Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 6,880,479 | 12,885,508 | 10,297,565 | 7,728,243 | 6,954,577 | 44,746,372 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 6,880,479 | 12,885,508 | 10,297,565 | 7,728,243 | 6,954,577 | 44,746,372 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 5,553,993 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 39,192,379 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 6,880,479 | 12,885,508 | 10,297,565 | 7,728,243 | 6,954,577 | 44,746,372 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 36,571 | 27,420 | 33,095 | 26,949 | 23,334 | 147,369 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 39,711 | 39,711 | ||||
| 11 | Total support Add lines 7 through 10. | 44,933,452 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | OTHER INCOME 39,711 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF SUNBEAM FAMILY SERVICES, INC. IS TO PROVIDE PEOPLE OF ALL AGES WITH HELP, HOPE AND THE OPPORTUNITY TO SUCCEED. THIS IS ACHIEVED BY PROVIDING THE POOR AND WORKING POOR WITH QUALITY, AFFORDABLE SOCIAL SERVICES FREE OF CHARGE OR ON A SLIDING SCALE FEE BASIS WHICH RESULT IN IMPROVED INDIVIDUAL AND FAMILY FUNCTIONING. DURING THE REPORTING YEAR, SUNBEAM SERVED 8,400 CLIENTS. |
| FORM 990, PAGE 2, PART III, LINE 2 | SUNBEAM EXPANDED ITS EARLY CHILDHOOD DEVELOPMENT PROGRAMS AS A RESULT OF A 3 MILLION FEDERAL EARLY HEAD START CHILD CARE PARTNERSHIP GRANT. THIS MILESTONE ALLOWS US TO REACH 312 MORE CHILDREN AGES BIRTH TO THREE YEARS AT 12 AREA CHILDCARE FACILITIES AROUND THE METRO, IN ADDITION TO OKC EDUCARE, TONY REYES BILINGUAL CENTER AND EMERSON ALTERNATIVE HIGH SCHOOL EARLY HEAD START PROGRAMS. THE BIGGEST CHANGE FOR THE YEAR, UNDOUBTEDLY, WAS THE TRANSITION TO THE NEW BUILDING AT 1100 NW 14TH STREET WHICH WAS HUGE BENEFIT TO SUNBEAM CLIENTS AND STAFF. OUR NEW SPACE AFFORDS ALL OF OUR PROGRAMS TO OPERATE UNDER ONE ROOF AND GIVES OUR CLIENTS EASE OF ACCESSIBILITY AND PROXIMITY TO PUBLIC TRANSPORTATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | GOLD INCORPORATES RESEARCH AND BEST PRACTICES IN ITS MODEL AND INCLUDES ENGLISH AND SPANISH EDITIONS. SUNBEAM FAMILY SERVICES EARLY CHILDHOOD SERVICES' STAFF RECORD WEEKLY OBSERVATIONS ON EACH CHILD AND UPLOAD DOCUMENTATION TO SUPPORT EACH OBSERVATION. THESE OBSERVATIONS ARE CHECKED BY EACH MASTER TEACHER AND THE EDUCATION DIRECTOR REGULARLY AND MODIFICATIONS ARE MADE FOR INDIVIDUALIZED INSTRUCTION FOR EACH CHILD. OKC EDUCARE IS PART OF A NATIONAL RESEARCH PROJECT OF THE EDUCARE LEARNING NETWORK. INDEPENDENT EVALUATIONS OF CHILDREN ENROLLED AT OKC EDUCARE WHERE EARLY CHILDHOOD SERVICES ARE PROVIDED WERE PERFORMED BY ANSELM LEARNING, OUR LOCAL EVALUATION PARTNER. OKC EDUCARE TEACHERS ALSO GATHER DATA AT PROGRESS CHECKPOINTS QUARTERLY, WITH DATA ANALYSIS CONDUCTED BY CREATIVE CURRICULUM. ANALYSIS REVEALED THAT 100% OF THE CHILDREN IN ALL AGE GROUPS DEMONSTRATED GROWTH IN THE IDENTIFIED AREAS. FURTHERMORE, ALL OF THE ENROLLED CHILDREN AT OKC EDUCARE RECEIVE QUARTERLY MENTAL HEALTH ASSESSMENTS, EVALUATIONS, AND REFERRALS AS NEEDED FOR ADDITIONAL SERVICES. |
| FORM 990, PAGE 2, PART III, LINE 4B | SENIOR COMPANION VOLUNTEERS OVER THE AGE OF 55 PROVIDED 83,883 UNITS OF SUPPORTIVE SERVICES TO 447 CLIENTS SO THAT FRAIL ELDERLY SENIORS ISOLATED AND LIVING ALONE COULD BE CARED FOR BY A CAREGIVER, PROVIDED WITH THE SUPPORT NEEDED TO MAINTAIN SELF-SUFFICIENCY AND REMAIN IN THIER OWN HOME AS LONG AS SAFELY POSSIBLE TO AVOID NURSING HOME PLACEMENT. THE EMERGENCY SENIOR SHELTER PROVIDED SHORT-TERM, EMERGENCY SHELTER FOR OLDER ADULTS WHO ARE VICTIMS OF ABUSE, NEGLECT, SELF-NEGLECT OR EXPLOITATION. WHEN BEDS WERE AVAILABLE, THE SHELTER ALSO SERVED AS TRANSITIONAL HOUSING BETWEEN HOSPITAL AND HOME FOR MEDICALLY-FRAGILE