THE METHODIST OAKS: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE METHODIST OAKS (EIN 57-0342656)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-16
IRS object ID
202132289349303848
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-16T17:25:27-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570692602PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURKETT BURKETT & BURKETT CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2044AddressLine1Txt
CityWEST COLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29171ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570342656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE METHODIST OAKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMETHBusinessNameControlTxt
Phone8035341212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDY COXPersonNm
Person TitleCOOPersonTitleTxt
Phone8035341212PhoneNum
Signature2021-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW P HODGES CPAPreparerPersonNm
PTINP00905863PTIN
Phone8037943712PhoneNum
Preparation2021-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANDY COXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$21,337,846GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1956FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionTO PROVIDE SUPERIOR CONTINUING CARE RETIREMENT LIVING AND A WORKING ENVIRONMENT THAT NOURISHES THE HUMAN SPIRIT AND PRESERVES PERSONAL DIGNITY BY ADDRESSING THE WHOLE PERSON IN AN ATMOSPHERE WHICH WITNESSES CHRISTIAN VALUES AND LOVEActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee374TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$584,068PYContributionsGrantsAmt
CY Contributions Grants$888,389CYContributionsGrantsAmt
PY Program Service Revenue$17,620,515PYProgramServiceRevenueAmt
CY Program Service Revenue$18,187,867CYProgramServiceRevenueAmt
PY Investment Income$769,294PYInvestmentIncomeAmt
CY Investment Income$44,584CYInvestmentIncomeAmt
PY Other Revenue$230,826PYOtherRevenueAmt
CY Other Revenue$148,987CYOtherRevenueAmt
PY Total Revenue$19,204,703PYTotalRevenueAmt
CY Total Revenue$19,269,827CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,959,154PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,908,350CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,869,353PYOtherExpensesAmt
CY Other Expenses$9,408,147CYOtherExpensesAmt
PY Total Expenses$19,828,507PYTotalExpensesAmt
CY Total Expenses$18,316,497CYTotalExpensesAmt
PY Revenues Less Expenses-$623,804PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$953,330CYRevenuesLessExpensesAmt
Total Assets BOY$18,460,995TotalAssetsBOYAmt
Total Assets EOY$16,972,946TotalAssetsEOYAmt
Total Liabilities BOY$17,578,787TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,140,934TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$882,208NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,832,012NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE SUPERIOR CONTINUING CARE RETIREMENT LIVING AND A WORKING ENVIRONMENT THAT NOURISHES THE HUMAN SPIRIT AND PRESERVES PERSONAL DIGNITY BY ADDRESSING THE WHOLE PERSON IN AN ATMOSPHERE WHICH WITNESSES CHRISTIAN VALUES AND LOVEMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,918,399ExpenseAmt
Revenue$7,742,600RevenueAmt
DescPACEDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$8,466,541ExpenseAmt
Revenue$10,920,626RevenueAmt
DescRESIDENTIAL SERVICESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$970,802ExpenseAmt
Revenue$1,017RevenueAmt
DescSHEFFIELD MEDICALDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$14,355,742TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document214IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee374EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE METHODIST OAKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8035341212PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtKey EmployeeKeyEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ROBERT M JONES
PHYSICIAN40.00Yes (X)$205,285$0$0
ANDY COX
COO40.00$131,530$0$0Yes (X)
ROGER S EWING
CHIEF EXECUT40.00$126,291$0$0Yes (X)
VALDEKO KREIL
NURSING HOME40.00$125,168$0$0Yes (X)
REV GRAYSON L BLACKWELL
TRUSTEE1.00$0$0$0Yes (X)
WILLIAM BERT BRANNON
TRUSTEE1.00$0$0$0Yes (X)
REV PATTIE GORDON
TRUSTEE1.00$0$0$0Yes (X)
BISHOP JONATHAN HOLSTON
EX-OFFICIO1.00$0$0$0Yes (X)
CHARLIE H WILLIAMS III
TRUSTEE1.00$0$0$0Yes (X)
REV JOSEPH JAMES JR
TRUSTEE1.00$0$0$0Yes (X)
ROBERT F MCCURRY JR
TRUSTEE1.00$0$0$0Yes (X)
WILLIAM K BRUMBACH JR
TRUSTEE1.00$0$0$0Yes (X)
CHAD KEEFER
TRUSTEE1.00$0$0$0Yes (X)
REV GEORGE F MANIGO
TRUSTEE1.00$0$0$0Yes (X)
REV DR TIM MCCLENDON
TRUSTEE1.00$0$0$0Yes (X)
STEVEN MOIR
TRUSTEE1.00$0$0$0Yes (X)
REV KENNETH L NELSON
EX-OFFICIO1.00$0$0$0Yes (X)
MARY REESE
TRUSTEE1.00$0$0$0Yes (X)
REV BARBARA L REID
TRUSTEE1.00$0$0$0Yes (X)
ROBERT SCARBOROUGH
TRUSTEE1.00$0$0$0Yes (X)
REV JOYCE TIMMONS
HEALTH & WEL1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$588,274TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
ORANGE CUT RATE DRUG STORE INC
1144 RUSSELL STORANGEBURGSC29115MEDICAL/HEALTHC$799,678
TRMC
PO BOX 1306ORANGEBURGSC29118MEDICAL/HEALTHC$584,414
MEDLINE INDUSTRIES
DEPT CH 14400PALATINEIL60055MEDICAL/HEALTHC$503,158
PERFORMANCE FOODSERVICE
PO BOX 602286CHARLOTTENC28260NON-EMPLOYEE CO$436,659
NEXSEN PRUET JACOBS & POLLARD LLC
PO BOX 2426COLUMBIASC29202NON-EMPL. COMP.$273,177108 RED CYPRESS LANDING
