Nonprofit · EIN 73-1377860
UNION SCHOOLS EDUCATION FOUNDATION INC
Tax-exempt · TULSA, OK 74133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,782,491 | $1,380,255 | $402,236 | $5,122,137 | $58,517 | $5,063,620 |
| June 30, 2024 | 990 | $1,515,132 | $1,305,908 | $209,224 | $4,331,071 | $7,867 | $4,323,204 |
| June 30, 2023 | 990 | $1,445,187 | $890,698 | $554,489 | $3,847,458 | $0 | $3,847,458 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,259,306
- Program service revenue
- $0
- Investment income
- $53,836
- Net gain from sales of assets
- -$24,100
- Net income from fundraising events
- $443,100
- Other revenue
- $469,349
Expenses
- Grants and similar amounts paid
- $1,214,248
- Compensation of officers, directors and key employees
- $80,000
- Other salaries and wages
- $12,334
- Salaries, compensation and benefits (total)
- $99,313
- Professional fundraising fees
- $0
- Accounting fees
- $15,192
- Travel
- $20
- Program services (functional)
- $1,240,466
- Management and general (functional)
- $76,435
- Fundraising (functional)
- $63,354
Balance sheet and other
- Total assets, start of year
- $4,331,071
- Total assets, end of year
- $5,122,137
- Total liabilities, end of year
- $58,517
- Net assets, end of year
- $5,063,620
- Publicly traded securities
- $3,262,014
- Net assets without donor restrictions
- $4,111,397
- Net assets with donor restrictions
- $952,223
- Gross receipts
- $2,539,268
- Employees
- 3
- Volunteers
- 25
- Year formed
- 1991
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEA LUDWIG | EXECUTIVE DIR. Officer | 40 | $80,000 |
| BRETT BENGE | PRESIDENT Trustee or director, Officer | 4 | $0 |
| REBECCA GRAY | VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| STEVE ZENTHOEFER | TREASURER Trustee or director, Officer | 1 | $0 |
| AMANDA FLAHERTY | SECRETARY Trustee or director, Officer | 1 | $0 |
| HEATHER ANDREW | TRUSTEE Trustee or director | 4 | $0 |
| CHRISTINA BARNABY | TRUSTEE Trustee or director | 1 | $0 |
| GREG BOUDREAU | TRUSTEE Trustee or director | 1 | $0 |
| JANAE BRADFORD | TRUSTEE Trustee or director | 1 | $0 |
| SANDI CALVIN | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL DAVIS | TRUSTEE Trustee or director | 1 | $0 |
| DR JOHN FEDERLINE | TRUSTEE Trustee or director | 1 | $0 |
| GUY FORTNEY | TRUSTEE Trustee or director | 1 | $0 |
| BRIANNA HAWKINS | TRUSTEE Trustee or director | 1 | $0 |
| DR JESSICA KREITZBERG | TRUSTEE Trustee or director | 1 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY MADEWELL | TRUSTEE Trustee or director | 1 | $0 |
| MARTY MALONE | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN MOORE | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS PAYNE | TRUSTEE Trustee or director | 1 | $0 |
| JOEY REYES | TRUSTEE Trustee or director | 1 | $0 |
| BENJAMIN REYNOLDS | TRUSTEE Trustee or director | 4 | $0 |
| RACHEL ROBISON | TRUSTEE Trustee or director | 1 | $0 |
| KULSUM SIDDIQUI | TRUSTEE Trustee or director | 1 | $0 |
| TRACY WEESE | TRUSTEE Trustee or director | 1 | $0 |
| ABIGAIL WENDT | TRUSTEE Trustee or director | 1 | $0 |
| LINDSAY WHITE | TRUSTEE Trustee or director | 1 | $0 |
| RENEE WHITE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shea Ludwig | Executive Dir. Trustee or director | 40 | $80,000 |
| Jay Flemming | President Trustee or director, Officer | 4 | $0 |
| Rebecca Gray | Trustee Trustee or director, Officer | 4 | $0 |
| Brett Benge | Vice President Trustee or director, Officer | 4 | $0 |
| Nikhil Kawlra | Secretary Trustee or director, Officer | 4 | $0 |
| Steve Zenthoefer | Treasurer Trustee or director, Officer | 4 | $0 |
| Steve Click | Trustee Trustee or director | 1 | $0 |
| Heather Andrew | Trustee Trustee or director | 1 | $0 |
| Christina Barnaby | Trustee Trustee or director | 1 | $0 |
| Greg Boudreau | Trustee Trustee or director | 1 | $0 |
| Lyndsey Reyes | Trustee Trustee or director | 1 | $0 |
| Sandy Calvin | Trustee Trustee or director | 1 | $0 |
| Dr John Federline | Trustee Trustee or director | 1 | $0 |
| Guy Fortney | Trustee Trustee or director | 1 | $0 |
| Brianna Hawkins | Trustee Trustee or director | 1 | $0 |
| Dr Kirt Hartzler | Trustee Trustee or director | 1 | $0 |
| Ashley Madewell | Trustee Trustee or director | 1 | $0 |
| Kristin Moore | Trustee Trustee or director | 1 | $0 |
| Chris Payne | Trustee Trustee or director | 1 | $0 |
| Joey Reyes | Trustee Trustee or director | 1 | $0 |
| Benjamin Reynolds | Trustee Trustee or director | 1 | $0 |
