Saint Simeon's Foundation 2023 Impact Report

Page 1

Impact Report 2023

Table Of Contents

Executive Director’s Report

President’s Report

Vision and Mission

Resident Spotlight

Special Recognition

Kris’s Caring Champions

Western Days: Yellowstone

Our Generous Supporters

Western Days 2024

Financial Statements

Executive Director’s Report

One of the greatest soccer players of all time, Pelé, once said, “Success is no accident It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do ”

In 2023, the success the Saint Simeon’s Foundation experienced was largely due to the incredible past and present staff who show up daily to care for the Residents of Saint Simeon’s. Following what some called a banner year in 2022 for the Foundation, we set our 2023 goals and aspirations even higher

Our success was no accident From our dedicated Board of Trustees to our volunteers and the entire foundation staff, we worked extremely hard to ensure we continued to raise the necessary funds to support the Home for the next 64 years

Led by our incredible event chairs, James and Nancy Hicks, Western Days 2023: Yellowstone raised a whopping $983,000. I want to acknowledge their incredible team of volunteers: Sharon Bell and Greg Gray - Patron Chairs; Doug and Elizabeth Crews - Auction Chairs; and their advisors, Beth Brown, Hilary Clark, Melissa Stallcup, Jane Faulkenberry, and Amy Dodson Through their dedicated efforts, we established the Saint Simeon’s Forever: Capital Endowment a permanent endowment to provide annual capital support to the Home

We set our aspirations even higher as we turn the page to a new year Saint Simeon’s is on the cusp of a transformational strategic plan that will again lead senior care in Tulsa for another 64 years We are excited about our impact on our community and look forward to partnering with you, our donors, to achieve even greater heights

Lastly, I’d like to thank George Dotson and Ross Swimmer for their support and leadership. George and Ross recently decided to f the term in December 2023 Their presence will be missed, but I re advocates and supporters of our mission and are only a phone call a

“Alone we can do so little, together we can do so much.”

President’s Report

As we stand at the precipice of a new era, I am full of gratitude and hope Gratitude for the pivotal role you, our donors, have played in the journey we've undertaken thus far and hope for the exciting growth and opportunities that lie ahead

In actively engaging with our shared mission, we have been pursuing a path of advancement that goes beyond mere collaboration Together, the Home and the Foundation have each become an integral part of the tapestry that is Saint Simeon's, seamlessly weaving our efforts and energies to build upon our rich history of providing loving and exceptional care to Tulsa’s seniors and their families

The achievements we celebrate are a testament to your collective dedication and unwavering commitment We couldn't have reached this point without your invaluable contributions Your passion, expertise, and tireless efforts have been instrumental in propelling us forward

As we embrace this new era, we recognize that we couldn't move forward into the future without you Your role in this journey is indispensable, exemplified in the incredible success of Western Days 2023 We are not merely moving into the future; we are forging ahead with a profound sense of appreciation for the past and anticipation for what lies ahead

Together, we are laying the foundation for a future marked by continued excellence, innovation, and the delivery of unparalleled care to those we serve

I extend my heartfelt thanks for y heir families, and our staff Let us move into this new ch confident that our years to come

Mission and Values Foundation

To be the preferred home for men and women of all faiths who wish to live their later years in an environment with dignity, individuality, and the highest attainable level of independence.

To enhance through philanthropy and stewardship the physical, social, and spiritual well-being of the Residents of Saint Simeon’s and their families

Mission Values Home
Humility
Integrity
Patience Dedication
Respect
Accountability Compassion

Judy Start

JudyStarthasbeenanAssistedLiving Residentsince2019.Someofherfavorite thingsatSaintSimeon’sareherroutinewalks aroundcampusandvolunteeringinthePeggy V.HelmrichLibrary.Judyisalwaysaround andoffersawarm,caringsmile.Shebelievesin SaintSimeon’s,whichisevidentbyherlongtimephilanthropicsupportof theSaint Simeon’sFoundation. WerecentlyaskedafellowResidentabout Judy. “ImetJudywhenshewasherewith hermother.Now,sheliveshereandisinvolved ineverythingfromweeklybingotosewing.She isatruefriendandawelcomingsmiletoall whomeether!”

