2023-11-14T10:42:00-06:00 2022-12-31 710355269 LANDMARK PLC CPAS P O BOX 10148 FORT SMITH AR 729170148 990 2022-01-01 730928419 BIG FIVE COMMUNITY SERVICES INC BIGF 5809245331 1502 N FIRST AVENUE DURANT OK 74701 SHELLI CAMPBELL CHIEF FINANCIAL OFFICER 5809245331 2023-11-08 1 SHELLI CAMPBELL 999009999 0 DEANA A INFIELD P00440603 4794845740 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHELLI CAMPBELL 1502 N FIRST AVENUE DURANT OK 74701 21676849 0 X WWW.BIGFIVE.ORG X 1971 OK WE EXIST TO STRENGTHEN THE EDUCATIONAL, SOCIAL, AND ECONOMIC WELL-BEING OF INDIVDIUALS AND FAMILIES AS THEY MOVE TOWARD INDEPENDENCE AND SELF-SUFFICIENCY. 15 15 325 2317 0 0 17398640 19782008 97989 91213 29836 51388 123238 1752240 17649703 21676849 0 0 0 0 8958472 9677549 0 0 0 7813582 9407549 16772054 19085098 877649 2591751 12347730 14944487 8414597 8419603 3933133 6524884 X BIG FIVE WAS ORGANIZED UNDER THE ECONOMIC OPPORTUNITY ACT OF 1964 TO COOPERATE AND ASSIST GOVERNMENTAL AND PRIVATE AGENCIES TO IDENTIFY, ADDRESS, AND ERADICATE THE CAUSES AND CONDITIONS OF POVERTY WITHIN ITS SERVICE AREA. BIG FIVE PROVIDES SERVICES SUCH AS: HEAD START, TRANSPORTATION, AND HOUSING. 0 0 12002995 152599 HEAD START/EARLY HEAD START PROGRAM - PREPARES CHILDREN FROM LOW-INCOME FAMILIES TO SUCCEED IN SCHOOL BY PROVIDING BASIC SKILLS. THE AGES OF THE CHILDREN RANGE FROM 0-5 YEARS OLD. THE GOAL IS TO HELP THEM IMPROVE THEIR READINESS FOR SCHOOL BY HELPING THEM GROW MENTALLY, SOCIALLY, EMOTIONALLY, AND PHYSICALLY. THIS PROGRAM ALSO PROVIDES FREE MEALS TO IMPROVE NUTRITION AND ALSO PROVIDES FREE MEDICAL AND DENTAL SERVICES. A TOTAL OF 1,637 CHILDREN, INFANTS, AND TODDLERS WERE FUNDED, 1,535 HEAD START AND 102 EARLY HEAD START, IN 105 CLASSROOMS OF WHICH 36 WERE IN COLLABORATION WITH PUBLIC SCHOOL SYSTEMS AND CHILD CARE FACILITIES IN THE 23 COUNTY SERVICE AREA. 362576 173800 HOUSING - PROVIDES HOUSING TO PERSONS OF LOW AND MODERATE INCOME, SUBJECT TO REGULATION BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) AS TO RENTAL CHARGES AND OPERATING METHODS. QUALIFYING TENANTS ARE CHARGED A REDUCED RENT. 1280871 264 TRANSPORTATION PROGRAM - PROVIDES LOW COST TRANSIT SERVICES FOR LOW-INCOME, ELDERLY, AND HANDICAP PERSONS TO ENHANCE ACCESS TO JOBS, SCHOOLS, MEDICAL APPOINTMENTS, MEAL SITES, AND SHOPPING. THIS PROGRAM HAS A FLEET OF OVER 47 VEHICLES RANGING IN SIZE FROM 20-PASSENGER TO 4-PASSENGER ADA MICRO BUSES AND ALL SORT VEHICLES IN THE FLEET ARE ADA EQUIPPED. FOR 2022, THERE WAS OVER 481,734 MILES DRIVEN TO SERVE 60,896 PASSENGER TRIPS IN A 4-COUNTY AREA. 961734 1515592 961734 1515592 14608176 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 257 0 1 325 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X SHELLI CAMPBELL CHIEF FINANCIAL OF 5809245331 1502 N FIRST AVENUE DURANT OK 74701 JARVIS DOBBS MEMBER 1.00 X 0 0 0 KENNY HOWARD MEMBER 1.00 X 0 0 0 CAROLYN MCELROY MEMBER 1.00 X 0 0 0 BETTY SUE TOW MEMBER 1.00 X 0 0 0 JOHNNY WARD MEMBER 1.00 X 0 0 0 DERESA GRAY MEMBER 1.00 X 0 0 0 PAMELA ROBINSON SECRETARY 1.00 X X 0 0 0 RON JACOBS VICE CHAIRMAN 1.00 X X 0 0 0 JD SPOHN CHAIRMAN 1.00 X X 0 0 0 GERALD PARKS MEMBER 1.00 X 0 0 0 PAT MCCULLOUGH MEMBER 1.00 X 0 0 0 CHARLES CANIDA MEMBER 1.00 X 0 0 0 PAT FOUNTAIN MEMBER 1.00 X 0 0 0 BONNIE LEMONS MEMBER 1.00 X 0 0 0 JUDY SANCHEZ-FERNANDEZ MEMBER 1.00 X 0 0 0 KENT WATSON EXECUTIVE DIRECTOR 40.00 X 158680 0 13856 KEVIN STINSON CHIEF OPERATING OFFICER 40.00 X 138764 0 7957 SHELLI CAMPBELL CHIEF FINANCIAL OFFICER 40.00 X 96800 0 8356 394244 0 30169 2 0 1 0 PLAYTIME PLAYGROUNDS 786 CULVER RD FALKVILLE AL 35622 PLAYGROUND MAINTENANCE/REPAIRS 1351235 FINISH LINE FUELS INC PO BOX 100 BIXBY OK 74008 FUEL 242066 QUILL CORPORATION PO BOX 37600 PHILADEPHIA PA 19101 CLASSROOM SUPPLIES 172438 LAKESHORE LEARNING MATERIALS 6300 N MAY AVE OKLAHOMA CITY OK 73112 CLASSROOM SUPPLIES 115559 BEN E KEITH CO 601 E 7TH ST FORT WORTH TX 76102 FOOD 112861 6 18850894 931114 14282 19782008 RENTAL REVENUE 531110 91213 91213 91213 51388 51388 1198 0 1198 1198 OTHER REVENUE 900099 1751042 1751042 1751042 21676849 1842255 0 52586 X 445293 445293 7022854 4906479 2116375 2209402 1675463 533939 79598 79598 2054263 2046179 8084 2392737 2243008 149729 658313 576345 81968 685505 628771 56734 1413730 106032 1307698 541255 458023 83232 FOOD 843621 839324 4297 REPAIRS AND MAINTENANCE 738527 683259 55268 19085098 14608176 4476922 0 1383030 3979639 1231933 1043123 1170661 1914494 8264 6776 180000 180000 1304724 19132 2103 4035 20169431 12383849 7052315 7785582 14700 11706 12347730 14944487 1770292 1629893 415304 2159646 3942540 3818810 2286461 811254 8414597 8419603 X 3933133 6524884 3933133 6524884 12347730 14944487 2591751 0 X X 0 1 X 1 1 1 X 15200540 16801558 16313468 17398640 19782008 85496214 2171175 2646910 3103328 3058445 3113521 14093379 17371715 19448468 19416796 20457085 22895529 99589593 99589593 38771 47265 46646 29836 51388 213906 85826 655064 125042 123238 1751042 2740212 102543711 482466 0.97120 0.98660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 428450 428450 5538217 2403897 3134320 1158324 1096736 61588 13044440 8883216 4161224 7785582 OTHER CONSOLIDATED LIABILITIES 11700 CHDO PROCEEDS RESTRICTED FOR REINVESTMENT 799554 811254 X 24790370 3113521 3113521 21676849 0 21676849 22198619 3113521 3113521 19085098 0 19085098 PART X, LINE 2: BIG FIVE QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR STATE STATUTE AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL AND STATE INCOME TAX PURPOSES. B5 IS A LIMITED PARTNERSHIP AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL AND STATE INCOME TAX PURPOSES. RATHER, INCOME AND LOSSES OF THE PARTNERSHIP ARE ALLOCATED DIRECTLY TO BIG FIVE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. FASB CODIFICATION TOPIC INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE ORGANIZATION TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE ORGANIZATION AND DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADJUSTMENT OR DISCLOSURE UNDER THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. BIG FIVE FILES INFORMATIONAL "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX" (FORM 990) IN THE U.S. FEDERAL JURISDICTION. B5 FILES PARTNERSHIP INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN OKLAHOMA. X 0 0 0 0 0 0 0 0 0 KENT WATSON EXECUTIVE DIRECTOR 158680 0 0 0 0 0 7581 0 6275 0 172536 0 0 0 DH HOUSING LIMITED PARTNERSHIP SUBSIDIARY OF ORGANIZATION PURCHASED LAND AND RENTAL PROPERTY FROM BIG FIVE COMMUNITY SERVICES, INC. X 180000 180000 0 1 1 180000 X SUPPLIES 40 14282 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 WAS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL TO FILE. THE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS WITH A RECOMMENDATION FROM THE FINANCE COMMITTEE TO FILE THE FORM 990 AND ALL OF THE ATTACHED SCHEDULES. FORM 990, PART VI, SECTION B, LINE 12C THE MANAGEMENT TEAM CONSISTS OF THE OFFICERS AND KEY EMPLOYEES. THE MANAGEMENT TEAM MONITORS THE ACTIVITIES OF THE PROGRAMS TO ENSURE THAT A CONFLICT OF INTEREST INVOLVING ANY OFFICER OR DIRECTOR IS IN COMPLIANCE WITH THE POLICIES OF BIG FIVE. THE DISCLOSURE WOULD BE DISCUSSED WITH THE EXECUTIVE DIRECTOR AND THEN TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS WOULD DETERMINE THE NEXT COURSE OF ACTION REGARDING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES (HR) DEPARTMENT CONDUCTS A WAGE COMPARABILITY STUDY APPROXIMATELY EVERY THREE YEARS. THE EXECUTIVE DIRECTOR REVIEWS THE SALARIES OF THE OFFICERS AND KEY EMPLOYEES ANNUALLY. THE BOARD OF DIRECTORS REVIEW THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY IN EXECUTIVE SESSION OF THE BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION DOCUMENTS (I.E. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AUDIT REPORT, FINANCIAL STATEMENTS, ETC.) ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE IN THE CENTRAL OFFICE, LOCATED AT 1502 N. FIRST AVENUE, DURANT, OKLAHOMA. UPON REQUEST, THE DOCUMENTS WOULD BE AVAILABLE FOR VIEWING FROM THE CHIEF FINANCIAL OFFICER. FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 2,016,291. MANAGEMENT AND GENERAL EXPENSES 8,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,024,375. CORE & INTENSIVE SERVICES: PROGRAM SERVICE EXPENSES 29,888. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,888. FORM 990, PART XII, LINE 2C THE PROCESS OF REVIEWING 990 HAS NOT CHANGED FROM PRIOR YEAR. B5 HOUSING PARTNERS LP PO BOX 371 DURANT OK 74701 261731408 RENTAL REAL ESTATE OK BIG FIVE COMMUNITY SERVICES INC RENTAL 0 1 1.00000 MCSHA FINANCIAL GROUP -TR LLC 551 WILSON ST DURANT OK 74701 204018612 RENTAL REAL ESTATE OK N/A 0 0 DURANT AFFORDABLE HOUSING ASSOCIATES-1 LP 551 WILSON ST DURANT OK 74701 204043189 RENTAL REAL ESTATE OK N/A 0 0 BIG FIVE-ERC HOUSING COMPANY LLC 4107 MASSARD ROAD FORT SMITH AR 72903 331010988 RENTAL REAL ESTATE OK N/A 0 0 BIG FIVE-ERC HOUSING COMPANY II LLC 4107 MASSARD ROAD FORT SMITH AR 72903 208607690 RENTAL REAL ESTATE OK N/A 0 0 BIG FIVE DH PARTNERS LLC 1502 NORTH 1ST STREET DURANT OK 74701 455508085 RENTAL REAL ESTATE OK BIG FIVE COMMUNITY SERVICES INC RENTAL 0 0 0.00010 LARKSPUR VILLAGE ASSOCIATES LP 1511 LARKSPUR LANE DURANT OK 74701 721610054 RENTAL REAL ESTATE OK BIG FIVE COMMUNITY SERVICES INC RENTAL -8 185 0 1 0.00500 DH HOUSING PARTNERS LP 1502 NORTH 1ST STREET DURANT OK 74701 455561692 RENTAL REAL ESTATE OK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0