2024-05-08T11:51:07-05:00 2023-06-30 FORVIS LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990 2022-07-01 730718872 McCalls Chapel School % ALENNA SHORMAN MCCA 5802726600 13546 County Road 3600 Ada OK 74820 John Long PRESIDENT/CEO 5802726600 2024-05-15 true John Long 999009999 Jeanette Verrelli P00742631 9727028262 3 2022 2023-04-26 12:10:37Z JOHN LONG CEO 13546 County Road 3600 Ada OK 74820 11982253 false X MCCALLSCHAPELSCHOOL.ORG X 1954 OK TO PROVIDE LIFE-CHANGING SUPPORT TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES SO THAT THEY MAY LIVE INDEPENDENT, WELL-ADJUSTED, AND HAPPY LIVES. 7 7 436 7 0 0 3228312 1544627 10037778 10348058 45510 -656 3418 -2706 13315018 11889323 1738945 217280 0 0 7410039 8607429 0 0 0 3373914 3665643 12522898 12490352 792120 -601029 13024865 23187570 3629720 14106777 9395145 9080793 X MCCALL'S MISSION IS TO ENABLE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO BE PRODUCTIVE MEMBERS OF SOCIETY; TO BE GOOD NEIGHBORS IN THE COMMUNITY; TO MAKE INDEPENDENT, RESPONSIBLE CHOICES; AND TO LIVE DIGNIFIED, HAPPY, AND SELF-DETERMINED LIVES. false false 10913764 217280 10345352 ALL OF MCCALL'S PROGRAMS ARE DESIGNED TO DEVELOP INDEPENDENT LIVING SKILLS FOR OUR SERVICE USERS. OUR PROFESSIONAL, INTERDISCIPLINARY CARE TEAM CONTINUALLY ASSESSES THE PERSONAL SITUATION OF EACH INDIVIDUAL; WORKS CLOSELY WITH THE INDIVIDUAL TO DEVELOP ONGOING IMPROVEMENT PLANS AND ATTAINABLE GOALS; MONITORS PROGRESS AGAINST THESE GOALS AND OVERSEES ANY NECESSARY REMEDIAL ACTION; AND MUTUALLY ESTABLISHES NEW GOALS TO MAINTAIN PROGRESS TOWARDS INDEPENDENT LIVING. IT IS OUR BELIEF THAT THE MOST SATISFYING LIFE IS ONE DETERMINED BY SELF-ACTUALIZATION, PERSONAL CHOICE, AND ACQUISITION OF THOSE SKILLS NECESSARY FOR LIVING IN A SELF-SUFFICIENT MANNER. WE TEACH LIFE, SOCIAL, AND VOCATIONAL SKILLS TO FOSTER INDEPENDENT LIVING FOR OUR INDIVIDUALS. LIFE SKILLS INCLUDE: PERSONAL HYGIENE; TOILETING; ABILITY TO SELF-MEDICATE; MEAL PREPARATION; CLOTHES WASHING; AND MAINTENANCE OF A SAFE ENVIRONMENT. SOCIAL SKILLS INCLUDE: UNDERSTANDING AND CONFORMING TO SOCIAL RULES AND NORMS; SUCCESSFUL INTERPERSONAL RELATIONSHIPS; ASSUMPTION OF PERSONAL RESPONSIBILITY; DEVELOOPMENT OF SELF-ESTEEM; OBEYING LAWS; AND THE AVOIDANCE OF VICTIMIZATION. VOCATIONAL SKILLS INCLUDE: OCCUPATIONAL TASK ABILITY; ABILITY TO FOLLOW INSTRUCTIONS; JOB INVERVIEW TECHNIQUE; AND ENTREPRENEURIAL COMPETENCE. OUR SERVICE USERS CURRENTLY WORK IN LOCAL RETAIL STORES, AUTO DETAIL SHOPS, LAWN MAINTENANCE CREWS, AND PERFORM COMPETITIVELY-BID CONTRACT WORK FOR THE STATE OF OKLAHOMA. FOR INDIVIDUALS WHO REQUIRE MORE EXTENSIVE CARE, MCCALL'S IS THE ONLY ORGANIZATION IN THE STATE WHO PROVIDE 24-HOUR, SKILLED NURSING SUPPORT IN A GROUP HOME SETTING TO PERSONS WHO ARE MEDICALLY FRAGILE. THESE PERSONS NEED ASSISTANCE IN PERFORMING GENERAL BODY MOVEMENTS, EATING, TOILETING, AND MOST OTHER ACTIVITIES OF DAILY LIVING. 