2023-11-14T08:20:47-06:00 2022-12-31 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2022-01-01 204707442 OKLAHOMA ENERGY EDUCATION FOUNDATION OKLA 4056012876 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 BROOK A SIMMONS EXECUTIVE DIRECTOR 4056012876 2023-11-13 1 BROOK SIMMONS 999009999 0 REBECCA A RODRIGUEZ P01073764 2108286281 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BROOK A SIMMONS 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 260669 0 X N/A X 2006 OK TO RAISE PUBLIC AWARENESS OF ENERGY ISSUES, TO EDUCATE THE GENERAL PUBLIC OF THE IMPORTANCE OF THE OIL AND GAS INDUSTRY, TO ENCOURAGE THE EFFICIENT USE OF ENERGY, PROMOTE ENVIRONMENTALLY SOUND PRODUCTION METHODS AND TECHNOLOGIES AND TO PROMOTE THE TRANSFER OF ENERGY TECHNOLOGY. 5 5 0 5 129288 0 22217 0 276064 258364 90 2305 0 0 298371 260669 25000 0 0 0 15000 15000 0 0 0 419172 505230 459172 520230 -160801 -259561 5891209 5631648 0 0 5891209 5631648 X TO RAISE PUBLIC AWARENESS OF ENERGY ISSUES, TO EDUCATE THE GENERAL PUBLIC OF THE IMPORTANCE OF THE OIL AND GAS INDUSTRY, TO ENCOURAGE THE EFFICIENT USE OF ENERGY, PROMOTE ENVIRONMENTALLY SOUND PRODUCTION METHODS AND TECHNOLOGIES AND TO PROMOTE THE TRANSFER OF ENERGY TECHNOLOGY. 0 0 257832 129076 TO RAISE PUBLIC AWARENESS OF ENERGY ISSUES, TO EDUCATE THE GENERAL PUBLIC OF THE IMPORTANCE OF THE OIL AND GAS INDUSTRY, TO ENCOURAGE THE EFFICIENT USE OF ENERGY, PROMOTE ENVIRONMENTALLY SOUND PRODUCTION METHODS AND TECHNOLOGIES AND TO PROMOTE THE TRANSFER OF ENERGY TECHNOLOGY. 257832 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 6 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X TERESA YODER - VP OF FINANCE 4056012876 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 DAVID D LE NORMAN CHAIRMAN 1.00 20.00 X X 0 0 0 CHAD MCDOUGALL TREASURER 0.50 10.00 X X 0 0 0 SEAN FLYNN BOARD MEMBER 0.50 X 0 0 0 TIM HALEY BOARD MEMBER 0.50 X 0 0 0 ALLEN WRIGHT BOARD MEMBER (UNTIL 12/31/2022) 0.50 X 0 0 0 BROOK A SIMMONS EXECUTIVE DIRECTOR 15.00 45.00 X 15000 351684 16926 15000 351684 16926 0 0 1 0 0 RENTAL REVENUE 531120 258364 129076 129288 258364 2305 2305 260669 129076 129288 2305 X 15000 15000 1100 1100 60766 60766 4872 1662 3210 240746 132410 108336 169783 93381 76402 21964 12080 9884 MISCELLANEOUS 5999 3299 2700 520230 257832 262398 0 707833 616860 6782998 1768210 5183376 5014788 5891209 5631648 0 0 X 5633934 5631648 257275 0 5891209 5631648 5891209 5631648 -259561 0 X X 0 1 X 1 0 X X 1 THE PETROLEUM ALLIANCE OF OKLAHOMA INC 730667344 10 0 112096 0 1 112096 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: OKLAHOMA ENERGY EDUCATION FOUNDATION (OEEF) HAS AN HISTORIC AND CONTINUOUS RELATIONSHIP WITH ITS SUPPORTED ORGANIZATION, THE PETROLEUM ALLIANCE OF OKLAHOMA, INC (THE ALLIANCE). OEEF OPERATES IN CONJUNCTION WITH THE ALLIANCE BY PROVIDING OFFICE SPACE AND ADMINISTRATIVE SUPPORT TO FURTHER THE ORGANIZATIONS' SHARED INTERESTS. THE ALLIANCE EXISTS TO PROMOTE THE OKLAHOMA OIL INDUSTRY. OEEF FURTHERS THE CHARITABLE PURPOSE OF THE ALLIANCE BY RAISING PUBLIC AWARENESS OF ENERGY ISSUES, EDUCATING THE GENERAL PUBLIC OF THE IMPORTANCE OF THE OIL AND GAS INDUSTRY, ENCOURAGING THE EFFICIENT USE OF ENERGY, PROMOTING ENVIRONMENTALLY SOUND PRODUCTION METHODS AND TECHNOLOGIES, AND PROMOTING THE TRANSFER OF ENERGY TECHNOLOGY. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 2: OEEF'S SUPPORTED ORGANIZATION, THE PETROLEUM ALLIANCE OF OKLAHOMA, HAS AN IRS DETERMINATION OF STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(6). THE ALLIANCE HAS DETERMINED THAT IT WOULD BE DESCRIBED IN SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). OEEF MAINTAINS IN ITS RECORDS A COPY OF THE PRO FORMA FORM 990, SCHEDULE A, PART III PUBLIC SUPPORT TEST CALCULATION PREPARED BY THE PETROLEUM ALLIANCE OF OKLAHOMA, INC. ON AN ANNUAL BASIS. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3B: SEE DISCLOSURE FOR FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 2. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3C: SEE DISCLOSURE FOR FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1. THE SUPPORTED ORGANIZATION'S DIRECTORS AND OFFICERS SHARE RESPONSIBILITY IN THE MANAGEMENT, SUPERVISION, AND OPERATION OF THE SUPPORTING ORGANIZATION, INCLUDING ENSURING THAT ALL SUPPORT TO THE UNIVERSITY OF OKLAHOMA IS USED EXCLUSIVELY FOR SECTION 170(C)(2)(B) PURPOSES. FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 1: OEEF WAS CREATED TO BENEFIT THE PETROLEUM ALLIANCE OF OKLAHOMA, INC. THE ALLIANCE EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE CONDUCT OF OEEF THROUGH ITS REPRESENTATION ON OEEF'S BOARD OF DIRECTORS. IN 2022, THREE OF OEEF'S SIX DIRECTORS ALSO SERVED ON THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE ALLIANCE. IN ADDITION, THE PRESIDENT OF THE ALLIANCE IS ALSO THE PRESIDENT OF OEEF. THESE INDIVIDUALS SHARE RESPONSIBILITY IN THE MANAGEMENT, SUPERVISION, AND OPERATION OF THE FOUNDATION. FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2: OKLAHOMA ENERGY EDUCATION FOUNDATION IS SUPERVISED AND OPERATED BY ITS SUPPORTED ORGANIZATION, THE PETROLEUM ALLIANCE OF OKLAHOMA. OEEF CARRIES OUT THE PURPOSES OF THE ALLIANCE BY PROVIDING GRANTS TO THE UNIVERSITY OF OKLAHOMA, A UNIVERSITY DESCRIBED IN IRC 511(A)(2)(B). 501363 501363 5990645 1512805 4477840 216000 180415 35585 74990 74990 0 5014788 X PART X, LINE 2: AS THE ORGANIZATION REPORTS ON THE MODIFIED CASH BASIS OF ACCOUNTING, THE ORGANIZATION ONLY CONSIDERS THE DISCLOSURE IMPACT OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE IN THE FOOTNOTES TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 0 0 0 0 0 0 0 0 0 BROOK A SIMMONS EXECUTIVE DIRECTOR 15000 286684 0 65000 0 0 0 0 0 16926 15000 368610 0 0 FORM 990, PART V, LINE 2A: THE NUMBER OF EMPLOYEES REPORTED ON PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES OF THE FILING ORGANIZATION DURING TAX YEAR 2022. THE EMPLOYEES WERE REPORTED ON FORM W-3 BY PETROLEUM ALLIANCE OF OKLAHOMA, INC. (FEIN 73-0667344), A CONTROLLING RELATED ENTITY. SIMILARLY, THE SALARY EXPENSES REFLECTED ON FORM 990, PART IX FOR THIS PERIOD WERE ALL REPORTED ON THE FORM 941, EMPLOYER'S QUARTERLY FEDERAL TAX RETURN, OF PETROLEUM ALLIANCE OF OKLAHOMA, INC. AND REIMBURSED TO PETROLEUM ALLIANCE OF OKLAHOMA, INC. BY OKLAHOMA ENERGY EDUCATION FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND MEMBER OF THE BOARD IS REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. INDIVIDUALS WITH A CONFLICT OF INTEREST DO NOT PARTICIPATE IN DELIBERATIONS AND DECISIONS REGARDING THEIR INTEREST. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT FEES OF $15,000 OF BROOK SIMMONS' SALARY FROM PETROLEUM ALLIANCE ORGANIZATION IS ALLOCATED ANNUALLY TO OKLAHOMA ENERGY EDUCATION FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES & CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,766. PETROLEUM ALLIANCE OF OKLAHOMA INC 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 730667344 PROMOTION OF THE OKLAHOMA OIL INDUSTRY OK 501(C)(6) N/A 0 PETROLEUM ALLIANCE OF OKLAHOMA PAC 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 261947621 PROMOTION OF THE OIL AND GAS INDUSTRY OK 527 PETROLEUM ALLIANCE OF OKLAHOMA INC 1 OKLAHOMA INDEPENDENT PETROLEUM FOUNDATION 500 NE 4TH STREET 200 OKLAHOMA CITY OK 73104 731345614 MANAGEMENT SERVICE OK PETROLEUM ALLIANCE OF OKLAHOMA INC C 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 OKLAHOMA INDEPENDENT PETROLEUM FOUNDATION A 129288 FMV