTS OUTSTANDING PROGRAM AWARDS RECOGNIZING SUCCESSFUL PROGRAMS SPONSORED OR ADMINISTRATED BY PUBLIC SCHOOL FOUNDATIONS. 32089 22500 THE BOREN MENTORING INITIATIVE PROVIDES START-UP GRANTS FOR NEW AND DEVELOPING MENTORING PROGRAMS AND OPPORTUNITY GRANTS ARE AWARDED TO SUPPORT STRATEGIC NEEDS OF K-12 MENTORING ORGANIZATIONS IN OKLAHOMA. 39864 16825 COLONIAL WILLIAMSBURG TEACHER INSTITUTE - SELECT OKLAHOMA FIFTH AND EIGHTH GRADE TEACHERS TO ATTEND THE COLONIAL WILLIAMSBURG TEACHER INSTITUTE EACH SUMMER IN THE RESTORED CAPITAL CITY OF 18TH CENTURY VIRGINIA. 25555 TEACHER PROFESSIONAL DEVELOPMENT - PRE-K THROUGH 12TH GRADE TEACHERES HAVE THE OPPORTUNITY TO PURSUE SELF-DESIGNED PROFESSIONAL LEARNING THROUGH A FUND FOR TEACHERS FELLOWSHIP. 65419 16825 670015 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 106 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 155 155 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OK X THE ORGANIZATION 4052360006 5530 N WESTERN AVE SUITE 100 OKLAHOMA CITY OK 73118 DAVID L BOREN CHAIRMAN 0.00 X X 0 0 0 ANDREW J MORRIS PRESIDENT 5.00 X X 0 0 0 LEE ANN DEARMAN PRESIDENT- ELECT 5.00 X X 0 0 0 DEANNE DUTTON HUGHES TREASURER 4.00 X X 0 0 0 GOV BILL ANOATUBBY TRUSTEE 0.00 X 0 0 0 JAMI RHOADES ANTONISSE TRUSTEE 2.00 X 0 0 0 RUBEN ARAGON TRUSTEE 0.00 X 0 0 0 JARI ASKINS TRUSTEE 0.00 X 0 0 0 LEAH M BARBY TRUSTEE 0.00 X 0 0 0 HOWARD G BARNETT JR TRUSTEE 0.00 X 0 0 0 DANIEL V BARNEY II TRUSTEE 0.00 X 0 0 0 JAN BARRICK TRUSTEE 0.00 X 0 0 0 CLAUDIA H BARTLETT TRUSTEE 0.00 X 0 0 0 SHARON M BARTLETT TRUSTEE 0.00 X 0 0 0 JULIE E BATES TRUSTEE 0.00 X 0 0 0 BRUCE T BENBROOK TRUSTEE 0.00 X 0 0 0 LOYD BENSON TRUSTEE 0.00 X 0 0 0 MIKE BLAKE TRUSTEE 0.00 X 0 0 0 KEVIN BLAYLOCK TRUSTEE 0.00 X 0 0 0 GAIL BLISS TRUSTEE 0.00 X 0 0 0 DAN BOREN TRUSTEE 0.00 X 0 0 0 MOLLY SHI BOREN TRUSTEE 0.00 X 0 0 0 MONTIE R BOX TRUSTEE 0.00 X 0 0 0 MIKE BOYNTON TRUSTEE 0.00 X 0 0 0 BARBARA M BRAUGHT TRUSTEE 0.00 X 0 0 0 LARRY BRIGGS TRUSTEE 0.00 X 0 0 0 DIANA D BROWN TRUSTEE 0.00 X 0 0 0 BOB BURKE TRUSTEE 1.00 X 0 0 0 ALETHA BURRAGE TRUSTEE 0.00 X 0 0 0 SEAN BURRAGE TRUSTEE 0.00 X 0 0 0 KEN BUSBY TRUSTEE 0.00 X 0 0 0 STEPHEN G BUTLER TRUSTEE 2.00 X 0 0 0 JAMES CALVERT TRUSTEE 