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Form 990 Department of the Treasury Internp,l Revenue Service(77 The A For the 2007 calendar year, B Check if applicable Please us Address change IRS labe Name chan e or p tint or t e g yp . See Initial return specific Instruo Return of Organization Exempt From Income Tax Under section 501 (c), 527, or 4947(aXl) of the Internal Revenue Code (except black lung benefit trust or private foundation) anization may have to use a copy of this return to satisfy state reporting requirements. or tax year be g innin g , 2007 , and endin g_ C Name of organization r0 R A Education Foundation Number and street (or P 0 box if mail is not delivered to street addr) Room/suite OMB No 1545-0047 2007 Open to Public Inspection Employer Identification Number 73-1006627 Telephone number Termination tlons City , town or country State ZIP code + 4 F metho clog c . }t Cash U Accrual Amended return Oklahoma Cit y OK 73112 Other (specify) 10' Application pending Section 501 (cx3) organizations and 4947(aXl) nonexempt H and I are not applicable to section 527 organizations charitable trusts must attach a completed Schedule A H (a) Is this a group return for affiliates ' Yes XC No (Form 990 or 990-FZ). H (b) If 'Yes,' enter number of affiliates G Web site: 11 N/A H (c) Are all affiliates included' F]Yes 0 No J Organization type ^ (If 'No,' attach a list See instructions ) (check only one) P- F 1 501(c) 3 -4 (,nsert no) El 4947(a)(l) or IT ;; ) 1s uus d aepara[e return rued by an K Check here' if the organization is not a 509(a)(3) supporting organization and its organization covered by a group ruling" n Yes R No gross receipts are normally not more than $25,000. A return is not required, but if the I Grou p Exem tlon Number organization chooses to file a return, be sure to file a complete return M Check if the organization is not required L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 " 269 , 694 . to attach Schedule B (Form 990, 990-EZ, or 990-PF) Part I Revenue . Exoenses . and Chanaes in Net Assets or Fund Balances (See the instruction-s.) 1 Contributions , gifts, grants , and similar amounts received: a Contributions to donor advised funds 1 a b Direct public support ( not included on line 1a ) 1 b 205 419. c Indirect public support ( not included on line la) 1 c d Government contributions (grants )( not included on line 1a) 1 d 40 , 000. e latthroughl1 (cash $ 245, 419. noncash $ 0. ) 1 e 245 419. 2 Program service revenue including government fees and contracts (from Part VII , line 93) 2 3 Membership dues and assessments 3 4 Interest on savings and temporary cash investments 4 7 , 209. 5 Dividends and interest from securities 5 10 , 018. 6a Gross rents 6a b Less rental expenses 6b c Net rental income or ( loss) Subtract line 6b from line 6a 6c R 7 Other investment income (describe P' UNREALIZED GAIN ON INVESTMENT ) 7 7 , 048. E v 8a Gross amount from sales of assets other (A) Securities (B) Other N than inventory 8a Oro b Less: cost or other basis and sales expenses 8b o c Gain or ( loss) (attach schedule) 8c C' d Net gain or ( loss) Combine line 8c , columns (A) and ( B) 8d 00 9 Special events and activities (attach schedule) If any amount is from gaming , check here a Gross revenue ( not including $ of contributions reported on line 1b) I 9a b Less . direct expenses other than fundraising expenses 9b c Net income or (loss ) from special events Subtract line 9b from line 9a . . 9c ILI 10a Gross sales of inventory , less returns and allowances 10a b Less cost of goods sold 1 c Gross profit or (loss ) from sales of inventory ( attach schedule ). Subtract line 10b from line 10a V 10c 11 Other revenue (from Part VII , line 103) 11 12 Total revenue . Add lines 1e, 2, 3, 4, 5 , 6c, 7, 8d , 9c, 1Oc , and 11 co 2 2H 12 269 694. E 13 Program services (from line 44 , column (B)) N 168 , 328. x P 14 Management and general (from line 44 , column (C)) EN 4 0. E N OGD 15 Fundraising (from line 44 , column (D)) 0. E 16 Payments to affiliates (attach schedule) 16 S 17 Total ex p enses . Add lines 16 and 44, column (A) 17 168 , 328. A 18 Excess or (deficit ) for the year . Subtract line 17 from line 12 18 101 366. N S 19 Net assets or fund balances at beginning of year (from line 73 , column (A)) 19 551 , 687. T T 20 Other changes in net assets or fund balances (attach explanation) 20 s 21 Net assets or fund balances at end of year . Combine lines 18, 19, and 20 21 653, 053. ( C BAA For Privacy Act and Paperwork Reduction Act Notice , see the separate instructions . TEEA0101 12/27/07 Form 990 (2007) ' V V
21

Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

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Page 1: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990

Department of the TreasuryInternp,l Revenue Service(77 The

A For the 2007 calendar year,

B Check if applicablePlease us

Address change IRS labe

Name chan eor ptintor t eg yp .See

Initial return specificInstruo

Return of Organization Exempt From Income TaxUnder section 501 (c), 527, or 4947(aXl) of the Internal Revenue Code

(except black lung benefit trust or private foundation)

anization may have to use a copy of this return to satisfy state reporting requirements.

or tax year beginnin g , 2007 , and endin g_

C Name of organization

r0 R A Education FoundationNumber and street (or P 0 box if mail is not delivered to street addr) Room/suite

OMB No 1545-0047

2007Open to Public

Inspection

Employer Identification Number

73-1006627Telephone number

Termination tlons City , town or country State ZIP code + 4 Fmetho clog

c . }t Cash U Accrual

Amended return Oklahoma City OK 73112 Other (specify) 10 '

Application pending • Section 501 (cx3) organizations and 4947(aXl) nonexempt H and I are not applicable to section 527 organizations

charitable trusts must attach a completed Schedule A H (a) Is this a group return for affiliates ' Yes XC No(Form 990 or 990-FZ).

