Foundation for Senior Citizens, Inc.

Transcription

1 Foundation for Senior Citizens, Inc. nprofit Profile Contact Information nprofit Address Foundation for Senior Citizens, Inc Stacy Ct Oklahoma City, OK Oklahoma County Phone (405) Fax Website Contact Name Diane Blaney Contact Alternate Phone At a Glance Organization's type of tax exempt status Organization Does Business As (DBA) Former Names Public Supported Charity Superbia Retirement Village ne Year Founded

2 IRS Ruling Year 1964 Registered with the Secretary of State? State Registration Expiration Jan 2013 Other ways to donate support, or volunteer Donations may be made by mailing a check or by contacting the office at for in-kind or volunteer opportunities. Statements Mission A non-profit organization providing an affordable, "resident-centered" community for senior adults and persons with disabilities. Background The Foundation for Senior Citizens operates the Superbia Retirement Village that provides affordable housing for senior citizens. It was the first retirement center to open in Oklahoma City. The Foundation for Senior Citizens and Superbia Retirement Village are not affiliated with any social or religious organization. Area Served Area Served Geographic Area Served Oklahoma - Statewide t limited to the state of Oklahoma. Service Categories Primary Organizational Category Secondary Organizational Category Tertiary Organizational Category Housing, Shelter/Low-Income & Subsidized Rental Housing Housing, Shelter/Senior Citizens' Housing, Retirement Communities Housing, Shelter Independent Housing for People With Disabilities Programs Superbia Retirement Village Description Nestled in beautiful northwest Oklahoma City with a variety of affordable options, Superbia Retirement Village offers a range of choices for seniors' retirement dreams. A nonprofit residential community, Superbia is "resident centered," specializing in meeting the needs of individuals while maintaining their independent lifestyle. It's the privacy and freedom of home combined with the convenience and security of a safe and maintenance-free environment.owned and operated by The Foundation for Senior Citizens, Inc. Superbia takes great pride in providing quality living at reasonable rates. Offering alternative living for senior adults, Superbia additionally offers a wide variety of social, cultural, and recreational programs. Bingo, exercise groups, hobbies, church services and shopping excursions - these are just a few of the many activities our residents enjoy. 2

3 Category Housing, General/Other Affordable Housing Strategy Population Served Aging, Elderly, Senior Citizens At-Risk Populations Poor,Economically Disadvantaged,Indigent Program Short-term Success Program Long-term Success "I can truly state that I have thoroughly enjoyed my living here at the Superbia Retirement Village. I came here in May, I feel secure and happy. The staff members are superb. They can be trusted and are kindly, helpful, intelligent, and interestingly flexible yet stable persons. It seems most residents have been professionally careered people. They, too, are helpful, communicative, and loving people. Being 88 years of age, I am so very grateful to be here at Superbia Retirement Village."Angeline L. Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member Staff & Management CEO/Executive Director Diane Blaney Start Date Apr superbia@sbcglobal.net Staff Information Number of Full-time Staff 7 Number of Part-time Staff 3 Number of Contract Staff 1 Number of Volunteers 1 Staff Retention Rate 100 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity Caucasian 9 Hispanic/Latino 1 Staff Demographics - Gender 3

4 Male 4 Female 6 Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Management Succession Plan Organization Policies and Procedures Policies ndiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy Affiliations Affiliation National Affordable Housing Management Association National Association of Service Coordinators - Certification Year Risk Management Provisions Accident and Injury Coverage Boiler and Machinery Business Income Commercial General Insurance Commercial General Liability Employee Dishonesty General Property Coverage Life Insurance Medical Health Insurance Umbrella or Excess Insurance Workers Compensation and Employers' Liability Automobile Insurance Directors and Officers Policy Government Licenses 4

5 Is your organization licensed by the government (federal, state and/or local)? Comments on Staff & Management Foundation Staff Comments Governance Board Chair John Dewar Company Affiliation Oklahoma Health Care Authority Term Jan 2013 to Apr Board of Directors List Current as of Mar 03, 2016 Name Affiliation Status Charles Davidson John Dewar Richard Glasser James Hampton Pat Hazelwood Travis Henderson Bill Strange Frank Stuart Betty Temple Ellen Jane Wheeler John Womack Board Demographics - Ethnicity Caucasian 13 Other 0 0 Board Demographics - Gender Male 9 Female 3 Governance Information Board Term Lengths Board Term Limits 3 years 0 terms Number of Full Board Meetings Annually 4 Board Meeting Attendance % 75 % 5

6 Percentage of Board Making Monetary Contributions to the Organization Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 75 % 0 % Financials Current Fiscal Year Jan 01, 2016-Dec 31,2016 Current Year Budgeted Total Income $1,176,676 Current Year Budgeted Total Expenses $984,302 Prior Three Years' Financial History Income and Expenses Total Revenue $1,144,590 $1,085,507 $1,084,402 Total Expenses $1,029,571 $1,018,743 $1,053,780 Revenue Less Expenses $115,019 $66,764 $30,622 Income Sources Contributions Foundation and Corporation Contributions Government Contributions $55,097 $56,839 $51,450 Federal State Local Unspecified $55,097 $56,839 $51,450 Individual Contributions $9,125 $7,558 $8,061 Indirect Public Support Earned Revenue $1,079,127 $1,019,428 $1,023,237 Investment Income, Net of Losses $1,241 $1,682 $1,654 Unrealized Gain/Loss Membership Dues Special Events Revenue In-Kind Other Expense Allocation 6

7 Program Expense $844,353 $846,471 $851,627 Administration Expense $185,218 $172,272 $202,153 Fundraising Expense Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 82% 83% 81% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Total Assets $1,380,586 $1,343,784 $1,484,248 Current Assets $28,842 $19,019 $23,964 Long-Term Liabilities $2,615,940 $2,743,079 $2,927,906 Current Liabilities $199,307 $150,385 $172,786 Total Net Assets ($1,434,661) ($1,549,680) ($1,616,444) Short-term Solvency Current Ratio: Current Assets/Current Liabilities Long-term Solvency Long-Term Liabilities/Total Assets 189% 204% 197% Top Funding Sources Top Funding Source & Dollar Amount Earned Revenue $1,079,127 Earned Revenue $1,019,428 Earned Revenue $1,023,237 Second Highest Funding Source & Dollar Govt - Unspecified Govt - Unspecified Govt - Unspecified Amount $55,097 $56,839 $51,450 Third Highest Funding Source & Dollar Amount Individuals $9,125 Individuals $7,558 Individuals $8,061 Endowment and Other Financial Information Endowment? Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % Capital Campaign Currently in a Capital Campaign? Capital Campaign Anticipated in Next 5 Years? 7

8 Comments on Financials Foundation Staff Comments All prior year financial information is from audited financial statements. Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year. Created Copyright 2018 Oklahoma City Community Foundation 8