TRINITY WOODS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRINITY WOODS INC (EIN 73-0648458)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-02
- IRS object ID
- 201402459349300965
- Schema version
- 2013v3.1
- 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 | 2014-09-02T16:36:14-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morse & Co PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5121 South Wheeling Avenue Suite 20 | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 741056421 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas A Smith | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-09-02 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,766,485 | 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 | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 328 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $268,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,807,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,265,342 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,706,944 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,337 | PYInvestmentIncomeAmt |
| CY Investment Income | -$14,791 | CYInvestmentIncomeAmt |
| CY Other Revenue | $96,723 | CYOtherRevenueAmt |
| PY Total Revenue | $12,646,871 | PYTotalRevenueAmt |
| CY Total Revenue | $19,596,110 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,684,142 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,520,202 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $486 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $137,419 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,962,603 | PYOtherExpensesAmt |
| CY Other Expenses | $8,943,102 | CYOtherExpensesAmt |
| PY Total Expenses | $15,647,231 | PYTotalExpensesAmt |
| CY Total Expenses | $18,463,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,000,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,132,806 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,934,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,400,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,211,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,264,878 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,723,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,135,346 | 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 | $17,063,885 | ExpenseAmt |
| Revenue | $14,741,448 | RevenueAmt |
| Desc | Governance and Strategic PlanningExceptional boards measure organizational impact and evaluate their own performance, discuss and debate issues and open doors and connections. BoardSource The Handbook of Nonprofit GovernanceSatisfaction surveys were conducted in Assisted Living, Skilled Nursing Care, Residential Living, and from Employees. The results were used to set goals for improvement and to give direction to the Strategic Plan.As part of the strategic priorities, OMM purchased 6 properties in the adjacent subdivision during 2013. This initiative is funded by specific donations and other unrestricted contributions. The goal is to add 10 acres to the OMM 40-acre campus as space for expansion.The Board of Directors completed a self-assessment survey through BoardSource which evaluated the Boards governance performance. The outcome will assist the Board in setting direction, ensuring resources and providing oversight. The Strategic Plan was updated in 2013 with the following strategic priorities:Fully develop the OMM campusExpand services to meet current and future needsAdvocate for a new way to age wellPromote quality and continuous improvementAchieve financial sustainabilityThe Member Council, comprised of elected representatives from each of the independent neighborhoods, gave advice and counsel to the CEO during 2013. Wellness Programs at OMM"We do not get out of shape and weak because we get old. We get old because we become out of shape and weak."Successful aging is more than just avoiding illness and decline; instead, it's seeking a full life centered on whole-person wellness. Our Wellness Team focuses on seven dimensions of healthy aging: Physical, Intellectual, Emotional, Social, Spiritual, Environmental and Vocational. There are over 200 people who are using the Spann Wellness Center for exercising, educational classes and social interaction. The Wellness Nurse, whose office is in the Spann Wellness Center, offers classes, evaluations and checks for all members so they can achieve and maintain optimal wellness. The Wellness Center also generates charitable aid toward the community. Annual fundraisers for the Alzheimers Association and support of disease research such as breast cancer awareness are a few of the coordinated events.Health Care at OMMThe three plagues of loneliness, helplessness, and boredom account for the bulk of suffering among our Elders. (first guiding principle of the Eden Alternative)The Eden alternative program was founded on the idea of a person-centered community where Elders have autonomy over their daily lives. The Eden Alternative's principle-based philosophy empowers all care partners (employees, family members, volunteers, and the Elders themselves) to transform institutional approaches to care into caring communities where life is worth living. The architecture of the Households (remodeled in 2012) supports the new culture. Oklahoma Methodist Manor began teaching the principles of the Eden Alternative in 2013 and to date, 25 employees have attended a three-day training program. OMM is committed to teaching 50 more each year until all staff have been trained. In 2013 the Health Care Households provided care to a total of 229 individuals. Of that number, 148 individuals briefly resided in the health care households for rehabilitation before returning home. The average length of a rehabilitation stay was 31 days. The Holliman Living Center provided care to 56 individuals. The average length of stay is slightly more than two years. In its first full year of operation, OMMs Home Care Services provided care in the home of 35 Members.Residential Living at OMMThere is so much to do here; I could be busy every day. (comment from a Member)At the end of year in 2013 there were 258 people living in Villas, Patio Homes, Lakeside Homes, Crestwood, and Felt House apartments. OMM welcomed both couples and single people to 36 of these residences during 2013. The new Members were given an orientation to campus life and welcomed at a reception held in their honor. In addition to these receptions, the Life Enrichment department organized field trips, educational events, and holiday parties for the Members.Community PartnershipsNever doubt that a small, group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has. -- Margaret MeadOMM continued its affiliation agreement with the University of Oklahoma College of Medicine, Department of Family Medicine. Physicians in their second and third year of the Family Residency Program receive specialized training in gerontology in the Health Center.OMM continued its partnership with Osher Lifelong Learning Institute (OLLI) @ OSU by hosting classes for the senior education programs. Books Sandwiched In, a program of Tulsa City-County Library was hosted by OMM. There were 665 people who participated in the program. Another program of the Library, Great Decisions discussion group met at OMM.Reading Partners is a national education nonprofit dedicated to improving the reading skills of elementary school students from low-income communities who are reading 6 months to 2.5 years below grade-level. OMM volunteers were the first senior adults in Tulsa to work in this project. | Desc |
| Total Program Service Expenses | $17,063,885 | 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 | 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 | false | 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 | 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 |
| 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 328 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Dickie | PersonNm |
| Phone | 9187432565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4134 East 31st Street | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert Parker | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathy Glassco | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jerry Hudson | ||||||||
| 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 | ||
| John Miller | ||||||||
| 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 | ||
| Jane Mansfield | ||||||||
| 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 | ||
| Brian Cantrell | ||||||||
| 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 | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Funk | ||||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| 26 Tom Junk | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| 27 Phil Terry | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| 28 Stan Teter | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| 29 Kay Owens | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| 30 Ed Payton | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Morgan | ||||||||
| Sr VP of Fin | 40.00 | 0.00 | $107,827 | $0 | $6,260 | Yes (X) | ||
| Steven Dickie | ||||||||
| CEO | 40.00 | 0.00 | $125,513 | $0 | $21,164 | Yes (X) | ||
| CARI OWENS | ||||||||
| VP OF SALES & MKT | 40.00 | 0.00 | $118,639 | $0 | $9,832 | Yes (X) | ||
| DENNIS GRAHAM | ||||||||
| VP OF OPERATIONS | 40.00 | 0.00 | $97,457 | $0 | $14,600 | Yes (X) | ||
| MATTHEW LOYD | ||||||||
| VP OF HLTH & WELL | 40.00 | 0.00 | $103,584 | $0 | $16,580 | Yes (X) | ||
| Anita Barnes | ||||||||
| VP Human Resources | 40.00 | 0.00 | $89,896 | $0 | $10,422 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $642,916 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $78,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,807,234 | AllOtherContributionsAmt |
| Noncash Contributions | $3,852,074 | NoncashContributionsAmt |
| Total Contributions | $4,807,234 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Member Fees and Income | 623000 | $12,943,052 | $12,943,052 |
| Villas,Patio/Lakeside Fee | 623000 | $1,569,950 | $1,569,950 |
| Other Resident Charges | 623000 | $193,942 | $193,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,706,944 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,064 | TotalRevenueColumnAmt |
| Exclusion | $155,064 | 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 | $21,279 | TotalRevenueColumnAmt |
| Exclusion | $21,279 | 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 | $520 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $170,375 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$169,855 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$169,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$169,855 | RelatedOrExemptFuncIncomeAmt |
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/Guest Meals | $40,940 | $40,940 | ||
| Upgrades | $17,332 | 623000 | $17,332 | |
| Other Revenue | $17,172 | 623000 | $17,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75,444 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,596,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,571,593 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $217,283 | 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 | $260,764 | TotalAmt |
| Management And General | $260,764 | 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 | $7,368,554 | TotalAmt |
| Program Services | $6,713,528 | ProgramServicesAmt |
| Management And General | $548,278 | ManagementAndGeneralAmt |
| Fundraising | $106,748 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,933 | TotalAmt |
| Program Services | $101,459 | ProgramServicesAmt |
| Management And General | $60,549 | ManagementAndGeneralAmt |
| Fundraising | $2,925 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,780 | TotalAmt |
| Program Services | $1,032,460 | ProgramServicesAmt |
| Management And General | $67,432 | ManagementAndGeneralAmt |
| Fundraising | $5,888 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,171 | TotalAmt |
| Program Services | $556,909 | ProgramServicesAmt |
| Management And General | $56,947 | ManagementAndGeneralAmt |
| Fundraising | $6,315 | 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 | $5,701 | TotalAmt |
| Management And General | $5,701 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,200 | TotalAmt |
| Management And General | $19,200 | 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 | $0 | TotalAmt |
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 | $91,411 | TotalAmt |
| Program Services | $85,651 | ProgramServicesAmt |
| Management And General | $5,760 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,670 | TotalAmt |
| Program Services | $166,898 | ProgramServicesAmt |
| Management And General | $31,772 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,128 | TotalAmt |
| Program Services | $222,063 | ProgramServicesAmt |
| Management And General | $6,578 | ManagementAndGeneralAmt |
| Fundraising | $14,487 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,891 | TotalAmt |
| Program Services | $146,184 | ProgramServicesAmt |
| Management And General | $16,707 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,675 | TotalAmt |
| Program Services | $670,675 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,725 | TotalAmt |
| Program Services | $14,328 | ProgramServicesAmt |
| Management And General | $14,434 | ManagementAndGeneralAmt |
| Fundraising | $963 | FundraisingAmt |
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 | $15,007 | TotalAmt |
| Program Services | $14,914 | ProgramServicesAmt |
| Fundraising | $93 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,409 | TotalAmt |
| Program Services | $1,233,409 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,931 | TotalAmt |
| Program Services | $2,323,872 | ProgramServicesAmt |
| Management And General | $29,059 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,051 | TotalAmt |
| Program Services | $270,605 | ProgramServicesAmt |
| Management And General | $33,446 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Food Service | $1,187,034 | $1,187,034 | |
| Therapy | $1,016,534 | $1,016,534 | |
| Maintenance | $945,067 | $937,730 | $7,337 |
| State Assessment Fee | $269,068 | $269,068 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,600 | TotalAmt |
| Program Services | $100,564 | ProgramServicesAmt |
| Management And General | $98,036 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,463,304 | TotalAmt |
| Program Services | $17,063,885 | ProgramServicesAmt |
| Management And General | $1,262,000 | ManagementAndGeneralAmt |
| Fundraising | $137,419 | 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 | $6,631,197 | BOYAmt |
| EOY | $5,315,964 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,300 | BOYAmt |
| EOY | $1,379,847 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,875 | BOYAmt |
| EOY | $703,899 | 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 | $60,408 | BOYAmt |
| EOY | $83,563 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,909,449 | BOYAmt |
| EOY | $3,688,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,214,575 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,227,191 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,676,774 | BOYAmt |
| EOY | $48,987,384 | 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 | $2,721,552 | BOYAmt |
| EOY | $6,237,397 | 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 | $3,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,934,220 | BOYAmt |
| EOY | $66,400,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,593 | BOYAmt |
| EOY | $1,260,479 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,160 | BOYAmt |
| EOY | $17,685 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,816,832 | BOYAmt |
| EOY | $23,050,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,140,567 | BOYAmt |
| EOY | $24,936,714 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,211,152 | BOYAmt |
| EOY | $49,264,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,577,555 | BOYAmt |
| EOY | $12,856,695 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,289 | BOYAmt |
| EOY | $191,671 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,224 | BOYAmt |
| EOY | $4,086,980 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,723,068 | BOYAmt |
| EOY | $17,135,346 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,934,220 | BOYAmt |
| EOY | $66,400,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,132,806 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $279,472 | 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 | $3,249,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,411,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,489,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,807,234 | CurrentTaxYearAmt |
