2020-09-02T14:51:30-07:00 2019-12-31 453705962 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2019-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott M Morgan Sr VP of Fin 2020-09-02 true Tim L Roberts CPA P00000948 9187491040 2019 2021-01-29 14:40:06Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 21497587 false X www.ommtulsa.org X 1956 OK IN THE SPIRIT OF CHRIST, THE MISSION OF OKLAHOMA METHODIST MANOR IS TO IMPROVE THE QUALITY OF LIFE FOR SENIORS BY PROVIDING HOUSING, NUTRITION AND HEALTH CARE SERVICES THAT MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF EACH RESIDENT. 27 27 311 160 0 1667461 1581392 19004033 19453042 380663 350100 155571 113053 21207728 21497587 0 0 10411021 10882161 4140 1380 108704 10632381 10648364 21047542 21531905 160186 -34318 71919622 80304488 53246059 60801899 18673563 19502589 IN THE SPIRIT OF CHRIST, THE MISSION OF OKLAHOMA METHODIST MANOR IS TO IMPROVE THE QUALITY OF LIFE FOR SENIORS BY PROVIDING HOUSING, NUTRITION AND HEALTH CARE SERVICES THAT MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF EACH RESIDENT. BUILDING ON CHRISTIAN PRINCIPLES AND A COMMITMENT TO CONTINUOUS IMPROVEMENT, OUR VISION IS TO BE THE PREEMINENT PARTNER IN OFFERING A COMPREHENSIVE CARE COMMUNITY FOR SENIOR ADULTS AND THEIR FAMILIES. false false 20072580 19453042 OMM served an average of 386 people providing a full continuum of care including independent residential living, assisted living, rehabilitative therapy, nursing care and skilled memory care.GovernanceSusie Butterworth served as President of the Board. The 27-member board meets monthly and is responsible for upholding the mission and setting the strategic direction for the organization.The Member Council includes 12 elected residents. The Council advises the CEO and senior staff on issues that affect community life and assists with communications and public relations.FinanceSound levels of cash reserves were maintained throughout the year ranging from 122 to 148 days cash on hand. The year ended with $6.9 million of unrestricted cash. Total Campus Occupancy (334 residences) ranged from 91% to 96% averaging 93% for the year.Operating expenses for member services consistently stayed below fees received.PhilanthropyPhase I of the Generation to Generation Campaign is complete. The new three-story Holliman Center is open and is home to 40 residents, a new main kitchen, Cypress Grille restaurant, Tranquility Wellness Spa, and Churchill Creative Studio.Funding for Phase II of the Generation to Generation Campaign was secured. The funds will be used to construct two new Memory Care Assisted Living Households and a Community Life Center. With help from dozens of campaign volunteers, the donors responded with hundreds of individual gifts, pushing the overall total to over $13.4 million.The Marshall-Gaddy House is made possible by Paula Marshall in honor of her mother and godmother. The Barnes House is made possible by Jim and Mary Barnes. Each one-story, free-standing household will feature 12 private rooms, common spaces, and attractively landscaped outdoor spaces.With the official move to the new Holliman Center, OMM was able to provide building materials from the old building to three other Tulsa area non-profit organizations. Donations included windows, doors, HVAC units, microwaves, cabinets, sinks and many other household items.The 14,000 sq. ft. Community Life Center will feature a theater, stage, event seating for over 250 people. Construction on all three buildings is projected to be complete in mid-2021.WellnessThe Supplemental Aid Fund provided financial assistance to 24 Medicaid recipients.The Supplemental Aid Campaign raised $83,254 which was a 62% increase over 2018. The Employee Appreciation Fund raised $69,575 which was a 47% increase over 2018. The member-operated Bargain Basement thrift store earned $8,446 for the Supplemental Aid Fund.Funds were raised for the pilot program for Student Interns from Nathan Hale High School. Donors provided over $27,000 to host eight students for a semester.WellnessMore than 50% of OMM community members in Independent Living and Assisted Living participated in the Senior Fitness Test.There were over 12,000 visits to fitness classes that were offered by the Wellness Team.During the Maintain Dont Gain Challenge 85% of the members that participated either improved or maintained muscle and fat ratio over the holiday season.OMM became a Dementia Friendly Community and provided dementia support and training to members on a monthly basis. OMM Member Volunteer "Movie Techs" showed 50 movies to the community. OMMs Own Summer School Teachers taught 102 of their fellow Members: Emily Wood, Around the World with the Tulsa Global Alliance; Doris Piatak, Adept at Dailiness: Contemporary Women Poets Speak to Us; Kenneth Weston, Basics of DNA and Life; Sue Venable, C.S. Lewis: The Man and His Writings and Donald Hertzler, Wondering about Water.OperationsTotal campus occupancy (334 residences) averaged 93%.The Project Management Team remodeled seven villas and patio homes in 2019. The Housekeeping and Maintenance teams completed 51,000 work orders in 2019.Approximately 87% of these work orders were completed within 24 hours of submission.The Transportation Team completed 2,675 trips in 2019.The Dining Services Team served approximately 223,000 meals in 2019.A full day of Red Carpet Customer Service training was provided to 38 employees.Health ServicesAll new caregivers received training in the Eden Alternative. Additionally, an initiative started in 2019 delivered condensed Eden Alternative training to 90 employees of the Operations team. Since 2013, OMM has trained 129 persons as fully Certified Eden Associates.OMM received a 3 Star rating from the Centers for Medicare & Medicaid Services (CMS). The 2019 annual survey was our best in several years, and we expect the rating to rise to four stars within 2020. We continue to earn commendation for our clinical quality and robust caregiver-to-resident ratio.OMM served as a clinical site for students in OU, ORU and Tulsa Techs nursing programs.In 2019, two Administrators-in-Training completed internships at OMM as part of the requirements to become licensed as Long-Term Care Administrators in Oklahoma. These 560-hour internships prepare the student for federal and state licensure exams and offer a learning experience that will benefit them throughout their careers.Throughout 2019, 359 individuals moved into the Health Care Households, most of whom experienced a short-term, rehabilitative stay following a recent hospitalization. The average length of a rehabilitative stay was 18.4 days. Both numbers represent new records.Community PartnershipsOMM provided housing for Project Transformation volunteers during their summer camp program for children from low-income communities.OMM provided low-cost housing for two Home Missionaries helping with flood relief.Space use agreements provided office space for Plumbline Counseling Ministry and Petra Kids- an orphanage in Uganda.The Habitat for Humanity Deconstruction team was able to salvage 120 cabinets with sinks and faucets, 55 doors, 38 mini-fridges, 38 microwaves, 12 tank toilets, 17 A/C units, 10 windows and many other items from the old Holliman Building prior to demolition. All the dining and living room furniture in the building was donated to The Gatesway Foundation and Home of Hope.OMM partners with other organizations and charities for the betterment of the Tulsa community. These partners include Spot 31 tutoring program at Hope UMC, Alzheimers Association, Community Food Bank, Goodwill, H.O.W. Foundation, St. Francis Hospital Neonatal ICU, Ronald McDonald House, and others.The Student-Artist-In-Residence Program flourished in 2019 with two students participating in the program from ORU one in the Spring and one in the Fall semester. Two theatrical productions were presented to the OMM community where eight elders from the Households participated. In the fall semester, the ORU media department documented the workshops, performance and the impact the SAIR program has on OMM.OMM partnered with OSU and hosted two Health Education and Promotion interns that completed 800 hours of observation, application and implementation of a special project Manor Madness for the members. OMM also partnered with TU Master of Athletic Training and hosted eight students that completed 15 hours of observation each in the Spann Wellness Center.Needlecrafters This group, which is made up of OMM Members and two devoted off-campus needle workers, shares fellowship as they knit and crochet caps for newborn babies that are delivered to the St. Johns Hospital nursery and Ronald McDonald House. they provided approximately 135 caps to welcome these little ones to the world. Caring Mat-ters These volunteers continued their great work of repurposing plastic grocery bags into portable mats that are distributed to the homeless of our city. They gather weekly to prep the bags and crochet them into blankets. Each of these gifts of comfort takes about 70 hours to complete. 