H (b) If 'Yes,' enter number of affiliates

G Web site: 11 N/A H (c) Are all affiliates included' F]Yes 0 No

J Organization type^ (If 'No,' attach a list See instructions )

(check only one) P- F 1 501(c) 3 -4 (,nsert no) El 4947(a)(l) or IT ;; ) 1s uus d aepara[e return rued by an

K Check here' if the organization is not a 509(a)(3) supporting organization and its organization covered by a group ruling" n Yes R No

gross receipts are normally not more than $25,000. A return is not required, but if the I Grou p Exem tlon Numberorganization chooses to file a return, be sure to file a complete return M Check ► if the organization is not required

L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 " 269 , 694 . to attach Schedule B (Form 990, 990-EZ, or 990-PF)

Part I Revenue . Exoenses . and Chanaes in Net Assets or Fund Balances (See the instruction-s.)

1 Contributions , gifts, grants , and similar amounts received:

a Contributions to donor advised funds 1 a

b Direct public support (not included on line 1a) 1 b 205 419.

c Indirect public support (not included on line la) 1 c

d Government contributions (grants) (not included on line 1a) 1 d 40 , 000.

e latthroughl1 (cash$

245, 419. noncash $ 0. ) 1 e 245 419.2 Program service revenue including government fees and contracts (from Part VII , line 93) 2

3 Membership dues and assessments 3

4 Interest on savings and temporary cash investments 4 7 , 209.

5 Dividends and interest from securities 5 10 , 018.

6a Gross rents 6a

b Less rental expenses 6b

c Net rental income or (loss) Subtract line 6b from line 6a 6c

R 7 Other investment income (describe P' UNREALIZED GAIN ON INVESTMENT ) 7 7 , 048.Ev 8a Gross amount from sales of assets other (A) Securities (B) Other

N than inventory 8a

Orob Less: cost or other basis and sales expenses 8b

o c Gain or ( loss) (attach schedule) 8c

C' d Net gain or (loss) Combine line 8c , columns (A) and (B) 8d

00 9 Special events and activities (attach schedule) If any amount is from gaming , check here

a Gross revenue (not including $ of contributionsreported on line 1b) I 9a

b Less . direct expenses other than fundraising expenses 9b

c Net income or (loss) from special events Subtract line 9b from line 9a . . 9c

ILI 10a Gross sales of inventory , less returns and allowances 10a

b Less cost of goods sold 1

c Gross profit or (loss ) from sales of inventory (attach schedule ). Subtract line 10b from line 10a

V

10c

11 Other revenue (from Part VII , line 103) 11

12 Total revenue . Add lines 1e, 2, 3, 4, 5 , 6c, 7, 8d , 9c, 1Oc , and 11 co 2 2H 12 269 694.

E 13 Program services (from line 44 , column (B)) N 168 , 328.

xP

14 Management and general (from line 44 , column (C)) EN 4 0.

EN

OGD15 Fundraising (from line 44 , column (D)) 0.

E 16 Payments to affiliates (attach schedule) 16

S 17 Total expenses . Add lines 16 and 44, column (A) 17 168 , 328.

A 18 Excess or (deficit) for the year . Subtract line 17 from line 12 18 101 366.

N S 19 Net assets or fund balances at beginning of year (from line 73 , column (A)) 19 551 , 687.

T T 20 Other changes in net assets or fund balances (attach explanation) 20

s 21 Net assets or fund balances at end of year . Combine lines 18, 19, and 20 21 653, 053.

(C

BAA For Privacy Act and Paperwork Reduction Act Notice , see the separate instructions . TEEA0101 12/27/07 Form 990 (2007)

' V V

Page 2: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education FoundationPart GI Statement of Functional Expenses All organizations must complete column (A) Columns (B), (C), and (D) are required

for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but options for others (See instruct)

Do not include amounts reported on line (A) Total (B) Program (C) Management (D) Fundraising6b, 8b, 9b, lob, or 16 of Part I services and general

22a Grants paid from donor advisedfunds (attach sch)

(cash $ 15,575.non-cash $ 0. )If this amount includesforeign grants, check here 22a 15 , 575. 15 , 575. -

22b Other grants and allocations (aft sch)

(cash $

non-cash $ ) ,

If this amount includes '•foreign grants, check here 22b

23 Specific assistance to individuals(attach schedule) 23

24 Benefits paid to or for members(attach schedule) 24 -

25a Compensation of current officers,directors, key employees, etc listedin Part V-A 25a 0. 0. 0. 0.

b Compensation of former officers,directors, key employees, etc. listedin Part V-B 25b

c Compensation and other distributions, notincluded above, to disqualified persons (asdefined under section 4958(f)(1)) and personsdescribed in section4958(c)(3)(B) 25c

26 Salaries and wages of employees notincluded on lines 25a, b, and c 26

27 Pension plan contributions notincluded on lines 25a, b, and c 27

28 Employee benefits not included onlines 25a - 27 28

29 Payroll taxes . . 29

30 Professional fundraising fees 30

31 Accounting fees 31 460. 460. 0. 0.32 Legal fees 32 5 , 429. 5 , 429. 0. 0.33 Supplies 33

34 Telephone 34

35 Postage and shipping . 3536 Occupancy 3637 Equipment rental and maintenance 37

38 Printing and publications 38

39 Travel 39

40 Conferences, conventions, and meetings . . 40

41 Interest 41

42 Depreciation, depletion, etc (attach schedule) 4243 Other expenses not covered above (itemize)

a AWARDS-DINNER EXPENSE------------------

43a 31 , 525. 31 525. 0. 0.b CAREER INITIATIVE PROGRAM EXPENSE-------------------

43b 66 , 174. 66 174. 0. 0.C SCHOLARSHIP FUNDRAISING ACTIVITIES-------------------

43c 957. 957. 0. 0.d ADMINISTRATIVE -EXPENSE- -----------------

43d 45 , 000. 45 , 000. 0. 0.e CONTRIBUTION TO OTHER ED FOUNDATION-------------------

43e 150. 150. 0. 0.f BROKER-FEES------------------ 43f 3 , 058. 3 , 058. 0. 0.

9 -------------------43

44 Total functional expenses. Add lines 22athrow h 43g. (Or nizations completm columns

h(B) - D), car ry t ese totals to lines 13- 15) 44 168 , 328. 168 328. 0. 0.Joint Costs . Check 'J if you are following SOP 98-2.

Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? Yes XX NoIf 'Yes,' enter (i) the aggregate amount of these joint costs $ ; (ii) the amount allocated to Program services$ (iii) the amount allocated to Management and general $ and (v) the amount allocated

to Fundraising $

BAA TEEA0102 08/02107 Form 990 (2007)

Page 3: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education Foundation 73-1006627 Page 3Part III Statement of Program Service Accomplishments (See the instructions.)Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particularorganization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore,please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments

WhatAll organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of (R

(4) organizattiions^andand

clientizati

is the organization's primary exempt purposes 1, TOPROVIDE A S IST NCES A TO STUDENT S . Program Service Expenses_ __ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _

s served, publications issued, etc Discuss achievements that are not measurable (Section 501 (c)(3) and (4) organ- 4947(x)(1) trusts, butns and 4947(a)(1) nonexem p t charitable trusts must also enter the amount of g rants and allocations to others.) optional for others )

SCHOLARSHIPS--------------------------------------------

------------------------------------------------------

------------------------------------------------------

------------------------------------------------------

---------------------------------------------------(Grants and allocations $ 15 575. ) If this amount includes forei g n grants, check here

-15 575.

CAREER-INITIATIVE PROGRAM EXPENSE-EDUCATION PROGRAM WHICH CREATES-----------------------------------------------------POSITIVE CONNECTION-BETWEEN SCHOOL,_ WORK

-

AND FUTURE EMPLOYMENT-

FOR- - - - - - - - - - - - - - - - - - - - - - -V/^TT\1 /. T1T /1T1T T

iOUNG PEOPLE AND-IMPACTS-WORKFORCE DEVELOPMENT FOR HOSPITALITY INDUSTRY.- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -(Grants and allocations $ 66 174. ) If this amount includes foreign grants, check here 66 , 174.AWARDS-DINNER EXPENSE AND OTHER MISCELLANEOUS-EXPENSE WERE-INCURRED---------------------------------------------------TO-PRESENT-THE-AWARDS AND RAISE REVENUE BY-THE-SILENT AUCTION-------------------------------------------------ASWELL AS-ADMINISTER THE FOUNDATION

-------------------------------------

------------------------------------------------------

----------------------------------------------------(Grants and allocations $ 8 6 57 9 . ) If this amount includes foreign grants, check here 01 T1 86 , 579.

------------------------------------------------------

-------------------------------------------------------

------------------------------------------------------

------------------------------------------------------

---------------------------------------------------(Grants and allocations $ ) If this amount includes foreign grants, check here

-

Other program services(Grants and allocations $ ) If this amount includes foreign grants, check here n

o

f Total of Program Service Expenses (should equal line 44, column (B), Program services) 111. 168,328.

BAA Form 990 (2007)

TEEA0103 12/27/07

Page 4: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education Foundation 73-1006627 Page4Part IV Balance Sheets (See the Instructions.)

Note : Where required, attached schedules and amounts within the descriptioncolumn should be for end-of-year amounts only

(A)Beginning of year

(B)End of year

45 Cash - non-interest-bearing 45

46 Savings and temporary cash investments 82 , 446. 46 132 760.

47a Accounts receivable 47a

b Less allowance for doubtful accounts 47b 47c

48a Pledges receivable 48a

b Less: allowance for doubtful accounts 48b 48c

49 Grants receivable 49

50 a Receivables from current and former officers, directors, trustees, and keyemployees (attach schedule) 50a

b Receivables from other disqualified peg suns (as defined under section 49580(1))and persons described in section 4958(c)(3)(B) (attach schedule) 50b

A

ssE

51 a Other notes and loans receivable(attach schedule) 51 a

Ts b Less- allowance for doubtful accounts 51 b 51 c

52 Inventories for sale or use 52

53 Prepaid expenses and deferred charges 53

54a Investments - publicly-traded securities ; FMVCost 469 241. 54a 520 293.B e

b Investments - other securities (attach sch) Cost FMV 54b

55a Investments - land, buildings, & equipment. basis 55a -

b Less: accumulated depreciation(attach schedule) 55b 55 c

56 Investments - other (attach schedule) 56

57a Land, buildings, and equipment: basis 57a

b Less accumulated de reciationp(attach schedule) 57b 57c

58 Other assets, including program-related investments

(describe ► )------------------------------

58

59 Total assets (must equal line 74) Add lines 45 through 58 551 687. 59 653 053.

60 Accounts payable and accrued expenses 60

61 Grants payable 61

L 62 Deferred revenue 62

B 63 Loans from officers directors trustees and ke

L

, , , yemployees (attach schedule) 63

IT

64a Tax-exempt bond liabilities (attach schedule) 64a

Eb Mortgages and other notes payable (attach schedule) 64b

s 65 Other liabilities (describe ► )----------------------

65

66 Total liabilities . Add lines 60 through 65 0. 66 0.

N

T

Organizations that follow SFAS 117, check here ► L and complete lines 67

through 69 and lines 73 and 74

A 67 Unrestricted 67

E68 Temporarily restricted .. 68

69 Permanently restricted 69o Organizations that do not follow SFAS 117 , check here ► X^ and complete lines

70 through 74.

N 70 Capital stock, trust principal, or current funds 70Da

71 Paid-in or capital surplus, or land, building, and equipment fund 71

A 72 Retained earnings, endowment, accumulated income, or other funds 551 687. 72 653 053.AN 73 Total net assets or fund balances Add lines 67 through 69 or lines 70 throu hE

. g72. (Column (A) must equal line 19 and column (B) must equal line 21) 551 687. 73 653 053.

