Nonprofit · EIN 81-0684291
SOMMERSET NEIGHBORHOOD INCORPORATED
Tax-exempt · OKLAHOMA CITY, OK 73170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,773,999 | $1,255,869 | $1,518,130 | $0 | $0 | $0 |
| September 30, 2024 | 990 | $2,915,147 | $3,025,543 | -$110,396 | $12,882,224 | $14,405,416 | -$1,523,192 |
| March 31, 2024 | 990 | $5,699,720 | $6,385,742 | -$686,022 | $12,628,235 | $15,852,835 | -$3,224,600 |
| March 31, 2023 | 990 | $5,156,996 | $6,341,655 | -$1,184,659 | $13,075,914 | $15,622,524 | -$2,546,610 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $987,111
- Investment income
- $1,786,373
- Net gain from sales of assets
- $1,780,840
- Other revenue
- $515
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $465,510
- Salaries, compensation and benefits (total)
- $568,526
- Professional fundraising fees
- $0
- Legal fees
- $147,829
- Occupancy
- $113,564
- Depreciation
- $79,753
- Program services (functional)
- $942,039
- Management and general (functional)
- $313,830
Balance sheet and other
- Total assets, start of year
- $12,882,224
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $6,993,159
- Employees
- 123
- Volunteers
- 3
- Year formed
- 2016
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JESSICA GUILLORY | EXECUTIVE DIRECTOR Officer | 40 | $99,649 | $9,637 |
| TERRI SHIRROD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOUG WILSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TIM SHEAHAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E DEANN EATON | CEO/VP/SECRETARY Trustee or director, Officer | 0 | $0 |
| ANGIE JULIAN | CFO/TREASURER Trustee or director, Officer | 0 | $0 |
| MARIE TRIGG | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| JESSICA GUILLORY | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| E DEANN EATON | CEO/VP/SECRETARY Trustee or director, Officer | 0 | $0 | $1,143,874 | $40,053 |
| ANGIE JULIAN | CFO/TREASURER Trustee or director, Officer | 0 | $0 | $212,552 | $20,642 |
| JESSICA GUILLORY | EXECUTIVE DIRECTOR Officer | 40 | $99,762 | $0 | $21,137 |
| MARIE TRIGG | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| E DEANN EATON | CEO/VP/SECRETARY Trustee or director, Officer | 5 | $0 | $320,294 | $45,080 |
| ANGIE JULIAN | CFO/TREASURER Trustee or director, Officer | 5 | $0 | $191,002 | $11,022 |
| BLAKE SHAY WALLACE | DIRECTOR OF SALES AND MARKETING Highest-paid employee | 1 | $0 | $108,563 | $778 |
| JESSICA GUILLORY | EXECUTIVE DIRECTOR Officer | 40 | $0 | $96,805 | $11,958 |
| REGNER RIDER | BOARD CHAIR (TERM ENDED 7/2022) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARIE TRIGG | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1601 SW 119TH ST, OKLAHOMA CITY, OK 73170-4902
- In care of
- % ANDRE HAWKINS
- Mailing address (990-N for 2015)
- 10701 Montgomery Blvd NE Suite F, Albuquerque NM 87111
- Principal officer (990 for 2024)
- KATRINA BYWATER, 1 WEST MAIN ST STE 303, MEDFORD, OR 97501
- Signed the 990
- KATRINA BYWATER, VP OF FINANCE & ACCOUNTING
- Phone
- (405) 691-9221
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
AS AN EXPRESSION OF OUR CHRISTIAN MISSION, SOMMERSET NEIGHBORHOOD ENDEAVORS TO ENHANCE THE WELL-BEING FOR OUR RESIDENTS THROUGH QUALITY CARE AND SERVICES WITH COMPETENCE AND COMPASSION.
Program accomplishments
- SOMMERSET NEIGHBORHOOD, INC. (SOMMERSET) IS AN OKLAHOMA NONPROFIT FORMED IN FISCAL YEAR 2016 FOR THE PURPOSE OF OPERATING AN ASSISTED LIVING AND MEMORY CARE FACILITY IN OKLAHOMA CITY, OKLAHOMA, WHICH INCLUDES 106 ASSISTED LIVING BEDS AND 20 UNITS OF MEMORY CARE.IN MARCH 2025, SOMMERSET NEIGHBORHOOD SOLD THE ASSETS AND OPERATIONS OF ITS ASSISTED LIVING AND MEMORY CARE FACILITY IN OKLAHOMA CITY. SEE SCHEDULE N, PART II FOR FURTHER INFORMATION.Expenses $942,039 · revenue $987,111
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-0684291
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Income (IRS master file)
- $6,993,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,773,999 | $1,255,869 | $0 | XML |
| 990 | September 2024 | $2,915,147 | $3,025,543 | $12,882,224 | XML |
| 990 | March 2024 | $5,699,720 | $6,385,742 | $12,628,235 | XML |
| 990 | March 2023 | $5,156,996 | $6,341,655 | $13,075,914 | XML |
| 990 | March 2022 | $4,175,713 | $5,471,320 | $13,657,855 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
| 990-N for 2015 | March 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0684291).
Questions about SOMMERSET NEIGHBORHOOD INCORPORATED
- What is the EIN of SOMMERSET NEIGHBORHOOD INCORPORATED?
- The employer identification number (EIN) of SOMMERSET NEIGHBORHOOD INCORPORATED is 81-0684291.
- Is SOMMERSET NEIGHBORHOOD INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to SOMMERSET NEIGHBORHOOD INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOMMERSET NEIGHBORHOOD INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOMMERSET NEIGHBORHOOD INCORPORATED due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOMMERSET NEIGHBORHOOD INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOMMERSET NEIGHBORHOOD INCORPORATED?
- The 990 for the year ended September 30, 2025 names KATRINA BYWATER.
- Who are the officers and directors of SOMMERSET NEIGHBORHOOD INCORPORATED?
- The 990 for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $99,649 (JESSICA GUILLORY, EXECUTIVE DIRECTOR).
- How much revenue does SOMMERSET NEIGHBORHOOD INCORPORATED have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,773,999, expenses of $1,255,869 and total assets of $0 at year end.
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All nonprofits in OKLAHOMA CITY · Oklahoma · Housing and shelter