Civic Intelligence

Saint Simeon'S Episcopal Home Foundation

990 • Fiscal year 2017 • EIN 73-1615760

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

3701 N Martin Luther King Jr BlvdTulsa, OK 74106

(918) 794-1909

Siviq Scores

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

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.10x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-48%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$117,356

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

0.4%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,771,189

Up $24,281 (+0.4%) from 2016

Net Assets

Down

$5,667,824

Down $28,151 (-0.5%) from 2016

Liabilities

Up

$103,365

Up $52,432 (+103%) from 2016

Revenue

Down

$985,035

Down $868,667 (-47%) from 2016

Expenses

Up

$1,456,374

Up $451,153 (+45%) from 2016

Net Income

Down

-$471,339

Down $1,319,820 (-156%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$5,771,189
Liabilities$103,365
Net Assets$5,667,824

Operations Trend

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

2017

Revenue$985,035
Expenses$1,456,374
Net Income-$471,339
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$1,603,868
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$4,338,526$4,869,265▲ $530,739
Cash and Non-Interest-Bearing Accounts$602,453$462,304▼ $140,149
Pledges and Grants Receivable$674,107$336,762▼ $337,345
Savings and Temporary Cash Investments$108,100$86,720▼ $21,380
Land, Buildings, and Equipment, Net$18,281$14,213▼ $4,068
Prepaid Expenses and Deferred Charges$5,441$1,925▼ $3,516
Total Assets$5,746,908$5,771,189▲ $24,281
Liabilities
Other Liabilities$25,403$87,125▲ $61,722
Accounts Payable and Accrued Expenses$25,530$16,240▼ $9,290
Total Liabilities$50,933$103,365▲ $52,432
Net Assets / Fund Balance
Unrestricted Net Assets$2,348,589$2,556,317▲ $207,728
Permanently Rstr Net Assets$1,811,420$1,811,420→ $0
Temporarily Rstr Net Assets$1,535,966$1,300,087▼ $235,879
Total Net Assets Fund Balance$5,695,975$5,667,824▼ $28,151
Total Liabilities and Net Assets / Fund Balance$5,746,908$5,771,189▲ $24,281

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,213$11,311$25,524

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,120,443-▲ $314,004-$2,352,276
2016$2,080,445$10,000▲ $117,376-$2,120,443
2015$1,895,153$258,681▼ $11,081-$2,080,445
2014$1,848,374-▲ $85,950-$1,895,153
2013$262,464$1,417,739▲ $168,171-$1,848,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn BlairExecutive DiFT$111,424$5,932$117,356
Revenue and Support

Revenue Composition

Contributions and Grants
$862,137
Program Service Revenue
$0
Investment Income
$220,174
Other Revenue
$-97,276
All Other Contributions
$459,462
Change in Net Assets
$-471,339

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table104$24,216Donor Declaration
Securities Publicly Traded1$1,039Ny Stock Exchange
Total Noncash Contributions105$25,255-

Audited Revenue Reconciliation

Revenue per Audited Statements
$985,035
Revenue Not Reported on Form 990
$443,188
Total Revenue per Audited Statements
$1,428,223
Total Revenue per Form 990
$985,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,126,928
Total Fundraising Expense$171,226
Salaries, Compensation, and Employee Benefits$171,156
Other Expenses$158,290
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,126,928--$1,126,928
Current Officers, Directors, Trustees, and Key Employees--$111,424$111,424
Other Salaries and Wages--$39,018$39,018
Office Expenses-$29,515-$29,515
Fees for Service Investment Mgmnt Fees-$22,563-$22,563
Information Technology-$20,753-$20,753
Fees for Services Accounting-$16,350-$16,350
Payroll Taxes--$10,966$10,966
Pension Plan Contributions--$6,306$6,306
Advertising-$4,327$157$4,484
Depreciation Depletion-$4,068-$4,068
Other Expenses$2,116-$1,714$3,830
Other Employee Benefits-$2,001$1,441$3,442
Travel-$817-$817
Fees for Services Other$150-$200$350
Total Functional Expenses$1,184,754$100,394$171,226$1,456,374

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,456,374
Total Expenses per Audited Statements$1,456,374
Total Expenses per Form 990$1,456,374
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST SIMEON'S EPISCOPAL HOME INCTulsa, OK501c3See Sch R, Part Iv$1,126,928
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$152,742
Fundraising Gross Income$55,466
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Western Days$458,141$55,466$79,411$-23,945
Total Events$458,141$55,466$152,742$-97,276
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Payable$87,125
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, Page 6, Part VI, Line 2

George s. Dotson phyllis n. Dotson trustee trustee spouses

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed in detail by the executive director and director of finance. A copy of the form 990 is sent to all board members. The form 990 is then sent to the irs.

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, 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

Filer Name
SAINT SIMEON'S EPISCOPAL HOME
EIN
73-1615760
Phone
9187941909
Address
3701 N MARTIN LUTHER KING JR BLVD, TULSA, OK 74106

Signing Officer

Name
Carolyn Blair
Title
Executive Director
Phone
9184253583
Signed
2018-11-14

Organization Details

Principal Officer
Carolyn Blair
Formed
2001
Legal Domicile
Ok
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
120

Preparer

Firm
HEATHERINGTON & FIELDS CPA'S
Address
8905 S YALE AVE STE 200, TULSA, OK 74137-3557
Preparer
James W Heatheringtoncpa
Phone
9184961212
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Employee education, employee christmas gifts, employee recognition awards, and general operations.

Schedule D, Page 3, Part X

The foundation is organized as a nonprofit corporation and has been recognized by the internal revenue service (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), qualifies for the charitable contribution deduction under sections 170(b)(1)(a)(vi) and (viii), and has been determined not to be a private foundation under sections 509(a)(1) and (3). The entity is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. We have determined that the foundation is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. We believe that the foundation 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 statements. The foundation 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. The foundation is subjected to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in process.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FINANCE CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DI
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IRS990/LocalChaptersInd0false
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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/MoreThan5000KToIndividualsInd0false
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IRS990/NoncashContributionsAmt025255
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029515
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01441
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02001
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010966
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IRS990/PensionPlanContributionsGrp/FundraisingAmt06306
IRS990/PensionPlanContributionsGrp/TotalAmt06306
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0674107
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05441
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01925
IRS990/PrincipalOfficerNm0CAROLYN BLAIR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01857658
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0555515
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-471339
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0108100
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EVENT INCOME 1,880,531
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01857658
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0749959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01236816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03505692
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074836
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026717
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt096829
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0575172
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IRS990ScheduleA/PublicSupportPY170Pct00.59260
IRS990ScheduleA/PublicSupportTotal170Amt06473016
IRS990ScheduleA/SubstantialContributorsTotAmt01739246
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IRS990ScheduleA/TotalSupportAmt010412573
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02120443
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02352276
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt082171
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0314004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02080445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010000
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0117376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01895153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0258681
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02080445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt062308
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-11081
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01848374
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01895153
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt039171
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt085950
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0262464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01417739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01848374
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0168171
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false

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Filings

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