74 Total liabilities and net assets/fund balances. Add lines 66 and 73 551, 687. 74 653,053.

BAA Form 990 (2007)

TEEAO104 08/02/07

Page 5: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education Foundation 73-1006627 Page 5Part IV-A Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the

instructions.)

a Total revenue, gains, and other support per audited financial statements a

N/A

b Amounts included on line a but not on Part I, line 12

1 Net unrealized gains on investments b1

2Donated services and use of facilities b2

3Recoveries of prior year grants b3

4Other (specify)

----------------- ----------------------Add lines b1 through b4 b

c Subtract line b from line a c

d Amounts included on Part I, line 12, but not on line a:

1 Investment expenses not included on Part I, line 6b

2Other(specify)

---------------------------------------I

d1

d2l

Add lines dl and d2 d

e Total revenue (Part I, line 12) Add lines c and d e

Part IV-B Reconciliation of Expenses per Audited Financial Statements with Expenses per Return

a Total expenses and losses per audited financial statements a

N/A

b Amounts included on line a but not on Part I, line 17

1 Donated services and use of facilities b1

2Prior year adjustments reported on Part I, line 20 b2

3Losses reported on Part I, line 20 b3

4Other (specify):

------------------- --------------------Add lines bl through b4 b

c Subtract line b from line a c

d Amounts included on Part I, line 17, but not on line a:

1 Investment expenses not included on Part I, line 6b

2Other (specify):

- - - - - - - - - - - - - - - - - - - - - - - - -

d1

d2l- - - - - - - - - - - - - -Add lines dl and d2 d

e Total expenses (Part I, line 17) Add lines c and d e

Part V-A ^ Current Officers , Directors , Trustees , and Key Employees (List each person who was an officer, director, trustee,or key employee at any time during the year even if they were not compensated) (See the instructions )

(A) Name and address

(B) Title and average hoursper week devoted

to position

(C) Compensation(if not paid ,enter -0-)

(D) Contributions toemployee benefitplans and deferredcompensation plans

(E) Expenseaccount and other

allowances

TAD BLOOD----------------------3800 N. PORTLAND_________OKLAHOMA CITY OK73112 HAIRMAN 5.00 . . .VEREJ JAZIVAR----------------------3800 N. PORTLAND

----------------OKLAHOMA CITY OK73112 ICE CHAIR 5.00 . . .

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BAA TEEAO1O5 oaiovm Form 990 (2007)

Page 6: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education Foundation 73-1006627 Page 6Part V-A Current Officers , Directors , Trustees , and Key Employees (continued) Yes No75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board meetings 01'9_

b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employeeslisted in Schedule A, Part I, or highest compensated professional and other independent contractors listed in ScheduleA Part II-A or II-B related to each other throu h famil or business relationshi s? If 'Ye ' attach a statement th t, , y pg s, aidentifies the individuals and explains the relationship (s) 75b X

c Do any officers, directors, trustees, or key employees listed in form 990, Part V-A, or highest compensated employeeslisted in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule

Part II-A or II-BA receive com ensation from an r oroth n z n h th r t m bl th r lt t t t t d, , p y ga i s, w ax exe p or axa aree a io e e e, a e a eto the organization? See the instructions for the definition of 'related organization' 75c X

If 'Yes,' attach a statement that includes the information described in the instructions

d Does the organization have a written conflict of interest policy? 75d X

(Part V-B Former Officers , Directors, Trustees , and Key Employees That Received Compensation or OtherBenefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below)during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. Seethe instructions )

(A) Name and address (B) Loans andAdvances

(C) Compensation( if not paid ,enter -0-)

(D) Contributions toemployee benefitplans and deferredcompensation plans

(E) Expenseaccount and other

allowances

------------------------

------------------------

------------------------

------------------------

-------------------------

------------------------

------------------------

------------------------

------------------------

------------------------

---------------

------------------------

Part VI Other Information (See the Instructions . Yes No

76 Did the or anization make a chan e in its activities or methods of conduct n t t ?g g i g ac ivi iesIf 'Yes,' attach a detailed statement of each change 76 X

77 Were any changes made in the organizing or governing documents but not reported to the IRS? ... . . . 77 X

If 'Yes,' attach a conformed copy of the changes

78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? 78a X

b If 'Yes,' has it filed a tax return on Form 990-T for this year? 78b

79 Was there a li uidation dissolution termination or s bstantial contr ct n d r n thq , , , u i ga io u eyear? If ' Yes,' attach a statement 79 X

80a Is the or anization related ( th r th n b t th t th ht d t d tg ion wio e a y associa a s ewi e or na ionwi e organiza ion ) roug commonamembership , governing bodies , trustees, officers , etc, to any other exempt or nonexempt organization? 80a X

blf'Yes,' enter the name of the organization ► __________________ _____

----------------------------- and check whether itisexemptornonexempt.

81 a Enter direct and indirect political expenditures (See line 81 instructions .) Ma la

at'^

b Did the organization file Form 1120- POL for this years 81 b X

BAA Form 990 (2007)

TEEA0106 12/27/07

Page 7: Form 990 Return of Organization ExemptFrom …990s.foundationcenter.org/990_pdf_archive/731/731006627/...Form 990 Department of the Treasury Internp,l Revenue Service(77 The A Forthe2007calendaryear,

Form 990 (2007) 0 R A Education Foundation 73-1006627 Page 7Part VI Other Information (continued) Yes No

82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or atsubstantially less than fair rental value? 82a X

b If 'Yes,' you may indicate the value of these items here. Do not include this amount asrevenue in Part I or as an expense in Part ll. (See instructions in Part III ) I 82b1

83a Did the organization comply with the public inspection requirements for returns and exemption applications? 83a X

b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 83b X

84a Did the organization solicit any contributions or gifts that were not tax deductible? 84a X

b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts werenot tax deductible? 84b

85a 501(c)(4), (5), or (6) Were substantially all dues nondeductible by members? 85a N/

b Did the organization make only in-house lobbying expenditures of $2,000 or less? 85b N/

If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received awaiver for proxy tax owed for the prior year.

c Dues, assessments, and similar amounts from members 185c 1 N/A

d Section 162(e) lobbying and political expenditures 85d N/A

e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N/A

f Taxable amount of lobbying and political expenditures (line 85d less 85e) . . 85f N/A

g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? 85g N/

h If section 6033(ex1XA) dues notices were sent does the organization agree to add the amount on line 85f to its reasonable estimate of,dues allocable to nondeductible lobbying and political expenditures for the following tax year? 85h N/

86 501 ('c)(7) organizations. Enter a Initiation fees and capital contributions included on

line 12 .. 86a N/A

b Gross receipts, included on line 12, for public use of club facilities 86b N/A

87 501(c)(12) organizations. Enter: a Gross income from members or shareholders 87a N/A '°

b Gross income from other sources (Do not net amounts due or paid to other sourcesagainst amounts due or received from them) 87b N/A

'.; .

