Form 990 ' 1 Intern l Department of the Treasury a l Reve nu e Se rv ice Intern al A ❑ Address change 0- Information about Form 990 and its instructions is at www.irs. 9 ov/form990. C Name of organization RNt /7f11 Fi and onriinn ri/3 I /7(11 R ❑ Initial return ❑ Final return/terminated not delivered Number and street (or P O box if mail is gj 0 Lip to street address ) p0. £(i %C% State City or town OK nel^6 O ...4 44 - 'L el Foreign province/state/county Foreign country name 46-5765171 Room /suite ❑ Application pending G Gross receipts $ Foreign postal code 205 , 621 F Name and address of principal officer H(a) Is this a group return for subordinates? ❑ Yes Josh White 600 S 9th Str, Comanche, OK 73529 H(b) Are all subordinates included? ❑ Yes ❑ No ( ) 44 (insertno ) ❑ 4947(a)(1) or ❑ 527 N/A K Form of organization Telephone number 'k El 501(c)(3)1:1 501( c) Tax-exempt status E ZIP code ❑ Amended return J Website : ^ Employer identification number D Oklahomans For Public School Excellence , Inc Doing business as F-1 Name change I X015 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) ^ Do not enter social security numbers on this form as it may be made public. Fnr tho 9015 ralonrlar vnar nr my vPar hpninninn S Check if applicable OMB No 1545-0047 Return of Organization Exempt From Income Tax No If "No," attach a list (see instructio ns) H ( c ) Grou p exem p tion number ^ ❑ Corporation ❑ Trust [] Association ❑ Other ^ L Year of formation 2014 M State of legal domicile OK Summa ry Raisi ng public awareness for issues Briefly describe the organization's mission or most significant activities - - ---------------- - relating to the public education in the state of Oklahoma ------------------------------------------------------------ --------------------------------- ------------------------------------------------------------------------------------------------------------ --------------------------------- -----------------Check this box ^ ❑ if the organization discontinued its operations or disposed of more than 25% of its net assets 2 3 3 Number of voting members of the governing body (Part VI, line 1 a) 0 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 0 5 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) 0 Total number of volunteers (estimate if necessary) 6 6 7a 7a Total unrelated business revenue from Part VIII, column (C), line 12 0 7b b Net unrelated business taxable income from Form 990-T, line 34 0 1 C c0 in °; Prior Year c FA CL W Current Year 8 9 10 11 Contributions and grants (Part VIII, line 1 h) Program service revenue (Part VIII, line 2g) Investment income (Part VIII, column (A), lines 3, 4, and 7d) Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1Oc, and 11e) 300,000 0 0 0 205,621 0 0 0 12 Total revenue-add lines 8 through 11 (must eq ual Part VIII, column (A) , line 12 ) 300,000 205,621 13 14 Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column-(A), line 4) 0 0 20,000 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 0 0 16a b 17 18 19 Professional fundraising fees (P art IX, column (A Ilne 11e) . Total fundraising expenses (Part 1; column (D),^ tine 25) V Other expenses (Part IX, column (A) Ins U.a11d11.f-24e) Total expenses Add Vries) 13-17 (must equal Part I Prdolumn (A), line 25) Revenue less ex p ense sSubtr 'ct linel,1 8 f o ff(llne 2? 0 - -d~ 266,716 266,716 33,284 0 3,194 ;=fir ¢c = - _. Beginning of Current Year cg e9 CD c= 4 20 21 z,L 22 1 Total assets (Part X, line 16)--,. Total liabilities (Part X, In) e_26, Net assets or fund balances Subtract line 21 from line 20 33,284 0 33,284 Signature Block Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of prep-(r, ther than officer) is ba W Sign Here 0 f officer Si na Josh White Type or punt name and title Pnntrrype preparer's name Paid Preparer Use Only Prepare Tea Cantrell, CPA Firm's name ^ CJ BABBIT, CPA, INC I Firm's address ^ 2222 Shadowlake Dr., OKLAHOMA Cll May the IRS discuss this return with the preparer s h ow n abov e'? ( see I For Paperwork Reduction Act Notice , see the separate instructions. HTA 19,884 39,884 165,737 End of Year 199,021 0 199,021 'I, Form 990 (2015) Oklahomans For Public School Excellence , Inc ' Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part Ill. 46-5765171 Pag e 2 E I Briefly describe the organization's mission Raismg_public awareness for issues relating to the public_education state of --------in- the---------------------------------------------------------------------------------------------Oklahoma ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-ET? . E Yes Qx No If "Yes ," describe these new services on Schedule O. Did the organization cease conducting , or make significant changes in how it conducts , any program services? Yes No If "Yes ," describe these changes on Schedule O. Describe the organization ' s program service accomplishments for each of its three largest program services , as measured by expenses . Section 501 ( c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses , and revenue , if any, for each program service reported 3 4 4a (Code _______________ ) ( Expenses $ ___________ 8,903 including grants of $ __________________ ) ( Revenue $ ___________________ Media Production and Buy to raise public awareness for issues relating to the public education in ------------------------------------------------------------------------state of Oklahoma the ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- 4b 20,000_ including grants of $ __________________ ) (Revenue $ (Code. _______________ ) (Expenses $ ---------Grants or other assistance to other Oklahoma charitable organizations ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ 4c (Code _____________ ) (Expenses $ __________________ including grants of $ __________________ ) (Revenue $ ) ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------4d 4e Other program services (Describe in Schedule O ) 0 including grants of $ (Expenses $ 28,903 ^ Total program service expenses 0 ) (Revenue $ 0 Form 990 (2015) "k Form 990 (2015) Oklahomans For Public School Excellence , Inc 46-5765171 Page 3 Checklist of Req uired Schedules Yes I 2 3 4 5 6 7 8 9 10 11 a b c d e Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes," complete Schedule C, Part/. Section 501 ( c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes, " complete Schedule C, Part 11 . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part 111. Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, " complete Schedule D, Part Ill Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt . . . negotiation services? If "Yes, " complete Schedule D, Part IV. . Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes, " complete Schedule D, Part V . . If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes, " complete Schedule D, Part Vl. . . . . . . Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more . . . . . of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part VII. Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part Vlll Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets . . reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Did the organization report an amount for other liabilities in Part X, line 25? If "Yes, " complete Schedule D, Part X . . f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, PartX 12a Did the organization obtain separate, independent audited financial statements for the tax year's If "Yes, " complete Schedule D, Parts Xl and Al b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes,"complete Schedule E . . . 14a Did the organization maintain an office, employees, or agents outside of the United States? . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes, " complete Schedule F, Parts I and IV 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or . . . . . . for any foreign organization? If "Yes, " complete Schedule F Parts 11 and IV 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes, " complete Schedule F, Parts 111 and IV. 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and Ile? If "Yes, "complete Schedule G, Part/ (see instructions). . . . 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on . . . Part VIII, lines lc and 8a? If "Yes," complete Schedule G, Part 11. 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? . If "Yes, " complete Sch edule G, Part 111 I 2 No X X 3 X 4 X 5 X 6 X 7 X 8 X 9 X 10 ``' X 11a X 11b X 11c X 11d 11e X X 11f X 12a X 12b 13 14a X X X 14b X 15 X 16 X 17 X 18 X 19 X Form 9 90 (2015) 11 Form 990 (2015 ) Oklahomans For Public School Excellence , Inc 46-5765171 Page 4 Checklist of Req uired Schedules (continued) Yes • 20a Did the organization operate one or more hospital facilities? If "Yes, " complete Schedule H . b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return's Did the organization report more than $5,000 of grants or other assistance to any domestic organization or 21 domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule/, Parts I and// . . . . 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes, " complete Schedule I, Parts I and W. . . 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated . . . . . . . . . employees? If "Yes, " complete Schedule J 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, " answer lines . . . 24b through 24d and complete Schedule K If "No, "go to line 25a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year . . . . . . to defease any tax-exempt bonds? d Did the organization act as an "on behalf of issuer for bonds outstanding at any time during the year? 25a Section 501(c )( 3), 501 ( c)(4), and 501 ( c)(29) organizations . Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes, " complete Schedule L, Part I b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or . . . . . . 990-EZ? If "Yes, " complete Schedule L, Part I 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons' If "Yes, " complete Schedule L, Part fl . 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons' If "Yes, " complete Schedule L, Part 111 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instruct ions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? If "Yes, " complete Schedule L, Part IV b A family member of a current or former officer, director, trustee, or key employee? If "Yes, " complete . . . Schedule L, Part IV . . . c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, " complete Schedule L, Part IV. 29 Did the organization receive more than $25,000 in non-cash contributions' If "Yes," complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified . . . . conservation contributions' If "Yes," complete Schedule M . . Did the organization liquidate, terminate, or dissolve and cease operations' If "Yes, " complete Schedule N, 31 . . . . . . . . Part l . . . 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? . . . . . If "Yes," complete Schedule N, Part//. . 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 7701-3? If "Yes,"complete Schedule R, Part 1. . . . . 34 Was the organization related to any tax-exempt or taxable entity? If "Yes, " complete Schedule R, Part 11, lll, or IV, and Part V, line 1 . . . . . 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)'? If "Yes,"complete Schedule R, Part V, line 2 36 Section 501(c )( 3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, " complete Schedule R, Part V, line 2. . . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes, " complete Schedule R, Part VI. . . . . 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note . All Form 990 filers are required to complete Schedule 0 20a 20b 21 No X X 22 X 23 X 24a 24b X 24c 24d . 25a X 25b X 26 X 27 X ;-. 28a X 28b X 28c 29 X X 30 X 31 X 32 X 33 X 34 35a X 35b 36 X 37 X 38 X Form 990 (2015) For, 990 (2015) IBM= Oklahomans For Public School Excellence , Inc Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V . 