ST SIMEONS EPISCOPAL HOME INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ST SIMEONS EPISCOPAL HOME INC (EIN 73-0708697)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201313199349308741
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-11-15T15:22:56-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN730604026EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SARTAIN FISCHBEIN & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13010 S HARVARD AVE STE 400AddressLine1
CityTULSACity
StateOKState
ZIP Code741146193ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN730708697EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ST SIMEON'S EPISCOPAL HOME INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTSINameControl
Phone9184253583Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13701 N MARTIN LUTHER KING JR BLVDAddressLine1
CityTULSACity
StateOKState
ZIP Code74106ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLINDSAY HURLEY FICKName
TitlePRESIDENT/CEOTitle
Phone9184253583Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLESLIE JONESName
PTINP00104727PTIN
Phone9187496601Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLINDSAY HURLEY FICKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13701 N MARTIN LUTHER KING JR BLVDAddressLine1
CityTULSACity
StateOKState
ZIP Code74106ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10632571GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SAINTSIMEONS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1956YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionTO 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 Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees273TotalNbrEmployees
Total Nbr Volunteers120TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2238695ContributionsGrantsPriorYear
Contributions Grants Current Year257046ContributionsGrantsCurrentYear
Program Service Revenue Prior Year10191173ProgramServiceRevenuePriorYear
Program Service Revenue CY10349332ProgramServiceRevenueCY
Investment Income Prior Year516InvestmentIncomePriorYear
Investment Income Current Year298InvestmentIncomeCurrentYear
Other Revenue Prior Year11973OtherRevenuePriorYear
Other Revenue Current Year25895OtherRevenueCurrentYear
Total Revenue Prior Year12442357TotalRevenuePriorYear
Total Revenue Current Year10632571TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6361404SalariesEtcPriorYear
Salaries Etc Current Year6366630SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year5234757OtherExpensePriorYear
Other Expenses Current Year5379649OtherExpensesCurrentYear
Total Expenses Prior Year11596161TotalExpensesPriorYear
Total Expenses Current Year11746279TotalExpensesCurrentYear
Revenues Less Expenses Prior Year846196RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1113708RevenuesLessExpensesCY
Total Assets BOY32428668TotalAssetsBOY
Total Assets EOY30946129TotalAssetsEOY
Total Liabilities BOY1337350TotalLiabilitiesBOY
Total Liabilities EOY991851TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY31091318NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY29954278NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense9723873Expense
Revenue10370993Revenue
DescriptionSAINT SIMEON'S HOME IN TULSA, OKLAHOMA CONTINUES ITS TRADITION OF EXCELLENT CARE FOR OVER 53 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 FOUR LEVELS OF CARE: INDEPENDENT LIVING, ASSISTED LIVING, MEMORY CARE, AND HEALTHCARE. SAINT SIMEON'S IS HOME TO 180 RESIDENTS AND EMPLOYEES 200 PEOPLE. IN APRIL, 2013 SAINT SIMEON'S WAS AWARDED "SENIOR NONPROFIT OF THE YEAR" BY THE OKLAHOMA CENTER FOR NONPROFITS. SAINT SIMEON'S WAS ONE OF 24 NONPROFIT FINALISTS DIVIDED INTO EIGHT MISSION CATEGORIES - SENIORS, ARTS AND HUMANITIES, COMMUNITY, EDUCATION, HEALTH SERVICES, SELF-SUFFICIENCY, SPORTS AND RECREATION, AND YOUTH DEVELOPMENT. ST 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/74839951Description
Total Program Service Expense9723873TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109694NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees273NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTHEA ELLISNamePerson
Telephone Number9187941909TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13701 N MARTIN LUTHER KING JR BLVDAddressLine1
CityTULSACity
StateOKState
ZIP Code74106ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployee
KENNETH CAMPBELL
TRUSTEE1.00X000
GEORGE S DOTSON
TRUSTEE4.00X000
GREGORY GRAY
TRUSTEE1.00X000
KATHLEEN KRIEGEL
TRUSTEE1.00X000
STEPHEN LAKE
TRUSTEE1.00X000
CARON LAWHORN
EXECUTIVE CHAIRMAN2.00X000X
ROBERT LYON JR
EXECUTIVE VICE CHAIRMAN1.00X000X
REVEREND STEPHEN MCKEE
TRUSTEE1.00X000
MARILYN MORRIS
TRUSTEE1.00X000
JEAN PASLEY
TRUSTEE1.00X000
TOM SCHROEDTER
TRUSTEE1.00X000
WILLIAM SMITH
TRUSTEE1.00X000
STUART SPENCER
TRUSTEE1.00X000
BRAD VINCENT
TRUSTEE1.00X000
DAVID YORK
TRUSTEE1.00X000
REV DR EDWARD KONIECZNY
CHAIRMAN1.00X000
REVEREND IRV CUTTER
TRUSTEE1.00X000
STEVE ANDERSON
TRUSTEE2.00X000
BLAKE ATKINS
SECRETARY2.00X000X
MAXINE HORNER
TRUSTEE1.00X000
JIM LANGDON
TRUSTEE1.00X000
KEVIN MURRAY
TREASURER2.00X000X
REV DR T LEE STEPHENS
TRUSTEE1.00X000
KAJEER YAR
TRUSTEE1.00X000
LOWELL FAULKENBERRY
TRUSTEE1.00X000
HAL SALISBURY
TRUSTEE1.00X000
DAVID DOWNING
TRUSTEE1.00X000
DORIAN KURIN
TRUSTEE1.00X000
