LIVING OUR MISSION 2015 ANNUAL REPORT LETTER FROM THE PRESIDENT & CEO MISSION 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. Living Our MISSION. VISION Building on Christian principles and a commitment to continuous improvement, Oklahoma Methodist Manor will be the pre-eminent partner in offering a comprehensive care community for senior adults and their families. VALUES 1. DIGNITY AND RESPECT Oklahoma Methodist Manor is a Christian ministry founded on the conviction that every person is created in the image of God and is therefore worthy of dignity and respect. 2. CUSTOMER SATISFACTION We are committed to delivering exceptional services and practicing Continuous Quality Improvement to exceed customer expectations. We provide personal and friendly attention to members, their families and friends. We recognize that customer service is the business of our organization. 3. OPEN COMMUNICATION We build trust, respect and loyalty with each other by sharing information, ideas and feelings. We listen carefully to each other and promote cooperation. 4. GOOD STEWARDSHIP We take responsibility for our own actions and results. We uphold high standards of timeliness, quality and value. We understand that donors rely on us to be faithful stewards of their financial support. We acknowledge that a sacred trust is invested in Oklahoma Methodist Manor when families place their loved ones in our care. 5. TEAMWORK We encourage teamwork by breaking down organizational barriers to solve problems and achieve common goals. We develop shared vision, mission, goals and clear roles. 6. EMPLOYEE EXCELLENCE We promote and support employee excellence by investing in employee training and education, recognizing and rewarding quality performance, identifying and addressing employee needs and expectations and providing employees with the tools to get the job done. We believe that our work at Oklahoma Methodist Manor should be a source of joy and inspiration. THIS YEAR’S THEME FOR OUR ANNUAL REPORT IS LIVING OUR MISSION. For Oklahoma Methodist Manor, this means following the cross of Jesus. Our mission statement begins, “In the spirit of Christ…” and it describes the way we serve our residents. You will read interviews of six individuals who work, volunteer or live here. Their stories illuminate our mission, our values and our purpose. • BECKY GOLDON, receptionist and OMM employee since 1992, died suddenly just before this annual report could be published. Her story of love and service is presented here in memoriam. • Several members of TOM AND KAY OWENS family lived at OMM. Tom and Kay plan to move here in 2016. Kay is a valued member of the Board of Directors and the Generation to Generation campaign cabinet. • DR. ROLLIE RHODES, a resident of Crestwood is actively involved in the Tulsa community and in OMM community. He is a member of the OMM Board of Directors. • WANDA STOTTS is living in a meaningful way, after her life-long partner Bobby died, thanks to her new OMM friendships and the benefits of community living. • LARNELL FOSTER, OMM lead housekeeper has loved helping residents for almost 30 years. • Our Chaplian DUB AMBROSE discusses God’s call and his journey of mission. Oklahoma Methodist Manor is entering its 60th year of serving Elders in the spirit of Christ. We celebrate by faithfully Living Our Mission. 7. SAFETY AND SECURITY We place priority on the safety and security of members and staff. 02 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 At right: Rev. Steven H. Dickie, CEO & Robert E. Funk, Board President 2015 PROGRAM ACCOMPLISHMENTS GOVERNANCE AND STRATEGIC PLANNING WELLNESS PROGRAMS AT OMM Where there is no vision, the people perish. -- Proverbs 29:18 “The part can never be well unless the whole is well.” -- Plato In 2015 Oklahoma Methodist Manor progressed toward a new governance model for board leadership. Moving away from the traditional meeting agenda dominated by committee reports and toward a consent agenda that permits more time to be invested in generative thinking and strategic planning. This new structure was employed at four meetings: Paula Marshall, CEO of The Bama Companies, spoke on Continuous Quality Improvement. Dr. Al Powers of The Eden Alternative presented on the topic “Dementia Beyond Drugs.” Denise Gannon, from the Eliza Jennings community in Cleveland, OH, spoke about SAIDO Learning a non-pharmacological therapy being used to treat people with dementia. Cari Owens informed the board about the challenges of marketing senior living in Tulsa. Six new members joined OMM Board of Directors: Mary Bundren, Tim Harris, Craig Jones, Dave McCarthy, Dr. Rollie Rhodes and Jim Taylor. The number of members using the Spann Wellness Center remained constant in 2015 with 72% of the residential members having completed the entrance orientation. The Wellness Center averages over 1,000 visits a month and 40 residential members exercise between 100-200 times during the year. Classes cover a wide