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← BUTTERFIELD MEMORIAL FOUNDATION

Form 990 for tax year 2024

Filed by BUTTERFIELD MEMORIAL FOUNDATION.

Totals

Total revenue
$13,860,361
Total expenses
$10,985,057
Contributions and grants received
$222,201
Grants paid
$4,351,211
Program service revenue
$473,105
Investment income
$13,092,425
Other revenue
$72,630
Total assets, end of year
$142,993,064
Total liabilities, end of year
$3,300,000
Net assets or fund balances, end of year
$139,693,064
Program services expenses (Part IX)
$6,630,996
Management and general expenses
$4,062,788
Fundraising expenses
$291,273
Program service expenses (Part III)
$6,630,996

Program services were 60.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $19,949

  • 1f · All other contributions, gifts and grants

    $202,252

  • 1g · Noncash contributions included above

    $19,949

  • 2a · Program service revenue: COUNSELING & ADOPTION SERVICE

    total $473,105 · related or exempt $473,105

  • 3 · Investment income

    total $4,040,138 · excluded $4,040,138

  • 7a · Gross sales of assets other than inventory

    securities $89,121,616

  • 7b · Less cost or other basis and sales expenses

    securities $80,069,329

  • 7c · Gain or loss

    securities $9,052,287

  • 7d · Net gain or loss

    total $9,052,287 · excluded $9,052,287

  • 8a · Fundraising events: gross income

    $210,480

  • 8a · Fundraising events: contributions included on line 1c

    $19,949

  • 8b · Fundraising events: direct expenses

    $140,998

  • 8c · Net income from fundraising events

    total $69,482 · excluded $69,482

  • 11a · Other revenue: OTHER

    total $3,148 · excluded $3,148

  • 11e · Other revenue, total

    $3,148

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,210,831 · program services $3,210,831

  • 3 · Grants to foreign organizations and individuals

    total $1,140,380 · program services $1,140,380

  • 5 · Compensation of officers, directors and key employees

    total $550,769 · program services $304,172 · management and general $214,451 · fundraising $32,146

  • 7 · Other salaries and wages

    total $1,083,702 · program services $782,005 · management and general $148,012 · fundraising $153,685

  • 8 · Pension plan contributions

    total $42,559 · program services $32,132 · management and general $4,866 · fundraising $5,561

  • 9 · Other employee benefits

    total $162,561 · program services $114,986 · management and general $22,207 · fundraising $25,368

  • 10 · Payroll taxes

    total $104,210 · program services $70,014 · management and general $21,250 · fundraising $12,946

  • 11b · Fees: legal

    total $72,307 · management and general $72,307

  • 11c · Fees: accounting

    total $32,500 · management and general $32,500

  • 11f · Fees: investment management

    total $626,992 · management and general $626,992

  • 11g · Fees: other

    total $31,289 · program services $18,142 · management and general $4,929 · fundraising $8,218

  • 12 · Advertising and promotion

    total $156,290 · program services $153,258 · management and general $2,774 · fundraising $258

  • 13 · Office expenses

    total $78,067 · program services $49,016 · management and general $18,613 · fundraising $10,438

  • 16 · Occupancy

    total $53,757 · program services $38,370 · management and general $9,743 · fundraising $5,644

  • 17 · Travel

    total $56,209 · program services $38,082 · management and general $14,310 · fundraising $3,817

  • 20 · Interest

    total $222,253 · management and general $222,253

  • 22 · Depreciation, depletion and amortization

    total $74,641 · program services $49,263 · management and general $21,646 · fundraising $3,732

  • 23 · Insurance

    total $31,061 · program services $16,183 · management and general $13,247 · fundraising $1,631

  • 24a · Other expenses: IMPAIRMENT LOSS

    total $2,564,093 · management and general $2,564,093

  • 24b · Other expenses: INITIATIVE DEVELOPMENT

    total $272,616 · program services $272,616

  • 24c · Other expenses: OTHER STAFF EXPENSES

    total $78,852 · program services $49,832 · management and general $20,352 · fundraising $8,668

