SUNBEAM FAMILY SERVICES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUNBEAM FAMILY SERVICES INC (EIN 73-0590119)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-27
- IRS object ID
- 201920589349300437
- Schema version
- 2017v2.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-27T11:49:06-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSPG & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 N GRAND BLVD STE 330 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730590119 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBEAM FAMILY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNB | BusinessNameControlTxt |
| Phone | 4055287721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NW 14TH ST | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM PRIEST | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4055287721 | PhoneNum |
| Signature | 2019-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW L COLE | PreparerPersonNm |
| PTIN | P02039803 | PTIN |
| Phone | 4058449995 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.15.96.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-27 | IPDt |
| IP Tm | 11:48:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 44CD09C0CCC55B5E78A4CA91349C584F40BAD93E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75C50C30533264212B908FFE499980292D2CC562 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JIM PRIEST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NW 14TH ST | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,258,628 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUNBEAMFAMILYSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF SUNBEAM FAMILY SERVICES,INC. IS TO PROVIDE PEOPLE OF ALL AGES WITH HELP, HOPE AND THE OPPORTUNITY TO SUCCEED THROUGH EARLY CHILDHOOD, FOSTER CARE, COUNSELING, AND SENIOR SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 223 | TotalEmployeeCnt |
| Total Volunteers | 706 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,070,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,890,594 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $282,624 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $272,214 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,639 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,495 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,038 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,401 | CYOtherRevenueAmt |
| PY Total Revenue | $13,422,651 | PYTotalRevenueAmt |
| CY Total Revenue | $13,204,902 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,490,669 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,587,301 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,955,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,363,636 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $354,852 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,702,154 | PYOtherExpensesAmt |
| CY Other Expenses | $3,541,730 | CYOtherExpensesAmt |
| PY Total Expenses | $14,147,880 | PYTotalExpensesAmt |
| CY Total Expenses | $13,492,667 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$725,229 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$287,765 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,690,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,319,676 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,335,099 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,139,228 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,355,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,180,448 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SUNBEAM FAMILY SERVICES,INC. IS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,113,665 | ExpenseAmt |
| Grant | $2,587,301 | GrantAmt |
| Revenue | $76,438 | RevenueAmt |
| Desc | EARLY CHILDHOOD: SUNBEAM'S EARLY CHILDHOOD PROGRAM IS A LEADER IN EARLY CHILDHOOD EDUCATION. THIS PROGRAM PREPARES CHILDREN FROM PRENATAL TO FIVE TO ENTER KINDERGARTEN WITH THE SKILLS NECESSARY TO BE READY FOR SCHOOL - AND BEYOND. THE NONPROFIT HELPS FAMILIES WHO MIGHT NORMALLY HAVE DIFFICULTY IN ACCESSING HIGH QUALITY EARLY LEARNING AND CARE PROGRAMS BY PROVIDING HOME-BASED AND FULL-DAY, FULL-YEAR CENTER-BASED SERVICES AT NO COST TO THE FAMILY OF THE CHILD. SUNBEAM'S EARLY CHILDHOOD PROGRAMS ARE PROVIDED THROUGH PARTNERSHIPS WITH OKLAHOMA CITY PUBLIC SCHOOLS, LATINO COMMUNITY DEVELOPMENT AGENCY AND OKLAHOMA COUNTY COMMUNITY ACTION AGENCY. LAST YEAR, EARLY CHILDHOOD EDUCATION PROGRAMS, INCLUDING EHS - CCP1 AND CCP2 GRANTS, EDUCARE OKC, TONY REYES, EMERSON ALTERNATIVE HIGH SCHOOL AND HOME-BASED PROGRAMS SERVED 741 CHILDREN IN ADDITION TO