range of physical needs including balance, strength, range of motion, flexibility, arthritis, osteoporosis and endurance. The Holliman Living Center provided care to 64 individuals. HEALTH CARE AT OMM Starting in 2015, Oklahoma Methodist Manor also hosted CNA (Certified Nursing Assistant) students as a clinical site. Oklahoma Methodist Manor partnered with Mrs. DeBon’s CNA Academy and Tulsa Tech’s CNA program. Fifty-three members of the OMM community representing The Board, staff and Members participated in a community development leadership summit. This resulted in the adoption of Culture of Courtesy guidelines. The Board voted to proceed with a new phase of campus redevelopment which includes new assisted living and memory care assisted living residences and a community center. The Board voted to commence the quite phase of a capital campaign to fund the project. 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 2015 were Al Brownlee, President, Helen Pummell, Vice President, and Mollie Achterberg, Secretary. The Board of Reference, an advisory group of past board members, held their annual meeting in October, 2015. 04 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 “I have an almost complete disregard of precedent, and a faith in the possibility of something better. It irritates me to be told how things have always been done. I defy the tyranny of precedent. I go for anything new that might improve the past.” -- Clara Barton OMM graduated 28 Licensed Nurses and 33 CNAs and CMAs from NICHE (Nurses Improving Care for Health system Elders). NICHE is an established program serving the hospital environment. OMM was the pilot site for the first-ever program in a long-term skilled care center. 48 people were trained as Certified Eden Associates in 2015. More than half of all the Caregivers who work in the Health Care Households are now Eden Associates, continuing Oklahoma Methodist Manor’s commitment to the Eden Alternative philosophy of care. The OMM Chaplain and Wellness Nurse are certified leaders of Powerful Tools for Caregivers, a nation-wide program that has reached over 80,000 participants. The course, designed to promote physical, emotional and social wellness for caregivers, was offered twice in 2015. In 2015 the Health Care Households provided care to a total of 244 individuals. Of that number, 168 individuals briefly resided in the health care households for rehabilitation before returning home. The average length of a rehabilitation stay was 32 days. Students from both the OU and OSU Medical Schools were hosted in 2015. 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 from OU, ORU and Tulsa Tech’s licensed nursing programs. There were 15 Medicaid recipients who needed supplemental assistance and received support. Rhonda Hanan, OMM Director Of Nursing was honored as one of Oklahoma’s “Top 100 Nurses” in 2015. RESIDENTIAL LIVING AT OMM “Don’t simply retire from something; have something to retire to.” -- Harry Emerson Fosdick At the end of year, 2015 there were 290 people living in the residential living community. The accommodations include Felt House, Patio and Lakeside Homes, Villas and Crestwood. Thirty-six new members were given an orientation to campus life. There were 5 new-member receptions, 12 theme parties, 20 concerts, and 20 off-campus outings during the year. 117 active volunteers serving in the Tulsa community and on campus. COMMUNITY PARTNERSHIPS “Alone we can do so little; together we can do so much.” -- Helen Keller OMM hosted its annual Pink Event to support breast cancer awareness. OMM’s Health Fair was hosted for residents and employees. Area providers participated. Annual fundraisers for the Alzheimer’s Association were held on campus. The annual food drive provided 646 pounds of food for the Tulsa Food Bank. Two blood drives were hosted in the Wellness Center. Books Sandwiched In, a program of the Friends of the Tulsa City-County Library –continued throughout 2015. Another Library program, Music Sandwiched In moved to OMM in 2015 resulting in increased attendance in their program. OMM’s Wii bowling team participated in a Tulsa retirement community league. Needlecraft Group knitted baby caps for the premature babies at St. Francis Hospital. OMM had 13 volunteer tutors in Reading Partners during the 2013-2014 school year and 4 in the 2014-2015 school year. Marian Anderson Elementary School was served. OMM provided housing for 17 college students who participated in Project Transformation a summer program at Southern Hills United Methodist Church and Metro Baptist that promotes reading proficiency among elementary age students. OMM donated items received by the Bargain Basement to Neighbor for Neighbor and Family & Children’s Services. OMM has an art club, Great Decisions group, choir, recreational groups, and offers educational classes and programs. Volunteerism is strong among the residential community with OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 | 