  • 24d · Other expenses: LEGAL FEES PROGRAM

    total $71,701 · program services $71,701

  • 24e · All other expenses

    total $267,417 · program services $220,013 · management and general $28,243 · fundraising $19,161

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,940,387 · end of year $4,896,818

  • 7 · Other notes and loans receivable

    beginning of year $21,712,549 · end of year $20,481,115

  • 10a · Land, buildings and equipment: cost or other basis

    $2,985,654

  • 10b · Land, buildings and equipment: accumulated depreciation

    $478,888

  • 10c · Land, buildings and equipment, net

    beginning of year $2,581,407 · end of year $2,506,766

  • 11 · Investments: publicly traded securities

    beginning of year $111,497,223 · end of year $115,004,204

  • 15 · Other assets

    beginning of year $108,690 · end of year $104,161

  • 24 · Unsecured notes and loans payable

    beginning of year $3,300,000 · end of year $3,300,000

  • 25 · Other liabilities

    beginning of year $2,384

  • 27 · Net assets without donor restrictions

    beginning of year $136,408,172 · end of year $139,651,359

  • 28 · Net assets with donor restrictions

    beginning of year $129,700 · end of year $41,705

Mission and programs · 2024

Mission

THE BUTTERFIELD MEMORIAL FOUNDATION IS A CHRISTIAN CHARITABLE ORGANIZATION SERVING THE HEALTH NEEDS OF THE COMMUNITY IN HARMONY WITH THE TENETS OF THE FREE METHODIST CHURCH - USA.

Activities or mission (Part I)

BUTTERFIELD MEMORIAL FOUNDATION MANIFESTS THE REDEEMING LOVE OF CHRIST BY FOCUSING ON THE PHYSICAL, MENTAL, SOCIAL AND SPIRITUAL WELL-BEING OF PEOPLE, CONSISTENT WITH THE TENETS OF THE FREE METHODIST CHURCH USA.