46-5765171 . . . . . Page 5 . Yes 1a b c d e f 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable lb Did the organization comply with backup withholding rules for reportable payments to vendors and reportable . . . . gaming (gambling) winnings to prize winners' Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a . . . If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines la and 2a is greater than 250, you may be required to e-file. (see instructions) Did the organization have unrelated business gross income of $1,000 or more during the year? . If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule 0 At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ----------------------------------------------------------^ If "Yes," enter the name of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FEAR) Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If "Yes" to line 5a or 5b, did the organization file Form 8886-T? . Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions' If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was . . . . required to file Form 8282? 7d If "Yes," indicate the number of Forms 8282 filed during the year Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g h If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 2a b 3a b 4a b 5a b c 6a b 7 a b c 8 9 a b 10 a b 11 a b 12a b 13 a b c 14a b Sponsoring organizations maintaining donor advised funds . Did a donor advised fund maintained by the . . sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. . . Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? Section 501(c )( 7) organizations . Enter 10a . . Initiation fees and capital contributions included on Part VIII, line 12 . 10b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities Section 501(c)( 12) organizations . Enter . . 11a Gross income from members or shareholders Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) . lib Section 4947(a)(1) non -exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041? 12b If "Yes," enter the amount of tax-exempt interest received or accrued during the year Section 501(c )( 29) qualified nonprofit health insurance issuers. . . . Is the organization licensed to issue qualified health plans in more than one state ? Note . See the instructions for additional information the organization must report on Schedule 0 Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13b 13c Enter the amount of reserves on hand . indoor tanning any payments for services year? . organization receive during the tax Did the these payments? If "No,"orowde explanation in Schedule Form 720 to report an 0 If "Yes." has it filed a No - 1c X - _ j X 2b 3a 3b X 4a X "^" • 5a 5b 5c X X 6a `' X 6b X -=;6=l 7a 7b X X 7c X 7e if X X 7 7h X X - A 8 X 9a 9b X r ; r' y 12a 13a "-- ' = 14a 14b X X Form 990 (2015) is Form 990 (2015) Oklahomans For Public School Excellence , Inc 46-5765171 Page 6 Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI . . . . . . . . . . . El Section A. Governing Bodv and Management Yes 1a . Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule 0 1b . b Enter the number of voting members included in line la, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? Did the organization delegate control over management duties customarily performed by or under the direct 3 supervision of officers, directors, or trustees, or key employees to a management company or other person's Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?. 4 Did the organization become aware during the year of a significant diversion of the organization's assets? . 5 . . . Did the organization have members or stockholders' . 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint . one or more members of the governing body's b Are any governance decisions of the organization reserved to (or subject to approval by) members, . . . . . stockholders, or persons other than the governing body'? Did the organization contemporaneously document the meetings held or written actions undertaken during 8 the year by the following . . . a The governing body? b Each committee with authority to act on behalf of the governing body? Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached 9 at the organization's mailinq address? If "Yes, " provide the names and addresses in Schedule 0 No is 2 X 3 4 5 6 X X X X 7a l X 7b l I X X Section B. Policies (This Section B re quests information about policies not re quired b y the Internal Revenue Code ) Yes 10a b 11a b 12a b c 13 14 15 a b 16a b Did the organization have local chapters, branches, or affiliates' If "Yes," did the organization have written policies and procedures governing the activities of such chapters, 10a . affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? Form 990 governing to all members of its body before filing the form? Has the organization provided a complete copy of this Describe in Schedule 0 the process, if any, used by the organization to review this Form 990 Did the organization have a written conflict of interest policy? If "No,"go to line 13. Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," - , . . . . descnbe in Schedule 0 how this was done . . Did the organization have a written whistleblower policy'? . Did the organization have a written document retention and destruction policy? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? The organization's CEO, Executive Director, or top management official . . Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions) Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement . . with a taxable entity during the year's If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard th e organization's exempt status with respect to such arrangements' 10b 11a No X X " 12a 12b 12c 13 14 X X X , _. 