Oklahoma Foundation for Excellence
120 North Robinson
Suite 1420-W
Oklahoma City OK 73102
Tax Exempt Status Public Supported Charity
Organization Does Business As (DBA) Name(s)
Organization DBA
Oklahoma Foundation for Excellence, Inc.
Mission Statement To recognize and encourage academic excellence in Oklahoma's public schools.
Contact Information
Contact Name Emily Stratton
Contact email info@ofe.org
Phone (405) 236-0006
Fax 405-236-8590
County Oklahoma
How to Give
Donate to Endowment http://occf.org/ofe/
Other ways to donate, support or volunteer You may donate online, call us at 405/236-0006 to use your credit card or mail a check to:
    Oklahoma Foundation for Excellence
    120 N. Robinson, Suite 1420-W
    Oklahoma City, OK 73102
Financial Summary
 
 
Projected Revenue $966,616.00
Projected Expenses $967,035.00
History and Background
Former Names
NameYear
None
Year Founded 1985
IRS Ruling Year 1986
State Registration Expiration July 2014
Statements
Mission To recognize and encourage academic excellence in Oklahoma's public schools.
Background
In 1985, while serving Oklahoma as a U.S. senator, David L. Boren brought together a group of Oklahoma business and community leaders with the common goal of improving public education in the state. All agreed that private investment was crucial to the success of public schools. The result was the establishment of a statewide, nonprofit organization, the Oklahoma Foundation for Excellence, with the mission of recognizing and encouraging academic excellence in Oklahoma’s public schools.
 
One of the keys to the foundation’s success is the leadership of our 180 trustees. These leaders in business, education and public service represent every region of the state and help promote the foundation’s mission and its programs. Among the trustees is a core management committee, which meets regularly to oversee the organization’s budget and administration. The Foundation for Excellence is a 501 (c)(3) charitable organization supported solely by private contributions with an annual operating budget of nearly $900,000.
Impact
The Oklahoma Foundation for Excellence held its first-ever Oklahoma Mentor Day on Jan. 16 at the State Capitol, coinciding with National Mentoring Month. We invited our network of mentoring programs to choose their outstanding Mentor of the Year, whom we gave special recognition at a ceremony in the House of Representatives' chambers. We were very pleased to honor 35 mentors for their service in front of an audience of nearly 200. Many of the mentors brought their mentees for a special time together of celebration and activities. All agreed that Oklahoma Mentor Day was a resounding success and will become an annual event to honor outstanding mentors throughout the state.
     On Feb. 1, we celebrated the 20th Anniversary Reunion of Oklahoma teachers attending the Colonial Williamsburg Teacher Institute. The reunion coincided with Colonial Day at the Capitol, a hands-on history day for Oklahoma fifth graders. The 350 students, all dressed in early American attire, filled the halls of the State Capitol, enjoying historical presentations, Patriot/Loyalist Debates, interactive games, archeology and more. Seeing Colonial Day was an inspiration to the teachers, and it is hoped that now many will join with other alumni and create Colonial Day events in their own communities.
     Following Colonial Day, alumni particpated in afternoon workshops led by Colonial Williamsburg staff and Teacher Institiute alumni. The day concluded with a dinner at the Oklahoma History Center and a keynote address by historical interpreter Richard Schumann, portarying Patrick Henry. Mr. Henry wowed the audience of teachers, trustees, and donors as he spoke so eloquently of the special experiment in democracy by our founding fathers.
     Our third top accomplishment from last year was our 2013 Academic Awards Banquet on May 18 at which we honored 100 high school seniors as Academic All-Staters and five educators as Medal for Excellence winners. Attracting an audience of approximnately 1,000 supporters, OETA broadcast the program the following Saturday night across the state, giving Oklahomans everywhere the opportunity to appreciate the celebration of academic excellence. The gala event was emceed by David L. Boren, the founder of the Oklahoma Foundation for Excellence, and the keynote address was presented by Pulitzer Prize winning columnist and author Thomas Freidman. Mr. Friedman advised the All-Staters that throughout their lives to stay in "beta," to always be a work in progress. Our Awards Program is the highlight of our year and gives education the place of honor it deserves in relation to its importance to the future of our state and nation.
 