0.00 X 0 0 0 WILLIAM M CAMERON TRUSTEE 0.00 X 0 0 0 BEVERLY CARTER TRUSTEE 0.00 X 0 0 0 CHIP CARTER TRUSTEE 0.00 X 0 0 0 ANNIE CHANG TRUSTEE 0.00 X 0 0 0 DR RICK COBB TRUSTEE 0.00 X 0 0 0 DIANE EASON CONTRERAS TRUSTEE 0.00 X 0 0 0 FRANK V COOPER TRUSTEE 0.00 X 0 0 0 G BRIDGER COX TRUSTEE 0.00 X 0 0 0 DR J BRIDGER COX TRUSTEE 0.00 X 0 0 0 KYDEN CREEKPAUM TRUSTEE 2.00 X 0 0 0 DR JANET CUNNINGHAM TRUSTEE 0.00 X 0 0 0 KYLE DAHLEM TRUSTEE 1.00 X 0 0 0 JENNY DAKIL TRUSTEE 0.00 X 0 0 0 TERRY DAVIDSON TRUSTEE 0.00 X 0 0 0 DR JENNIFER DENNIS TRUSTEE 0.00 X 0 0 0 NANCE DIAMOND TRUSTEE 0.00 X 0 0 0 KIM BROCK DOWNING TRUSTEE 0.00 X 0 0 0 LINDA DOWNING TRUSTEE 0.00 X 0 0 0 JANET T DRUMMOND TRUSTEE 0.00 X 0 0 0 VANESSA DRUMMOND TRUSTEE 1.00 X 0 0 0 MIKE EPPS TRUSTEE 0.00 X 0 0 0 ED FITE TRUSTEE 0.00 X 0 0 0 KYLE A FRANKFURT TRUSTEE 0.00 X 0 0 0 DAN GILBERT TRUSTEE 0.00 X 0 0 0 DR LYNDA J GIPSON TRUSTEE 0.00 X 0 0 0 CASEY GILLIAM TRUSTEE 0.00 X 0 0 0 MELVIN R GILLIAM TRUSTEE 0.00 X 0 0 0 ANIL V GOLLAHALLI TRUSTEE 0.00 X 0 0 0 JOHN B GORTON TRUSTEE 0.00 X 0 0 0 NANCY J GRIGSBY TRUSTEE 0.00 X 0 0 0 CHARLES R HALL TRUSTEE 0.00 X 0 0 0 DR NANCY K HALL TRUSTEE 0.00 X 0 0 0 JOHN R HARGRAVE TRUSTEE 0.00 X 0 0 0 MORGAN HARRIS TRUSTEE 1.00 X 0 0 0 CARRIE HEADINGTON TRUSTEE 0.00 X 0 0 0 JEAN HENDRICKSON TRUSTEE 0.00 X 0 0 0 KAREN HENSON TRUSTEE 0.00 X 0 0 0 DR BILL H HILL TRUSTEE 0.00 X 0 0 0 STEPHEN B HOLTON TRUSTEE 0.00 X 0 0 0 JAMES K HOWARD TRUSTEE 0.00 X 0 0 0 CHRISTA HUGHES TRUSTEE 0.00 X 0 0 0 DOW R HUGHES TRUSTEE 0.00 X 0 0 0 DR SONJA J HUGHES TRUSTEE 0.00 X 0 0 0 MARY M JENKINS TRUSTEE 0.00 X 0 0 0 BETH JOHNSON TRUSTEE 0.00 X 0 0 0 DR GLEN D JOHNSON JR TRUSTEE 0.00 X 0 0 0 PAIGE L JOHNSON TRUSTEE 0.00 X 0 0 0 CHARLOTTE A JONES TRUSTEE 1.00 X 0 0 0 SHERREL A JONES TRUSTEE 0.00 X 0 0 0 FAROOQ S KARIM TRUSTEE 0.00 X 0 0 0 DR DAVID C KENDRICK TRUSTEE 0.00 X 0 0 0 JOHN KENNEDY TRUSTEE 0.00 X 0 0 0 DR REBECCA JM KENNEDY TRUSTEE 0.00 X 0 0 0 DARIN KENT TRUSTEE 0.00 X 0 0 0 WILLIAM G KERR TRUSTEE 0.00 X 0 0 0 DR JASON F KIRKSEY TRUSTEE 0.00 X 0 0 0 JUDY Z KISHNER TRUSTEE 0.00 X 0 0 0 SHELLY LAMBERTZ TRUSTEE 0.00 X 0 0 0 NANCY L LEONARD TRUSTEE 0.00 X 0 0 0 JENNIFER LOREN TRUSTEE 0.00 X 0 0 0 SHERYL