2015-02-16T12:39:12-06:00 2014-06-30 731331618 LUTON & CO PLLC 201 NW 63RD ST STE 100 OKLAHOMA CITY OK 73116 990 2013-07-01 730590119 SUNBEAM FAMILY SERVICES INC SUNB 4055287721 1100 NW 14TH ST OKLAHOMA CITY OK 73106 JIM PRIEST CHIEF EXECUTIVE OFFICER 4055287721 2014-12-29 true DAVID R BRADY P01228402 4058487313 2015-02-16 2013 2016-03-07 17:11:31Z JIM PRIEST 1100 NW 14TH ST OKLAHOMA CITY OK 73106 7975047 false X WWW.SUNBEAMFAMILYSERVICES.ORG X 1907 OK THE MISSION OF SUNBEAM FAMILY SERVICES, INC. IS TO PROVIDE PEOPLE OF ALL AGES WITH HELP, HOPE AND THE OPPORTUNITY TO SUCCEED. THIS IS ACHIEVED BY PROVIDING THE POOR AND WORKING POOR WITH QUALITY, AFFORDABLE SOCIAL SERVICES FREE OF CHARGE OR ON A SLIDING SCALE FEE BASIS WHICH RESULT IN IMPROVED INDIVIDUAL AND FAMILY FUNCTIONING. DURING THE REPORTING YEAR, SUNBEAM SERVED 8,346 CLIENTS COMPARED TO 6,953 CLIENTS THE PREVIOUS YEAR. WE SAW 1,393 MORE CLIENTS (20% INCREASE). 25 25 173 625 0 10522565 7728243 138274 200493 9545 -35948 24324 20350 10694708 7913138 0 0 4399828 4526412 0 111833 2211085 2232911 6610913 6759323 4083795 1153815 12382328 14825638 409702 1699197 11972626 13126441 X THE MISSION OF SUNBEAM FAMILY SERVICES, INC. IS TO PROVIDE PEOPLE OF ALL AGES WITH HELP, HOPE AND THE OPPORTUNITY TO SUCCEED. THIS IS ACHIEVED BY PROVIDING THE POOR AND WORKING POOR WITH QUALITY, AFFORDABLE SOCIAL SERVICES FREE OF CHARGE OR ON A SLIDING SCALE FEE BASIS WHICH RESULT IN IMPROVED INDIVIDUAL AND FAMILY FUNCTIONING. DURING THE REPORTING YEAR, SUNBEAM SERVED 8,346 CLIENTS COMPARED TO 6,953 CLIENTS THE PREVIOUS YEAR. WE SAW 1,393 MORE CLIENTS (20% INCREASE). true false 3363063 25971 SUNBEAM'S EARLY CHILDHOOD PROGRAMS ARE PROVIDED THROUGH PARTNERSHIPS WITH OKLAHOMA CITY PUBLIC SCHOOLS, LATINO COMMUNITY DEVELOPMENT AGENCY AND OKLAHOMA COUNTY COMMUNITY ACTION AGENCY. WE STRIVE TO SERVE THE CHILDREN OF GREATEST DISADVANTAGE (THOSE THAT ARE STATISTICALLY THE LEAST LIKELY TO SUCCEED IN SCHOOL WITHOUT EARLY INTERVENTION). THIS PAST YEAR OUR EARLY CHILDHOOD EDUCATION PROGRAMS AT OKC EDUCARE, TONY REYES, EMERSON ALTERNATIIVE SCHOOL AND HOME-BASED PROGRAMS WERE FULLY ENROLLED; SERVING 728 CLIENTS (422 CHILDREN BIRTH TO AGE 5 AND THEIR 306 FAMILY MEMBERS). OVER 200 CHILDREN WERE ON THE OKC EDUCARE WAITING LIST. SUNBEAM FAMILY SERVICES EARLY CHILDHOOD USES CREATIVE CURRICULUM/TEACHING STRATEGIES GOLD AS ITS CURRICULUM. CREATIVE CURRICULUM/TEACHING STRATEGIES GOLD INCORPORATES RESEARCH AND BEST PRACTICES IN ITS MODEL AND INCLUDES ENGLISH AND SPANISH EDITIONS. SUNBEAM FAMILY SERVICES EARLY CHILDHOOD SERVICES' STAFF RECORD WEEKLY OBSERVATIONS ON EACH CHILD AND UPLOAD DOCUMENTATION TO SUPPORT EACH OBSERVATION. THESE OBSERVATIONS ARE CHECKED BY EACH MASTER TEACHER AND THE EDUCATION DIRECTOR REGULARLY AND MODIFICATIONS ARE MADE FOR INDIVIDUALIZED INSTRUCTION FOR EACH CHILD. OKC EDUCARE IS PART OF A NATIONAL RESEARCH PROJECT OF THE EDUCARE LEARNING NETWORK. INDEPENDENT EVALUATIONS OF CHILDREN ENROLLED AT OKC EDUCARE WHERE EARLY CHILDHOOD SERVICES ARE PROVIDED WERE PERFORMED BY ANSELM LEARNING, OUR LOCAL EVALUATION PARTNER. OKC EDUCARE TEACHERS ALSO GATHER DATA AT PROGRESS