05 “Duplicate Bridge—A Love Story” WANDA STOTTS and never forgot who I was.” In other ways, he was not as fortunate. Bobby’s cancer returned in 2013. Bobby and Wanda Stotts received the fifth slot in the carefully orchestrated move-in schedule for the newly constructed Crestwood apartments. They were assigned a half-day section of June 20, 2012. This is significant for what happened on June 19. Wanda credits divine providence for giving her and Bobby “63 wonderful years together.” It started when she was able to attend Baylor University in Waco, Texas because of a loan from her church, later repaid. Bobby was attending school on a baseball scholarship. “We met and I fell in love right away,” said Wanda, “and he fell in love with me. Bobby accepted a professional baseball offer with the Brooklyn Dodgers. This caused him to lose his scholarship and his protection from the draft; therefore he got drafted and we got married a year earlier than we planned.” “I wanted to move here and he did not,” Wanda said of the decision to become members of the Oklahoma Methodist Manor. “We had explored several nice senior living communities in Tulsa. Bobby agreed to move into Crestwood, but without enthusiasm. After we did, he loved it. The fact that we chose OMM speaks well of it.” Wanda admits, “It was a blessing that we did.” Bobby and Wanda were avid Bridge players in Party Bridge and in their passion: Duplicate Bridge. When Bobby underwent treatment for prostate cancer in 2000, he retired from his career with Amoco and began playing Duplicate Bridge. Soon Wanda joined him in this complex game of strategy. Their travels and social life began to revolve around their Duplicate Bridge games and tournaments, some as far-flung as Bermuda. “Over the Bridge of Time” IN MEMORIAM BECKY GOLDON November 3, 1950 – March 13, 2016 Becky Goldon, Administrative Receptionist, was one of the first faces many people would see when they come to Oklahoma Methodist Manor for information, on business, or on a personal search for assistance. Evidence of the care that visitors can expect from their OMM experience prominently displayed in the mission statement on the wall behind the front desk. Becky was first employed at OMM in 1992 as a part-time receptionist. She also served as activities coordinator for Independent Living, the Health Care Center, and the Assisted Living Center. In 2007 she returned her original role as receptionist. “I’m going full circle,” she would say. Her gregarious personality made her work appear effortless to the casual observer. Fittingly, Becky loved history and, being employed through so much of OMM’s history, she was a font of knowledge about the Manor. She worked the evening shift in the beginning. The late hour helped her develop friendships and interactions with the community members. It was quieter after 7:30, when people would often bring their scrapbooks or photo albums to share with Becky the stories of their lives. Some of those lives were painful. “We have to remember what they went through,” Becky insisted. “The stock market crash, the Depression, and then they were thrown into World War II, literally fighting for our existence.” Being a history buff, she remembered President Roosevelt’s “Four Freedoms”: “Freedom of Speech, Freedom of Religion, Freedom from Want, and Freedom from Fear.” “These are as important to the members today as they were then,” Becky said. “This is the service we try to provide in the spirit of Christ here at the Manor.” 06 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 “Because of their life experience,” Becky said of those early members, “they lived simply and had a focus on community. Over the bridge of time, the OMM community has grown significantly and the challenge is to continue somehow that spirit of Christ and brotherly love.” “I think it is important to remember our mission—how we can still have a mission of love in the world as it is changing. I am always cognizant that this is everyone’s home,” said Becky. “It’s not the Manor that is employing me; it’s the elderly woman in her wheelchair by the window, needing a hug.” There were times when Becky needed a hug. Her mother died when Becky was 11, leaving her determined father to raise Becky. Later, following her divorce, an equally determined Becky set out to raise her toddler daughter. Becky has always been a worker, including 18 years in the oil and gas industry. During a three-year absence from OMM, tragedy struck Becky’s life again. Her only child, Sharee, was killed in a car wreck at age 24 in 1999. When she returned to OMM in January of 2000 she felt like she was returning to her family. “This has been my life. We’ve celebrated the great joys in each other’s lives and also loved each other through the tragedies life entails,” Becky said. “In everything, Christ’s love was shown. “It is wonderful to work somewhere and know you’ve made a difference in at least one person’s life that day,” Becky concluded her