Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 1,375,878 | 1,523,969 | 1,560,557 | 1,122,552 | 943,370 | 6,526,326 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 1,375,878 | 1,523,969 | 1,560,557 | 1,122,552 | 943,370 | 6,526,326 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support (Subtract line 7c from line 6.) | 6,526,326 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 1,375,878 | 1,523,969 | 1,560,557 | 1,122,552 | 943,370 | 6,526,326 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 57,565 | 45,620 | 48,283 | 69,384 | 30,583 | 251,435 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 57,565 | 45,620 | 48,283 | 69,384 | 30,583 | 251,435 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 1,433,443 | 1,569,589 | 1,608,840 | 1,191,936 | 973,953 | 6,777,761 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | IN FISCAL YEAR 2015 THE FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS ENTERED INTO A PARTNERSHIP WITH DONORSCHOOSE.ORG TO PROVIDE DIRECT SUPPORT TO OKLAHOMA CITY PUBLIC SCHOOLS' TEACHERS AND CLASSROOMS. THROUGH THIS PARTNERSHIP THE FOUNDATION PROVIDES MATCHING FUNDS FOR CLASSROOM SUPPLIES AND PROJECTS POSTED BY OKLAHOMA CITY PUBLIC SCHOOLS' TEACHERS. THE FOUNDATION ALSO LAUNCHED THE BILINGUAL TEACHER PIPELINE PROJECT THAT SEEKS TO RECRUIT AND ASSIST CURRENT UN-CERTIFIED BILINGUAL DISTRICT EMPLOYEES WITH A DESIRE TO BECOME CERTIFIED AND TO COMPLETE THE CERTIFICATION PROCESS. LASTLY, THIS YEAR THE FOUNDATION LAID THE GROUND WORK FOR A NEW PARTNERSHIP WITH THE DISTRICT CALLED PARTNERS IN ACTION THAT SEEKS TO DIRECTLY CONNECT MEMBERS OF THE COMMUNITY WITH SPECIFIC NEEDS IN THE OKLAHOMA CITY PUBLIC SCHOOLS. |
| FORM 990, PART III, LINE 3 | FISCAL YEAR 2015 WAS A YEAR OF GREAT CHANGE FOR THE FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS. THE FOUNDATION TRANSITIONED A NUMBER OF EXISTING PROGRAMS; NAMELY TEACHER'S WAREHOUSE, COMPETITIVE EDGE & GREAT IDEA GRANTS, INTO A NEW PARTNERSHIP WITH DONORSCHOOSE.ORG. WITH THIS PARTNERSHIP THE FOUNDATION CONTINUES TO DIRECTLY ADDRESS SUPPLY NEEDS AND CLASSROOM PROJECTS THROUGH A MODERN ONLINE PLATFORM THAT DIRECTLY CONNECTS DONORS TO CLASSROOM PROJECTS IN THE DISTRICT. THE FOUNDATION ALSO REPURPOSED, WITH DONOR CONSENT, THE PROCEEDS FROM AN EXISTING ENDOWMENT. ORIGINALLY THE ENDOWMENT WAS SET UP TO PROVIDE FINANCIAL ASSISTANCE TO TEACHERS IN THE DISTRICT GOING THROUGH THE PROCESS OF NATIONAL BOARD CERTIFICATION. PROGRAM CHANGES AT THE STATE AND NATIONAL LEVEL HAD DECREASED INTEREST IN THE PROGRAM TO NEAR ZERO. THE FUNDS FROM THIS ENDOWMENT ARE NOW FOR THE BENEFIT OF THE URBAN TEACHER PREPARATORY ACADEMY. THIS PROGRAM IDENTIFIES EDUCATION STUDENTS THAT HAVE A DESIRE TO TEACH IN AN URBAN DISTRICT AND PROVIDES MENTORING, SUPPORT AND PROFESSIONAL DEVELOPMENT TO BETTER EQUIP THESE TEACHERS-TO-BE FOR THE UNIQUE CHALLENGES OF WORKING IN AN URBAN DISTRICT. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS HAS A GOVERNING BOARD MADE UP OF OFFICERS, VOTING MEMBERS AND VOTING PAST PRESIDENTS. IN ADDITION TO THE VOTING BOARD MEMBERS THERE IS A NON-VOTING ADVISORY BOARD FOR THE ORGANIZATION THAT ATTENDS THE ANNUAL MEETING OF THE ORGANIZATION AS WELL AS SERVES ON COMMITTEES AND SUBCOMMITTEES WITHIN THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 4 | AT THE MARCH 2015 BOARD MEETING THE BOARD REVIEWED AND APPROVED UPDATED BY-LAWS FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | IN CONJUNCTION WITH AN ACCOUNTING FIRM THE FOUNDATION COMPLETES THE FORM 990 ANNUALLY. ONCE THE DRAFT OF THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM IT IS REVIEWED BY THE STAFF OF THE ORGANIZATION. WHEN THE FORM 990 MEETS THE EXPECTATIONS OF THE STAFF AND ACCOUNTING FIRM IT IS PRESENTED TO THE ORGANIZATION'S FINANCE COMMITTEE WHO REVIEWS IT AND MAKES ANY RECOMMENDATIONS FOR MODIFICATION. ONCE ANY REVISIONS ARE MADE AND THE FINANCE COMMITTEE IS SATISFIED IT IS FORWARDED ON TO THE BOARD WITH THE RECOMMENDATION OF THE FINANCE COMMITTEE. PRIOR TO THE NEXT REGULARLY SCHEDULED BOARD MEETING AFTER RECOMMENDATION BY THE FINANCE COMMITTEE THE FORM 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW. AT THE NEXT REGULARLY SCHEDULED MEETING THE FORM 990 IS APPROVED BY THE BOARD. ONCE THE FINAL DRAFT OF THE FORM 990 IS APPROVED BY THE BOARD IT IS SIGNED AND SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF AND THE OFFFICERS OF THE ORGANIZATION STAY APPRISED OF ANY CHANGE OF EMPLOYMENT OR CIRCUMSTANCE WITH OFFICERS, DIRECTORS AND KEY EMPLOYEES THAT MAY PRESENT A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE OFFICERS AND HR CHAIR OF THE ORGANIZATION COMPLETE AN ANNUAL EVALUATION OF THE PRESIDENT/CEO AND MAKE COMPENSATION DECISIONS BASED ON COMPARABLE COMPENSATION DATA AND THE PRESIDENT/CEO'S LEVEL OF EXPERIENCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION HAS PAPER AND DIGITAL COPIES OF ALL OF THE DOCUMENTS AVAILABLE ON REQUEST. IN ADDITION, DIGITAL COPIES ARE UPLOADED TO OUR WEBSITE AND ARE AVAILABLE FOR DOWNLOAD. |
| FORM 990, PART XII, LINE 2C: | MONTHLY FINANCIAL STATEMENTS ARE PREPARED BY AN INDEPENDENT ACCOUNTANT AND PROVIDED TO THE STAFF OF THE ORGANIZATION FOR AN INITIAL REVIEW. ONCE THESE PARTIES ARE SATISFIED WITH THE PRESENTATION OF RESULTS THEY ARE FURTHER REVIEWED BY THE ORGANIZATIONAL TREASURER PRIOR TO EACH BOARD MEETING. THE TREASURER PRESENTS THE FINANCIALS TO THE BOARD FOR APPROVAL AT EACH MEETING OF THE FULL BOARD. THE FULL YEAR FINANCIALS ARE THEN PROVIDED TO THE AUDITOR WITH THE OVERSIGHT OF THE AUDIT COMMITTEE. |
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