TRUDY WILLIAMS
TRUSTEE1.00X000
LINDSAY FICK
PRESIDENT/CEO40.00194760014289XX
WILLIAM E FARRIOR
TRUSTEE1.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org194760TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation14289TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289ATLANTAGA30368DINING SERVICES1670220
G4S SECURE SOLUTIONS (USA) INC
PO BOX 277469ATLANTAGA30384SECURITY201660
FLINTCOINC
PO BOX 490TULSAOK74101CONSTRUCTION183381
FIRST CALL
P O BOX 1857OWASSOOK74055CNA/CMA STAFFING124604
FieldValueIRS element (for citing)
Number Of Contractors GT100 K4NumberOfContractorsGT100K
All Other Contributions257046AllOtherContributions
Total Contributions257046TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionROOM & BOARDDescription
Business Code623000BusinessCode
Total Revenue Column10349332TotalRevenueColumn
Related Or Exempt Function Income10349332RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue10349332TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column298TotalRevenueColumn
Exclusion$298ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
MISCELLANEOUS9999992166121661
OIL & GAS ROYALTY2111104234$4,234
FieldValueIRS element (for citing)
Total Other Revenue25895TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10632571TotalRevenueColumn
Related Or Exempt Function Income10370993RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$4,532ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total194760Total
Program Services136332ProgramServices
Management And General58428ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total5258758Total
Program Services4011227ProgramServices
Management And General1247531ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total141090Total
Program Services74141ProgramServices
Management And General66949ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total291228Total
Program Services237842ProgramServices
Management And General53386ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total480794Total
Program Services376949ProgramServices
Management And General103845ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9734Total
Program Services6347ProgramServices
Management And General3387ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total18451Total
Management And General18451ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total26807Total
Program Services2813ProgramServices
Management And General23994ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total142752Total
Program Services138915ProgramServices
Management And General3837ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total51941Total
Program Services50071ProgramServices
Management And General1870ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total183447Total
Program Services141784ProgramServices
Management And General41663ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total66002Total
Program Services9111ProgramServices
Management And General56891ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total813843Total
Program Services798785ProgramServices
Management And General15058ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total27993Total
Program Services18225ProgramServices
Management And General9768ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total21275Total
Program Services11070ProgramServices
Management And General10205ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total5604Total
Management And General5604ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1415000Total
Program Services1415000ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total231704Total
Management And General231704ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
RESIDENT MEALS & ENTERT166428816591625126
CONTRACT SERVICES30870329646912234
OFFICE SUPPLIES191226191226
WORKERS' COMP9019090190

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total110689Total
Program Services58214ProgramServices
Management And General52475ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11746279Total
Program Services9723873ProgramServices
Management And General2022406ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY646289BOY
EOY472423EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY156694BOY
EOY110738EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY225617BOY
EOY93165EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis44455182LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec14185379LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY31400068BOY
EOY30269803EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY32428668BOY
EOY30946129EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY982043BOY
EOY820520EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY179178BOY
EOY35917EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY176129BOY
EOY112712EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY22702EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1337350BOY
EOY991851EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY31091318BOY
EOY29954278EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31091318BOY
EOY29954278EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY32428668BOY
EOY30946129EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1113708ReconcilationRevenueExpenses
Reconcilation Prior Adjustment-630ReconcilationPriorAdjustment
Reconcilation Other Changes-22702ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7818772CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12875619CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years850416CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2238695CurrentTaxYearMinus1Year
Current Tax Year234344CurrentTaxYear
Total24017846Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8676383CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9411087CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10091915CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year10191173CurrentTaxYearMinus1Year
Current Tax Year10349332CurrentTaxYear
Total48719890Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16495155CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22286706CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10942331CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12429868CurrentTaxYearMinus1Year
Current Tax Year10583676CurrentTaxYear
Total72737736Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50972737736PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10048CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16527CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years49582CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12490CurrentTaxYearMinus1Year
Current Tax Year26193CurrentTaxYear
Total114840Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10048CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16527CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years49582CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12490CurrentTaxYearMinus1Year
Current Tax Year26193CurrentTaxYear
Total114840Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16505203CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years22303233CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years10991913CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12442358CurrentTaxYearMinus1Year
Current Tax Year10609869CurrentTaxYear
Total72852576Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99840PublicSupportPercentage509
Prior Year Support Percentage0.99860PriorYearSupportPercentage
Investment Income Percentage0.00160InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00140PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance0BeginningOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance121557BeginningOfYearBalance
End Of Year Balance121557EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance121557BeginningOfYearBalance
End Of Year Balance121557EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance128717BeginningOfYearBalance
Investment Earnings Or Losses816InvestmentEarningsOrLosses
Other Expenditures7976OtherExpenditures
End Of Year Balance121557EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance124688BeginningOfYearBalance
Contributions1227Contributions
Investment Earnings Or Losses2802InvestmentEarningsOrLosses
End Of Year Balance128717EndOfYearBalance

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis142425OtherCostOrOtherBasis
Book Value142425BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis44277307OtherCostOrOtherBasis
Depreciation14185379Depreciation
Book Value30091928BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis35450OtherCostOrOtherBasis
Book Value35450BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings30269803TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUND TRANSFERSDescription
Amount$22,702Amount
FieldValueIRS element (for citing)
Total Of Amounts22702TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt10632571TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal10632571RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010632571TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11746279TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal11746279ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99011746279TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonLINDSAY FICKNamePerson
TitlePRESIDENT/CEOTitle
Base Compensation Filing Org194760BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org9360DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org4929NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org209049TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11FORM 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 12CTHE HOME HAS AN ANNUAL DISCLOSURE FORM THAT IS SIGNED BY OFFICERS AND BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS ASSESSED ANNUALLY BY THE BOARD USING BOTH EXTERNAL AND INTERNAL INFORMATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGES IN TEMPORARILY RESTRICTED ASSETS -22,702.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1ST SIMEONS EPISCOPAL HOME FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13701 N MARTIN LUTHER KING JR BLVDAddressLine1
CityTULSACity
StateOKState
ZIP Code74106ZIPCode
FieldValueIRS element (for citing)
EIN731615760EIN
Primary ActivitiesFUNDRAISINGPrimaryActivities
Legal Domicile StateOKLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ST SIMEON'SBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
ST SIMEONS EPISCOPAL HOME FOUNDATION
C217047
ST SIMEONS EPISCOPAL HOME FOUNDATION
Q158516

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