As to our goals for this year, we have an exciting upcoming Fall Forum for Local Education Foundations on Oct. 22 at the ZUniversity of Aok For the first time, our Forum is co-sponsored by the National School Foundations Association and named as a regional conference, to attract participants from neighboring states. Fundraising, board development, innovative programming and more will fill the morning breakout sessions. The noon luncheon keynote speaker will be Jonah Edelman, the founder and executive director of Stand for Children, an education advocay organozation devoted to improving public schools and closing the achievement gap.
Area Served
Area Served
Geographic Area Served
Oklahoma - Statewide
Throughout the state of Oklahoma
Service Categories
Secondary Organizational Category Education/Educational Services
Programs
Description
The foundation’s flagship event is its Academic Awards Banquet, where the foundation bestows cash awards each year to recognize outstanding public high school seniors as Academic All-Staters and innovative educators as Medal for Excellence winners. Since 1987, the foundation has awarded nearly $3.9 million in merit-based scholarships and awards. The gala banquet, which is broadcast statewide on OETA, has become the state’s most prestigious academic event, celebrating the best and brightest in Oklahoma’s public schools. Academic Awards nomination forms are available at www.ofe.org in late September with deadlines in late November.
 
In 2009, the foundation established the Oklahoma Award for Outstanding Achievement in Alternative Education. The $5,000 award is presented during the State Superintendent’s Alternative Education Summer Institute.
Alternative Education Achievement nomination forms are available in early January, with a deadline in early March.
Strategy
Population Served Adolescents Only (13-19 years) Adults
Description
The Oklahoma Foundation for Excellence has helped build one of the nation’s largest and most effective networks of public school foundations, with more than 220 established to date. Together, these citizen-led nonprofits have raised millions of dollars to promote academic excellence in their districts and have encouraged community involvement in their local schools.
 
Helping to strengthen this grassroots movement, OFE provides free training, resources and networking opportunities for new and established public school foundations. Among its services, OFE sponsors state and regional training events, board member retreats, the LEF Leader newsletter and online resources. The foundation also presents $1,000 Outstanding Program Awards for LEFs, recognizing innovative programs sponsored or administered by public school foundations. Our LEF Outreach Program is underwritten with support from Claremore community leaders Frank C. and Ludmila Robson.
Strategy
Population Served Adults Children and Youth (0 - 19 years)
Description In 1993, the Oklahoma Foundation for Excellence began a partnership with the Colonial Williamsburg Foundation. OFE administers fellowships for teachers to attend the Colonial Williamsburg Teacher Institute. During the weeklong institute, teachers are immersed in 18th-century life though hands-on activities and reenactments of historic events. OFE receives funding to provide subscriptions for Colonial Williamsburg Electronic Field Trips. These programs help give Oklahoma students virtual access to Williamsburg through live television broadcasts, Internet activities and toll-free access to historians.

OFE also co-sponsors Colonial Day at the Capitol for fifth-graders. To promote the development of community events, OFE hosts a website (www.colonialday.org) with tips on planning colonial day events. The foundation also offers a library of colonial resources that teachers can check out free of charge. The Foundation also partners with Mount Vernon, the Oklahoma History Center and A+ Schools to sponsor the George Washington Teaching Ambassador Program (www.okgeorgewashington.org) to provide teacher workshops and online teaching resources.
Strategy
Population Served Adults Children and Youth (0 - 19 years)
Description Our Teacher Grants for Professional Development improve teacher performance and boost morale by providing grants to top-quality regional and national workshops, institutes and conferences. Grants help educators cover the costs of tuition, travel, lodging and the expense of hiring substitute teachers. Applications are posted online in October and November.*