20072580 true true false false false false false false false true true true false false true true true false false false false false false false false false false false false true false false false false false true false true true false false false false true false false false true 90 0 true 311 true false false false false false false false 0 false false false false false false false X 27 27 false false false false false true false true true false false true true true true true true true false false OK X Scott M Morgan 9187432565 4134 East 31st Street Tulsa OK 74135 Steven Dickie CEO 40.00 0.00 X 226422 0 28104 Scott Morgan Sr VP of Fin. 40.00 0.00 X 136397 0 8184 MATTHEW LOYD VP OF HEALTH SVCS 40.00 0.00 122265 0 19634 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 125414 0 14820 CARI OWENS VP OF SALES & MKT 40.00 0.00 125380 0 13783 Bill Peterson VP of HR 40.00 0.00 108898 0 11394 Sara Bailey Director 1.00 0.00 X 0 0 0 Gary R Belitz Director 1.00 0.00 X 0 0 0 Mary Bundren Director 1.00 0.00 X 0 0 0 Susie Butterworth President 1.00 0.00 X X 0 0 0 Patricia Cobb Director 1.00 0.00 X 0 0 0 Charles Cole Director 1.00 0.00 X 0 0 0 Curtis Craig Director 1.00 0.00 X 0 0 0 Meredith Davison Director 1.00 0.00 X 0 0 0 Sharon Earley Treasurer 1.00 0.00 X X 0 0 0 Rick Evans Director 1.00 0.00 X 0 0 0 Sarah Everett Director 1.00 0.00 X 0 0 0 Bob Funk Director 1.00 0.00 X 0 0 0 Tim Harris Director 1.00 0.00 X 0 0 0 Craig Jones Director 1.00 0.00 X 0 0 0 Dave McCarthy Director 1.00 0.00 X 0 0 0 John Miller Director 1.00 0.00 X 0 0 0 Lynnwood Moore Director 1.00 0.00 X 0 0 0 Kay Owens Director 1.00 0.00 X 0 0 0 Robert Perugino Director 1.00 0.00 X 0 0 0 Rollie Rhodes Director 1.00 0.00 X 0 0 0 David Runnels Director 1.00 0.00 X 0 0 0 Beverly K Smith Director 1.00 0.00 X 0 0 0 Kerry Malone Stancavage Director 1.00 0.00 X 0 0 0 Jim Taylor Vice President 1.00 0.00 X X 0 0 0 Stan Teter Secretary 1.00 0.00 X X 0 0 0 Virgina Walker Director 1.00 0.00 X 0 0 0 Rev Cindy Havlik Ex Officio 1.00 0.00 X 0 0 0 Bishop Jimmy Nunn Advisor 1.00 0.00 X 0 0 0 Bill Junk Advisor 1.00 0.00 X 0 0 0 844776 95919 6 false true false CDS Project Management PO Box 1588 Broken Arrow OK 74013 Construction 945121 Summit Care Inc 6830 W 121st Ct Overland Park KS 66209 Therapy services 805145 Spellman Brady & Company 8251 Maryland Ave St Louis MO 63105 Interior planning 335475 Landmark Outdoor Services 10901 E 11th St Tulsa OK 74128 Grounds Care 338803 SilverTree Technology LLC 4021 S Harvard Tulsa OK 74135 I.T. services 315510 5 1581392 200947 1581392 Health Center 623000 7996838 7996838 Residential Living 623000 7400856 7400856 Assisted Living 623000 2299211 2299211 Amortization-member fees 623000 1506764 1506764 Misc. Resident Charges 623000 249373 249373 19453042 347735 347735 0 14797 14797 0 2365 2365 2365 2365 0 0 0 Employee Meals 50378 50378 Other Revenue 623000 38570 38570 Upgrades 623000 9308 9308 98256 21497587 19500920 415275 0 0 0 0 399107 358877 37037 3193 0 8491207 7615914 796152 79141 250482 201990 48492 1090229 1030316 59727 186 651136 578824 68679 3633 0 6568 6568 26400 26400 0 1380 1380 0 163930 149515 11924 2491 178412 158085 20327 221327 192803 12256 16268 187155 166436 20719 0 0 48267 14031 34236 0 46275 44455 1820 713212 713212 0 3273806 3239347 34459 376437 289824 86613 Food Service 1540872 1540872 Therapy Services 1140847 1140847 Maintenance 1139550 1130724 8826 Utilities 953162 953162 632144 553346 78206 592 21531905 20072580 1350621 108704 0 6155972 3828289 2438410 1961930 953664 906578 0 0 0 59361 81470 165574 207963 87742879 24122943 53047971 63619936 0 7359257 8221025 0 0 1739413 1477297 71919622 80304488 2015497 2801963 12239 400015 15179511 20294312 36038812 37305609 53246059 60801899 X 2591850 12705091 16081713 6797498 18673563 19502589 71919622 80304488 -34318 863344 X false true X true false X 2313412 3417254 3708410 1667461 1581392 12687929 