Judyalwaystakesnewresidentsunderher wing. Shespendstimewiththemand makessuretheyunderstandhowtheresident councilworks.Sheisabighelptothestaff andnurses

AngelMartin,ADONAssistedLiving

MarieMillar,SaintSimeon’sResident

Phyllis and George Dotson

Since the mid-1980s, any time you would mention Saint Simeon’s, you would also mention Phyllis and George Dotson This dynamic, incredibly giving couple recently decided to retire from their leadership positions at the Foundation at the end of their Board terms. George will continue to serve as a Trustee for the Home.

For 38 years, Phyllis and George served the Saint Simeon’s family through their time, talent, and treasure, ensuring all who came through our doors received the incomparable hospitality and exceptional care their family received here

They were an integral part of creating a culture of philanthropy centered around the Residents and their Families at Saint Simeon’s. They are visionaries, fundraisers, leaders, volunteers, and most importantly family.

Thank you for the incredible impact you have had on our community.

Thank you.

KRIS’S KRIS’S CARING CARING CHAMPIONS CHAMPIONS

In2010,JerryandKrisNicholsmadeagenerousgifttoendowa permanentfundatSaintSimeon’stoencourageandrecognizethe outstandingResident-centeredcareandservicebySaintSimeon’s employees.TheKrisandJerryNicholsEndowmentforEmployee Recognitionhasbeenimpactingourcommunityfor13years!

Herearesomeoftherecipientsandthesubmissionswereceivedon theirbehalfthatdisplaytheattributesdeservingofKris’sCaring Championawards.

MARIA BASS

CNA, Memory Center

During a recent Care Plan Meeting, a resident’s family members expressed how pleased they are with the care environment and staff in the home, but they specifically wanted to recognize Maria.

"Maria provides individualized care, not only to our mother, but to everyone in the home. Our Mother doesn’t usually like to come out, but Maria has a way of getting her to, and she has really enjoyed it. It truly feels like a 'homelike' setting."

JUAN FERRARA

Life Enrichment, Transportation

“Watching Juan take great care of transporting patients is amazing. You can tell he really loves what he does.”

JESSICA PUCKETT

Life Enrichment

“Jessica came down to do a manicure with my mom and made sure her nails were just the way she wanted. She took the time and really made her smile.”

SEANNA MILLER

Admissions Liaison

Seanna greets everyone with a smile and a helpful attitude She is always a team player and I appreciate her hard work getting residents in to receive the care they need! We are lucky to have her on our team!

ED WILLIAMS

Facility Services Supervisor

Ed is very dedicated to serve in whatever way is necessary. He is always here and does his job with a smile. He is a great member of the Saint Simeon’s team!

DEVAN DREW

LPN, Case Manager/Auditor

Devan takes her time and listens to what is needed. She isn’t afraid to work on the floor and show the staff true teamwork.

JENNIFER MILLER

Payroll Coordinator

Jennifer helps with a very difficult process. She is very aware of how her role affects others and is always looking out for problems that may arise. She works hard to serve not only the employees, but Saint Simeon’s as a whole.

ALTAMAE SWIFT

CNA, Medical Resort

Altamae is a very hard worker. She answered any light that was on and she helped me with the total lift without me asking. She already had the supplies set out for each person when putting them to bed. She knows each resident very well and she was able to help with charting. I had a lot of questions, and she was able to answer them without hesitation. She is a team player. Overall, she has been one of the hardest working CNAs that I have seen since I’ve been working here.

Residents in Action

2023

Western Days

Thank you to our

Bison - Presenting Sponsor

The Atkins Family

In memory of Donald B. Atkins

Deisenroth Family Foundation

Ruthie and Steve Duenner

In honor of Joe McGraw for all he has done for Tulsa

The Helmerich Trust

Elk Sponsorship

Phyllis and Steve Anderson

DeKraai Family Fund

Phyllis and George Dotson

The Episcopal Diocese of Oklahoma

Mary Ann Hille

Mary and Rob Martinovich

In memory of Kathleen S. Martinovich

Ralph and Frances McGill Foundation

Ross Swimmer

Grizzly Bear Sponsorship

John W. and Jerry E. Marshall Foundation

Jerry E. Marshall

Moose Sponsorship

Bank of Oklahoma

William L. Berry

In memory of Pam H. Berry

The Mervin Bovaird Foundation

Brown & Brown, Inc.

