Civic Intelligence

Saint Simeon'S Episcopal Home Foundation

990 • Fiscal year 2013 • EIN 73-1615760

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.SAINTSIMEONS.ORG
3701 N Martin Luther Kingjr Blvd74106

(918) 425-3583

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

93rd percentile

48%

Faster asset growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

80th percentile

29%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$6,723,723

Up $2,179,309 (+48%) from 2012

Net Assets

Up

$6,672,274

Up $2,050,109 (+44%) from 2012

Liabilities

Up

$51,449

Up $129,200 (+166%) from 2012

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

$3,435,733

No earlier filing loaded for comparison.

Expenses

Up

$1,448,797

Up $864,816 (+148%) from 2012

Net Income

$1,986,936

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,702,030Liabilities 2010: $1,545,899Net Assets 2010: $3,156,1312010Assets 2011: $2,498,011Liabilities 2011: $123,435Net Assets 2011: $2,374,5762011Assets 2012: $4,544,414Liabilities 2012: -$77,751Net Assets 2012: $4,622,1652012Assets 2013: $6,723,723Liabilities 2013: $51,449Net Assets 2013: $6,672,2742013Assets 2014: $5,165,394Liabilities 2014: $63,569Net Assets 2014: $5,101,8252014Assets 2015: $4,646,905Liabilities 2015: $51,279Net Assets 2015: $4,595,6262015Assets 2016: $5,746,908Liabilities 2016: $50,933Net Assets 2016: $5,695,9752016Assets 2017: $5,771,189Liabilities 2017: $103,365Net Assets 2017: $5,667,8242017Assets 2018: $4,717,755Liabilities 2018: $32,711Net Assets 2018: $4,685,0442018Assets 2019: $5,341,381Liabilities 2019: $38,100Net Assets 2019: $5,303,2812019Assets 2020: $6,368,543Liabilities 2020: $45,526Net Assets 2020: $6,323,0172020Assets 2021: $5,349,711Liabilities 2021: $43,569Net Assets 2021: $5,306,1422021Assets 2022: $3,701,437Liabilities 2022: $125,622Net Assets 2022: $3,575,8152022Assets 2023: $3,989,060Liabilities 2023: $84,711Net Assets 2023: $3,904,3492023Assets 2024: $4,368,968Liabilities 2024: $52,351Net Assets 2024: $4,316,6172024

Highlighted filing

2013

Assets$6,723,723
Liabilities$51,449
Net Assets$6,672,274
Open 2013 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,220,4712010Revenue 2011: $2,071,738Expenses 2011: $2,814,394Net Income 2011: -$742,6562011Expenses 2012: $583,9812012Revenue 2013: $3,435,733Expenses 2013: $1,448,797Net Income 2013: $1,986,9362013Revenue 2014: $1,426,760Expenses 2014: $2,878,665Net Income 2014: -$1,451,9052014Revenue 2015: $816,946Expenses 2015: $1,121,303Net Income 2015: -$304,3572015Revenue 2016: $1,853,702Expenses 2016: $1,005,221Net Income 2016: $848,4812016Revenue 2017: $985,035Expenses 2017: $1,456,374Net Income 2017: -$471,3392017Revenue 2018: $890,396Expenses 2018: $1,400,875Net Income 2018: -$510,4792018Revenue 2019: $1,654,293Expenses 2019: $1,003,835Net Income 2019: $650,4582019Revenue 2020: $1,343,476Expenses 2020: $800,708Net Income 2020: $542,7682020Revenue 2021: $1,524,413Expenses 2021: $2,721,357Net Income 2021: -$1,196,9442021Revenue 2022: $1,406,069Expenses 2022: $2,295,241Net Income 2022: -$889,1722022Revenue 2023: $1,278,251Expenses 2023: $1,246,632Net Income 2023: $31,6192023Revenue 2024: $1,642,148Expenses 2024: $1,499,688Net Income 2024: $142,4602024

Highlighted filing

2013

Revenue$3,435,733
Expenses$1,448,797
Net Income$1,986,936
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$3,545,679
Mission and Program Overview