15a 15b 16a X 16b X Section C. Disclosure 17 18 19 20 ^ List the states with which a copy of this Form 990 is required to be filed -------------------------------------------------------Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection Indicate how you made these available Check all that a ply Another's website Upon request Other (explain in Schedule 0) Own website Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year ^ State the name, address, and telephone number of the person who possesses the organization's books and records 405-691-4567 OKLAHOMANS FOR PUBLIC SCHOOL EXCELLENCE, IN --------------------------------------------------------------------------------------------------------------------------833 SW 40TH STR. MOORE. OK 73160 Form 990 (2015) Form 990 (2015 ) Oklahomans For Public School Excellence , Inc 46-5765171 Compensation of Officers, Directors , Trustees , Key Employees , Highest Compensated Page 7 Employees , and Independent Contractors Check If Schedule 0 contains a response or note to any line in this Part VII . Section A. . . . . . . . Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization ' s tax year • List all of the organization' s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation Enter -0- in columns (0), (E), and (F) if no compensation was paid. • List all of the organization 's current key employees, if any See instructions for definition of "key employee " • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations • List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations • List all of the organization 's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons ❑ Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (C) (A) Name and Title (B) Average hours per week ( list any hours for related organizations below dotted line) Position (do not check more than one box, unless person is both an officer and a director/trustee o > > o m = -n a 3 0 in 5 7 M m E Pb in p 0 2 m - 9? 2 m 3 m (D ) Reportable compensation from the ( E) Reportable compensation from related organizations (F) Estimated amount of other compensation organization (W-2/1099-MISC ) (W-2/1099-MISC) from the organization and related organizations in CD N 'a [D CL JOSH WHITE SECRETARY 20 00 20 00 X __(2)--------------------------------------------------- ----------------------------------------------------------------- ---------- ------- ------- -- -------------------------------------- ----------------- -------- ---- ---- -------- ----------------------- ------------------- ----- -- ------------- ------------------------- ----------------- -------- - --- -------- --------------------------- --------------------- -------- --------- - ------------------------ ---------------- As-) ------------------------------------------------- ---------------(10^-------------------------------------------------- ---------------(11Z------------------------------------------------_(1 2)-------------------------------------------------- ---------------- _(13) ------------------------------------------------_(1 ---------------- ---------------- -------------------------------------------------- ---------------I Form 990 (2015) Form 990 (2015) Oklahomans For Public School Excellence , Inc 46-5765171 Section A . Officers , Directors, Trustees, Ke y Em p loy ees , and Highest Com p ensated Em to ees continued) Page 8 (c) (B) Average hoursper week (list any hours for (A) Name and title related organizations below dotted line) Position (do not check more than one box , unless person is both an officer and a director/trustee o > > 0 m = g: a 3 (D a o m 2 N m o y m m CD W (D) Reportable compensation from the (E) Reportable compensation from related organizations organization (w-2/1099 - MISC) (F) Estimated amount of other compensation from the organization and related organizations (W- 2/1099-MISC) CD N ID 2 (151------------------------------------------------- ---------------- _(16)-------------------------------------------------- ---------------_(17)------------------------------------------------- ---------------- _(18)-------------------------------------------------- ---------------_ V)------------------------------------------------- ---------------- _( 0_)-------------------------------------------------- ---------------_(21)-------------------------------------------------- ---------------_Q2) -------------------------------------------------- ---------------------------------------------------------------- - I ---------------- _Q4)------------------------------------------------- ---------------- _(25)-------------------------------------------------- ---------------lb c d 2 ^ Sub-total . . . 0 ^ Total from continuation sheets to Part VII , Section A . . 0 ^ Total add lines lb and 1c 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of ^ reportable compensation from the organization 0 3 Did the organization list any former officer, director, or trustee, key employee , or highest compensated employee on line 1 a? If "Yes, " complete Schedule J for such individual . 3 X For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000 If "Yes, " complete Schedule J for such individual 4 X 0 0 0 0 0 0 No 4 -- Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization '? If "Yes, " complete Schedule J for such person Section B . Independent Contractors Complete this table for your five highest compensated independent contractors that received more than $100,000 of 1 compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. 5 (A) Name and business address (B) Description of services PLlR X (C) Compensation 0 0 0 0 2 Total number of independent contractors (including but not limited to those listed above) who received ^ more than $100 , 000 of com p ensation from the org anization 0 I Form 990 (2015) Form 990 (2015) Oklahomans For Public School Excellence , Inc Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part VIII 46-5765171 E (A) Total revenue - (B) Related or exempt function revenue i-' E vi^ E 1a b c d e f o - g h Federated campaigns. Membership dues Fundraising events Related organizations Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above Noncash contributions included in lines la-1f: Total . Add lines la-1f 1a 1b 1c 1d le 0 0 0 0 0 if $ 205,621 2a b c E CD a- P•'3'a;-' ^ Rental income or (loss) d Net rental income or (loss) . 