TRINITY WOODS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY WOODS INC (EIN 73-0648458)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-02
- IRS object ID
- 202022469349300612
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-02T14:51:30-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453705962 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morse & Co PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 South Wheeling Avenue Suite 20 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741056421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730648458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma Methodist Manor Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 9187432565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4134 East 31st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott M Morgan | PersonNm |
| Person Title | Sr VP of Fin | PersonTitleTxt |
| Signature | 2020-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tim L Roberts CPA | PreparerPersonNm |
| PTIN | P00000948 | PTIN |
| Phone | 9187491040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steven Dickie | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4134 East 31st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,497,587 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ommtulsa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 311 | TotalEmployeeCnt |
| Total Volunteers | 160 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,667,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,581,392 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,004,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,453,042 | CYProgramServiceRevenueAmt |
| PY Investment Income | $380,663 | PYInvestmentIncomeAmt |
| CY Investment Income | $350,100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $155,571 | PYOtherRevenueAmt |
| CY Other Revenue | $113,053 | CYOtherRevenueAmt |
| PY Total Revenue | $21,207,728 | PYTotalRevenueAmt |
| CY Total Revenue | $21,497,587 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,411,021 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,882,161 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,140 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,380 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,704 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,632,381 | PYOtherExpensesAmt |
| CY Other Expenses | $10,648,364 | CYOtherExpensesAmt |
| PY Total Expenses | $21,047,542 | PYTotalExpensesAmt |
| CY Total Expenses | $21,531,905 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $160,186 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$34,318 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,919,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,304,488 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,246,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,801,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,673,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,502,589 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,072,580 | ExpenseAmt |
| Revenue | $19,453,042 | RevenueAmt |
| Desc | OMM served an average of 386 people providing a full continuum of care including independent residential living, assisted living, rehabilitative therapy, nursing care and skilled memory care.GovernanceSusie Butterworth served as President of the Board. The 27-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 residents. The Council advises the CEO and senior staff on issues that affect community life and assists with communications and public relations.FinanceSound levels of cash reserves were maintained throughout the year ranging from 122 to 148 days cash on hand. The year ended with $6.9 million of unrestricted cash. Total Campus Occupancy (334 residences) ranged from 91% to 96% averaging 93% for the year.Operating expenses for member services consistently stayed below fees received.PhilanthropyPhase I of the Generation to Generation Campaign is complete. The new three-story Holliman Center is open and is home to 40 residents, a new main kitchen, Cypress Grille restaurant, Tranquility Wellness Spa, and Churchill Creative Studio.Funding for Phase II of the Generation to Generation Campaign was secured. The funds will be used to construct two new Memory Care Assisted Living Households and a Community Life Center. With help from dozens of campaign volunteers, the donors responded with hundreds of individual gifts, pushing the overall total to over $13.4 million.The Marshall-Gaddy House is made possible by Paula Marshall in honor of her mother and godmother. The Barnes House is made possible by Jim and Mary Barnes. Each one-story, free-standing household will feature 12 private rooms, common spaces, and attractively landscaped outdoor spaces.With the official move to the new Holliman Center, OMM was able to provide building materials from the old building to three other Tulsa area non-profit organizations. Donations included windows, doors, HVAC units, microwaves, cabinets, sinks and many other household items.The 14,000 sq. ft. Community Life Center will feature a theater, stage, event seating for over 250 people. Construction on all three buildings is projected to be complete in mid-2021.WellnessThe Supplemental Aid Fund provided financial assistance to 24 Medicaid recipients.The Supplemental Aid Campaign raised $83,254 which was a 62% increase over 2018. The Employee Appreciation Fund raised $69,575 which was a 47% increase over 2018. The member-operated Bargain Basement thrift store earned $8,446 for the Supplemental Aid Fund.Funds were raised for the pilot