INDIVIDUALS WHO OTHERWISE WOULD BE PLACED IN A CONVENTIONAL HOMELESS SHELTER. THE SHELTER PROVIDED SERVICES TO 93 RESIDENTS WITH AN 80% SUCCESSFUL PLACEMENT RATE. THE ADVANTAGE CASE MANAGEMENT - OKLAHOMA'S MEDICAID WAIVER PROGRAM PROVIDED COMPREHENSIVE CASE MANAGEMENT FOR 55 SENIORS WHO MEET INCOME ELIGIBILITY AND HAVE A CHRONIC HEALTH CONDITION, OR ARE DISABLED. ANOTHER GOAL OF THE PROGRAM IS TO PROVIDE HOME AND COMMUNITY-BASED SERVICES, SUCH AS IN-HOME CARE, SKILLED NURSING, PERSONAL CARE, AND HOME-DELIVERED MEALS IN ORDER FOR THE INDIVIDUAL TO SAFELY AND COMFORTABLY LIVE IN THEIR OWN HOME. THIS PROGRAM REDUCES NURSING HOME PLACEMENT AND REDUCES ANNUAL COSTS FROM 50,000 AVERAGE NURSING HOME EXPENSE TO AN AVERAGE OF 14,000. |
| FORM 990, PAGE 2, PART III, LINE 4C | OVERALL IMPROVEMENT IN FUNCTIONING AND QUALITY OF LIFE OF PEOPLE HAS BEEN IMPROVED THROUGH SUNBEAM'S COUNSELING PROGRAM. THE COUNSELING PROGRAM HAS BUILT A HIGHLY-QUALIFIED DEPARTMENT SPECIALIZING IN MULTIPLE AREAS OF NEED IN THE COMMUNITY. ANOTHER AREA OF FOCUS AND GROWTH IS THE EFFECTIVE UTILIZATION OF GRADUATE-LEVEL STUDENTS TO PROVIDING MEANINGFUL SERVICES TO CLIENTS. SUNBEAM ALSO PROVIDES AN EMBEDDED COUNSELOR AT EDGEMERE (OKCPS) AND GROUPS AT CESAR CHAVEZ. |
| FORM 990, PAGE 2, PART III, LINE 4D | OUR FOSTER CARE PROGRAM PROVIDED 9,211 DAYS OF CARE TO 73 CHILDREN IN FY15. SUNBEAM HAS SERVED 683 CHILDREN AND FAMILIES IN THE LAST THREE YEARS. REGULAR REVIEWS OF THE OUTCOMES CONSISTENTLY DEMONSTRATE THAT THE FOSTER CARE PROGRAM IS MEETING AND/OR EXCEEDING ALL OKDHS OUTCOMES AND REQUIREMENTS FOR FOSTER CARE PROGRAMS. WE ALSO SERVE AND PLACE FOSTER CHILDREN AGES BIRTH TO 17 YEARS OLD. OUTCOMES ALSO INDICATE SUNBEAM IS SUCCESSFULLY MEETING THE NEED OF THE MOST VULNERABLE CHILDREN AND PROVIDING SAFE, NURTURING HOMES FREE OF ABUSE AND NEGLECT. CHILDREN DISCHARGING FROM OUR FOSTER CARE PROGRAMS WERE EITHER PLACED WITH KINSHIP FAMILIES, IN LONG TERM TRADITIONAL FOSTER CARE, IN THERAPEUTIC FOSTER CARE, IN TRIBAL FOSTER CARE, RETURNED TO THEIR BIRTH FAMILIES OR WERE ADOPTED BY THEIR SUNBEAM FOSTER FAMILIES. SUNBEAM'S LONG TERM CONTRACT WITH DHS AND THOSE OF ALL BUT ONE OTHER LOCAL FOSTER CARE PROVIDER WERE TERMINATED ON JUNE 30, 2014. DHS NOW CONTRACTS WITH ONLY FOUR PROVIDERS STATEWIDE TO PROVIDE FOSTER CARE SERVICES. SUNBEAM HAS A CONTRACT WITH TWO OF THE FOUR. WE COMPLETED OUR TENTH FULL YEAR OF MANAGING THE OKLAHOMA CASEY FAMILY PROGRAM WHICH SERVED 9 YOUTH TRANSITIONING INTO ADULTHOOD OR WERE ALREADY OF ADULT AGE. CASEY FAMILY PROGRAM OF SEATTLE MADE THE DECISION TO CANCEL THIS PROGRAM EFFECTIVE APRIL 30, 2014, AND THE REMAINING YOUTH AND THE CASE MANAGEMENT SERVICES WERE TRANSFERRED TO FOSTER CARE TO SUCCESS. OF THE NINE YOUTH, TWO COMPLETED THEIR BACHELOR'S DEGREE, ONE IS COMPLETING REQUIREMENTS FOR A PH.D., ONE IS ATTENDING COLLEGE, TWO ARE ATTENDING A VOCATIONAL TRAINING PROGRAM, ONE COMPLETED HIGH SCHOOL AND EARNED A HIGH SCHOOL DIPLOMA AND TWO EARNED VOCATIONAL TRAINING CERTIFICATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 2 | BOB ROSS PHYLLIS STONG DIRECTOR DIRECTOR FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PRESENTED TO THE BOARD ANNUALLY FOR REVIEW, AND POTENTIAL CONFLICTS ARE ALSO REVIEWED AS THEY ARISE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS REVIEWED AND ADJUSTED ANNUALLY BY THE BOARD OF DIRECTORS BASED ON THEIR KNOWLEDGE OF THE ENTITY AND THEIR EXPERIENCE WITH AND KNOWLEDGE OF OTHER SIMILAR NOT-FOR-PROFIT ENTITIES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION FOR OTHER OFFICERS IN THE ORGANIZATION IS APPROVED BY THE BOARD IN THE ANNUAL BUDGET PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST. |
| FORM 990, PART XI | SEE GENERAL FOOTNOTE |
| Software ID: | |
| Software Version: |