Mission

To enhance through philanthropy and stewardship the physical, social, and spiritual well-being of the residents of saint simeon's and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,687,419$3,774,565▲ $2,087,146
Cash and Non-Interest-Bearing Accounts$1,461,688$1,605,624▲ $143,936
Pledges and Grants Receivable$1,219,812$1,334,196▲ $114,384
Investments Other Securities$156,127--
Accounts Receivable$9,471--
Prepaid Expenses and Deferred Charges$4,348$5,289▲ $941
Land, Buildings, and Equipment, Net$5,549$4,049▼ $1,500
Total Assets$4,544,414$6,723,723▲ $2,179,309
Liabilities
Accounts Payable and Accrued Expenses$64,830$28,759▼ $36,071
Other Liabilities$-142,581$22,690▲ $165,271
Total Liabilities$-77,751$51,449▲ $129,200
Net Assets / Fund Balance
Unrestricted Net Assets$3,734,779$3,199,575▼ $535,204
Temporarily Rstr Net Assets$761,386$1,847,699▲ $1,086,313
Permanently Rstr Net Assets$126,000$1,625,000▲ $1,499,000
Total Net Assets Fund Balance$4,622,165$6,672,274▲ $2,050,109
Total Liabilities and Net Assets / Fund Balance$4,544,414$6,723,723▲ $2,179,309

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,049$22,242$26,291

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$262,464-▲ $30,326$1,325$291,465
2012$247,093$5,276▲ $20,443$10,348$262,464
2011$253,829$1,000▼ $5,278$2,458$247,093
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
The Rt Rev Dr Edward J KoniecznyChairman
George DotsonPresident
Will FarriorVice President
Anthony S JezekTrustee
David YorkTrustee
John BarkerTrustee
Kristin BenderTrustee
Marcia MacleodTrustee
Phyllis DotsonTrustee
Robin Flint BallengerTrustee
The Rev Canon John PowersTrustee
William S SmithTrustee
Marilyn MorrisSecretary
David O HoganTreasurer
Margaret SwimmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,307,821
Program Service Revenue
$0
Investment Income
$39,987
Other Revenue
$87,925
All Other Contributions
$2,766,761
Change in Net Assets
$1,986,936

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,435,733
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$482,658
Total Revenue per Audited Statements
$3,918,391
Total Revenue per Form 990
$3,435,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,209,892
Total Fundraising Expense$151,007
Salaries, Compensation, and Employee Benefits$148,479
Other Expenses$90,426
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,209,892--$1,209,892
Other Salaries and Wages--$126,647$126,647
Office Expenses-$34,988-$34,988
Fees for Services Other-$21,295$2,528$23,823
Advertising-$12,621-$12,621
Fees for Service Investment Mgmnt Fees-$10,940-$10,940
Payroll Taxes--$10,412$10,412
Pension Plan Contributions--$7,281$7,281
Information Technology-$5,576-$5,576
Other Employee Benefits--$4,139$4,139
Depreciation Depletion-$1,500-$1,500
Travel-$855-$855
Other Expenses-$123-$123
Total Functional Expenses$1,209,892$87,898$151,007$1,448,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,558,744
Expenses per Audited Statements$1,448,798
Total Expenses per Form 990$1,448,798
Expenses Not Reported on Form 990$109,946
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
73-0708697-501(c)(3)TO PROMOTE AND FOSTER CHARITABLE, BENEVOLENT, RELIGIOUS, EDUCATIONAL, AND CULTURAL INTERESTS BY ACTING AS A SUPPORTING ORGANIZATION FOR ST. SIMEON'S EPISCOPAL HOME, INC.$1,178,234
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$109,946
Fundraising Gross Income$50,290
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$591,350$50,290$63,299$-13,009
Total Events$591,350$50,290$109,946$-59,656
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Fund Transfers$22,690
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Trustees george dotson and phyllis dotson are husband and wife.”

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed in detail by the cfo and ceo before being sent to the finance committee of the board of trustees for review. After approval by the finance committee, the form 990 is submitted to the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Senior management and the board of trustees sign a conflict of interest form annually, which is reviewed to ensure that no conflicts arise.”

Form 990, Part VI, Section B, Line 15

“Compensation for the executive director is evaluated annually by the board of trustees.”

