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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,043,344 | 853,616 | 1,044,618 | 1,088,594 | 1,816,529 | 5,846,701 |
| 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 | 1,043,344 | 853,616 | 1,044,618 | 1,088,594 | 1,816,529 | 5,846,701 |
| 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. | 5,846,701 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,043,344 | 853,616 | 1,044,618 | 1,088,594 | 1,816,529 | 5,846,701 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 259,380 | 128,829 | 23,279 | 5,130 | 4,621 | 421,239 |
| 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. | 6,267,940 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, 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 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| 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, PAGE 1, ITEM C | MOUNTAIN |
| FORM 990, PAGE 1, ITEM B | TO RECLASSIFY EXPENSES ON PART IX FROM OTHER TO PROFESSIONAL FUNDRAISING SERVICES. |
| FORM 990 | SCHEDULE L, PART IV THE ORGANIZATION MAITAINS CERTIFICATES OF DEPOSIT AT BANKS WHERE CURRENT DIRECTORS (JEFF GREENLEE OF NBC BANK AND DANA LORENSON OF MIDFIRST BANK) ARE EXECUTIVES. SELECTION OF THESE CDS WAS BASED ON AN ASSESSMENT OF THE MOST BENEFICIAL INTEREST RATES AT THE TIME OF PURCHASE. THE ORGANIZATION ALSO MAINTAINS FINANCIAL ACCOUNTS AT BANCFIRST, AN INSTITUTION WHERE DIRECTOR BRAD ZERGER IS AN EXECUTIVE. THE ORGANIZATION MAINTAINED THESE ACCOUNTS PRIOR TO ZERGER'S MEMBERSHIP ON THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 2, PART III, LINE 4A | LECTURES, GALLERY OPENINGS, POETRY READINGS, AND RECREATIONAL ACTIVITIES. THE TALENT AND CREATIVITY OF STUDENTS AND FACULTY, COMBINED WITH THE MYSTIQUE OF THE QUARTZ MOUNTAIN AREA IN SOUTHWEST OKLAHOMA, CREATE A POWERFUL SYNERGY. EXPECTED OUTCOMES OF OSAI INCLUDE: 1) DURING THE TWO WEEKS, STUDENTS WILL FOCUS INTENSIVELY ON THEIR OWN ARTISTIC DISCIPLINE WHILE GAINING A HEIGHTENED AWARENESS OF AND APPRECIATION FOR OTHER ART FORMS; 2) SMALL CLASS SIZES WILL ENSURE A TRUE MENTOR RELATIONSHIP BETWEEN STUDENTS AND WORLD-RENOWNED FACULTY ARTISTS WITH WHOM THEY WOULD NOT OTHERWISE HAVE THE CHANCE TO WORK; 3) STUDENTS WILL DEVELOP CONNECTIONS THAT RESULT IN LONG-TERM FRIENDSHIPS AND A NATIONWIDE NETWORK; 4) STUDENTS WILL SHOW IMPROVED CONFIDENCE AFTER THE PROGRAM AND A CLEARER UNDERSTANDING OF THE DISCIPLINE REQUIRED TO SUCCEED IN THEIR CHOSEN ART FORM; 5) STUDENTS WILL BECOME FUTURE AUDIENCE MEMBERS AND SUPPORTERS OF THE ARTS, AND THEY WILL GAIN AN APPRECIATION AND UNDERSTANDING OF ALL ART FORMS; 6) BY PROVIDING PERFORMANCES, LECTURES AND DEMONSTRATIONS THAT ARE FREE AND OPEN TO THE PUBLIC, OSAI WILL PROMOTE AWARENESS OF AND INTEREST IN THE ARTS BY ALL OKLAHOMANS, PARTICULARLY THOSE RESIDING IN SOUTHWEST OKLAHOMA. OAI IS COMMITTED TO RAISING FULL SCHOLARSHIPS FOR ALL OSAI STUDENTS. TOUR DE QUARTZ IS A STATEWIDE OUTREACH PROGRAM THAT SERVES LOCAL COMMUNITES AND THE ENTIRE STATE BY SHOWCASING STUDENT ARTWORK PRODUCED DURING OSAI. TOUR DE QUARTZ CELEBRATES OKLAHOMA'S ARTISTIC TALENT, RAISES AWARENESS ABOUT OAI AND ITS PROGRAMS, AND HELPS DEVELOP ARTS AUDIENCES IN MANY COMMUNITIES. |
