2016-11-15T08:44:10-06:00 2015-12-31 450250958 EIDE BAILLY LLP 810 S CINCINNATI AVE STE 600 TULSA OK 741191623 990 2015-01-01 730708697 ST SIMEON'S EPISCOPAL HOME INC STSI 9184253583 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 LINDSAY HURLEY FICK PRESIDENT/CEO 9184253583 2016-11-14 1 LESLIE JONES P00104727 9187485000 2016-11-14 2015 2017-02-10 21:41:12Z LINDSAY HURLEY FICK 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 12068807 0 X WWW.SAINTSIMEONS.ORG X 1956 OK 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. 28 28 269 150 0 0 2627992 885814 10215740 11133414 -81419 -51726 19173 49577 12781486 12017079 0 0 0 0 7173841 7456347 0 0 0 5341222 5425015 12515063 12881362 266423 -864283 30571760 29656205 970770 919498 29600990 28736707 X 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. 0 0 11171478 11182556 SAINT SIMEON'S HOME IN TULSA, OKLAHOMA CONTINUES ITS TRADITION OF EXCELLENT CARE FOR OVER 55 YEARS. WE ARE THE PREFERRED HOME FOR MEN AND WOMEN OF ALL FAITHS WHO WISH TO LIVE THEIR LATER YEARS IN AN ENVIRONMENT WITH DIGNITY, INDIVIDUALITY, AND THE HIGHEST ATTAINABLE LEVEL OF INDEPENDENCE. WE OFFER FIVE LEVELS OF CARE: INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, SKILLED NURSING AND HEALTHCARE. SAINT SIMEON'S IS HOME TO 180 RESIDENTS AND EMPLOYS 200 PEOPLE. IN 2015, SAINT SIMEON'S WAS AWARDED "BEST RETIREMENT/ASSISTED LIVING COMMUNITY IN TULSA" BY THE TULSA WORLD, SIGNIFYING THE COMMUNITY'S ONGOING TRUST IN SAINT SIMEON'S AS A CARE LEADER. SAINT SIMEON'S SEEKS TO PROVIDE DIGNITY TO EACH RESIDENT BY HONORING HIS OR HER UNIQUE INTERESTS, ABILITIES, AND LIFE EACH PERSON HAS LED. TO CAPTURE MORE OF THE ESSENCE OF SAINT SIMEON'S AND ITS MISSION, WE WELCOME YOU TO WATCH AN 8-MINUTE VIDEO ABOUT OUR HOME AT: HTTP://VIMEO.COM/74839951 11171478 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 41 0 1 269 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X THEA LAWSON 9187941909 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 REV DR EDWARD KONIECZNY CHAIRMAN 1.00 1.00 X X 0 0 0 ROBERT LYON JR EXECUTIVE CHAIRMAN 3.00 X X 0 0 0 GREGORY GRAY EXECUTIVE VICE-CHAIRMAN 1.00 X X 0 0 0 BLAKE ATKINS SECRETARY 2.00 X X 0 0 0 KEVIN MURRAY TREASURER 2.00 X X 0 0 0 BRAD VINCENT TRUSTEE 1.00 X 0 0 0 CARON LAWHORN TRUSTEE 1.00 X 0 0 0 CHASE CURTISS TRUSTEE 1.00 X 0 0 0 DR JAMES R GUERIN TRUSTEE 1.00 X 0 0 0 DR JOHN H SCHUMANN TRUSTEE 1.00 X 0 0 0 JEAN PASLEY TRUSTEE 1.00 X 0 0 0 JIM LANGDON TRUSTEE 1.00 X 0 0 0 JOHN ABNEY TRUSTEE 1.00 X 0 0 0 KAJEER YAR TRUSTEE 1.00 X 0 0 0 KATHLEEN KRIEGEL TRUSTEE 1.00 X 0 0 0 MARILYN MORRIS TRUSTEE 1.00 1.00 X 0 0 0 MAXINE HORNER TRUSTEE 1.00 X 0 0 0 REV DR T LEE STEPHENS TRUSTEE 1.00 X 0 0 0 REVEREND IRV CUTTER TRUSTEE 1.00 X 0 0 0 REVEREND STEPHEN MCKEE TRUSTEE 1.00 X 0 0 0 STEPHEN LAKE TRUSTEE 1.00 X 0 0 0 STEVE ANDERSON TRUSTEE 1.00 X 0 0 0 TOM SCHOOLEY TRUSTEE 1.00 X 0 0 0 WILLIAM E FARRIOR TRUSTEE 1.00 5.00 X 0 0 0 WILLIAM SMITH TRUSTEE 1.00 1.00 X 0 0 0 