Hilary Clark

In memory of Tom Clark

Don Carlton Honda

Julia Warnock and James Geurin

In honor of Nancy and Jim Hicks

Sharon Bell and Greg Gray

Helmerich & Payne, Inc.

Nancy and Jim Hicks

In memory of Clarence Bronaugh

In memory of Nancy Gullatt

Howard Energy Partners

Kellye and Todd Johnson

Lou and Connie Miller Charitable Foundation

ONEOK

The Oxley Foundation

Cindy and Bob Peterson

Trust Company of Oklahoma

Charles and Marion Weber Foundation

Anne and Henry Zarrow Foundation

Maxine and Jack Zarrow Family Foundation

Cougar Sponsorship

Carrie and Chuck Ammann

Anchor Stone Company

In honor of Bill Berry

Grace Randolph and Robert Baker, III

he Bama Companies

Lucy and John Barker

Renee and Steve Bauer

Beth and Scott Brown

In memory of Fannie Brown

Elizabeth and Doug Crews

Doerner, Saunders, Daniel & Anderson,

LLP

Donna and Will Farrior

In memory of J. Thomas Mason

Jane and Lowell Faulkenberry

Grizzly Land Services

Hall Estill

Kelly and Tony Jezek

Langdon Publishing

Casie and Hal Lewis

In memory of Chris Traband

Debbie and Dean Luthey

Millie Millspaugh

Marilyn Morris

In memory of Joseph W. Morris

Morrison Community Living

Oklahoma Fidelity Bank

Osage Casino & Hotel

Prosperity Bank

Saint Francis Hospice

Peggy and Tom Schroedter

Julia and John Stallcup

Melissa and Mac Stallcup

In memory of O.M. “DadDad” Stallcup

The Williams Companies

Black Bear Sponsorship

Donald Austin

Boomer Solutions

Christ Church Episcopal

Tony Crouch

The Rev. Dr. W. Lee Domenick

First Call Medical

Karen and Richard Garren

Ashley and John Griffin

Lea and Hans Helmerich

Kathleen Kriegel

In memory of Buddy Baker

George Krumme

Leslie and Steve Lake

Robert B. Lyon, Jr.

Paige Martin and Paul Clear

In memory of D.J. Malone

In memory of Steve Lobaugh

Elizabeth Hocker and Robert Melgaard

In honor of Phyllis and George Dotson

Ann Radford

St. Patrick's Episcopal Church

The Schmigle Family

Alex J. Smith

In memory of Sue Ann Smith

Deb and Stuart Spencer

Barbara and John Turner

In honor of Hilary Clark

Dianne and Ron Turner

VentureFilm Studios

Anhna Vuong

Susan and Bill Walker

Emily and Jason Yang

In memory of O.M. “DadDad”

Stallcup

Becky and David York

Gray Wolf Sponsorship

Heather and Frank Bell

Leslie Brier and Philip Maltby

Becky and Stephen Brown

Lindsay and Ron Fick

Toni Garner

Shannon and Eric Grimshaw

Beth and Mike Gullatt

Kimberly and Earl Johnson

Caron and Shawn Lawhorn

In memory of Barbara and Woody

Allen

Beth Latham

In memory of Ben Latham

Judy Lawson

Catherine and Paul McDowell

Nancy McGuire

In memory of Robert McGuire

Gene Melton

Joyce Miller

NewLawn and Landscape, Inc.

Beth Rainey

In honor of Hilary Clark

Betty and Tom Rains

Betty Seay

In memory of Bill Seay

Donna Swank

Robert Traband

Ann and Mickey Wilson

2023 Western Days Sponsors & donors

Red Fox Sponsorship

Kenneth Brune

John Cleator, Sr.

