Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 483,040 | 370,745 | 163,940 | 838,508 | 3,868,665 | 5,724,898 |
| 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 | 483,040 | 370,745 | 163,940 | 838,508 | 3,868,665 | 5,724,898 |
| 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).. | 608,936 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 5,115,962 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 483,040 | 370,745 | 163,940 | 838,508 | 3,868,665 | 5,724,898 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 957 | 1,196 | 1,076 | 696 | 539 | 4,464 |
| 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.).. | 11,320 | 8,933 | 20,253 | |||
| 11 | Total support. Add lines 7 through 10 | 5,749,615 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | RESEARCH SYMPOSIUM 20,253 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4B | COMMUNITY MOBILIZATION AND SUPPORT OPSRF SUPPORTS COMMUNITY MOBILIZATION BY ENGAGING COMMUNITY LEADERS TO DEVELOP STRONGER LOCAL EARLY CHILDHOOD SYSTEMS. DURING THE SUMMER OF 2019, OPSR CONTRACTED WITH 11 COMMUNITY-BASED ORGANIZATIONS TO HOST COMMUNITY CONVERSATIONS TO INFORM TO A NEEDS ASSESSMENT AND STRATEGIC PLAN TO MEET THE REQUIREMENTS OF THE PDG B-5. COMMUNITY PARTNERS INVITED COMMUNITY LEADERS, EARLY CHILDHOOD PROVIDERS, PARENTS, AND OTHER INTERESTED STAKEHOLDERS TO PARTICIPATE IN A DATA WALK AND DISCUSSION ON PRESSING NEEDS IN THEIR COMMUNITY FOR YOUNG CHILDREN AND THEIR FAMILIES. OPSRF CONTINUED TO ENGAGE WITH COMMUNITY LEADERS TO COMPLETE A FIVE-YEAR EARLY CHILDHOOD STRATEGIC PLAN AND SUPPORT COORDINATION THROUGH WEBINARS AND INCLUSION IN STATE LEVEL PLANNING AND COORDINATING MEETINGS. OPSRF PARTNERED WITH THE OKLAHOMA DEPARTMENT OF HUMAN SERVICES TO SEEK INPUT INTO SUPPORTING THE DISTINCT DEVELOPMENTAL NEEDS OF YOUNG CHILDREN IN THE CHILD WELFARE SYSTEM AND CREATED A PLAN TO SUPPORT GRASSROOTS ADVOCACY EFFORTS. OPSRF PARTNERED WITH TRIBAL HEALTH AND EARLY CHILDHOOD PROGRAMS TO GATHER FAMILY STORIES THROUGH A PROJECT CALLED HOPEFUL FUTURES TO BETTER UNDERSTAND BARRIERS TO ACCESS OF HEALTH SERVICES DURING THE PRENATAL PERIOD AND FIRST YEARS OF A CHILDS LIFE. THE STORIES INFORM DEVELOPMENT OF COMMUNITY DRIVEN SOLUTIONS TO REDUCE DISPARITIES IN HEALTH OUTCOMES FOR YOUNG CHILDREN. HOPEFUL FUTURES IS SUPPORTED BY THE PROJECT HOPE GRANT AWARDED BY THE NEMOURS HEALTH FOUNDATION IN 2018. |
| FORM 990, PAGE 2, PART III, LINE 4C | SYSTEMS AND POLICY DEVELOPMENT: OPSRF IS SUPPORTED TO CONDUCT ACTIVITIES THAT STRENGTHEN OKLAHOMAS EARLY CHILDHOOD SYSTEM, RECOMMEND POLICIES THAT CREATE EFFICIENT AND EFFECTIVE USE OF STATE FUNDING, AND ENSURE FAMILIES OF YOUNG CHILDREN HAVE ACCESS TO AFFORDABLE HIGH-QUALITY EARLY CHILDHOOD. LEGISLATIVE REPORTING RESPONSIBILITIES ARE MET BY SUBMITTING AN OPSR ANNUAL REPORT AND AN ANNUAL HOME VISITING OUTCOMES ACCOUNTABILITY REPORT TO THE GOVERNOR, STATE LEGISLATURE AND THE OKLAHOMA COMMISSION ON CHILDREN AND YOUTH. THESE REPORTS PROVIDE A PERSPECTIVE ON THE STATUS OF THE EARLY CHILDHOOD SYSTEM AND PROVIDE POLICY RECOMMENDATIONS. MULTIPLE CROSS-SECTOR EARLY CHILDHOOD SYSTEMS AND POLICY WORKGROUPS ARE CONVENED BY OPSR. EQUITY IN EARLY CHILDHOOD POLICY IS BUILT THROUGH A STATE LEVEL