7a Gross amount from sales of assets other than inventory d L d I 0 b c 9a b c 10a b c ^ ^ ^ . ^ e 12 ., " ° «.,,-.., v, :' . ^ Gross income from fundraisin g 0 events ( not including $ of contributions reported on line 1c) See Part IV, line 18 Less direct expenses Net income or (loss ) from fundraising events . Gross income from gaming activities See Part IV, line 19 Less: direct expenses Net income or (loss) from gaming activities . Gross sales of inventory, less returns and allowances . . . . . . . Less: cost of goods sold . Net income or ( loss) from sales of invento ry . -j: -,. s•-:.._. J^ '^ - ^^' 'x. y . ^_. t . 'gam ;r-' max;': 'r '' ';1 YF''- `• € - ;....^ ;:''_ ,.+F; 0 (n) Other 0 w' ;; 2 ` ; M,- ? _ & 0 =,:.:=°z f ri j. p ` `0•_`.'..'C ,,r-t •C .:C'4^'^ ^' 0 ^Zjf" _ "^= 0 0 0 . ^ 'z ate. r' _1 r r, ^ -"SDK -'^.iv pg °^€''J•; ^uti ^C:..J ( ^i.Sr ` C "Y :A µn '1 A^ n u:A e•'{t ^3 'K'- is ' r=,^^: 'y&X^- ' A ti'^)r3 ' "`}s-°^ •^'1 ,f4 it-p+. y .;S.i " ~ 'A ,t l:. ' ;` _ 3 R Z .f 0 1, > ' 0 ^ . ^µ r __,r { rr <~•a KBE r f "., ,.may' '4 0 a b = •f•I x x.:; 'fix ; ; rte" ' ^' 0 ^ ' ' F.y-a^.X`^`" ' ^%a`-r... ^T °•,- s-' , r. a b - -,'- 0 ..`F.' ,'Any V .' %Y •- + yT; ,w-_ ^s E ` .. ', ' + e` d ``-' ,; • , ;.LL ' s;, : r:r •' _^ . ' ` '^;. : T, 0 0 a b . ^ Business Code - 0 - - - -_ - 11 , - a 0 0 0 --------------------------------------------------------------------------------------------All other revenue . Fa <' ,sY fir'"x 0 ( i) Securities Gain or (loss) Net gain or (loss) ' •" J x_ r,^^ ^' yam, ,_ :gam- Less' cost or other basis and sales expenses . Tota l. Add lines 11a-11d Total revenue . See instructions. - E .ray r } "+tT 4' 'F 0 ^' :: ^ 0 0 0 (n) Personal Miscellaneous Revenue 11a b C d 1 0 0 0 0 ' :` :. _°y,^. z.'^t ,'^.^i 8a ^r ` - 01 0 Gross rents c c d a' - . -$r - °- 0 (i) Real b tl ----------------------------------------------- Less rental expenses •+ y 205,621 ----------------------------------------------- b a ---------------- d ----------------------------------------------e ----------------------------------------------f All other program service revenue Total. Add lines 2a-2f. Investment income (including dividends, interest, and 3 other similar amounts) Income from investment of tax-exempt bond proceeds 4 Royalties 5 6a (D) Revenue excluded from tax under sections 512-514 (C) Unrelated business revenue - Business Code > Page 9 . ^ ^ 0 1 -- 0 0 --i 0 Form 990 (2015) Form 990 (2015) Oklahomans For Public School Excellence, Inc 46-5765171 IF701M. Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check If Schedule 0 contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part Vill. 1 2 3 4 5 6 7 8 9 10 11 a b c d Grants and other assistance to domestic organizations domestic governments See Part IV, line 21 Grants and other assistance to domestic Individuals See Part IV, line 22. Grants and other assistance to foreign organizations, foreign governments, and foreign . . individuals. See Part IV, lines 15 and 16 Benefits paid to or for members . . Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . Other salaries and wages Pension plan accruals and contributions (include . . section 401(k) and 403(b) employer contributions) Other employee benefits . Payroll taxes Fees for services (non-employees) . . Management. . Legal . . Accounting . . . . . Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees. . . . 9 Other. (If line 11 g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) . (B) Program service expenses (A) Total expenses Page 10 20,000 20,000 (D) Fundraising expenses (c) Management and general expenses 0 =_ :, 8,903 28,903 0 3,194 Form 990 (2015) Form 990 (2015 ) Oklahomans For Public School Excellence , Inc Balance Sheet 46-5765171 Check if Schedule 0 contains a response or note to any line in this Part X . . ^X (A) Beginning of year Cash-non-interest-bearing . . . Savings and temporary cash investments . . Pledges and grants receivable, net . Accounts receivable, net . . Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L. 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501 (c)(9) voluntary employees' beneficiary . . organizations (see instructions). Complete Part II of Schedule L . . 7 Notes and loans receivable, net . . . . . 8 Inventories for sale or use . . Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment cost or 10a other basis Complete Part VI of Schedule D 10b . . b Less accumulated depreciation . . Investments-publicly traded securities. 11 12 Investments-other securities See Part IV, line 11 . Investments-program-related. See Part IV, line 11 13 14 Intangible assets. . . 15 Other assets. See Part IV, line 11 . 16 Total assets . Add lines 1 throu g h 15 ( must eq ual line 34) . . . 17 Accounts payable and accrued expenses . . . . 18 Grants payable . 19 Deferred revenue . . Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV of Schedule D 22 Loans and other payables to current and former officers, directors , trustees , ke y em p lo y ees , hi g hest com p ensated em p lo y ees , and disqualified persons Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated third parties . 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete . . . . Part X of Schedule D . 26 Total liabilities . Add lines 17 throu g h 25 U) V) a H -J M Organizations that follow SFAS 117 (ASC 958 ), check here com p lete lines 27 through 29 , and lines 33 and 34 . ^ 27 28 29 Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets . 30 31 32 33 34 ^ and Organizations that do not follow SFAS 117 (ASC958), check here com p lete lines 30 throu g h 34 . . Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds . . . . Total net assets or fund balances assets/fund balances liabilities net Total and 0 Q Z . (B) End of year 33,284 1 2 3 4 5 Page 11 0 0 1 2 3 4 199,021 0 0 5 • Y^ _ -•. ' ~- fi^, • a .." _. ^ • -•^an=rteY:- $ x:;..1 7^.;.