In honor of Hilary Clark

William Connole

Harry Dandelles

Beverly and Bruce Dieterlen

In honor of Sue Phelps

Kristin and Eric Hansen

Sheila Howell

J.R. McGraw

Nanci and Brad Williams

Special Contributors

Anonymous

In memory of Lois Gatchell

M. Steven Calaway

In memory of Frances Calaway

Carey Cole

Jennifer Cook

Denise Cottrill

Joanne Detamore

Emilee Fisher

Chris Green

Elizabeth Green

Lisa Gray

Kelli James

Alyson Langholz

John R. Lukeman

In memory of O.M. “Mac” Stallcup

Chris Lyon

Paula Marshall

Shirley Miley

Calvin Moniz

Demauri Myers

Dana Peace

Kathy Powers

Reliant Rehabilitation

Steve Ring

Joan Robson

Saint Simeon’s Employee Western Days

Helen Santee

Becky and Fr. Shelby Scott

Barbara Swiggart

Diane and Kent Van Valkenburgh

Live Auction Donors

Cox Business Center, SMG, and SAVOR

Amy and Mike Dodson

Donna and Robert Merrifield

In honor of Phyllis and George Dotson

John Powers

Phil Powers

Ann Radford

Melissa and Mac Stallcup

Ross Swimmer

Silent Auction Donors

Albert G’s Barbecue

Ambassador Hotel

Drew Archer

Beth and Scott Brown

Cedar Ridge Country Club

The Chalkboard Kitchen + Bar

Chapman Foundations Management, LLC

Hilary Clark

Elizabeth and Doug Crews

Diamond Cellar

Angela and Tyler Davis

Donna and Will Farrior

Flintco

Tonja Frazier Ring

The Gadget Company

Chuck Gawey

Danielle Gray

Sharon Bell and Greg Gray

John Gray

Hard Rock Casino

Heavenly Halo Horse Ranch

Ryan Henry

Nancy and Jim Hicks

Kekoa Outdoors

Jim Langdon/Langdon Publishing Company

MeadowBrook Country Club

Merritt’s Bakery

Matthew Morton

Oaks Country Club

Oktoberfest

OSU Foundation

Dian Peacock and Craig Jenkins

Jill Pinkerton

The Pioneer Woman Mercantile

Ribbons

Rustic Cuff

Pam Schloeder

Spring Valley Anglers

Melissa and Mac Stallcup

Lynn and Deb Starnes

Toni’s Flowers & Gifts

Tulsa Country Club

Albert “Thundercloud” Valades

Vincent Anthony Jewelers

Lauren Wright, LE Art Studio

Emily and Jason Yang

THURSDAY, SEPTEMBER 12, 2024

THURSDAY, SEPTEMBER 12, 2024

Thank You

The following contributed to the associated fund at Saint Simeon's Foundation between January 1, 2023, and December 31, 2023.

AnnualFund

7737Center,LLC

DavidandAndreaAlbright inmemoryofInezAlbright

LilaandRoeAllen

inhonorofEllenEdmondson

Anonymous

RobertBarbre

DorothyJ Bell

BillBerry

BarbaraBilderback

PatsyandThomasBrown

MStevenCalaway

D'AnnandDennisChaffin

DianneChalmersWiley

TomChitwood

inmemoryofRobertH.andBarbara Chitwood

HilaryClark

inmemoryofTomG.Clark

JoeCreider

inmemoryofWilliamandElsie Creider

TonyCrouch

AngelaandTylerDavis

GayleandFrankEby

ElainaEvans

inmemoryofEarleneEvans

JaneandLowellFaulkenberry

PatFlesher

CeciliaFloyd

DorothyFlynn

inhonorofEverolFlynn

DougGatchell

LaurenandMichaelGilbert

MarianGreenwood

inmemoryofKenGreenwood

CarolW.Greer

inmemoryofH.JimWilson

MaryandMichaelHaddican

JanetHaggerty

inmemoryofVirginiaHaggerty

SanazandNickHahn

NancyandHankHarbaugh

KayHerring

NancyandJimHicks

JeanneHill

inhonorofJoeWalker

MaryAnnHille

JohnJones

SharonandAllenKelso

GeorgeW.Krumme

RobLyon,Jr.