CHECKPOINTS QUARTERLY, WITH DATA ANALYSIS CONDUCTED BY CREATIVE CURRICULUM. ANALYSIS REVEALED THAT 100% OF THE CHILDREN IN ALL AGE GROUPS DEMONSTRATED GROWTH IN THE IDENTIFIED AREAS. FURTHERMORE, ALL OF THE ENROLLED CHILDREN AT OKC EDUCARE RECEIVE QUARTERLY MENTAL HEALTH ASSESSMENTS, EVALUATIONS, AND REFERRALS AS NEEDED FOR ADDITIONAL SERVICES. THE CLASS IS A PROCESS EVALUATION INSTRUMENT AND WAS USED TO DETERMINE HOW OKC EDUCARE CLASSES ARE FUNCTIONING IN RELATION TO EMOTIONAL AND BEHAVIORAL SUPPORT AS WELL AS LEARNING ENGAGEMENT. WHILE STAFF TURNOVER INEVITABLY AFFECTS CLASS SCORES FROM YEAR TO YEAR, IT IS ENCOURAGING TO REPORT THAT A SLOW BUT STEADY INCREASE IN BOTH EMOTIONAL AND BEHAVIORAL SUPPORT SCORES AS WELL AS ENGAGED SUPPORT FOR LEARNING SCORES IS NOW EVIDENT. THIS IS BASED ON A TREND THAT INCLUDES 2011 TO 2012, 2012 TO 2013, AND MOST RECENTLY 2013 TO 2014. THIS SLOW BUT STEADY INCREASE IN SCORES PROVIDES EVIDENCE AS A UNIT, OVERALL OKC EDUCARE IS STEADILY IMPROVING WITH REGARD TO CREATING A LEARNING ATMOSPHERE THAT IS EMOTIONALLY AND BEHAVIORALLY SUPPORTIVE WHILE ENGAGING YOUNG CHILDREN IN ACTIVE LEARNING. THE INFANT/TODDLER ENVIRONMENT RATING SCALE (ITERS) AND EARLY CHILDHOOD ENVIRONMENT RATING SCALE (ECERS) WERE USED TO EVALUATE YOUNG CHILDREN IN CHILD DEVELOPMENT/CLASSROOM SETTINGS AT OKC EDUCARE. THE ITERS AVERAGE SCORE INCREASED FROM 5.3 IN 2011-12 TO 5.5 IN 2012-13 AND UPWARD TO 6.01 IN 2013-2014. THE ECERS AVERAGE SCORE INCREASED FROM 4.8 IN 2011-12 TO 4.9 IN 2012-13 AND TO 5.0 IN 2013-2014. THESE INCREASES MAY SOUND SMALL TO THE CASUAL READER, BUT ACTUALLY REPRESENT STATISTICALLY SIGNIFICANT GAINS. 1001859 THE CAREGIVER FUNDAMENTALS PROGRAM PROVIDED 1,891 UNITS OF CAREGIVER EDUCATION, COUNSELING, RESPITE SERVICES, AND SCHOOL SUPPLIES TO 5,859 CLIENTS. THROUGH THE CAREGIVER FUNDAMENTALS PROGRAM, CAREGIVERS RECEIVED INCREASED ACCESS TO EDUCATION AND COMMUNITY REFERRALS. GRANDPARENTS WERE ALSO ABLE TO INCREASE ACCESS TO COMMUNITY SERVICES, SUPPORT THROUGH RESPITE CARE, AND ITEMS SUCH AS SCHOOL SUPPLIES WHICH ASSISTS WITH FINANCIAL STABILITY. ALL THE SERVICES OF THE CAREGIVER FUNDAMENTALS PROGRAM HELPED MAKE THE JOURNEY OF CARING FOR A LOVED ONE MORE MANAGEABLE; AND, FOR THOSE RECEIVING CARE, IT PROVIDED THE OPPORTUNITY TO MAINTAIN A LIFE WITHIN THEIR OWN HOME SETTING. NINETY-TWO PERCENT (92%) OF CAREGIVERS RECEIVING RESPITE SUPPORT REPORTED THE ASSISTANCE ENABLED THEIR LOVED ONE TO CONTINUE TO LIVE AT HOME. ABSENT THIS SUPPORT, SOME WOULD BE PLACED IN A NURSING HOME EARLIER. ONE HUNDRED EIGHTEEN (118) SENIOR COMPANION VOLUNTEERS OVER THE AGE OF 55 PROVIDED 85,647 UNITS OF SUPPORTIVE SERVICES TO 397 CLIENTS SO THAT FRAIL ELDERLY SENIORS ISOLATED AND LIVING ALONE COULD BE CARED FOR BY A CAREGIVER, PROVIDED WITH THE SUPPORT NEEDED TO MAINTAIN SELF-SUFFICIENCY AND REMAIN IN THIER OWN HOME AS LONG AS SAFELY POSSIBLE TO AVOID NURSING HOME PLACEMENT. WE ACHIEVED 85% OF OUR CLIENTS SERVED GOAL AND ACHIEVED 97% OF OUR UNITS OF SERVICE GOALS. BASED ON ANNUAL SURVEY RESULTS, 94% OF CLIENTS ASSIGNED A SENIOR COMPANION REPORTED FEELING LESS ISOLATED AND LONELY, AND 91% WERE ABLE TO CONTINUE