| Total | $14,225,305 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,171,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,011,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,516,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,265,342 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,741,448 | CurrentTaxYearAmt |
| Total | $55,706,018 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $40,940 | CurrentTaxYearAmt |
| Total | $40,940 | 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 | $12,420,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,422,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,005,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,533,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,589,622 | CurrentTaxYearAmt |
| Total | $69,972,263 | 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 Minus3 Years | $2,471,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $924,588 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,396,542 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,471,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $924,588 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,396,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $66,575,721 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,343 | CurrentTaxYearAmt |
| Total | $493,431 | 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 | $58,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,343 | CurrentTaxYearAmt |
| Total | $493,431 | 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 | $12,479,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,484,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,089,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,646,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,765,965 | CurrentTaxYearAmt |
| Total | $70,465,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93900 | PublicSupportPY509Pct |
| Investment Income CY | 0.00700 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00620 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $665,057 | BeginningYearBalanceAmt |
| Contributions | $215,896 | ContributionsAmt |
| Investment Earnings Or Losses | $206,032 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,118 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,053,867 | 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 | $2,090,917 | OtherCostOrOtherBasisAmt |
| Book Value | $2,090,917 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,929,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,470,059 | DepreciationAmt |
| Book Value | $41,459,691 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,900,269 | OtherCostOrOtherBasisAmt |
| Depreciation | $846,126 | DepreciationAmt |
| Book Value | $3,054,143 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,723,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,428,094 | DepreciationAmt |
| Book Value | $1,295,508 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,570,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,912 | DepreciationAmt |
| Book Value | $1,087,125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,987,384 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $6,237,397 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEARNED REVENUE | Desc |
| Amt | $24,936,714 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,936,714 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,045,437 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $279,472 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $169,855 | OtherRevenueAmt |
| Revenue Not Reported | $449,327 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,596,110 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $19,596,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,633,159 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $169,855 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $169,855 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,463,304 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $18,463,304 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE FOUNDATION MANAGES LIFE INCOME TRUSTS, ENDOWED FUNDS FOR THE BENEFIT OF CHURCHES AND RELATED AGENCIES, AND MANAGED FUNDS OWNED BY INDIVIDUAL UNITED METHODIST CHURCHES IN THE CONFERENCE AND OTHER AFFILIATED METHODIST ORGANIZATIONS. BECAUSE THESE FUNDS DO NOT REPRESENT NET ASSETS OF THE FOUNDATION, THEY ARE REFLECTED AS LIABILITIES IN THE STATEMENTS OF FINANCIAL POSITION. IN ADDITION, EARNINGS AND DISTRIBUTIONS RELATED TO SUCH ASSETS ARE EXCLUDED FROM THE STATEMENTS OF ACTIVITIES. |
| Part X : FIN48 Footnote | THE MANOR HAS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES) ON JANUARY 1, 2009. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE ADOPTION DATE AND AT DECEMBER 31, 2013, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Loss on disposition of assets $169855 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Loss on disposition of assets $169855 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Similar sales | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,155,448 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $634,776 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Life insurance | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $59,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Face value | 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 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 POSITIONS REPORTING TO THE EXECUTIVE DIRECTOR IS REVIEWED WITH THE BOARD HUMAN RESOURCES COMMITTEE CHAIR. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 CLASSEN BOULEVARD | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| 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 |