ST SIMEONS EPISCOPAL HOME INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST SIMEONS EPISCOPAL HOME INC (EIN 73-0708697)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349317592
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:15:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730708697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMEON'S EPISCOPAL HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STSI | BusinessNameControlTxt |
| Phone | 9184253583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ROBINSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9187941909 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE M CAROLLA CPA | PreparerPersonNm |
| PTIN | P00569339 | PTIN |
| Phone | 9184961248 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE LOGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,960,497 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTSIMEONS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE PREFERRED HOME FOR MEN AND WOMEN OF ALL FAITHS WHO WISH TO LIVE THEIR LATER YEARS IN AN ENVIRONMENT WITH DIGNITY, INDIVIDUALITY AND THE HIGHEST ATTAINABLE LEVEL OF INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 386 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $807,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $987,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,711,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,910,670 | CYProgramServiceRevenueAmt |
| PY Investment Income | $799 | PYInvestmentIncomeAmt |
| CY Investment Income | $526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $98,415 | PYOtherRevenueAmt |
| CY Other Revenue | $62,107 | CYOtherRevenueAmt |
| PY Total Revenue | $15,617,974 | PYTotalRevenueAmt |
| CY Total Revenue | $15,960,497 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,920,865 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,878,882 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,650,466 | PYOtherExpensesAmt |
| CY Other Expenses | $7,352,303 | CYOtherExpensesAmt |
| PY Total Expenses | $16,571,331 | PYTotalExpensesAmt |
| CY Total Expenses | $16,231,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$953,357 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$270,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,732,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,510,248 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,319,148 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,648,202 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,413,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,862,046 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE THE PREFERRED HOME FOR MEN AND WOMEN OF ALL FAITHS WHO WISH TO LIVE THEIR LATER YEARS IN AN ENVIRONMENT WITH DIGNITY, INDIVIDUALITY AND THE HIGHEST ATTAINABLE LEVEL OF INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,979,691 | ExpenseAmt |
| Revenue | $14,910,670 | RevenueAmt |
| Desc | SAINT SIMEON'S HOME IN TULSA, OKLAHOMA CONTINUES ITS TRADITION OF EXCELLENT CARE FOR OVER 60 YEARS. WE ARE THE PREFERRED HOME FOR MEN AND WOMEN OF ALL FAITHS WHO WISH TO LIVE THEIR LATER YEARS IN AN ENVIRONMENT WITH DIGNITY, INDIVIDUALITY, AND THE HIGHEST ATTAINABLE LEVEL OF INDEPENDENCE. SAINT SIMEON'S SEEKS TO PROVIDE DIGNITY TO EACH RESIDENT BY HONORING HIS OR HER UNIQUE INTERESTS, ABILITIES, AND LIFE EACH PERSON HAS LED. WE WELCOME YOU TO LEARN MORE ABOUT SAINT SIMEON'S AT SAINTSIMEONS.ORG. | Desc |
| Total Program Service Expenses | $13,979,691 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 386 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ROBINSON | PersonNm |
| Phone | 9187941909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KY CHAFFIN | ||||||||
| EXECUTIVE CH | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BROWN | ||||||||
| VICE-CHAIRMA | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA MARTIN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STUART G SPENCER | ||||||||
| PAST EXEC CH | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PRICE ATKINS | ||||||||
| FINANCE COMM | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM LANGDON | ||||||||
| NOMINATING C | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV DAVID BUMSTEAD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY DANDELLES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE REV DR LEE DOMINICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE S DOTSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 3.00 | ||
| WILLIAM E FARRIOR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| DR JAMES R GUERIN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY ALLEN GRAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELIA HOWELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLINT JOHNSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL JOHNSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN KRIEGEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASIE LEWIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TARA LITTLEFIELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B LYON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARILYN MORRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MATTHEW MORTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA NAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JANEL PASLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THE RT REV POULSON REED | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| TOM SCHOOLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAC STALLCUP | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY YANG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA GREEN | ||||||||
