2011-08-15T10:03:01-05:00 2010-12-31 EIDE BAILLY LLP 2424 E 21ST ST SUITE 200 TULSA OK 74114 990 2010-01-01 730648458 OKLAHOMA METHODIST MANOR INC OKLA 9187432565 4134 EAST 31ST STREET TULSA OK 74135 TOM SMITH 9187432565 2011-08-15 1 DAN CUNNINGHAM 9187485000 2011-08-10 2010 2016-02-24 21:20:13Z STEVEN DICKIE 4134 EAST 31ST STREET TULSA OK 74135 15379380 0 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 NEED 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. 23 23 250 50 0 0 3249096 4411410 9171541 10011190 58931 61609 0 0 12479568 14484209 0 0 0 0 5514185 6139537 1349 1784 133548 4577489 4273898 10093023 10415219 2386545 4068990 23303891 32861908 8799428 14229683 14504463 18632225 X 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. 0 0 9603205 9997818 OKLAHOMA METHODIST MANOR INC. IS A FAITH-BASED, NOT-FOR-PROFIT RETIREMENT COMMUNITY LOCATED IN TULSA, OKLAHOMA. OKLAHOMA METHODIST MANOR (OMM) IS A PUBLIC BENEFIT CORPORATION AND A FEDERAL TAX-EXEMPT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE SERVICE CODE. THE ORGANIZATION WAS FOUNDED IN 1956 AND IS RELATED TO 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 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.OMM IS LOCATED ON A CONTIGUOUS 40-ACRE WOODED CAMPUS THAT IS NEAR MID-TOWN TULSA. OMM PROVIDES A FULL CONTINUUM OF HOUSING AND LONG TERM CARE SERVICES FOR ABOUT 300 ADULTS 62-YEARS OF AGE AND OLDER. THE ACCOMMODATIONS INCLUDE: RESIDENTIAL LIVING (6 LAKESIDE HOMES, 46 PATIO HOMES, 33 VILLAS, 27 APARTMENTS), ASSISTED LIVING (41 APARTMENTS); AND SKILLED NURSING (84 BEDS, EACH OF WHICH IS DUALLY CERTIFIED FOR MEDICAID AND MEDICARE).THE OKLAHOMA STATE DEPARTMENT OF HEALTH COMPLETED ITS MOST RECENT SURVEY OF THE SKILLED NURSING AREA JUNE 21-25, 2010. OMM WAS CITED WITH EIGHTEEN (18) DEFICIENCIES. A PLAN OF CORRECTION WAS DEVELOPED, SUBMITTED AND ACCEPTED IN RESPONSE TO ALL DEFICIENCIES. OMM CONTINUED ITS AFFILIATION AGREEMENT WITH THE UNIVERSITY OF OKLAHOMA'S COLLEGE OF MEDICINE, DEPARTMENT OF FAMILY MEDICINE. THIS AGREEMENT ALLOWS PHYSICIANS IN THEIR SECOND AND THIRD YEAR OF THE FAMILY RESIDENCY PROGRAM TO PROVIDE MEDICAL SERVICES TO RESIDENTS IN THE HEALTH CENTER UNDER THE SUPERVISION OF DR. ARVID LADE, MEDICAL DIRECTOR.OMM EVIDENCED ITS ONGOING COMMITMENT TO PROVIDE HIGH QUALITY CARE AND SERVICES TO RESIDENTS BY CONTINUING TO FOLLOW THE QUALITY FIRST COVENANT OF LEADINGAGE, A NATIONAL TRADE ASSOCIATION OF NON-PROFIT AGING SERVICES PROVIDERS. THE COVENANT WAS ORIGINALLY ADOPTED BY OMM IN JULY, 2006.SINCE THE INCEPTION OF OMM'S CULTURE CHANGE JOURNEY MORE THAN 100 STAFF MEMBERS HAVE RECEIVED PERSONFIRST TRAINING. THE GOAL OF THE TRAINING IS TO TEACH PARTICIPANTS TO WORK TOGETHER AS A TEAM TO FURTHER DEVELOP A FEELING OF COMMUNITY WITHIN THE HEALTH CENTER. RENOVATION OF THE HEALTH CENTER BEGAN WITH A CEREMONIAL DEMOLITION OF THE NURSES' STATION ON NOVEMBER 18, 2010.BETWEEN JANUARY 1, 2010 AND