| Kulsum Siddiqui | Trustee Trustee or director | 1 | $0 |
| Tracy Weese | Trustee Trustee or director | 1 | $0 |
| Lindsay White | Trustee Trustee or director | 1 | $0 |
| Amanda Murphy | Trustee Trustee or director | 1 | $0 |
| Darren Burns | Trustee Trustee or director | 1 | $0 |
| Kenneth Moore | Trustee Trustee or director | 1 | $0 |
| Josie Starnella | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shea Ludwig | Executive Dir. Officer | 40 | $60,000 |
| Lyndsey Reyes | President Trustee or director, Officer | 4 | $0 |
| Darren Burns | Past-President Trustee or director, Officer | 4 | $0 |
| Benjamin Reynolds | Treasurer Trustee or director, Officer | 4 | $0 |
| Brett Benge | Secretary Trustee or director, Officer | 4 | $0 |
| Sandi Calvin | Trustee Trustee or director | 1 | $0 |
| Steve Click | Trustee Trustee or director | 1 | $0 |
| Jay Flemming | Trustee Trustee or director | 1 | $0 |
| Dr Kirt Hartzler | Trustee Trustee or director | 1 | $0 |
| Nikhil Kawlra | Trustee Trustee or director | 1 | $0 |
| Ashley Madewell | Trustee Trustee or director | 1 | $0 |
| Kenneth Moore | Trustee Trustee or director | 1 | $0 |
| Kristin Moore | Trustee Trustee or director | 1 | $0 |
| Amanda Murphy | Trustee Trustee or director | 1 | $0 |
| Chris Payne | Trustee Trustee or director | 1 | $0 |
| Kulsum Siddiqui | Trustee Trustee or director | 1 | $0 |
| Josie Starnella | Trustee Trustee or director | 1 | $0 |
| Kendra Thompson | Trustee Trustee or director | 1 | $0 |
| Misty Thurman | Trustee Trustee or director | 1 | $0 |
| Tracy Weese | Trustee Trustee or director | 1 | $0 |
| Sarah Wyatt | Trustee Trustee or director | 1 | $0 |
| Steve Zenthoefer | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8506 E 61ST ST, TULSA, OK 74133-1916
- In care of
- % BONNIE POLAK
- Signed the 990
- SHEA LUDWIG, EXECUTIVE DIRECTOR
- Phone
- (918) 357-6014
- Website
- WWW.UNIONPS.ORG/FOUNDATION
- Return prepared by
- MORSE & CO PLLC
Mission
TO PROMOTE INNOVATIVE CLASSROOM INSTRUCTION THROUGH GRANTS TO TEACHERS AND TO SUPPORT OTHER UNION SCHOOL PROGRAMS THAT BENEFIT THE STUDENTS AND OUR DISTRICT.
Program accomplishments
- GRANTS TO CLASSROOM INSTRUCTORS TO FUND CREATIVE TEACHING METHODS:MATERIALS TO BENEFIT UNION DISTRICT STUDENTSExpenses $1,210,249 · grants $1,210,248
- SCHOLARSHIPSExpenses $4,000 · grants $4,000
- OTHER PROGRAM RELATED EXPENSESExpenses $26,217
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-1377860
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90Z)
- Assets (IRS master file)
- $5,122,137
- Income (IRS master file)
- $2,539,268
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,782,491 | $1,380,255 | $5,122,137 | IRS |
| 990 | June 2024 | $1,515,132 | $1,305,908 | $4,331,071 | IRS |
| 990 | June 2023 | $1,445,187 | $890,698 | $3,847,458 | XML |
| 990 | June 2022 | $1,114,029 | $1,032,069 | $3,088,853 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1377860).
Questions about UNION SCHOOLS EDUCATION FOUNDATION INC
- What is the EIN of UNION SCHOOLS EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of UNION SCHOOLS EDUCATION FOUNDATION INC is 73-1377860.
- Is UNION SCHOOLS EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to UNION SCHOOLS EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION SCHOOLS EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNION SCHOOLS EDUCATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNION SCHOOLS EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of UNION SCHOOLS EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 1 received compensation from the organization, the highest $80,000 (SHEA LUDWIG, EXECUTIVE DIR.).
- How much revenue does UNION SCHOOLS EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,782,491, expenses of $1,380,255 and total assets of $5,122,137 at year end.
Other nonprofits in TULSA
- UNIVERSITY OF TULSA EIN 73-0579298 · last filed 990 for 2025
- ORAL ROBERTS UNIVERSITY EIN 73-0739626 · last filed 990 for 2025
- TULSA CHRISTIAN EDUCATION CORPORATION EIN 73-1314051 · last filed 990 for 2025
- OSTEOPATHIC MEDICAL EDUCATION CONSORTIUM OF OKLAHOMA INC EIN 45-2525815 · last filed 990 for 2025
- COMMUNITY HIGHERED INSTITUTE EIN 47-2654761 · last filed 990 for 2025
- TULSA HONOR ACADEMY EIN 46-4832167 · last filed 990 for 2025
- RIVERFIELD COUNTRY DAY SCHOOL EIN 73-1218962 · last filed 990 for 2025
- PHILLIPS THEOLOGICAL SEMINARY CORPORATION EIN 73-1303821 · last filed 990 for 2025