10913764 true true false false false false false false false true true false false true true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true true true false false true 14 0 true 436 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false OK X ALENNA SHORMAN 5802726600 13546 CR 3600 ADA OK 74820 JOHN LONG CEO 18.0 22.0 X 94518 110956 10026 CYNTHIA STONE SECRETARY / COO 18.0 22.0 X 58098 68202 692 ALENNA SHORMAN CFO/treasurer 28.0 32.0 X 44091 51759 523 Richard Burpee Board Chairman 1.0 1.0 X X 0 0 0 Todd Robson Vice Chair 1.0 1.0 X X 0 0 0 Catherine Goddard DIRECTOR 1.0 1.0 X 0 0 0 John Hudson DIRECTOR 1.0 1.0 X 0 0 0 Martin McMillan DIRECTOR 1.0 1.0 X 0 0 0 Kathy Pinson DIRECTOR 1.0 1.0 X 0 0 0 Shari Powell DIRECTOR 1.0 1.0 X 0 0 0 196707 230917 11241 0 false true false 0 764211 480176 300240 24150 1544627 Fees - State/Private Pay 623000 10120143 10120143 WORKSHOP SERVICES 561700 64271 64271 Thrift Shop - Workshop 900099 141237 141237 MAINT AGREEMENTS - APTS 561700 80 80 Soda Machine 722515 16680 16680 5647 5647 10348058 1468 1468 0 0 0 0 0 2124 -2124 -2124 -2124 0 0 0 0 0 0 88100 90806 -2706 -2706 0 11889323 10345352 -656 217280 217280 0 0 0 201877 175124 26753 0 7149864 6202368 947496 69901 60638 9263 589182 511104 78078 596605 517543 79062 0 0 53239 53239 0 0 0 101853 101853 1026 890 136 93949 81499 12450 30629 26570 4059 0 1194731 1036406 158325 67518 58571 8947 0 47431 41145 6286 11571 10038 1533 0 119287 103479 15808 326123 282905 43218 Quality of Care Fee 508862 508862 Supplies 97793 84834 12959 Dietary 533740 463009 70731 Maintenance 157272 136430 20842 320619 293216 27403 12490352 10913764 1576588 0 2161691 1605264 107006 108041 0 0 363608 397652 0 0 0 0 0 0 54891 35318 78910 94054 3118576 2361484 746007 757092 74679 75353 0 0 0 0 0 0 9438073 20114796 13024865 23187570 2521039 1086647 0 0 480176 0 0 0 0 0 0 0 628505 527393 0 0 0 12492737 3629720 14106777 X -147885 -794234 9543030 9875027 9395145 9080793 13024865 23187570 X -601029 286677 X false true X true false X 744050 755108 2104511 3228312 1544627 8376608 9152898 9311080 9493363 10140848 10436158 48534347 0 0 0 9896948 10066188 11597874 13369160 11980785 56910955 511992 592938 955773 459422 764211 3284336 0 511992 592938 955773 459422 764211 3284336 53626619 901 1070 662 1261 1468 5362 0 901 1070 662 1261 1468 5362 0 0 9897849 10067258 11598536 13370421 11982253 56916317 0.94220 0.94370 0.00009 0.00012 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2381269 841966 130610 896935 31516 2425394 2426349 475982 82561 574566 29057 2381269 2133600 473268 365162 520726 24955 2426349 2220259 477318 67074 594261 36790 2133600 2051548 478668 277044 551830 35171 2220259 0.02300 0.97700 true true true 638106 157605 480501 2480470 2203879 276591 0 0 757092 Insurance Recovery Receivable 521016 Deposits 59363 OCCF RECIPROCAL TRANSFER 56749 BENEFICIAL INTEREST IN TRUST 9060434 ROU Assets 10417234 20114796 0 Lease Liabilities 10419250 INTERCOMPANY