2019-08-21T14:09:21-07:00 2018-12-31 453705962 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2018-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott M Morgan Sr VP of Fin 2019-08-21 true Tim L Roberts CPA P00000948 9187491040 2018 2019-02-21 02:37:17Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 21207728 false 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. 28 28 307 170 0 3708410 1667461 18670603 19004033 327156 380663 168728 155571 22874897 21207728 0 0 10708759 10411021 200 4140 144929 11254384 10632381 21963343 21047542 911554 160186 71231289 71919622 51994231 53246059 19237058 18673563 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 19498244 19004033 Oklahoma Methodist Manor (OMM) served an average of 380 persons throughout a full continuum of care including independent residential living, assisted living, rehabilitative therapy, nursing care and skilled memory care.GovernanceSusie Butterworth was named President of the Board. Jim Taylor was installed as Vice President. Bob Funk stepped down after serving for six years as President.The 28-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 representatives. The Council advises the CEO and senior staff on issues that affect community life and assists with communications and public relations.PhilanthropyPhase II of the Generation to Generation Campaign secured 49 new or renewed commitments totaling $2.1 million. To date $3.9 million has been raised toward $4.9 million needed to fund the new Community Life Center.Progress continues on the new three-story Holliman Assisted Living Center. The building will include a new main kitchen, office space, a salon and a new dining venue. It is scheduled to be ready for move-in in the fall of 2019.Once the existing structure is demolished work will begin on two memory care assisted living households each serving 12 residents.In addition, construction will begin on the Community Life Center.The Supplemental Aid Fund provided financial assistance to 20 Medicaid recipients.WellnessJennifer Rawlings was hired as Vice President of Wellness. She leads a team of eight staff members whose roles include wellness, life enrichment and spiritual life.Over 90% of community members in residential living have completed orientation in the Spann Wellness Center. Over 100 people visited SWC at least once a week. The average was 61 visits a day. The member-run Bargain Basement thrift store earned $7,700 for the Supplemental Aid Fund. OperationsTotal campus occupancy (337 residences) was 93%.The Project Management Team remodeled eight villas and patio homes in 2018. The Housekeeping and Maintenance teams completed 50,400 work orders in 2018.Approximately 85% of these work orders were completed within 24 hours of submission.The Transportation Team completed 2,550 trips in 2018.The Dining Services Team served approximately 220,000 meals in 2018.A full day of Red Carpet Customer Service training was provided to 83 employees. Health ServicesAll new caregivers received training in the Eden Alternative. Since 2013, OMM has trained 129 Certified Eden Associates.OMM received a 3 Star rating from the Centers for Medicare & Medicaid Services (CMS). Work continues on efforts to improve survey performance, and we are proud to receive recognition for our robust caregiver-to-resident ratio.OMM served as a clinical site for students in OU, ORU and Tulsa Techs nursing programs. OMM also served as a clinical site for doctors in the Family Practice Residency Program at OU.Throughout 2018, 343 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 22.6 days.Twenty-six individuals moved into the Holliman Living Center throughout 2018. The average length of stay in Holliman is more than 14 months.Community PartnershipsOMM partners with other organizations and charities for the betterment of the Tulsa community. These partners include Spot 31 tutoring program at St. Matthews UMC, Alzheimers Association, Community Food Bank, Goodwill, H.O.W. Foundation, St. Francis Hospital Neonatal ICU, Neighbor for Neighbor, and others.OMM provided housing for 13 college-age Project Transformation volunteers during their summer camp program for children from low-income communities.OMM provided low-cost housing for two Home Missionaries on staff with Restore Hope.The Student-Artist-In-Residence Program was launched which will introduce Drama Therapy into the long-term care households. During the spring semester of 2019 an ORU student will be living with the elders at OMM, presenting workshops and planning for a theatrical production to be presented in May. 19498244 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 false false false true false true true false false false false true false false false true 49 0 true 307 true false false false false false false false false 0 false false false false false false false false false false false false X 28 28 false false false false false true false true true false false true true true true true true true false false OK X Scott Morgan 9187432565 4134 East 31st Street Tulsa OK 74135 Gail Runnels Director 1.00 0.00 X 0 0 0 Mary Bundren Director 1.00 0.00 X 0 0 0 Tim Harris Director 1.00 0.00 X 0 0 0 John Miller Director 1.00 0.00 X 0 0 0 Audrey Thompson Director 1.00 0.00 X 0 0 0 Meredith Davison Director 1.00 0.00 X 0 0 0 Sara Bailey Director 1.00 0.00 X 0 0 0 Craig Jones Director 1.00 0.00 X 0 0 0 Rick Evans Director 1.00 0.00 X 0 0 0 Patricia Cobb Director 1.00 0.00 X 0 0 0 Dave McCarthy Director 1.00 0.00 X 0 0 0 Susie Butterworth Vice President 1.00 0.00 X X 0 0 0 Gary R Belitz Director 1.00 0.00 X 0 0 0 Sharon Earley Treasurer 1.00 0.00 X X 0 0 0 Sarah Everett Director 1.00 0.00 X 0 0 0 Charles Cole Director 1.00 0.00 X 0 0 0 Rollie Rhodes Director 1.00 0.00 X 0 0 0 Bishop Jimmy Nunn Advisory Direct 1.00 0.00 X 0 0 0 Bill Junk Advisory Direct 1.00 0.00 X 0 0 0 Virginia Walker Director 1.00 0.00 X 0 0 0 Jim Taylor Director 1.00 0.00 X 0 0 0 Rev Cindy Havlik Ex Officio 1.00 0.00 X 0 0 0 Robert Perugino Director 1.00 0.00 X 0 0 0 Beverly K Smith Director 1.00 0.00 X 0 0 0 Lynnwood Moore Director 1.00 0.00 X 0 0 0 Robert Funk Chairman 1.00 0.00 X X 0 0 0 Brenda Self Director 1.00 0.00 X 0 0 0 Stan Teter Secretary 1.00 0.00 X X 0 0 0 Kay Owens Director 1.00 0.00 X 0 0 0 Kerry Malone Stancavage Director 1.00 0.00 X 0 0 0 Scott Morgan Sr VP of Fin. 40.00 0.00 X 132424 0 7945 Steven Dickie CEO 40.00 0.00 X 219827 0 25004 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 131164 0 14065 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 124079 0 18850 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 121015 0 19409 Bill Peterson VP of HR 40.00 0.00 X 105727 0 12538 834236 97811 6 false true false CDS Project Management 2105 West Concord Circle Broken Arrow OK 74012 Construction 820810 Boomer Solutions 5415 S 125th E Ave Tulsa OK 74146 Pharmacy 237479 Key Personnel PO Box 21228 Tulsa OK 74121 Temp Agency 167280 Landmark Outdoor Services 10901 E 11th St Tulsa OK 74128 Grounds Care 181218 4 1667461 123502 1667461 Health Center 623000 8060089 8060089 Residential Living 623000 6849800 6849800 Assisted Living 623000 2199766 2199766 Amortization-member fees 623000 1629703 1629703 Misc. Resident Charges 623000 264675 264675 19004033 380663 380663 0 28438 28438 0 0 0 0 0 Upgrades 623000 53696 53696 Employee Meals 45231 45231 Other Revenue 623000 28206 28206 127133 21207728 19085935 454332 0 0 0 0 834236 742470 83424 8342 0 7609032 6800126 773794 35112 230602 159983 70619 1113814 1017142 96478 194 623337 555603 65834 1900 0 8668 8668 25200 25200 0 4140 4140 0 164865 147681 12595 4589 179905 160196 19709 279431 180025 8754 90652 204209 182127 22082 0 0 51040 26757 24283 0 30535 30535 763001 763001 0 3140203 3114905 25298 361223 274610 86613 Food Service 1466262 1466262 Therapy 1294683 1294683 Maintenance 941183 930698 10485 Utilities 895193 895193 826780 756247 70533 21047542 19498244 1404369 144929 0 7659751 6155972 3395577 2438410 947298 953664 0 0 0 60252 59361 160601 165574 77994413 24946442 49015991 53047971 0 7990290 7359257 0 0 2001529 1739413 71231289 71919622 1035880 2015497 23912 12239 16191012 15179511 34743427 36038812 51994231 53246059 X 7036811 2591850 7743231 11624697 4457016 4457016 19237058 18673563 71231289 71919622 160186 -723530 -151 X false true X true false X 1905031 2313412 3417254 3708410 1667461 13011568 16502970 17769185 18268291 18670603 19004032 90215081 39751 84030 20598 168728 155571 468678 0 0 18447752 20166627 21706143 22547741 20827064 103695327 0 645668 498654 1386630 340535 293423 3164910 645668 498654 1386630 340535 293423 3164910 100530417 277459 279780 276460 327156 380663 1541518 0 277459 279780 276460 327156 380663 1541518 0 0 18725211 20446407 21982603 22874897 21207727 105236845 0.95530 0.92290 0.01460 0.01290 X 4939568 -319571 242719 4377278 4438128 6372 721524 226456 4939568 4248403 102405 298314 210994 4438128 4624358 -150694 225261 4248403 4429524 261259 156536 222961 4624358 1.00000 false true true 2808929 2808929 56916727 18967893 37948834 6677111 2201392 4475719 3839945 2610131 1229814 7751701 1167026 6584675 53047971 7359257 Refundable Fees 24939450 Unearned Income 10541461 other unearned and reservation fees 193964 unearned membership fees 363937 36038812 X 20484198 -723530 -723530 21207728 21207728 21047542 21047542 21047542 Part V, Line 4: Intended uses of the endowment fund. The Manor's endowments consist of twenty-three individual donor-restricted endowments and established to benefit operations and specific programs. All of 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 exclusive benefit of the Manor. In addition, the donors instructed that distributions are to be paid to the Manor as unrestricted or temporarily restricted distributions. 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, 2018 and 2017 the return on fund assets was 6.5% and 16.9%, respectfully. The MAF assets were $5.8 billion as of January 31, 2018, and has an expense ratio of 0.62%.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, 2018, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false false Steven Dickie CEO 219827 25004 244831 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 $500,000 Line of Credit ($0 outstanding as of 12/31/18), a Note Payable (approx. $15,179,511 balance as of 12/31/18). Loan payments made during the fiscal year were $1,011,501. X 8 123502 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(S). 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 OKLAHOMA 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