ST SIMEONS EPISCOPAL HOME INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ST SIMEONS EPISCOPAL HOME INC (EIN 73-0708697)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349301051
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T06:18:19-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730604026 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARTAIN FISCHBEIN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 S HARVARD AVE STE 400 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146193 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730708697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMEON'S EPISCOPAL HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STSI | NameControl |
| Phone | 9184253583 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDSAY HURLEY FICK | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 9184253583 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE JONES | Name |
| PTIN | P00104727 | PTIN |
| Phone | 9187496601 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDSAY HURLEY FICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12442357 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTSIMEONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 255 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 850416 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2238695 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10091915 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10191173 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2345 | InvestmentIncomePriorYear |
| Investment Income Current Year | 516 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47787 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11973 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10992463 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12442357 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6391772 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6361404 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5154392 | OtherExpensePriorYear |
| Other Expenses Current Year | 5234757 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11546164 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11596161 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -553701 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 846196 | RevenuesLessExpensesCY |
| Total Assets BOY | 31734611 | TotalAssetsBOY |
| Total Assets EOY | 32428668 | TotalAssetsEOY |
| Total Liabilities BOY | 1360661 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1337350 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30373950 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31091318 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 9417715 | Expense |
| Revenue | 10202224 | Revenue |
| Description | FOR OVER 50 YEARS, ST SIMEON'S HAS ESTABLISHED A LEGACY OF PROVIDING SUPERIOR CARE AND SERVICE ONE RESIDENT AT A TIME. NESTLED ON A SECURE AND SECLUDED WOODED HILLTOP JUST FIVE MINUTES FROM DOWNTOWN TULSA, ST SIMEON'S CONTINUES TO BE RECOGNIZED IN STATE-WIDE PUBLICATIONS AS AMONG THE TOP INNOVATIVE LEADERS IN THE AREAS OF WELLNESS, LIFE ENRICHMENT, MEMORY CARE, ASSISTED LIVING AND TRADITIONAL NURSING HOME SERVICES. THROUGH THE COMMITMENT OF OUR CARING STAFF, BOARD OF TRUSTEES AND VOLUNTEER AUXILIARY, ST SIMEON'S STRIVES TO PROVIDE DIGNITY TO EACH RESIDENT BY HONORING THEIR UNIQUE INTERESTS, ABILITIES AND LIFE EACH HAS LED. TO TRULY CAPTURE THE ESSENCE OF ST SIMEON'S AND ITS MISSION, PLEASE VIEW OUR WEBSITE, WWW.SAINTSIMEONS.ORG. THE PROGRAM SERVICE ACCOMPLISHMENTS OF THE HOME ARE FUNDED IN LARGE PART BY ITS SUPPORTING ORGANIZATION, ST SIMEON'S EPISCOPAL HOME FOUNDATION (73-1615760). A COPY OF THE NEWLETTER "ST SIMEON'S AMBIANCE" IS ATTACHED TO THE 2011 FORM 990 FILED FOR THE FOUNDATION AND CAN BE REFERRED TO BY INTERESTED PARTIES FOR MORE DETAILED INFORMATION ON THE SERVICES PROVIDED BY THE HOME. | Description |
| Total Program Service Expense | 9417715 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 114 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 255 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID DUBOIS | NamePerson |
| Telephone Number | 9187941909 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| KENNETH CAMPBELL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE S DOTSON | |||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| GREGORY GRAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KATHLEEN KRIEGEL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN LAKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REVEREND STEPHEN MCKEE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN MORRIS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEAN PASLEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TOM SCHROEDTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BRAD VINCENT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID YORK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GLENDA LOVE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV DR EDWARD KONIECZNY | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| REVEREND IRV CUTTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVE ANDERSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BLAKE ATKINS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MAXINE HORNER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JIM LANGDON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KEVIN MURRAY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| REV DR T LEE STEPHENS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| KAJEER YAR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CARON LAWHORN | |||||||
| EXECUTIVE CHAIRMAN | 2.00 | 0 | 0 | 0 | X | ||
| ROBERT LYON JR | |||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | ||
| STUART SPENCER | |||||||
| EXECUTIVE CHAIRMAN | 4.00 | 0 | 0 | 0 | X | ||
| LINDSAY FICK | |||||||
| PRESIDENT/CEO | 40.00 | 193767 | 0 | 14276 | X | X | |
| WILLIAM E FARRIOR | |||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 193767 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 14276 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | 1594019 |
| FLINTCOINC | |||||
| PO BOX 490 | TULSA | OK | 74101 | CONSTRUCTION | 1393389 |
| G4S SECURE SOLUTIONS (USA) INC | |||||
| PO BOX 277469 | ATLANTA | GA | 30384 | SECURITY | 198664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 2238695 | AllOtherContributions |
| Total Contributions | 2238695 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROOM & BOARD | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 10191173 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10191173 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10191173 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 516 | TotalRevenueColumn |
| Exclusion | $516 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MISCELLANEOUS | 999999 | 11051 | 11051 | |
| OIL & GAS ROYALTY | 211110 | 922 | $922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11973 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12442357 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10202224 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,438 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193766 | Total |
| Program Services | 135636 | ProgramServices |
| Management And General | 58130 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5258225 | Total |
| Program Services | 3875173 | ProgramServices |
| Management And General | 1383052 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140240 | Total |
| Program Services | 69657 | ProgramServices |
| Management And General | 70583 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336967 | Total |
| Program Services | 266217 | ProgramServices |
| Management And General | 70750 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432206 | Total |
| Program Services | 330471 | ProgramServices |
| Management And General | 101735 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37796 | Total |
| Program Services | 21309 | ProgramServices |
| Management And General | 16487 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17715 | Total |
| Management And General | 17715 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17271 | Total |
| Program Services | 2590 | ProgramServices |
| Management And General | 14681 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147142 | Total |