THEIR 1,852 FAMILY MEMBERS. LAST FISCAL YEAR, 100 PERCENT OF CHILDHOOD CLIENTS SERVED THROUGH THIS PROGRAM LIVED AT OR BELOW THE POVERTY LINE. SUNBEAM USES CREATIVE CURRICULUM/TEACHING STRATEGIES GOLD CURRICULA AND ASSESSMENT TOOLS. THE FIVE MAJOR GOAL AREAS ARE: SOCIAL-EMOTIONAL, LANGUAGE AND LITERACY, APPROACHES TO LEARNING, COGNITION AND GENERAL KNOWLEDGE, AND PHYSICAL WELL-BEING. IN EACH ARE, GOALS FOR CHILDREN'S DEVELOPMENT ARE IDENTIFIED, AS WELL AS SPECIFIC AREAS AND EXAMPLES OF KNOWLEDGE AND SKILLS ASSOCIATED WITH EACH GOAL. SUNBEAM CREATES A FOUNDATION FOR CONTINUED ACHIEVEMENT AND READINESS FOR SCHOOL BY BUILDING COMMUNITY SUPPORT AMONG SCHOOLS, TEACHERS AND FAMILIES. FAMILY ENGAGEMENT IS A CRUCIAL COMPONENT OF SUNBEAM'S EARLY CHILDHOOD PROGRAM. FAMILIES ARE INVOLVED IN EVERY ASPECT OF SUNBEAM'S EARLY CHILDHOOD SERVICES PROGRAM AND PARTICIPATE IN THEIR CHILD'S DEVELOPMENT, AS WELL AS THEIR OWN PERSONAL AND PROFESSIONAL DEVELOPMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,484,718 | ExpenseAmt |
| Revenue | $1,228 | RevenueAmt |
| Desc | SENIOR SERVICES: THROUGH SUNBEAM'S SENIOR SERVICES, LAST FISCAL YEAR 4,552 SENIOR ADULTS STAYED ACTIVE, CONNECTED TO THEIR COMMUNITIES, AND SUPPORTED SENIORS LIVING IN THEIR OWN HOMES. NINETY-FOUR PERCENT OF CLIENTS SERVED BY SUNBEAM'S SENIOR SERVICES PROGRAM WERE AT OR BELOW THE POVERTY LINE, WHICH IS $1,041 PER MONTH FOR ONE INDIVIDUAL. THE CAREGIVER FUNDAMENTAL PROGRAM, WHICH PROVIDES SUPPORT GROUPS, ASSISTANCE, AND COUNSELING TO FAMILIES CARING FOR LOVED ONES, SERVED 2,278 CLIENTS AND PROVID | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $409,611 | ExpenseAmt |
| Revenue | $194,548 | RevenueAmt |
| Desc | COUNSELING SERVICES: SUNBEAM FAMILY SERVICES OFFERS HIGH-QUALITY, AFFORDABLE COUNSELING SERVICES FOR PEOPLE OF ALL AGES WHO NEED HELP WITH LIFE'S CHALLENGES, INCLUDING: GRIEF OR LOSS, DEPRESSION AND ANXIETY, MANAGING ANGER AND OVERCOMING NEGATIVE BEHAVIORS, ADDICTION, FAMILY AND BLENDED FAMILY RELATIONSHIPS, AND CHILDREN'S ISSUES RELATED TO SCHOOL OR HOME BEHAVIORS. CLIENTS LEARN WAYS TO IDENTIFY, COPE AND BUILD STRENGTHS TO OVERCOME DIFFICULTIES. LAST FISCAL YEAR, 559 OKLAHOMANS RECEIVED DIRECT | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $299,893 | FOSTER CARE: CARING INDIVIDUALS AND FAMILIES MAKE A DIFFERENCE IN THE LIVES OF CHILDREN IN THE OKLAHOMA CITY METRO-AREA WHO NEED STABILITY, GUIDANCE AND COMMUNITY. THROUGH THE THE OKLAHOMA CITY METRO-AREA WHO NEED STABILITY, GUIDANCE AND COMMUNITY. THROUGH THE THE OKLAHOMA CITY METRO-AREA WHO NEED STABILITY, GUIDANCE AND COMMUNITY. THROUGH THE THE OKLAHOMA CITY METRO-AREA WHO NEED STABILITY, GUIDANCE AND COMMUNITY. THROUGH THE THE OKLAHOMA CITY METRO-AREA WHO NEED STABILITY, GUIDANCE AND COMMUNI |
| (CONT'D) IMPORTANT NOT ONLY IN CHILDHOOD, BUT OVER THE COURSE OF A LIFETIME. SUNBEAM PROVIDES SAFE, STABLE HOMES AND LOVING FAMILIES TO CHILDREN AGES 17 AND UNDER. AFTER RECRUITING SAFE, STABLE HOMES AND LOVING FAMILIES TO CHILDREN AGES 17 AND UNDER. AFTER RECRUITING SAFE, STABLE HOMES AND LOVING FAMILIES TO CHILDREN AGES 17 AND UNDER. AFTER RECRUITING SAFE, STABLE HOMES AND LOVING FAMILIES TO CHILDREN AGES 17 AND UNDER. AFTER RECRUITING SAFE, STABLE HOMES AND LOVING FAMILIES TO CHILDREN AGES 17 | |
| (CONT'D) REUNITED WITH THEIR BIRTH FAMILIES, PLACED WITH KINSHIP FAMILIES, IN A HIGHER LEVEL OF FOSTER CARE, IN TRIBAL FOSTER CARE, OR ADOPTED BY THEIR SUNBEAM FOSTER FAMILIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $299,893 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $12,307,887 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 223 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBEAM FAMILY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055287721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NW 14TH ST | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TONY WELCH | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT RUIZ | |||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CANDY HERRALD | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN TURNER | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT G WOOD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS HARRISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY FAIRCHILD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL BUCKELEW | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTELA HERNANDEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE RAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY GRAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY DAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LUKE ATKINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISOL JACKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK POTTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICO GOMEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY BURRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS STONG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HARBISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBIN WATERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH GLICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH ROBERTS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GRIGSBY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD BONDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH COPELAND | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $76,335 | $0 | $9,552 | ||
| JIM PRIEST | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $139,747 | $0 | $14,898 | ||
| ERIN ENGELKE | |||||||
| CHIEF EXTERNAL RELATIONS OFFICER | 40.00 | Yes (X) | $84,392 | $0 | $7,684 | ||
| TRACIE STEPHENSON | |||||||
| CHIEF EMPLOYEE RELATIONS OFFICER | 40.00 | Yes (X) | $68,794 | $0 | $5,093 | ||
| CINDY ROGERS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTI WILSON | |||||||
| FORMER CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $88,412 | $0 | $4,072 | ||
| PAULA GATES | |||||||
| DIRECTOR OF EARLY CHILDHOOD SERVICES | 40.00 | $102,680 | $0 | $291 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $560,360 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $41,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANSELM | |||||
| 3317 E MEMORIAL RD STE 103 | EDMOND | OK | 73013 | EVALUATION SERVICES IN EARLY CHILDHOOD | $150,000 |
| TOTAL ENVIRONMENT | |||||
| 16301 N ROCKWELL AVE | EDMOND | OK | 73013 | PLAYGROUND EQUIPMENT INSTALLATION | $133,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $824,603 | FederatedCampaignsAmt |
| Fundraising | $202,668 | FundraisingAmt |
| Related Organizations | $86,337 | RelatedOrganizationsAmt |
| Government Grants | $10,476,537 | GovernmentGrantsAmt |
| All Other Contributions | $1,300,449 | AllOtherContributionsAmt |
| Total Contributions | $12,890,594 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES | Desc |
| Business | 642100 | BusinessCd |
| Total Revenue Column | $272,214 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $272,214 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,495 | TotalRevenueColumnAmt |
| Exclusion | $45,495 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,440 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $202,668 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,726 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$34,286 | TotalRevenueColumnAmt |
| Exclusion | -$34,286 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,885 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,885 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,204,902 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $297,099 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $17,209 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,587,301 | TotalAmt |
| Program Services | $2,587,301 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,439 | TotalAmt |
| Program Services | $160,354 | ProgramServicesAmt |
| Management And General | $344,065 | ManagementAndGeneralAmt |
| Fundraising | $91,020 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,429,527 | TotalAmt |
| Program Services | $5,271,667 | ProgramServicesAmt |
| Management And General | $44,834 | ManagementAndGeneralAmt |
| Fundraising | $113,026 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,746 | TotalAmt |
| Program Services | $732,955 | ProgramServicesAmt |
| Management And General | $38,483 | ManagementAndGeneralAmt |
| Fundraising | $19,308 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,924 | TotalAmt |
| Program Services | $498,233 | ProgramServicesAmt |
| Management And General | $32,659 | ManagementAndGeneralAmt |
| Fundraising | $17,032 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,793 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $30,793 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,282 | TotalAmt |
| Program Services | $443,861 | ProgramServicesAmt |
| Management And General | $13,510 | ManagementAndGeneralAmt |
| Fundraising | $14,911 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,843 | TotalAmt |
| Program Services | $197,547 | ProgramServicesAmt |
| Management And General | $18,810 | ManagementAndGeneralAmt |
| Fundraising | $58,486 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,833 | TotalAmt |
| Program Services | $37,360 | ProgramServicesAmt |