| FORM 990, PAGE 2, PART III, LINE 4B | RESOURCE FOR THEIR STUDENTS BY ENRICHING THE CLASSROOM LEARNING EXPERIENCE. EVERY YEAR, APPROXIMATLEY 300 TEACHERS AND COMMUNITY ARTISTS ATTEND OFAI, INCLUDING OVER 250 PUBLIC SCHOOL EDUCATORS FROM 185 SCHOOL SITES STATEWIDE. EXPECTED OUTCOMES OF OFAI INCLUDE: 1) PARTICIPANTS WILL ENHANCE THEIR OWN ARTISTIC, INTELLECTUAL, AND PROFESSIONAL SKILLS AND LEARN NEW TECHNIQUES IN THEIR CHOSEN FIELD OF STUDY; 2) EDUCATORS WILL RETURN TO THEIR CLASSROOMS EAGER TO SHARE WHAT THEY HAVE LEARNED WOTH THEIR STUDENTS AND PEERS, AND THEY WILL BECOME BETTER EDUCATERS, ARTS ADVOCATES, AND CIVIC LEADERS WITHIN THEIR COMMUNITIES; 3) EDUCATORS WILL RECEIVE TAKE-HOME CURRICULUM MATERIALS THAT WILL HELP THEM TO INTEGRATE NEW IDEAS INTO THEIR DAILY CLASSROOM ACTIVITIES, THUS PROVIDING ADDITIONAL ARTS EDUCATION OPPORTUNITES FOR OKLAHOMA'S K-12 STUDENTS AT A TIME IN WHICH ARTS FUNDING IN THE SCHOOLS IS SUFFERING; 4) PUBLIC EDUCATORS WILL RECEIVE PROFESSIONAL DEVELOPMENT CREDIT FOR PARTICIPATING IN OFAI. OAI IS COMMITTED TO RAISING FULL SCHOLARSHIPS FOR ALL PUBLIC SCHOOL EDUCATORS WHO ATTEND OFAI. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED AUTHORITY TO THE AUDIT COMMITTEE TO REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ARTICLE VIII OF THE BYLAWS (INTERESTED PARTIES), WHICH WAS ADDED IN NOVEMBER 2008, GOVERNS CONFLICTS OF INTEREST. ARTICLE 8.3, PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST, PROVIDES THAT, WHEN AN ARRANGEMENT OR TRANSACTION WITH AN INTERESTED PARTY IS AT ISSUE, THE BOARD CHAIR OR COMMITTEE CHAIR WILL DESIGNATE A PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES, THE PERSON OR COMMITTEE MUST DETERMINE WHETHER THE CORPORATION MAY, WITHOUT UNDUE BURDEN, DELAY OR EXPENSE, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF SUCH AN ARRANGEMENT OR TRANSACTION IS NOT REASONABLY ATTAINABLE, THE BOARD OR COMMITTEE MUST DETERMINE, BY MAJORITY VOTE, WHETHER THE TRANSACTION OR ARRANGEMENT IS STILL IN THE BEST INTEREST OF THE CORPORATION. LETTERS ARE SENT ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES REQUESTING DISCLOSURE OF AN INTEREST THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE PRESIDENT AND CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE. WHEN THE PRESIDENT AND CEO WAS HIRED IN 2007, COMPENSATION WAS BASED UPON A REVIEW OF SALARIES OF INDIVIDUALS IN COMPARABLE POSITIONS IN OKLAHOMA CITY. SIMILAR DATA IS COLLECTED AND REVIEWED BY THE COMMITTEE DURING THE EXECUTIVE'S ANNUAL PERFORMANCE EVALUATION, AND ANY SALARY INCREASE IS BASED UPON SUCH DATA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | OAI'S GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. INFORMATION OBTAINED FROM THE FORM 990 FOR FINANCIAL REPORTING IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG |
| FORM 990, PART IX, LINE 11G | OTHER SERVICE FEES 214,010 0 936 |
| FORM 990, PART XI, LINE 9 | PY, ADJ. FOR INTERCOMPANY TRANSFERS 3,025 TOTAL 3,025 |
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