2014-09-02T16:36:14-07:00 2013-12-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2013-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Thomas A Smith Treasurer 2014-09-02 true Tim L Roberts P00000948 9187491040 2013 2015-11-30 17:44:51Z 19766485 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. 30 28 328 50 0 268192 4807234 12265342 14706944 113337 -14791 96723 12646871 19596110 0 0 8684142 9520202 486 0 137419 6962603 8943102 15647231 18463304 -3000360 1132806 62934220 66400224 47211152 49264878 15723068 17135346 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 17063885 14741448 Governance and Strategic PlanningExceptional boards measure organizational impact and evaluate their own performance, discuss and debate issues and open doors and connections. BoardSource The Handbook of Nonprofit GovernanceSatisfaction surveys were conducted in Assisted Living, Skilled Nursing Care, Residential Living, and from Employees. The results were used to set goals for improvement and to give direction to the Strategic Plan.As part of the strategic priorities, OMM purchased 6 properties in the adjacent subdivision during 2013. This initiative is funded by specific donations and other unrestricted contributions. The goal is to add 10 acres to the OMM 40-acre campus as space for expansion.The Board of Directors completed a self-assessment survey through BoardSource which evaluated the Boards governance performance. The outcome will assist the Board in setting direction, ensuring resources and providing oversight. The Strategic Plan was updated in 2013 with the following strategic priorities:Fully develop the OMM campusExpand services to meet current and future needsAdvocate for a new way to age wellPromote quality and continuous improvementAchieve financial sustainabilityThe Member Council, comprised of elected representatives from each of the independent neighborhoods, gave advice and counsel to the CEO during 2013. Wellness Programs at OMM"We do not get out of shape and weak because we get old. We get old because we become out of shape and weak."Successful aging is more than just avoiding illness and decline; instead, it's seeking a full life centered on whole-person wellness. Our Wellness Team focuses on seven dimensions of healthy aging: Physical, Intellectual, Emotional, Social, Spiritual, Environmental and Vocational. There are over 200 people who are using the Spann Wellness Center for exercising, educational classes and social interaction. The Wellness Nurse, whose office is in the Spann Wellness Center, offers classes, evaluations and checks for all members so they can achieve and maintain optimal wellness. The Wellness Center also generates charitable aid toward the community. Annual fundraisers for the Alzheimers Association and support of disease research such as breast cancer awareness are a few of the coordinated events.Health Care at OMMThe three plagues of loneliness, helplessness, and boredom account for the bulk of suffering among our Elders. (first guiding principle of the Eden Alternative)The Eden alternative program was founded on the idea of a person-centered community where Elders have autonomy over their daily lives. The Eden Alternative's principle-based philosophy empowers all care partners (employees, family members, volunteers, and the Elders themselves) to transform institutional approaches to care into caring communities where life is worth living. The architecture of the Households (remodeled in 2012) supports the new culture. Oklahoma Methodist Manor began teaching the principles of the Eden Alternative in 2013 and to date, 25 employees have attended a three-day training program. OMM is committed to teaching 50 more each year until all staff have been trained. In 2013 the Health Care Households provided care to a total of 229 individuals. Of that number, 148 individuals briefly resided in the