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Nonprofit · EIN 73-6102613

OKLAHOMA COUNCIL ON ECONOMIC EDUCATION

Tax-exempt · EDMOND, OK 73034

Financials

$458K$456K2023$351K$422K2024
Revenue Expenses · by fiscal year end
Financials of OKLAHOMA COUNCIL ON ECONOMIC EDUCATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$351,054$421,856-$70,802$79,470$89,103-$9,633
December 31, 2023990$458,478$456,017$2,461$102,547$41,378$61,169
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$351,049
Program service revenue
$0
Investment income
$5
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$223,041
Salaries, compensation and benefits (total)
$223,041
Professional fundraising fees
$0
Accounting fees
$10,700
Occupancy
$42,000
Program services (functional)
$342,500
Management and general (functional)
$48,639
Fundraising (functional)
$30,717

Balance sheet and other

Total assets, start of year
$102,547
Total assets, end of year
$79,470
Total liabilities, end of year
$89,103
Net assets, end of year
-$9,633
Net assets without donor restrictions
-$9,633
Gross receipts
$351,054
Employees
4
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
AMY LEEEXECUTIVE DI
Officer
40$74,090
DR NARITA ANDERSONDIRECTOR
Trustee or director
–$0
STEVE BAGWELLAT-LARGE
Trustee or director, Officer
–$0
HARRISON BARBARICKTREASURERFIN
Trustee or director, Officer
–$0
RYAN BUTTSDIRECTOR
Trustee or director
–$0
AMBER DERAMUSCHAIR-ELECT
Trustee or director, Officer
–$0
SARAH DICKSONMARKETING CH
Trustee or director, Officer
–$0
MANDY DOLLARPAST CHAIR
Trustee or director, Officer
–$0
THOMAS DUNLAPDIRECTOR
Trustee or director
–$0
LAUDEN FIELDSDIRECTOR
Trustee or director
–$0
RYON FIELDSDIRECTOR
Trustee or director, Officer
–$0
CHELSEY GIPSON-SMITHDIRECTOR
Trustee or director
–$0
PRICILLA GUILLENDIRECTOR
Trustee or director, Officer
–$0
DARRYL HOWARDAUDIT CHAIR
Trustee or director
–$0
STACY HOWETHCHAIR
Trustee or director, Officer
–$0
13 more people on this return
NameTitleHours / weekCompensation
HEATHER KAYCHAIR
Trustee or director, Officer
–$0
DR CHRIS MAYDIRECTOR
Trustee or director
–$0
RANDY MCDANIELDIRECTOR
Trustee or director
–$0
DANIEL MERCERDIRECTOR
Trustee or director
–$0
MELISSA NEALDIRECTOR
Trustee or director
–$0
BRIDGETTE NICHOLSDIRECTOR
Trustee or director
–$0
JANIS REESERDIRECTOR
Trustee or director
–$0
DR TRAVIS ROACHDIRECTOR
Trustee or director
–$0
ROBERT RYLANDDIRECTOR
Trustee or director
–$0
LEIGH SINGLETONDIRECTOR
Trustee or director
–$0
TRESHA SPOONDIRECTOR
Trustee or director
–$0
BEN STEIGERBOARD CHAIR
Trustee or director
–$0
JENNIFER WALLISINVEST IN GI
Trustee or director
–$0
990 for the year ended December 31, 2023: 43 people
NameTitleHours / weekCompensation
AMY LEEEXECUTIVE DI
Officer
40$63,354
DR LAURA AHLSTORMDIRECTOR
Trustee or director
–$0
DR NARITA ANDERSONDIRECTOR
Trustee or director
–$0
STEVE BAGWELLAT-LARGE
Trustee or director, Officer
–$0
HARRISON BARBARICKBUDGET & FIN
Trustee or director, Officer
–$0
WILL BLANCHARDDIRECTOR
Trustee or director
–$0
RYAN BUTTSDIRECTOR
Trustee or director
–$0
LOGAN CASHDIRECTOR
Trustee or director
–$0
MATT COLWELLDIRECTOR
Trustee or director
–$0
AMBER DERAMUSDIRECTOR
Trustee or director
–$0
SARAH DICKSONMARKETING CH
Trustee or director, Officer
–$0
MANDY DOLLARPAST CHAIR
Trustee or director, Officer
–$0
THOMAS DUNLAPDIRECTOR
Trustee or director
–$0
YOUSSI FARAGDIRECTOR
Trustee or director
–$0
DANIEL GARCIAPAST CHAIR &
Trustee or director
–$0
CHELSEY GIPSON-SMITHDIRECTOR
Trustee or director
–$0
DR GARY GRESSDIRECTOR
Trustee or director
–$0
PRISCILA GUILLENDIRECTOR
Trustee or director
–$0
DARRYL HOWARDAUDIT CHAIR
Trustee or director
–$0
STACY HOWETHCHAIR
Trustee or director, Officer
–$0
RACHEL JOHNSONDIRECTOR
Trustee or director
–$0
PETER JUNKINAT-LARGE
Trustee or director
–$0
HEATHER KAYMEE OKC CHAI
Trustee or director, Officer
–$0
BENJAMIN KRAFTDIRECTOR
Trustee or director
–$0
NORMAN MARKLANDDIRECTOR
Trustee or director
–$0
DR CHRIS MAYDIRECTOR
Trustee or director
–$0
RANDY MCDANIELDIRECTOR
Trustee or director
–$0
JAKE MCGUIREDIRECTOR
Trustee or director
–$0
DANIEL MERCERDIRECTOR
Trustee or director
–$0
MELISSA NEALDIRECTOR
Trustee or director
–$0
KARLA NELSONDIRECTOR
Trustee or director
–$0
BRIDGETTE NICHOLSDIRECTOR
Trustee or director
–$0
DR JEREMY OLLERUCO EX-OFFIC
Trustee or director, Officer
–$0
ABIGAIL RAYDIRECTOR
Trustee or director
–$0
JANIS REESERDIRECTOR
Trustee or director
–$0
DR TRAVIS ROACHDIRECTOR
Trustee or director
–$0
LEIGH SINGLETONDIRECTOR
Trustee or director
–$0
TRESHA SPOONDIRECTOR
Trustee or director
–$0
BEN STEIGERDIRECTOR
Trustee or director
–$0
SCOTT TOHLENIMMEDIATE PA
Trustee or director, Officer
–$0
MARCUS UDEDIRECTOR
Trustee or director
–$0
JENNIFER WALLISPAST CHAIR &
Trustee or director, Officer
–$0
LUKE WALVOORDDIRECTOR
Trustee or director
–$0

