2015-11-16T14:59:13-06:00 2014-12-31 450250958 EIDE BAILLY LLP 3010 S HARVARD AVE STE 400 TULSA OK 74114 990 2014-01-01 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 2015-11-16 1 LESLIE JONES P00104727 9187496601 2015-11-16 2014 2016-02-25 16:41:14Z LINDSAY HURLEY FICK 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 12862908 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. 32 32 258 150 0 0 1218234 2627992 10038077 10215740 76 -81419 9827 19173 11266214 12781486 0 0 0 0 6846957 7173841 0 0 0 5038969 5341222 11885926 12515063 -619712 266423 29954124 30571760 619557 970770 29334567 29600990 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 10724040 10234142 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 10724040 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 1 0 0 0 0 1 0 0 0 1 34 0 1 258 1 0 0 0 0 0 0 0 0 0 0 X 32 32 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 2.00 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 LINDSAY FICK PRESIDENT/CEO 40.00 X 159253 0 4773 GEORGE S DOTSON TRUSTEE 2.00 5.00 X 0 0 0 KATHLEEN KRIEGEL TRUSTEE 1.00 X 0 0 0 STEPHEN LAKE TRUSTEE 1.00 X 0 0 0 CARON LAWHORN TRUSTEE 1.00 X 0 0 0 REVEREND STEPHEN MCKEE TRUSTEE 1.00 X 0 0 0 MARILYN MORRIS TRUSTEE 1.00 1.00 X 0 0 0 JEAN PASLEY TRUSTEE 1.00 X 0 0 0 WILLIAM SMITH TRUSTEE 1.00 1.00 X 0 0 0 STUART SPENCER TRUSTEE 1.00 X 0 0 0 BRAD VINCENT TRUSTEE 1.00 X 0 0 0 REVEREND IRV CUTTER TRUSTEE 1.00 X 0 0 0 WILLIAM E FARRIOR TRUSTEE 1.00 5.00 X 0 0 0 STEVE ANDERSON 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 REV DR T LEE STEPHENS TRUSTEE 1.00 X 0 0 0 KAJEER YAR TRUSTEE 1.00 X 0 0 0 LOWELL FAULKENBERRY TRUSTEE 1.00 X 0 0 0 HAL SALISBURY TRUSTEE 1.00 X 0 0 0 DAVID DOWNING TRUSTEE 1.00 X 0 0 0 DORIAN KURIN TRUSTEE 1.00 X 0 0 0 CHASE CURTISS TRUSTEE 1.00 X 0 0 0 TOM SCHOOLEY TRUSTEE 1.00 X 0 0 0 DR JOHN H SCHUMANN TRUSTEE 1.00 X 0 0 0 JOHN ABNEY TRUSTEE 1.00 X 0 0 0 DR JAMES R GUERIN TRUSTEE 1.00 X 0 0 0 ELAINE HANNER TRUSTEE 1.00 X 0 0 0 REV CANON JOSE MCLOUGHLIN TRUSTEE 1.00 X 0 0 0 159253 0 4773 1 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 DINING SERVICES 1668585 FLINTCOINC PO BOX 490 TULSA OK 74101 CONSTRUCTION 915899 WILLIAMS PLUMBING & DRAIN SERVICE 10321 E 47TH PL TULSA OK 74146 PLUMBING/CONSTRUCTION 264493 3 2627992 74283 2627992 ROOM & BOARD 623000 10215740 10215740 10215740 3 3 771 771 81422 -81422 -81422 -81422 MISCELLANEOUS 999999 18402 18402 18402 12781486 10234142 0 -80648 136253 95377 40876 5951444 4960290 991154 162595 104191 58404 435699 370449 65250 487850 419414 68436 49717 3500 46217 20269 20269 26174 1575 24599 164553 111178 53375 108729 108072 657 243934 181641 62293 102018 44651 57367 635275 613822 21453 21245 13595 7650 11581 6816 4765 6953 6953 1388500 1388500 240698 240698 RESIDENT MEALS & ENTERT 1666209 1659816 6393 CONTRACT SERVICES 315433 308714 6719 OFFICE SUPPLIES 184148 184148 WORKERS' COMP 84877 84877 70909 63414 7495 12515063 10724040 1791023 0 124438 183924 32461 137560 131286 146605 44922379 14818708 29665939 30103671 29954124 30571760 378355 688729 150870 84376 90555 197665 -223 0 619557 970770 X 29334567 29600990 29334567 29600990 29954124 30571760 266423 0 X X 0 1 X 1 0 X 850416 2238695 234344 1218234 2627992 7169681 10091915 10191173 10349332 10038077 10215740 50886237 10942331 12429868 10583676 11256311 12843732 58055918 0 0 0 58055918 49582 12490 26193 9903 19177 117345 49582 12490 26193 9903 19177 117345 10991913 12442358 10609869 11266214 12862909 58173263 0.99800 0.99830 0.00200 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 121557 121557 121557 121557 142425 142425 44692390 14818708 29873682 87564 87564 30103671 12862908 0 12862908 -81422 -81422 12781486 12596485 81422 81422 12515063 0 12515063 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 ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, REQUIRES AN ENTITY TO RECOGNIZE A LIABILITY FOR TAX POSITIONS WHEN THERE IS A 50% OR GREATER LIKELIHOOD THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. SAINT SIMEON'S IS LIABLE FOR TAXES TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME AS DEFINED BY IRS REGULATIONS. SAINT SIMEON'S BELIEVES THAT IT HAS NOT ENGAGED IN ANY UNRELATED BUSINESS INCOME AS DEFINED BY IRS REGULATIONS AND THAT IT IS MORE LIKELY THAN NOT THAT THIS POSITION WOULD BE SUSTAINED UPON EXAMINATION. AS SUCH, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014 OR 2013. X X 0 0 0 0 0 0 0 0 0 LINDSAY FICK PRESIDENT/CEO 159253 0 0 0 0 0 0 0 4773 0 164026 0 0 0 X 1 74283 COST 0 0 0 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 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 2591992 ST SIMEONS EPISCOPAL HOME FOUNDATION Q 162029