In 2006, the Oklahoma Foundation for Excellence partnered with the national Fund for Teachers and the Tulsa Community Foundation to provide grants of up to $5,000 for individuals and $10,000 for teams of teachers for self-designed, summer professional development opportunities. The Fund for Teachers-Oklahoma program gives educators the creative freedom and opportunity to design unique learning experiences that will enhance their teaching and ultimately bring a world of new ideas to their students. The program has provided more than $2.2 million in grants to benefit 627 educators. Their journeys have taken them from the plains and forests of Oklahoma and the ecological wonders of Costa Rica to the classical ruins of Rome and the Great Wall of China.
Strategy
Population Served Adults
Description During its 20th anniversary in 2006, the foundation launched the David and Molly Boren Mentoring Initiative to promote the growth and development of quality youth mentoring programs statewide. The initiative grew out of David Boren’s own commitment to mentoring and the proven impact that mentoring can play on a student’s success in and out of the classroom.

Through the mentoring initiative, OFE is working with school districts, businesses, faith groups and mentoring organizations to promote mentoring as a positive step toward academic excellence. The foundation also provides training and networking opportunities for new and established mentoring programs and encourages programs to follow established standards for safe and effective practice. Recently, the foundation expanded its Fall Forum for Local Education Foundations to include sessions for mentoring programs.

OFE has been designated as Oklahoma’s official lead organization for National Mentoring Month by the Harvard Mentoring Project. The foundation also provides an online database of Oklahoma mentoring programs and mentoring information at www.okmentors.org.
Strategy
Population Served Children and Youth (0 - 19 years)
CEO/Executive Director
CEO/Executive Director Emily Stratton
Start Date June 1999
Email estratton@ofe.org
Experience A founding trustee and longtime supporter of the Oklahoma Foundation for Excellence, Emily Stratton brings a wealth of experience and enthusiasm to her role as executive director of the foundation.

Prior to joining the foundation staff in 1999, Stratton served as development and publicity director for the University of Oklahoma College of Fine Arts. From 1987 to 1996, she was executive director of the Clinton Chamber of Commerce. In addition, she was both a founding member and interim president of the Clinton Public School Foundation.

Statton is a graduate of Leadership Oklahoma, for which she is past vice president for development and membership services. She serves on the OU College of Education Board of Advocates and the Oklahoma A+ Foundation Board of Directors. She is a member of the Downtown Rotary Club of Oklahoma City.

Under Stratton’s leadership, the Foundation has expanded its programs to include the Fund for Teachers-Oklahoma and Teacher Scholarships for Professional Development, both of which enhance student learning by providing quality training and enrichment opportunities for teachers. In addition, Stratton has helped secure federal funding to provide interactive Colonial Williamsburg Electronic Field Trips to hundreds of schools statewide. During the foundation’s 20th anniversary in 2005-06, Stratton oversaw the launch of the David and Molly Boren Mentoring Initiative, a statewide program to promote the growth and development of school-based mentoring throughout Oklahoma.
Staff
Number of Full-time Staff 4
Number of Part-time Staff 22
Number of Contract Staff 0
Number of Volunteers 250
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Gender
Female 6
Organizational Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Under Development
Management Succession Plan No
Organization Policies and Procedures No
Awards
Awards
Award/RecognitionOrganizationYear
Finalist for Oklahoma Nonprofit Excellence (ONE) Award in EducationOklahoma Center for Nonprofits2009
Other Documents
Board Chair
Name Les Risser
Company Affiliation Community Volunteer
Term Sept 2013 to Aug 2014
Email risserles2@gmail.com
Board of Directors
List Current as of June 30, 2014
Board of Directors List
NameAffiliation
Teresa B. Adwan Retired
Jami Rhoades Antonisse Miller and Johnson Law
Jari Askins University of Oklahoma Cancer Center
Leah M. Barby Community Volunteer
Steven L. Barghols GableGotwals
David L. Boren University of Oklahoma
Bob Burke Attorney/Author
Lee Ann DeArman University of Oklahoma Weitzenhoffer College of Fine Arts
Jennifer Dickey SW Oklahoma State University
Vanessa Drummond Community Volunteer
Sandy Garrett Retired Educator
Caroline Gist Putnam City Education Foundation
Anil Gollahalli University of Oklahoma
Jean Hendrickson A+ Schools
Dow R. Hughes Regent Bank
Sherrel A. Jones Community Volunteer/Food Columnist
Nancy L. Leonard The Oklahoma Experience
Patti Mellow Community Volunteer
Linda K. Neal Community Volunteer
Charles L. Oppenheim The Oppenheim Group
Peter J. Regan Devonshire Investments, LLC
Cathryn Render RVA Market Research & Consulting
Les Risser Community Volunteer
Lisa Robertson Reynolds, Ridings, Vogt & Morgan PLLC
Stewart Ryan Retired
D. Craig Story Phillips Murrah PC
Susan I. Thurmond Community Volunteer
Sandy Werner Community Volunteer
Standing Committees
Audit
Board Development / Board Orientation
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Management
Comments on Board & Governance
CEO/Executive Director/Board Comments The Governance list above is of the Executive Committee. A full Board of Directors list can be found in the Other Documents tab.
Current Fiscal Year
Fiscal Year July 01, 2013-June 30,2014
Current Year Budgeted Total Income $966,616.00
Current Year Budgeted Total Expenses $967,035.00
IRS Letter of Determination
Prior Three Years' Financial History
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201320122011
Foundation and
Corporation Contributions
$679,842$559,846$525,829
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$34,485$33,625$34,165
Investment Income, Net of Losses$297,017$231,213$218,546
Membership Dues------
Special Events------
Revenue In-Kind$32,302$40,921$102,505
Other$23,041$22,413$19,455
Expense Allocation
Fiscal Year201320122011
Program Expense$803,907$779,068$772,346
Administration Expense$63,426$61,667$73,943
Fundraising Expense$45,238$45,001$44,537
Payments to Affiliates------
Total Revenue/Total Expenses1.171.001.01
Program Expense/Total Expenses88%88%87%
Fundraising Expense/Contributed Revenue7%8%8%
Assets and Liabilities
Fiscal Year201320122011
Total Assets$6,784,064$6,209,414$6,411,760
Current Assets$266,811$215,496$279,102
Long-Term Liabilities$18,700$10,000$10,000
Current Liabilities$488$691$5,567
Total Net Assets$6,764,876$6,198,723$6,396,193
Solvency
Short Term Solvency
Fiscal Year201320122011
Current Ratio: Current Assets/Current Liabilities546.74311.8650.14
Long Term Solvency
Fiscal Year201320122011
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201320122011
Top Funding Source & Dollar AmountFoundations & Corporations $679,842Foundations & Corporations $559,846Foundations & Corporations $525,829
Second Highest Funding Source & Dollar AmountInterest & Dividends $297,017Interest & Dividends $231,213Interest & Dividends $218,546
Third Highest Funding Source & Dollar AmountEarned Revenue $34,485Revenue In-Kind $40,921Revenue In-Kind $102,505
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
CEO/Executive Director/Board Comments We have five additional endowments:
  1. Oklahoma City Community Foundation: approximate value of $149,700
  2. Russel & Hazel Crooch Endowment at the Oklahoma United Methodist Foundation: $38,900
  3. David and Molly Boren Mentoring Initiative: $488,600
  4. Kenneth & Juliette Woodward Fund for Teacher Professional Development Grants in Stephens County: $101,000
  5. Kenneth & Juliette Woodward Fund for Stevens County Academic All-Staters: $95,000
Foundation Staff Comments
All financial information is from audited financial statements.