17769185 18268291 18670603 19004032 19453042 93165153 84030 20598 168728 155571 115418 544345 0 0 20166627 21706143 22547741 20827064 21149852 106397427 0 498654 1386630 340535 293423 2519242 498654 1386630 340535 293423 2519242 103878185 279780 276460 327156 380663 347735 1611794 0 279780 276460 327156 380663 347735 1611794 0 0 20446407 21982603 22874897 21207727 21497587 108009221 0.96180 0.95530 0.01490 0.01460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4377278 863345 218798 5021825 4939568 -319571 242719 4377278 4438128 6372 721524 226456 4939568 4248403 102405 298314 210994 4438128 4624358 -150694 225261 4248403 1.00000 false true true 2840722 2840722 76369255 18709457 57659798 2774127 1362781 1411346 3889674 2708576 1181098 1869101 1342129 526972 63619936 8221025 Refundable Fees 26699530 Unearned Income 10255009 other unearned and reservation fees 215744 unearned membership fees 135326 37305609 X 22360931 863344 863344 21497587 21497587 21531905 21531905 21531905 Part V, Line 4: Intended uses of the endowment fund. The Manor's beneficial interest in endowments consist of individual donor-restricted endowments and established to benefit operations and specific programs. The endowments resulted from Charitable Gift Annuity contracts or other agreements between the donor and The Oklahoma United Methodist Foundation (OKUMF) located in Oklahoma City, Oklahoma. In all cases, donors stipulated that after the donor's death, the remaining principal will be placed in permanently restricted endowments held and invested by OKUMF for the exclusive benefit of the Manor. In addition, the donors instructed that distributions are to be paid to the Manor as without restrictions or with restrictions. OKUMF places the Manor's endowment funds with Wespath Investment Management which is a division of Wespath Benefits and Investments, a general agency of The United Methodist Church. The endowment funds are invested in the Wespath Multiple Asset Fund (MAF). The investment style of this fund is 65% Equities and 35% fixed income. For the years ended December 31, 2019 and 2018 the return on fund assets was 20.3% and (6.9%), respectfully. The MAF assets were $6.1 billion as of December 31, 2019, and has an expense ratio of 0.58%.The OKUMF's investment objective is to achieve superior, long-term performance, while at the same time maximizing current income. Investment goals are formulated to earn returns over the long term that equal or exceed the spending policy rates plus the impact of inflation. Part X : FIN48 Footnote THE MANOR HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES.) THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE ADOPTION DATE AND AT DECEMBER 31, 2019, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false Steven Dickie CEO 226422 28104 254526 Part I, Line 1a: Relevant information in regards to selections on 1a. Dave McCarthy See below Bank loan, LOC false Schedule L, Part V Supplemental Information Dave McCarthy, Senior Vice President at Prosperity Bank and a Board member. Prosperity Bank is where Oklahoma Methodist Manor, Inc. has a $2,000,000 Line of Credit ($0 outstanding as of 12/31/19), two Notes Payable ($20,294,312 balance as of 12/31/19). Loan payments made during the fiscal year were $1,061,290. X 200947 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE RETURN WAS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS BEFORE IT WAS FILED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts OFFICERS, DIRECTORS, AND KEY EMPLOYEES (IF ANY) ARE INCLUDED. THE RESPONDERS INDICATE IF THERE IS ANY POTENTIAL CONFLICT, THE CFO AND CEO WILL INITIALLY REVIEW CONFLICTS WITH AUDIT FIRM THEN REVIEW IT WITH THE BOARD TREASURER AND PRESIDENT IF THE CONFLICT IS NOT IN COMPLIANCE WITH THE POLICY. THERE HAVE BEEN NO CONFLICTS PRESENTED FOR REVIEW OR RESTRICTIONS IMPOSED. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE COMPENSATION FOR THE CEO IS APPROVED BY THE EXECUTIVE COMMITTEE AFTER COMPLETING A REVIEW OF COMPARABLE DATA. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available BY REQUEST THE OK UNITED METHODIST FOUNDATION 4201 CLASSEN BOULEVARD OKLAHOMA CITY OK 73118 730758119 MANAGES ENDOWMENT FUNDS OK N/A false false false false false false false false false false false false false false false false false false false false