2018-10-11T17:29:00-07:00 2017-12-31 204091940 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2017-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott Morgan Sr VP of Fin 2018-10-11 true Tim L Roberts CPA P00000948 9187491040 2017 2018-06-14 16:35:46Z Steven Dickie 4134 E 31st St Tulsa OK 74135 22874897 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. 26 26 327 186 0 3417254 3708410 18268292 18670603 281108 327156 405575 168728 22372229 22874897 0 0 10184296 10708759 1958 200 245517 10286083 11254384 20472337 21963343 1899892 911554 68802532 71231289 51050135 51994231 17752397 19237058 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 20407156 18670603 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 member.Governance Three new members joined the OMM Board of Directors: Rick Evans, Kerry Malone and Brenda Self.In September the Generation to Generation capital campaign passed the goal of $8.5 million. The success of the campaign was enabled by 170 generous gifts.Phase II of the Generation to Generation Campaign was launched. The new cabinet involves 12 volunteers. The goal is to raise the funds needed to build a Community Life Center.In October groundbreaking occurred for the new three-story Assisted Living Center. The building will include a new main kitchen, office space, a salon and a new dining venue. After the Assisted Living residences open OMM will build two memory care assisted living households each serving 12 residents. Wellness Initiatives Our commitment to changing the way people age moved Oklahoma Methodist Manor to expand its vision of Whole Person Wellness. Katie Cox was promoted to Vice President of Wellness and the five staff members whose roles include life enrichment and spiritual life joined with the wellness team.The number of members using the Spann Wellness Center averaged over 1,205 visits a month. Classes cover a wide range of physical needs including balance, strength, range of motion, flexibility, arthritis, osteoporosis and endurance. Annual fitness screening gives a baseline for individualized program goals. Private training services are offered.Over 90% of community members in residential living have completed orientation in the Spann Wellness Center. The Spann Wellness Center was visited by 90 people at least once a week.Rock Steady Boxing was introduced for the members of OMM community who have a diagnosis of Parkinson's. Currently, there are five participants. The Rock Steady Boxing Class meets twice a week and is an hour-long class.The Senior Strong Class was featured in the American Fitness Magazine- Winter 2017 issue.OperationsDuring the year 33 new members moved into residential living accommodations. The average number of people receiving services was 382. This includes people living in independent residential living, assisted living, nursing and rehabilitative care, and skilled memory care.The Project Management Team remodeled 7 villas and 3 patio homes in 2017.The Housekeeping and Maintenance teams completed an average of 2,745 work orders per month in 2017. Together the departments processed over 33,000 work orders during the year with 84% completed within 24 hours.The Transportation Team averaged 150 transports a month in 2017.The Dining Services Team prepared an average of 17,200 meals per month.Health Care All newly hired health care and assisted living caregivers participated in Eden training. OMM served as a clinical site for doctors in the Family Practice Residency Program at OU who are going through the Geriatrics Rotation.OMM was a clinical site for students in OU, ORU and Tulsa Techs licensed nursing programs.OMM served as a clinical site for Certified Nursing Assistant students.Financial assistance from the Supplemental Aid Fund was provided to 13 Medicaid recipients.Throughout 2017, 320 individuals moved into the Healthcare Households, most of whom experienced a short-term, rehabilitative stay following a hospitalization. The average length of a rehabilitative stay was 26 days. This was an increase of 105 individuals from the prior year, and they completed their rehabilitation nearly ten days sooner than in 2016.In contrast, many individuals call the Households home and live out their days surrounded by their OMM family.A three-year grant to bring NICHE (Nurses Improving the Care of Health-system Elders) concluded in 2017. This training was primarily the work of Joanne Alderman and is based upon rigorous study and application of best practices to assess and treat chronic conditions prevalent in Elders. Another goal of the program was to increase the collaboration between licensed nurses and certified nursing assistants through communication practices known as huddles.Community PartnershipsCommunity Members devoted an average of 200 hours per month volunteering on campus, with many more hours in service off campus at churches, hospitals, the airport, Meals on Wheels, and several other organizations.OMM partners with other mission related organizations and charities for the betterment of the Tulsa community. These partners include United Methodist churches including Spot 31 tutoring program at St. Matthews UMC, The Bridges Foundation, The 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. 