88 a At any time during the year, did the organization own a 50% or greater interest in a taxable coor an entit disre arded as se arate from the or an z n R lt d t t 301 770

rporation or partnership,1 2 d 301 7701 3?y g p g i un era io egu a ions sec ions . - an -

If 'Yes,' complete Part IX . . 88a X

b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning ofsection 512(b)(13)? If 'Yes,' complete Part XI ' 88b X

89a 501 (c)(3) organizations Enter Amount of tax imposed on the organization during the year under:

section4911 ► 0. ;section _________ 0_ ;section 4955_________ 0_-----------b 501(c)(3) and 501(c)(4) organizations Did the organization engage in any section 4958 excess benefit transactiondurin the ear or did it become aware of an excess benefit transaction from a rior ear? If 'Yes h a statement' attg y p y , acexplaining each transaction 89b X

c Enter- Amount of tax imposed on the organization managers or disqualified persons during theyear under sections 4912, 4955, and 4958 . . . ► 0.

d Enter- Amount of tax on line 89c, above, reimbursed by the organization

•°,"

e All organizations At any time during the tax year, was the organization a party to a prohibited tax shelter transaction' 89e X

f All organizations Did the organization acquire a direct or indirect interest in any applicable insurance contract? 89f X

g For supporting organizations and sponsoring organizations maintaining donor advised funds Did the supportingorganization or a fund maintained b onsorina s or anization have excess busine h ld n n m r nt t d, y p g g , gs a y i gss o i a i e uthe year? . .. 89g X

90a List the states with which a copy of this return is filed ► See States Filed In

b Number of employees employed in the pay period that includes March 12, 2007190bl 0(See instructions.) . .

91 a The books are in care of ► OKLA RESTAURANAT ASSOC Telephone number ► (405) 492-8181Located at ► 3800 N. PORTLAND, -OKC OK ZIP + 4 0- 73112----------------------------------------- ------

b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a Yes No

financial account in a foreign country (such as a bank account, securities account, or other financial account)? 91 b X

If 'Yes,' enter the name of the foreign country - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank andFinancial Accounts

BAA Form 990 (2007)

TEEAO107 09/1 0/07

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Form 990 (2007 ) 0 R A Education Foundation 73-1006627 Page 8

Part VI Other Information (continued) Yes No

c At any time during the calendar year, did the organization maintain an office outside of the United States? I 91 c X

If 'Yes,' enter the name of the foreign country

92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 - Check here

and enter the amount of tax-exempt interest received or accrued during the tax year 92Part VII Analvsis of Income - Producina Activities (See the instructions.)

Note:other

93

a

C

C

e

94

95

96

97

a

98

99

100

101

102

103

b

c

d

e

104

Unrelated business income Excluded by section 512, 513, or 514

nter gross amounts unlessse indicated.

(A)Business code

(B)Amount

(C)Exclusion code

(D)Amount

Related or exemptfunction income

Program service revenue

Medicare/Medicaid payments

Fees & contracts from government agencies

Membership dues and assessments

Interest on savings & temporary cash mvmnts 14 7 , 209.Dividends & interest from securities 14 10 , 018. -Net rental income or (loss) from real estate:

debt-financed property . ..

not debt-financed property

Net rental income or (loss) from pers prop

Other investment income . 14 7 , 048.

Gain or (loss) from sales of assetsother than inventory .

Net income or (loss) from special events

Gross profit or (loss) from sales of inventory

Other revenue a 1

Subtotal (add columns (B), (D), and (E)) 24 275.

105 Total (add line 104, columns (B), (D), and (E)) 24,275.

Note : Line 105 plus line le, Part 1, should equal the amount on line 12, Part I

Part:Vlll Relationshi p of Activities to the Accom plishment of Exempt Purposes See the instructions.)Line No . Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment

W of the organization's exempt purposes (other than by providing funds for such purposes)

Part-IX I Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions. N/A(A)

Name, address, and EIN of corporation,partnership, or disregarded entity

(B)

Percentage ofownership interest

(C)

Nature of activities

(D)

Totalincome

(E)

End-of-yearassets

%%

Part X Information Regarding Transfers Associated with Personal Benefit Contracts (See the Instructions.a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? H

Yes

Yes

X

X

No

No

Note : If 'Yes' to (b), file Form 8870 andForm 4720 (see instructions)

BAA TEEa,0108 12/27/07 Form 990 (2007)

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Form 990 (2007 ) 0 R A Education Foundation 73-1006627 Page 9Part XI Information Regarding Transfers To and From Controlled Entities . Complete only if the

organization is a controlling organization as defined in section 512(b)(13). N/AYes No

106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If'Yes,' com p lete the schedule below for each controlled enti ty

(A) (B) (C)Name , address, of each Employer Identification Description of (D

?controlled entity Number transfer Amount o transfer

a-------------------------

-------------------------

b-------------------------

c--------------------------------------------------

Totals

Yes No

107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If'Yes,' com p lete the schedule below for each controlled enti ty

(A) (B)Name , address , of each Employer Identification Descnption of (D)

controlled entity Number transfer Amount o transfer

a-------------------------

-------------------------

b-------------------------- ------------------------

c----------------

Totals

Yes No

108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, andannuities described in q uestion 107 above?

Under penalties f perlury I d eclare that I have examined this return, including accompanying schedules and statements , and to the best of my knowledge and belief, it istrue, correct, mplete Decla anon of preparer (other than officer) is based on all information of which preparer has any knowledge

Please ► I $' I ' 8 $'SignHere

Signature

►f offs er DatePC

fr4P l2 / Y LA 4ee,

Type or print name and title

Paid Preparer'snat re ►si

Pre-g u

parer's Firm's name (or Gales & AssociatesSell

yours if self-1..-41 a- 1 ZZl 7 U M^nsrtin»r Al od

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SCHEDULE A(Form 990 or 990-EZ)

Department of the TreasuryInternal Revenue Service

Organization Exempt UnderSection 501(cX3)

(Except Private Foundation ) and Section 501(e), 501(f), 501(k),501(n), or 4947(aXl) Nonexempt Charitable Trust

Supplementary Information - (See separate instructions.)

MUST be completed by the a bove o rg a nizations and attached to their Form 990 o r 990-EZ.