| Management And General | $14,521 | ManagementAndGeneralAmt |
| Fundraising | $952 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,677 | TotalAmt |
| Program Services | $280,144 | ProgramServicesAmt |
| Management And General | $17,676 | ManagementAndGeneralAmt |
| Fundraising | $9,857 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,504 | TotalAmt |
| Program Services | $48,886 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
| Fundraising | $1,346 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,400 | TotalAmt |
| Program Services | $307,062 | ProgramServicesAmt |
| Management And General | $9,404 | ManagementAndGeneralAmt |
| Fundraising | $3,934 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,961 | TotalAmt |
| Program Services | $313,362 | ProgramServicesAmt |
| Management And General | $253,599 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,127 | TotalAmt |
| Program Services | $86,964 | ProgramServicesAmt |
| Management And General | $4,185 | ManagementAndGeneralAmt |
| Fundraising | $978 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $253,006 | $244,424 | $0 | $8,582 |
| PARTNER SERVICES | $487,794 | $487,794 | $0 | $0 |
| SPECIFIC ASSISTANCE | $339,408 | $319,191 | $5,365 | $14,852 |
| NUTRITION PROGRAM | $221,891 | $220,021 | $1,752 | $118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,211 | TotalAmt |
| Program Services | $70,761 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,492,667 | TotalAmt |
| Program Services | $12,307,887 | ProgramServicesAmt |
| Management And General | $829,928 | ManagementAndGeneralAmt |
| Fundraising | $354,852 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,555 | BOYAmt |
| EOY | $1,403,969 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,277 | BOYAmt |
| EOY | $146,947 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,704 | BOYAmt |
| EOY | $2,798,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,239 | BOYAmt |
| EOY | $16,770 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,305 | BOYAmt |
| EOY | $103,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,147,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,374,353 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,257,332 | BOYAmt |
| EOY | $15,773,209 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,841,442 | BOYAmt |
| EOY | $1,982,062 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,855 | BOYAmt |
| EOY | $94,121 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,690,709 | BOYAmt |
| EOY | $22,319,676 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,903 | BOYAmt |
| EOY | $413,253 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,279 | BOYAmt |
| EOY | $42,058 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,917 | BOYAmt |
| EOY | $683,917 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,335,099 | BOYAmt |
| EOY | $1,139,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,053,127 | BOYAmt |
| EOY | $19,706,723 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,483 | BOYAmt |
| EOY | $1,473,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,355,610 | BOYAmt |
| EOY | $21,180,448 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,690,709 | BOYAmt |
| EOY | $22,319,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$287,765 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $112,603 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,728,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,990,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,070,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,890,594 | CurrentTaxYearAmt |
| Total | $53,634,236 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,728,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,954,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,990,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,070,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,890,594 | CurrentTaxYearAmt |
| Total | $53,634,236 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $127,250 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,506,986 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,495 | CurrentTaxYearAmt |
| Total | $177,752 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $440,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $297,099 | CurrentTaxYearAmt |