RobMatlock inmemoryofRuthL.Matlock

DonnaandKevinMcDonald

MaryMcGraw

LouandConnieMillerCharitableFoundation

CalvinMoniz

MarilynMorris inmemoryofJosephW Morris

DonaF Morris inmemoryofJoeMorris

JudyNichols inmemoryofJackLong

JimNorton inmemoryofRondaNorton inmemoryof J.ThomasMason

ONEOKFoundation,Inc.

DeaneandHerbOven

NancyPfeifer inmemoryofJohnandNancyZachritz

RamseyIndustries inmemoryofRosaE.Garcia

SarahRandolph

SharnaReingold

JeanAnnandRichardSlagle

StanSmith inmemoryofJuanitaGibson inhonoroftheMemoryCenterStaff inhonoroftheHealthCareCenterStaff

DebandStuartSpencer

SusanandJackSteinmeyer

BarbaraSwiggart

RossO Swimmer

LewisTaggart inmemoryofShirleyandLewTaggart

HunterThiessen

RhondaandRobTraband inhonorofCasieLewis

TheWilliamsCompaniesFoundation,Inc.

DavidandBeckyYork

EmployeeChristmasFund

TheDonaldB.andEllenC.AtkinsFoundation

JanetAllen

inhonorofMarieMillar inmemoryofRuthStaudt

CarrieandChuckAmmann

PhyllisandSteveAnderson

Anonymous

DoreneApplegate

SamAvant inmemoryofSaraJaneAvant

JolanaBallard

LucyandJohnBarker

FROM THE BEGINNING , WE HAVE RELIED ON YOU , OUR DONORS , TO HELP BUILD SOMETHING SPECIAL.

EmployeeChristmasFund,cont.

LindaandGeorgeBarton

BillBerry

JanaBingman

inmemoryofEvelynWegener

StephenBowline

BrookeBridges

BethandScottBrown

HelenandStephenBryce

inmemoryofElizabethGowans

PattiandJohnCarroll

VickyCasey

D'AnnandDennisChaffin

AngieandKyChaffin

HilaryClark

inmemoryofTomG.Clark

DebbieandPriceCleaver

inhonorofZerleneCleaver

MichelleandKirkCollier

StephenCollinson

WilliamCowan

inmemoryofConnieCowan

JoeCreider

inmemoryofWilliamandElsieCreider

ElizabethandDougCrews

JoeCummins

KathyandKenDaily

inmemoryofJamesandJoanKelley

SarahDarby

AngelaandTylerDavis

CharlieDempster

inmemoryofJimandMaxineDempster

PhyllisandGeorgeDotson

RuthieandSteveDuenner

LeslieFairchilds

JaneandLowellFaulkenberry

CarmenFields

inmemoryofBernice(Copeland)Fields

TheForbesFamily

MarilynFosterandSueMayhue

MaryFoster

inhonorofDr DouglasFoster

SamiFramjee

ChrisandDavidGilliland

inmemoryofPamBerry

JanaandDaveGoots

inhonorofLisaGray

LisaandKentonGray inhonoroftheMedicalResortStaff

ElizabethGreen

EricGrimshaw

EdwardHagen

JanetHaggerty inmemoryofVirginiaHaggerty

GordonHampton

NancyandJimHardebeck inmemoryofMarjorieDew

JuliaHarris

KayHerring

CathyandLayneHerring

MaryAnnHille

AnnandTimHoit

inhonorofKennethHoit

DanHoleman

inhonorofMaeMcClure

MarloandFatherBillHolly

SharonandAllenKelso

DeanKohlwey inmemoryofMarthaKohlwey

KathrynLaughlin

JudyLawson

KristinandFatherEverettLees

CasieandHalLewis

inmemoryofChrisTraband

JackLooper

inmemoryofJohnC.Looper

DebbieandDeanLuthey

RobLyon,Jr.