program for Student Interns from Nathan Hale High School. Donors provided over $27,000 to host eight students for a semester.WellnessMore than 50% of OMM community members in Independent Living and Assisted Living participated in the Senior Fitness Test.There were over 12,000 visits to fitness classes that were offered by the Wellness Team.During the Maintain Dont Gain Challenge 85% of the members that participated either improved or maintained muscle and fat ratio over the holiday season.OMM became a Dementia Friendly Community and provided dementia support and training to members on a monthly basis. OMM Member Volunteer "Movie Techs" showed 50 movies to the community. OMMs Own Summer School Teachers taught 102 of their fellow Members: Emily Wood, Around the World with the Tulsa Global Alliance; Doris Piatak, Adept at Dailiness: Contemporary Women Poets Speak to Us; Kenneth Weston, Basics of DNA and Life; Sue Venable, C.S. Lewis: The Man and His Writings and Donald Hertzler, Wondering about Water.OperationsTotal campus occupancy (334 residences) averaged 93%.The Project Management Team remodeled seven villas and patio homes in 2019. The Housekeeping and Maintenance teams completed 51,000 work orders in 2019.Approximately 87% of these work orders were completed within 24 hours of submission.The Transportation Team completed 2,675 trips in 2019.The Dining Services Team served approximately 223,000 meals in 2019.A full day of Red Carpet Customer Service training was provided to 38 employees.Health ServicesAll new caregivers received training in the Eden Alternative. Additionally, an initiative started in 2019 delivered condensed Eden Alternative training to 90 employees of the Operations team. Since 2013, OMM has trained 129 persons as fully Certified Eden Associates.OMM received a 3 Star rating from the Centers for Medicare & Medicaid Services (CMS). The 2019 annual survey was our best in several years, and we expect the rating to rise to four stars within 2020. We continue to earn commendation for our clinical quality and robust caregiver-to-resident ratio.OMM served as a clinical site for students in OU, ORU and Tulsa Techs nursing programs.In 2019, two Administrators-in-Training completed internships at OMM as part of the requirements to become licensed as Long-Term Care Administrators in Oklahoma. These 560-hour internships prepare the student for federal and state licensure exams and offer a learning experience that will benefit them throughout their careers.Throughout 2019, 359 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 18.4 days. Both numbers represent new records.Community PartnershipsOMM provided housing for Project Transformation volunteers during their summer camp program for children from low-income communities.OMM provided low-cost housing for two Home Missionaries helping with flood relief.Space use agreements provided office space for Plumbline Counseling Ministry and Petra Kids- an orphanage in Uganda.The Habitat for Humanity Deconstruction team was able to salvage 120 cabinets with sinks and faucets, 55 doors, 38 mini-fridges, 38 microwaves, 12 tank toilets, 17 A/C units, 10 windows and many other items from the old Holliman Building prior to demolition. All the dining and living room furniture in the building was donated to The Gatesway Foundation and Home of Hope.OMM partners with other organizations and charities for the betterment of the Tulsa community. These partners include Spot 31 tutoring program at Hope UMC, Alzheimers Association, Community Food Bank, Goodwill, H.O.W. Foundation, St. Francis Hospital Neonatal ICU, Ronald McDonald House, and others.The Student-Artist-In-Residence Program flourished in 2019 with two students participating in the program from ORU one in the Spring and one in the Fall semester. Two theatrical productions were presented to the OMM community where eight elders from the Households participated. In the fall semester, the ORU media department documented the workshops, performance and the impact the SAIR program has on OMM.OMM partnered with OSU and hosted two Health Education and Promotion interns that completed 800 hours of observation, application and implementation of a special project Manor Madness for the members. OMM also partnered with TU Master of Athletic Training and hosted eight students that completed 15 hours of observation each in the Spann Wellness Center.Needlecrafters This group, which is made up of OMM Members and two devoted off-campus needle workers, shares fellowship as they knit and crochet caps for newborn babies that are delivered to the St. Johns Hospital nursery and Ronald McDonald House. they provided approximately 135 caps to welcome these little ones to the world. Caring Mat-ters These volunteers continued their great work of repurposing plastic grocery bags into portable mats that are distributed to the homeless of our city. They gather weekly to prep the bags and crochet them into blankets. Each of these gifts of comfort takes about 70 hours to complete. | Desc |
| Total Program Service Expenses | $20,072,580 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 311 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott M Morgan | PersonNm |
| Phone | 9187432565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4134 East 31st Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Steven Dickie | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $226,422 | $0 | $28,104 | |
| Scott Morgan | |||||||
| Sr VP of Fin. | 40.00 | 0.00 | Yes (X) | $136,397 | $0 | $8,184 | |
| MATTHEW LOYD | |||||||
| VP OF HEALTH SVCS | 40.00 | 0.00 | $122,265 | $0 | $19,634 | ||