LOVELADY TRUSTEE 0.00 X 0 0 0 W CARLISLE MABREY III TRUSTEE 0.00 X 0 0 0 BERT H MACKIE TRUSTEE 0.00 X 0 0 0 JAN MCCLAREN TRUSTEE 3.00 X 0 0 0 NOBLE MCINTYRE TRUSTEE 1.00 X 0 0 0 PATTI MELLOW TRUSTEE 0.00 X 0 0 0 MARY FRANCES MICHAELIS TRUSTEE 0.00 X 0 0 0 KEN MILLER TRUSTEE 0.00 X 0 0 0 DR ROBYN R MILLER TRUSTEE 0.00 X 0 0 0 GRACIE MONTGOMERY TRUSTEE 0.00 X 0 0 0 MELVIN R MORAN TRUSTEE 0.00 X 0 0 0 JERROD MURR TRUSTEE 0.00 X 0 0 0 MICHELLE NABORS TRUSTEE 0.00 X 0 0 0 LINDA K NEAL TRUSTEE 0.00 X 0 0 0 POLLY NICHOLS TRUSTEE 0.00 X 0 0 0 CHARLES L OPPENHEIM TRUSTEE 0.00 X 0 0 0 MARTIE OYLER TRUSTEE 0.00 X 0 0 0 SUSAN PADDACK TRUSTEE 0.00 X 0 0 0 MARION PADEN TRUSTEE 0.00 X 0 0 0 LESLIE PARIS TRUSTEE 1.00 X 0 0 0 JOSEPH L PARKER JR TRUSTEE 0.00 X 0 0 0 EARLENE PARR TRUSTEE 0.00 X 0 0 0 DAVID POSTIC TRUSTEE 0.00 X 0 0 0 PHILLIP REID TRUSTEE 0.00 X 0 0 0 CATHRYN RENDER TRUSTEE 0.00 X 0 0 0 LANA REYNOLDS TRUSTEE 0.00 X 0 0 0 LISA ROBERTSON TRUSTEE 0.00 X 0 0 0 LIZ ROBERTSON TRUSTEE 0.00 X 0 0 0 FRANK C ROBSON TRUSTEE 0.00 X 0 0 0 LINDA R RODGERS TRUSTEE 0.00 X 0 0 0 SUE ANN RODGERS TRUSTEE 0.00 X 0 0 0 DAYNA ROWE TRUSTEE 1.00 X 0 0 0 DR STEWART RYAN TRUSTEE 0.00 X 0 0 0 STUART SANDER TRUSTEE 0.00 X 0 0 0 NEIL P SCHEMMER TRUSTEE 0.00 X 0 0 0 BRIAN E SHIPP TRUSTEE 0.00 X 0 0 0 PATRICIA SHOLAR TRUSTEE 1.00 X 0 0 0 DR JOE SIANO TRUSTEE 1.00 X 0 0 0 CORINNE SIMON TRUSTEE 0.00 X 0 0 0 SUZANNE SIMON TRUSTEE 0.00 X 0 0 0 LINDA AMMONS STARLING TRUSTEE 0.00 X 0 0 0 D CRAIG STORY TRUSTEE 0.00 X 0 0 0 BARBARA D STURDIVANT TRUSTEE 0.00 X 0 0 0 CLAUDIA SWISHER TRUSTEE 1.00 X 0 0 0 CLIFTON L TAULBERT TRUSTEE 0.00 X 0 0 0 DR CAROLYN A TAYLOR TRUSTEE 0.00 X 0 0 0 ARTHUR H THOMPSON TRUSTEE 0.00 X 0 0 0 SCOTT THOMPSON TRUSTEE 1.00 X 0 0 0 SUZANNE THOMPSON TRUSTEE 0.00 X 0 0 0 SUSAN I THURMOND TRUSTEE 3.00 X 0 0 0 MATT TRENTHAM TRUSTEE 0.00 X 0 0 0 KATHRYN TURNER TRUSTEE 0.00 X 0 0 0 EMILY VIRGIN TRUSTEE 0.00 X 0 0 0 JOHN WALDRON TRUSTEE 1.00 X 0 0 0 SANDY WERNER TRUSTEE 0.00 X 0 0 0 DR ALYSON WILLIS TRUSTEE 0.00 X 0 0 0 DR PEGGY J WISDOM TRUSTEE 0.00 X 0 0 0 EMILY C WOOD TRUSTEE 0.00 X 0 0 0 BETTY JC WRIGHT TRUSTEE 1.00 X 0 0 0 ERIKA WRIGHT TRUSTEE 0.00 X 0 0 0 TONY ZAHN TRUSTEE 0.00 X 0 0 0 KATHY