LIVING IN THEIR OWN HOME. WERE NURSING HOME PLACEMENT REQUIRED, THE APPROXIMATE COST TO THE OKLAHOMA MEDICAID PROGRAM WOULD HAVE BEEN APPROXIMATELY 50,000/CLIENT ANNUALLY COMPARED WITH A SENIOR COMPANION VOLUNTEER PROVIDING 20 HOURS OF AT-HOME WEEKLY SUPPORT AT AN ANNUAL COST OF APPROXIMATELY 2,000/YEAR. THE EMERGENCY SENIOR SHELTER PROVIDED SHORT-TERM, EMERGENCY SHELTER FOR OLDER ADULTS WHO ARE VICTIMS OF ABUSE, NEGLECT, SELF-NEGLECT OR EXPLOITATION. WHEN BEDS WERE AVAILABLE, THE SHELTER ALSO SERVED AS TRANSITIONAL HOUSING BETWEEN HOSPITAL AND HOME FOR MEDICALLY-FRAGILE INDIVIDUALS WHO OTHERWISE WOULD BE PLACED IN A CONVENTIONAL HOMELESS SHELTER. THE SHELTER PROVIDED SERVICES TO 105 RESIDENTS (96% OF GOAL). BY MORE FULLY INTEGRATING OUR CONSELING SERVICES, WE WERE ABLE TO MORE EFFECTIVELY SERVE RESIDENTS WITH HIGHER ACUITY LEVELS, AND INCREASE OUR PLACEMENT SUCCESS RATE FROM 84% TO 85% OF PLACEMENTS. SUNBEAM SENIOR SERVICES ADDED A NEW PROGRAM. ADVANTAGE CASE MANAGEMENT - OKLAHOMA'S MEDICAID WAIVER PROGRAM. THE GOAL IS TO PROVIDE COMPREHENSIVE CASE MANAGEMENT FOR SENIORS WHO MEET INCOME ELIGIBILITY AND HAVE A CHRONIC HEALTH CONDITION, OR ARE DISABLED. ANOTHER GOAL OF THE PROGRAM IS TO PROVIDE HOME AND COMMUNITY-BASED SERVICES, SUCH AS IN-HOME CARE, SKILLED NURSING, PERSONAL CARE, AND HOME-DELIVERED MEALS IN ORDER FOR THE INDIVIDUAL TO SAFELY AND COMFORTABLY LIVE IN THEIR OWN HOME. THIS PROGRAM REDUCES NURSING HOME PLACEMENT AND REDUCES ANNUAL COSTS FROM 50,000 AVERAGE NURSING HOME EXPENSE TO AN AVERAGE OF 14,000. FROM JANUARY 2014 TO THE END OF THE FISCAL YEAR, JUNE 30, 2014, 15 CLIENTS WERE SERVED DURING THIS START-UP YEAR OF THE PROGRAM. 439055 OUR EMERGENCY FOSTER CARE, BRIDGE HOME CARE AND CASEY FAMILY PROGRAMS SET A GOAL OF PROVIDING 13,148 DAYS OF CARE TO 300 CHILDREN IN FY14. WE ACTUALLY PROVIDED 10,240 DAYS OF CARE (78% OF GOAL) TO 216 CHILDREN (72% OF GOAL). CHILDREN DISCHARGED FROM OUR FOSTER CARE PROGRAMS WERE PLACED AS FOLLOWS: 62 WERE PLACED WITH KINSHIP FAMILIES; 90 WERE PLACED IN LONG TERM TRADITIONAL FOSTER CARE; 1 WAS PLACED IN THERAPEUTIC FOSTER CARE; 1 WAS PLACED IN TRIBAL FOSTER CARE, 12 CHILDREN RETURNED TO THEIR BIRTH FAMILIES, AND 6 CHILDREN WERE ADOPTED BY THEIR SUNBEAM FOSTER FAMILIES. ON JUNE 30,2014, SUNBEAM'S LONG TERM CONTRACT WITH DHS AND THOSE OF ALL BUT ONE OTHER LOCAL FOSTER CARE PROVIDER WERE TERMINATED. DHS NOW CONTRACTS WITH ONLY FOUR PROVIDERS STATEWIDE TO PROVIDE FOSTER CARE SERVICES. SUNBEAM HAS A CONTRACT WITH TWO OF THE FOUR. WE COMPLETED OUR NINTH FULL YEAR OF MANAGING THE OKLAHOMA CASEY FAMILY PROGRAM WHICH SERVED NINE YOUTH TRANSITIONING INTO ADULTHOOD OR WERE ALREADY OF ADULT AGE. CASEY FAMILY PROGRAM OF SEATTLE MADE THE DECISION TO CANCEL THIS PROGRAM EFFECTIVE APRIL 30, 2014 AND THE REMAINING YOUTH AND THE CASE MANAGEMENT SERVICES WERE TRANSFERRED TO FOSTER CARE TO SUCCESS. OF THE NINE YOUTH, TWO COMPLETED THEIR BACHELOR'S DEGREES; ONE IS COMPLETING REQUIREMENTS FOR A PH.D.; ONE IS ATTENDING COLLEGE; TWO ARE ATTENDING A VOCATIONAL TRAINING PROGRAM; ONE COMPLETED HIGH SCHOOL AND EARNED A HIGH SCHOOL DIPLOMA AND TWO EARNED VOCATIONAL TRAINING CERTIFICATIONS. 