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.”

Filing and Contact Details

Filer

EIN
73-1615760
Phone
9184253583

Signing Officer

Name
Carolyn Blair
Title
Executive Director
Phone
9184253583
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Blair
Formed
2001
Legal Domicile
Ok
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
150

Preparer

Preparer
Leslie Jones
Phone
9187496601
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Rounding -1. Changes in temporarily restricted assets”

Financial Statement Notes

PART V, LINE 4:

“Employee education, employee christmas gifts and employee recognition awards.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraiser direct expense allocation 109,946. Unlocated difference 1,670.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraiser direct expense allocation 109,946.”

Raw XML AppendixShowing 400 of 553 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt064830
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt028759
IRS990/AccountsReceivableGrp/BOYAmt09471
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt012621
IRS990/AdvertisingGrp/TotalAmt012621
IRS990/AllOtherContributionsAmt02766761
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0THEA LAWSON
IRS990/BooksInCareOfDetail/PhoneNum09187941909
IRS990/BooksInCareOfDetail/USAddress/AddressLine103701 N MARTIN LUTHER KING JR BLVD
IRS990/BooksInCareOfDetail/USAddress/City0TULSA
IRS990/BooksInCareOfDetail/USAddress/State0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCode074106
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01461688
IRS990/CashNonInterestBearingGrp/EOYAmt01605624
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0541060
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03307821
IRS990/CYGrantsAndSimilarPaidAmt01209892
IRS990/CYInvestmentIncomeAmt039987
IRS990/CYOtherExpensesAmt090426
IRS990/CYOtherRevenueAmt087925
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01986936
IRS990/CYSalariesCompEmpBnftPaidAmt0148479
IRS990/CYTotalExpensesAmt01448797
IRS990/CYTotalFundraisingExpenseAmt0151007
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03435733
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01500
IRS990/DepreciationDepletionGrp/TotalAmt01500
IRS990/Desc0CHARITABLE GIFTS RECEIVED BY SAINT SIMEON'S FOUNDATION DIRECTLY SUPPORT CAPITAL EXPENSES OF SAINT SIMEON'S EPISCOPAL HOME. DONORS TO SAINT SIMEON'S FOUNDATION ALLOW ST SIMEON'S EPISCOPAL HOME TO CONTINUE ITS 53 YEAR LONG TRADITION OF PROVIDING HIGH QUALITY, INDIVIDUALIZED CARE FOR SENIORS. AMBIANCE NEWLETTER CAN BE VIEWED AT HTTP://WWW.SAINTSIMEONS.ORG/IMAGES/STORIES/AMBIANCE/SS-0004AMBIANCEFINALWEB.PDF
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01209892
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/FundraisingAmt02528
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt021295
IRS990/FeesForServicesOtherGrp/TotalAmt023823
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010940
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010940
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MARCIA MACLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm1WILL FARRIOR
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE DOTSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm4PHYLLIS DOTSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MARILYN MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm6THE REV CANON JOHN POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID YORK
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBIN FLINT BALLENGER
IRS990/Form990PartVIISectionAGrp/PersonNm9ANTHONY S JEZEK
IRS990/Form990PartVIISectionAGrp/PersonNm10WILLIAM S SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID O HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm12THE RT REV DR EDWARD J KONIECZNY
IRS990/Form990PartVIISectionAGrp/PersonNm13MARGARET SWIMMER
IRS990/Form990PartVIISectionAGrp/PersonNm14KRISTIN BENDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0541060
IRS990/FundraisingDirectExpensesAmt0109946
IRS990/FundraisingGrossIncomeAmt050290
IRS990/GainOrLossGrp/SecuritiesAmt016210
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01209892
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01209892
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01209892
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016210
IRS990/GrossReceiptsAmt03545679
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05576
IRS990/InformationTechnologyGrp/TotalAmt05576
IRS990/InvestmentIncomeGrp/ExclusionAmt023777
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023777
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0156127
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01687419
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03774565
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022242
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05549
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04049
IRS990/LandBldgEquipCostOrOtherBssAmt026291
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04622165
IRS990/NetAssetsOrFundBalancesEOYAmt06672274
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016210
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-59656
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-59656
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0371042
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034988
IRS990/OfficeExpensesGrp/TotalAmt034988
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04139
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04139
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0123
IRS990/OtherExpensesGrp/TotalAmt0123
IRS990/OtherLiabilitiesGrp/BOYAmt0-142581
IRS990/OtherLiabilitiesGrp/EOYAmt022690
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE CSV PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0147581
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0147581
IRS990/OtherRevenueTotalAmt0147581
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0126647
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126647
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010412
IRS990/PayrollTaxesGrp/TotalAmt010412
IRS990/PensionPlanContributionsGrp/FundraisingAmt07281
IRS990/PensionPlanContributionsGrp/TotalAmt07281
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0126000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01625000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01219812