GEORGE S DOTSON TRUSTEE 2.00 5.00 X 0 0 0 DEBBIE SWAN-HENSLEY TRUSTEE 1.00 X 0 0 0 STUART G SPENCER TREASURER 1.00 X 0 0 0 LINDSAY FICK PRESIDENT/CEO 40.00 X 166847 0 39509 166847 0 39509 1 0 1 0 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 1714824 PROHAB THERAPY SPECIALIST 1405 4TH AVE NW ARDMORE OK 73401 THERAPY SERVICES 138366 CARROLL'S COMMERCIAL FLOORS INC 11408 E 19TH ST TULSA OK 74128 FLOORING AND INSTALLATION 117481 3 885814 885814 ROOM & BOARD 623000 11133414 11133414 11133414 2 2 435 435 51728 -51728 -51728 -51728 MISCELLANEOUS 999999 49142 49142 49142 12017079 11182556 0 -51291 166847 116793 50054 6179022 5166254 1012768 171448 112228 59220 466948 396655 70293 472082 408434 63648 21941 1953 19988 19625 19625 167883 108039 59844 111537 111537 344754 304995 39759 87645 87645 602307 583551 18756 28247 20848 7399 16405 11723 4682 9369 9369 1383314 1381595 1719 302186 57511 244675 MEALS & ENTERTAINMENT 1720186 1711191 8995 CONTRACT SERVICES 351941 345256 6685 OFFICE SUPPLIES 187568 187568 LINENS 23987 23987 46120 33715 12405 12881362 11171478 1709884 0 183924 152928 137560 203004 146605 99399 45095650 15894776 30103671 29200874 30571760 29656205 688729 634076 84376 72420 197665 213002 970770 919498 X 29600990 28736707 29600990 28736707 30571760 29656205 -864283 0 X X 0 1 X 1 0 X 2238695 234344 1218234 2627992 885814 7205079 10191173 10349332 10038077 10215740 11133414 51927736 12429868 10583676 11256311 12843732 12019228 59132815 0 0 0 59132815 12490 26193 9903 19177 34662 102425 12490 26193 9903 19177 34662 102425 12442358 10609869 11266214 12862909 12053890 59235240 0.99830 0.99800 0.00170 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 121557 121557 142425 142425 44953225 15894776 29058449 29200874 12068807 0 12068807 -51728 -51728 12017079 12933090 51728 51728 12881362 0 12881362 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS PART X, LINE 2 SAINT SIMEON'S IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). SAINT SIMEON'S IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE HOME IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT SAINT SIMEON'S IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT SAINT SIMEON'S HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENS. MANAGEMENT WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. X X X 0 0 0 0 0 0 0 0 0 LINDSAY FICK PRESIDENT/CEO 166847 0 0 0 0 0 24000 0 15509 0 206356 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED IN DETAIL BY THE CEO AND DIRECTOR OF FINANCE. THE ENTIRE BOARD OF TRUSTEES ARE PROVIDED A COPY FOR THEIR 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 XII, LINE 2C: NO CHANGES HAVE BEEN MADE IN THE PROCESS FROM THE PRIOR YEAR. ST SIMEONS EPISCOPAL HOME FOUNDATION 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 731615760 FUNDRAISING OK 501(C)(3) 11A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 ST SIMEONS EPISCOPAL HOME FOUNDATION C 825154 ST SIMEONS EPISCOPAL HOME FOUNDATION Q 189601