898494 174522 THE SUNBEAM COUNSELING PROGRAM TOUCHED THE OKLAHOMA CITY COMMUNITY IN MANY VARIED WAYS DURING THE FY 2014, BY PROVIDING COUNSELING AND MENTAL HEALTH SERVICES, SUPPORT, TRAINING AND EDUCATION, AND SUPERVISION FOR FUTURE COUNSELORS. THE COUNSELING PROGRAM PROVIDED 6,905 UNITS OF SERVICE TO 892 CLIENTS DURING FY 2014. THE MAJORITY OF THOSE SERVICES WAS INDIVIDUAL, FAMILY, AND MARITAL THERAPY FOR CLIENTS. SUNBEAM COUNSELING STAFF COLLABORATED WITH MOORE YOUTH AND FAMILY AND PROVIDED NUMEROUS INDIVIDUAL AND GROUP SERVICES TO THE VICTIMS OF THE MAY 2013 TORNADO BEGINNING IN THE FY 2014. WE PROVIDED MANY HOURS OF "JOURNEY OF HOPE" GROUPS WHICH WERE HELD IN THE MOORE PUBLIC SCHOOL CLASSROOMS AND ALSO PROVIDED GROUP THERAPY IN THE OKLAHOMA CITY PUBLIC SCHOOL CESAR CHAVEZ ELEMENTARY SCHOOL DURING FY 2014. SUNBEAM COUNSELING STAFF ALSO PROVIDED COUNSELING SERVICES IN COLLABORATION WITH MOORE YOUTH AND FAMILY BY ASSISTING WITH FIVE WEEKS OF CAMP NOAH DURING THE FY 2014. OUR STAFF TOUCHED SEVERAL HUNDRED CHILDREN'S LIVES WHICH HAD BEEN AFFECTED BY THE MAY 2013 TORNADO. THESE NUMBERS WERE NOT INCLUDED IN THE 892 CLIENT COUNT. OF THOSE 6,905 UNITS OF SERVICES, 374 UNITS OF SERVICES (INDIVIDUAL AND FAMILY THERAPY) WERE FOR 98 EAP CLIENTS, AVERAGING ALMOST FOUR SESSIONS PER CLIENT. COUNSELING STAFF ALSO PROVIDED 104 UNITS OF SERVICE (EMPLOYEE EDUCATION AND TRAINING) TO THE ORGANIZATIONS WITH WHICH WE CONTRACT TO PROVIDE EAP SERVICES. SOME OF THE TRAINING/SEMINAR TOPICS COVERED DURING THESE TRAINING SESSIONS: CONFLICT RESOLUTION TECHNIQUES, ANGER MANAGEMENT, DRUG/ALCOHOL PREVENTION EDUCATION, AND MANAGING STRESS AND CHANGE. WE PROVIDED 328 UNITS OF SERVICE FOR OUR GRADUATE PROGRAM INTERNS THIS FY. THE INTERNS CAME FROM UCO AND OCU. ALL THREE INTERNS COMPLETED THEIR INTERN PROGRAMS AND HOURS NEEDED FOR COMPLETION OF THEIR MASTER'S DEGREE. ONE INTERN WAS HIRED AS A FULL TIME STAFF IN RECOGNITION OF HER PERFORMANCE DURING THE INTERNSHIP WITH SUNBEAM FAMILY SERVICES. 898494 174522 5702471 true true false false false false false false false true true false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false true true true true false false true 18 0 173 true false false false false false false false false false false X 25 25 true false false false false false false true true false false true true true true true true true true false OK X X ORGANIZATION 4055287721 1100 NW 14TH STREET OKLAHOMA CITY OK 73103 DIANNA BERRY DIRECTOR 1.00 X 0 0 0 GINNY BASS CARL PAST PRESIDE 2.00 X 0 0 0 LARRY DAVIS TREASURER 2.00 X 0 0 0 JENNIFER GRIGSBY PRESIDENT EL 2.00 X 0 0 0 KELLY GRAY DIRECTOR 1.00 X 0 0 0 GAIL HUNERYAGER DIRECTOR 1.00 X 0 0 0 KATIE BLAIK JAMES DIRECTOR 1.00 X 0 0 0 PHILIP LANCE DIRECTOR 1.00 X 0 0 0 DAVID LOFTIS VICE-PRESIDE 1.00 X 0 0 0 PRIYA RAMKUMAR DIRECTOR 1.00 X 0 0 0 JOE RAY PRESIDENT 2.00 X 0 0 0 PHYLLIS STONG DIRECTOR 1.00 X 0 0 0 SANDY TRUDGEON SECRETARY 2.00 X 0 0 0 AIMEE AHPEATONE DIRECTOR 1.00 X 0 0 0 GARY ALLISON DIRECTOR 1.00 X 0 0 0 TONY WELCH DIRECTOR 1.00 X 0 0 0 BERNEST CAIN DIRECTOR 1.00 X 0 0 0 DION CRIDER DIRECTOR 1.00 X 0 0 0 LIDIA DIAZ DIRECTOR 1.00 X 0 