Sunbeam Family Services Inc.
1100 NW 14th St.
Oklahoma City OK 73106
Tax Exempt Status Public Supported Charity
Mission Statement

Our mission is to provide people of all ages with help, hope and the opportunity to succeed through Early Childhood, Foster Care, Counseling and Senior Services. 

Sunbeam Family Services has an outstanding history of serving vulnerable individuals, families and seniors through an array of social service programs. Founded in 1907, Sunbeam is Oklahoma City’s longest serving social service agency, originally founded to serve as a children’s home for dependent and neglected children. Over the decades, the organization’s programs have evolved to meet the growing needs of Oklahoma’s vulnerable children, individuals, families and seniors through (1) a robust early childhood education program, (2) our long standing foster care program, (3) our sliding scale counseling program, and (4) our multifaceted senior services program which includes the state’s only emergency residential senior shelter.

Contact Information
Contact Name Erin Engelke
Contact email
Address 1100 NW 14th St.
Oklahoma City, OK 73106
Phone (405) 528-7721
Fax 405-528-0394
County Oklahoma County
How to Give
Donate to Endowment
Other ways to donate, support or volunteer

Thank you for considering a gift to Sunbeam Family Services and caring about the wonderful people we serve!  Because of people like you, Sunbeam is able to make a difference in the lives of children, families and seniors.

Giving online is safe, fast and convenient. Sunbeam Family Services is a 501(c) 3 nonprofit agency, making your gift tax-deductible. Below, you can see the different ways you can make an impact at Sunbeam through a financial gift...

  • Mail - You may also send a gift to Sunbeam Family Services at 1100 NW 14th Street, OKC OK 73106.
  • Phone - Please call 405.528.7721 to make a financial gift over the phone.
  • Leave Your Legacy - Since 1907, Sunbeam has been meeting the needs of the community, and with your help, we can extend our impact and continue to provide high-quality, affordable social services for many years to come. There are many ways that you can make a difference at Sunbeam, including a gift in your will or a variety of other ways that will provide you with tax-benefits. Bequests are the simplest way of making a planned gift. If you are interested in a different way to make a planned gift, please call 405-609-8994  or
If you should have any questions about your gift, or would like to learn more about Sunbeam and the people we serve, please call 405.528.7724 ext. 180. Your support make all the difference!
Financial Summary
Projected Revenue $14,695,764.00
Projected Expenses $14,728,809.00
History and Background
Former Names
Supported Organization Sunbeam Family Services, Inc.
Year Founded 1907
IRS Ruling Year 1960
State Registration Expiration Feb 2019

Our mission is to provide people of all ages with help, hope and the opportunity to succeed through Early Childhood, Foster Care, Counseling and Senior Services. 

Sunbeam Family Services has an outstanding history of serving vulnerable individuals, families and seniors through an array of social service programs. Founded in 1907, Sunbeam is Oklahoma City’s longest serving social service agency, originally founded to serve as a children’s home for dependent and neglected children. Over the decades, the organization’s programs have evolved to meet the growing needs of Oklahoma’s vulnerable children, individuals, families and seniors through (1) a robust early childhood education program, (2) our long standing foster care program, (3) our sliding scale counseling program, and (4) our multifaceted senior services program which includes the state’s only emergency residential senior shelter.


Sunbeam opened its doors in 1907, to serve as a children’s home for dependent and neglected children. The agency's original mission was to provide a safe and caring environment for homeless children until permanency could be established in their lives. In the late 1930's, Sunbeam expanded its services to include a psychological services clinic, casework services, foster care, and adoptive home placement.

During World War II, Sunbeam operated a nursery for the children of women who worked in war connected industries and licensed other providers of similar child care operations. The post-war 1940's marked a period of expansion into adult mental health services for Sunbeam. Sunbeam provided the only community based mental health services in existence in Oklahoma at that time.

In the late 1940's Sunbeam again broke new ground when it served as a resource for emergency detention of children under the age of 16, who had committed crimes. Sunbeam's Board of Directors provided leadership for the passage of a bond issue that created what is now known as the Oklahoma County Juvenile Bureau. In the early 1970’s, Sunbeam began to provide services to the elderly and their families, now known as the Senior Companion Program.

In 2001, Sunbeam opened a ten-bed emergency shelter for senior citizens that are victims of elder abuse and persons made homeless by reason of a catastrophic medical problem. Another service for senior citizens, developed in 2001, is a program called Caregiver Fundamentals. Although it was originally designed to provide training and support for individuals who are caring for an aging family member, in 2003 the scope of the program was expanded to include services for grandparents raising grandchildren.

