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Nonprofiteer
← MORNINGCREST HEALTHCARE FOUNDATION

Form 990 for tax year 2023

Filed by MORNINGCREST HEALTHCARE FOUNDATION.

Totals

Total revenue
$4,197,010
Total expenses
$3,925,112
Contributions and grants received
$61,818
Grants paid
$3,221,900
Program service revenue
$0
Investment income
$3,944,662
Other revenue
$190,530
Total assets, end of year
$103,254,402
Total liabilities, end of year
$3,168,356
Net assets or fund balances, end of year
$100,086,046
Program services expenses (Part IX)
$3,280,784
Management and general expenses
$644,328
Fundraising expenses
$0
Program service expenses (Part III)
$3,280,784

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $61,818

  • 1g · Noncash contributions included above

    $53,440

  • 3 · Investment income

    total $2,924,872 · excluded $2,924,872

  • 5 · Royalties

    total $186,891 · excluded $186,891

  • 7a · Gross sales of assets other than inventory

    securities $3,378,729

  • 7b · Less cost or other basis and sales expenses

    securities $2,358,939

  • 7c · Gain or loss

    securities $1,019,790

  • 7d · Net gain or loss

    total $1,019,790 · excluded $1,019,790

  • 11a · Other revenue: OTHER INCOME

    total $3,639 · related or exempt $3,639

  • 11e · Other revenue, total

    $3,639

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,221,900 · program services $3,221,900

  • 5 · Compensation of officers, directors and key employees

    total $219,170 · program services $54,793 · management and general $164,377

  • 7 · Other salaries and wages

    total $58,862 · management and general $58,862

  • 8 · Pension plan contributions

    total $12,610 · management and general $12,610

  • 9 · Other employee benefits

    total $12,957 · management and general $12,957

  • 10 · Payroll taxes

    total $16,365 · program services $4,091 · management and general $12,274

  • 11b · Fees: legal

    total $1,674 · management and general $1,674

  • 11c · Fees: accounting

    total $24,600 · management and general $24,600

  • 11f · Fees: investment management

    total $79,021 · management and general $79,021

  • 11g · Fees: other

    total $6,081 · management and general $6,081

  • 13 · Office expenses

    total $4,605 · management and general $4,605

  • 16 · Occupancy

    total $19,192 · management and general $19,192

  • 21 · Payments to affiliates

    total $103,254 · management and general $103,254

  • 22 · Depreciation, depletion and amortization

    total $89,441 · management and general $89,441

  • 23 · Insurance

    total $24,126 · management and general $24,126

  • 24a · Other expenses: PROPERTY TAX ON LAND HE

    total $31,254 · management and general $31,254

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $971,316 · end of year $890,535

  • 2 · Savings and temporary cash investments

    beginning of year $204,601 · end of year $204,894

  • 4 · Accounts receivable

    beginning of year $551,273 · end of year $463,521

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,570 · end of year $24,453

  • 10a · Land, buildings and equipment: cost or other basis

    $2,109,709

  • 10c · Land, buildings and equipment, net

    beginning of year $2,109,709 · end of year $2,109,709

  • 11 · Investments: publicly traded securities

    beginning of year $87,786,641 · end of year $99,201,601

  • 15 · Other assets

    beginning of year $1,845,297 · end of year $359,689

  • 17 · Accounts payable and accrued expenses

    beginning of year $725,058 · end of year $678,357

  • 18 · Grants payable

    beginning of year $3,936,666 · end of year $2,489,999

  • 27 · Net assets without donor restrictions

    beginning of year $88,809,683 · end of year $100,086,046

Mission and programs · 2023

Mission

TO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS OF THE TULSA, OKLAHOMA METROPOLITAN STATISTICAL AREA WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICES.

Activities or mission (Part I)

TO SUPPORT CONTINUOUS IMPROVEMENT OF THE HEALTH STATUS OF RESIDENTS WITH PRIMARY FOCUS ON INDIGENT HEALTHCARE AND WOMEN'S AND CHILDREN'S HEALTH SERVICES.

  • A $600,000 GRANT WAS MADE TO LIFE SENIOR SERVICES AS PART OF A CAPITAL CAMPAIGN TO ACQUIRE AND RENOVATE A 39,000 SQUARE FOOT BUILDING THAT WILL HOUSE VARIOUS SENIOR PROGRAMS. THE TOTAL CAMPAIGN WAS IN EXCESS OF $13,000,000. THE NEW LOCATION WILL PROVIDE SERVICES TO MORE THAN 1,300 CLIENTS.

    Expenses $600,000 · Grants $600,000

  • A $352,000 GRANT WAS MADE TO COMMUNITY HEALTH CONNECTION WHICH IS A FEDERALLY QUALIFIED HEALTH CLINIC. THE GRANT PROVIDED FUNDS TO SUPPORT A NEW HEALTHCARE TEAM TO INCLUDE A PHYSICIAN AND FOUR SUPPORT PERSONNEL. THE NEW TEAM IS EXPECTED TO BE ABLE TO PROVIDE MEDICAL SERVICES TO APPROXIMATELY 700-1000 INDIVIDUALS PER YEAR.