Address and contacts

Address (IRS master file)
100 N UNIVERSITY DR BOX 103, EDMOND, OK 73034-5207
In care of
% UNIVERSITY OF CENTRAL OKLAHOMA
Principal officer (990 for 2024)
AMY LEE, 100 NORTH UNIVERSITY DRIVE BOX 103, EDMOND, OK 73034
Signed the 990
AMY LEE, EXECUTIVE DIRECTOR
Phone
(405) 974-5343
Return prepared by
BELL & RHODES PC

Mission

ECONOMIC AND PERSONAL FINANCIAL EDUCATION

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION'S ENTIRE FOCUS IS ON ECONOMIC AND PERSONAL FINANCE EDUCATION IN OKLAHOMA. STAFF DEVELOPMENT IS PROVIDED FOR EDUCATORS WHO WORK WITH K-12 STUDENTS AND AT-RISK POPULATIONS IN OK. OCEE ALSO PROVIDES STUDENT PROGRAMS FOCUSED ON ECONOMIC AND PERSONAL FINANCIAL LITERACY SUCH AS THE STOCK MARKET GAME, ECONOMICS AND PERSOANL FINANCE CHALLENGES FOR HIGH-SCHOOL STUDENTS AND DRAWING FOR DOLLARS ELEMENTARY POSTER COMPETITION.
    Expenses $342,500

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-6102613
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
1954
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$79,470
Income (IRS master file)
$351,054

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$351,054$421,856$79,470XML
990December 2023$458,478$456,017$102,547XML
990December 2022$446,222$478,704$112,875IRS
990December 2021–––IRS
990December 2020–––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 73-6102613).

Questions about OKLAHOMA COUNCIL ON ECONOMIC EDUCATION

What is the EIN of OKLAHOMA COUNCIL ON ECONOMIC EDUCATION?
The employer identification number (EIN) of OKLAHOMA COUNCIL ON ECONOMIC EDUCATION is 73-6102613.
Is OKLAHOMA COUNCIL ON ECONOMIC EDUCATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to OKLAHOMA COUNCIL ON ECONOMIC EDUCATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OKLAHOMA COUNCIL ON ECONOMIC EDUCATION 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 OKLAHOMA COUNCIL ON ECONOMIC EDUCATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OKLAHOMA COUNCIL ON ECONOMIC EDUCATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of OKLAHOMA COUNCIL ON ECONOMIC EDUCATION?
The 990 for the year ended December 31, 2024 names AMY LEE.
Who are the officers and directors of OKLAHOMA COUNCIL ON ECONOMIC EDUCATION?
The 990 for the year ended December 31, 2024 lists 28 people; 1 received compensation from the organization, the highest $74,090 (AMY LEE, EXECUTIVE DI).
How much revenue does OKLAHOMA COUNCIL ON ECONOMIC EDUCATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $351,054, expenses of $421,856 and total assets of $79,470 at year end.

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