| PRESIDENT & | 40.00 | Yes (X) | $338,405 | $0 | $33,428 | |||
| TONY CROUCH | ||||||||
| DIRECTOR OF | 40.00 | Yes (X) | $134,074 | $0 | $8,809 | |||
| STEPHANIE KIMBALL | ||||||||
| HR DIRECTOR | 40.00 | $117,418 | $0 | $0 | Yes (X) | |||
| STEPHANIE COLBERT | ||||||||
| CMA | 40.00 | $146,289 | $0 | $12,431 | Yes (X) | |||
| SHEQUANTA BRISKER | ||||||||
| ADON | 40.00 | $123,816 | $0 | $6,686 | Yes (X) | |||
| LEBRENDA JAMISON | ||||||||
| LPN W/ADMIN | 40.00 | $118,077 | $0 | $11,895 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $978,079 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $73,249 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORRISON LIVING | |||||
| 1 MARINA PARK DRIVE STE 702 | BOSTON | MA | 02110 | DINING SERVICES | $2,003,760 |
| RELIANT REHABILITATION | |||||
| 5800 GRANITE PARKWAY STE 1000 | PLANO | TX | 75024 | THERAPY SERVICE | $727,596 |
| BOOMERS SOLUTIONS OF TULSA | |||||
| PO BOX 95432 | GRAPEVINE | TX | 76099 | PHARMACY | $615,224 |
| ANAGO CLEANING SYSTEMS | |||||
| 4725 S MEMORIAL SUITE A | TULSA | OK | 74145 | JANITORIAL | $373,978 |
| MCINTOSH SERVICE LLC | |||||
| PO BOX 472208 | TULSA | OK | 74147 | REPAIR & MAINT | $181,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $987,194 | RelatedOrganizationsAmt |
| Total Contributions | $987,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROOM & BOARD | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $14,910,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,910,670 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,910,670 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $526 | TotalRevenueColumnAmt |
| Exclusion | $526 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185 | TotalRevenueColumnAmt |
| Exclusion | $185 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $61,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $61,922 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $61,922 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,960,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,972,592 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $711 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,479 | TotalAmt |
| Management And General | $472,479 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,159,871 | TotalAmt |
| Program Services | $6,265,809 | ProgramServicesAmt |
| Management And General | $894,062 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,217 | TotalAmt |
| Program Services | $92,125 | ProgramServicesAmt |
| Management And General | $20,092 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,106 | TotalAmt |
| Program Services | $408,101 | ProgramServicesAmt |
| Management And General | $89,005 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,209 | TotalAmt |
| Program Services | $523,119 | ProgramServicesAmt |
| Management And General | $114,090 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,325 | TotalAmt |
| Program Services | $8,234 | ProgramServicesAmt |
| Management And General | $23,091 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,048 | TotalAmt |
| Program Services | $34,445 | ProgramServicesAmt |
| Management And General | $96,603 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,270 | TotalAmt |
| Program Services | $65,270 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,269 | TotalAmt |
| Program Services | $40,269 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,817 | TotalAmt |
| Program Services | $252,817 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,603 | TotalAmt |
| Program Services | $658,109 | ProgramServicesAmt |
| Management And General | $9,494 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,628 | TotalAmt |
| Program Services | $11,628 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,505 | TotalAmt |
| Management And General | $46,505 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,000 | TotalAmt |
| Program Services | $1,400,000 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,682 | TotalAmt |
| Management And General | $349,682 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & BEVERAGE | $1,966,354 | $1,954,063 | $12,291 |
| OPERATIONS & MAINTENANCE | $1,532,366 | $1,510,246 | $22,120 |
| BAD DEBT EXPENSE | $335,721 | $335,721 | |
| EMPLOYEE EXPENSES | $160,266 | $67,252 | $93,014 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,449 | TotalAmt |
| Program Services | $352,483 | ProgramServicesAmt |
| Management And General | $8,966 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,231,185 | TotalAmt |
| Program Services | $13,979,691 | ProgramServicesAmt |
| Management And General | $2,251,494 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,561 | BOYAmt |
