Liabilities / Assets
21st percentile
Higher debt load relative to assets than 21% of similar nonprofits.
990 • Fiscal year 2017 • EIN 73-1615760
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
21st percentile
Higher debt load relative to assets than 21% of similar nonprofits.
Liabilities / Revenue
39th percentile
Higher debt load relative to revenue than 39% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 11.9% of source-year revenue.
Asset Growth
37th percentile
Faster asset growth than 37% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
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
To enhance through philanthropy and stewardship the physical, social, and spiritual well-being of the residents of saint simeon's and their families.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $14,213 | $11,311 | $25,524 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Carolyn Blair | Executive Di | FT | $111,424 | $5,932 | $117,356 |
| Name | Title |
|---|---|
| The Rt Rev Dr Edward J Konieczny | Chairman |
| David O Hogan | President |
| Anthony S Jezek | Trustee |
| Barbara Turner | Trustee |
| George S Dotson | Trustee |
| John R Barker | Trustee |
| Margaret Swimmer | Trustee |
| Marilyn Morris | Trustee |
| Mary Ann Hille | Trustee |
| Phyllis N Dotson | Trustee |
| Robert W Merrifield | Trustee |
| The Rev Canon Jack Powers | Trustee |
| William E Farrior | Trustee |
| William L Berry | Trustee |
| William S Smith | Trustee |
| Marcia Macleod | Finance Chai |
| David L York | Treasurer |
| Caron Lawhorn | Vice-preside |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 104 | $24,216 | Donor Declaration |
| Securities Publicly Traded | 1 | $1,039 | Ny Stock Exchange |
| Total Noncash Contributions | 105 | $25,255 | - |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $1,456,374 |
| Total Expenses per Audited Statements | $1,456,374 |
| Total Expenses per Form 990 | $1,456,374 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| ST SIMEON'S EPISCOPAL HOME INC | Tulsa, OK | 501c3 | See Sch R, Part Iv | $1,126,928 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $152,742 |
| Fundraising Gross Income | $55,466 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Western Days | $458,141 | $55,466 | $79,411 | $-23,945 |
| Total Events | $458,141 | $55,466 | $152,742 | $-97,276 |
| Liability | Amount |
|---|---|
| Related Party Payable | $87,125 |
“George s. Dotson phyllis n. Dotson trustee trustee spouses”
“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.”
“Senior management and the board of trustees sign a conflict of interest form annually, which is reviewed to ensure that no conflicts arise.”
“Compensation for the executive director is evaluated annually by the board of trustees.”
“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“Employee education, employee christmas gifts, employee recognition awards, and general operations.”
“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.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 25530 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 16240 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 157 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 4327 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 4484 |
| IRS990/AllOtherContributionsAmt | 0 | 459462 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THEA LAWSON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9187941909 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3701 N MARTIN LUTHER KING JR BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TULSA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OK |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 74106 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 602453 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 462304 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 111424 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 111424 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContriRptFundraisingEventAmt | 0 | 402675 |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 862137 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1126928 |
| IRS990/CYInvestmentIncomeAmt | 0 | 220174 |
| IRS990/CYOtherExpensesAmt | 0 | 158290 |
| IRS990/CYOtherRevenueAmt | 0 | -97276 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -471339 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 171156 |
| IRS990/CYTotalExpensesAmt | 0 | 1456374 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 171226 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 985035 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 4068 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 4068 |
| IRS990/Desc | 0 | CHARITABLE GIFTS RECEIVED BY SAINT SIMEON'S FOUNDATION DIRECTLY SUPPORT CAPITAL AND OPERATING EXPENSES OF ST. SIMEON'S EPISCOPAL HOME. DONORS TO SAINT SIMEON'S FOUNDATION ALLOW ST. SIMEON'S EPISCOPAL HOME TO CONTINUE ITS 58 YEAR LONG TRADITION OF PROVIDING HIGH QUALITY INDIVIDUALIZED CARE FOR SENIORS. AMBIANCE NEWSLETTER CAN BE VIEWED AT: HTTP://WWW.SAINTSIMEONS.ORG/IMAGES/STORIES/AMBIANCE/SS-0004AMBIANCEFINA |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1184754 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 16350 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16350 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 200 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 150 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 350 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 22563 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 22563 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 5932 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | THE RT REV DR EDWARD J KONIECZNY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID O HOGAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CARON LAWHORN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVID L YORK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARCIA MACLEOD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOHN R BARKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | WILLIAM L BERRY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | GEORGE S DOTSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | PHYLLIS N DOTSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | WILLIAM E FARRIOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MARY ANN HILLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | ANTHONY S JEZEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | ROBERT W MERRIFIELD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | MARILYN MORRIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | THE REV CANON JACK POWERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | WILLIAM S SMITH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | MARGARET SWIMMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | BARBARA TURNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | CAROLYN BLAIR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 111424 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE-PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | FINANCE CHAI |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2001 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | true |
| IRS990/FundraisingAmt | 0 | 402675 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 152742 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 55466 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 145338 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 18 |
| IRS990/GrantAmt | 0 | 1126928 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1126928 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1126928 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 611429 |
| IRS990/GrossReceiptsAmt | 0 | 1603868 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 18 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 20753 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 20753 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 74836 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 74836 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4338526 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4869265 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 11311 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 18281 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 14213 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 25524 |
| IRS990/LegalDomicileStateCd | 0 | OK |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 466091 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5695975 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5667824 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 145338 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 145338 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -97276 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -97276 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 443188 |
| IRS990/NoncashContributionsAmt | 0 | 25255 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 29515 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 29515 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 1441 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 2001 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 3442 |
| IRS990/OtherExpensesGrp/Desc | 0 | GENERAL PROGRAM SERVICES |
| IRS990/OtherExpensesGrp/Desc | 1 | SUPPLIES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 1714 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 55560 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 2116 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 55560 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3830 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 25403 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 87125 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 39018 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 39018 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 10966 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 10966 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 6306 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 6306 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 1811420 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 1811420 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 674107 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 336762 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 5441 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1925 |
| IRS990/PrincipalOfficerNm | 0 | CAROLYN BLAIR |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1857658 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 555515 |
| IRS990/PYInvestmentIncomeAmt | 0 | 3184 |
| IRS990/PYOtherExpensesAmt | 0 | 273815 |
| IRS990/PYOtherRevenueAmt | 0 | -7140 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 848481 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 175891 |
| IRS990/PYTotalExpensesAmt | 0 | 1005221 |
| IRS990/PYTotalRevenueAmt | 0 | 1853702 |
| IRS990/QuidProQuoContributionsInd | 0 | true |
| IRS990/QuidProQuoContriDisclInd | 0 | true |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -471339 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 108100 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 86720 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | EVENT INCOME 1,880,531 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 862137 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1857658 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 749959 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1236816 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3505692 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 8212262 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 74836 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 77953 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 73225 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 67049 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26717 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 319780 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 55466 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 96829 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 575172 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 561714 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 591350 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 1880531 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.62170 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.59260 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 6473016 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 1739246 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 862137 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1857658 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 749959 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1236816 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3505692 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 8212262 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 10412573 |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.07310 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2120443 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2352276 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 82171 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 314004 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2080445 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 10000 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2120443 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 87378 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 117376 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1895153 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 258681 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2080445 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 62308 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -11081 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1848374 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1895153 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 39171 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 85950 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 262464 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 1417739 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1848374 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 168171 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.