Sunbeam was notified that the Casey Family Program, the nation’s premier foster care program, had selected Sunbeam to provide services to their foster children in Oklahoma when the local Casey office closed in 2005. Effective January 19, 2004, Casey leased office space in the Sunbeam Home and our two agencies began working together to transition Casey’s foster children and foster families into Sunbeam’s care. Also in 2004, Sunbeam was awarded the contract to administer the Early Head Start Program in Oklahoma City. Our experience with Early Head Start provided a natural opportunity for Sunbeam to serve as Managing Partner of Oklahoma City Educare, which formally opened July 13, 2009.

For over 100 years, Sunbeam has evolved to serve the ever-changing needs of the community. At Sunbeam, we feel that it is a privilege to serve our community and we look forward to another 100 years of service to vulnerable children, seniors and families.

Organization Goals:
1. Be recognized as the premier provider in chosen service areas by clients and the community.
2. Be the employer of choice in our field.
3. Increase community awareness of Sunbeam Family Services, our successes and all program.
4. Operate financially strong, with broad, diverse funding. 
Sunbeam's Top Five Needs:
1.    Develop a more diverse giving portfolio, specifically focusing on an increase in private contributions;
2.    Increase awareness of Sunbeam and its program;
3. Acquire software/programming that will unify Sunbeam's six independent program databases;

4. Create volunteer program that will foster life-long agency volunteers to enhance programs and the lives of those we serve.
CEO/Executive Director Statement

I am drawn to Sunbeam’s mission, to provide people of all ages with help, hope, and the opportunity to succeed, because it calls upon us to prove that we are effective. It calls upon us to help families make change. Sunbeam gives people hope. No matter what their yesterday may have been, we can help them see that their tomorrow can bring forth a better day.

With over 100 years of serving the people of Oklahoma City, Sunbeam has responded to the ever-changing community need. We have highlighted Sunbeam's distinctive history and level of service, by the characteristics below...
Longevity– Sunbeam has served and fostered vulnerable children in our community for 105 years.

Stability– Sunbeam has operated from our current address for 100 years (in 2012).

Integrity– Sunbeam has been a United Way Partner Agency since 1924, and is one of the ten original partner agencies - the first children’s agency to be selected.

Professionalism– All of Sunbeam’s programs/services have been nationally accredited since 1942.
Responsive– Sunbeam became the first community-based mental health program in Oklahoma in 1947, which became what we now know now as the Oklahoma Department of Mental Health and Substance Abuse Services in 1948.

Trust– In 1942, Sunbeam opened one of the first daycare centers in our community and licensed all other providers for the City of OKC until 1947. This function was transitioned to the Oklahoma Department of Public Welfare (DHS). Today, the flag ship of our early childhood education programs is OKC Educare, for which Sunbeam is the managing partner.

Flexible– Long noted for a focus on vulnerable children, Sunbeam began in-home support to vulnerable aging adults in 1974 and opened Oklahoma’s first emergency shelter for victims of elder abuse in 2001.

Innovative– In 1984, Sunbeam piloted and proved ”treatment or therapeutic” foster care was a less expensive and an effective alternative to in-patient psychiatric placement of children with mental health problems in Oklahoma. Sunbeam operates three foster care programs today.

Fiscally Sound– All of Sunbeam’s properties are debt-free. Our credit risk rating is a 1, the lowest credit risk possible. As of June 30, 2011, the audited combined market value of our three endowments and certificates of deposit was $2,333,691.

Mission Driven with a Vision for OKC– The mission of Sunbeam Family Services is to provide people of all ages with help, hope, and the opportunity to succeed. Our vision for Oklahoma City is that it will be respected and modeled for the way we care for our children, families, and seniors.
Board Chair Statement
For 110 years, Sunbeam Family Services has served central Oklahoma’s most vulnerable citizens. Our mission is to provide people of all ages with help, hope, and the opportunity to succeed. In this report, I invite you to see how Sunbeam met this mission and impacted the lives of people in our community last fiscal year.

Today, more than ever, Sunbeam continues to meet the growing needs of the most vulnerable people of our community. Through its Counseling, Early Childhood Education, Foster Care and Senior Services, Sunbeam is able to change the lives of the children, families and seniors we serve, providing hope for the future and an improved level of functioning.

