2016-08-11T13:23:53-07:00 2015-12-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2015-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott Morgan Sr VP of Fin 2016-08-11 true Tim L Roberts P00000948 9187491040 2015 2016-12-15 16:53:06Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 20501671 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. 23 23 302 117 0 1905031 2313412 16502970 17769185 267452 273990 116238 145084 18791691 20501671 0 0 10109257 9820521 36702 630 152594 9693536 10537327 19839495 20358478 -1047804 143193 64112087 66832930 48094184 51082431 16017903 15750499 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 18892742 17908479 Governance and Strategic Planning"Where there is no vision, the people perish." - Proverbs 29:18In 2015 Oklahoma Methodist Manor progressed toward a new governance model for board leadership. Moving away from the traditional meeting agenda dominated by committee reports and toward a consent agenda that permits more time to be invested in generative thinking and strategic planning. This new structure was employed at four meetings: Paula Marshall, CEO of The Bama Companies, spoke on Continuous Quality Improvement. Dr. Al Powers of The Eden Alternative presented on the topic Dementia Beyond Drugs. Denise Gannon, from the Eliza Jennings community in Cleveland, OH, spoke about SAIDO Learning a non-pharmacological therapy being used to treat people with dementia. Cari Owens informed the board about the challenges of marketing senior living in Tulsa.Six new members joined OMM Board of Directors: Mary Bundren, Tim Harris, Craig Jones, Dave McCarthy, Dr. Rollie Rhodes and Jim Taylor.Fifty-three members of the OMM community representing The Board, staff and Members participated in a community development leadership summit. This resulted in the adoption of Culture of Courtesy guidelines. The Board voted to proceed with a new phase of campus redevelopment which includes new assisted living and memory care assisted living residences and a community center. The Board voted to commence the quiet phase of a capital campaign to fund the project.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 2015 were Al Brownlee, President, Helen Pummell, Vice President, and Mollie Achterberg, Secretary.The Board of Reference, an advisory group of past board members, held their annual meeting in October, 2015. Wellness Programs at OMM"The part can never be well unless the whole is well." - PlatoThe number of members using the Spann Wellness Center remained constant in 2015 with 72% of the residential living members having completed the entrance orientation. The Wellness Center averages over 1,000 visits a month and 40 residential members exercise between 100-200 times during the year. Classes cover a wide range of physical needs including balance, strength, range of motion, flexibility, arthritis, osteoporosis and endurance. Health Care at OMMI have an almost complete disregard of precedent, and a faith in the possibility of something better. It irritates me to be told how things have always been done. I defy the tyranny of precedent. I go for anything new that might improve the past. - Clara BartonOMM graduated 28 Licensed Nurses and 33 CNAs and CMAs from NICHE (Nurses Improving Care for Health system Elders). NICHE is an established program serving the hospital environment. OMM was the pilot site for the first-ever program in a long-term skilled care center.48 people were trained as Certified Eden Associates in 2015. More than half of all the Caregivers who work in the Health Care Households are now Eden Associates, continuing Oklahoma Methodist Manor's commitment to the Eden Alternative philosophy of care. The OMM Chaplain and Wellness Nurse are certified leaders of Powerful Tools for Caregivers, a nation-wide program that has reached over 80,000 participants. The course, designed to promote physical, emotional and social wellness for caregivers, was offered twice in 2015. In 2015 the Health Care Households provided care to a total of 244 individuals. Of that number, 168 individuals briefly resided in the health care households for rehabilitation before returning home. The average length of a rehabilitation stay was 32 days. The Holliman Living Center provided care to 64 individuals. Students from both the OU and OSU Medical Schools were hosted in 2015. These students gain exposure to long-term care during the Residency programs by job shadowing various leaders within Oklahoma Methodist Manor. OMM also served as a clinical site location for students from OU, ORU and Tulsa Techs licensed nursing programs.Starting in 2015, Oklahoma Methodist Manor also hosted CNA (Certified Nursing Assistant) students as a clinical site. Oklahoma Methodist Manor partnered with Mrs. DeBons CNA Academy and Tulsa Techs CNA program.There were 15 Medicaid recipients who needed supplemental assistance and received support.Rhonda Hanan, OMM Director of Nursing was honored as one of Oklahoma's Top 100 Nurses in 2015.Residential Living at OMMDon't simply retire from something; have something to retire to. - Harry Emerson FosdickAt the end of year 2015, there were 290 people living in the residential living community. The accommodations include Felt House, Patio and Lakeside Homes, Villas and Crestwood. Thirty-six new members were given an orientation to campus life. There were 5 new-member receptions, 12 theme parties, 20 concerts, and 20 off-campus outings during the year. OMM has an art club, Great Decisions group, choir, recreational groups, and offers educational classes and programs. Volunteerism is strong among the residential community with 117 active volunteers serving in the Tulsa community and on campus. Community PartnershipsAlone we can do so little; together we can do so much. - Helen KellerOMM hosted its annual Pink Event to support breast cancer awareness.OMMs Health Fair was hosted for residents and employees. Area providers participated. Annual fund raisers for the Alzheimer's Association were held on campus.The annual food drive provided 646 pounds of food for the Tulsa Food Bank.Two blood drives were hosted in the Wellness Center.Books Sandwiched In, a program of the Friends of the Tulsa City-County Library continued throughout 2015. Another Library program, Music Sandwiched In moved to OMM in 2015 resulting in increased attendance in their program.OMMs Wii bowling team participated in a Tulsa retirement community league.Needlecraft Group knitted baby caps for the premature babies at St. Francis Hospital.OMM had 13 volunteer tutors in Reading Partners during the 2013-2014 school year and 4 in the 2014-2015 school year. Marian Anderson Elementary School was served.OMM provided housing for 17 college students who participated in Project Transformation a summer program at Southern Hills United Methodist Church and Metro Baptist that promotes reading proficiency among elementary age students.OMM donated items received by the Bargain Basement to Neighbor for Neighbor and Family & Children's Services. 18892742 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 21 0 true 302 true false false false false false false false false 0 false false false false false false false false false false X 23 23 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 Asa Adamson 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 David W Bryant 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 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 Jim Taylor Director 1.00 0.00 X 0 0 0 Lynnwood Moore Director 1.00 0.00 X 0 0 0 Robert Funk President 1.00 0.00 X X 0 0 0 Stan Teter Secretary 1.00 0.00 X X 0 0 0 Kay Owens Director 1.00 0.00 X 0 0 0 Scott Morgan Sr VP of Fin 40.00 0.00 X 119630 0 6675 Steven Dickie CEO 40.00 0.00 X 162960 0 24937 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 134564 0 10622 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 108300 0 15737 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 112850 0 17785 Anita Barnes VP Human Resources 40.00 0.00 X 96887 0 11197 735191 86953 5 false true false CDS Project Management 2105 West Concord Circle Broken Arrow OK 74012 Construction 947353 Summit Care 6830 W 121st Ct Overland Park KS 66209 Rehabilitation 933485 EUA 333 E Chicago St Milwaukee WI 53202 Consultants 399486 Total Medical 9435 E 51st St Tulsa OK 74135 Temporary Staffing 333560 SilverTree Technology 4021 S Harvard Ave Tulsa OK 74135 Technology Support 209692 5 2313412 2313412 Member Fees and Income 623000 11697466 11697466 Residential Living 623000 5845470 5845470 Other Resident Charges 623000 226249 226249 17769185 273990 273990 0 5790 5790 0 0 0 0 0 Upgrades 623000 84030 84030 Employee/Guest Meals 30940 30940 Other Revenue 623000 24324 24324 139294 20501671 17877539 310720 0 0 0 0 314202 314202 0 7511295 6845325 543894 122076 202162 133420 63394 5348 1228972 1152150 70337 6485 563890 506379 51261 6250 0 5346 5346 19200 19200 0 630 630 0 106221 98607 7614 219970 195426 24544 238831 219924 7214 11693 186562 167641 18921 0 0 44457 23519 20938 0 36176 36064 112 928678 928678 0 2696977 2667918 29059 340082 301177 38905 Therapy 1551884 1551884 Food Service 1350202 1350202 Maintenance 901675 896505 5170 Utilities 755216 755216 1155850 1062707 93143 20358478 18892742 1313142 152594 0 3812017 5817240 1098061 2010677 775523 875119 0 0 0 83155 90988 3283527 2845743 67371447 18674135 48485722 48697312 0 6574082 6495851 0 0 0 64112087 66832930 1032505 1070111 62964 23243 19000000 18112056 27998715 31877021 48094184 51082431 X 10148718 8432696 1520947 2969565 4348238 4348238 16017903 15750499 64112087 66832930 143193 -410597 X false true X true false X 1489373 268192 4807234 1905031 2313412 10783242 9516497 12265342 14741448 16502970 17769185 70795442 40940 39751 84030 164721 0 0 11005870 12533534 19589622 18447752 20166627 81743405 0 924588 3797620 645668 498654 5866530 924588 3797620 645668 498654 5866530 75876875 83211 113337 176343 277459 279780 930130 0 83211 113337 176343 277459 279780 930130 0 0 11089081 12646871 19765965 18725211 20446407 82673535 0.91780 0.88850 0.01130 0.00930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4868175 350000 -162374 240437 4815364 4677073 261259 165105 235262 4868175 1157865 3160756 474993 116542 4677072 1086403 5005 130722 64265 1157865 1150808 -7956 56449 1086403 0.05000 0.95000 false true true 2288674 2288674 54240368 14202113 40038255 5134745 1309075 3825670 3364729 2302758 1061971 2342931 860189 1482742 48697312 6495851 UNEARNED REVENUE 31877021 31877021 X 20091074 -410597 -410597 20501671 20501671 20358478 20358478 20358478 Part V, Line 4: Intended uses of the endowment fund. The Manor's endowments consist of twenty-two 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. Funds are invested in a highly diversified portfolio to mitigate downturns in a single sector. The underlying investment funds participate in the management styles of more than 30 different investment management firms. The fund's target asset allocations are 65% equities (stocks, REIT's, and private investments) and 25% fixed income and 10% inflation protected securities (inflation-linked bonds and commodities.) 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, 2015, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X true false X false false false false false false false false false false Steven Dickie CEO 111860 51100 15397 9540 187897 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