TRINITY WOODS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY WOODS INC (EIN 73-0648458)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-20
- IRS object ID
- 201512019349300346
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-20T14:17:01-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2014-01-01 | 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 Morgan | PersonNm |
| Person Title | Sr VP of Fin | PersonTitleTxt |
| Signature | 2015-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tim L Roberts | PreparerPersonNm |
| PTIN | P00000948 | PTIN |
| Phone | 9187491040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $18,791,691 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| 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 | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 310 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,807,234 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,905,031 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,706,944 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,502,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$14,791 | PYInvestmentIncomeAmt |
| CY Investment Income | $267,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $96,723 | PYOtherRevenueAmt |
| CY Other Revenue | $116,238 | CYOtherRevenueAmt |
| PY Total Revenue | $19,596,110 | PYTotalRevenueAmt |
| CY Total Revenue | $18,791,691 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,520,202 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,109,257 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $36,702 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,137 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,943,102 | PYOtherExpensesAmt |
| CY Other Expenses | $9,693,536 | CYOtherExpensesAmt |
| PY Total Expenses | $18,463,304 | PYTotalExpensesAmt |
| CY Total Expenses | $19,839,495 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,132,806 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,047,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,400,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,112,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,264,878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,094,184 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,135,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,017,903 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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 | $18,376,062 | ExpenseAmt |
| Revenue | $16,573,707 | RevenueAmt |
| Desc | Governance and Strategic PlanningLeadership is the capacity to translate vision into reality." - Warren BennisThe Board of Directors and Leadership Staff attended a 2-day generative governance and strategic planning retreat.The Board commissioned planning work on the next phase of campus redevelopment of the OMM campus including: Site Planning, Marketing, Project Development and Capital Campaign Feasibility.An online survey and focus groups were held during the planning process. In December of 2014, the Board committed to rebuilding the assisted living residences, replacing the main kitchen and associated dining venue, adding dementia care assisted living residences, and building a new community center. The Member Council, 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 2014 were Jess Evans, President, Joanna Tuers, Vice President, and Beverly Niebruegge, Secretary.Past Board members formed an advisory committee.A one-day seminar on board leadership and philanthropic responsibility was attended by the OMM Board and board members from community non-profits. The presenter was Jerry Panas, nationally known philanthropic consultant. Wellness Programs at OMM"Health is a state of complete physical, mental and social well-being, and not merely the absence of disease or infirmity." - World Health OrganizationThe number of members using the Spann Wellness Center grew in 2014, indicating physical wellness and education were a priority for them. There were 14,994 visits, of which 6,099 were from women and 8,895 from men. Classes cover a wide range of physical needs including balance, strength, range of motion, flexibility, arthritis, osteoporosis and endurance.The Centers for Disease Control and Prevention states, "Among older adults, falls are the leading cause of both fatal and nonfatal injuries." The wellness team collected data and documented the fact that by using the Spann Wellness Center regularly, members cut their chances of falling by greater than half. Those who did not use the Spann Wellness Center were three times more likely to have a major lifestyle change after a fall. To support regular exercise programs in 2014, Spann offered a 6 month course to focus on osteoporosis. For those who completed the class there was an increase in muscle strength and bone density as well as a gain of muscle and a loss of body fat. The numbers varied for each individual but everyone saw some improvement in one or more areas tested.Health Care at OMMMedical treatment should be the servant of genuine human caring, never its master. (The 7th principle of the Eden Alternative)Over 100 people attended the World Maker training, the introduction and basic education for person-centered care. 24 caregivers became Certified Eden Associates in 2014. Four staff members were credentialed as Eden Trainers. Powerful Tools for Caregivers, a six-week course designed to help caregivers thrive when fulfilling the call to care for a loved one, was presented three times in 2014. Staff Wellness Nurse and Chaplain facilitated the classes that were attended by staff and family members. In 2014 the Health Care Households provided care to 242 individuals. Of that number, 167 individuals briefly resided in the health care households for rehabilitation before returning home. The average length of rehabilitation stay was 34 days.The Holliman Living Center provided care to 67 individuals.Students from both the OU and OSU Medical Schools were hosted in 2014. 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 in OU, ORU and Tulsa Tech's licensed nursing programs.Medicaid recipients who needed supplemental assistance received support.Residential Living at OMMWe have all known the long loneliness and we have learned that the only solution is love and that love comes with community. - Dorothy DayAt the end of year in 2014 there were 264 people living in the residential living community. The accomodations include Felt House, Patio and Lakeside Homes, Villas and Crestwood. All new members were given an orientation to campus life. There were 5 new-member receptions, 22 theme parties, 43 educational or entertainment programs, and 53 off-campus outings during the year.Volunteerism is strong among the residential community with 110 active volunteers serving in the Tulsa community and on campus.Community PartnershipsThe life I touch for good or ill will touch another life, and that in turn another, until who knows where the trembling stops or in what far place my touch will be felt. - Frederick BuechnerLife Senior Services partnered with OMM for Pink Event (breast cancer awareness) and the Health Fair.Annual fundraisers for Alzheimer's Association were held on campus. Books Sandwiched In, a program of the Friends of the Tulsa City-County Library continued throughout 2014.OMM was one of the first regular stops for R&G Family Grocers, a project of the Tulsa Food Security Council, in their first year of operation.The needlecraft group knitted baby caps for the premature babies at St. Francis Hospital.OMM had 13 volunteer tutors in Reading Partners during 2013-14 school year and 4 in 2014-15 school year. Marian Anderson Elementary School was served.Hosted and provided housing for 13 college students who participated in Project Transformation camps. | Desc |
| Total Program Service Expenses | $18,376,062 | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 310 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 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 (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Gail Runnels | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas A Smith | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Carolyn Evans | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Miller | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Audrey Thompson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John White | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sara Bailey | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paul Reagan | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Asa Adamson | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Cobb | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susie Butterworth | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary R Belitz | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Earley | ||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David W Bryant | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Charles Cole | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bishop Robert Hayes Jr | ||||||||
| Advisory Direct | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bill Junk | ||||||||
| Advisory Direct | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Peil | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Todd Lee | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Forsman | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lynnwood Moore | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Funk | ||||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Tom Junk | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Phil Terry | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stan Teter | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| 26 Kay Owens | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| 27 Ed Payton | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Morgan | ||||||||
| Sr VP of Fin | 40.00 | 0.00 | $111,488 | $0 | $6,496 | Yes (X) | ||
| Steven Dickie | ||||||||
| CEO | 40.00 | 0.00 | $134,299 | $0 | $22,959 | Yes (X) | ||
| CARI OWENS | ||||||||
| VP OF SALES & MKT | 40.00 | 0.00 | $117,522 | $0 | $10,441 | Yes (X) | ||
| DENNIS GRAHAM | ||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $101,798 | $0 | $15,488 | Yes (X) | ||
| MATTHEW LOYD | ||||||||
| VP OF HLTH & WELL | 40.00 | 0.00 | $111,486 | $0 | $17,541 | Yes (X) | ||
| Anita Barnes | ||||||||
| VP Human Resources | 40.00 | 0.00 | $93,329 | $0 | $11,050 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $669,922 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $83,975 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,905,031 | AllOtherContributionsAmt |
| Total Contributions | $1,905,031 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Member Fees and Income | 623000 | $11,015,690 | $11,015,690 |
| Residential Living | 623000 | $5,268,559 | $5,268,559 |
| Other Resident Charges | 623000 | $218,721 | $218,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,502,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,452 | TotalRevenueColumnAmt |
| Exclusion | $267,452 | 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 | $10,007 | TotalRevenueColumnAmt |
| Exclusion | $10,007 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Upgrades | 623000 | $38,277 | $38,277 | |
| Employee/Guest Meals | $35,494 | $35,494 | ||
| Other Revenue | 623000 | $32,460 | $32,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,231 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,791,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,573,707 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $312,953 | 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 | $275,242 | TotalAmt |
| Management And General | $275,242 | ManagementAndGeneralAmt |
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 | $7,604,664 | TotalAmt |
| Program Services | $6,922,855 | ProgramServicesAmt |
| Management And General | $570,093 | ManagementAndGeneralAmt |
| Fundraising | $111,716 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,683 | TotalAmt |
| Program Services | $109,063 | ProgramServicesAmt |
| Management And General | $61,314 | ManagementAndGeneralAmt |
| Fundraising | $4,306 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,456,240 | TotalAmt |
| Program Services | $1,375,182 | ProgramServicesAmt |
| Management And General | $74,627 | ManagementAndGeneralAmt |
| Fundraising | $6,431 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,428 | TotalAmt |
| Program Services | $537,287 | ProgramServicesAmt |
| Management And General | $54,884 | ManagementAndGeneralAmt |
| Fundraising | $6,257 | 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 | $6,915 | TotalAmt |
| Management And General | $6,915 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,172 | TotalAmt |
| Management And General | $16,172 | 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 | $36,702 | TotalAmt |
| Fundraising | $36,702 | 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 | $145,304 | TotalAmt |
| Program Services | $137,031 | ProgramServicesAmt |
| Management And General | $8,273 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,514 | TotalAmt |
| Program Services | $175,666 | ProgramServicesAmt |
| Management And General | $19,848 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,925 | TotalAmt |
| Program Services | $241,507 | ProgramServicesAmt |
| Management And General | $6,751 | ManagementAndGeneralAmt |
| Fundraising | $9,667 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,652 | TotalAmt |
| Program Services | $154,260 | ProgramServicesAmt |
| Management And General | $17,392 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,515 | TotalAmt |
| Program Services | $749,515 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,664 | TotalAmt |
| Program Services | $11,099 | ProgramServicesAmt |
| Management And General | $18,565 | 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 | $30,080 | TotalAmt |
| Program Services | $29,022 | ProgramServicesAmt |
| Fundraising | $1,058 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,393 | TotalAmt |
| Program Services | $1,067,393 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,580,843 | TotalAmt |
| Program Services | $2,551,784 | ProgramServicesAmt |
| Management And General | $29,059 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,734 | TotalAmt |
| Program Services | $288,123 | ProgramServicesAmt |
| Management And General | $35,611 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food Service | $1,334,096 | $1,334,096 | |
| Therapy | $1,280,308 | $1,280,308 | |
| Maintenance | $822,225 | $815,799 | $6,426 |
| State Assessment Fee | $292,934 | $292,934 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,262 | TotalAmt |
| Program Services | $303,138 | ProgramServicesAmt |
| Management And General | $86,124 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,839,495 | TotalAmt |
| Program Services | $18,376,062 | ProgramServicesAmt |
| Management And General | $1,287,296 | ManagementAndGeneralAmt |
| Fundraising | $176,137 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,315,964 | BOYAmt |
| EOY | $3,812,017 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,847 | BOYAmt |
| EOY | $1,098,061 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,899 | BOYAmt |
| EOY | $775,523 | 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 | $83,563 | BOYAmt |
| EOY | $83,155 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,505 | BOYAmt |
| EOY | $3,283,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,866,068 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,380,346 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,987,385 | BOYAmt |
| EOY | $48,485,722 | 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 | $6,237,397 | BOYAmt |
| EOY | $6,574,082 | 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 | $3,665 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,400,224 | BOYAmt |
| EOY | $64,112,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,479 | BOYAmt |
| EOY | $1,032,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,685 | BOYAmt |
| EOY | $62,964 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,050,000 | BOYAmt |
| EOY | $19,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,936,714 | BOYAmt |
| EOY | $27,998,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,264,878 | BOYAmt |
| EOY | $48,094,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,856,695 | BOYAmt |
| EOY | $10,148,718 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,671 | BOYAmt |
| EOY | $1,520,947 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,086,980 | BOYAmt |
| EOY | $4,348,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,135,346 | BOYAmt |
| EOY | $16,017,903 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,400,224 | BOYAmt |
| EOY | $64,112,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,047,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$69,639 | 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 | $4,411,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,489,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,807,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,905,031 | CurrentTaxYearAmt |
| Total | $12,881,240 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,011,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,516,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,265,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,741,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,499,811 | CurrentTaxYearAmt |
| Total | $63,034,288 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $40,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,751 | CurrentTaxYearAmt |
| Total | $80,691 | 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 | $14,422,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,005,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,533,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,589,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,444,593 | CurrentTaxYearAmt |
| Total | $75,996,219 | 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 | $2,471,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $924,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,797,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,761 | CurrentTaxYearAmt |
| Total | $7,839,923 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,471,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $924,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,797,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,761 | CurrentTaxYearAmt |
| Total | $7,839,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $68,156,296 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,459 | CurrentTaxYearAmt |
| Total | $711,959 | 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 | $61,609 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $277,459 | CurrentTaxYearAmt |
| Total | $711,959 | 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 | $14,484,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,089,081 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,646,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,765,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,722,052 | CurrentTaxYearAmt |
| Total | $76,708,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94480 | PublicSupportPY509Pct |
| Investment Income CY | 0.00930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00700 | 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 | $4,677,073 | BeginningYearBalanceAmt |
| Contributions | $261,259 | ContributionsAmt |
| Investment Earnings Or Losses | $165,105 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,262 | OtherExpendituresAmt |
| End Year Balance | $4,868,175 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,157,865 | BeginningYearBalanceAmt |
| Contributions | $3,160,756 | ContributionsAmt |
| Investment Earnings Or Losses | $474,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $116,542 | OtherExpendituresAmt |
| End Year Balance | $4,677,072 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,086,403 | BeginningYearBalanceAmt |
| Contributions | $5,005 | ContributionsAmt |
| Investment Earnings Or Losses | $130,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,265 | OtherExpendituresAmt |
| End Year Balance | $1,157,865 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,150,808 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,956 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,449 | OtherExpendituresAmt |
| End Year Balance | $1,086,403 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,053,867 | BeginningYearBalanceAmt |
| Contributions | $24,918 | ContributionsAmt |
| Investment Earnings Or Losses | $109,478 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $37,455 | OtherExpendituresAmt |
| End Year Balance | $1,150,808 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95000 | 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 | $2,274,069 | OtherCostOrOtherBasisAmt |
| Book Value | $2,274,069 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,300,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,813,911 | DepreciationAmt |
| Book Value | $40,486,721 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,576,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,057,412 | DepreciationAmt |
| Book Value | $3,519,254 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,027,920 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,840,725 | DepreciationAmt |
| Book Value | $1,187,195 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,686,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $668,298 | DepreciationAmt |
| Book Value | $1,018,483 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,485,722 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $6,574,082 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEARNED REVENUE | Desc |
| Amt | $27,998,715 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,998,715 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,722,052 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$69,639 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$69,639 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,791,691 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $18,791,691 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,839,495 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $19,839,495 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $19,839,495 | 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 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. |
| 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, 2014, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | OK | LicensedStatesCd |
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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Dickie | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $100,499 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $33,800 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $15,922 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $7,037 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $157,258 | 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 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 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 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 OKLAHOMA 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 |