health care households for rehabilitation before returning home. The average length of a rehabilitation stay was 31 days. The Holliman Living Center provided care to 56 individuals. The average length of stay is slightly more than two years. In its first full year of operation, OMMs Home Care Services provided care in the home of 35 Members.Residential Living at OMMThere is so much to do here; I could be busy every day. (comment from a Member)At the end of year in 2013 there were 258 people living in Villas, Patio Homes, Lakeside Homes, Crestwood, and Felt House apartments. OMM welcomed both couples and single people to 36 of these residences during 2013. The new Members were given an orientation to campus life and welcomed at a reception held in their honor. In addition to these receptions, the Life Enrichment department organized field trips, educational events, and holiday parties for the Members.Community PartnershipsNever doubt that a small, group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has. -- Margaret MeadOMM continued its affiliation agreement with the University of Oklahoma College of Medicine, Department of Family Medicine. Physicians in their second and third year of the Family Residency Program receive specialized training in gerontology in the Health Center.OMM continued its partnership with Osher Lifelong Learning Institute (OLLI) @ OSU by hosting classes for the senior education programs. Books Sandwiched In, a program of Tulsa City-County Library was hosted by OMM. There were 665 people who participated in the program. Another program of the Library, Great Decisions discussion group met at OMM.Reading Partners is a national education nonprofit dedicated to improving the reading skills of elementary school students from low-income communities who are reading 6 months to 2.5 years below grade-level. OMM volunteers were the first senior adults in Tulsa to work in this project. 17063885 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 false false false false false false false false false false false false true false false false false true false false false false true 9 0 true 328 true false false false false false false false false 0 false false false false false false false false false false X 30 28 false false false false false true false true true false false true true true true true true true false false X X X Steven Dickie 9187432565 4134 East 31st Street Tulsa OK 74135 Gail Runnels Director 1.00 0.00 X 0 0 0 Thomas A Smith Treasurer 1.00 0.00 X X 0 0 0 Carolyn Evans Secretary 1.00 0.00 X X 0 0 0 Robert Parker Director 1.00 0.00 X 0 0 0 Kathy Glassco Director 1.00 0.00 X 0 0 0 Jerry Hudson Director 1.00 0.00 X 0 0 0 Sara Bailey Director 1.00 0.00 X 0 0 0 Paul Reagan Director 1.00 0.00 X 0 0 0 Asa Adamson Director 1.00 0.00 X 0 0 0 Patricia Cobb Director 1.00 0.00 X 0 0 0 John Miller Director 1.00 0.00 X 0 0 0 Susie Butterworth Director 1.00 0.00 X 0 0 0 Gary R Belitz Director 1.00 0.00 X 0 0 0 Sharon Earley Vice President 1.00 0.00 X X 0 0 0 David W Bryant Director 1.00 0.00 X 0 0 0 Charles Cole Director 1.00 0.00 X 0 0 0 Jane Mansfield Director 1.00 0.00 X 0 0 0 Bishop Robert Hayes Jr 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 Todd Lee Director 1.00 0.00 X 0 0 0 Brian Cantrell Director 1.00 0.00 X 0 0 0 Don Forsman Director 1.00 0.00 X 0 0 0 Lynnwood Moore Director 0.00 0.00 X 0 0 0 Robert Funk President 1.00 0.00 X X 0 0 0 26 Tom Junk Director 1.00 0.00 X 0 0 0 27 Phil Terry Director 1.00 0.00 X 0 0 0 28 Stan Teter Director 1.00 0.00 X 0 0 0 29 Kay Owens Director 0.00 0.00 X 0 0 0 30 Ed Payton Director 0.00 0.00 X 0 0 0 Scott Morgan Sr VP of Fin 40.00 0.00 X 107827 0 6260 Steven Dickie CEO 40.00 0.00 X 125513 0 21164 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 118639 0 9832 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 97457 0 14600 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 103584 0 16580 Anita Barnes VP Human Resources 40.00 0.00 X 89896 0 10422 642916 78858 4 false false false 0 4807234 3852074 4807234 Member Fees and Income 623000 12943052 12943052 Villas,Patio/Lakeside Fee 623000 1569950 1569950 Other Resident Charges 623000 193942 193942 14706944 155064 155064 0 21279 21279 0 520 170375 -169855 -169855 -169855 0 0 0 Employee/Guest Meals 40940 40940 Upgrades 623000 17332 17332 Other Revenue 623000 17172 17172 75444 19596110 14571593 217283 0 0 0 0 260764 260764 0 7368554 6713528 548278 106748 164933 101459 60549 2925 1105780 1032460 67432 5888 620171 556909 56947 6315 0 5701 5701 19200 19200 0 0 0 91411 85651 5760 198670 166898 31772 243128 222063 6578 14487 162891 146184 16707 0 670675 670675 29725 14328 14434 963 0 15007 14914 93 1233409 1233409 0 2352931 2323872 29059 304051 270605 33446 Food Service 1187034 1187034 Therapy 1016534 1016534 Maintenance 945067 937730 7337 State Assessment Fee 269068 269068 198600 100564 98036 18463304 17063885 1262000 137419 0 6631197 5315964 109300 1379847 821875 703899 0 0 0 60408 83563 3909449 3688505 63214575 14227191 48676774 48987384 0 2721552 6237397 0 0 3665 3665 62934220 66400224 2200593 1260479 53160 17685 23816832 23050000 21140567 24936714 47211152 49264878 X 14577555 12856695 219289 191671 926224 4086980 15723068 17135346 62934220 66400224 1132806 279472 X false true X true false X 3249096 4411410 1489373 268192 4807234 14225305 9171541 10011190 9516497 12265342 14741448 55706018 40940 40940 0 0 12420637 14422600 11005870 12533534 19589622 69972263 0 2471954 924588 3396542 2471954 924588 3396542 66575721 58931 61609 83211 113337 176343 493431 0 58931 61609 83211 113337 176343 493431 0 0 12479568 14484209 11089081 12646871 19765965 70465694 0.94480 0.93900 0.00700 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1157865 3160756 474993 116542 4677072 1086403 5005 130722 64265 1157865 1150808 -7956 56449 1086403 1053867 24918 109478 37455 1150808 665057 215896 206032 33118 1053867 0.05000 0.95000 false true true 2090917 2090917 52929750 11470059 41459691 3900269 846126 3054143 2723602 1428094 1295508 1570037 482912 1087125 48987384 6237397 UNEARNED REVENUE 24936714 24936714 X 20045437 279472 169855 449327 19596110 19596110 18633159 169855 169855 18463304 18463304 Part V, Line 4: Intended uses of the endowment fund. THE FOUNDATION MANAGES LIFE INCOME TRUSTS, ENDOWED FUNDS FOR THE BENEFIT OF CHURCHES AND RELATED AGENCIES, AND MANAGED FUNDS OWNED BY INDIVIDUAL UNITED METHODIST CHURCHES IN THE CONFERENCE AND OTHER AFFILIATED METHODIST ORGANIZATIONS. BECAUSE THESE FUNDS DO NOT REPRESENT NET ASSETS OF THE FOUNDATION, THEY ARE REFLECTED AS LIABILITIES IN THE STATEMENTS OF FINANCIAL POSITION. IN ADDITION, EARNINGS AND DISTRIBUTIONS RELATED TO SUCH ASSETS ARE EXCLUDED FROM THE STATEMENTS OF ACTIVITIES. 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) ON JANUARY 1, 2009. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE ADOPTION DATE AND AT DECEMBER 31, 2013, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Loss on disposition of assets $169855 Part XII, Line 2d: Other expenses and losses per audited F/S Loss on disposition of assets $169855 X 2000 Similar sales X 2 3155448 FMV X 1 634776 Appraisal X Life insurance 2 59850 Face value false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE RETURN WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS BEFORE IT IS 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 FOR THE CEO, THE BOARD CHAIR OF THE HUMAN RESOURCES COMMITTEE CONDUCTS AN INDEPENDENT ELECTRONIC BASED EVALUATION QUESTIONNAIRE. ALL BOARD MEMBERS AND EMPLOYEES REPORTING TO THE CEO ARE REQUESTED TO COMPLETE THE EVALUATION. THE COMPENSATION FOR POSITIONS REPORTING TO THE EXECUTIVE DIRECTOR IS REVIEWED WITH THE BOARD HUMAN RESOURCES COMMITTEE CHAIR. 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