ZERVAS TRUSTEE 0.00 X 0 0 0 ELIZABETH INBODY EXECUTIVE DIRECTOR 40.00 X 108289 0 2164 108289 0 2164 1 0 0 0 0 465796 10401 465796 AWARDS PROGRAM 611710 24516 24516 COLONIAL WILLIAMSBURG FEES 561000 16825 16825 41341 178690 178690 1415217 1165868 249349 249349 249349 OTHER 900099 493 493 493 935669 41834 0 428039 203555 203555 113498 53344 14755 45399 188934 115584 33854 39496 25186 15363 4535 5288 22868 12416 3842 6610 27444 27444 2078 2078 26850 15490 3916 7444 44693 27255 8055 9383 23376 6038 17338 4043 2467 727 849 4986 3041 898 1047 PROGRAM EVENT EXPENSES 180843 180438 405 PUBLIC RELATIONS/MARKET 17184 12052 1666 3466 MISCELLANEOUS 8806 8550 199 57 EQUIPMENT 6111 3727 1101 1283 14699 8617 4191 1891 915154 670015 122926 122213 415743 370970 10235 15808 215 9690 6469 43715 41824 5934 1891 7845343 8249854 0 12126 8286945 8657333 1990 3068 0 12141 1990 15209 X 7367009 6678573 917946 1963551 8284955 8642124 8286945 8657333 20515 336654 0 X X 0 1 X 1 0 X 720250 590228 570359 504684 465796 2851317 720250 590228 570359 504684 465796 2851317 342627 2508690 162619 154329 123752 154571 178690 773961 3625278 0.69200 0.71430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7701667 659728 341589 8019806 9020376 -1017705 301004 7701667 7453229 1895490 328343 9020376 7306451 297593 150815 7453229 7103918 396707 353324 7147301 0.78553 0.21447 1 0 43715 41824 1891 1891 LEASE LIABILITIES 12141 12141 X 1272323 336654 336654 935669 0 935669 915154 0 915154 0 915154 PART X, LINE 2: THE FOUNDATION EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE FOUNDATION'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF JUNE 30, 2022, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE JUNE 30, 2018, ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. 0 MEDAL FOR EXCELLENCE AWARDS 5 25000 ACADEMIC ALL-STATE AWARDS 100 150000 DAY FOUNDATION AWARD 1 2000 LOCAL SCHOOL FOUNDATION AWARDS 3 4055 MENTORING GRANTS 13 22500 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JULIE E. BATES AND DAVID POSTIC ARE MOTHER AND SON. BOARD MEMBERS MIKE BLAKE AND ANDREW J. MORRIS ARE SHAREHOLDERS IN MCAFEE & TAFT LAW FIRM. BOARD MEMBERS DAVID L. AND MOLLY SHI BOREN ARE HUSBAND AND WIFE. BOARD MEMBER DAVID