Fiscal year 2013 was a very exciting one, with programs meeting great demand and providing outstanding services to clients. However, our community faced substantial challenges and was greatly impacted by the tornado that hit Moore in May 2013. I am proud to say that Sunbeam has a long history of rising to community challenges and last May was no exception. Our incredible staff sprung into action, providing support and mental health services to those who were affected by the Moore tornado. Sunbeam is there for the long-haul for those in need.

In this report, you will see the growth of each of our programs and how Sunbeam is changing the lives of so many in this community. Thanks to the generous support of the community, the selfless work of volunteers and the dedication of the staff, Sunbeam served 6,953 clients last fiscal year, which is a 24% increase over the previous fiscal year. In addition, we more than doubled the number of volunteers serving our clients. We are forever thankful for this support.

Our dream of a new campus for Sunbeam started to take shape this year! We completed the first phase of our Sunbeam: New Home, Forever Family Capital Campaign and started construction of our new campus. With this new home, we will be able to serve more of Oklahoma City’s most vulnerable citizens for years to come.

On behalf of the Board, staff and the people we serve, I thank you for caring about Sunbeam. Thanks to people like you, we at Sunbeam can and will continue to ensure people of all ages and stages receive the help and hope they need so they have the opportunity to succeed. Your support truly makes all the difference. Thank you.


Joe Ray

2013/2014 Board President


Joe Ray

2013/2014 Board President

Area Served
Area Served
Geographic Area Served
Oklahoma City
Oklahoma County
Sunbeam Family Services has served the central Oklahoma community for over 100 years.

Learning begins long before a child starts kindergarten. Sunbeam Family Services Early Childhood program is a leader in early childhood education, focusing on the youngest in our community, prenatal to five, preparing them and their families to enter kindergarten with the skills necessary to be ready for school and life.


Studies show that early learning strengthens a child's verbal and math abilities, prepares them socially to interact with others, teaches them self-regulation skills and supports development to the fullest potential.
Research also shows that financially disadvantaged children tend to start school behind their more advantaged peers. This gap can persist to high school and is linked to social and economic problems later in life, including literacy, teen pregnancy, high drop-out rates and unemployment.
Sunbeam Family Services Early Head Start and Head Start programs are full-day, full-year programs at 16 locations throughout the Oklahoma City metro area, including Oklahoma City Educare, Emerson Alternative High School and Tony Reyes Bilingual Early Childhood Center. Sunbeam expanded its Early Childhood program this past year into 13 of the poorest zip codes in OKC. Oklahoma City Educare is Sunbeam's flagship Early Childhood program, located at 500 SE Grand Boulevard. Educare is free to families who fall 200 percent below the poverty level.


Population Served At-Risk Populations Families Poor,Economically Disadvantaged,Indigent
Sunbeam Family Services has served Oklahoma's children in foster care for more than 100 years, recruiting dedicated foster homes and placing children with the goal of keeping families together and strong.
Sunbeam's program serves children birth to 17 and each child and foster family has access to Sunbeam's Counseling Services and priority placement in its Early Childhood Services programs.
Another unique attribute of Sunbeam's Foster Care program is that it recruits families who are willing to take sibling groups. Sibling relationships are emotionally powerful and critically important not only in childhood but over the course of a lifetime. Sibling placements help to promote resilience in children who are already experiencing adverse situations.
Our Foster Care program operates under a direct contract with the Oklahoma Department of Human Services. Staff are on-call 24/7, 365 days a year, make monthly in-home visits and provide in-service training for foster parents.
Population Served Children and Youth (0 - 19 years) At-Risk Populations Families
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.

Kim Nichols is the foster mother of two girls. She is a 46 year-old technology professional living in Oklahoma City. Kim credits Sunbeam for filling her need to serve children.


“Since I was in high school, I felt like I was called to work with kids,” explains Kim Nichols. “It’s funny how what we envision for ourselves is often not how it unfolds.”

After a lengthy time of trying to adopt a child, Kim heard about Sunbeam through a close friend. “As a single woman, I knew that I wanted a family, but the adoption process had been very lengthy and frustrating.” After speaking with a Sunbeam Case Manager and deciding to become a foster parent, Kim was quickly approved for placement. “I did not know if I could do it, but I prayed and thought about it. At the end of day, it’s a service to my two perfectly beautiful little girls – they just need a home, stability, love and care.”

“Weekly, I am glad that I have chosen Sunbeam Family Services to walk this path with me,” admits Kim. “I do not know what I would do without the guidance and counsel I have received from my Sunbeam Case Workers! They are always there, always responding, and always have my back. They have worked hard to protect me, and the girls I foster.”