story by saying. “That’s the gift the Manor gives its employees.” On the evening of June 19, 2012, Bobby and Wanda were exhausted from their day of packing “all the little stuff ” in preparation for the next day’s move. They had missed the routinely scheduled Bridge game but still planned to attend their usual after-game dinner with Bridge-playing friends. In the end, they were just too tired for that. “Bobby loved hamburgers and we lived near a Ron’s Hamburger restaurant,” Wanda explained, “so he left to bring food home for our dinner.” He was gone twenty minutes and came back empty-handed. Bobby looked at Wanda, bewildered, and asked, “How do I get to Ron’s?” Soon after that, Bobby was diagnosed with Alzheimer ’s disease. “He lost his short-term memory,” Wanda said, “but Bobby remained a very good Bridge player until two months before he died. People marveled at that. He kept his long-term memory Wanda followed Bobby to the sprawling Camp Roberts in California where he was assigned a barracks for Basic Training. Only civilians who worked on base could live on base, so Wanda quickly got a job at the PX. “I lived in the civilian part of the base and Bobby would take a bus, usually on weekends, to come over for a visit,” Wanda said. “It was like an extended honeymoon.” Following his military service, Bobby’s career took them to Odessa, Texas and after 12 years to Tulsa. Wanda then completed her education at the University of Tulsa after 15 years away. She became chairman of the Social Studies department at Jenks High school. Together she and Bobby raised “two wonderful sons.” Thinking back on those days in June, 2012, Wanda says, “I have made friends here and I can’t sing the praises enough. Bobby received the kind of care that Christ and his followers would give if they were here today. I was close to him here. I could walk over to where he was being treated. Wanda does not mention her generosity of giving to OMM. When asked, she said, “I can’t think of a better way to try to help others. It’s something that Bobby would have wanted me to do. His decisions with retirement money made it possible on behalf of both of us. “Time, Talent, and Treasure” TOM AND KAY OWENS Tom and Kay Owens give of their time, talent, and treasure to Oklahoma Methodist Manor in many ways. Kay gives of her time and talent as a member of the OMM Board of Directors, appointed in 2013; Tom gives of his knowledge and experience in the commercial construction industry; and as a couple, their philanthropy includes Charter Membership in the Tin Man Society. All of this they do in the spirit of Christ, nurtured by their faith as active members of Saint John’s Episcopal Church. Yet there is another way of looking at their gifts to OMM, a very personal approach to how, why, and what they give. “I’ll enjoy the journey.” DR. ROLLIE RHODES Kay’s mother, and Tom’s father, mother and her two sisters, were each a member of the OMM community prior to their passing. Tom and Kay have given generous amounts of time to their loved ones here. They have given their talents in creating home environments filled with memories. And in so doing, they gave their most treasured gifts—they entrusted their family to the spirit of Christ at OMM. Dr. Rollie Rhodes, a founding partner of Eastern Oklahoma Ear, Nose and Throat Clinic, retired last year. He had been in private practice in Tulsa for more than 40 years. He has not, however, retired from life; far from it. One might be excused for thinking he is a man of leisure, due to his confident, laid-back demeanor. His home in Crestwood is beautifully decorated with original art and live orchids, representing two of his many interests. He is an avid reader of mysteries and histories. Not long ago, Rollie took up cello lessons for the first time, “to stimulate my aging brain,” he said. Recognizing the improbability of becoming expert with this late start, he gave what appears to be his personal motto: “I’ll enjoy the journey.” Professional-looking cookware hangs above his kitchen island, evidence of another talent, another interest. He compliments the food service at Crestwood, where he takes most of his meals. In addition, Rollie likes to prepare an occasional meal for himself. “I stay active in the Wellness Center,” Rollie said of his efforts to remain healthy and vital. “They have an excellent program with good supervision. They suit it to your age and ability.” The activity could be what helps Rollie remain calm as he tackles what many people find stressful—remodeling his apartment. Those are only his current personal pursuits. Dr. Rhodes serves on several boards of directors, including the Oklahoma Methodist Manor Board of Directors as a valued member of the Generation to Generation Campaign. His various boards support local arts, music, non-profits and a banking institution. A long-time member of the Boston Avenue Methodist Church, Rollie condensed his alignment with the OMM mission by saying, “God is love; He wants us to love one another.” One of his daughters is also a member of his church, but he is equally proud of the Christian lives of his two other daughters, a Baptist and a Presbyterian. “They are different brands, he said of this diversity. It’s sort of like car corporations. All of them make cars, just different models. Dr. Rhodes’ early training was completed at the U.S. Naval Hospital at Portsmouth, Virginia. Finishing a total of four years in the Navy, he took a fellowship in ENT at Mayo Clinic in 08 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 Rochester, Minnesota. After “four years of winter” there, Rollie and his wife, Sammie, were looking for a place to raise a family. “It was serendipitous,” he notes, “that when I was invited to interview with Springer Clinic it was 20 below with 20 inches of snow in Minnesota. It was 68 degrees and sunny in Tulsa. My wife and I thought, ‘This can’t be all bad.’” The years passed with Dr. Rhodes and his family here in Tulsa. Sammie’s health began to fail. “She needed more care than we could give her at home,” explained Rollie. “We decided a retirement community with step-down care would be a wise thing to do. About that time, Oklahoma Methodist Manor advertised their new concept, building apartments and a health care facility. We bought an apartment and were making plans, but my wife passed away before she could move here with me.” Today Dr. Rhodes is an active presence for good in the OMM community. His work with the Generation to Generation Campaign and his membership in the Tin Man Society are just some of the ways he supports the OMM mission “in the spirit of Christ.” Others may see him as a leader; he sees himself as a doer. “There are different forms of leadership,” Rollie the gardener said, “those that plan the garden and those that pull the plow. Both are important. I have always considered myself a plow puller. You come up with the idea and I can make it work.” In this 60th anniversary year for Oklahoma Methodist Manor, Tom and Kay are excellent representatives of the service and growth for which the Manor is known. The couple bought a small mechanical construction company in 1993. Together they grew it into the thriving business it is today, providing plumbing, heating and air conditioning for commercial and industrial buildings. In the beginning, Kay was in charge of financial management and Tom managed operations. Their son Dan now manages the company, providing continuity for the future. Both Tom and Kay honor the spirit of Christ in their work and see that spirit in effect at OMM. “Our church has a Sunday School class entitled, “Take God to Work with You,” Tom said, “and we do that. I really think the employees at OMM do that. People are treated with respect and dignity at OMM.” Before purchasing the construction company, Kay had a brief career as a surgical nurse. That training and her family experiences have especially sensitized Kay to quality of life issues. As a family member, she participated with staff in the first wave of instruction in the Eden Care Alternative at OMM, which promotes the philosophy of person-centered care. Tom offers the example of his mother’s prayer quilt. “The women of our church will create a personalized quilt,” Tom said. “It gets hung over a railing where our priest offers a blessing for it. Individual members of the congregation tie a knot in the yarn and silently pray for the receiver.” Tom’s mother was covered in the comfort of her prayer quilt when she passed away. Rather than have one made for himself, Tom’s father, Ancel, preferred to keep hers. “We were out of state when Ancel passed away,” Kay explained. “We talked to the nurses by phone several times. They made sure he had the quilt. Both of Tom’s parents died under the same quilt.” Tom adds, “Look what is on the other side, toward the body. It’s a huge cross.” Taking a personal interest in the Manor, for Tom and Kay, has meant taking part in its wellbeing. “You have to have a vision to know where you are going,” Tom said, “and once you get there, you have to know what to do—and what to do is to give back what you are given.” Ancel’s generous gift to OMM with the promise that “there will be more,” has inspired the couple’s decision to make OMM a part of their philanthropy. “Oklahoma Methodist Manor,” Kay points out, “will only grow fast enough if the money is there to care for the Baby Boomers.” Tom and Kay plan to live in the OMM community in their future. With great enthusiasm, Kay announces: “We’re on the list!” “Everything is Prelude” DUB AMBROSE This year’s theme, “Living Our Mission—In the spirit of Christ,” might be an apt description of a calling into ministry. Reverend Dub Ambrose, Chaplain of Oklahoma Methodist Manor, was raised in the Catholic faith and planned to become a high school biology teacher. How, then, did he stray into the ministry and become an ordained deacon of the United Methodist Church? Like the man himself, the answer