BOREN IS THE FATHER OF BOARD MEMBERS DAN BOREN AND CARRIE HEADINGTON. BOARD MEMBERS MIKE BOYNTON JR. AND JASON F. KIRKSEY ARE KEY EMPLOYEES AT OKLAHOMA STATE UNIVERSITY. BOARD MEMBERS ALETHA BURRAGE AND SEAN BURRAGE ARE MOTHER AND SON. BOARD MEMBERS BEVERLY R. CARTER AND CHIP CARTER ARE MOTHER AND SON. BOARD MEMBERS G. BRIDGER COX AND J. BRIDGER COX ARE FATHER AND SON. BOARD MEMBER JANET DRUMMOND IS THE MOTHER-IN-LAW OF BOARD MEMBER VANESSA DRUMMOND. BOARD MEMBERS DEANNE DUTTON HUGHES AND DOW HUGHES ARE HUSBAND AND WIFE. BOARD MEMBERS MARY FRANCES MICHAELIS AND BARBARA M. BRAUGHT ARE MOTHER AND DAUGHTER. BOARD MEMBER KEN MILLER IS THE BROTHER-IN-LAW OF BOARD MEMBER ROBYN MILLER. BOARD MEMBER LIZ ROBERTSON IS THE MOTHER-IN-LAW OF BOARD MEMBER LISA ROBERTSON. BOARD MEMBER LINDA R. RODGERS AND EXECUTIVE DIRECTOR ELIZABETH INBODY ARE MOTHER AND DAUGHTER. BOARD MEMBERS LINDA R.ROGERS AND SUE ANN RODGERS ARE MARRIED TO BROTHERS WILLIAM W. AND JAMES R. RODGERS. BOARD MEMBER SUZANNE SIMON IS THE MOTHER-IN-LAW OF BOARD MEMBER CORINNE SIMON. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREVIEWED BY THE TREASURER AND ANY QUESTIONS ARE DISCUSSED WITH THE OUTSIDE ACCOUNTING FIRM. IT IS THEN PRESENTED BY THE TREASURER TO THE MANAGEMENT COMMITTEE FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C WE SEND OUR CONFLICT OF INTEREST POLICY TO OUR NEW TRUSTEES EACH YEAR AND TO NEW SELECTION COMMITTEE MEMBERS. WE ALSO INCLUDE IT IN OUR BOARD MEMBER PACKETS AT THE ANNUAL MEETING. IN ADDITION, THE POLICY IS ACKNOWLEDGED AND ACCEPTED BY OUR VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15 AS PART OF THE MANAGEMENT COMMITTEE'S ANNUAL MEETING THAT INCLUDES APPROVAL OF THE BUDGET FOR THE YEAR, THE MEETING INCLUDES A DISCUSSION, WITHOUT THE PRESENCE OF THE EXECUTIVE DIRECTOR OR STAFF, TO EVALUTE STAFF PERFORMANCE PER SET GUIDELINES AND GOALS AS WELL AS ASSOCIATED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 OUR BY-LAWS, WHISTLEBLOWER POLICY,AND CONFLICT-OF-INTEREST POLICY ARE POSTED ON OUR WEBSITE UNDER GOVERNANCE DOCUMENTS. FINANCIAL STATEMENTS, INCLUDING THE EXTERNAL AUDITORS OPINION ARE POSTED UNDER FINANCIAL LINKS. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED.