2024-05-09T12:13:41-05:00 2023-06-30 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2023-01-01 812317193 TULSA HEALTHY FAMILIES ASSOCIATION TULS 9187283915 5400 S OLYMPIA AVENUE 200 TULSA OK 74107 JAKE DOLLARHIDE BOARD CHAIR 9187283915 2024-05-06 1 JAKE DOLLARHIDE 999009999 1 MEGAN COURTNEY P01571790 9187452333 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X JAKE DOLLARHIDE 5400 S OLYMPIA AVENUE 200 TULSA OK 74107 132183 0 X WWW.YMCATULSA.ORG X 2016 OK THE CHARITABLE PURPOSES OF THE ORGANIZATION INCLUDED QUALIFYING AS A QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESS TO HOLD, DEVELOP, OWN THE TANDY PROPERTY AND LEASE IT TO THE YMCA OF GREATER TULSA, AN OKLAHOMA NONPROFIT CORPORATION, AND TO PROVIDE FINANCIAL AND OTHER SUPPORT AND RESOURCES TO ASSIST THE TULSA YMCA IN THE ADMINISTRATION AND PROVISION OF ITS CHARITABLE PROGRAMS AND SERVICES. X 4 4 0 4 0 0 86573 72183 120000 60000 0 0 0 0 206573 132183 0 0 0 0 0 0 0 0 0 832132 574317 832132 574317 -625559 -442134 18227063 0 12850000 0 5377063 0 X THE CHARITABLE PURPOSES OF THE ORGANIZATION INCLUDED QUALIFYING AS A QUALIFIED ACTIVE LOW INCOME COMMUNITY BUSINESS TO HOLD, DEVELOP, OWN THE TANDY PROPERTY AND LEASE IT TO THE YMCA OF GREATER TULSA, AN OKLAHOMA NONPROFIT CORPORATION, TO PROVIDE FINANCIAL AND OTHER SUPPORT AND RESOURCES TO ASSIST THE TULSA YMCA IN THE ADMINISTRATION AND PROVISION OF ITS CHARITABLE PROGRAMS AND SERVICES. DURING 2023, THE 7-YEAR NMTC COMPLIANCE PERIOD EXPIRED. AS A RESULT, THE BOARD OF TULSA HEALTHY FAMILIES ASSOCIATION RESOLVED TO DISSOLVE THE ORGANIZATION AND TRANSFER THE REMAINING ASSETS AND LIABILITIES, INCLUDING THE BUILDINGS, UNAMORTIZED LOAN ISSUANCE COSTS, AND THE NMTC NOTES PAYABLE TO THE YMCA OF GREATER TULSA. 0 0 412848 60000 HOLD, DEVELOP, AND OWN THE TANDY PROPERTY AND LEASE IT TO THE YMCA OF GREATER TULSA, AN OKLAHOMA NONPROFIT CORPORATION, AND TO PROVIDE FINANCIAL AND OTHER SUPPORT AND RESOURCES TO ASSIST THE TULSA YMCA IN THE ADMINISTRATION AND PROVISION OF ITS CHARITABLE PROGRAMS AND SERVICES. 412848 1 1 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 OK X RONDA C JENKINS-THOMPSON 9187283915 5400 S OLYMPIA AVE TULSA OK 74107 X JAKE DOLLARHIDE CHAIR 0.50 X X 0 0 0 ANDY MCMILLAN DIRECTOR 0.50 X 0 0 0 KENT BROWN DIRECTOR 0.50 X 0 0 0 SANDI PELLOW SECRETARY 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 72183 72183 TANDY BUILDING RENTAL 531120 60000 60000 60000 132183 60000 0 0 X 49160 49160 19660 19660 81000 81000 63148 59486 3662 53281 53281 304342 300081 4261 2955 2955 THFA BANK SERVICE CHARG 771 771 574317 412848 161469 0 185902 0 0 0 0 0 0 0 0 1890 0 0 0 17426338 0 0 0 0 612933 0 0 18227063 0 12850000 0 12850000 0 X 5377063 0 5377063 0 18227063 0 X -442134 -4934929 X X 0 1 X 1 0 X X X 1 YMCA OF GREATER TULSA 730579269 10 1 0 4934929 1 0 4934929 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PAGE 5, SECTION E, LINE 2B TULSA HEALTHY