  • GRANTS: BUTTERFIELD MEMORIAL FOUNDATION (BMF)PROVIDES GRANT FUNDING TO SUPPORT WHOLE-PERSON HEALTHCARE FOR UNINSURED AND UNDERSERVED INDIVIDUALS, AS WELL AS THOSE EXPERIENCING UNEXPECTED PREGNANCIES. THE FOUNDATION PRIORITIZES FUNDING FOR CHRISTIAN, NONPROFIT ORGANIZATIONS SERVING COMMUNITIES IN OKLAHOMA, WHILE ALSO CONSIDERING GRANTS FOR SIMILAR ORGANIZATIONS OPERATING THROUGHOUT THE UNITED STATES AND INTERNATIONALLY. IN 2024, BMF APPROVED A TOTAL OF 6,413,064 IN GRANTS ACROSS FOUR PRIMARY FUNDING FOCUS WITH A TOTAL OF 4,351,211. CHARITABLE WHOLE PERSON HEALTHCARE - 4,420,531 APPROVED; 2,370,778 DISTRIBUTED INTERNATIONAL WHOLE PERSON HEALTHCARE - 963,060 APPROVED; 994,060 DISTRIBUTED CHOOSE LIFE ADVANCEMENT - 618,023 AWARDED; 594,023 DISTRIBUTED SPIRITUAL CARE ADVANCEMENT - 51,450 AWARDED; 32,350 DISTRIBUTED ADDITIONALLY, 360,000 WAS DISTRIBUTED THROUGH BOARD AND PRESIDENT DISCRETIONARY GRANTS. THESE GRANTS WERE DIRECTED TOWARD INITIATIVES ADDRESSING PHYSICAL, SPIRITUAL, SOCIAL, AND MENTAL HEALTHCARD NEEDS. TO EVALUATE GRANT EFFECTIVENESS AND MAINTAIN ALIGNMENT WITH THE FOUNDATION'S MISSION, SITE VISITS WERE CONDUCTED AT 30 NONPROFIT ORGANIZATIONS WITHIN THE UNITED STATES AND INTERNATIONALLY. BMF ALSO FUNDED TWO INTERNSHIP PROGRAMS TO SUPPORT THE DEVELOPMENT OF FUTURE HEALTHCARE AND MINISTRY PROFESSIONALS: 1. BUTTERFIELD CHRISTIAN MEDICAL INTERNSHIP (BCMI) - A SIX-WEEK SUMMER PROGRAM FOR UNDERGRADUATE PRE-MEDICAL STUDENTS IN PARTNERSHIP WITH A CONSORTIUM OF FIVE OKLAHOMA CHRISTIAN UNIVERSITIES. SIX STUDENTS PARTICIPATED IN CLINICAL ROTATIONS AT FOUR CHARITABLE HEALTCARE CLINICS IN OKLAHOMA CITY. 2. ERIC BAIRD SPIRITUAL CARE INTERNSHIP (EBSCI) - A CHAPLAINCY TRAINING PROGRAM FOR MINISTRY STUDENTS IN PARTNERSHIP WITH BETHANY CHILDREN'S HEALTH CENTER, MID-AMERICA CHRISTIAN UNIVERSITY, AND THE YMCA IN OKLAHOMA CITY, AS WELL AS CHRIST COMMUNITY HEALTH SERVICES AND HARDING THEOLOGICAL SEMINARY IN TENNESSEE. THESE PROGRAMS PROVIDED HANDS-ON LEARNING EXPERIENCES, REINFORCING THE FOUNDATION'S COMMITMENT TO CHARITABLE HEALTHCARE AND SPRIRUTAL CARE WITHIN LOCAL AND INTERNATIONAL COMMUNITIES. COMMUNITY INITIATIVE/INVOLVEMENT BUTTERFIELD MEMORIAL FOUNDATION REMAINS COMMITTED TO HELPING UNINSURED OKLAHOMANS ACCESS QUALITY MEDICAL, MENTAL/EMOTIONAL, AND SPIRITUAL HEALTHCARE SERVICES. IN ADDITIN TO OUR GRANT FUNDING AND PROGRAMMING, WE SEEK TO ACCOMPLISH THIS GOAL THROUGH COMMUNITY INITIATIVES, OUTREACH, AND PROVIDING STRATEGIC GUIDANCE TO OUR KINGDOM PARTNERS. COMMUNITY INITIATIVES INVOLVE COMMUNITY PARTICIPATION, COLLABORATION, CAPACITY BUILDING, AND EMPOWERMENT. THE GOAL IS TO ADDRESS ISSUES IMPACTING THE WELL-BEING OF PEOPLE. FUNDING FOR COMMUNITY INITIATIVES IS SEPARATE FROM GRANT FUNDING. EACH COMMUNITY INITIATIVE IS GEARED TOWARD FORWARDING THE MISSION AND VISION OF THE FOUNDATION. BUTTERFIELD FOUNDATION REGULARLY INTERACTS WITH A VARIETY OF STAKEHOLDERS TO IDENTIFY GAPS IN SERVICES IN OUR COMMUNITY AND THROUGHOUT THE WORLD. IN 2024, A TOTAL OF 272,616 WAS INVESTED IN ADDRESSING AREAS OF NEED OUTSIDE OUR TRADITIONAL GRANT FUNDING. THE FIRST COMMUNITY INITIATIVE SEEKS TO IMPROVE ACCESS TO HEALTHCARE FOR THE UNINSURED IN OKLAHOMA. INITIALLY LAUNCHED IN 2022, PATIENT NAVIGATION SERVICES HAVE BEEN