PAYABLES 2073487 12492737 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS: MCCALLS CHAPEL SCHOOL ENDOWMENT TRUST AND OKC COMMUNITY FOUNDATION FUNDS ARE UTILIZED TO PROVIDE RESIDENTIAL CARE, SUPPORTED EMPLOYMENT AND OTHER ASSISTANCE TO PERSONS WITH DEVELOPMENTAL DISABILITIES. THE BALANCE IN THE MCCALLS CHAPEL SCHOOL ENDOWMENT TRUST WAS $2,368,645 AND THE BALANCE IN THE OKC COMMUNITY FOUNDATION WAS $56,749 AS OF JUNE 30, 2023. THE MCCALL CHAPEL SCHOOL ENDOWMENT TRUST, A RELATED 501(C)(3) ORGANIZATION, WAS FORMED TO PROVIDE SUPPORT FOR MCCALLS CHAPEL SCHOOL. THE FUNDS AT THE OKC COMMUNITY FOUNDATION CONSIST OF RECIPROCAL TRANSFERS BEING HELD FOR MCCALLS CHAPEL SCHOOL. SCHEDULE D, PART X, LINE 2 LIABILITY FOR UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true MCCALL'S CHAPEL SCHOOL ENDOWMENT TRUST PO BOX 669 ADA OK 74820 736271145 501(C)(3) 217280 GENERAL FUNDING 1 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: THE ORGANIZATION MADE GRANTS TO ITS RELATED 501(C)(3) ORGANIZATION. X X false false false false false false false true false JOHN LONG CEO 85318 100156 9200 10800 0 0 806 946 3806 4468 99130 116370 SCHEDULE J, PART I, LINE 7 Non-fixed payments: The non-fixed bonuses are partially set on years of service. The remaining bonus depends on the year and is provided to all staff. Neither bonus is guaranteed from year to year. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 IS REVIEWED BY THE CEO PRIOR TO FILING WITH THE IRS. A COPY OF THE 990 IS EMAILED TO BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE BOARD SIGNS A STATEMENT THAT BOARD MEMBERS ARE NOT ALLOWED TO GAIN ANYTHING FROM BEING ON THE BOARD. MCCALLS DOES NOT DO BUSINESS WITH MEMBERS ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL'S COMPENSATION: MEMBERS OF THE BOARD ARE SELECTED TO A SPECIAL COMMITTEE THAT REVIEWS THE CEO'S PERFORMANCE. THE COMMITTEE THEN RECOMMENDS COMPENSATION BASED ON WHETHER THE PREVIOUS YEAR'S GOALS WERE MET AND THE CURRENT YEAR'S EVALUATION. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER'S COMPENSATION: THE MANAGER RESPONSIBLE FOR EACH EMPLOYEE REVIEWS PERFORMANCE AND RECOMMENDS COMPENSATION ADJUSTMENTS BASED ON PARAMETERS PROVIDED TO EACH MANAGER. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST $286,677 MCCALLS CHAPEL SCHOOL ENDOWMENT TRUST 13546 CR 3600 ADA OK 74820 736271145 SUPPORT ORG OK 501(C)(3) 12 TYPE II MCCALLS SCH true MCCALLS APARTMENTS INC 13546 CR 3600 ADA OK 74820 731465432 DISABLED HSG OK 501(C)(3) 7 MCCALLS SCH true MCCALLS SUPPORTIVE LIVING INC 13546 CR 3600 ADA OK 74820 611437942 DISABLED HSG OK 501(C)(3) 7 MCCALLS SCH true MCCALLS COMMUNITY HOMES INC 13546 CR 3600 ADA OK 74820 811563572 DISABLED SVCS OK 501(C)(3) 10 MCCALLS SCH true false true true false false false false false false false true false false false true true true true true MCCALLS CHAPEL SCHOOL ENDOWMENT TRUST c 764211 FMV MCCALLS CHAPEL SCHOOL ENDOWMENT TRUST b 217280 FMV