| Total | $1,421,432 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,233,420 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,307,772 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: PROGRAM SERVICE REVENUE 2013: 200493. 2014: 126464. 2015: 425977. 2016: 282624. 2017: 272214. Description: MISCELLANEOUS INCOME 2013: 3362. 2014: 1014. 2015: 14119. 2016: 70280. 2017: 24885. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,855 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,209 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,943 | GrantsOrScholarshipsAmt |
| End Year Balance | $94,121 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,418 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,859 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,422 | GrantsOrScholarshipsAmt |
| End Year Balance | $93,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,306 | BeginningYearBalanceAmt |
| Contributions | $37,159 | ContributionsAmt |
| Investment Earnings Or Losses | $286 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,333 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,418 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,886,654 | BeginningYearBalanceAmt |
| Contributions | $2,626 | ContributionsAmt |
| Investment Earnings Or Losses | $36,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $109,878 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,150 | AdministrativeExpensesAmt |
| End Year Balance | $1,804,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,757,223 | BeginningYearBalanceAmt |
| Contributions | $1,501 | ContributionsAmt |
| Investment Earnings Or Losses | $235,340 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $84,848 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,562 | AdministrativeExpensesAmt |
| End Year Balance | $1,886,654 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $781,103 | OtherCostOrOtherBasisAmt |
| Book Value | $781,103 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,160,474 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,680,702 | DepreciationAmt |
| Book Value | $14,479,772 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $462,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,941 | DepreciationAmt |
| Book Value | $223,984 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $743,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $454,710 | DepreciationAmt |
| Book Value | $288,350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,773,209 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $13,431,485 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $112,603 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,726 | OtherRevenueAmt |
| Revenue Not Reported | $166,329 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,265,156 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$60,254 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$60,254 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,204,902 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,555,561 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $62,894 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $62,894 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,492,667 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $13,492,667 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | INTENDED USES FOR ENDOWMENT FUNDS: THE ENDOWMENT FUNDS WILL BE USED TO PROVIDE A FUNDING STREAM FOR FUTURE PROGRAM SERVICES. THE AMOUNTS INCLUDE FUNDS HELD AT LOCAL COMMUNITY FOUNDATIONS. |
| Other | PART V LINE 1 COLUMNS D - E: PRIOR YEAR AMOUNTS INCLUDE FOUNDATION FOR SUNBEAM FAMILY SERVICES, INC. |
| Pt XI, Line 2d | SHINE A LIGHT FUNDRAISING EXPENSE. |
| Pt XI, Line 4b | FOUNDATION FOR SUNBEAM FAMILY SERVICES, INC. |
| Pt XII, Line 2d | SHINE A LIGHT FUNDRAISING EXPENSE AND FOUNDATION PROFESSIONAL FEES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHINE A LIGHT | Event1Nm |
| Gross Receipts Event1 | $222,108 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $202,668 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,440 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $162 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,435 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,783 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,620 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,726 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $222,108 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $202,668 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,440 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $162 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,435 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,783 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,620 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,726 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,726 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$34,286 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LATINO COMMUNITY DEV AGENCY | |||||||
| 420 SW 10TH STREET | OKLAHOMA CITY | OK | 73109 | 731424239 | 501(c)3 | $375,804 | PROVIDE EHS SERVICES |
| KIDZONE LEARNING CENTER INC | |||||||
| 4113 NW 10TH STREET | Oklahoma City | OK | 73107 | 731577931 | $241,135 | PROVIDE EHS SERVICES | |
| HAPPY HEARTS CHILDCARE CENTER LLC | |||||||
| PO BOX 720835 | Norman | OK | 73070 | 731578342 | $48,000 | PROVIDE EHS SERVICES | |
| CHILDCARE NETWORK INC | |||||||
| 1501 D 13TH STREET | Columbus | GA | 31901 | 630986576 | $291,600 | PROVIDE EHS SERVICES | |
| CHILDCARE NETWORK III | |||||||
| PO BOX 10892 | Midwest City | OK | 73140 | 731380671 | $502,333 | PROVIDE EHS SERVICES | |
| COMMUNITY ACTION AGENCY OF OKLAHOMACANADIAN | |||||||
| 319 SW 25TH STREET | Oklahoma City | OK | 73109 | 730753739 | 501(C)3 | $742,062 | PROVIDE EHS SERVICES |
| OKLAHOMA CITY PUBLIC SCHOOLS | |||||||
| 900 N KLEIN | Oklahoma City | OK | 73106 | 736021175 | $169,730 | PROVIDE EHS SERVICES | |
| SOUTHWEST CHILD DEVELOPMENT CENTER | |||||||
| 830 SW 31ST STREET | OKLAHOMA CITY | OK | 73109 | 731157864 | $150,420 | PROVIDE EHS SERVICES | |
| LITTLE HEARTS CHILD DEVELOPMENT CENTER | |||||||
| 913 NW 92ND STREET | OKLAHOMA CITY | OK | 73114 | 813253140 | $66,217 | PROVIDE EHS SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | ONGOING MONITORING ACTIVITIES MAY INVOLVE ANY OR ALL OF THE FOLLOWING:A. REGULAR CONTACTS WITH SUBRECIPIENTS AND APPROPRIATE INQUIRIES REGARDING THE PROGRAM.B. REVIEWING PROGRAMMATIC AND FINANCIAL REPORTS PREPARED AND SUBMITTED BY THE SUBRECIPIENT AND FOLLOWING UP ON AREAS OF CONCERN.C. MONITORING SUBRECIPIENT BUDGETS.D. PERFORMING SITE VISITS TO THE SUBRECIPIENT TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND ASSESS COMPLIANCE WITH APPLICABLE LAWS, REGULATIONS, AND PROVISIONS OF THE SUBAWARD.E. OFFERING SUBRECIPIENTS TECHNICAL ASSISTANCE WHERE NEEDED.F. MAINTAINING A SYSTEM TO TRACK AND FOLLOW UP ON DEFICIENCIES NOTED AT THE SUBRECIPIENT IN ORDER TO ENSURE THAT APPROPRIATE CORRECTIVE ACTION IS TAKEN.G. ESTABLISHING AND MAINTAINING A TRACKING SYSTEM TO ENSURE TIMELY SUBMISSION OF ALL REPORTS REQUIRED OF THE SUBRECIPIENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM PRIEST | PersonNm |
| Base Compensation Filing Org | $139,747 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $10,678 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $4,220 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $154,645 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ROBERTS BOARD MEMBER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INASMUCH OFFICER | RelationshipDescriptionTxt |
| Transaction | $683,917 | TransactionAmt |
| Transaction | NOTE PAYABLE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | SARAH ROBERTS IS A BOARD MEMBER OF SUNBEAM FAMILY SERVICES, INC. INASMUCH MADE A LOAN TO SUNBEAM FAMILY SERVICES, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. |
| Pt VI, Line 11b | A DRAFT COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. |
| Pt 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. |
| Pt 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. |
| Pt VI, Line 15b | THE COMPENSATION FOR OTHER OFFICERS IN THE ORGANIZATION IS APPROVED BY THE BOARD IN THE ANNUAL BUDGET PROCESS. |
| Form 990, Part III, Line 4d | FOSTER CARE: CARING INDIVIDUALS AND FAMILIES MAKE A DIFFERENCE IN THE LIVES OF CHILDREN IN 299893. 0 |
| Form 990, Part III, Line 4d | (CONT'D) IMPORTANT NOT ONLY IN CHILDHOOD, BUT OVER THE COURSE OF A LIFETIME. SUNBEAM PROVIDES 0. 0. |
| Form 990, Part III, Line 4d | (CONT'D) REUNITED WITH THEIR BIRTH FAMILIES, PLACED WITH KINSHIP FAMILIES, IN A HIGHER LEVEL OF FOST |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61237 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271415212 | EIN |
| Primary Activities | SAME | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBEAM FAMILY SERVICES INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR SUNBEAM FAMILY SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61237 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731461237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800531767 | EIN |
| Primary Activities | SUPPORTING | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNBEAM FAMILY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR SUNBEAM FAMILY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $86,337 | InvolvedAmt |
| Method Of Amount Determination | AMOUNT GIVEN | MethodOfAmountDeterminationTxt |
Comments