2015-07-20T14:17:01-07:00 2014-12-31 Morse & Co PLLC 5121 South Wheeling Avenue Suite 20 Tulsa OK 741056421 990 2014-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Scott Morgan Sr VP of Fin 2015-07-20 true Tim L Roberts P00000948 9187491040 2014 2016-02-25 16:41:14Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 18791691 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. 25 25 310 110 0 4807234 1905031 14706944 16502970 -14791 267452 96723 116238 19596110 18791691 0 0 9520202 10109257 36702 176137 8943102 9693536 18463304 19839495 1132806 -1047804 66400224 64112087 49264878 48094184 17135346 16017903 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 18376062 16573707 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. 18376062 true true false false false false false false false true true true false false true true true false false false false false false true 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 10 0 true 310 true false false false false false false false false 0 false false false false false false false false false false X 25 25 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 Thomas A Smith Treasurer 1.00 0.00 X X 0 0 0 Carolyn Evans 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 Paul Reagan Director 1.00 0.00 X 0 0 0 Asa Adamson Director 1.00 0.00 X 0 0 0 Patricia Cobb Director 1.00 0.00 X 0 0 0 Susie Butterworth Director 1.00 0.00 X 0 0 0 Gary R Belitz Director 1.00 0.00 X 0 0 0 Sharon Earley Vice President 1.00 0.00 X X 0 0 0 David W Bryant Director 1.00 0.00 X 0 0 0 Charles Cole Director 1.00 0.00 X 0 0 0 Bishop Robert Hayes Jr Advisory Direct 1.00 0.00 X 0 0 0 Bill Junk Advisory Direct 1.00 0.00 X 0 0 0 Dan Peil Director 1.00 0.00 X 0 0 0 Todd Lee Director 1.00 0.00 X 0 0 0 Don Forsman 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 Tom Junk Director 1.00 0.00 X 0 0 0 Phil Terry Director 1.00 0.00 X 0 0 0 Stan Teter Secretary 1.00 0.00 X X 0 0 0 26 Kay Owens Director 1.00 0.00 X 0 0 0 27 Ed Payton Director 1.00 0.00 X 0 0 0 Scott Morgan Sr VP of Fin 40.00 0.00 X 111488 0 6496 Steven Dickie CEO 40.00 0.00 X 134299 0 22959 CARI OWENS VP OF SALES & MKT 40.00 0.00 X 117522 0 10441 DENNIS GRAHAM VP OF OPERATIONS 40.00 0.00 X 101798 0 15488 MATTHEW LOYD VP OF HLTH & WELL 40.00 0.00 X 111486 0 17541 Anita Barnes VP Human Resources 40.00 0.00 X 93329 0 11050 669922 83975 5 false true false 0 1905031 1905031 Member Fees and Income 623000 11015690 11015690 Residential Living 623000 5268559 5268559 Other Resident Charges 623000 218721 218721 16502970 267452 267452 0 10007 10007 0 0 0 0 0 Upgrades 623000 38277 38277 Employee/Guest Meals 35494 35494 Other Revenue 623000 32460 32460 106231 18791691 16573707 312953 0 0 0 0 275242 275242 0 7604664 6922855 570093 111716 174683 109063 61314 4306 1456240 1375182 74627 6431 598428 537287 54884 6257 0 6915 6915 16172 16172 0 36702 36702 0 145304 137031 8273 195514 175666 19848 257925 241507 6751 9667 171652 154260 17392 0 749515 749515 29664 11099 18565 0 30080 29022 1058 1067393 1067393 0 2580843 2551784 29059 323734 288123 35611 Food Service 1334096 1334096 Therapy 1280308 1280308 Maintenance 822225 815799 6426 State Assessment Fee 292934 292934 389262 303138 86124 19839495 18376062 1287296 176137 -1 0 5315964 3812017 1379847 1098061 703899 775523 0 0 0 83563 83155 3688505 3283527 64866068 16380346 48987385 48485722 0 6237397 6574082 0 0 3665 0 66400224 64112087 1260479 1032505 17685 62964 23050000 19000000 24936714 27998715 49264878 48094184 X 12856695 10148718 191671 1520947 4086980 4348238 17135346 16017903 66400224 64112087 -1047804 -69639 X false true X true false X 4411410 1489373 268192 4807234 1905031 12881240 10011190 9516497 12265342 14741448 16499811 63034288 40940 39751 80691 0 0 14422600 11005870 12533534 19589622 18444593 75996219 0 2471954 924588 3797620 645761 7839923 2471954 924588 3797620 645761 7839923 68156296 61609 83211 113337 176343 277459 711959 0 61609 83211 113337 176343 277459 711959 0 0 14484209 11089081 12646871 19765965 18722052 76708178 0.88850 0.94480 0.00930 0.00700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4677073 261259 165105 235262 4868175 1157865 3160756 474993 116542 4677072 1086403 5005 130722 64265 1157865 1150808 -7956 56449 1086403 1053867 24918 109478 37455 1150808 0.05000 0.95000 false true true 2274069 2274069 53300632 12813911 40486721 4576666 1057412 3519254 3027920 1840725 1187195 1686781 668298 1018483 48485722 6574082 UNEARNED REVENUE 27998715 27998715 X 18722052 -69639 -69639 18791691 18791691 19839495 19839495 19839495 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. X X X X X false OK X true false X false false false false false false false false false false Steven Dickie CEO 100499 33800 15922 7037 157258 Part I, Line 1a: Relevant information in regards to selections on 1a. 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 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