^.- . ^^• - ^_ ^^ ^^__;___ ^ ^, 6 0 7 0 8 9 ^. W , •;.. zit ;7 = : • ^.. 0 " 0 0 10c 0 11 0 12 0 13 0 14 0 15 33,284 16 17 18 19 20 21 Y"=`z'r Y':` y' 0 0 ;=• 22 23 24 0 0 25 26 33,284 27 28 29 0 0 0 0 0 0 199,021 :>=' _''^ 0 0 0 0 and -_ . `>_. ___ _• . . ;. '' _ 199,021 T-1 I 33,284 33 , 284 30 31 32 33 34 =;' 199,021 199 , 021 Form 990 (2015) g Form 990 (2015) Oklahomans For Public School Excellence , Inc Reconciliation of Net Assets 46-5765171 Check if Schedule O contains a response or note to any line in this Part XI . . . . . . Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Net unrealized gains (losses) on investments . . . Donated services and use of facilities . . Investment expenses Prior period adjustments . . Other changes in net assets or fund balances (explain in Schedule 0) . . . Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column (B)) 1 2 3 4 5 6 7 8 9 10 Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Pa rt XII . . . . . . . . . . Page 12 . 1 2 3 4 5 6 7 8 9 205,621 39,884 165,737 33,284 10 199,021 . . . . . . E No 1 2a X] Cash Accrual Accounting method used to prepare the Form 990 . 0 Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 Were the organization ' s financial statements compiled or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis , consolidated basis , or both QX Separate basis b D Consolidated basis Both consolidated and separate basis Were the organization ' s financial statements audited by an independent accountants . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis , consolidated basis , or both Consolidated basis ElSeparate basis El Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit , review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133 . b If "Yes ," did the organization undergo the required audit or audits ' If the organization did not undergo the required audit or audits , explain why in Schedule 0 and describe any steps taken to undergo such audits X X X 3b I LL Form 990 (2015) SCHEDULE A (Form 990 or 990-EZ) OMB No 1545-0047 Public Charity Status and Public Support 2015 Complete if the organization is a section 501(c)(3) organization or a section 4947( a)(1) nonexempt charitable trust. ^ Attach to Form 990 or Form 990-EZ. Department of the Treasury Int-1 R, v n up SPniir ^ Employer identification number Name of the organization 46-5765171 For Public School Excellence, Inc MNM Reason for Public Charity Status (All organizations must complete this part.) See instructions. The or anization is not a private foundation because it is (For lines 1 through 11, check only one box ) A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 1 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ) ) A hospital or a cooperative hospital service organization described in section 170(b )(1)(A)(iii). 3 F] A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii) Enter the hospital's name, city, and state -----------------------------------------------------------------------------------------------------El An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170 (b)(1)(A)(iv). (Complete Part II.) 4 5 6 A federal, state, or local government or governmental unit described in section 170 (b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b )(1)(A)(vi). (Complete Part ll ) A community trust described in section 170 (b)(1)(A)(vi). (Complete Part II ) Q An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions-subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509 (a)(2). (Complete Part III ) 8 9 An organization organized and operated exclusively to test for public safety See section 509(a)(4). 10 FlAn organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509 (a)(1) or section 509 (a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g 11 a b c d e f g Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. EJ Type ll. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization( s) You must complete Part IV, Sections A and C. El Type III functionally integrated . A supporting organization operated in connection with, and functionally integrated with. Its supported organization( s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non -functionally integrated . A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization . . . . I Enter the number of supported organizations . . . Provide the following information about the supported organization(s) (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? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No (A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990-EZ. HTA 0 0 Schedule A (Form 990 or 990-EZ) 2015 Schedule A ( Form 990 or 990-EZ) 2015 Oklahomans For Public School Excellence , Inc 46-5765171 Support Schedule for Organizations Described in Sections 170(b )( 1)(A)(iv) and 170 (b)(1)(A)(vi) Pa g e 2 (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public SuDoort Calendar year ( or fiscal year beginning in) ( a ) 2011 ( b) 2012 ( c ) 2013 (d ) 2014 (e ) 2015 Total I Gifts , grants , contributions, and membership fees received (Do not include any " unusual grants ") . 0 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . 0 The value of services or facilities furnished by a governmental unit to the organization without charge 0 3 4 5 6 Total . Add lines 1 through 3 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) Public su pport . Subtract line 5 from line 4 Section B . Total Su pp ort Calendar year ( or fiscal year beginning in ) 11117 Amounts from line 4. 81 0 0 '^?%*y§.°`^1,^.:?_ at^.a. ? I•'t t'.ij; 3^ ^: . 3 0 0 :. a_ ,r , ^I-' ^ j y '^4b Y.' ' - 0 . ' - • ^- J: P` 4 ^ z ,s sai 0 ( e ) 2015 0 Total 0 0 Gross income from interest , dividends, payments received on securities loans, rents , royalties and income from similar sources 9 0 . 0 Net income from unrelated business activities , whether or not the business is regularly carried on . 0 10 Other Income Do not include gain or loss from the sale of capital assets (Explain in Part VI) . 0 11 12 13 Total su pport. Add lines 7 throu g h 10 Gross receipts from related activities , etc (see instructions) . . . . 12 First five years . If the Form 990 is for the organization ' s first , second , third, fourth , or fifth tax year as a section 501(c)(3) organization , check this box and stop here . . 0 ^ Section C . Com p utation of Public Su pp ort Percenta g e 14 15 Public support percentage for 2015 (line 6, column (f) divided by line 11 , column (f)) Public support percentage from 2014 Schedule A , Part II, line 14 . . . 14 15 000% 000% 16a 33 1 13% support test-2015 . If the organization did not check the box on line 13, and line 14 is 33 1 /3% or more, and stop here . The organization qualifies as a publicly supported organization . . . . ^ b 33 1 /3% support test-2014 . If the organization did not check a box on line 13 or 16a , and line 15 is 33 1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization . . ^ El 17a 10%-facts -and-circumstances test-2015 . If the organization did not check a box on line 13, 16a, or 16b , and line 14 is 10% or more , and if the organization meets the "facts- and-circumstances " test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization b 10%-facts-and-circumstances test-2014 . If the organization did not check a box on line 13, 16a , 16b, or 17a, and line 15 is 10% or more, and If the organization meets the "facts-and-circumstances " test, check this box and stop here . Explain in Part VI how the organization meets the "facts-and-circumstances " test The organization qualifies as a publicly supported organization . . . . . . 18 Private foundation . If the organization did not check a box on line 13 , 16a, 16b , 17a, or 17b, check this box and see instructions El . . ^ El ^ LI Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Oklahomans For Public School Excellence , Inc 46-5765171 Pa g e 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) SPCtinn A- Public Sunnort Calendar year ( or fiscal year beginning in) I Gifts, grants , contributions , and membership fees 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 4 Tax revenues levied for the organization's benefit and either paid to or expended on (b) 2012 (a ) 2011 ( c ) 2013 ( d ) 2014 received (Do not include any "unusual grants ") (e) 2015 Total 205,000 300,000 5 05,000 0 unrelated trade or business under section 513 0 0 its behalf The value of services or facilities furnished by a governmental unit to the organization without charge 5 0 0 Total. Add lines 1 through 5 6 0 0 300,000 205,000 505,000 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 0 0 `"T= 4r Section B . Total Su pport Calendar year ( or fiscal year beginning in) 9 Amounts from line 6 . . 9z y t8 H'^. w:3 2 _ r:r,^p: . "! _°' ,""^ 0 ,z j ^;s '"~ '`* 'e 0 x y' . „€,i. :4* 'rY^^s1 ' 'i ^l . a^K« ( b ) 2012 ( a ) 2011 0 0 c 2013 0 0 *'.t ( d ) 2014 300,000 0 0 0 rs;. "s F H y? 't 505,000 ( e) 2015 205,000 Total 505,000 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 1Ob 11 12 13 0 0 0 0 0 0 0 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on . Other Income. Do not include gain or loss from the sale of capital assets . . (Explain in Part VI) Total support. (Add lines 9, 10c, 11, and 12 ) . . 14 0 . . 0 0 0 0 0 300,000 205,000 , First five years . If the Form 990 is for the organization's first , second , third, fourt h, or fifth tax year as a section 501(c) (3) organization , check this box and stop here 505,000 ^ 1 Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) Section D. Com p utation of Investment Income Percenta g e . . 17 . . 17 Investment income percentage for 2015 (line 1 Oc, column (f) divided by line 13, column (f)) 18 . . . . . 18 Investment income percentage from 2014 Schedule A, Part III, line 17 19a 33 113% support tests-2015 . If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly suppprted organization b 33 1 /3% support tests-2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and . . line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . 000% 000% ^ ^ LI ^ Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Fo rm 990 or 990- EZ) 2015 LEM I Oklahomans For Public School Excellence, Inc Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations Q Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 See instructions. All other Tvoe III non-functionally Integrated sunnortlna oroanizations must complete Sections A through F Section A - Adjusted Net Income 1 Net short-term ca pital g ain 2 Recovenes of p rior-year distributions 3 Other g ross income ( see instructions ) 4 Add lines 1 throu g h 3 5 De p reciation and de p letion 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of p ro p erty held for production of income ( see instructions) 7 Other ex p enses ( see instructions ) 8 Adjusted Net Income ( subtract lines 5, 6 and 7 from line 4) 1 2 3 4 5 Section C - Distributable Amount 0 6 7 8 Section B - Minimum Asset Amount I Aggregate fair market value of all non-exempt-use assets (see Instructions for short tax y ear or assets held for part of year) a Averag e monthl y value of securities b Averag e monthl y cash balances c Fair market value of other non-exem pt-use assets d Total (add lines la, 1b, and 1c e Discount claimed for blockage or other factors ( ex p lain in detail in Part VI ) 2 Acq uisition indebtedness a pplicable to non-exem pt-use assets 3 Subtract line 2 from line 1d 4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions ) 5 Net value of non-exem pt-use assets ( subtract line 4 from line 3 ) 6 Multi p l y line 5 by 035 7 Recoveries of p rior- y ear distributions 8 Minimum Asset Amount ( add line 7 to line 6) (B) Current Year (optional) (A) Prior Year 0 0 (A) Prior Year 1a 1b 1c 1d 0 (B) Current Year ( o ptional ) 0 0 `k-=°; ^;^ : i•• r W - ° -: ; <'= 2 3 0 0 4 5 6 7 8 0 0 0 0 0 0 0 0 0 0 i Current Year I I Ad j usted net income for p rior year ( from Section A, line 8, Column A) 2 2 Enter 85% of line 1 3 Minimum asset amount for p rior y ear (from Section B, line 8, Column A) 3 4 Enter g reater of line 2 or line 3 4 5 Income tax im posed in prior y ear 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to 6 ^V"' emerg en cy tem pora ry reduction (see instructions ) 7 U Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) 0 0 0 0 0 Schedule A (Form 990 or 990 - EZ) 2015 Oklahomans For Public School Excellence , Inc Schedule A (Form 990 or 990 -EZ) 2015 46-5765171 Pa g e 7 Tvoe III Non - Functionally Integrated 509(a )( 3) Suaaortina Organizations (continued) Current Year Section D - Distributions 1 Amounts paid to su pp orted org anizations to accom p lish exem pt p urp oses 2 Amounts paid to perform activity that directly furthers exempt purposes of supported org anizations, in excess of income from activi ty 3 Administrative ex penses paid to accom p lish exem pt p urp oses of su pported org anizations 4 Amounts paid to acq uire exem pt-use assets 5 Qualified set-aside amounts (p rior IRS a pp roval req uired ) 6 Other distributions ( describe in Part VI ) See Instructions. 7 Total annual distributions . Add lines 1 throu g h 6 8 Distributions to attentive supported organizations to which the organization is responsive (p rovide 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 ) Excess Distributions Distributable amount for 2015 from Section C, line 6 Underdlstnbutions, if any, for years prior to 2015 ( reasonable cause req uired-see instructions E xcess d is t ri b u t ions carry o ver, i f an to 2015 1 2 3 ^+ a b c d e If h i 4 a b c 5 6 7 8 a b c d e ^ - ^ r r• . f a l §x = : u ___ En rS-i _ _ _$P - =1, ^ - ' Gin S; #_, «" •, o ' :1»i«= x. -_az -' .. 7tz'Y'^`Y ,a,}A d§6' ra: - a . s ' .r -IL -,r_• ' _: _ n• ^.t '^ =s, ^`, -'c - 4 a• ^A. `k. . x. _ -t"F 't F,%% - .^r Y 1,"`s •s,.a :• 0 a •a.' F rom 2013 0 .F: From 2014 Total of lines 3a throu g h e ^`• '"r• f^`^=.° ^^' °"^ ` App lied to underdistributions of p rior y ears App lied to 2015 distributable amount C arry over from 2010 no t a pp li e d ( see ins t ruct ions) R emain d er S u b trac t l ines 3 3h , an d 3 1 f rom 3f Distributions for 2015 from Section 0 D, line 7 App lied to underdistributions of p rior years 3 . a's' .d;` ^^n?' z 4. iLe,= ^ A pp l ie d t o 2015 d is t ri b u t a bl e am o u nt R ema i n d er S u bt rac t l ine s 4a an d 4b from 4 Remaining underdistributions for years prior to 2015, if •, - ° any S u bt rac t l ines 3 g an d 4a f ro m l i ne 2 (if amount g reater than zero, see instructions ) Remaining underdistributions for 2015 Subtract lines 3h and 4b from line 1 (if amount greater than zero , see Instructions Excess distributions carryover to 2016 . Add lines 3j an d 4 c B rea kd own o f l ine 7 '^=-:'^3. - vy x u ' a .^ _ 'i 1 x"`^^j +p, .a-:.^ §'•.' r'a}x :mom. 0 0 l f Z" 0 ^a 0 0 PAS' Excess from 2013 Excess from 2014 Excess from 2015 (iii) Distributable Amount for 2015 (ii) Underdistributions Pre-2015 ,• • _ ' '^^:=:1 ^. `- r `' 0 0 000 0 ..^ .5i ^; w vi ' a 'a 0 :a- 0 0 0 Schedule A (Form 990 or 990-EZ) 2015 Grants and Other Assistance to Organizations, SCHEDULE I OMB No Governments, and Individuals in the United States (Form 990 ) 1545-0047 ^0 5 Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Department of the Treasury Internal Revenue Service Name of the organization ^ Attach to Form 990 . • • ' ^ Information about Schedule I ( Form 990 ) and its instructions is at www. irs. ov/form990. • • ' Employer identification number • • 46-5765171 Oklahomans For Public School Excellence , Inc General information on Grants and Assistance 1 2 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the org anization's procedures for monitorin g the use of g rant funds in the United States CMff XQ Yes No Grants and Other Assistance to Domestic Organizations and Domestic Governments . Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient that received more than $5,000 Part II can be duplicated if additional space is needed 1 (a) Name and address of organization or government (b) EIN (c ) IRC section if applicable ( d) Amount of cash grant FOR EXCELL -(1)-OK-FOUNDATION ---------------------------------101 Park Ave. , Suite 420 OKLAHOMA 23-7024262 501 ( c )( 3 ) 5 , 000 (2)-REGIONAL-FOOD BANK OF OKL ---------------------------------POB 270968 OKLAHOMA CITY OK 7 73-1100380 501 ( c )( 3 ) 15 , 000 (e) Amount of noncash assistance (f) Method of valuation (book , FMV, appraisal, other) ( g) Description of non-cash assistance (h) Purpose of grant or assistance (3) ------------------------------------(4) ------------------------------------- _ ( 6) ---------------------------------- _ (6) ---------------------------------- (7) ------------------------------------I6) ------------------------------------(9) ------------------------------------(10) ------------------------------------ (11) -----------------------------------(12) 2 3 Enter total number of section 501(c)(3) and government organizations listed in the line I table Enter total number of other organizations listed in the line 1 table For Paperwork Reduction Act Notice , see the Instructions for Form 990. HTA ^ ^ 2 0 Schedule I (Form 990) (2016) SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ OMB No 1545-0047 (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. G^j O 1 5 (^ Department of the Treasury Internal Revenue Service ^ ^ Attach to Form 990 or 990 -EZ. Information about Schedule 0 (Form 990 or 990 - EZ) and its instructions is at www.irs.gov1form990. Name of the organization Oklahomans For Public School Excellence, Inc • . . - Employer identification number 146-5765171 Form 990, Part X, Section 1, Line 34 balances ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. HTA Schedule 0 (Form 990 or 990 -EZ) (2015)