FAMILIES ASSOCIATION HAD OWNERSHIP OF THE FACILITIES USED BY THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA (YMCA). THIS ALLOWED THE YMCA TO CARRY OUT ITS EXEMPT PURPOSE TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY PAGE 5, SECTION D, LINE 3 TULSA HEALTHY FAMILIES ASSOCIATION WAS A SPECIAL PURPOSE LESSOR ENTITY THAT WAS FORMED BY TULSA Y FOR THE PURPOSE OF HOLDING ASSETS RELATING TO THE NEW MARKET TAX CREDIT FINANCING. PAGE 5, SECTION E, LINE 2A TULSA HEALTHY FAMILIES ASSOCIATION ENTERED INTO A TRANSACTION TO ACCESS FUNDS THROUGHT HE NEW MARKET TAX CREDIT (NMTC) PROGRAM. THESE FUNDS WERE USED TOWARDS THE CONSTRUCTION AND RENOVATION OF THE TANDY FAMILY Y. TO TAKE ADVANTAGE OF THE NMTC PROGRAM, THE TULSA HEALTHY FAMILIES ASSOCIATION WAS FORMED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED THFA THORNTON BUILDING 2024-06-30 391276 BOOK VALUE 730579269 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 5400 S OLYMPIA AVE TULSA OK 74107 501(C)(3) TANDY YMCA BUILDING 2024-06-30 16743855 BOOK VALUE 730579269 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 5400 S OLYMPIA AVE TULSA OK 74107 501(C)(3) NMTC ISSUANCE COSTS 2024-06-30 599798 BOOK VALUE 730579269 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 5400 S OLYMPIA AVE TULSA OK 74107 501(C)(3) NOTES PAYABLE 2024-06-30 -12800000 BOOK VALUE 730579269 THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 5400 S OLYMPIA AVE TULSA OK 74107 501(C)(3) 1 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: JAKE DOLLARHIDE AND SANDI PELLOW PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: BOTH ARE DIRECTORS OF THE TRANSFEREE ORGANIZATION FORM 990, PART VI, SECTION B, LINE 11B WE PROVIDE OUR INDEPENDENT ACCOUNTANTS INFORMATION REGARDING THE 990 TAX RETURN. AFTER THE ACCOUNTANTS HAVE PREPARED THE RETURN, A COPY IS PROVIDED BACK TO US FOR REVIEW. WE REVIEW THE RETURN IN DETAIL AND COMMUNICATE BACK TO THE ACCOUNTANTS ANY QUESTIONS OR CHANGES. AFTER THE FINAL DRAFT COPY HAS BEEN PREPARED AND REVIEWED, THE BOARD OF DIRECTORS THEN REVIEWS THE RETURN TO APPROVE FOR FILING. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 TAX RETURN IS AVAILABLE THROUGH GUIDE STAR AND IT IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EXIT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,000. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. FORM 990, PART XI, LINE 9: LIQUIDATION OF ASSETS - TRANSFERRED TO EXEMPT ORGANIZATION -4,934,929. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA 5400 S OLYMPIA AVE TULSA OK 74107 730579269 SEE PART VII OK 501(C)(3) 509(A)(2) 0 TULSA BACKYARD INITIATIVE FUND 5400 S OLYMPIA AVE TULSA OK 74107 845149532 SUPPORTING ORGANIZATION OF THE YOUNG MEN'S CHRISTIAN ASSOCIATION OF TULSA OK 501(C)(3) 509(A)(3) TYPE III-F 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 SCHEDULE R, PART II TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY.