2012-09-26T14:50:30-07:00 2011-12-31 Morse & Co PLLC 6950 S Utica Avenue Tulsa OK 741363903 990 2011-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Thomas A Smith 2012-09-26 true Tim L Roberts 9187491040 2011 2016-02-24 21:20:13Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 11913684 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. 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. 25 25 256 100 0 4411410 1489373 10011190 9516497 61609 83211 0 14484209 11089081 0 0 6139537 6788519 1784 0 35021 4273898 4228897 10415219 11017416 4068990 71665 32861908 48660859 14229683 30017182 18632225 18643677 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 10122991 9599708 OKLAHOMA METHODIST MANOR INC. IS A FAITH-BASED, NOT-FOR-PROFIT CONTINUOUS CARE RETIREMENT COMMUNITY LOCATED IN TULSA, OKLAHOMA. OKLAHOMA METHODIST MANOR (OMM) IS A PUBLIC BENEFIT CORPORATION AND A FEDERAL TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION WAS FOUNDED IN 1956 AND IS AFFILIATED WITH THE OKLAHOMA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. 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. BUILDING ON CHRISTIAN PRINCIPLES IS A COMMITMENT TO CONTINUOUS IMPROVEMENT, OUR VISION IS TO BE THE PREEMINENT PARTNER IN OFFERING COMPREHENSIVE CARE COMMUNITY FOR SENIOR ADULTS AND THEIR FAMILIES.THE MANOR OFFERS NEARLY 300 PERSONS VARIOUS LIFESTYLE OPTIONS, INCLUDING PRIVATE RESIDENCE (6 LAKESIDE HOMES; 46 PATIO HOMES; 33 VILLAS AND 27 FELT HOUSE APARTMENTS; 41 ASSISTED LIVING APARTMENTS IN THE HOLLIMAN LIVING CENTER; AND 82 ACCOMODATIONS IN THE SKILLED LICENSED HEALTH CENTER AT OMM.)THE MANOR PROVIDES COMPASSIONATE LONG-TERM HEALTH CARE IN THE NAME OF CHRIST. THIS INCLUDES A COMMITMENT TO CONTINUE EXTENDING CARE WHEN SOMEONE OUTLIVES THEIR FINANCIAL RESOURCES AND REQUIRES STATE AID (MEDICAID). FINANCIAL SUPPORT IS PROVIDED BY THE UNITED METHODIST CHURCHES AND DONORS TO ASSIST RESIDENTS WITH ADVERSE FINANCIAL CIRCUMSTANCES WHO ARE RECEIVING LONG-TERM CARE. THE SUPPLEMENTAL AID FUND IS ONE SOURCE OF SUPPORT FOR THESE INDIVIDUALS, AND IN 2011, 20 PEOPLE BENEFITTED FROM THE FUND. RECIPIENTS RECEIVED AN AVERAGE OF $12,660 IN ASSISTANCE. OVER THE PAST 7 YEARS, THE SUPPLEMENTAL AID FUND HAS SERVED 124 PEOPLE. IN 2011, OMM PROVIDED SUPPLEMENTAL AID FUNDING AND BENEVOLENT CARE TOTALING $253,224.OMM 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.FOR THE SIXTH CONSECUTIVE YEAR, THE MANOR WAS RECOGNIZED AMONG "THE BEST OF THE BEST" IN NURSING CARE FACILITIES BY OKLAHOMA MAGAZINE. CHRISTMAS GIFTS WERE PROVIDED FOR ABOUT 60 RESIDENTS IN THE HEALTH CENTER THROUGH THE KINDNESS AND GENEROSITY OF FRIENDS OF THE LOCAL UNITED METHODIST CHURCHES AND OMM.VOLUNTEERS CONTINUE TO PLAY A VITAL ROLE IN THE LIVES OF OKLAHOMA METHODIST MANOR RESIDENTS. THEY SERVE IN A VARIETY OF PLACES, INCLUDING VISITING THE RESIDENTS IN THE HEALTH CENTER; STAFFING THE SUNDRY SHOPPE AND THE BARGAIN BASEMENT THRIFT SHOP; OPERATING A RECYCLING PROGRAM AS WELL AS DELIVERING MEALS TO MEMBERS WHO ARE EXPERIENCING A TEMPORARY ILLNESS.THE COMPLETION OF THE HEALTH CENTER (SKILLED NURSING) RENOVATION NEAR THE END OF 2010 IMPROVED THE QUALITY OF LIFE FOR RESIDENTS THROUGHOUT 2011. THE PROJECT WAS FUNDED BY GIFTS AND IT ENABLED A TRANSFORMATION FROM A TRADITIONAL CARE MODEL TO PERSON CENTERED HOUSEHOLDS. EVERY CAREGIVER IS TRAINED TO DELIVER ALL ASPECTS OF NURSING CARE AND SUPPORT SERVICES. ALL MEMBERS OF THE TEAM CAN RESPOND TO ANY NEED (NUTRITION, AID-IN-DAILY LIVING ASSISTANCE AND HOUSEKEEPING) PROVIDING IMMEDIATE RESPONSE TO INDIVIDUAL NEEDS. THIS MODEL IS EMERGING AS THE NEW STANDARD OF LONG-TERM HEALTH CARE. THERE ARE 6 HOUSEHOLDS AND EACH HAS A SEPARATE COMMON AREA, KITCHEN, SUN ROOM, AND OUTDOOR PATIO OR BALCONY. ONE OF THE HOUSEHOLDS PROVIDES SPECIALIZED MEMORY CARE SUPPORT.IN SUPPORT OF THE MISSION AND VALUES, THERE WERE TWO EXPANSIONS OF SERVICES THAT WERE NEAR COMPLETION IN 2011. A NEW SPANN WELLNESS CENTER WILL PROVIDE STATE OF THE ART EQUIPMENT, A THERAPY POOL AND NUMEROUS PROGRAMS FOR IMPROVING THE QUALITY OF LIFE FOR RESIDENTS. IN ADVANCE OF OPENING THE WELLNESS CENTER, A DIRECTOR OF WELLNESS WAS HIRED EARLY IN 2011 IN ORDER TO BEGIN NUMEROUS WELLNESS CLASSES AND PROGRAMS. TEN NEW WELLNESS CLASSES WERE STARTED INVOLVING MORE THAN 500 PARTICIPANTS A MONTH. 57 PEOPLE UNDERWENT THE SENIOR FITNESS TEST AND SUBSEQUENT RE-TESTING DEMONSTRATED 54.6% OF THE GROUP IMPROVED. THE WELLMNESS PROGRAM EMBRACES 7 DIMENSIONS: SOCIAL, PHYSICAL, VOCATIONAL, ENVIRONMENTAL, EMOTIONAL, SPIRITUAL AND INTELLECTUAL. THE SECOND EXPANSION WILL BE 103 NEW INDEPENDENT LIVING APARTMENTS IN A 4 STORY BUILDING KNOWN AS CRESTWOOD. THE SPAN WELLNESS CENTER AND CRESTWOOD APARTMENTS WILL OPEN DURING THE FIRST HALF OF 2012.IN ORDER TO ENHANCE THE SPIRITUAL SERVICES PROVIDED BY THE MEMBERS OF TEH COMMUNITY, A FULL-TIME CHAPLAIN WAS HIRED. A SPIRITUAL LIFE COUNCIL WAS FORMED CONSISTING OF 11 MEMBERS FROM 5 DIFFERENT CHURCHES IN TULSA. A "THANKSGIVING AND FAREWELL MEMORIAL" RITUAL WAS DEVELOPED INVOLVING THE CAREGIVERS, FRIENDS AND FAMILY MEMBERS PRESENT AT THE TIME OF DEATH OF LOVED ONES. CAMPUS RESIDENTS, MEMBERS AND STAFF CONTINUED THE MANOR PRAYER CHAIN FOR OMM RESIDENTS, MEMBERS AND EMPLOYEES.THE BOARD OF DIRECTORS AND STAFF OF OKLAHOMA METHODIST MANOR REMAIN VERY COMMITTED TO THE FOLLOWING ORGANIZATIONAL VALUES: - DIGNITY AND RESPECT - CUSTOMER SATISFACTION - OPEN COMMUNICATION - GOOD STEWARDSHIP - TEAMWORK - EXCELLENCE - SAFETY AND SECURITYIN MARCH, THE OKLAHOMA ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (OKAHSA) RECOGNIZED THE PRESIDENT OF THE BOARD, GAIL RUNNELS, AS TRUSTEE OF THE YEAR FOR 2011. THE AWARD RECOGNIZES AN INDIVIDUAL SERVING ON THE GOVERNING BOARD OF AN OKAHSA MEMBER COMMUNITY WHOSE CONTRIBUTIONS HAVE MADE A POSITIVE FINANCIAL IMPACT FOR THE COMMUNITY, FURTHERED THE MISSION OF THE ORGANIZATION AND PROVIDED DIRECTION FOR THE FUTURE OF THE ORGANIZATION. 10122991 true true false false false false false false false false true false 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 false false false false false true 11 0 true 256 true false false false false false false false false false false false 0 false false false false false false false false false false false X 25 25 false false false false false true false true true false false false true true true true true true true false false false OK X X X Steven Dickie 9187432565 4134 East 31st Street Tulsa OK 74135 Stan Teter 1.00 X 0 0 0 Phil Terry 1.00 X 0 0 0 Tom Junk 1.00 X 0 0 0 Bob Funk 1.00 X X 0 0 0 Don Forsman 1.00 X 0 0 0 Jo Ratliff 1.00 X 0 0 0 Todd Lee 1.00 X 0 0 0 Dan Peil 1.00 X 0 0 0 Bill Junk 1.00 X 0 0 0 Bishop Robert Hayes Jr 1.00 X 0 0 0 Jane Mansfield 1.00 X 0 0 0 Charles Cole 1.00 X 0 0 0 Lynn Moore 1.00 X 0 0 0 Sharon Earley 1.00 X 0 0 0 George Grisaffe 1.00 X 0 0 0 Susie Butterworth 1.00 X 0 0 0 John Miller 1.00 X 0 0 0 Patricia Cobb 1.00 X 0 0 0 Asa Adamson 1.00 X 0 0 0 Paul Reagan 1.00 X 0 0 0 Sara Bailey 1.00 X 0 0 0 Jerry Hudson 1.00 X 0 0 0 Kathy Glassco 1.00 X 0 0 0 Robert Parker 1.00 X 0 0 0 Carolyn Evans 1.00 X X 0 0 0 Thomas A Smith 1.00 X X 0 0 0 Gail Runnels 1.00 X X 0 0 0 Steven Dickie 40.00 X 106218 0 54026 Scott Morgan 40.00 X 90908 0 5698 197126 59724 1 false true false 0 1489373 1489373 Villas,Patio/Lakeside Fee 900099 1289706 1289706 Member Fees and Income 900099 8226791 8226791 9516497 91204 91204 0 0 0 816610 824603 -7993 -7993 -7993 0 0 0 0 11089081 9599708 0 0 0 0 256850 256850 0 5259358 4963316 271635 24407 113255 74673 38582 713542 679263 31818 2461 445514 414199 30885 430 0 3602 3602 19200 19200 0 0 0 50171 47802 2336 33 29645 29645 151305 139114 5733 6458 78704 71626 7078 0 0 24984 258 24704 22 0 22866 21656 1210 0 0 793928 772490 21438 257137 231523 25614 Miscellaneous Exp 342066 265683 76383 Therapy 475395 475395 Utilities 491780 491780 Maintenance 571457 557556 13901 Food Service 758745 758745 157912 157912 11017416 10122991 859404 35021 0 8359424 5792495 844126 278681 411961 465782 0 0 0 40719 38926 17843 28506 52686183 11853715 21265738 40832468 0 1918432 1220336 0 0 3665 3665 32861908 48660859 1116146 3962989 24851 8478492 20795144 4635045 5234198 14229683 30017182 X 12851802 16847960 4859204 874498 921219 921219 18632225 18643677 32861908 48660859 X 71665 -60213 X false true true X false false X 1318571 1714976 3249096 4411410 1489373 12183426 8852192 9491074 9171541 10011190 9516497 47042494 0 0 0 10170763 11206050 12420637 14422600 11005870 59225920 0 2471954 924588 3396542 2471954 924588 3396542 55829378 60174 67242 58931 61609 83211 331167 0 60174 67242 58931 61609 83211 331167 0 0 10230937 11273292 12479568 14484209 11089081 59557087 0.93740 0.95190 0.00560 0.00530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1074420 1074420 46098754 9219214 36879540 2284273 706464 1577809 2401460 1588594 812866 827276 339443 487833 40832468 SMITH BARNEY INVESTMENTS 133933 F UNEARNED REVENUE 5234198 5234198 11089081 11017416 71665 -60213 -60213 11452 11089081 11089081 11089081 11017416 11017416 11017416 Part X 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, 2011, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false false Steven Dickie 81218 25000 54026 160244 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available BY REQUEST Form 990, Part VI, Line 12c 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 THER IS ANY POTENTIAL CONFLICT(S). THE CFO AND EXECUTIVE DIRECTOR 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 11 Form 990, Part VI, Line 11: Form 990 Review Process THE RETURN WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS BEFORE IT IS FILED.