Mervin Bovaird Foundation

Tulsa, OK
Tax-exempt since July 1957
EIN: 73-6102163

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$4.08M (2024)

Expenses

$2.7M (2024)

Total Assets

$46.4M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,082,253

Expenses

$2,704,847

Net Income

$1,377,406

Net Assets

$46,378,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$166,510	4.1%
Dividends	$412,000	10.1%
Sales of Assets	$1,599,130	39.2%
Other Income	$1,904,613	46.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,114,752	78.2%
Compensation of Officers*	$75,000	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$46,378,361
Total Liabilities	$0
Net Assets	$46,378,361

Compensation

Key Employees and Officers	Compensation	Other
Christopher K Woosley (President)	$75,000	$11,250
Janice L Mc Croskey (Trustee)	$43,750	$6,563
Melony R Woosley (Grant Administrator)	$37,500	$5,625
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,938,131

Expenses

$2,465,385

Net Income

-$527,254

Net Assets

$40,215,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$231,584	11.9%
Dividends	$464,964	24.0%
Sales of Assets	$161,921	8.4%
Other Income	$1,079,662	55.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,996,715	81.0%
Compensation of Officers*	$58,666	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,215,281
Total Liabilities	$0
Net Assets	$40,215,281

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$58,666	$8,800
Janice L Mc Croskey (Secretary)	$37,500	$5,625
Christopher K Woosley (Trustee)	$35,000	$5,250
P David Newcome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$2,385,149

Expenses

$2,404,019

Net Income

-$4,789,168

Net Assets

$38,311,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$209,805
Dividends	$669,548
Sales of Assets	-$3,044,906
Other Income	-$219,596

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,758,299	73.1%
Compensation of Officers*	$191,004	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,311,132
Total Liabilities	$0
Net Assets	$38,311,132

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$50,004	$7,501
Janice L Mccroskey (Secretary)	$36,000	$5,400
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,400

+ View more people

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$12,231,581

Expenses

$2,694,023

Net Income

$9,537,558

Net Assets

$43,238,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$163,775	1.3%
Dividends	$258,490	2.1%
Sales of Assets	$9,219,165	75.4%
Other Income	$2,590,151	21.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,092,516	77.7%
Compensation of Officers*	$190,004	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,238,387
Total Liabilities	$0
Net Assets	$43,238,387

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$50,004	$7,501
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,250
Janice L Pierce (Secretary)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$619,779

Expenses

$2,794,445

Net Income

-$2,174,666

Net Assets

$33,700,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$152,558	24.6%
Dividends	$253,328	40.9%
Sales of Assets	$0
Other Income	$223,572	36.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,112,706	75.6%
Compensation of Officers*	$190,004	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,700,829
Total Liabilities	$1
Net Assets	$33,700,828

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$50,004	$7,501
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,250
Janice L Pierce (Secretary)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$431,036

Expenses

$2,959,005

Net Income

-$2,527,969

Net Assets

$35,875,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191,150	44.3%
Dividends	$418,425	97.1%
Sales of Assets	$0
Other Income	$264,852	61.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,346,757	79.3%
Compensation of Officers*	$190,004	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,875,497
Total Liabilities	$1
Net Assets	$35,875,496

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$50,004	$7,501
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,250
Janice L Pierce (Secretary)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

-$791,531

Expenses

$2,925,118

Net Income

-$3,716,649

Net Assets

$38,403,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$213,037
Dividends	$380,165
Sales of Assets	-$1,446,139
Other Income	$61,406

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,258,795	77.2%
Compensation of Officers*	$190,004	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,403,465
Total Liabilities	$0
Net Assets	$38,403,465

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$50,004	$7,501
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,250
Janice L Pierce (Secretary)	$35,000	$5,250

+ View more people

990-PF

Filed on Nov. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,594,748

Expenses

$2,760,962

Net Income

$833,786

Net Assets

$42,120,113

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,289	1.3%
Dividends	$1,013,044	28.2%
Sales of Assets	$2,285,746	63.6%
Other Income	$249,669	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,352,245	85.2%
Compensation of Officers*	$197,507	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,120,113
Total Liabilities	$0
Net Assets	$42,120,113

Compensation

Key Employees and Officers	Compensation	Other
R Casey Cooper (President)	$60,004	$9,000
P David Newsome Jr (Vp Finance)	$35,000	$5,250
Lance Stockwell (Vp Finance)	$35,000	$5,250
Christopher K Woosley (Trustee)	$35,000	$5,250
Janice L Pierce (Secretary)	$32,503	$4,875

+ View more people

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$2,665,428

Expenses

$2,799,613

Net Income

-$134,185

Net Assets

$42,821,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$828,029	31.1%
Sales of Assets	$1,837,376	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,370,820	84.7%
Compensation of Officers*	$185,006	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,821,089
Total Liabilities	$0
Net Assets	$42,821,089

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,854,061

Expenses

$2,631,227

Net Income

$222,834

Net Assets

$42,955,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17	0.0%
Dividends	$902,543	31.6%
Sales of Assets	$1,951,501	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,207,405	83.9%
Compensation of Officers*	$170,010	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,955,274
Total Liabilities	$0
Net Assets	$42,955,274

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$3,202,874

Expenses

$2,627,329

Net Income

$575,545

Net Assets

$42,732,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$913,975	28.5%
Sales of Assets	$2,288,880	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,033,732	77.4%
Compensation of Officers*	$170,010	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,732,440
Total Liabilities	$0
Net Assets	$42,732,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$7,503,986

Expenses

$2,382,438

Net Income

$5,121,548

Net Assets

$42,156,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$431,240	5.7%
Dividends	$815,561	10.9%
Sales of Assets	$6,257,185	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,945,339	81.7%
Compensation of Officers*	$170,010	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,156,895
Total Liabilities	$0
Net Assets	$42,156,895

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,704,088

Expenses

$2,515,167

Net Income

-$811,079

Net Assets

$37,035,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$651,548	38.2%
Dividends	$644,434	37.8%
Sales of Assets	$408,106	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,123,841	84.4%
Compensation of Officers*	$190,014	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,035,347
Total Liabilities	$0
Net Assets	$37,035,347

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Mervin Bovaird Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.08M (2024)

Expenses $2.7M (2024)

Total Assets $46.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$4.08M (2024)

Expenses

$2.7M (2024)

Total Assets

$46.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001