2013-09-03T12:11:05-07:00 2012-12-31 Morse & Co PLLC 6950 S Utica Avenue Tulsa OK 741363903 990 2012-01-01 730648458 Oklahoma Methodist Manor Inc OKLA 9187432565 4134 East 31st Street Tulsa OK 74135 Thomas A Smith 2013-09-03 true Tim L Roberts P00000948 9187491040 2012 2016-02-24 21:20:13Z Steven Dickie 4134 East 31st Street Tulsa OK 74135 12646871 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 25 326 50 0 1489373 268192 9516497 12265342 83211 113337 0 11089081 12646871 0 0 6788519 8684142 486 89218 4228897 6962603 11017416 15647231 71665 -3000360 48660859 62934220 30017182 47211152 18643677 15723068 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 14545976 12378679 OKLAHOMA METHODIST MANOR INC. IS A FAITH-BASED, NOT-FOR-PROFIT CONTINUOUS CARE RETIREMENT COMMUNITY LOCATED IN TULSA, OKLAHOMA. OKLAHOMA METHODIST MANOR (OMM) IS A PUBLIC BENEFIT CORPORATION AND A FEDERAL TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION WAS FOUNDED IN 1956 AND IS AFFILIATED WITH THE OKLAHOMA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. IN THE SPIRIT OF CHRIST, THE MISSION OF OKLAHOMA METHODIST MANOR IS TO IMPROVE THE QUALITY OF LIFE FOR SENIORS BY PROVIDING HOUSING, NUTRITION AND HEALTH CARE SERVICES THAT MEET THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF EACH MEMBER. BUILDING ON CHRISTIAN PRINCIPLES IS A COMMITMENT TO CONTINUOUS IMPROVEMENT, OUR VISION IS TO BE THE PREEMINENT PARTNER IN OFFERING COMPREHENSIVE CARE COMMUNITY FOR SENIOR ADULTS AND THEIR FAMILIES.THE PATIO HOMES, LAKESIDE HOMES, FELT HOUSE, VILLAS AND CRESTWOOD WERE RESIDENCE TO 247 MEMBERS. CRESTWOOD OPENED JUNE, 2012 AND 85 PEOPLE MOVED INTO 64 RESIDENCES. THE AMBASSADORS CLUB WAS FORMED. THEY ARE A GROUP OF MEMBERS WHO ARE DEDICATED TO TELLING THE OMM STORY TO THOSE SEEKING THE BENEFITS OF COMMUNITY LIVING.THE HOLLIMAN ASSISTED LIVING CENTER SERVED 57 MEMBERS. OMM BECAME LICENSED TO PROVIDE HOME HEALTH SERVICES. NURSING CARE WAS PROVIDED TO 313 PEOPLE. REHABILITATIVE CARE WAS PROVIDED TO 187 INDIVIDUALS WHOSE AVERAGE LENGTH OF STAY WAS 35 DAYS. THE LABYRINTH GARDEN LOCATED ADJACENT TO THE HEALTH CENTER WAS DEDICATED AS A PLACE OF RESTORATIVE PRAYER.THE SPANN WELLNESS CENTER OPENED IN JUNE, 2012. 157 MEMBERS JOINED THE WELLNESS CENTER AND MONTHLY AVERAGE NUMBER OF VISITS WAS 1087. OF THE 84 MEMBERS WHO PARTICIPATED IN SENIOR FITNESS TESTING, 77% SCORED IN THE NORMAL TO ABOVE AVERAGE RANGE. FIVE MEMBERS PARTICIPATED IN THE OKLAHOMA SENIOR OLYMPIC GAMES AND THEY WON 10 MEDALS. THE SEVEN DIMENSIONS OF WELLNESS AS DEFINED BY THE INTERNATIONAL COUNCIL OF ACTIVE AGING (ICAA) GUIDED THE OMM PROGRAMMING, ACTIVITIES AND EVENTS. OMM BECAME A SITE FOR OSHER LIFELONG LEARNING INSTITUTE (OLLI) PRESENTED THROUGH OKLAHOMA STATE UNIVERSITY. 930 PEOPLE PARTICIPATED IN THE CLASSES THAT WERE HELD ON OUR CAMPUS.OMM 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 RECEIVED SPECIALIZED TRAINING IN GERONTOLOGY IN THE HEALTH CENTER. OMM HOSTED AN ADMINISTRATOR-IN-TRAINING (AIT)INTERN FOR THE STATE OF OKLAHOMA BOARD OF EXAMINERS FOR LONG TERM CARE ADMINISTRATORS; THE VP OF HEALTH AND WELLNESS SERVED AS THE PRECEPTOR OF THE 560 HOUR INTERNSHIP.KEY STAFF ROLES WERE SELECTED IN 2012: VP OF DEVELOPMENT, CHARLENE FABIAN; JACOB WILL, ASSISTED LIVING DIRECTOR; SUSAN CACOPERDO, RN, HOME HEALTH DIRECTOR; STEPHANIE HENDERSON, HEALTH CENTER RECREATIONAL THERAPIST; MARTHA BLEVINS, HEALTH CENTER NUTRITIONIST; LISA DAVIS, FITNESS COORDINATOR; LING PHAM, EXECUTIVE CHEF AT THE CHARTER OAK RESTAURANT; AND IRENE BROWN, LIFE ENRICHMENT COORDINATOR. DENNIS GRAHAM WAS RECOGNIZED BY LEADING AGE OKLAHOMA AS THE 2012 OUTSTANDING LEADER IN AGING SERVICES.CHRISTMAS GIFTS WERE PURCHASED FOR ALL 82 MEMBERS IN THE HEALTH CENTER THROUGH THE KINDNESS AND GENEROSITY OF TULSA UNITED METHODIST CHURCHES.A SAMPLING OF 39 OMM MEMBERS WERE ASKED ABOUT THEIR VOLUNTEER SERVICE FOR LOCAL CHARITIES IN THE COMMUNITY AND ON THE OMM CAMPUS. ON AVERAGE, THE MEMBERS VOLUNTEERED 3 TIMES A MONTH. EACH MEMBER ON AVERAGE VOLUNTEERED IN 3 OR MORE CHARITABLE POSITIONS. THE MEDIAN NUMBER OF YEARS A VOLUNTEER SERVED A CHARITY WAS 9 YEARS. 