STREGTHENED, SPECIALTY CARE SERVICES HAVE EXPANDED, AND THE OVERALL SAFETY NET IMPROVED. IN 2024, HAU HELPED ABOUT 10,000 PATIENTS ACCESS HEALTHCARE AND MADE 1,073 REFERRALS FOR SPECIALTY CARE SERVICES. DUE TO THE SUCCESS OF THIS INITIATIVE, ADDITIONAL FUNDING HAS BEEN ALLOCATED FOR FY 2025,2026,AND 2027. THE SECOND INITIATIVE, TITLED THE ERIC BAIRD SPIRITUAL CARE INTERNATIONAL CHAPLAINCY, STARTED IN 2023. THE GOAL OF THIS INITIATIVE IS TO ADVANCE SPIRITUAL CARE FOR PEOPLE RESIDING IN BURUNDI, DEMOCRATIC REPUBLIC OF CONGO (DRC) AND RWANDA. THE FOUNDATION CONTINUES TO PARTNER WITH THE FREE METHODIST CHAPLAIN ASSOCIATIN AND OTHER FREE METHODIST MINISTRIES, INCLUDING CENTRAL AFRICA HEALTHCARE ORGANIZATION, HOPE AFRICA UNIVERSITY, KIBOGORA POLYTECHNIC UNIVERSITY (KPU), KIBOGORA HOSPITAL (KH), AND NUNDU DEACONESS HOSPITAL (NDH) TO DEVELOP PROGRAMMING AND INTERNSHIP OPPORTUNITIES. GROUNDWORK FOR A POSTGRADUATE DIPLOMA PROGRAM IN CHAPLAINCY WAS LAID AT KPU IN RWANDA. ALONG WITH THE PROVISION OF TRAINING MATERIALS AND RESOURCES, THEOLOGY STUDENTS WILL BEGIN CHAPLAINCY INTERNSHIPS AT KH IN 2025. FURTHERMORE, THE FIRST CHAPLAINCY INTERNSHIP IN THE DRC WAS LAUNCHED AT NDH. ALSO LAUNCHED IN 2023, THE THIRD COMMUNITY INITIATIVE FOCUSES ON URBAN FARMING. THE PRIMARY PARTNER IS 8TH STREET FOUNDATION. THE GOAL OF THIS INITIATIVE IS TO PROVIDE ACCESS TO NUTRITIOUS FOOD FOR UNINSURED PATIENTS SERVED BY CHARITABLE CHRISTIAN CLINICS IN THE OKC METRO. IN TURN, CLINIC STAFF INCORPORATE NUTRITIONAL GUIDANCE AND TRAINING REGARDING HEALTHY DIETS FOR PATIENTS DIAGNOSED WITH DIABETES, HYPERTENSION, AND OTHER CHRONIC DISEASES. CURRENTLY, FOUR CLINICS ARE PARTICIPATING. THE FOURTH COMMUNITY INITIATIVE, ALSO INITIATED IN 2023, IS THE CHRISTIAN CLINIC COOP OF OKLAHOMA (CCCO). THE CCCO WAS ESTABLISHED TO HELP RAISE ADDITIONAL FUNDING FOR CHARITABLE CHRISTIAN CLINICS, PROVIDE RESOURCES LIKE WEB DESIGN, STRATEGIC PLANNING, ETC. THE FOCUS OF THE CCCO THIS YEAR WAS IN PROVIDING SIGNIFICANT GUIDANCE AND SUPPORT TO CROSSROADS RENEWAL PROJECT, A STARTUP NON-PROFIT THAT WILL BE A HUB FOR A VARIETY OF CHARITABLE SERVICES IN SOUTH OKC. CCCO ALSO WORKED CLOSELY WITH TULAKES MEDICAL CLINIC IN THEIR EXPANSION OF THEIR CLINIC FROM TWO TO FOUR DAYS A WEEK. A FIFTH COMMUNITY INITIATIVE WAS LAUNCHED TO EMPOWER THE UNINSURED TO ACCESS MENTAL HEALTH SERVICES. AFTER SIGNIFICANT RESEARCH, IT WAS IDENTIFIED THAT THE UNINSURED IN CHARITABLE CHRISTIAN CLINICS HAVE DIFFICULTY SECURING THESE SERVICES. IT IS A CHALLENGING PROCESS AND OFTEN INCLUDES LONG WAITING LISTS. PARTNERSHIPS WITH TULAKES CLINIC, SOUTHERN NAZARENE UNIVERSITY, THE CLINIC ON THE HILL, AND OKLAHOMA CHRISTIAN HAVE BEEN ESTABLISHED TO PROVIDE EASIER ACCESS TO QUALIFIED MENTAL HEALTH PROFESSIONALS IN THE OKLAHOMA CITY AREA. FOUNDATION PERSONNEL WERE ALSO INVOLVED IN A VARIETY OF LOCAL AND NATIONAL ASSOCIATIONS, SERVED AS MEMBERS OF SEVERAL NONPROFIT BOARDS, AND WERE FEATURED SPEAKERS AT A VARIETY OF EVENTS. STAFF PARTICIPATED IN OVER 100 COMMUNITY NETWORKING/MEETINGS, CONTRIBUTING NON-GRANT FUNDS TO SUPPORT THE ADVANCEMENT OF CHARITABLE WORKS IN OUR COMMUNITY. OUR MODEST SPENDING OF 40,390 WENT A LONG WAY TOWARD INCREASING OUR PRESENCE AS GOOD STEWARDS FOR THE UNDERSERVED IN OKLAHOMA CITY.

    Expenses $5,545,879 · Grants $4,351,211

  • THE SECOND AND OLDEST PROGRAM IS DEACONESS PREGNANCY & ADOPTION (DPA). FOUNDED IN 1900 ON THE PLAINS OF OKLAHOMA TERRITORY, IT IS THE OLDEST NON- PROFIT ADOPTION AGENCY IN OKLAHOMA. THOUSANDS OF FAMILIES HAVE BEEN CREATED AND THOUSANDS MORE SERVICED WITH COUNSELING AND SUPPORT THROUGHOUT ITS HISTORY. DPA IS A SOCIAL SERVICE AGENCY OF THE FREE METHODIST CHURCH - USA AND ITS PURPOSE IS CHARITABLE AND RELIGIOUS IN NATURE, FOCUSED ON POSITIVE OUTCOMES FOR CHILDREN BY SERVING WOMEN IN UNEXPECTED PREGNANCIES, FACILITATING THE ADOPTION OF CHILDREN, AND PROVIDING RESOURCES, SUPPORT, AND COUNSELING TO ALL INVOLVED. FOR WOMEN AND MEN EXPERIENCING AN UNEXPECTED OR CRISIS PREGNANCY, DPA PROVIDES COUNSELING AND FULL INFORMATION REGARDING ALL OPTIONS IN A NON- JUDGMENTAL AND ACCEPTING ENVIRONMENT SO THAT THE CLIENT CAN MAKE A FULLY INFORMED DECISION. MAKING AN ADOPTION PLAN IS A FULLY VOLUNTARY DECISION AND MANY CLIENTS SERVED ARE SUPPORTED AND RESOURCED IN THEIR DECISION TO PARENT. EXPECTANT PARENTS ARE ASSISTED IN MANY WAYS, INCLUDING HELPING TO LOCATE A MEDICAL PROVIDER, FOOD, SHELTER, CLOTHING, AND/OR TRANSPORTATION AS WELL AS BY CONNECTIONS TO OTHER COMMUNITY RESOURCES, SUCH AS PARENTING CLASSES, INFANT SUPPLIES AND SUPPORT GROUPS. FOR THOSE WHO CHOOSE TO MAKE AN ADOPTION PLAN, THE AGENCY IS A LICENSED ADOPTION PROVIDER AND MAINTAINS MANY PROSPECTIVE ADOPTIVE FAMILIES OF A VARIETY OF BACKGROUNDS AND INTERESTS WHO ARE APPROVED TO HAVE A CHILD PLACED IN THEIR HOME AFTER A RIGOROUS ASSESSMENT PROCESS THAT MEETS ALL STATE AS WELL AS AGENCY STANDARDS. ADOPTIVE PARENTS ARE VETTED BY THE AGENCY THROUGH A SERIES OF MEASURES, INCLUDING AN APPLICATION PROCESS, TRAINING SEMINAR, AND HOME STUDY ASSESSMENT. WHEN AN APPROVED FAMILY HAS A CHILD PLACED IN THEIR HOME, THE AGENCY ALSO SUPERVISES THE PLACEMENT FOR SEVERAL MONTHS TO ENSURE SUCCESS OF THE PLACEMENT. DPA VIEWS ADOPTION NOT AS A ONE-TIME EVENT, BUT AS AN ONGOING JOURNEY AND SEEKS TO PROVIDE LIFELONG SUPPORT TO ALL PARTIES INVOLVED, INCLUDING THE BIRTH FAMILY, ADOPTEE AND ADOPTIVE PARENTS. SUPPORT IS PROVIDED BY ONGOING EVENTS THROUGHOUT THE YEAR TARGETED BOTH TO THE BIRTH FAMILY AND THE ADOPTIVE FAMILY. ALL PARTIES CAN ALSO REQUEST COUNSELING AND SUPPORT FROM THE AGENCY AT ANY TIME. IN ADDITION, SEARCH AND REUNION SERVICES ARE ALSO AVAILABLE TO FACILITATE CONTACT AND RELATIONSHIP IN THE EVENT OF A CLOSED ADOPTION. THIS SERVICE IS AVAILABLE TO ALL CLIENTS WHO HAVE WORKED WITH DPA IN THE 124-YEAR HISTORY OF THE AGENCY AS ADOPTION RECORDS ARE MAINTAINED BACK TO THE AGENCY'S FOUNDING. INFANT ADOPTION AND SEARCH AND REUNION SERVICES WERE COMPLETED AS OUTLINED BELOW. THERAPEUTIC COUNSELING SERVICES TO THE COMMUNITY SAW A SIGNIFICANT INCREASE IN 2024. THE DPA COUNSELING CENTER AIMS TO SERVE THOSE IN OUR COMMUNITY TOUCHED BY FOSTER CARE OR ADOPTION, INFERTILITY, MATERNAL MENTAL HEALTH, OR THOSE WITH ATTACHMENT-RELATED ISSUES. DESPITE THE REASON AN INDIVIDUAL OR FAMILY SEEKS COUNSELING, THE GOAL OF THE DPA COUNSELING CENTER IS TO PROVIDE A SAFE AND WELCOMING ENVIRONMENT FOR THOSE PROCESSING RELATIONAL DIFFICULTIES OR MENTAL HEALTH CONCERNS. INDIVIDUAL AND FAMILY SESSIONS ARE AVAILABLE IN OUR OFFICE WITH TELEHEALTH OPTIONS OFFERED WHEN NEEDED. DPA ALSO PROVIDED COMMUNITY TRAINING AND EDUCATION ON THE OPTION OF ADOPTION TO PREGNANCY RESOURCE CENTERS AROUND THE STATE. DPA MAINTAINS ITS ACCREDITATION WITH THE OKLAHOMA DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES AS AN OUTPATIENT MENTAL HEALTH FACILITY AND WAS AWARDED A THREE YEAR ACCREDITATION DISTINCTION IN 2024. FURTHERMORE, DPA IS A MEMBER OF AND PARTICIPATES IN MANY COMMUNITY ORGANIZATIONS AND COALITIONS WITH THE INTENT TO PARTNER WELL WITH OTHER COMMUNITY ORGANIZATIONS AND ENSURE THAT THE MISSION OF DPA IS KNOWN BY THOSE WORKING ALONGSIDE US. FUNDS ARE RAISED TO SUPPORT THE OPERATION OF DPA SERVICES AND PROGRAMS. DONORS ARE REACHED THROUGH DIRECT MAIL, SOCIAL MEDIA, E-BLAST EMAILS, AND PERSONAL VISITS. MULTIPLE SPECIAL EVENTS ARE ALSO HELD THROUGHOUT THE YEAR TO RAISE AWARENESS AND COMMUNITY ENGAGEMENT. OVERVIEW OF 2024 SERVICES: INFANT ADOPTION PROGRAM: . FIELDED 53 INQUIRY CALLS FROM EXPECTANT PARENTS . SERVED 28 EXPECTANT PARENTS . PROVIDED 644 PRE/POST CLIENT CONTACT HOURS WITH EXPECTANT PARENTS . FIELDED 144 INQUIRY CALLS FROM PROSPECTIVE ADOPTIVE PARENTS . PROVIDED 1,454 PRE/POST CLIENT CONTACT HOURS WITH ADOPTIVE FAMILIES . COMPLETED 11 HOME STUDIES, 12 HOME STUDY UPDATES, AND 19 POST-PLACEMENT SUPERVISORY REPORTS . PLACED 12 INFANTS IN ADOPTIVE HOMES POST-ADOPTION/SEARCH & REUNION: . FIELDED 56 INQUIRY CALLS FROM TRIAD MEMBERS (ADOPTEE, BIRTH FAMILY, OR ADOPTIVE FAMILY) . RECEIVED REQUESTS FOR NON-IDENTIFYING MEDICAL/SOCIAL INFORMATION FROM SEVEN ADULT ADOPTEES AND CONFIDENTIAL INTERMEDIARY SEARCHES FROM NINE TRIAD MEMBERS . COMPLETED FIVE REUNIONS . PROVIDED 120 CLIENT CONTACT HOURS WITH THOSE INVOLVED IN THE SEARCHING PROCESS POST-ADOPTION/COUNSELING CENTER: . FIELDED 178 INQUIRY CALLS FOR THERAPEUTIC SERVICES . CONDUCTED 39 INTAKE ASSESSMENTS . COMPLETED 961 COUNSELING SESSIONS COMMUNITY TRAINING/EDUATION: . THE AGENCY PROVIDED 11 PRESENTATIONS TO THE COMMUNITY IMPACTING 49 INDIVIDUALS . TRAINING WAS PROVIDED TO 16 PREGNANCY RESOURCE CENTERS, WITH 107 INDIVIDUALS LEARNING HOW TO PRESENT THE OPTION OF ADOPTION TO CLIENTS . OTHER COMMUNITY EVENTS ATTENDED THROUGHOUT THE YEAR RESULTED IN OVER 500 PEOPLE BEING EXPOSED TO AND HEARING ABOUT THE AGENCY'S SERVICES VOLUNTEER HOURS: . GALA - 10 PEOPLE AT 150 HOURS . SEMINAR TRAINING - 10 PEOPLE AT 20 HOURS COMMUNITY PARTNERSHIPS: . OKLAHOMA ADOPTION COALITION . OKLAHOMA DEPARTMENT OF MENTAL HEALTH & SUBSTANCE ABUSE SERVICES . OKLAHOMA ASSOCIATION OF INFANT MENTAL HEALTH . HOPE PREGNANCY CENTER . PREGNANCY RESOURCE NETWORK . OKLAHOMA DEPARTMENT OF HUMAN SERVICES . OKLAHOMA BAPTIST HOMES FOR CHILDREN . ROSE DAY COMMITTEE FUNDRAISING OVERVIEW: . 750 DONATIONS WERE MADE TO THE ORGANIZATION . 303 DONORS GAVE, WITH 121 BEING NEW DONORS . 227,535 WERE RAISED THROUGH SPECIAL EVENTS OF A GALA AND A FUNDRAISING WALK . IN-KIND GIFTS SECURED HAD A TOTAL VALUE OF 19,949 . TOTAL CONTRIBUTIONS WERE 451,196.