| Program Services | 94155 | ProgramServices |
| Management And General | 52987 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138115 | Total |
| Program Services | 137772 | ProgramServices |
| Management And General | 343 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201334 | Total |
| Program Services | 157436 | ProgramServices |
| Management And General | 43898 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54805 | Total |
| Program Services | 8838 | ProgramServices |
| Management And General | 45967 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793955 | Total |
| Program Services | 779906 | ProgramServices |
| Management And General | 14049 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18745 | Total |
| Program Services | 10657 | ProgramServices |
| Management And General | 8088 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12362 | Total |
| Program Services | 7217 | ProgramServices |
| Management And General | 5145 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5364 | Total |
| Management And General | 5364 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1383907 | Total |
| Program Services | 1383907 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226987 | Total |
| Management And General | 226987 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESIDENT MEALS & ENTERT | 1619606 | 1611897 | 7709 |
| OFFICE SUPPLIES | 205359 | 205359 | |
| CONTRACT SERVICES | 112577 | 110077 | 2500 |
| WORKERS' COMP | 96738 | 96738 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144979 | Total |
| Program Services | 112703 | ProgramServices |
| Management And General | 32276 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11596161 | Total |
| Program Services | 9417715 | ProgramServices |
| Management And General | 2178446 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479404 | BOY |
| EOY | 646289 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161037 | BOY |
| EOY | 156694 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162100 | BOY |
| EOY | 225617 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44170447 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12770379 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30810513 | BOY |
| EOY | 31400068 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121557 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31734611 | BOY |
| EOY | 32428668 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1157210 | BOY |
| EOY | 982043 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115718 | BOY |
| EOY | 179178 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87733 | BOY |
| EOY | 176129 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1360661 | BOY |
| EOY | 1337350 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29261756 | BOY |
| EOY | 31091318 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990637 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121557 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30373950 | BOY |
| EOY | 31091318 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31734611 | BOY |
| EOY | 32428668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 846196 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -128828 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 866018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7818772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12875619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 850416 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2238695 | CurrentTaxYear |
| Total | 24649520 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1990199 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8676383 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9411087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10091915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10191173 | CurrentTaxYear |
| Total | 40360757 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2856217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16495155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22286706 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10942331 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12429868 | CurrentTaxYear |
| Total | 65010277 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65010277 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10048 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12490 | CurrentTaxYear |
| Total | 91456 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10048 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12490 | CurrentTaxYear |
| Total | 91456 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2859026 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16505203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22303233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10991913 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12442358 | CurrentTaxYear |
| Total | 65101733 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99860 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99840 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00140 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00160 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 121557 | BeginningOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 121557 | BeginningOfYearBalance |
| End Of Year Balance | 121557 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 128717 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 816 | InvestmentEarningsOrLosses |
| Other Expenditures | 7976 | OtherExpenditures |
| End Of Year Balance | 121557 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124688 | BeginningOfYearBalance |
| Contributions | 1227 | Contributions |
| Investment Earnings Or Losses | 2802 | InvestmentEarningsOrLosses |
| End Of Year Balance | 128717 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 142425 | OtherCostOrOtherBasis |
| Book Value | 142425 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44028022 | OtherCostOrOtherBasis |
| Depreciation | 12770379 | Depreciation |
| Book Value | 31257643 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31400068 | TotalOfBookValueLandBuildings |
| Total Revenue | 12442357 | TotalRevenue |
| Total Expenses | 11596161 | TotalExpenses |
| Excess Or Deficit For Year | 846196 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -128828 | PriorPeriodAdjustments |
| Total Adjustments | -128828 | TotalAdjustments |
| Excess Or Deficit Per FS | 717368 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12442357 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 12442357 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12442357 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11596161 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11596161 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11596161 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDSAY FICK | NamePerson |
| Base Compensation Filing Org | 145002 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 38000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 10765 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9344 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 4932 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 208043 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED IN DETAIL BY THE CEO AND CFO BEFORE BEING SENT TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. AFTER APPROVAL BY THE FINANCE COMMITTEE, THE ENTIRE BOARD OF TRUSTEES ARE PROVIDED A COPY FOR REVIEW. AFTER FINAL APPROVAL, THE FORM 990 IS SUBMITTED TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE HOME HAS AN ANNUAL DISCLOSURE FORM THAT IS SIGNED BY OFFICERS AND BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS ASSESSED ANNUALLY BY THE BOARD USING BOTH EXTERNAL AND INTERNAL INFORMATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: -128,828. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMEONS EPISCOPAL HOME FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 N MARTIN LUTHER KING JR BLVD | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731615760 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST SIMEON'S | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ST SIMEONS EPISCOPAL HOME FOUNDATION | |
| C | 2194317 |
| ST SIMEONS EPISCOPAL HOME FOUNDATION | |
| P | 122174 |