0 0 JENNIE PENNER DIRECTOR 1.00 X 0 0 0 STEVE GRIGSBY DIRECTOR 1.00 X 0 0 0 ESTELA HERNANDEZ DIRECTOR 1.00 X 0 0 0 CANDY HERRALD DIRECTOR 1.00 X 0 0 0 WENDI SCHUUR DIRECTOR 1.00 X 0 0 0 JEFF NAPOLIELLO DIRECTOR 1.00 X 0 0 0 SALLY NICHOLS STARLING DIRECTOR 1.00 X 0 0 0 RAY BITSCHE JR CEO 40.00 X 103185 0 8267 REBECCA DENNY CFO 40.00 X 76574 0 4343 JULIA REED COO 40.00 X 68683 0 3446 KELLI DUPAY CMD 40.00 X 64267 0 7441 DOUG GIBSON COO 40.00 X 0 0 0 COURTNEY HYDER CMD 40.00 X 0 0 0 312709 23497 1 false false false FLINTCO LLC 2302 S PROSPECT AVENUE OKLAHOMA CITY OK 731296466 GEN CONTRACTOR 165486 ANSELM CENTER FOR CONSULTATION AND EVALUATION LLC 1005 POST OAK LANE EDMOND OK 73034 CONSULTATION 125000 REES & ASSOCIATES INC 9211 LAKE HEFNER PKWY 300 OKLAHOMA CITY OK 731202073 ARCHITECTURAL 124517 3 937321 82412 4779971 1928539 7728243 CLIENT FEES 200493 200493 200493 9961 9961 16988 16988 16988 16988 16000 61909 -45909 -45909 -45909 MISCELLANEOUS 3362 3362 3362 7913138 200493 -15598 367380 303860 59663 3857 3426912 2834429 556439 36044 63783 36114 27315 354 291943 262224 26706 3013 376394 315660 57143 3591 114740 77490 29364 7886 198072 164398 30223 3451 50563 47791 1747 1025 102309 85612 11382 5315 27547 17608 9528 411 85352 69813 14730 809 PARTNER SERVICES 522387 522387 SPECIFIC ASSISTANCE 403030 396728 4691 1611 PROFESSIONAL FEES 379056 234316 101495 43245 NUTRITION PROGRAM 170583 170583 179272 163458 14593 1221 6759323 5702471 945019 111833 4427555 5078294 104322 104869 6387822 4308118 68058 94269 148287 98028 6337684 1251874 1195684 5085810 50600 56250 12382328 14825638 395277 1699197 14425 409702 1699197 X 2718719 6726336 9253907 6400105 11972626 13126441 12382328 14825638 1153815 X false true X true true true X 6936399 6880479 12885508 10297565 7728243 44728194 6936399 6880479 12885508 10297565 7728243 44728194 4802238 39925956 26576 36571 27420 33095 26949 150611 44200 39711 83911 44962716 200493 0.88800 0.90410 X PART II, LINE 10 OTHER INCOME 83,911 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1757223 1501 235340 84848 22562 1886654 1681887 928 177860 81116 22336 1757223 1759297 1966 18844 81016 17204 1681887 1578870 799 279516 83585 16303 1759297 1528375 1869 159696 96917 14153 1578870 1.00000 true true true 57293 57293 6015646 1010722 5004924 236745 213152 23593 28000 28000 5085810 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE A FUNDING STREAM FOR FUTURE PROGRAM SERVICES. THE AMOUNTS INCLUDE FUNDS HELD AT LOCAL COMMUNITY FOUNDATIONS AND FUNDS DESIGNATED FOR ENDOWMENT AND HELD AT THE FOUNDATION FOR SUNBEAM FAMILY SERVICES, A RELATED ENTITY. SCHEDULE D, PAGE 3, PART X THE FINANCIAL STATEMENTS INCLUDED A FOOTNOTE THAT STATED THAT MANAGEMENT DID NOT BELIEVE THAT ANY UNCERTAIN TAX POSITIONS CURRENTLY EXIST AND NO LOSS CONTINGENCY WAS RECOGNIZED IN THE FINANCIAL STATEMENTS. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF SUNBEAM FAMILY SERVICES, INC. IS TO PROVIDE PEOPLE OF ALL AGES WITH HELP, HOPE AND THE OPPORTUNITY TO SUCCEED. THIS IS ACHIEVED BY PROVIDING THE POOR AND WORKING POOR WITH QUALITY, AFFORDABLE SOCIAL SERVICES FREE OF CHARGE OR ON A SLIDING SCALE FEE BASIS WHICH RESULT IN IMPROVED INDIVIDUAL AND FAMILY FUNCTIONING. DURING THE REPORTING YEAR, SUNBEAM SERVED 8,346 CLIENTS COMPARED TO 6,953 CLIENTS THE PREVIOUS YEAR. WE SAW 1,393 MORE CLIENTS (20% INCREASE). FORM 990, PAGE 2, PART III, LINE 2 YES, OUR COUNSELING PROGRAM WAS CALLED UPON TO ASSIST MOORE YOUTH AND FAMILY SERVICES TO AUGMENT THEIR SERVICES TO CHILDREN AND FAMILIES TRAUMATIZED BY THE TORNADOES IN 2013. THE OKLAHOMA CITY COMMUNITY FOUNDATION ALSO CALLED UPON THE SUNBEAM COUNSELING PROGRAM TO PROVIDE CASE MANAGEMENT TO INDIVIDUALS AND FAMILIES SEEKING HELP WITH EXPENSES INCURRED AS A RESULT OF THE TORNADOES. SUNBEAM WAS ALSO AWARDED A CONTRACT TO PROVIDE CASE MANAGEMENT TO CLIENTS IN THE ADVANTAGE MEDICAID WAIVER PROGRAM. FORM 990, PAGE 2, PART III, LINE 4A STRATEGIES GOLD AS ITS CURRICULUM. CREATIVE CURRICULUM/TEACHING STRATEGIES GOLD INCORPORATES RESEARCH AND BEST PRACTICES IN ITS MODEL AND INCLUDES ENGLISH AND SPANISH EDITIONS. SUNBEAM FAMILY SERVICES EARLY CHILDHOOD SERVICES' STAFF RECORD WEEKLY OBSERVATIONS ON EACH CHILD AND UPLOAD DOCUMENTATION TO SUPPORT EACH OBSERVATION. THESE OBSERVATIONS ARE CHECKED BY EACH MASTER TEACHER AND THE EDUCATION DIRECTOR REGULARLY AND MODIFICATIONS ARE MADE FOR INDIVIDUALIZED INSTRUCTION FOR EACH CHILD. OKC EDUCARE IS PART OF A NATIONAL RESEARCH PROJECT OF THE EDUCARE LEARNING NETWORK. INDEPENDENT EVALUATIONS OF CHILDREN ENROLLED AT OKC EDUCARE WHERE EARLY CHILDHOOD SERVICES ARE PROVIDED WERE PERFORMED BY ANSELM LEARNING, OUR LOCAL EVALUATION PARTNER. OKC EDUCARE TEACHERS ALSO GATHER DATA AT PROGRESS CHECKPOINTS QUARTERLY, WITH DATA ANALYSIS CONDUCTED BY CREATIVE CURRICULUM. ANALYSIS REVEALED THAT 100% OF THE CHILDREN IN ALL AGE GROUPS DEMONSTRATED GROWTH IN THE IDENTIFIED AREAS. FURTHERMORE, ALL OF THE ENROLLED CHILDREN AT OKC EDUCARE RECEIVE QUARTERLY MENTAL HEALTH ASSESSMENTS, EVALUATIONS, AND REFERRALS AS NEEDED FOR ADDITIONAL SERVICES. THE CLASS IS A PROCESS EVALUATION INSTRUMENT AND WAS USED TO DETERMINE HOW OKC EDUCARE CLASSES ARE FUNCTIONING IN RELATION TO EMOTIONAL AND BEHAVIORAL SUPPORT AS WELL AS LEARNING ENGAGEMENT. WHILE STAFF TURNOVER INEVITABLY AFFECTS CLASS SCORES FROM YEAR TO YEAR, IT IS ENCOURAGING TO REPORT THAT A SLOW BUT STEADY INCREASE IN BOTH EMOTIONAL AND BEHAVIORAL SUPPORT SCORES AS WELL AS ENGAGED SUPPORT FOR LEARNING SCORES IS NOW EVIDENT. THIS IS BASED ON A TREND THAT INCLUDES 2011 TO 2012, 2012 TO 2013, AND MOST RECENTLY 2013 TO 2014. THIS SLOW BUT STEADY INCREASE IN SCORES PROVIDES EVIDENCE AS A UNIT, OVERALL OKC EDUCARE IS STEADILY IMPROVING WITH REGARD TO CREATING A LEARNING ATMOSPHERE THAT IS EMOTIONALLY AND BEHAVIORALLY SUPPORTIVE WHILE ENGAGING YOUNG CHILDREN IN ACTIVE LEARNING. THE INFANT/TODDLER ENVIRONMENT RATING SCALE (ITERS) AND EARLY CHILDHOOD ENVIRONMENT RATING SCALE (ECERS) WERE USED TO EVALUATE YOUNG CHILDREN IN CHILD DEVELOPMENT/CLASSROOM SETTINGS AT OKC EDUCARE. THE ITERS AVERAGE SCORE INCREASED FROM 5.3 IN 2011-12 TO 5.5 IN 2012-13 AND UPWARD TO 6.01 IN 2013-2014. THE ECERS AVERAGE SCORE INCREASED FROM 4.8 IN 2011-12 TO 4.9 IN 2012-13 AND TO 5.0 IN 2013-2014. THESE INCREASES MAY SOUND SMALL TO THE