2024-05-13T10:38:53-05:00 2023-06-30 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2022-07-01 731396478 DEAN MCGEE EYE INSTITUTE FOUNDATION DEAN 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 KIMBERLY HOWARD VP FINANCE, CFO 4052716688 2024-05-10 1 KIMBERLY HOWARD 999009999 0 KEVIN ENSMINGER P01310558 8167533000 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY HOWARD 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 9134250 0 X WWW.DMEI.ORG X 1992 OK TO SUPPORT/BENEFIT THE DEAN MCGEE EYE INSTITUTE 9 8 4 10 0 0 4807579 2241857 0 0 3045349 1061012 0 22528 7852928 3325397 3172704 5248698 0 0 226213 227531 0 0 553820 385176 399070 3784093 5875299 4068835 -2549902 48617084 48803265 0 0 48617084 48803265 CREATED AND OPERATED TO SUPPORT DEAN MCGEE EYE INSTITUTE IN THE FURTHERANCE OF ITS MISSION. 0 0 5248698 5248698 THE DEAN MCGEE EYE INSTITUTE FOUNDATION'S PURPOSE IS TO SUPPORT THE DEAN MCGEE EYE INSTITUTE BY ENABLING IT TO BE ON THE CUTTING-EDGE OF RESEARCH, PROVIDE WORLD-CLASS PATIENT CARE AND EDUCATE THE NEXT GENERATION OF OPHTHALMOLOGISTS. 5248698 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 OK X KIMBERLY A HOWARD 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 GARYL G GEIST SECRETARY/TREASURER 0.50 60.00 X X 0 271981 33712 CHRIS FLEMING CHAIRMAN 0.50 0.05 X X 0 0 0 GEORGE RAINEY WILLIAMS JR DIRECTOR 0.05 0.50 X 0 0 0 JARI ASKINS DIRECTOR 0.05 0.00 X 0 0 0 MICHAEL A CAWLEY DIRECTOR 0.05 0.05 X 0 0 0 TRENT HARDMAN DIRECTOR 0.05 0.00 X 0 0 0 TERESA JACKSON DIRECTOR (THRU 12/2022) 0.05 0.00 X 0 0 0 KEVIN MOORE DIRECTOR 0.05 0.00 X 0 0 0 MAX MYERS DIRECTOR 0.05 0.00 X 0 0 0 DAVID E RAINBOLT DIRECTOR 0.05 0.50 X 0 0 0 KIM HOWARD VP FINANCE, CFO 10.00 50.00 X 0 176634 18520 0 448615 52232 0 0 1 0 0 2241857 2241857 1144298 1144298 5700000 5783286 -83286 -83286 -83286 48095 25567 22528 22528 3325397 0 0 1083540 5248698 5248698 188905 188905 24725 24725 13901 13901 71647 71647 76672 1134 75538 182494 182494 55066 55066 4349 4349 7849 7849 OTHER 993 993 5875299 5248698 72781 553820 2639748 1290831 1935816 1297714 75 43046796 45224326 994724 990319 48617084 48803265 0 0 X 28375553 26312070 20241531 22491195 48617084 48803265 48617084 48803265 -2549902 2736083 0 X 0 1 X 1 0 X X X 1 DEAN MCGREE EYE INSTITUTE 736109395 3 1 5248698 0 1 5248698 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27584420 1307109 2423535 771225 30543839 26235900 4882254 -2038691 1495043 27584420 21061123 4789876 3464669 3079768 26235900 17570984 3005368 1378061 893290 21061123 15295127 29908 3935781 1689832 17570984 0.34380 0.50550 0.15070 1 0 0 X 6015400 2736083 2736083 3279317 71647 -25567 46080 3325397 5829219 0 5829219 71647 -25567 46080 5875299 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS WHICH ARE MANAGED AND CONTROLLED BY THE FOUNDATION AND WERE ESTABLISHED FOR RESEARCH, EDUCATION, AND OTHER MISSION-RELATED ACTIVITIES. THE FOUNDATION ALSO HAS BOARD-DESIGNATED ENDOWMENT FUNDS WHICH ARE HELD AND MANAGED BY THE FOUNDATION FOR THE PURPOSE OF A MAINTENANCE ENDOWMENT FUND FOR THE BUILDING AND FOR ENDOWED CHAIRS. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. ASC TOPIC 740 REQUIRES THE RECOGNITION OF A LIABILITY FOR TAX POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -25,567. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -25,567. PIANO CONCERT & SILENT AUCTION 48095 48095 19691 82 5794 48095 48095 19691 82 5794 25567 22528 1 DEAN MCGEE EYE INSTITUTE 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 736109395 501(C)(3) 1922498 3326200 FMV FURNITURE, FIXTURES, AND EQUIPMENT FOR INSTITUTE OPERATIONS GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: GRANTS ARE MADE ONLY TO DEAN MCGEE EYE INSTITUTE FOUNDATION'S SUPPORTED ORGANIZATION, DEAN MCGEE EYE INSTITUTE. THESE ENTITIES ARE GOVERNED BY THE SAME OFFICERS WHO ARE ABLE TO MONITOR THE USE OF GRANT FUNDS TO ENSURE FUNDS ARE USED FOR THE INTENDED CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 GARYL G GEIST SECRETARY/TREASURER 0 260791 0 10500 0 690 0 8433 0 25279 0 305693 0 0 KIM HOWARD VP FINANCE, CFO 0 167073 0 8500 0 1061 0 5424 0 13096 0 195154 0 0 PART I, LINE 3 COMPENSATION IS DETERMINED BY A RELATED ORGANIZATION, DEAN MCGEE EYE INSTITUTE, USING THE FOLLOWING METHODS: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART V, LINE 2: THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING TAX YEAR 2022. THE FILING ORGANIZATION'S EMPLOYEES WERE REPORTED ON FORM W-3 BY DEAN MCGEE EYE INSTITUTE (FEIN 73-6109395), A CONTROLLING RELATED ENTITY. SIMILARLY, THE SALARY EXPENSES REFLECTED ON FORM 990, PART IX FOR THIS PERIOD WERE ALL REPORTED ON THE FORM 941, EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF DEAN MCGEE EYE INSTITUTE AND REIMBURSED TO DEAN MCGEE EYE INSTITUTE BY DEAN MCGEE EYE INSTITUTE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 DEAN MCGEE EYE INSTITUTE IS THE SOLE MEMBER OF DEAN MCGEE EYE INSTITUTE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A DEAN MCGEE EYE INSTITUTE HAS AUTHORITY TO SELECT, ELECT, APPOINT, AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS OF DEAN MCGEE EYE INSTITUTE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B DEAN MCGEE EYE INSTITUTE APPROVES CERTAIN TRANSACTIONS FOR THE ORGANIZATION. IT APPROVES SELECTION/REMOVAL OF TRUSTEES; BORROWINGS IN EXCESS OF $500,000; SALE/DISPOSITION OF ALL OR SUBSTANTIAL CORPORATE ASSETS; CONTRACTS WITH TERMS IN EXCESS OF 5 YEARS OR $500,000; SELECTION OF AUDITORS; AMENDMENT OR RESTATEMENT OF CERTIFICATE OF INCORPORATION AND BYLAWS; AND MERGERS, CONSOLIDATIONS, DISSOLUTIONS OR LIQUATION OF CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CFO. THE BOARD OF DIRECTORS RECEIVE A COPY OF THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AT THE BEGINNING OF EACH FISCAL YEAR, AND ANY IDENTIFIED CONFLICTS OF INTEREST ARE SHARED WITH THE BOARD OF DIRECTORS IN A WRITTEN REPORT. INDIVIDUALS WITH A CONFLICT OF INTEREST DO NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THEIR INTEREST. FORM 990, PART VI, SECTION C, LINE 19 A FORM 990 INFORMATION REQUEST POLICY WAS ESTABLISHED WHICH OUTLINES THE PROCESS. RECORDS MAY BE REQUESTED TO BE REVIEWED ON SITE OR COPIED FOR A NOMINAL CHARGE. THE FORM 990 IS ALSO AVAILABLE ONLINE FROM SOURCES SUCH AS GUIDESTAR. DEAN MCGEE EYE INSTITUTE 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 736109395 PATIENT CARE OK 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0