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Government Grants$600,636GovernmentGrantsAmt
All Other Contributions$287,753AllOtherContributionsAmt
Total Contributions$888,389TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT REVENUE623000$17,718,011$17,718,011
USE OF QUARTERS623000$395,186$395,186
MEALS623000$74,670$74,670
FieldValueIRS element (for citing)
Total Program Service Revenue$18,187,867TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,403TotalRevenueColumnAmt
Exclusion$41,403ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,071,200SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,068,019SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,181SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,181TotalRevenueColumnAmt
Related Or Exempt Func Income$3,181RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business623990BusinessCd
Total Revenue Column$148,987TotalRevenueColumnAmt
Related Or Exempt Func Income$148,987RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$148,987OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,269,827TotalRevenueColumnAmt
Related Or Exempt Func Income$18,340,035RelatedOrExemptFuncIncomeAmt
Exclusion$41,403ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$463,106TotalAmt
Program Services$205,285ProgramServicesAmt
Management And General$257,821ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,535,779TotalAmt
Program Services$5,883,932ProgramServicesAmt
Management And General$651,847ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$42,177TotalAmt
Program Services$30,139ProgramServicesAmt
Management And General$12,038ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,124,595TotalAmt
Program Services$960,648ProgramServicesAmt
Management And General$163,947ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$742,693TotalAmt
Program Services$507,255ProgramServicesAmt
Management And General$235,438ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$420,064TotalAmt
Program Services$866ProgramServicesAmt
Management And General$419,198ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$119,079TotalAmt
Program Services$19,873ProgramServicesAmt
Management And General$99,206ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$42,332TotalAmt
Program Services$4,681ProgramServicesAmt
Management And General$37,651ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,982,909TotalAmt
Program Services$1,819,959ProgramServicesAmt
Management And General$162,950ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$42,160TotalAmt
Program Services$40,430ProgramServicesAmt
Management And General$1,730ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$402,005TotalAmt
Program Services$259,499ProgramServicesAmt
Management And General$142,506ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$947,295TotalAmt
Program Services$386,826ProgramServicesAmt
Management And General$560,469ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$705,463TotalAmt
Program Services$426,974ProgramServicesAmt
Management And General$278,489ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PURCHASED SERVICES$2,212,876$1,947,866$265,010
SUPPLIES$1,078,022$1,071,119$6,903
OTHER$517,878$181,254$336,624
FOOD$390,725$390,725

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$547,339TotalAmt
Program Services$218,411ProgramServicesAmt
Management And General$328,928ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,316,497TotalAmt
Program Services$14,355,742ProgramServicesAmt
Management And General$3,960,755ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$955,339BOYAmt
EOY$2,081,454EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$695,735BOYAmt
EOY$995,762EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$35,501BOYAmt
EOY$70,119EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$71,910BOYAmt
EOY$73,554EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$45,287,594LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,886,358LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,265,953BOYAmt
EOY$12,401,236EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,250,372BOYAmt
EOY$1,171,188EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$186,185BOYAmt
EOY$179,633EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,460,995BOYAmt
EOY$16,972,946EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,607,865BOYAmt
EOY$3,032,445EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,004,051BOYAmt
EOY$3,401,589EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$5,890,595BOYAmt
EOY$7,684,575EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,076,276BOYAmt
EOY$1,022,325EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,578,787BOYAmt
EOY$15,140,934EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,380,874BOYAmt
EOY$996,622EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,263,082BOYAmt
EOY$835,390EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$882,208BOYAmt
EOY$1,832,012EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,460,995BOYAmt
EOY$16,972,946EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$953,330ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,526NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHURCHES OF THE SC METHODIST CONFERENCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN570327882EIN
Organization Type1OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$238,212SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$238,212SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,133,393BeginningYearBalanceAmt
