2026-03-30T09:06:47-05:00 2025-06-30 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2024-07-01 731396478 DEAN MCGEE EYE INSTITUTE FOUNDATION DEAN 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 JIM DURBIN PRESIDENT 4052716688 2026-03-26 1 0 JULIE BOYER P01278549 2187275025 2026-03-26 2024 2025-03-06 01:10:19Z JIM DURBIN 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 11749620 0 X WWW.DMEI.ORG X 1992 OK TO SUPPORT/BENEFIT THE DEAN MCGEE EYE INSTITUTE 10 9 4 5 0 0 5307770 2134772 0 0 1940341 5073191 0 0 7248111 7207963 4609671 13615843 0 0 247275 262808 0 0 730221 488806 1891973 5345752 15770624 1902359 -8562661 54044548 45672583 0 0 54044548 45672583 CREATED AND OPERATED TO SUPPORT DEAN MCGEE EYE INSTITUTE IN THE FURTHERANCE OF ITS MISSION. 0 0 14952861 13615843 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. 14952861 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 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 10 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 OK X CHRIS MOSLANDER 4052716688 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 731045014 CHRIS FLEMING CHAIRMAN 0.50 0.05 X X 0 0 0 GARYL G GEIST SECRETARY/TREASURER 5.00 50.00 X X 0 269281 35795 JARI ASKINS DIRECTOR 0.05 0.00 X 0 0 0 MICHAEL A CAWLEY DIRECTOR 0.05 0.05 X 0 0 0 ALI FARZANEH DIRECTOR 0.05 0.00 X 0 0 0 TRENT HARDMAN DIRECTOR (UNTIL 7/22/2024) 0.05 0.00 X 0 0 0 STACY MURRAY DIRECTOR 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 GEORGE RAINEY WILLIAMS JR DIRECTOR (UNTIL 10/9/2024) 0.05 0.50 X 0 0 0 KIMBERLY HOWARD VP FINANCE, CFO (UNTIL 8/16/2024) 10.00 50.00 X 0 170366 17767 CHRIS MOSLANDER CFO / VP OF FINANCE 10.00 50.00 X 0 18140 2254 0 457787 55816 0 0 1 0 0 2134772 2134772 1399613 1399613 8215235 4541657 3673578 3673578 3673578 7207963 0 0 5073191 13615843 13615843 262808 262808 86934 86934 136440 608 135832 242982 242982 67735 67735 11214 11214 8874 8874 RESEARCH 496756 496756 INDIGENT CARE 300000 300000 CHAIRS AND ENDOWMENT 285328 285328 MISCELLANEOUS 162844 162844 92866 92090 776 15770624 14952861 87542 730221 525658 2508476 1910089 2121174 3497216 47099932 40030775 1011653 1012158 54044548 45672583 0 0 X 24552809 11838472 29491739 33834111 54044548 45672583 54044548 45672583 -8562661 190696 0 X X 0 1 X 1 0 X X X 1 DEAN MCGREE EYE INSTITUTE 736109395 3 1 13615843 0 1 13615843 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 41755703 -6311356 5674581 285328 40833600 30543839 7335364 4505009 628509 41755703 27584420 1307109 2423535 771225 30543839 26235900 4882254 -2038691 1495043 27584420 21061123 4789876 3464669 3079768 26235900 0.25100 0.47830 0.27070 1 0 0 X 7398659 190696 190696 7207963 0 7207963 15770624 0 15770624 0 15770624 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 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. 1 DEAN MCGEE EYE INSTITUTE 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 736109395 501(C)(3) 13615843 0 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 268441 0 100 0 740 0 8699 0 27096 0 305076 0 0 KIMBERLY HOWARD VP FINANCE, CFO (UNTIL 8/16/2024) 0 169165 0 0 0 1201 0 5226 0 12541 0 188133 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 2024. 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. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. 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