| DENNIS GRAHAM | |||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $125,414 | $0 | $14,820 | ||
| CARI OWENS | |||||||
| VP OF SALES & MKT | 40.00 | 0.00 | $125,380 | $0 | $13,783 | ||
| Bill Peterson | |||||||
| VP of HR | 40.00 | 0.00 | $108,898 | $0 | $11,394 | ||
| Sara Bailey | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gary R Belitz | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Mary Bundren | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Susie Butterworth | |||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Patricia Cobb | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Charles Cole | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Curtis Craig | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Meredith Davison | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sharon Earley | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Rick Evans | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Sarah Everett | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bob Funk | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Tim Harris | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Craig Jones | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Dave McCarthy | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| John Miller | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lynnwood Moore | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kay Owens | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Robert Perugino | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rollie Rhodes | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| David Runnels | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Beverly K Smith | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kerry Malone Stancavage | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Taylor | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Stan Teter | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Virgina Walker | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Rev Cindy Havlik | |||||||
| Ex Officio | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bishop Jimmy Nunn | |||||||
| Advisor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Bill Junk | |||||||
| Advisor | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $844,776 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $95,919 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDS Project Management | |||||
| PO Box 1588 | Broken Arrow | OK | 74013 | Construction | $945,121 |
| Summit Care Inc | |||||
| 6830 W 121st Ct | Overland Park | KS | 66209 | Therapy services | $805,145 |
| Spellman Brady & Company | |||||
| 8251 Maryland Ave | St Louis | MO | 63105 | Interior planning | $335,475 |
| Landmark Outdoor Services | |||||
| 10901 E 11th St | Tulsa | OK | 74128 | Grounds Care | $338,803 |
| SilverTree Technology LLC | |||||
| 4021 S Harvard | Tulsa | OK | 74135 | I.T. services | $315,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,581,392 | AllOtherContributionsAmt |
| Noncash Contributions | $200,947 | NoncashContributionsAmt |
| Total Contributions | $1,581,392 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Health Center | 623000 | $7,996,838 | $7,996,838 |
| Residential Living | 623000 | $7,400,856 | $7,400,856 |
| Assisted Living | 623000 | $2,299,211 | $2,299,211 |
| Amortization-member fees | 623000 | $1,506,764 | $1,506,764 |
| Misc. Resident Charges | 623000 | $249,373 | $249,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,453,042 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,735 | TotalRevenueColumnAmt |
| Exclusion | $347,735 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,797 | TotalRevenueColumnAmt |
| Exclusion | $14,797 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,365 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,365 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,365 | TotalRevenueColumnAmt |
| Exclusion | $2,365 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | BusinessBusinessCd | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Employee Meals | $50,378 | $50,378 | ||
| Other Revenue | $38,570 | 623000 | $38,570 | |
| Upgrades | $9,308 | 623000 | $9,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $98,256 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,497,587 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,500,920 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $415,275 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,107 | TotalAmt |
| Program Services | $358,877 | ProgramServicesAmt |
| Management And General | $37,037 | ManagementAndGeneralAmt |
| Fundraising | $3,193 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,491,207 | TotalAmt |
| Program Services | $7,615,914 | ProgramServicesAmt |
| Management And General | $796,152 | ManagementAndGeneralAmt |
| Fundraising | $79,141 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,482 | TotalAmt |
| Program Services | $201,990 | ProgramServicesAmt |
| Management And General | $48,492 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,090,229 | TotalAmt |
| Program Services | $1,030,316 | ProgramServicesAmt |
| Management And General | $59,727 | ManagementAndGeneralAmt |
| Fundraising | $186 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,136 | TotalAmt |
| Program Services | $578,824 | ProgramServicesAmt |
| Management And General | $68,679 | ManagementAndGeneralAmt |
| Fundraising | $3,633 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,568 | TotalAmt |
| Management And General | $6,568 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,400 | TotalAmt |
| Management And General | $26,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380 | TotalAmt |
| Fundraising | $1,380 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,930 | TotalAmt |
| Program Services | $149,515 | ProgramServicesAmt |
| Management And General | $11,924 | ManagementAndGeneralAmt |
| Fundraising | $2,491 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,412 | TotalAmt |
| Program Services | $158,085 | ProgramServicesAmt |
| Management And General | $20,327 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,327 | TotalAmt |
| Program Services | $192,803 | ProgramServicesAmt |
| Management And General | $12,256 | ManagementAndGeneralAmt |
| Fundraising | $16,268 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,155 | TotalAmt |
| Program Services | $166,436 | ProgramServicesAmt |
| Management And General | $20,719 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,267 | TotalAmt |
| Program Services | $14,031 | ProgramServicesAmt |
| Management And General | $34,236 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,275 | TotalAmt |
| Program Services | $44,455 | ProgramServicesAmt |
| Fundraising | $1,820 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,212 | TotalAmt |
| Program Services | $713,212 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,273,806 | TotalAmt |
| Program Services | $3,239,347 | ProgramServicesAmt |
| Management And General | $34,459 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,437 | TotalAmt |
| Program Services | $289,824 | ProgramServicesAmt |
| Management And General | $86,613 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food Service | $1,540,872 | $1,540,872 | |
| Therapy Services | $1,140,847 | $1,140,847 | |
| Maintenance | $1,139,550 | $1,130,724 | $8,826 |
| Utilities | $953,162 | $953,162 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,144 | TotalAmt |
| Program Services | $553,346 | ProgramServicesAmt |
| Management And General | $78,206 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,531,905 | TotalAmt |
| Program Services | $20,072,580 | ProgramServicesAmt |
| Management And General | $1,350,621 | ManagementAndGeneralAmt |
| Fundraising | $108,704 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,155,972 | BOYAmt |
| EOY | $3,828,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,410 | BOYAmt |
| EOY | $1,961,930 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,664 | BOYAmt |
| EOY | $906,578 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,361 | BOYAmt |
| EOY | $81,470 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,574 | BOYAmt |
| EOY | $207,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,742,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,122,943 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,047,971 | BOYAmt |
| EOY | $63,619,936 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,359,257 | BOYAmt |
| EOY | $8,221,025 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,739,413 | BOYAmt |
| EOY | $1,477,297 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,919,622 | BOYAmt |
| EOY | $80,304,488 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,497 | BOYAmt |
| EOY | $2,801,963 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,239 | BOYAmt |
| EOY | $400,015 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,179,511 | BOYAmt |
| EOY | $20,294,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,038,812 | BOYAmt |
| EOY | $37,305,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,246,059 | BOYAmt |
| EOY | $60,801,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,591,850 | BOYAmt |
| EOY | $12,705,091 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,081,713 | BOYAmt |
| EOY | $6,797,498 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,673,563 | BOYAmt |
| EOY | $19,502,589 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,919,622 | BOYAmt |
| EOY | $80,304,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$34,318 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $863,344 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,313,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,417,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,708,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,667,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581,392 | CurrentTaxYearAmt |
| Total | $12,687,929 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,769,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,268,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,670,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,004,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,453,042 | CurrentTaxYearAmt |
| Total | $93,165,153 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,418 | CurrentTaxYearAmt |
| Total | $544,345 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,166,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,706,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,547,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,827,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,149,852 | CurrentTaxYearAmt |
| Total | $106,397,427 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $498,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,423 | CurrentTaxYearMinus1YearAmt |
| Total | $2,519,242 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $498,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $340,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $293,423 | CurrentTaxYearMinus1YearAmt |
| Total | $2,519,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $103,878,185 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $327,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $347,735 | CurrentTaxYearAmt |
| Total | $1,611,794 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $327,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $380,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $347,735 | CurrentTaxYearAmt |
| Total | $1,611,794 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,446,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,982,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,874,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,207,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,497,587 | CurrentTaxYearAmt |
| Total | $108,009,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95530 | PublicSupportPY509Pct |
| Investment Income CY | 0.01490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01460 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,377,278 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $863,345 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,798 | OtherExpendituresAmt |
| End Year Balance | $5,021,825 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,939,568 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$319,571 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $242,719 | OtherExpendituresAmt |
| End Year Balance | $4,377,278 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,438,128 | BeginningYearBalanceAmt |
| Contributions | $6,372 | ContributionsAmt |
| Investment Earnings Or Losses | $721,524 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $226,456 | OtherExpendituresAmt |
| End Year Balance | $4,939,568 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,248,403 | BeginningYearBalanceAmt |
| Contributions | $102,405 | ContributionsAmt |
| Investment Earnings Or Losses | $298,314 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,994 | OtherExpendituresAmt |
| End Year Balance | $4,438,128 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,624,358 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$150,694 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $225,261 | OtherExpendituresAmt |
| End Year Balance | $4,248,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,840,722 | OtherCostOrOtherBasisAmt |
| Book Value | $2,840,722 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,369,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,709,457 | DepreciationAmt |
| Book Value | $57,659,798 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,774,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,362,781 | DepreciationAmt |
| Book Value | $1,411,346 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,889,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,708,576 | DepreciationAmt |
| Book Value | $1,181,098 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,869,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,342,129 | DepreciationAmt |
| Book Value | $526,972 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,619,936 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $8,221,025 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Fees | $26,699,530 |
| Unearned Income | $10,255,009 |
| other unearned and reservation fees | $215,744 |
| unearned membership fees | $135,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,305,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,360,931 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $863,344 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $863,344 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,497,587 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $21,497,587 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,531,905 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $21,531,905 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,531,905 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The Manor's beneficial interest in endowments consist of individual donor-restricted endowments and established to benefit operations and specific programs. 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 the exclusive benefit of the Manor. In addition, the donors instructed that distributions are to be paid to the Manor as without restrictions or with restrictions. 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, 2019 and 2018 the return on fund assets was 20.3% and (6.9%), respectfully. The MAF assets were $6.1 billion as of December 31, 2019, and has an expense ratio of 0.58%.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, 2019, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Dickie | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $226,422 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $28,104 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $254,526 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dave McCarthy | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See below | RelationshipDescriptionTxt |
| Transaction | Bank loan, LOC | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Dave McCarthy, Senior Vice President at Prosperity Bank and a Board member. Prosperity Bank is where Oklahoma Methodist Manor, Inc. has a $2,000,000 Line of Credit ($0 outstanding as of 12/31/19), two Notes Payable ($20,294,312 balance as of 12/31/19). Loan payments made during the fiscal year were $1,061,290. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $200,947 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OK UNITED METHODIST FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 CLASSEN BOULEVARD | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730758119 | EIN |
| Primary Activities | MANAGES ENDOWMENT FUNDS | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |