2024-11-15T19:49:56-05:00 2023-12-31 731479528 HEATHERINGTON & FIELDS CPA'S 8905 S YALE AVE STE 200 TULSA OK 741373553 990 2023-01-01 731615760 SAINT SIMEON'S EPISCOPAL HOME FOUNDATION SAIN 9187941909 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 TONY CROUCH DIRECTOR OF FINANCE 9184253583 2024-11-15 true false SUZANNE M CAROLLA CPA P00569339 9184961248 2024-11-15 X 2023 2024-10-15 13:58:12Z JANE FAULKENBERRY 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 2242559 false X WWW.SAINTSIMEONS.ORG X 2001 OK TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES. 22 22 0 40 0 1511435 1407772 0 98418 75052 -203784 -204573 1406069 1278251 1882335 794763 0 233611 281542 0 309346 179295 170327 2295241 1246632 -889172 31619 3701437 3989060 125622 84711 3575815 3904349 TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES. false false 812945 794763 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 60 YEAR LONG TRADITION OF PROVIDING HIGH QUALITY INDIVIDUALIZED CARE FOR SENIORS. ADDITIONAL INFORMATION RELATING TO SAINT SIMEON'S EPISCOPAL HOME FOUNDATION CAN BE VIEWED AT SAINTSIMEONS.ORG/FOUNDATION. 812945 true true false false false false false false false true true false false false true false true false false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 22 22 false false false false false false false true true false false false true true true true true true false false OK X TONY CROUCH 9187941909 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 THE RT REV POULSON REED CHARIMAN 1.00 1.00 X X 0 0 0 JANE FAULKENBERRY PRESIDENT 4.00 X X 0 0 0 HILLARY CLARK VICE PRESIDE 3.00 X X 0 0 0 WILLIAM L BERRY TREASURER 2.00 X X 0 0 0 GRAYDON D LUTHEY SECRETARY 1.00 X X 0 0 0 BETH BROWN TRUSTEE 1.00 X 0 0 0 CRAIG DEISENROTH TRUSTEE 1.00 X 0 0 0 MIKE DODSON TRUSTEE 1.00 X 0 0 0 GEORGE S DOTSON TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM E FARRIOR TRUSTEE 1.00 1.00 X 0 0 0 JAMES HICKS TRUSTEE 1.00 X 0 0 0 ANTHONY S JEZEK TRUSTEE 1.00 X 0 0 0 WINK KOPCZYNSKI TRUSTEE 1.00 X 0 0 0 ROBERT F MARTINOVICH TRUSTEE 1.00 X 0 0 0 ROBERT W MERRIFIELD TRUSTEE 1.00 X 0 0 0 MARILYN MORRIS TRUSTEE 1.00 1.00 X 0 0 0 DEMAURI MYERS TRUSTEE 1.00 X 0 0 0 ANN RADFORD TRUSTEE 1.00 X 0 0 0 MELISSA STALLCUP TRUSTEE 1.00 X 0 0 0 ROSS SWIMMER TRUSTEE 1.00 X 0 0 0 ANHNA VUONG TRUSTEE 1.00 X 0 0 0 DAVID L YORK TRUSTEE 1.00 X 0 0 0 TYLER DAVIS EXECUTIVE DI 40.00 X 0 165583 9797 165583 9797 false true false 756681 651091 28845 1407772 69134 69134 765653 759735 5918 5918 5918 756681 204573 -204573 -204573 1278251 -129521 794763 794763 165583 165583 70702 70702 11635 11635 16054 16054 17568 17568 66500 66500 14939 14939 12655 10534 2121 13920 13920 29496 6594 22902 290 290 758 758 GENERAL PROGRAM SERVICES 18182 18182 SUPPLIES & OTHER EXP 13587 10806 2781 1246632 812945 124341 309346 383307 716749 229785 136381 139359 16423 6890 6890 26861 24988 2631 1873 2939465 3110744 3701437 3989060 55050 59892 70572 24819 125622 84711 X 814877 808115 2760938 3096234 3575815 3904349 3701437 3989060 31619 374180 -77265 X false true X true false X 898219 1293287 1216124 1511435 1407772 6326837 898219 1293287 1216124 1511435 1407772 6326837 1234989 5091848 114113 94469 71711 71861 69134 421288 200197 200197 6948322 0.73280 0.78720 X PART II, LINE 10 EVENT INCOME 200,197 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2201295 331300 115357 2417238 2850225 -433333 215597 2201295 2642230 312835 104840 2850225 2429830 3058 312639 103297 2642230 2116602 411894 98666 2429830 0.07350 0.74940 0.17710 false false 26861 24988 1873 1873 RELATED PARTY PAYABLE 24819 24819 1652431 374180 374180 1278251 1278251 1246632 1246632 1246632 SCHEDULE D, PAGE 2, PART V, LINE 4 EMPLOYEE EDUCATION, EMPLOYEE CHRISTMAS GIFTS, EMPLOYEE RECOGNITION AWARDS, AND GENERAL OPERATIONS. WESTERN DAYS 756681 756681 99678 104895 756681 756681 99678 104895 204573 -204573 true ST SIMEON'S EPISCOPAL HOME INC 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 730708697 501C3 794763 SEE SCH I, PART IV 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE SAINT SIMEON'S EPISCOPAL HOME'S CEO/PRESIDENT MAKES A PRESENTATION TO THE SAINT SIMEON'S EPISCOPAL HOME FOUNDATION AT EACH BOARD MEETING WHICH UPDATES THE TRUSTEES AS TO HOW THE FUNDS PROVIDED BY THE FOUNDATION WERE USED. SAINT SIMEON'S EPISCOPAL HOME PROVIDES FINANCIAL STATEMENTS TO THE FOUNDATION AT THIS TIME. SCHEDULE I, PAGE 4, PART IV PART II, LINE 1, COLUMN (H) TO PROMOTE AND FOSTER CHARITABLE, BENEVOLENT, RELIGIOUS, EDUCATIONAL, AND CULTURAL INTERESTS BY ACTING AS A SUPPORTING ORGANIZATION FOR ST. SIMEON'S EPISCOPAL HOME, INC. false false false false false false false false false TYLER DAVIS EXECUTIVE DIRECTOR 165583 9623 174 175380 SCHEDULE J, PAGE 1, PART I, LINE 3 COMPENSATION IS ASSESSED ANNUALLY BY THE BOARD USING BOTH EXTERNAL AND INTERNAL INFORMATION. THIS IS DONE PRIOR TO THE OFFICER'S ANNIVERSARY DATE. THE CURRENT YEAR REVIEW WAS DONE IN OCTOBER 2023. X AUCTION ITEMS 35 28845 DONOR DECLARED FMV false true false FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE. THE TRUSTEES OF THE FINANCE COMMITTEE ARE PROVIDED A COPY FOR REVIEW. 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. ST SIMEON'S EPISCOPAL HOME INC 3701 N MARTIN LUTHER KING JR BLVD TULSA OK 74106 730708697 ELDER CARE OK 501C3 10 N/A false false true false false true false false false false false false true true true true true false false false ST SIMEON'S EPISCOPAL HOME INC B 794763 ACTUAL AMOUNT ST SIMEON'S EPISCOPAL HOME INC E 24819 NOTE PAYABLE BALANCE ST SIMEON'S EPISCOPAL HOME INC M 48000 ADMIN SERVICE AGREEMENT ST SIMEON'S EPISCOPAL HOME INC P 281542 PAYROLL EXPENSES