As a first-time parent, Kim admits that it has been awesome to see the girls personalities develop, and establish their routines. Kim recalls the need for her girls to have security in basic needs. “For my oldest, she had never been able to eat on a regular schedule so things like an eating schedule, and a daily routine were a huge deal.”

Kim is often asked how she could chose to foster when the children might end up returning to their birth family. She says that it is a simple decision when focusing on the children, and knowing that her role in their lives is truly one of longevity. “My goal is to be their constant, a window in their lifetime where they felt loved and safe!”

Sunbeam's Counseling Services program has operated for 109 years as the essential core of all of Sunbeam's programs. In the 1930s, Sunbeam opened the first mental health clinic in the state, which later formed what is known today as the Oklahoma Department of Mental Health.
Counseling services are offered to the general public but also to clients in our Early Childhood, Foster Care, and Senior Services programs. Sunbeam recognizes that untreated mental health issues can be a barrier to the well-being of our state's children, families and seniors. That's why the goal for our program is to make our services affordable to every person who needs help. An average counseling session can cost $90 or more; because of donations, Sunbeam is able to offer a session for as little as $15 based on need.
Sunbeam offers high-quality, affordable counseling services for people of all ages who need help with life's challenges such as grief or loss, depression and anxiety, managing anger and overcoming negative behaviors, addiction, family and blended family relationships, and children's issues related to school or home behaviors. Our goal is for clients to learn ways to identify, cope and build strengths to overcome difficulties.
Sunbeam also provides counseling services to students in Oklahoma City Public Schools and to local businesses through its Employee Assistance Program (EAP).
Our staff consists of mental health professionals who provide traditional counseling services based on their professional training, experience, and areas of expertise. In 2016, Sunbeam hired a Licensed Professional Counselor as its Early Childhood Mental Health Coordinator. This position will continue to bring into focus the importance of infant and early childhood mental health.
Population Served General/Unspecified At-Risk Populations Families
Sunbeam provides services to Oklahoma's aging population through its Senior Services. Programs include, the Emergency Shelter for Seniors and the Medically Fragile, the Senior Companion Program, ADvantage Case Management and the Caregiver Fundamentals Program.
Emergency Shelter for Seniors and the Medically Fragile serves seniors who are victims of abuse, neglect and self-neglect, as well as those who are made homeless by a catastrophic medical condition. This 10-bed Shelter is a reliable alternative to a traditional homeless shelter, designed with the frail, elderly and medically needy in mind.
Sunbeam's Senior Companion program provides in-home support for the frail and elderly, through volunteer companions, thereby helping them maintain independence and avoid institutionalization.
Sunbeam's Caregivers Fundamentals provides practical assistance for caregivers to enhance the quality of care they provide to an aging parent or loved one, also including assistance to grandparents raising grandchildren. 
Population Served Elderly and/or Disabled Families At-Risk Populations
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success.


"Life is all about giving," says Jimmie McEwen, 70-year old Sunbeam Senior Companion Volunteer. In 2008, a chance encounter with a friend brought Jimmie to Sunbeam to serve as a Senior Companion Volunteer. 

After graduating from her training classes, Jimmie was matched with her first client - Henry, a senior who was battling Alzheimer's. Disease. Jimmie connected with Henry, using what she had learned from her own experiences with her uncle who fought the same disease and the techniques she learned through her Senior Companion training. "I got in his world with him and let him take me through his journey," explained Jimmie. "He was a quiet man, an excellent violin player and he and Margaret loved to dance."

With Jimmie, Margaret (Henry's wife) gained an ally in helping Henry along his journey. Margaret and Jimmie would attend Alzheimer's support groups together, connecting with others in the community who were facing the same challenges. "She (Margaret) was so devoted to Henry," said Jimmie. "You always hear 'two become one' and Margaret and Henry were truly one." Sadly, Henry passed away in 2012 and Margaret became isolated. Margaret was in in need of the kind of companionship and support Henry had received. Margaret and Jimmie were matched and their friendship grew even stronger.

"I get as much out of it as Margaret does!," says Jimmie of her match with Margaret. "We go to the swing dancing club onTuesday. When she gets going, you can't stop her. She loves to dance - its in her bones!" Jimmie and Margaret can be seen at the senior center line dancing, at the gym in their "Silver Sneakers" exercise group, or even at the circus. What Jimmie has given Henry and Margaret is more than companionship. Through Jimmie's service, Margaret has been able to remain living independently and Henry was able to remain in his home and avoid entering an assisted living center.

