Saint Simeons Episcopal Home Foundation
- Assets
- $5.3m
- Revenue
- $1.5m
- Investments
- $0.0
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 04/2002
- Data as of
- 12/2021
- EIN
- 73-1615760
Organization Overview
Saint Simeons Episcopal Home Foundation is located in Tulsa, OK. The organization was established in 2002. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Saint Simeons Episcopal Home Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Saint Simeons Episcopal Home Foundation generated $1.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.3% each year. All expenses for the organization totaled $2.7m during the year ending 12/2021. While expenses have increased by 13.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENHANCE THROUGH PHILANTHROPY AND STEWARDSHIP THE PHYSICAL, SOCIAL, AND SPIRITUAL WELL-BEING OF THE RESIDENTS OF SAINT SIMEON'S AND THEIR FAMILIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Calvin M Moniz ESQ Executive Di | Officer | 40 | $101,333 |
Robert W Merrifield President | OfficerTrustee | 4 | $0 |
Jane Faulkenberry Treasurer | OfficerTrustee | 2 | $0 |
The Rt Rev Poulson Reed Chariman | OfficerTrustee | 1 | $0 |
Marilyn Morris Secretary | OfficerTrustee | 1 | $0 |
Hillary Clark Trustee | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $651,174 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $564,950 |
| Noncash contributions included in lines 1a–1f | $4,200 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,216,124 |
| Total Program Service Revenue | $0 |
| Investment income | $71,711 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $313,287 |
| Net Income from Fundraising Events | -$76,709 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,524,413 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,348,301 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $101,333 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $44,830 |
| Pension plan accruals and contributions | $2,486 |
| Other employee benefits | $12,066 |
| Payroll taxes | $10,195 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $66,355 |
| Advertising and promotion | $43,306 |
| Office expenses | $6,975 |
| Information technology | $18,995 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $300 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,656 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $2,721,357 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $562,373 |
| Savings and temporary cash investments | $142,614 |
| Pledges and grants receivable | $46,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $40,608 |
| Net Land, buildings, and equipment | $2,837 |
| Investments—publicly traded securities | $4,555,279 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $5,349,711 |
| Accounts payable and accrued expenses | $37,989 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $5,580 |
| Total liabilities | $43,569 |
| Net assets without donor restrictions | $1,556,676 |
| Net assets with donor restrictions | $3,749,466 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,349,711 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Saint Simeons Episcopal Home Foundation has recieved totaling $184,775.
| Awarding Organization | Amount |
|---|---|
George Kaiser Family Foundation Tulsa, OK PURPOSE: COVID-19, General Operations | $95,000 |
Tulsa Community Foundation Tulsa, OK PURPOSE: GENERAL OPERATIONS | $31,250 |
George Kaiser Family Foundation Tulsa, OK PURPOSE: 2021 Western Days Sponsorship | $25,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $10,000 |
Tulsa Community Foundation Tulsa, OK PURPOSE: GENERAL OPERATIONS | $8,500 |
Anne And Henry Zarrow Foundation Tulsa, OK PURPOSE: RESIDENT'S BENEVOLENT FUND | $5,000 |
Endowment Analysis
| Beg. Balance | $2,642,230 |
| Earnings | $312,835 |
| Grants | $104,840 |
| Ending Balance | $2,850,225 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Stifel Charitable Inc St Louis, MO | $132,307,100 | $94,589,551 |
Amg Charitable Gift Foundation Greenwood Village, CO | $149,608,626 | $31,189,759 |
Amarillo Area Foundation Inc Amarillo, TX | $153,231,166 | $11,027,021 |
University Of North Texas Foundation Inc Denton, TX | $307,856,436 | $18,135,985 |
Soi Dog Houston, TX | $2,898,470 | $10,171,466 |
The Livestrong Foundation Austin, TX | $32,201,486 | $2,234,840 |
Peopleforbikes Foundation Boulder, CO | $3,836,789 | $4,747,548 |
Olathe Health System Inc Olathe, KS | $604,759,622 | $8,223,691 |
Adopt A Platoon San Benito, TX | $2,311,218 | $7,326,430 |
Coxhealth Foundation Springfield, MO | $33,244,463 | $11,374,415 |
Colorado Springs Health Foundation Colorado Springs, CO | $192,761,783 | $20,158,263 |
Bass Pro Shops & Cabelas Outdoor Fund Springfield, MO | $14,575,213 | $9,618,697 |