ChrisLyon inmemoryofBobandPatsyLyon

AllisonBeachandTomMarrinson

PaigeMartinandPaulClear inmemoryofD.J.Malone

RobMatlock inmemoryofRuthLogueMatlock CatherineandPaulMcDowell inmemoryofWilliamandMarjory Casement

KelliMcGuire inmemoryofDorothyEllaElliott inhonorofLeonardJ.Elliott

KelliMcKinney

MemorialTradeCenter,LLC inmemoryofPaulMcGraw

MarieMillar inmemoryofMarjorieDew inmemoryofJackLong inmemoryofKayHerring

MarilynMorris

JimNorton inmemoryofRondaNorton inmemoryofJ.ThomasMason

TheNullFamily inhonorofPeggyNull

SusanandStevePatruska inmemoryofJoanPatruska

JamesPlucknett

BetsyandGeoffreyPost inhonorofKatieandMikeMay

JoannePowell

KendallPurgason

AnnRadford

Dr RajagopalRaghavan inmemoryofJayanthiRaj

SharnaReingold

MarkRileyandCandiceKasai inmemoryofVirginiaRiley

EvelynRoberts

Mr.JoeSager

SusanandPeterSaunders inmemoryofEthelC.Saunders

Sayexco,LLC

RennySchackmann

JenelleSchatz inmemoryofTonySchatz

THANK YOU FOR YOUR GENEROSITY AND COMMITMENT TO SAINT SIMEONS

EmployeeChristmasFund,cont.

TheSchmigleFamily

inhonorofLynSchmigle

LisaandTomSchooley

KaySchumacher

TheSlagleFamily

inhonorofBarbaraDeese

VirginiaSmith

StanSmith

inmemoryofJuanitaGibson

inhonoroftheMemoryCenterStaff

inhonorofheHealthCareCenterStaff

SherriSnow

MelissaandMacStallcup

inhonorofallSaintSimeon'sStaff

JoyStanley

JudyStart

LisaSullivan

BarbaraSwiggart

inmemoryofHurstSwiggart

LewisTaggart

inmemoryofLewandShirleyTaggart

JeanTate

inhonorofMillieMillspaugh

Mr andMrs LemuelTaylor

JanetK Thompson

MarthaandKalvinTillman

inmemoryofLoisGatchell

BobTraband

inmemoryofChrisTraband

AnhnaVuong

inhonorofPhyllisDotson

TracyandRichardWilkerson

inhonorofofJorjaJacobs

SueandJimWilliams

inmemoryofHermanandFayeWinkle

TheWilliamsCompaniesFoundation,Inc.

BeckyandDavidYork

Memorial/HonorFund

LisaandKentonGray

inmemoryofJackLong

KayHerring

inmemoryofMarjorieDew

DonaF.Morris

inhonorofBishopWilliamCox

WilmaSchairer

inmemoryofMarjorieSchairerDew

RebeccaWall

inmemoryofMarjorieAnnDew

PeggyV.HelmerichLibraryFund

LoisDoddsandFamily inmemoryofMaryannBeeneSharbrough

PhyllisandGeorgeDotson

inhonorofPeggyHelmerich's95thbirthday

MarieMillar

TheBishopEdResidentBenevolentFund

Anonymous

GeorgeKaiserFamilyFoundation

AnneandHenryZarrowFoundation

Restricted

TheGelvinFoundation

HardestyFamilyFoundation,Inc

JoeSager

LisaandTomSchooley inhonorofMelissaandMacStallcup inhonorofBethandScottBrown

Unrestricted

AstraZenecaPharmaceuticalsLP

AngieandKyChaffin

JamesA.andLetaM.ChapmanEndowment Trust

ChapelandCommonRoomFund

Anonymous

JonathanandJoyceBeene

TheDews,TheHardebecks,andtheRuperts inmemoryofMarjorieDew

JudyHudson

Gift-in-Kind

AngelaandTylerDavis

DevonEnergyPartners

SueandJohnGoff

MarloandFatherBillHolly

PamandMarkSaylor

VincentAnthonyJewelers

CapitalEndowmentCampaign

MarciaandRobAllen

PhyllisandSteveAnderson

WillandStaceyBerry

BillBerry

inmemoryofPamH Berry

LeslieBrierandPhilMaltby

ElizabethBrown

JanandSteveCare

TamaandMikeClark

HilaryClark

AngelaandTylerDavis

DeisenrothFamilyFoundation

ArloDeKraai

KristyandJohnHamilton

MarloandFatherBillHolly

AlexIseman

MaddieandTimJennings

LeifandAustin Knippers

BeverlyMarquardt

MarthaMattes

MelissaandRobertSartin

BeckyandFatherShelbyScott

DianneandER Smith

EllenStallcup

MelissaandMacStallcup

RossO.Swimmer

DeborahandDavisTaggart

MelissaTolin

WillVaughn

CindaandPhilipViles

EmilyWhitehead

YOU ARE MAKING A DIFFERENCE IN THE LIVES OF THE RESIDENTS , FAMILIES , AND STAFF

SocietyofSaintSimeon's

JamesE.Allison*

CarrieandChuckAmmann

Anonymous

Mr.JohnS.AthensTrust*

MaryWitcherAthensTrust*

GregoryL.Baber

SusanBaber*

EstateofGeraldineL Bailey

MarjorieH Baird*

RitaE Bell*

MargeryF Bird*

LufranaP Bost*

CharlesBowditch*

DociaS BowditchTrust*

Mr andMrs G R Brainard,Jr*

EstateofRuthBrann

EstateofRuthS Brehm

KathrynL BurkeTrust*

MaryA CalvertTrust

Mr.andMrs.KennethN.Campbell

JamesA.andLetaM.Chapman

EndowmentTrust

TheRt.Rev.WilliamJ.Cox

ByronDeSelms*

EstateofIreneDickens*

MarthaandCortlandtS.Dietler*

EstateofS M Doerner

PhyllisandGeorgeDotson

EdwardH Eckel*

ElizabethEckel*

LindsayandRonFick

RuthFishburn*

JoanF Flint*

PatriciaM Flint*

AnnaBelleFlynn*

EstateofElizabethL Fox

EstateofNitaFreark

EstateofDorisE Garneau

RubyI.Garratt*

Mr.andMrs.RichardT.Garren

KarenandRickGarren

MaryC.GillilandTrust

Ms.MarthaGrantTrust

EstateofAdaE.Harp

Mr.andMrs.JamesD.Harvey*

JamesM Hewgley,Jr*

LuraP Hill*

TheresaandBillHirsch

GloriaH Hollis*

EstateofE M Hunt

KellyandTonyJezek

EstateofAudieB Jones

BetteL Jones*

EstateofD Kirk

NellLamm*

CaronandShawnLawhorn

EstateofT S Loffland

MargabelLund*

RobertB Lyon,Jr

LornaandSteveMason

GladysF.McCraryTrust

VivianMcNamee*

AnnaT.Messimer*

MillieMillspaugh

RobertC.Millspaugh,Jr.*

EstateofPaulineS.Mosier

EstateofHildeS.Niles

JohnR.Norris*

FrancesW.O'HornettEstate*

EstateofKathleenC.Parriott

MaryS.Pearce*

EstateofElinorG.Philips

TheRev CanonJohnC Powers*

NancyB Seay*

EvelynSharp*

E P SheltonEstate

FleurD SigmonTrust

EstateofClementineSittel

EdwardC SloanTrust*

WilliamS Smith*

EstateofEdnaStanley

JohnSullivan*

MargaretSwimmer*

RossSwimmer

JeanN.Tate

EstateofCatherineM.Thack

MaeE.VaidenEstate*

Charles&MarionWeber

Foundation

ArthurWhitt*

VirginiaZimmerman*

*deceased

The people on this page are members of the Society of Saint Simeon's, a group of forward-thinkers who have partnered with Saint Simeon's to plan for its future.

The Society of Saint Simeon's honors

Residents, friends, family, and donors who make a commitment to Saint Simeon's by will, revocable living trust, life insurance, lifeincome gift, retirement account designation, or other deferred gift arrangements.