Disaster Programs

Sunbeam is a long-term recovery agency, when it comes to volunteers. With the recent natural disasters that have affected our community, here's how Sunbeam has been a part of the recovery...      

1. Because we are not in the business of being an immediate responder, our response to the tornado was to support our local partners in their efforts. Very quickly, this resulted in being a “back up “ to the clinicians of Moore Youth and Family Services.  We helped staff the Moore Resource Center with our mental health staff, and re-assigned a full-time staff to help conduct assessments and begin doing clinical (therapy) work with children, youth, families and individuals. 

2. From this partnership blossomed an effort of providing group therapeutic groups for children on site at Moore Youth and Family.

3. Sunbeam Family Services has committed five clinicians to assist in touching every student in the Moore School District through a curriculum on coping.  Staff have been trained for implementation and will begin conducting groups in the schools once school starts.  Moore Youth and Family is coordinating this effort with Save the Children.

4. Sunbeam staff are also helping Moore Youth and Family in conducting staff (admin, principals, teachers, etc) of the district workshops on managing their own stressors from the tornado, learning new coping skills, and recognizing stressors/coping challenges for their students

5. Sunbeam is serving as a referral point for Moore School District personnel who need additional assistance for a longer term need.

6. We will also be helping those who were hospitalized or had a family death as well as Moore residents in general accessing and funding mental health services.  This role will include at least monthly contacts with those who were impacted as well as coordinating of funding resources for mental health services.

7. Our staff attend the weekly meeting of the long term recovery committee.  We will also be serving soon on the Spiritual and Emotional Care Subcommittee as well as the Unmet Needs Committee which connects resources to those in need.

CEO/Executive Director
CEO/Executive Director Jim Priest
Start Date Nov 2014

Jim Priest is a husband, dad, attorney, author and speaker. He has practiced law in Oklahoma for 34 years and has been consistently recognized as one of the best lawyers in the nation.  He has been actively involved in the non- profit community for many years, serving as a board member and president of the Regional Food Bank and on the boards of Habitat for Humanity, The Boy Scouts Last Frontier Council, The Bethany Public Schools Foundation, Calm Waters, The Brandon Whitten Institute for Addiction and Recovery in Ada, and Variety Health Center.  Priest also wrote a newspaper column in The Oklahoman for ten years entitled “Family Talk.”  He has served as an adjunct professor at Southern Nazarene University teaching business ethics in the MBA program and has also taught at Oklahoma City University School of Law on the subjects of Complex Litigation and Employment Law. Priest was honored in 2014 by the state wide organization, The Oklahoma Business Ethics Consortium, with its highest individual honor for ethics, the Executive Pilot award. 