14545976 true true false false false false false false false true true false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false true false false false false true 9 0 true 326 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 X X Steven Dickie 9187432565 4134 East 31st Street Tulsa OK 74135 Stan Teter 1.00 0.00 X 0 0 0 Phil Terry 1.00 0.00 X 0 0 0 Tom Junk 1.00 0.00 X 0 0 0 Robert Funk 1.00 0.00 X X 0 0 0 Don Forsman 1.00 0.00 X 0 0 0 Jo Ratliff 1.00 0.00 X 0 0 0 Todd Lee 1.00 0.00 X 0 0 0 Dan Peil 1.00 0.00 X 0 0 0 Bill Junk 1.00 0.00 X 0 0 0 Bishop Robert Hayes Jr 1.00 0.00 X 0 0 0 Jane Mansfield 1.00 0.00 X 0 0 0 Charles Cole 1.00 0.00 X 0 0 0 Lynnwood Moore 1.00 0.00 X 0 0 0 Sharon Earley 1.00 0.00 X 0 0 0 George Grisaffe 1.00 0.00 X 0 0 0 Susie Butterworth 1.00 0.00 X 0 0 0 John Miller 1.00 0.00 X 0 0 0 Patricia Cobb 1.00 0.00 X 0 0 0 Asa Adamson 1.00 0.00 X 0 0 0 Paul Reagan 1.00 0.00 X 0 0 0 Sara Bailey 1.00 0.00 X 0 0 0 Jerry Hudson 1.00 0.00 X 0 0 0 Kathy Glassco 1.00 0.00 X 0 0 0 Robert Parker 1.00 0.00 X 0 0 0 Carolyn Evans 1.00 0.00 X X 0 0 0 Thomas A Smith 1.00 0.00 X X 0 0 0 Gail Runnels 1.00 0.00 X X 0 0 0 Steven Dickie 40.00 0.00 X 96609 0 54644 Scott Morgan 40.00 0.00 X 112343 0 5937 CARI OWENS 40.00 0.00 X 139958 0 9446 DENNIS GRAHAM 40.00 0.00 X 116657 0 14110 MATTHEW LOYD 40.00 0.00 X 112650 0 12298 578217 96435 4 false true false 0 268192 268192 Villas,Patio/Lakeside Fee 900099 1449573 1449573 Member Fees and Income 900099 10815769 10815769 12265342 113337 113337 0 0 0 0 0 0 0 0 12646871 12378679 0 0 0 0 269533 269533 0 6633626 6190087 373490 70049 129441 86103 43338 1067939 1023798 42316 1825 583603 541396 37927 4280 0 6087 6087 16000 16000 0 486 486 0 99740 93455 6285 130191 108734 21457 237170 218561 7085 11524 144422 131387 13035 0 0 41422 18315 22129 978 0 18919 18843 76 755646 755646 0 1598752 1569693 29059 282346 255246 27100 Utilities 550975 550975 Maintenance 746426 736617 9809 Therapy 963882 963882 Food Service 983101 983101 387524 300137 87387 15647231 14545976 1012037 89218 0 5792495 6631197 278681 109300 465782 821875 0 0 0 38926 60408 28506 3909449 61048874 12372100 40832468 48676774 0 1220336 2721552 0 0 3665 3665 48660859 62934220 3962989 2200593 24851 53160 20795144 23816832 5234198 21140567 30017182 47211152 X 16847960 14577555 874498 219289 921219 926224 18643677 15723068 48660859 62934220 X -3000360 79751 X false true X true false X 1714976 3249096 4411410 1489373 268192 11133047 9491074 9171541 10011190 9516497 12265342 50455644 0 0 0 11206050 12420637 14422600 11005870 12533534 61588691 0 2471954 924588 3396542 2471954 924588 3396542 58192149 67242 58931 61609 83211 113337 384330 0 67242 58931 61609 83211 113337 384330 0 0 11273292 12479568 14484209 11089081 12646871 61973021 0.93900 0.93740 0.00620 0.00560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1086403 5005 130722 64265 1157865 1150808 -7956 56449 1086403 1053867 24918 109478 37455 1150808 665057 215896 206032 33118 1053867 908336 121510 -322890 41899 665057 0.20000 0.80000 false true true 1179220 1179220 52684014 10178913 42505101 3237769 780326 2457443 2406845 1002422 1404423 1541026 410439 1130587 48676774 UNEARNED REVENUE 21140567 21140567 X 12726622 79751 79751 12646871 12646871 15647231 15647231 15647231 Part X 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, 2011, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. Part V, Line 4 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. X true false X false false false false false false false false false false Steven Dickie 84669 11940 54644 151253 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases NET UNREALIZED GAINS ON INVESTMENTS = $79751 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available BY REQUEST Form 990, Part VI, Line 15a 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 12c 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 11b 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. 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