For more information on planned giving, please visit saintsimeons.planned.gifts

2023 FUNDRAISING SNAPSHOT

Donors gave 363

513 gifts to support Saint Simeon’s totaling $1.58M

committed in 2023

Unrestricted 56.6% BishopEdResidentBenevolence 23% CapitalEndowment 15.3% EmployeeAppreciation 4.6%

The average length of a Resident ‘s stay based on level of care

HealthCareCenter 29.3% MemoryCenter 279% MedicalResort 27.7% AssistedLiving 15.2% 443 443 Residents Residents Served in Served in 2023 2023
SHORT-TERM CARE AVERAGE CARE AVERAGE LENGTH OF STAY LENGTH OF STAY
LONG-TERM
NURSING
NURSING
AVERAGE
AVERAGE LENGTH OF
OF
LONG-TERM
ASSISTED LIVING ASSISTED LIVING AVERAGE AVERAGE LENGTH OF STAY LENGTH OF STAY
IMPACT SNAPSHOT
SHORT-TERM
LONG-TERM CARE
CARE
CARE
CARE
LENGTH
STAY
STAY LONG-TERM CARE
CARE
1 YEAR 2 MONTHS 3 YEARS 29 DAYS
Program Services 812,945 Management and General 153,124 Fundraising 488,735 Total Expenses $1,454,804
of Activities
for January
December 31,
Expenses Unrestricted 892,747 Temporarily Restricted 450,451 Permanently Restricted 64,575 Endowment Release 115,356 Interest, Dividends, net realized and unrealized gains 453,218 Total Revenue $1,976,348
Statement
Financials
1, 2023 -
2023
Revenue

Statement of Financial Position

Current Liabilities Accounts Payable 6,950 Accrued Liabilities 2,250 Total Current Liabilities 9,200 Net Assets Unrestricted 889,879 Temporarily Restricted 764,554 Permanently Restricted 2,481,813 Total Net Assets 4,136,245 Total Liabilities and Net Assets $4,145,445
Liabilities and Net Assets

BoardofTrustees

SaintSimeon'sFoundation

TheRt.Rev.PoulsonReed,Chairman

JaneFaulkenberry,President

HilaryClark,Vice-President

BillBerry,Treasurer

DeanLuthey,Jr.,Secretary

BethBrown

CraigDeisenroth

MikeDodson

GeorgeDotson

WilliamFarrior

JimHicks

AnthonyJezek

WinkKopczynski,III

RobMartinovich

RobertMerrifield

MarilynMorris

DemauriMyers

AnnRadford

MelissaStallcup

RossSwimmer

AnhnaVuong

DavidYork

Emeriti

JohnBarker

FrankEby

SaintSimeon'sHome

TheRt.Rev.PoulsonReed,Chairman

StuartSpencer,ExecutiveChairman

KyChaffin,ExecutiveVice-Chairman

BlakeAtkins,Treasurer

StevenLake,Secretary

PriceAtkins

ScottBrown

TheReverendDavidBumsted

TheReverendDr.LeeDominick

GeorgeDotson

WillFarrior

Dr.JamesGeurin

GregGray

KathleenKriegel

JimLangdon

RobLyon,Jr.

LindaMartin

MarilynMorris

MatthewMorton

TomSchooley

TheReverendShelbyScott

MacStallcup

SusanWalker

EmilyYang

Emeriti

KennethCampbell

Mrs.HerbertOven

Mrs.PriscillaC.Tate

Weareheretohelpyou.

TylerDavis

ExecutiveDirector TylerDavis@saintsimeons.org (918)794-1918

LynnStarnes

AssistantDirectorAnnualGiving& SpecialEvents LStarnes@saintsimeons.org (918)794-1963

LisaGray

ExecutiveAssistant LGray@saintsimeons.org (918)794-1977

SaintSimeon'sFoundation

3701N.MartinLutherKingJr.Blvd.|Tulsa,OK74137|(918)794-1977

SaintSimeon's isamissionoftheEpiscopalDioceseofOklahoma.

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