Senior Staff
Deborah CopelandChief Operating Officer
Erin EngelkeChief External Relations Officer
Paula GatesEarly Childhood Services Director
Patrick O'KaneDirector of Senior Services
Kevin SonntagDirector of Counseling
Tracie StephensonHuman Resources Manager
Kristi WilsonChief Financial Officer
Midge WoodardFoster Care Director
Number of Full-time Staff 103
Number of Part-time Staff 24
Number of Contract Staff 0
Number of Volunteers 710
Staff Retention Rate 69
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Staff Demographics - Ethnicity
African American/Black 39
Asian American/Pacific Islander 0
Caucasian 69
Hispanic/Latino 16
Native American/American Indian 0
Staff Demographics - Gender
Male 8
Female 116
Organizational Plans
Fundraising Plan Under Development
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 3
Date Strategic Plan Adopted Sept 2011
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Sunbeam Family Services and Catholic Charities of Oklahoma City have partnered for the past two years to bring a Christmas Store, A Very Giving Christmas, to more than 600 clients of the two organizations.
Oklahoma Nonprofit Excellence (ONE) Award - Senior Services CategoryOklahoma Center for Nonprofits2009
Best Places to Work OKC Biz2015
Best Places to WorkOKC Biz2016
Doug Stussi Financial Stewardship AwardUnited Way2016
Government Licenses
Is your organization licensed by the government (federal, state and/or local)? Yes
Comments on Staff & Management
Foundation Staff Comments Sunbe
Board Chair
Name Mr. Tony Welch
Company Affiliation Community Volunteer
Term July 2017 to June 2018
Board of Directors
List Current as of July 01, 2017
Board of Directors List
Daniel Buckelew Voting
Peggy Burris Voting
Larry Davis Lawrence E. Davis PCVoting
Chris Dozier Voting
Cindy Fairchild Voting
Sarah Glick Voting
Nico Gomez Voting
Kelly Gray McLaughlin Family FoundationVoting
Steve Grigsby Community VolunteerVoting
Robert Harbison Voting
Chris Harrison Voting
Estela Hernandez Lonnestar Construction
Candy Herrald Community VolunteerVoting
David Loftis Home Instead Senior CareVoting
Austin Marshall
Mark Potts Voting
Joe Ray The Private Bank - Bank of OklahomaVoting
Sarah Roberts Inasmuch FoundationVoting
Robert Ruiz Voting
Phyllis Stong Community VolunteerVoting
John Turner Voting
Robin Waters Voting
Tony Welch Griffin CommunicationsVoting
Robert Wood Voting
Board Demographics - Ethnicity
African American/Black 3
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 3
Native American/American Indian 1
Other 0
Board Demographics - Gender
Male 8
Female 16
Standing Committees
Board Development / Board Orientation
Board Governance
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Current Fiscal Year
Fiscal Year July 01, 2017-June 30, 2018
Current Year Budgeted Total Income $14,695,764
Current Year Budgeted Total Expenses $14,728,809
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201720162015
Total Revenue$13,576,247$14,437,357$15,524,262
Total Expenses$14,147,880$13,648,921$7,511,896
Revenue Less Expenses($571,633)$788,436$8,012,366
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201720162015
Foundation and
Corporation Contributions
Government Contributions$10,987,856$10,795,928$4,694,482
Individual Contributions------
Investment Income, Net of Losses$35,639$29,835$17,629
Unrealized Gain/Loss$153,596$55,250$1,243,273
Membership Dues------
Special Events$6,428$78,890--
Revenue In-Kind--$502,751--
Expense Allocation
Fiscal Year201720162015
Program Expense$13,094,838$11,440,302$5,875,521
Administration Expense$709,991$1,923,730$1,460,330
Fundraising Expense$343,051$284,889$176,045
Payments to Affiliates------
Total Revenue/Total Expenses0.961.062.07
Program Expense/Total Expenses93%84%78%
Fundraising Expense/Contributed Revenue3%2%3%
Assets and Liabilities
Fiscal Year201720162015
Total Assets$22,690,709$24,591,185$25,170,662
Current Assets$1,370,832$1,420,317$4,063,438
Long-Term Liabilities$683,917$1,420,432$3,375,604
Current Liabilities$651,182$1,243,510$656,251
Total Net Assets$21,355,610$21,927,243$21,138,807
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities2.111.146.19
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets3%6%13%
Funding Sources
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountGovt - Unspecified $10,987,856Govt - Unspec $10,795,928Other $7,182,319
Second Highest Funding Source & Dollar AmountIndirect Public Support $1,036,391Indirect Public Support $966,244Govt - Unspec. $4,694,482
Third Highest Funding Source & Dollar AmountContributions $935,933Other $856,933Contributions $1,269,042
Capital Campaign
Currently in a Capital Campaign? No
Campaign Purpose Sunbeam Family Services launched our "Sunbeam: New Home, Forever Family" Capital Campaign last year. Our goal for the Campaign is $12 Million, with $10 Million towards the building and $2 Million towards our endowment. We are thrilled to announce that we concluded the "New Home, Forever Family" Capital Campaign in January 2014! We anticipate moving into our new space in fall 2014.
Campaign Goal $12,000,000
Campaign Dates Mar 2012 to Jan 2014
Amount Raised To Date $12,000,000 as of Mar 2015
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from the IRS Form 990s.

Contributions may include foundations and corporations when the breakout was not available.
Note:  FY 2016 and FY2015 Form 990s had other miscellaneous items recorded as revenue in order for the net assets to roll-forward properly.  Fiscal year 2016 had  $836,814 prior period adjustments and $55,250 Unrealized Gains/(Loss).  Fiscal year 2015 had $7,175,600 listed as "Other changes in net assets or fund balances (explain in Schedule O)" per page 12.

The financial information presented is obtained from the following sources: IRS Form 990, independent audit reports, financial statements – board approved when available, and supplemental information from the organization. We do not warrant or guarantee the timeliness, errors or inaccuracies. With respect to information regarding financial performance, nothing on this website should be interpreted as a statement or interpretation by OCCF staff.

Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
Address 1100 NW 14th St.
Oklahoma City, OK 73106
Primary Phone 405 528-7721
Give to Endowment
CEO/Executive Director Jim Priest
Board Chair Mr. Tony Welch
Board Chair Company Affiliation Community Volunteer


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