is both humorous and deeply inspired. Transferring from the University of Texas at Austin to Oral Roberts University, he pursued his degree in education. While there, he volunteered at the University Church. The crossroads appeared when Dub learned he could get paid for that work if he took a similar job with the Methodist Church. Asking his father how he felt about Dub’s involvement with the Methodists, he received this assurance: “As long as you find Jesus….” Personal Mission: Helping Others LARNELL FOSTER, HOUSEKEEPING Ask Larnell Foster what he likes best about being Lead Housekeeper at Oklahoma Methodist Manor and he will tell you, “I like to help.” Larnell has been helping on the OMM campus for 29 years. He came to the Manor when Sears was downsizing. One of his friends worked on campus and suggested Larnell might like OMM. Like it, he did indeed. Larnell says he can’t imagine not coming to work. “I know we all will retire. I will, too. Just not yet.” Larnell’s supervisor says of him, “He’s taken one sick day in all the years he has worked here, and we have to practically force him to take vacation. Larnell is dependable. If we have a need, he will come in on his days off.” Larnell’s example is an inspiration to his co-workers. He estimates he has probably helped over 40 people get oriented to the housekeeping duties over the years. “We all come and go. People leave and retire and die but the mission is the same.” That mission fits perfectly with Larnell’s personal mission to help people. “I enjoy helping.” Larnell attributes his joy in helping others to his mother. “She lived on a Christ level,” he says. “She was always helping others, too. I guess that was why it is easy for me to like helping people.” In his position, Larnell helps the people living on campus with little chores and jobs, or as he says, “special little things.” At the same time, he brings a caring and considerate presence into their lives. “I remember one lady who wanted me to move some boxes for her. She played the piano while I moved them. I liked that. Later, she asked me if I would please come to her funeral when she died. I guess she liked me.” 10 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 When not at OMM, Larnell likes to go fishing…catfish, his favorite. He also likes to go downtown. The Library is his favorite place to sit and read or meet his friends there. People will tell you Larnell is also a great cook although he doesn’t cook often when it is just for himself. He is fond of cooking soul and country food. When asked if he was good at it, he said, “I can cook.” Larnell commented on the ice storm of 2010, “Some of us stayed on campus for several days to help. It was nice to stay here and not travel back and forth from my home. We stayed in the old Lyon’s building.” Larnell shakes his head and smiles, “It was good to tear that building down to build Crestwood in its place.” Larnell has seen OMM grow “and get better.” During his tenure the Fleming Center was built and assisted living was added to the continuum of care at the same time the Health Center opened its new location. He’s witnessed a lot of physical renovation as well as a focus on wellness, especially with the opening of the Spann Wellness Center. “The mission has always been the same, though. It just didn’t used to be written down,” Larnell explains. Larnell feels that visibility of the mission is the greatest asset. “It keeps us in the competition. I’ve seen us come from the bottom to the top. I hope we keep growing, keep getting better all the time.” When asked if he had a favorite person over the years, he said, “I liked them all the best.” Dub’s calling came when he prayed for direction in his life. He saw his choices as temporal (teaching high school biology) or eternal. Feeling called to the eternal, he transferred into Christian education with a minor in biology. His focus would be discipleship. “My whole vocation has been an expression of living my faith,” Dub said. “My role allows me clarity in focusing on distinctively that: representing Christ. It is not about religion, philosophy or theology,” he said. “I feel humbled to be able to live and serve in the spirit of Christ. What a delight it is to be here.” His journey has been one of synchronized maturation. He married his high school sweetheart, Cathy, and together they raised four children. The Chaplain, now grandfather to six, began as a youth pastor then served in college ministry, family ministry and men’s ministry along the way to OMM. “It’s helped me to be very sober about what I am teaching,” he explains. “We are co-pilgrims. I’m not just downloading into the people here. Many times I learn as much from them—or more.” “Everything is prelude,” he continues. “We don’t arrive—we never arrive. It’s been real and authentic; nothing beyond the permission to ask questions. I’ve worked more than 40 years in the ministry. As I enter the last season of my ministry, this might be the most