DECEMBER 31, 2010, 19 PEOPLE BENEFITED FROM THE SUPPLEMENTAL AID FUND WHICH PROVIDES SUPPORT TO THOSE WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES AND RECEIVE MEDICAID ASSISTANCE. RECIPIENTS RECEIVED AN AVERAGE OF $6,900 IN ASSISTANCE FROM OMM. OVER THE PAST SEVEN YEARS, THE SUPPLEMENTAL AID FUND HAS SERVED MORE THAN 100 PEOPLE. IN 2010, OKLAHOMA METHODIST MANOR PROVIDED SUPPLEMENTAL AID FUNDING AND BENEVOLENT CARE TOTALING $131,338.THE MANOR VOLUNTEER PARTNERS (MVPS) CONTINUE TO PLAY A VITAL ROLE IN THE LIVES OF OKLAHOMA METHODIST MANOR RESIDENTS. VOLUNTEERS SERVE IN A VARIETY OF PLACES, INCLUDING VISITING IN THE HEALTH CENTER; STAFFING THE GATHERING SHOP AND THE BARGAIN BASEMENT THRIFT SHOP; OPERATING THE RECYCLING PROGRAM AS WELL AS DELIVERING MEALS TO MEMBERS WHO ARE EXPERIENCING A TEMPORARY ILLNESS. THE BOARD OF TRUSTEES AND STAFF REMAIN COMMITTED TO THE FOLLOWING ORGANIZATIONAL VALUES:DIGNITY & RESPECTCUSTOMER SATISFACTIONOPEN COMMUNICATIONGOOD STEWARDSHIPTEAMWORKEXCELLENCESAFETY & SECURITYIN SUPPORT OF THE MISSION AND VALUES, THERE WERE TWO KEYS ACCOMPLISHMENTS IN 2010 THAT WILL FURTHER IMPROVE THE QUALITY OF LIFE FOR SENIORS. THE KINDNESS AND GENEROSITY OF 285 INDIVIDUALS AND 8 FOUNDATIONS ENABLED THE LIFETIMES CAMPAIGN TO SURPASS ITS GOAL AND RAISE $8.5 MILLION IN SUPPORT OF THE HEALTH CENTER RENOVATION, MEMORY SUPPORT AND THE SPANN WELLNESS CENTER. THESE GIFTS WILL FUND THE TRANSFORMATION OF THE HEALTH CENTER (SKILLED NURSING) FROM ITS TRADITIONAL CARE MODEL TO PERSON-CENTERED HOUSEHOLDS. THERE WILL BE SIX HOUSEHOLDS AND EACH WILL HAVE A SEPARATE COMMON AREA, KITCHEN, SUN ROOM, AND OUTDOOR PATIO OR BALCONY. ONE OF THE HOUSEHOLDS WILL PROVIDE SPECIALIZED MEMORY CARE SUPPORT. IN ADDITION, THE CAMPAIGN FUNDS WILL HELP PROVIDE A NEW 12,000 SQ. FT. SPANN WELLNESS CENTER WHICH WILL PROVIDE STATE OF THE ART EQUIPMENT, A THERAPY POOL, AND NUMEROUS PROGRAMS FOR IMPROVING THE QUALITY OF LIFE FOR RESIDENTS. THE SECOND ACCOMPLISHMENT WAS NEGOTIATING A CONSTRUCTION LOAN WITH A TULSA BANK FOR THE CONSTRUCTION OF 103 INDEPENDENT LIVING APARTMENTS IN A FOUR-STORY BUILDING KNOWN AS CRESTWOOD AT OKLAHOMA METHODIST MANOR. CRESTWOOD AT OKLAHOMA METHODIST MANOR ACHIEVED RESERVATIONS FOR 88 OUT OF 103 RESIDENCES AND MAYOR DEWEY BARTLETT JR. PRESIDED OVER THE CRESTWOOD GROUND BREAKING ON DECEMBER 2, 2010. 9603205 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 250 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X X X STEVE DICKIE 9187432565 4134 EAST 31ST STREET TULSA OK 74135 GAIL RUNNELS 1.00 X X 0 0 0 TOM SMITH 1.00 X X 0 0 0 CAROLYN EVANS 1.00 X X 0 0 0 ROBERT PARKER 1.00 X 0 0 0 KATHY GLASSCO 1.00 X 0 0 0 JERRY HUDSON 1.00 X 0 0 0 SARA BAILEY 1.00 X 0 0 0 PAUL REAGAN 1.00 X 0 0 0 GARY VAN FOSSEN 1.00 X 0 0 0 DON WIRUTH 1.00 X 0 0 0 JOHN MILLER 1.00 X 0 0 0 BOB FUNK 1.00 X X 0 0 0 GEORGE GRISAFFE 1.00 X 0 0 0 SHARON EARLEY 1.00 X 0 0 0 LYNN MOORE 1.00 X 0 