2025-09-03T10:50:11-05:00 2024-06-30 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2023-07-01 736109395 DEAN MCGEE EYE INSTITUTE DEAN 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 GARYL GEIST EVP/COO 4052716688 2025-08-28 1 0 JULIE BOYER P01278549 2187275025 2025-08-28 2023 2025-03-06 01:10:19Z X GARYL GEIST 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 57365664 0 X WWW.DMEI.ORG X 1973 OK MEDICAL CARE, MEDICAL EDUCATION AND RESEARCH 16 14 472 5 0 0 5412398 4638471 60266229 52663050 26570 18792 46996 45351 65752193 57365664 0 0 0 0 36920370 35821302 0 0 0 30439440 30393030 67359810 66214332 -1607617 -8848668 50617136 55367813 12059414 25658759 38557722 29709054 THE DEAN MCGEE EYE INSTITUTE IS DEDICATED TO SERVING ALL OKLAHOMANS AND THE GLOBAL COMMUNITY THROUGH EXCELLENCE AND LEADERSHIP IN PATIENT CARE, EDUCATION AND VISION RESEARCH. 0 0 48534612 51918647 PROVIDED EYE CARE IN OVER 181,761 PATIENT VISITS AND PROVIDED INDIGENT CARE IN EXCESS OF $949,200 156724 PROVIDED VIVARIUM, PATHOLOGY, AND MICROSCOPY LABORATORY SERVICES TO NATIONAL INSTITUTE OF HEALTH (NIH) FUNDED PRINCIPAL INVESTIGATORS 48534612 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 47 0 1 472 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X CHRIS MOSLANDER 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 X GARYL G GEIST EVP/COO 60.00 0.50 X X 270247 0 34127 MICHAEL SIATKOWSKI MD CEO 60.00 0.00 X X 131000 0 9600 DAVID E RAINBOLT CHAIRMAN 0.50 0.05 X X 0 0 0 JAMES R TOLBERT III CHAIRMAN EMERITUS 0.05 0.00 X X 0 0 0 MICHAEL JOSEPH SECRETARY 0.05 0.00 X X 0 0 0 JOHN BOZALIS MD TRUSTEE 0.05 0.00 X 0 0 0 MICHAEL CAWLEY TRUSTEE 0.05 0.05 X 0 0 0 TRICIA EVEREST TRUSTEE 0.05 0.00 X 0 0 0 CHRIS FLEMING TRUSTEE 0.05 0.50 X 0 0 0 ANDRIA HEAFY TRUSTEE 0.05 0.00 X 0 0 0 SHELLY LAMBERTZ TRUSTEE 0.05 0.00 X 0 0 0 J LARRY NICHOLS TRUSTEE 0.05 0.00 X 0 0 0 JUDY GOFORTH PARKER PHD RN TRUSTEE 0.05 0.00 X 0 0 0 GARY E RASKOB PHD TRUSTEE 0.50 0.00 X 0 0 0 JEFF RECORDS TRUSTEE 0.05 0.00 X 0 0 0 GREGORY SKUTA TRUSTEE 10.00 0.00 X 0 0 0 GEORGE RAINEY WILLIAMS JR TRUSTEE 0.05 0.50 X 0 0 0 KIMBERLY HOWARD VP FINANCE, CFO (UNTIL 8/16/2024) 50.00 10.00 X 181317 0 18848 MARK WYCKOFF CIO, VP MED INFO/TECH 50.00 0.00 X 178901 0 25105 VINAY SHAH OPHTHALMOLOGIST (MD) 40.00 0.00 X 1459379 0 51820 DAVID JACKSON OPHTHALMOLOGIST (MD) 40.00 0.00 X 669374 0 52674 MAHMOUD KHAIMI OPHTHALMOLOGIST (MD) 40.00 0.00 X 604728 0 49625 RAZEK COUSSA OPHTHALMOLOGIST 40.00 0.00 X 878440 0 22196 JEREMY TAN OPHTHALMOLOGIST 40.00 0.00 X 641524 0 35685 5014910 0 299680 41 0 1 0 0 4609671 28800 1961426 4638471 PATIENT CARE 900099 51758713 51758713 AFFILIATED CONTR. 900099 732989 732989 RESEARCH CONTRACTS 900099 156724 156724 MEDICAL RECORDS 900099 14624 14624 52663050 12992 12992 45351 0 45351 45351 45351 5800 0 5800 5800 5800 57365664 52663050 0 64143 863924 863924 239884 239884 29108378 23241426 5866952 3627767 2902547 725220 1981349 1585262 396087 58830 20059 38771 106733 106733 3232895 379074 2853821 182334 2768 179566 1112443 278111 834332 2449739 747306 1702433 236668 236668 48233 48233 217237 118010 99227 3545627 3545627 505964 144807 361157 DRUGS AND MEDICATIONS 8321951 8321951 MED. LAB & OP. SUPPLIES 6277922 5988308 289614 MAINTENANCE AND REPAIR 1848527 1168347 680180 IMPLANTS 1410538 1410538 837389 837389 66214332 48534612 17679720 0 X 250492 1650059 1459812 1979 7645467 9911539 2259737 2269247 584246 513914 90231665 53354559 35977627 36877106 805613 690526 1634142 3453443 50617136 55367813 10392556 17382065 27207 30687 93639 4562696 1546012 3683311 12059414 25658759 X 38557722 29709054 38557722 29709054 50617136 55367813 X -8848668 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 245958 245958 57194051 28325829 28868222 6498310 4329470 2168840 26293346 20699260 5594086 36877106 ROU ASSET 3453443 3453443 LEASE LIABILITY 3683311 3683311 X PART X, LINE 2: ACCOUNTING FOR UNCERTAIN TAX POSITIONS: UNCERTAIN TAX POSITIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH 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, 2024 AND 2023, MANAGEMENT EVALUATED THEIR TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. X X X 0 0 0 0 0 0 0 0 0 VINAY SHAH OPHTHALMOLOGIST (MD) 1458689 0 0 0 690 0 9900 0 41920 0 1511199 0 0 0 RAZEK COUSSA OPHTHALMOLOGIST 878206 0 0 0 234 0 9900 0 12296 0 900636 0 0 0 DAVID JACKSON OPHTHALMOLOGIST (MD) 668972 0 0 0 402 0 9900 0 42774 0 722048 0 0 0 JEREMY TAN OPHTHALMOLOGIST 641290 0 0 0 234 0 9900 0 25785 0 677209 0 0 0 MAHMOUD KHAIMI OPHTHALMOLOGIST (MD) 604278 0 0 0 450 0 9900 0 39725 0 654353 0 0 0 GARYL G GEIST EVP/COO 269307 0 250 0 690 0 8398 0 25729 0 304374 0 0 0 MARK WYCKOFF CIO, VP MED INFO/TECH 163430 0 15250 0 221 0 5482 0 19623 0 204006 0 0 0 KIMBERLY HOWARD VP FINANCE, CFO (UNTIL 8/16/2024) 179261 0 250 0 1806 0 5552 0 13296 0 200165 0 0 0 RHEA SIATKOWSKI SEE PART V 239884 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: RHEA SIATKOWSKI(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF BOARD MEMBER MICHAEL SIATKOWSKI(D) DESCRIPTION OF TRANSACTION: EMPLOYMENT X FF&E 1 1961426 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS RAINEY WILLIAMS, DAVID RAINBOLT, MICHAEL JOSEPH, AND JEFF RECORDS HAVE A BUSINESS RELATIONSHIP. 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 B, LINE 15 SALARIES ARE APPROVED UPON REVIEW BY THE CEO AND COO; THE CHAIRMAN OF THE BOARD IS CONSULTED WHEN DETERMINING CEO AND COO COMPENSATION. BENCHMARKS SUCH AS AAMC AND MGMA'S SALARY REPORTS ARE CONSULTED AS WELL AS EXTERNAL RECRUITMENT FIRMS ETC. FORM 990, PART VI, SECTION C, LINE 19 A 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 990 IS ALSO AVAILABLE ONLINE FROM SOURCES SUCH AS GUIDESTAR. FORM 990, PART VII, SECTION A ACCORDING TO DEAN MCGEE EYE INSTITUTE'S BYLAWS THE CHAIR OF THE DEPARTMENT OF OPHTHALMOLOGY OF THE UNIVERSITY OF OKLAHOMA COLLEGE OF MEDICINE (THE UNIVERSITY) SERVES AS THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. THE SALARY EXPENSES REFLECTED ON FORM 990, PARTS VII AND IX INCLUDE AMOUNTS REIMBURSED TO THE UNIVERSITY FOR SERVICES PROVIDED BY THIS INDIVIDUAL IN THEIR CAPACITY AS CEO OF DEAN MCGEE EYE INSTITUTE. FORM 990, SCHEDULE D, PART X AND XIII FORM 990 HAS BEEN AMENDED FOLLOWING THE COMPLETION OF THE FINANCIAL AUDIT. SCHEDULE D, PART X AND XIII HAVE BEEN UPDATED TO INCLUDE THE FOOTNOTE FOR UNCERTAIN TAX POSITIONS UNDER FASB ASC 740. FORM 990, PART XII, LINE 2C FORM 990 HAS BEEN AMENDED FOLLOWING THE COMPLETION OF THE FINANCIAL AUDIT. FORM 990, PART XII, LINE 2C HAS BEEN UPDATED TO "YES AND "BOTH CONSOLIDATED AND SEPARATE BASIS" FORM 990, SCHEDULE D, PART XI AND XII FORM 990 HAS BEEN AMENDED FOLLOWING THE COMPLETION OF THE FINANCIAL AUDIT. SCHEDULE D, PART XI AND XII HAVE BEEN UPDATED WITH VALUES FROM THE COMPLETED AUDIT. FORM 990, PART IV, LINE 12A AND 12B FORM 990 HAS BEEN AMENDED FOLLOWING THE COMPLETION OF THE FINANCIAL AUDIT. FORM 990, PART IV, LINE 12A AND 12B HAVE BEEN UPDATED TO "YES" REFLECTING THE COMPLEITION OF THE AUDIT. MCGEE EYE SURGERY CENTER LLC 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 621600425 SURGERY OK -393256 2311004 DEAN MCGEE EYE INSTITUTE STEPHENSON LASER CENTER 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 731495692 MEDICAL OK -553773 -1664331 DEAN MCGEE EYE INSTITUTE DEAN MCGEE EYE INSTITUTE FOUNDATION 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 731396478 FUNDRAISING AND ENDOWMENT MANAGEMENT OK 501(C)(3) LINE 12A, I DMEI 1 MCGEE MANAGEMENT SERVICES INC 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 731505479 MANAGEMENT SERVICES OK DEAN MCGEE EYE INSTITUTE C -420 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 DEAN MCGEE EYE INSTITUTE FOUNDATION C 4609671 FMV