Contributions$159,451ContributionsAmt
Investment Earnings Or Losses$27,138InvestmentEarningsOrLossesAmt
Other Expenditures$2,737,798OtherExpendituresAmt
End Year Balance$582,184EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,650,160BeginningYearBalanceAmt
Contributions$153ContributionsAmt
Investment Earnings Or Losses-$126,920InvestmentEarningsOrLossesAmt
Other Expenditures$390,000OtherExpendituresAmt
End Year Balance$3,133,393EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,396,111BeginningYearBalanceAmt
Contributions$212,438ContributionsAmt
Investment Earnings Or Losses$46,508InvestmentEarningsOrLossesAmt
Other Expenditures$4,899OtherExpendituresAmt
End Year Balance$3,650,160EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,268,863BeginningYearBalanceAmt
Contributions$110,992ContributionsAmt
Investment Earnings Or Losses$40,678InvestmentEarningsOrLossesAmt
Other Expenditures$24,422OtherExpendituresAmt
End Year Balance$3,396,111EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,942,573BeginningYearBalanceAmt
Contributions$268,461ContributionsAmt
Investment Earnings Or Losses$63,355InvestmentEarningsOrLossesAmt
Other Expenditures$5,526OtherExpendituresAmt
End Year Balance$3,268,863EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.49590PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.50410TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,059,417OtherCostOrOtherBasisAmt
Book Value$1,059,417BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,338,552OtherCostOrOtherBasisAmt
Depreciation$25,494,408DepreciationAmt
Book Value$10,844,144BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,962,522OtherCostOrOtherBasisAmt
Depreciation$1,738,454DepreciationAmt
Book Value$224,068BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,100,365OtherCostOrOtherBasisAmt
Depreciation$4,899,433DepreciationAmt
Book Value$200,932BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$826,738OtherCostOrOtherBasisAmt
Depreciation$754,063DepreciationAmt
Book Value$72,675BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,401,236TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LINE OF CREDIT$964,307
CAPITAL LEASE$58,018
FieldValueIRS element (for citing)
Total Liability$1,022,325TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$19,266,302TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,525NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,525RevenueNotReportedAmt
Revenue Subtotal$19,269,827RevenueSubtotalAmt
Total Revenue Per Form990$19,269,827TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,316,497TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$18,316,497ExpensesSubtotalAmt
Total Expenses Per Form990$18,316,497TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE METHODIST OAKS' ENDOWMENT CONSISTS OF 8 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT M JONESPersonNm
TitlePHYSICIANTitleTxt
Base Compensation Filing Org$205,285BaseCompensationFilingOrgAmt
Total Compensation Filing Org$205,285TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO PROVIDE SUPERIOR CONTINUING CARE RETIREMENT LIVING AND A WORKING ENVIRONMENT THAT NOURISHES THE HUMAN SPIRIT AND PRESERVES PERSONAL DIGNITY BY ADDRESSING THE WHOLE PERSON IN AN ATMOSPHERE WHICH WITNESSES CHRISTIAN VALUES AND LOVE
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE CEO AND COO AND SIGNED BY THE COO.
FORM 990, PAGE 6, PART VI, LINE 12CALL OFFICERS, DIRECTORS OR COMMITTEE MEMBERS SHALL ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PAGE 6, PART VI, LINE 15ATHE METHODIST OAKS RELIES ON STATE AND NATIONAL ASSOCIATION COMPENSATION REPORTS IN THE SETTING OF THE SALARY OF THE CEO AND KEY EMPLOYEES. THE BOARD OF THE METHODIST OAKS IS INFORMED OF THE SALARY LEVEL.
FORM 990, PAGE 6, PART VI, LINE 15BTHE HUMAN RESOURCES DEPARTMENT OF THE METHODIST OAKS RESEARCHES A JOB DESCRIPTION THAT MOST ACCURATELY DESCRIBES THE DUTIES OF THE KEY EMPLOYEE AND RESEARCHES STATE AND NATIONAL ASSOCIATION COMPENSATION SURVEY TO ADVISE THE CEO OF APPROPRIATE PAY RANGES. THE CEO IS RESPONSIBLE FOR THE FINAL ESTABLISHING OF THE SALARY. SALARIES OF ALL EMPLOYEES ARE AVAILABLE TO THE BOARD OF TRUSTEES OF THE METHODIST OAKS.
FORM 990, PAGE 6, PART VI, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SHEFFIELD MEDICAL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesHOUSINGPrimaryActivitiesTxt
Legal Domicile StateSCLegalDomicileStateCd
Total Income$918,684TotalIncomeAmt
End Of Year Assets$5,609,274EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE METHODIST OAKS FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
EIN471063890EIN
Primary ActivitiesINACTIVEPrimaryActivitiesTxt
Legal Domicile StateSCLegalDomicileStateCd
Exempt Code Section501ExemptCodeSectionTxt
Public Charity Status12APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1METH OAKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OAKS MANAGEMENT INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 327AddressLine1Txt
CityORANGEBURGCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29116ZIPCd
FieldValueIRS element (for citing)
EIN462506230EIN
Primary ActivitiesINACTIVEPrimaryActivitiesTxt
Legal Domicile StateSCLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CORPEntityTypeTxt
Ownership1.00000OwnershipPct
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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