0 0 CHARLES COLE 1.00 X 0 0 0 CLYDELLA HENTSCHEL 1.00 X 0 0 0 BISHOP ROBERT HAYES JR 1.00 X 0 0 0 BILL JUNK 1.00 X 0 0 0 MIKE CHAFFIN 1.00 X 0 0 0 TODD LEE 1.00 X 0 0 0 JO RATLIFF 1.00 X 0 0 0 DON FORSMAN 1.00 X 0 0 0 SCOTT MORGAN 40.00 X 94816 0 5454 STEVEN DICKIE 40.00 X 91506 0 51562 CARI OWENS 40.00 X 120095 0 5738 306417 0 62754 1 0 0 0 0 4411410 4411410 RESIDENT FEES AND INCO 900099 8586911 8586911 VILLAS, PATIO/LAKESIE 900099 1424279 1424279 10011190 74981 74981 881799 895171 -13372 -13372 -13372 14484209 9997818 0 74981 5095333 4580651 423149 91533 95406 63733 29552 2121 566787 532339 23591 10857 382011 351926 25434 4651 589 589 18900 18900 1784 1784 121071 117820 3251 33362 33362 2119405 2041165 62136 16104 68294 60498 4652 3144 25693 11585 12932 1176 11392 9214 2178 40573 40573 710599 691870 18729 280876 258687 22189 THERAPY EXPENSE 652757 652757 STATE ASSESSMENT FEE 190387 190387 10415219 9603205 678466 133548 3445156 8359424 566417 844126 458203 411961 39796 40719 20653 17843 32492933 11227195 16856410 21265738 1913591 1918432 3665 3665 23303891 32861908 798858 1116146 5001128 8478492 2999442 4635045 8799428 14229683 X 11508670 12851802 2099492 4859204 896301 921219 14504463 18632225 23303891 32861908 X 4068990 58772 X 0 1 1 X 0 X 1012784 1318571 1714976 3249096 4411410 11706837 8219000 8852192 9491074 9171541 10011190 45744997 9231784 10170763 11206050 12420637 14422600 57451834 0 2471954 2471954 2471954 2471954 54979880 57010 60174 67242 58931 61609 304966 57010 60174 67242 58931 61609 304966 9288794 10230937 11273292 12479568 14484209 57756800 0.95190 0.99420 0.00530 0.00580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1084947 1084947 27097688 9132330 17965358 2051616 368612 1683004 2258682 1726253 532429 21265738 OK UNITED METHODIST FOUNDATION 1150806 F SMITH BARNEY INVESTMENTS 767626 F 1918432 UNEARNED REVENUE 4635045 4635045 14484209 10415219 4068990 58772 58772 4127762 14542981 58772 58772 14484209 0 14484209 10415219 0 10415219 0 10415219 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2010, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. X 1 0 X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 DURING 2010, THE ORGANIZATION REVISED THE ARTICLES OF INCORPORATION AND THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD MEMBERS AS A GROUP ELECT NEW MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES (IF ANY) ARE INCLUDED. THE RESPONDERS INDICATE IF THERE IS POTENTIAL CONFLICT(S). THE CFO AND EXECUTIVE DIRECTOR 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, SECTION B, LINE 15A FOR THE EXECUTIVE DIRECTOR, THE BOARD CHAIR OF THE HUMAN RESOURCES COMMITTEE CONDUCTS AN INDEPENDENT ELECTRONIC BASED EVALUATION QUESTIONNAIRE. ALL BOARD MEMBERS AND EMPLOYEES REPORTING TO THE EXECUTIVE DIRECTOR 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, SECTION C, LINE 19 BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 58,772.