0MB No 1545-0047

2007

Name of the organization Employer identification number

0 R A Education Foundation 73-1006627Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees

(See instructions. List each one. If there are none. enter 'None.')(a) Name and address of each

employee paid morethan $50,000

(b) Title and averagehours per week

devoted to position

(c) Compensation (d) Contributionsto employee benefitplans and deferred

compensation

(e) Expenseaccount and other

allowances

NONE----------------------

-------------------------

--------------------------

--------------------------

--------------------------

Total number of other employees paidover $50,000 ► None

1 ran II - A I Compensation of the Five Highest Paid Independent Contractors for Professional Services(See instructions. List each one (whether individuals or firms). If there are none, enter 'None.')

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation

NONE

Total number of others receiving over -$50,000 for p rofessional services None -

Part II - B Compensation of the Five Highest Paid Independent Contractors for Other Services(List each contractor who performed services other than professional services, whether individuals orfirms. If there are none, enter 'None.' See instructions.)

(a) Name and address of each independent contractor paid more than $50,000 1 (b) Type of service I (c) Compensation

N/A-----------------------------------------

Total number of other contractors receiving - -over $50,000 for other services None -BAA For Paperwork Reduction Act Notice , see the Instructions for Form 990 and Form 990-EZ. Schedule A (Form 990 or 990-EZ) 2007

TEEA0401 12/27/07

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 2

Part III • Statements About Activities (See instructions.) Yes No

1 During the year , has the organization attempted to influence national, state, or local legislation , including any attemptto influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paidor incurred in connection with the lobbying activities 0. $(Must equal amounts on line 38 , Part VI-A, or line i of Part VI-B)

Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI -A Otherorganizations checking 'Yes' must complete Part VI-B AND attach a statement giving a detailed description of thelobbying activities

2 During the year , has the organization , either directly or indirectly , engaged in any of the following acts with anysubstantial contributors , trustees , directors , officers , creators , key employees , or members of their families , or with anytaxable organization with which any such person is affiliated as an officer , director , trustee, majority owner , or principalbeneficiary ? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions)

a Sale , exchange, or leasing of property? 2a

b Lending of money or other extension of credit? 2

c Furnishing of goods, services, or facilities? 2c

d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)' [ 2d

e Transfer of any part of its income or assets?

taX3a Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an

explanation of how the organization determines that recipients qualify to receive payments)

b Did the organization have a section 403(b) annuity plan for its employees?

r3

c Did the organization receive or hold an easement for conservation purposes, including easementsto preserve open space, the environment, historic land areas or historic structures? If'Yes,' attach a detailed statement

d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 3d

4a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g If 'No,' complete lines4f and 4g 4a

b Did the organization make any taxable distributions under section 4966?

r4cDid the organization make a distribution to a donor, donor advisor, or related persons

d Enter the total number of donor advised funds owned at the end of the tax year

X

X

Y

X

X

X

e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year .

f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advisedfunds included on line 4d) where donors have the right to provide advice on the distribution or investment ofamounts in such funds or accounts 0. 0

g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year No 0.

BAA TEEAD402 12/27107 Schedule A (Form 990 or Form 990-EZ) 2007

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 3

Part IV Reason for Non-Private Foundation Status (See instructions.)

I certify that the organization is not a private foundation because it is. (Please check only ONE applicable box.)

5 R A church, convention of churches, or association of churches Section 170(b)(1)(A)(i)

6 F] A school Section 170(b)(1)(A)(ii) (Also complete Part V )

7 F] A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii).

8 A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v).

9 n A medical research organization operated in conjunction with a hospital Section 170 (b)(1)(A)(iii). Enter the hospital ' s name, city,

and state---------------------------------------------------------

10 An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv)(Also complete the Support Schedule in Part IV-A.)

11 a X An organization that normally receives a substantial part of its support from a governmental unit or from the general publicSection 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.)

11 b F1A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.)

12 F] An organization that normally receives, (1) more than 33-1/3% of its support from contributions, membership fees, and gross receiptsfrom activities related to its charitable, etc, functions - subject to certain exceptions, and (2) no more than 33-1/3% of its supportfrom gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by theorganization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A.)

13An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets therequirements of section 509(a)(3) Check the box that describes the type of supporting organization

n Type I [-]Type II n Type III-Functionally Integrated F1 Type III -Other

Provide the following information about the supported organizations . (See instructions.)

(a)Name(s) of supported

organization(s)

(b)Employer identification

number (EIN)

(c)Type of

organization (describedin lines 5 through 12above or IRC section)

(d)Is the supported

organization listed inthe supportingorganization'sgoverning

documents?

(e)Amount ofsupport

Yes No

Total

14 An organization organized and operated to test for public safety Section 509(a)(4). (See instructions.)

BAA Schedule A (Form 990 or 990 -EZ) 2007

TEEAD407 12/27/07

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 4

Part IV-A1 Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.

Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting

Calendar year (or fiscal year (a) (b) (c) (d) (e)beginning in) ► 2006 2005 2004 2003 Total

15 Gifts, grants, and contributionsreceived (Do not includeunusual grants See line 28) 173 608. 219 755. 128 182. 163 855. 685 , 400.

16 Membershi p fees received

17 Gross receipts from admissions,merchandise sold or services performed,or furnishing of facilities in any activitythat is related to the organization'scharitable, etc, purpose

18 Gross income from interest, dividends,amts rec'd from payments on securitiesloans (sec. 512(a)(5)), rents, royalties,income from similar sources, andunrelated business taxable income (lesssec. 511 taxes) from businesses acquiredby the organzation after June 30, 1975 11 100. 1 , 437. 7 , 409. 3 , 345. 23 , 291.

19 Net income from unrelated businessactivities not included in line 18

20 Tax revenues levied for theorganization's benefit andeither paid to it or expendedon its behalf

21 The value of services orfacilities furnished to theorganization by a governmentalunit without charge. Do notinclude the value of services orfacilities generally furnished tothe p ublic without charge

22 Other income Attach aschedule Do not includegain or (loss) from sale ofcapital assets 33 182. 3 , 113. -456. 17 , 735. 53 f 574.

23 Total of lines 15 through 22 217 890. 224 305. 135,135T 184 935. 762 265.24 Line 23 minus line 17 217 890. 224 305. 135 135. 184 , 935. 762 265.25 Enter 1 % of line 23 2 , 179. 2 , 243. 1 . 351. 1 1,8 49.26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 26a 15 , 245.

b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly --supported organization) whose total ifts for 2003 throu h 2006 exceeded the amo nt sho n n l ne 26a D t fil th li t thg g u w i i o no e is s wi yourreturn Enter the total of all these excess amounts ► 26b 113 , 627.

c Total support for section 509(a)(1) test. Enter line 24, column (e) 26c 762 265.d Add. Amounts from column (e) for lines 18 23,291. 19

22 53,574. 26b 113, 627. ► 26d 190 492.e Public support (line 26c minus line 26d total) ► 26e 571 773.

f Public su pport percenta ge (line 26e (numerator) divided by line 26c (denominator)) ► 26f 75.01 %27 Organizations described on line 12:

a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show thename of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return . Enter the sum ofsuch amounts for each year

(2006)------------ (2005)------------ (2004)------------ (2003)-----

bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your recordsto show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2)$5,000 (Include in the list organizations described in lines 5 through 11 b, as well as individuals.) Do not file this list with your return.After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of thesedifferences (the excess amounts) for each year:

(2006)------------ (2005)------------ (2004)------------ (2003)------------

c Add: Amounts from column (e) for lines: 15 16

17 20 21 ► 27c

d Add. Line 27a total and line 27b total ► 27d

e Public support (line 27c total minus line 27d total) . . 1" 27e

f Total support for section 509(a)(2) test: Enter amount from line 23, column (e) 'I 27f

g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) ► 27 %

h Investment income percentage pine 18 , column (e) (numerator) divided by line 27f (denominator)) 01, 27h $

28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2003 through 2006, prepare alist for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of thenature of the grant . Do not file this list with your return . Do not include these grants in line 15

BAA TEEn0403 12/27io7 Schedule A (Form 990 or 990-EZ) 2007

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 5

Part V Private School Questionnaire (See Instructions.)(To be completed ONLY by schools that checked the box on line 6 in Part IV) N/A

Yes No

29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,other governing instrument, or in a resolution of its governing body? 29

30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures,catalogues, and other written communications with the public dealing with student admissions, programs,and scholarships? 30

31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media duringthe period of solicitation for students, or during the registration period if it has no solicitation program, in a way thatmakes the policy known to all parts of the general community it serves? 31

If 'Yes,' please describe; if 'No,' please explain. (If you need more space, attach a separate statement.)

--------------------------------------------------------

--------------------------------------------------------

--

--

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

--------------------------------------------------------32 Does the organization maintain the following:

- -

-----

a Records indicating the racial composition of the student body, faculty, and administrative staff? 32a

b Records documenting that scholarships and other financial assistance are awarded on a raciallynondiscriminatory basis? 32b

c Copies of all catalogues, brochures, announcements, and other written communications to the public dealingwith student admissions, programs, and scholarships? 32c

d Copies of all material used by the organization or on its behalf to solicit contributions? 32d

If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement) Irk "

A

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

--------------------------------------------------------- 1

33 Does the organization discriminate by race in any way with respect to

a Students' rights or privileges?

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance?

e Educational policies?

f Use of facilities?

g Athletic programs?

h Other extracurricular activities?7

33a

33 b

33c

33d

33e

33f

33

33h

If you answered 'Yes' to any of the above , please explain (If you need more space , attach a separate statement )

----------------------------------------------------------

----------------------------------------------------------

----------------------------------------------------------

34a Does the organization receive any financial aid or assistance from a governmental agency?

b Has the organization ' s right to such aid ever been revoked or suspended?

If you answered 'Yes' to either 34a or b , please explain using an attached statement

35 Does the organization certify that it has complied with the a pp licable requirements ofsections 4 . 01 through 4 05 of Rev Proc 75-50 , 1975-2 C B 587 , covering racialnondiscrimination ? If 'No,' attach an explanation

BAA TEEA0404 12/27/07

34a

34b

1 35Schedule A (Form 990 or

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 6Part VI-A Lobbying Expenditures by Electing Public Charities (see instructions)

(To be completed ONLY by an eligible organization that filed Form 5768) N/A

Check ► a fl if the organization belongs to an affiliated group Check ► b fl if you checked 'a' and 'limited control' p rovisions a pply

Limits on Lobbying Expenditures Affiliated group To be completed

)totals for all zatioi s(The term 'expenditures' means amounts paid or incurred or a rnations

36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36

37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37

38 Total lobbying expenditures (add lines 36 and 37) 38

39 Other exempt purpose expenditures 39

40 Total exempt purpose expenditures (add lines 38 and 39) 40

41 Lobbying nontaxable amount Enter the amount from the following table -

If the amount on line 40 is - The lobbying nontaxable amount is -

Not over $500,000 20% of the amount on line 40

Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000

Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 41

Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 =

Over $17,000,000 $1,000,000

42 Grassroots nontaxable amount (enter 25% of line 41) 42

43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 43

44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38 . 44

Caution : If there is an amount on either line 43 or line 44, ,you must file Form 4720.

4 -Year Averaging Period Under Section 501(h)(Some organizations that made a section 501(h) election do not have to complete all of the five columns below

See the instructions for lines 45 through 50 )

Lobbying Expenditures During 4 -Year Averaging Period

Calendar year (a) (b) (c) (d) (e)(or fiscal year 2007 2006 2005 2004 Totalbeginning in)

45 Lobbying nontaxableamount

46 Lobbying ceiling amount(150% of line 45(e))

47 Total lobbyingexpenditures

48 Grassroots non-taxable amount

49 Grassroots ceiling amount -(150% of line 48(e))

50 Grassroots lobbyingexpenditures

Irart of-11:3 I Lobbying Activity by Nonelecting Public Charities(For reporting only by organizations that did not complete Part VI-A) (See instructions.)

During the year, did the organization attempt to influence national, state or local legislation, including anyattempt to influence public opinion on a legislative matter or referendum, through the use of: Yes No Amount

a Volunteers X

b Paid staff or management (Include compensation in expenses reported on lines c through h.) X

c Media advertisements X

d Mailings to members, legislators, or the public X

e Publications, or published or broadcast statements X

f Grants to other organizations for lobbying purposes X

g Direct contact with legislators, their staffs, government officials, or a legislative body X

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means X

i Total lobbying expenditures (add lines c through h.)

If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities

BAA Schedule A (Form 990 or 990-EZ) 2007

TEEA0405 12/27/07

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Schedule A (Form 990 or 990-EZ) 2007 0 R A Education Foundation 73-1006627 Page 7Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See instructions)

51 • Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(cof the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations?

)

a Transfers from the reporting organization to a nonchantable exempt organization of Yes No

(i)Cash 51 a (i) X(ii)Other assets a (ii ) X

b Other transactions

(i)Sales or exchanges of assets with a noncharitable exempt organization b i) X(i)Purchases of assets from a noncharitable exempt organization b (H) X(iii)Rental of facilities, equipment, or other assets b (iii) X

(iv)Reimbursement arrangements . .. b (v X(v)Loans or loan guarantees b v) X(vi)Performance of services or membership or fundraising solicitations b (vi) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c Xd !f the ons er to any of the^^^^ aboveto any of IS Yes,' cu'ii ieie the following scheauie Column (b) should always show the fair market value ofthe goods, other assets, or services given by the reporting organization If the organization received less than fair market value inan transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received:

(a)Line no.

(b)Amount involved

(c)Name of noncharitable exempt organization

(d)Description of transfers, transactions , and sharing arrangements

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax -exempt organizationsdescribed in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 527? ► F1 Yes XX No

7EEAD406 12/27/07

BAA Schedule A (Form 990 or 990-EZ) 2007

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0 R A Education Foundation 73-1006627

,Form 990. Part VI, Page 7, Line 90aStates Filed In

OKLAHOMA

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0 R A Education Foundation 73-1006627

Supporting Statement of:

Form 990 p 2/Line 22a column (B)

Description Amount

ALEX FISH

AMANDA SLOAN

ANDREA ANDERSONANNE STEARNSASHLIE DEONNA JACKSON

BRIAN BLOTT

DANEE ROSS

JACOB HARTLIEB

JAMIE MARIE ACKERMANN

JEFF HOLLOWAY

JEFFRY HOWARD

JENNIFER HAKEN

KENNETH CASSIL

LAURA STEWART

LICIA MARIE ZAMPINO

MARCI HARDESTY

NICOLE MCLEODREBECCA EASTHAM

ROBERT MURRELL

VALERIE BLANKENBILLER

600.

500.

750.

1,000.

750.

750.

500.750.

500.1,000.

1,000.

825.

1,000.

500.750.

500.

400.

2,500.

500.

500.

Total 15,575.

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Oklahoma Restaurant AssociationEducation Committee Scholarship Selection

Criteria

The scholarship committee voted to use the OSU Hospitality & Human EnvironmentalSciences Scholarship application as the first step in the selection process. Thisapplication is used by both OSU Stillwater and Okmulgee campuses . It would eliminatethe need of a separate ORA scholarship application.

The OSU scholarship committees or its chairman selects the candidates to be presented tothe ORA. They use the following criteria:

1. A written narrative reasons for choosing area of study, goals, why they shouldbe considered for the scholarship

2. Types of awards or scholarships they have received.3. The types of student activities and organizations they belong to.4. A list of all of their work experience or volunteer services.5. If they have other circumstances or considerations they would like to present.6. Provide financial information to show need.7. A list of references.

The students must submit these applications along with overall grade points to beconsidered and are rated on a 0 - 4 scale with 4 being the highest. Once this criteria ismet, they are then submitted to the ORA for interviewing. The ORA ScholarshipCommittee uses this information and criteria as part of the selection process to awardscholarships.

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COLLEGE OF HUMAN ENVIRONMENTAL SCIENCESSCHOLARSHIP APPLICATION GUIDELINES.

Attached is the application for undergraduate scholarships and awards in the College ofHuman Environmental Sciences. You must complete this application if you wish to beconsidered for HES scholarships, Seniors of Excellence, Outstanding Student, CJESAmbassadors or Lew Wentz scholarships. Please check those for which you wish to beconsidered. A list of qualifications is included.

Part I STUDENT INFORMATION: Provide all information requested

Part II 4H EXPERIENCE (NOT REQUIRED FOR MOST SCHOLARSHIPS)

Part III REFERENCES: One recommendation form is attached for you to Xeroxand send a copy to each of three individuals who will providerecommendations. One recommendation must be from an OSU facultymember. Recommendation forms should be completed and maileddirectory to the Associate Dean as listed on the form.

Part IV PUBLICITY: List the name of your hometown newspaper and sign thepublicity statement , if you want your awards and honors released to yourhometown paper.

Part V ACCURACY STATEMENT: Sign the accuracy statement.

Part VI NARRATIVE: Type a narrative statement in the space provided . Includea short review of 1) your reasons for choosing your major area of study, 2)your future goals , 3) anticipated contributions to the profession, and 4)reasons that support why you should receive a scholarship.

Part VII ACADEMIC HONORS AND AWARDS: Indicate the academic honors,awards and scholarships you have received during your college career.Include names, descriptions, and dates . Identify honor organizations youbelong to and the special responsibilities or offices held.

Part VIII STUDENT ACTIVITIES: Indicate your participation in activities andorganizations during your college career . If you attended a junior college,please indicate activities which were there and which were at OSU. Listall organizations to which you belong under their current headings. Listoffices, committee chairmanships or special responsibilities, etc. Includedates of participations.

Part IX WORK EXPERIENCE: List all of your work experience during yourcollege career.

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Part X VOLUNTEER SERVICES: List volunteer activities in which you haveparticipated during your college career

Part XI OTHER CONSIDERATIONS: If you have extenuating circumstancesthat would prevent you from participating in college activities (heavywork schedule , family responsibilities, etc.) please describe them.

Part XII FINANCIAL INFORMATION: If you wish to apply for a need-basedscholarship , you must complete Part XII and have a financial need formon file in the financial aid office. You must list ALL sources of income(parents, loans , scholarships , social security , 0I Bill , trust finds, food

stamps , rehabilitation grants , etc.) Discuss specific reasons why youshould receive a need-based scholarship.