CASUAL READER, BUT ACTUALLY REPRESENT STATISTICALLY SIGNIFICANT GAINS. FORM 990, PAGE 2, PART III, LINE 4B AT HOME. ABSENT THIS SUPPORT, SOME WOULD BE PLACED IN A NURSING HOME EARLIER. ONE HUNDRED EIGHTEEN (118) SENIOR COMPANION VOLUNTEERS OVER THE AGE OF 55 PROVIDED 85,647 UNITS OF SUPPORTIVE SERVICES TO 397 CLIENTS SO THAT FRAIL ELDERLY SENIORS ISOLATED AND LIVING ALONE COULD BE CARED FOR BY A CAREGIVER, PROVIDED WITH THE SUPPORT NEEDED TO MAINTAIN SELF-SUFFICIENCY AND REMAIN IN THIER OWN HOME AS LONG AS SAFELY POSSIBLE TO AVOID NURSING HOME PLACEMENT. WE ACHIEVED 85% OF OUR CLIENTS SERVED GOAL AND ACHIEVED 97% OF OUR UNITS OF SERVICE GOALS. BASED ON ANNUAL SURVEY RESULTS, 94% OF CLIENTS ASSIGNED A SENIOR COMPANION REPORTED FEELING LESS ISOLATED AND LONELY, AND 91% WERE ABLE TO CONTINUE LIVING IN THEIR OWN HOME. WERE NURSING HOME PLACEMENT REQUIRED, THE APPROXIMATE COST TO THE OKLAHOMA MEDICAID PROGRAM WOULD HAVE BEEN APPROXIMATELY 50,000/CLIENT ANNUALLY COMPARED WITH A SENIOR COMPANION VOLUNTEER PROVIDING 20 HOURS OF AT-HOME WEEKLY SUPPORT AT AN ANNUAL COST OF APPROXIMATELY 2,000/YEAR. THE EMERGENCY SENIOR SHELTER PROVIDED SHORT-TERM, EMERGENCY SHELTER FOR OLDER ADULTS WHO ARE VICTIMS OF ABUSE, NEGLECT, SELF-NEGLECT OR EXPLOITATION. WHEN BEDS WERE AVAILABLE, THE SHELTER ALSO SERVED AS TRANSITIONAL HOUSING BETWEEN HOSPITAL AND HOME FOR MEDICALLY-FRAGILE INDIVIDUALS WHO OTHERWISE WOULD BE PLACED IN A CONVENTIONAL HOMELESS SHELTER. THE SHELTER PROVIDED SERVICES TO 105 RESIDENTS (96% OF GOAL). BY MORE FULLY INTEGRATING OUR CONSELING SERVICES, WE WERE ABLE TO MORE EFFECTIVELY SERVE RESIDENTS WITH HIGHER ACUITY LEVELS, AND INCREASE OUR PLACEMENT SUCCESS RATE FROM 84% TO 85% OF PLACEMENTS. SUNBEAM SENIOR SERVICES ADDED A NEW PROGRAM. ADVANTAGE CASE MANAGEMENT - OKLAHOMA'S MEDICAID WAIVER PROGRAM. THE GOAL IS TO PROVIDE COMPREHENSIVE CASE MANAGEMENT FOR SENIORS WHO MEET INCOME ELIGIBILITY AND HAVE A CHRONIC HEALTH CONDITION, OR ARE DISABLED. ANOTHER GOAL OF THE PROGRAM IS TO PROVIDE HOME AND COMMUNITY-BASED SERVICES, SUCH AS IN-HOME CARE, SKILLED NURSING, PERSONAL CARE, AND HOME-DELIVERED MEALS IN ORDER FOR THE INDIVIDUAL TO SAFELY AND COMFORTABLY LIVE IN THEIR OWN HOME. THIS PROGRAM REDUCES NURSING HOME PLACEMENT AND REDUCES ANNUAL COSTS FROM 50,000 AVERAGE NURSING HOME EXPENSE TO AN AVERAGE OF 14,000. FROM JANUARY 2014 TO THE END OF THE FISCAL YEAR, JUNE 30, 2014, 15 CLIENTS WERE SERVED DURING THIS START-UP YEAR OF THE PROGRAM. FORM 990, PAGE 2, PART III, LINE 4C CONTRACTS WITH ONLY FOUR PROVIDERS STATEWIDE TO PROVIDE FOSTER CARE SERVICES. SUNBEAM HAS A CONTRACT WITH TWO OF THE FOUR. WE COMPLETED OUR NINTH FULL YEAR OF MANAGING THE OKLAHOMA CASEY FAMILY PROGRAM WHICH SERVED NINE YOUTH TRANSITIONING INTO ADULTHOOD OR WERE ALREADY OF ADULT AGE. CASEY FAMILY PROGRAM OF SEATTLE MADE THE DECISION TO CANCEL THIS PROGRAM EFFECTIVE APRIL 30, 2014 AND THE REMAINING YOUTH AND THE CASE MANAGEMENT SERVICES WERE TRANSFERRED TO FOSTER CARE TO SUCCESS. OF THE NINE YOUTH, TWO COMPLETED THEIR BACHELOR'S DEGREES; ONE IS COMPLETING REQUIREMENTS FOR A PH.D.; ONE IS ATTENDING COLLEGE; TWO ARE ATTENDING A VOCATIONAL