fulfilling.” Dub sees how God shows up in later life, and urges people to remember what is true. “I’m amazed at the lives of the people here; the untold stories are as remarkable as the ones that are known. I’m kind of a reminder,” he notes, “of the faith these people already have. The Lord is faithful. He never leaves us or forsakes us.” Knowing the importance of dialog with members and families, Dub encourages participation in studies on heaven. “This is not as unknown as we think it might be,” he explains. “Death is the last time we’ll ever say goodbye to our loved ones. There will be no more goodbyes. Death is one of these moments when the Kingdom opens in our presence; the veil is drawn back. We are blessed to be present. We are on holy ground.” Dub honors the compassion evident at OMM. “I don’t know anyone who works here,” he says, “who sees it as just a job. I see the level of heart they put into what they do. They may not call it this but I call it a ministry. I’m in awe of people who serve the people directly, putting aside their own personal issues to tend to others. I see this a lot of times when they don’t know I’m watching—that anyone’s watching.” “We’ve had 60 years of prelude coming up to this summit,” Dub says, “and it’s really just a launching pad.” SUMMARY OF AUDITED FINANCIAL RESULTS For the Year Ending December 31, 2015 Statement of Financial Position – December 31, 2014 and 2015 2014 2015 Cash and cash equivalents Property and equipment, net Investments Other Assets $ 5,468,033 48,485,722 4,918,066 5,240,266 $ 7,448,106 48,697,312 4,864,985 5,822,528 Total Assets 64,112,087 66,832,931 19,000,000 17,011,172 12,083,012 48,094,184 18,112,056 19,804,823 13,165,555 51,082,434 10,148,718 1,520,947 4,348,238 16,017,903 $64,112,087 8,432,694 2,969,565 4,348,238 15,750,497 $66,832,931 ASSETS LIABILITIES AND NET ASSETS Notes Payable Refundable Fees Other Liabilities Total Liabilities NET ASSETS Unrestricted Net Assets Temporary Restricted Net Assets Permanently Restricted Total Net Assets TOTAL LIABILITIES & NET ASSETS Statement of Activities – December 31, 2014 & 2015 2014 2015 Revenues From Members Member Support Expenses Contributions Net Investment Gain/(Loss) Interest Income Other Revenue Depreciation Interest Expense Other Expense $ 16,502,970 (16,063,225) 1,905,031 (69,639) 267,452 116,238 (2,192,644) (1,067,392) (516,234) $ 17,769,185 (16,635,231) 2,313,412 (410,597) 273,990 145,084 (2,308,777) (928,678) (485,794) Change in Net Assets Net Assets, beginning of year Net Assets, end of year (1,117,443) 17,135,346 $ 16,017,903 (267,406) 16,017,903 $ 15,750,497 FINANCIAL STATEMENT During 2015, OMM attained stabilized occupancy as Crestwood was 94% occupied at year end. The total community was 92% occupied with 387 people. By all measures, OMM has sound financial stability that provides the community a safe and secure place to live. 12 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 THANK YOU FOR HELPING US LIVE OUR MISSION ANNUAL FUND OMM’s Annual fund directly supports programs and services that enhance the quality of life for Members. This fund relieves the burden of increasing costs and thus, reassures Members of the affordability of living at Oklahoma Methodist Manor. Steve and Jane Adler Mollie Achterberg Asa and Suzanne Adamson Paul and Mary Armstrong Asbury UMC Seekers Class Asbury United Methodist Church James and Sara Bailey Allen Dwayne Ball Charles L. and Jean M. Ball Kenneth and Elaine Barton Ann Riggs Bates Jack and Judy Bell Jeff and Sandra Boucher Lora A. Needham Bower Montie and Betty Box Elma Briggs Helen B. Brooks John and Irene Brown David and Louise Bryant Clark and Mary Bundren Marcia and Jack Burkett Susie and Mark Butterworth Carl and Donna Cartwright Christ UMC Lifters TLC Class of Christ United Methodist Church Christ United Methodist Women June Riggs Cleverdon Drs. Thomas and Patricia Costner Julia G. Couch Robert and Joyce De Moss Steven and Faith Dickie Carol Dixon Ann Dorff Jane Duchon Gary and Shirley Eddings Peggye T. Enlow Richard B. and Melanie J. Evans Dena Fate Trust Charlene Fabian Buddy and Diane Fallis Jean Fine Bruce A. and Pat Finlayson Anna Richardson and Tom Freeman Fidelity Charitable Gift Fund Kent and Shirley Frizzell Robert and Jeanne Funk Rosemary Gates Dorothy G. Gibbons Grace United Methodist Church Robert G. and Patricia Graf Janice D. Green Oscar E. and Julia A. Greenlee Victor E. and Roberta C. Hairston Patricia S. Haley David D. Hall Harrison United Methodist Women Dennis and Kelly Hartney Kevin and Janet Hayes Mark and Deborah Hill Juda Holder Kristie Holoch Mr. and Mrs. Michael Huggins Gwen Humphrey Hanlon and Sonia Ingram Skip and Anne Johnson Tom and Kelly Junk Leola Jurrens Jim and Dot Kelly Kingfisher United Methodist Women Norma Kinzie Bill Kirwin G. Merritt Langdon Patricia Lawson and Corrine McIlquham Todd and Alyce Lee David R. Loken Bob and Jane Mansfield Charles and Candace McBrayer Barbara A. McClintock Betty Sue McNabb