    Expenses $1,085,117 · Revenue $473,105

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Hal Hoxie

    PRESIDENT

    Total calculated
    $311,157
    From this org
    $292,521
    From related orgs
    $0
    Other
    $18,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,521
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,671
    Nontaxable benefits
    $1,965
    Filer's total
    $311,157
  • Dierdre McCool

    EMPLOYEE

    Total calculated
    $239,614
    From this org
    $211,185
    From related orgs
    $0
    Other
    $28,429
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,185
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,056
    Nontaxable benefits
    $15,373
    Filer's total
    $239,614
  • Jennifer Richardson

    EMPLOYEE

    Total calculated
    $173,796
    From this org
    $141,758
    From related orgs
    $0
    Other
    $32,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,758
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,914
    Nontaxable benefits
    $23,124
    Filer's total
    $173,796
  • Rev Denise Abston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Steven Austin

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Anita Baird

    SECRETARY

    Total calculated
    $0
    Hours/week
    3
  • Daniel Fisher

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3
  • Shelly Goodnight

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Daniel Kurtz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Sarah Ouren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Patricia Porter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Timothy Porter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Marcie Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Dr Greg Spencer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Timothy Wayman

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    3
  • Jamie Whitehouse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • DEACONESS PREGNANCY & ADOPTION LLC

    ADOPTIONS · OK

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
15 July 2025
IRS schema version
2024v5.0
Source object
202522239349300847

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