TRAINING PROGRAM; ONE COMPLETED HIGH SCHOOL AND EARNED A HIGH SCHOOL DIPLOMA AND TWO EARNED VOCATIONAL TRAINING CERTIFICATIONS. FORM 990, PAGE 2, PART III, LINE 4D THE SUNBEAM COUNSELING PROGRAM TOUCHED THE OKLAHOMA CITY COMMUNITY IN MANY VARIED WAYS DURING THE FY 2014, BY PROVIDING COUNSELING AND MENTAL HEALTH SERVICES, SUPPORT, TRAINING AND EDUCATION, AND SUPERVISION FOR FUTURE COUNSELORS. THE COUNSELING PROGRAM PROVIDED 6,905 UNITS OF SERVICE TO 892 CLIENTS DURING FY 2014. THE MAJORITY OF THOSE SERVICES WAS INDIVIDUAL, FAMILY, AND MARITAL THERAPY FOR CLIENTS. SUNBEAM COUNSELING STAFF COLLABORATED WITH MOORE YOUTH AND FAMILY AND PROVIDED NUMEROUS INDIVIDUAL AND GROUP SERVICES TO THE VICTIMS OF THE MAY 2013 TORNADO BEGINNING IN THE FY 2014. WE PROVIDED MANY HOURS OF "JOURNEY OF HOPE" GROUPS WHICH WERE HELD IN THE MOORE PUBLIC SCHOOL CLASSROOMS AND ALSO PROVIDED GROUP THERAPY IN THE OKLAHOMA CITY PUBLIC SCHOOL CESAR CHAVEZ ELEMENTARY SCHOOL DURING FY 2014. SUNBEAM COUNSELING STAFF ALSO PROVIDED COUNSELING SERVICES IN COLLABORATION WITH MOORE YOUTH AND FAMILY BY ASSISTING WITH FIVE WEEKS OF CAMP NOAH DURING THE FY 2014. OUR STAFF TOUCHED SEVERAL HUNDRED CHILDREN'S LIVES WHICH HAD BEEN AFFECTED BY THE MAY 2013 TORNADO. THESE NUMBERS WERE NOT INCLUDED IN THE 892 CLIENT COUNT. OF THOSE 6,905 UNITS OF SERVICES, 374 UNITS OF SERVICES (INDIVIDUAL AND FAMILY THERAPY) WERE FOR 98 EAP CLIENTS, AVERAGING ALMOST FOUR SESSIONS PER CLIENT. COUNSELING STAFF ALSO PROVIDED 104 UNITS OF SERVICE (EMPLOYEE EDUCATION AND TRAINING) TO THE ORGANIZATIONS WITH WHICH WE CONTRACT TO PROVIDE EAP SERVICES. SOME OF THE TRAINING/SEMINAR TOPICS COVERED DURING THESE TRAINING SESSIONS: CONFLICT RESOLUTION TECHNIQUES, ANGER MANAGEMENT, DRUG/ALCOHOL PREVENTION EDUCATION, AND MANAGING STRESS AND CHANGE. WE PROVIDED 328 UNITS OF SERVICE FOR OUR GRADUATE PROGRAM INTERNS THIS FY. THE INTERNS CAME FROM UCO AND OCU. ALL THREE INTERNS COMPLETED THEIR INTERN PROGRAMS AND HOURS NEEDED FOR COMPLETION OF THEIR MASTER'S DEGREE. ONE INTERN WAS HIRED AS A FULL TIME STAFF IN RECOGNITION OF HER PERFORMANCE DURING THE INTERNSHIP WITH SUNBEAM FAMILY SERVICES. FORM 990, PAGE 6, PART VI, LINE 2 JENNIFER GRIGSBY STEVE GRIGSBY DIRECTOR DIRECTOR FAMILY RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS PRESENTED TO THE BOARD ANNUALLY FOR REVIEW, AND POTENTIAL CONFLICTS ARE ALSO REVIEWED AS THEY ARISE. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ADJUSTED ANNUALLY BY THE BOARD OF DIRECTORS BASED ON THEIR KNOWLEDGE OF THE ENTITY AND THEIR EXPERIENCE WITH AND KNOWLEDGE OF OTHER SIMILAR NOT-FOR-PROFIT ENTITIES. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION FOR OTHER OFFICERS IN THE ORGANIZATION IS APPROVED BY THE BOARD IN THE ANNUAL BUDGET PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. SFS LLC PO BOX 61237 OKLAHOMA CITY OK 73146 271415212 SAME OK NA FOUNDATION FOR SUNBEAM FAMILY SERVICES PO BOX 61237 OKLAHOMA CITY OK 731461237 800531767 SUPPORTING OK 501C3 11A N/A false false false true false false false false false false false false false false true true false false false false FOUNDATION FOR SUNBEAM C 82412 AMOUNT GIVEN