2017-08-14T12:37:12-07:00 2016-12-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2016-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott Morgan Sr VP of Fin 2017-08-14 true Tim L Roberts CPA P00000948 9187491040 2016 2021-01-29 14:40:06Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 22372229 false false X www.ommtulsa.org X 1956 OK 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. 25 25 322 129 0 2313412 3417254 17769185 18268292 273990 281108 145084 405575 20501671 22372229 0 0 9820521 10184296 630 1958 177771 10537327 10286083 20358478 20472337 143193 1899892 66832930 68802532 51082431 51050135 15750499 17752397 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 18930940 18653269 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.We had 36 new members move to residential living during the year. The total average number of people receiving services was 390, living in independent residential living, assisted living, nursing and rehabilitative care, and skilled memory care.Governance Four new members joined the OMM Board of Directors: Larry Christian, Sarah Everett, Bob Perugino and Beverly Smith.The Generation to Generation campaign will replace the current Assisted Living residences with a 3-story building that also will house the main kitchen, offices and a expanded dining venue. Additionally, OMM will build two memory care homes, each serving 12 residents. The Member Council are elected representatives from each of the residential living neighborhoods (Felt House, Patio and Lakeside Homes, Villas and Crestwood). The Council advised the CEO on issues that affect community life and aided with communications and public relations. Officers during 2016 were, President, Steve Lance, Vice President, Richard Hedger, and Secretary, Howard Plowman. Officers elected to serve in 2017 are President, Vicky Langston, Vice President, Wayne Taylor and Secretary, Mae Timmons.The Board of Reference, an advisory group of past board members, held their annual meeting in September, 2016. This body meets to receive an annual update of the organization and to provide input to the CEO and key staff.Wellness Programs The number of members using the Spann Wellness Center averaged over 1,200 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.The Senior Fitness Test was administered to 87 people (58 women and 29 men). The test includes six stations: Sit to Stand, Up & Go, Arm Curls, 6 Minute Walk, Sit & Reach and Back Scratch. The test provides valuable information for those seeking to slow down the effects of aging.Health Care All newly hired health care and assisted living caregivers participate in Eden training. OMMs commitment to person-centered care is demonstrated through sponsoring these caregivers to go on to become Certified Eden Associates. (The Eden Alternative is dedicated to creating quality of life for Elders. http://www.edenalt.org)Oklahoma Methodist Manor is the recipient of grant funding to participate in the Music & Memory Program, made possible by the generosity of LeadingAge Oklahoma and a grant from the Oklahoma State Department of Health. The grant has funded the purchase of 20 iPod Shuffles, a laptop computer to maintain the song library and training in the program for the staff members leading the effort.The OMM Chaplain, Wellness Nurse, Social Services Coordinator and the Director of Members Services are certified leaders of Powerful Tools for Caregivers a course that promotes physical, emotional and social wellness for caregivers. OMM offered the 6-week course twice during 2016 and the course was attended by a mix of OMM residents and caregivers from the Tulsa community.OMM served as 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.There were 16 Medicaid recipients who received financial assistance from OMMs Supplemental Aid Fund.Deborah Kriegh, MDS Coordinator, was honored as one of Oklahomas Top 100 Nurses.The American Association of Nurse Assessment Coordination (AANAC) recognized Rhonda Hanan as Director of Nursing (DON) of the Year. Deborah Kriegh, was chosen Nurse Assessment Coordinator (NAC) of the Year. The NICHE program (Nurses Improving Care for Healthsystem Elders) was recognized as the Best Practice of the Year.OMM achieved a full 5 Star rating as awarded by the Centers for Medicare & Medicaid Services (CMS).Life EnrichmentOMM celebrated its 60th anniversary with a big bash, birthday for Members and an open house for the Tulsa communityLynette Bennett Danskin (member of the OMM residential community) was crowned MS Senior OK 2016.The average total attendance at Life Enrichment activities was 1,035 per month.There were 4 New Member Receptions, 16 theme parties, 25 concerts, 17 day trips, 26 lifelong learning programs.OMM had record attendance of 417 Members and their families and guests during Christmas at the Manor.Members enjoyed 2 overnight trips.OMMs Arts & Crafts Show highlighted the creations of 17 members. Great Decisions discussion group had 12 Members participate. Twenty-two Members participated in the OMM Chorus. Two Members gave fascinating presentations on their own leadership involvement in significant moments in history: Donna Shirley as Manager of Mars Exploration when Mars Pathfinder and the Sojourner Rover landed on Mars and Kent Frizzell as lead U.S. negotiator in the standoff at Wounded Knee. Community PartnershipsThe residential community had 129 active volunteers serving in the Tulsa community and on campus.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, Alzheimers Association, City-County Library system, 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.Provided low-cost housing for a missioner on staff with Restore Hope.Hosted at 2-day symposium on Changing the Status Quo for People Living with Dementia and The Eden Alterative for area providers, family caregivers and interested residents and friends. 18930940 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 false false false false false false false false true false false false false true 24 0 true 322 true false false false false false false false false 0 false false false false false false false false false false X 25 25 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 John White 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 Dan Peil Director 1.00 0.00 X 0 0 0 Jim Taylor 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 Chairman 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 118805 0 7128 Steven Dickie CEO 40.00 0.00 X 162972 0 59340 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 118011 0 11824 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 109824 0 16115 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 108652 0 17790 618264 112197 5 false true false CDS Project Management 2105 West Concord Circle Broken Arrow OK 74012 Construction 760042 Summit Care 6830 W 121st Ct Overland Park KS 66209 Rehabilitation 939767 Sysco Food Service PO Box 1127 Norman OK 73070 Food Service 484509 US Food Service PO Box 973118 Dallas TX 753973118 Food Service 464602 Omnicare of Tulsa Dept 781668 PO Box 78000 Detroit MI 482781668 Phamacutical Service 389722 5 3417254 3417254 Member Fees and Income 623000 11642919 11642919 Residential Living 623000 6398738 6398738 Other Resident Charges 623000 226635 226635 18268292 276461 276461 0 20598 20598 0 4647 4647 4647 4647 0 0 0 Upgrades 623000 184950 184950 Other Revenue 623000 165480 165480 Employee/Guest Meals 34547 34547 384977 22372229 18623369 331606 0 0 0 0 730463 635503 94960 0 7657033 6672356 836846 147831 186042 127260 54402 4380 998979 941750 50989 6240 611779 550056 54872 6851 0 5951 5951 19200 19200 0 1958 1958 0 127704 117891 9813 142404 121063 21341 251705 233120 8096 10489 195206 175654 19552 0 0 36522 15842 20680 0 51598 51576 22 862974 862974 0 2812372 2787145 25227 350861 309005 41856 Therapy 1456399 1456399 Food Service 1434235 1434235 Maintenance 860251 852580 7671 Utilities 808621 808621 870080 777910 92170 20472337 18930940 1363626 177771 0 5817240 6197210 2010677 2789043 875119 851302 0 0 0 90988 83897 2845743 2473062 69364936 20607534 48697312 48757402 0 6495851 7650616 0 0 0 66832930 68802532 1070111 1069980 23243 29314 18112056 17168185 31877021 32782656 51082431 51050135 X 8432696 8449614 2969565 4852139 4348238 4450644 15750499 17752397 66832930 68802532 1899892 102006 X false true X true false X 268192 4807234 1905031 2313412 3417254 12711123 12265342 14741448 16502970 17769185 18268291 79547236 40940 39751 84030 20598 185319 0 0 12533534 19589622 18447752 20166627 21706143 92443678 0 3797620 645668 498654 1386630 6328572 3797620 645668 498654 1386630 6328572 86115106 113337 176343 277459 279780 276460 1123379 0 113337 176343 277459 279780 276460 1123379 0 0 12646871 19765965 18725211 20446407 21982603 93567057 0.92040 0.91780 0.01200 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4815364 302405 349818 242433 5225156 4868175 350000 -162374 240437 4815364 4677073 261259 165105 235262 4868175 1157865 3160756 474993 116542 4677072 1086403 5005 130722 64265 1157865 0.15000 0.85000 false true true 2422883 2422883 55925919 15562403 40363516 4669074 1692053 2977021 3746732 2563805 1182927 2600328 789273 1811055 48757402 7650616 UNEARNED REVENUE 32782656 32782656 X 22474235 102006 102006 22372229 22372229 20472337 20472337 20472337 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 year 2016 the fund earned 7.3% and had an expense ratio of 0.64%. 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, 2016, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false false Steven Dickie CEO 162972 16148 43192 222312 Part I, Line 1a: Relevant information in regards to selections on 1a. 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