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01334196
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04348
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05289
IRS990/PrincipalOfficerNm0CAROLYN BLAIR
IRS990/PriorPeriodAdjustmentsAmt0-307869
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03029153
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0217047
IRS990/PYInvestmentIncomeAmt0510
IRS990/PYOtherExpensesAmt0208418
IRS990/PYOtherRevenueAmt099877
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02545559
IRS990/PYSalariesCompEmpBnftPaidAmt0158516
IRS990/PYTotalExpensesAmt0583981
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03129540
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt01986936
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03505692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02885565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01599576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02358231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01931429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012280493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt026717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0510
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt092415
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0501508
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0653515
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0546450
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0591350
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0454338
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt055530
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt053270
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01154488
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51000
IRS990ScheduleA/PublicSupportPY170Pct00.86520
IRS990ScheduleA/PublicSupportTotal170Amt07184828
IRS990ScheduleA/SubstantialContributorsTotAmt05095665
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03505692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02885565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01599576
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02358231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01931429
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012280493
IRS990ScheduleA/TotalSupportAmt014088496
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0262464
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0291465
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt030326
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01325
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0247093
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0262464
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020443
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt010348
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0253829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0247093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-5278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02458
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04049
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022242
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026291
IRS990ScheduleD/ExpensesNotReportedAmt0109946
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01448798
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0371042
IRS990ScheduleD/OtherExpensesIncludedAmt0109946
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022690
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUND TRANSFERS
IRS990ScheduleD/OtherRevenueAmt0111616
IRS990ScheduleD/RevenueNotReportedAmt0482658
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03435733
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EMPLOYEE EDUCATION, EMPLOYEE CHRISTMAS GIFTS AND EMPLOYEE RECOGNITION AWARDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISER DIRECT EXPENSE ALLOCATION 109,946. UNLOCATED DIFFERENCE 1,670.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISER DIRECT EXPENSE ALLOCATION 109,946.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04049
IRS990ScheduleD/TotalExpensesPerForm990Amt01448798
IRS990ScheduleD/TotalLiabilityAmt022690
IRS990ScheduleD/TotalRevenuePerForm990Amt03435733
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03918391
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01558744
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0541060
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0541060
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0109946
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01389
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01389
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt042469
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt042469
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0591350

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,723,723
Liabilities
$51,449
Net assets
$6,672,274
Revenue
$3,435,733
Expenses
$1,448,797
Net income
$1,986,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.05$4.32$1.64$1.50$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.08$3.90$1.28$1.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.70$0.13$3.58$1.41$2.30$0.89
2021Detailed filing. Detailed filing data is available for this year.$5.35$0.04$5.31$1.52$2.72$1.20
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.05$6.32$1.34$0.80$0.54
2019Detailed filing. Detailed filing data is available for this year.$5.34$0.04$5.30$1.65$1.00$0.65
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.03$4.69$0.89$1.40$0.51
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.10$5.67$0.99$1.46$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.05$5.70$1.85$1.01$0.85
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.05$4.60$0.82$1.12$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.17$0.06$5.10$1.43$2.88$1.45
2013Detailed filing. Detailed filing data is available for this year.$6.72$0.05$6.67$3.44$1.45$1.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.08$4.62$0.58
2011Summary only. Only limited summary data is available for this year.$2.50$0.12$2.37$2.07$2.81$0.74
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$1.55$3.16$1.22