20407156 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 52 0 true 327 true false false false false false false false false 0 false false false false false false false false false false X 26 26 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 Larry Christian 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 Director 1.00 0.00 X 0 0 0 Gary R Belitz Vice President 1.00 0.00 X 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 Cindy Havlik Director 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 President 1.00 0.00 X 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 Scott Morgan Sr VP of Fin. 40.00 0.00 X 128567 0 7714 Steven Dickie CEO 40.00 0.00 X 161666 0 76569 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 131321 0 13452 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 119466 0 17613 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 121633 0 18338 662653 133686 5 false true false CDS Project Management 2105 West Concord Circle Broken Arrow OK 74012 Construction 1386546 Boomer Solutions 5415 S 125th E Ave Tulsa OK 74146 Pharmacy 119909 2 3708410 166321 3708410 Health Center 623000 7909677 7909677 Residential Living 623000 6612764 6612764 Assisted Living 623000 2144643 2144643 Amortization-member fees 623000 1712298 1712298 Misc. Resident Charges 623000 291221 291221 18670603 327156 327156 0 25325 25325 0 0 0 0 0 Upgrades 623000 79963 79963 Employee/Guest Meals 41261 41261 Other Revenue 623000 22179 22179 143403 22874897 18772745 393742 0 0 0 0 796339 692815 103524 0 7879331 7015328 683164 180839 245379 171862 67948 5569 1147400 1073544 67826 6030 640310 569556 61269 9485 0 13729 13729 21300 21300 0 200 200 0 144607 133645 10962 146550 117452 26563 2535 262614 212612 9553 40449 194599 174431 20168 0 0 31236 18352 12884 0 21883 21883 809032 809032 0 3192542 3167315 25227 354149 267899 86250 Food Service 1481312 1481312 Therapy 1371055 1371055 Utilities 876516 876516 Maintenance 849577 839136 10441 1483683 1393411 89862 410 21963343 20407156 1310670 245517 0 6197210 7659751 2789043 3395577 851302 947298 0 0 0 83897 60252 2473062 2162130 71117383 22101392 48757402 49015991 0 7650616 7990290 0 0 0 68802532 71231289 1069980 1035880 29314 23912 17168185 16191012 32782656 34743427 51050135 51994231 X 8449614 7036811 4852139 7743231 4450644 4457016 17752397 19237058 68802532 71231289 911554 573107 X false true X true false X 4807234 1905031 2313412 3417254 3708410 16151341 14741448 16502970 17769185 18268291 18670603 85952497 40940 39751 84030 20598 168728 354047 0 0 19589622 18447752 20166627 21706143 22547741 102457885 0 3797620 645668 498654 1386630 340535 6669107 3797620 645668 498654 1386630 340535 6669107 95788778 176343 277459 279780 276460 327156 1337198 0 176343 277459 279780 276460 327156 1337198 0 0 19765965 18725211 20446407 21982603 22874897 103795083 0.92290 0.92040 0.01290 0.01200 X 5225156 206372 866612 269336 6028804 4815364 302405 349818 242433 5225156 4868175 350000 -162374 240437 4815364 4677073 261259 165105 235262 4868175 1157865 3160756 474993 116542 4677072 0.36000 0.64000 false true true 2548347 2548347 56289847 16881713 39408134 6087744 1910293 4177451 3468389 2328119 1140270 2723056 981267 1741789 49015991 7990290 Refundable Fees 23703231 Unearned Income 11040196 34743427 X 23448004 573107 573107 22874897 22874897 21963343 21963343 21963343 Part V, Line 4: Intended uses of the endowment fund. The Manor's endowments consist of twenty-three individual donor-restricted funds and two board-restricted funds established to benefit operations and specific funds. 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, there were explicit donor stipulations that after the donor's death, the remaining principal will be placed in permanently restricted endowments held and invested by the Foundation. In addition, the donors instructed that only earnings are to be paid to the Manor as unrestricted or temporarily restricted distributions. The board-restricted funds are held with OKUMF and Tulsa Community Foundation (TCF.) The Organization's investment policies, including distribution and spending policies, apply to the board-restricted funds. 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. OKUMF funds are placed with Wespath Investment Management which is a division of Wespath Benefits and Investments, a general agency of The United Methodist Church. The Manor's 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, 2017 and 2016 the return on fund assets was 16.9% and 7.3%, respectfully. The MAF assets were $7.25 billion as of January 31, 2018, and has an expense ratio of 0.67%. 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, 2017, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false false Steven Dickie CEO 161666 17609 58960 238235 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 12/31/17), a Note Payable (approx. $16,191,012 balance as of 12/31/17). Loan payments made during the fiscal year were $977,173. 9 166321 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