EQUITY FOCUSED CROSS-SECTOR STATE STAKEHOLDER GROUP. THE PDG B-5 GRANT SUPPORTS DEVELOPING THE CAPACITY OF FAMILIES, COMMUNITIES, PUBLIC AGENCIES, AND PRIVATE ORGANIZATIONS TO PROVIDE CHILDREN FROM BIRTH THROUGH AGE 5 EQUITABLE AND SEAMLESS ACCESS TO THE PHYSICAL, EMOTIONAL, AND EDUCATIONAL SUPPORTS THEY NEED TO THRIVE. THROUGH THIS GRANT, A PLAN FOR SYSTEMS IMPROVEMENT AND POLICY DEVELOPMENT WILL BE COMPLETED. OPSRF WAS GRANTED A NO-COST EXTENSION TO COMPLETE THESE ACTIVITIES DURING FY20, AND TO CONTINUE SYSTEMS COORDINATION AND DEVELOPMENT OF POLICIES TO IMPROVE ACCESS TO HIGH QUALITY EARLY CARE AND EDUCATION SERVICES FOR ALL YOUNG CHILDREN. DURING FY20, OKLAHOMA JOINED 30 STATES IN ESTABLISHING A PYRAMID MODEL STATE LEADERSHIP TEAM. THE OPSR BOARD VOTED TO OFFICIALLY ESTABLISH THE TEAM UNDER THE AUSPICES OF THE OPSR BOARD AND ITS LEGISLATIVE DUTIES. PERSONNEL TIME TO HOST AND FACILITATE THE TEAM WAS FUNDED BY THE PDG B5 AND A GRANT FROM THE POTTS FAMILY FOUNDATION. THE TEAM WILL UTILIZE THIS RESEARCH-BASED MODEL TO IMPLEMENT EVIDENCE-BASED PRACTICES THAT HELP INFANTS AND YOUNG CHILDREN. |
| FORM 990, PAGE 2, PART III, LINE 4D | DATA SYSTEMS: SINCE 2015, OPSRF HAS ACTIVELY SOUGHT FUNDING TO CREATE AN EARLY CHILDHOOD INTEGRATED DATA SYSTEM. FUNDS HAVE SUPPORTED OBTAINING STAKEHOLDER FEEDBACK, WORKING WITH STATE AGENCY LEADERSHIP AND TECHNOLOGY EXPERTS, PARTICIPATING IN NATIONAL TECHNICAL ASSISTANCE OPPORTUNITIES, AND CONSULTING WITH OTHER STATES. OPSR COLLABORATED WITH LEADERS FROM HEALTH AND EDUCATION TO FOCUS ON INTEGRATION OF HOME VISITING SERVICES WITH OTHER EARLY CHILDHOOD PROGRAM DATA. IN 2019, THE FEDERAL PDG B-5 GRANT SUPPORTED A CONTRACT TO CREATE A TECHNICAL PLAN FOR 1)IDENTIFYING KEY EARLY CHILDHOOD DATA SYSTEM ELEMENTS, 2) INTEGRATING DATA ACROSS AGENCIES AND PROGRAMS USING THE MOST CURRENT TECHNOLOGY AVAILABLE AND 3) GOVERNING THE USE OF INTEGRATED DATA. THROUGHOUT FY2020, OPSRF CONTINUED TO SUPPORT ACTIVITIES TO COORDINATE WITH STATE LEADERS FOR THE CREATION OF SYSTEMS TO INTEGRATE DATA IN ORDER TO BETTER UNDERSTAND OKLAHOMAS INVESTMENTS IN IMPROVING OUTCOMES FOR YOUNG CHILDREN. EARLY LITERACY: THE FOUNDATION SUPPORTS READING BEGINS AT HOME, A PROGRAM THAT PROVIDES DEVELOPMENTALLY APPROPRIATE BOOKS AND INSTRUCTIONAL LITERACY STRATEGIES TO FAMILIES PARTICIPATING IN HOME-BASED PARENTING SUPPORT PROGRAMS. FUNDING FOR THESE PROGRAMS HAS BEEN MADE AVAILABLE THROUGH GRANTS FROM AEP/PSO, KERR FOUNDATION AND THE KIRKPATRICK FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | MANAGEMENT AND BOARD MEMBERS WILL REVIEW FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION'S DOCUMENT STATES THAT THE BOARD MEMBER IS TO MAKE A PROMPT AND FULL DISCLOSURE OF ANY POTENTIAL CONFLICT WITH A PENDING CONTRACT OR TRANSACTION AND A VOTE IS TAKEN BY THE REMAINING MEMBERS TO DETERMINE WHETHER THE CONFLICT EXISTS BY A MARGIN OF 75% OF THE VOTES ENTITLED TO VOTE. IF A CONFLICT EXISTS, THE PERSON CANNOT PARTICIPATE IN THE DISCUSSION, DELIBERATION, ETC OF SAID CONTRACT OR TRANSACTION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE UNIVERSITY'S PAY GRADE AND IT IS APPROVED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Software ID: | |
| Software Version: |