| EOY | $601,519 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,894 | BOYAmt |
| EOY | $1,035,649 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $96,543 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,865 | BOYAmt |
| EOY | $81,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,008,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,313,343 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,336,180 | BOYAmt |
| EOY | $22,694,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,732,500 | BOYAmt |
| EOY | $24,510,248 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,769,871 | BOYAmt |
| EOY | $985,659 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $61,820 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,277 | BOYAmt |
| EOY | $600,723 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,319,148 | BOYAmt |
| EOY | $1,648,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,413,352 | BOYAmt |
| EOY | $22,862,046 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,413,352 | BOYAmt |
| EOY | $22,862,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,732,500 | BOYAmt |
| EOY | $24,510,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$270,688 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $1,719,382 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,015,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,516,069 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,541,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $825,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $987,194 | CurrentTaxYearAmt |
| Total | $9,885,804 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,227,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,504,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,723,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,791,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,972,592 | CurrentTaxYearAmt |
| Total | $67,218,996 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,242,873 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,020,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,264,685 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,616,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,959,786 | CurrentTaxYearAmt |
| Total | $77,104,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $77,104,800 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $711 | CurrentTaxYearAmt |
| Total | $6,352 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,605 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $711 | CurrentTaxYearAmt |
| Total | $6,352 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,243,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,021,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,267,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,617,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,960,497 | CurrentTaxYearAmt |
| Total | $77,111,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $441,332 | OtherCostOrOtherBasisAmt |
| Book Value | $441,332 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,029,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,653,343 | DepreciationAmt |
| Book Value | $21,375,717 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,537,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,660,000 | DepreciationAmt |
| Book Value | $877,728 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,694,777 | TotalBookValueLandBuildingsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| ANGELA GREEN | ||||
| PRESIDENT & CEO | $338,405 | $16,572 | $16,856 | $371,833 |
| STEPHANIE COLBERT | ||||
| CMA | $146,289 | $6,005 | $6,426 | $158,720 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | SCOTT BROWN BETH BROWN TRUSTEE-HOME TRUSTEE-FDN MARRIED MAC STALLCUP MELISSA STALLCUP TRUSTEE-HOME TRUSTEE-FDN MARRIED EMILY YANG MELISSA STALLCUP TRUSTEE-HOME TRUSTEE-FDN DAUGHTER |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT AND CFO. THE TRUSTEES SERVING ON THE FINANCE COMMITTEE ARE PROVIDED A COPY FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE HOME HAS AN ANNUAL DISCLOSURE FORM THAT IS SIGNED BY OFFICERS AND BOARD TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION IS ASSESSED ANNUALLY BY THE BOARD USING BOTH EXTERNAL AND INTERNAL INFORMATION. THIS IS DONE PRIOR TO THE OFFICER'S ANNIVERSARY DATE. THE LAST REVIEW WAS DONE IN OCTOBER 2023. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION IS ASSESSED ANNUALLY BY THE BOARD USING BOTH EXTERNAL AND INTERNAL INFORMATION. THIS IS DONE PRIOR TO THE OFFICER'S ANNIVERSARY DATE. THE LAST REVIEW FOR THE CFO WAS DONE IN JULY 2023. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT SIMEON'S EPISCOPAL HOME FNDN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731615760 | EIN |
| Primary Activities | FUNDRAISIN | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAINT SIMEON'S EPISCOPAL HOME FNDN | ||
| C | $987,194 | ACTUAL AMOUNT |
| SAINT SIMEON'S EPISCOPAL HOME FNDN | ||
| D | $45,443 | NOTE RECEIVABLE BALANCE |
| SAINT SIMEON'S EPISCOPAL HOME FNDN | ||
| L | $48,000 | ADMIN SERVICE AGREEMENT |
| SAINT SIMEON'S EPISCOPAL HOME FNDN | ||
| Q | $342,536 | PAYROLL EXPENSES |