    Expenses $352,000 · Grants $352,000

  • A $300,000 GRANT WAS MADE TO TULSA COMMUNITY FOUNDATION TO PROVIDE THREE YEARS OF SUPPORT FOR THE TAKE CONTROL INITIATIVE PROGRAM. THIS PROGRAM FUNDS CLINICAL SERVICES FOR ALL METHODS OF BIRTH CONTROL FOR AREA LOW INCOME WOMEN AND TEENS. OVER 800 WOMEN RECEIVE SERVICES EACH YEAR.

    Expenses $300,000 · Grants $300,000

  • A $250,000 GRANT WAS MADE TO MENTAL HEALTH ASSOCIATION OKLAHOMA FOR A MOBILE MEDICAL INTERVENTION TEAM. A $200,000 GRANT WAS MADE TO TULSA COMMUNITY FOUNDATION TO SUPPORT THE TULSA BIRTH EQUITY INITIATIVE. A $200,000 GRANT WAS MADE TO HEALTH OUTREACH PREVENTION ED. TO PURCHASE AND RENOVATE A NEW BUILDING. A $175,000 GRANT WAS MADE TO PROJECT ORPHANS DBA TULSA GIRLS HOME FOR COUNSELING SERVICES AND CAPITAL NEEDED FOR A NEW TRANSITION HOME. A $150,000 GRANT WAS MADE TO OKLAHOMA PROJECT WOMEN TO PROVIDE BREAST HEALTHCARE FOR UNINSURED AREA WOMEN. A $150,000 GRANT WAS MADE TO OKLAHOMA ASSOC. OF CONSERVATION DISTRICTS FOR A FOOD AS MEDICINE PROGRAM. A $125,000 GRANT WAS MADE TO AMPLIFY, INC. TO FUND SEXUAL HEALTH EDUCATION ACTIVITIES. A $102,500 GRANT WAS MADE TO TOWN & COUNTRY SCHOOL TO BUILD A NEW NURSE OFFICE. A $100,000 GRANT WAS MADE TO LITTLE LIGHT HOUSE FOR THEIR DEVELOPMENTAL CENTER PROGRAM. A $89,400 GRANT WAS MADE TO UNIVERSITY OF OKLAHOMA FOUNDATION FOR A FOOD AS MEDICINE PROGRAM. A $85,000 GRANT WAS MADE TO PARKSIDE PSYCHIATRIC HOSPITAL & CLINIC FOR SECURITY EQUIPMENT. A $75,000 GRANT WAS MADE TO TULSA CARES TO SUPPORT THEIR HEPATITIS C PROGRAM. A $60,000 GRANT WAS MADE TO GOOD SAMARITAN HEALTH SERVICES TO SUPPORT A WOMEN'S HEALTH CLINIC. A $50,000 GRANT WAS MADE TO HEARTS FOR HEARING FOUNDATION TO SUPPORT THE TULSA CLINIC PROVIDING SERVICES TO HEARING IMPAIRED CHILDREN. A $48,000 GRANT WAS MADE TO PLANNED PARENTHOOD GREAT PLAIN TO UPGRADE SECURITY EQUIPMENT AT THE TULSA HEALTH CENTER. A $30,000 GRANT WAS MADE TO CLAREHOUSE, INC. FOR HOSPICE CARE. A $30,000 GRANT WAS MADE TO 1ST STEP MALE DIVERSION PROGRAM TO FUND COUNSELING SERVICES. A $30,000 GRANT WAS MADE TO FLOURISH HOMES TO FUND COUNSELING SERVICES. A $20,000 GRANT WAS MADE TO MEALS ON WHEELS FOR SENIOR MEAL DELIVERY.

    Expenses $2,028,784 · Grants $1,969,900

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Susannah H Adelson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Michael E Bartlett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6

  • Sharon J Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Lisa Z Clark

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.4

  • David L Cleveland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6

  • Syeachia N Dennis MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Michelle Escala MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Roger V Haglund MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6

  • Elizabeth K Hall

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Teresa Hardesty Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Wh Helmerich IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6

  • Michael P Lapolla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Dawn M Moody

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.4

  • Marc S Milsten MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.6

  • Sarah-Anne Schumann MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.4

  • Aaron J Spoon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gregory C Foland

    EXECUTIVE DIRECTOR

    Total calculated
    $219,170
    From this org
    $176,096
    From related orgs
    $0
    Other
    $43,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,096
    Bonus
    $0
    Other
    $0
    Deferred
    $5,334
    Nontaxable benefits
    $37,740
    Filer's total
    $219,170

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE PRESIDENT IN CONSULTATION WITH OTHER DIRECTORS ESTABLISH THE EXECUTIVE DIRECTORS COMPENSATION. THE GRANTMAKER SALARY AND BENEFITS REPORT PUBLISHED BY THE COUNCIL ON FOUNDATIONS IS PROVIDED FOR COMPARISON PURPOSES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CHILDREN'S MEDICAL CENTER FOUNDATION LLC

    PHILANTHROPY · OK · income $13,229 · assets $370,682

    Directly controlled by MORNINGCREST HEALTHCARE FOUNDATION

  • MORNINGCREST HEALTHCARE LLC

    ADMINISTRATION OF WORKERS COMPENSATION PLAN · OK · income -$919 · assets $819,761

    Directly controlled by MORNINGCREST HEALTHCARE FOUNDATION

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202423129349304622

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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