Margaret E. Meyer Lisa Mills Bill and Helen Moorer J. Michelle Morgan Scott and Debra Morgan Barbara A. Murta Eileen and Buford Nash, Jr. Jeff Noordhoek, Nelnet, Inc. Tom and Kay Owens Page Parker Richard Payne, Foundation Energy Robert and Delia Pierson Ramon L. Prange Emma A. Ragsdale Alan and Jo Ratliff Linda L. Reid Louise B. Reid Pearl H. Rhoads Rollie E. Rhodes, M.D. Dan and Eloise Rogers Richard and Beverly Schafer Luci Scott Peggy M. Sessums Eleanor Shirk Judy Shouse Donna Shoop Richard and Norma Small Riley and Carol Smith Erma Spann David and Ida Stangl Barbara B. Stout Neil and Carolyn Sue Sult A.R. & M.L. Tandy Foundation Stan and Karen Tucker Tom and Georgia Tucker Earl and Joanna Tuers Oklahoma Conference of the United Methodist Church Richard Wansley and Meredith Davison Kerstin West-Wilson John Westervelt Ken and Ruth Weston Wewoka United Methodist Women Joe and Ann White Lewis Pete Whittet Williams Companies The Williams Company Foundation Ron and April Wolf Mrs. Dale W. Wood Patricia A. Wood Nancy and Wayne Yeager Rev. Richard and Peggy Ziglar CAPITAL GIFTS Anonymous James and Sara Bailey Dotty Bean Gary and Susan Belitz David and Katy Bryant Susie and Mark Butterworth Mike D. Case Vanguard Charitable June R. Cleverdon Patrick and Patricia Cobb Charles and Marjean Cole Robert and Barbara Cooley Zagnona Cox Ann Dorff Ray and Sharon Earley Dr. and Mrs. Jerry W. Ehlers Jess and Carolyn Evans Ruby Forsman Anna Richardson and Tom Freeman Helen L. Freeman Robert and Jeanne Funk Oscar E. and Julia A. Greenlee Mildred Greenstreet Tim and Tiari Harris OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 | 13 THANK YOU FOR HELPING US LIVE OUR MISSION THANK YOU FOR HELPING US LIVE OUR MISSION CAPITAL GIFTS Continued Bishop Robert E. Hayes Jr. Virginia Hebermehl Joe and Jean Holliman Foundation Gerald and Virginia Hornung Tom and Kelly Junk John R. and Donna Miller Lynn and Paula Moore Oklahoma United Methodist Foundation Tom and Kay Owens Bob Parker Dan and Marilyn Peil Howard Plowman Emma A. Ragsdale Louise B. Reid Rollie E. Rhodes, M.D. Gail R. Runnels Tom and Karen Smith Wanda Stotts A.R. & M.L. Tandy Foundation Jim and Johnna Taylor Phil and Ruth Terry Stan and Gayle Teter David Thomas Kenneth and Carol Tobler Barry and Barbara West John and Traci White The Williams Company Foundation The Anne and Henry Zarrow Foundation Rev. Richard and Peggy Ziglar ENDOWMENT Continued Louise Turner Endowment Will T. Wright Endowment DESIGNATED GIFTS Giving for specific purpose is a process of matching the donor’s desired philanthropy with an aspect of the mission of OMM. Fulton and Susie Collins Foundation David and Susie Collins Hentschel Pat DeLong Vivian B. Dale family of Dorothy Fowler, Sandra Howlett and Charles Fowler Leola Jurrens Sharline W. Thompson Patsy L. Tracy David and Jane Trumbo Tulsa Handweavers TIN MAN SOCIETY The Tin Man Society was organized to recognize people who made gifts to OMM that are realized upon their death. These people joined the society in 2015. Don Adams Tom Freeman Philelle McBrayer Linda L. Reid Louise B. Reid Rev. Richard and Peggy Ziglar GIFTS IN KIND Dena Fate Trust Pat Malone Wayne and Joyce Taylor ENDOWMENT These gifts provide support through a perpetual fund. Lolita C. Pierce Endowment for Supplemental Aid Nadine Benton Endowment for Supplemental Aid W.E. & Ruby Bowers Endowment Frances Burrus Endowment Raymond Bush Endowment Phil H. Deschner Endowment 14 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 Oklahoma Methodist Manor General Endowments Herbert Voth Estate Leon and Dorothy Matthews Endowment Helen Mayer Endowment Mary Melvin Endowment Justine Mileham Endowment Fred and Lulu Norvill Estate Phillip & Ruth Konkel Endowment Robinson Endowment Russell & Hazel Crooch Endowment W.E. and Ruth Schmitt Supplemental Aid Endowment Ruth Spann Trust Specht Endowment Fannie Spencer Endowment EMPLOYEE FUND This fund is used throughout the year to provide assistance when an OMM employee experiences an emergency financial hardship. Expressions of appreciation from our Members and friends are distributed to OMM employees at Christmas time from this fund. Mollie Achterberg Don Adams Asa and Suzanne Adamson Frances S. Baber Lynn and Elizabeth Bartlett John and Marilyn Berry Barbara Bilderback Gwen Bonnell Wayne Booth Luther and Nita Boring Jeff and Sandra Boucher Barbara Bowen Elma L. Briggs Ruth Browne Al and Geraldine Brownlee Glenn and Catherine Brumbaugh Armenda Cann Jack R. Cearing Brian and Teresa Cheek June Cleary June R. Cleverdon C.M and Freda Coffey Edith Costner Julia G. Couch Zagnona Cox Roger H. Crank Virginia and Edward J. Crook, Jr. James G. Davidson Pat DeLong Pixie DeWitt Anita Dewhurst Carol Dixon Sue Duncan Dr. and Mrs. Jerry W. Ehlers Wayne Emerson Jess and Carolyn Evans Richard B. and Melanie J. Evans Lou Felts Jeannette L. Foster Anna Richardson and Tom Freeman Kent and Shirley Frizzell Meredith Gentry Betty Giebel Roger and Lorraine Goodson Mary Joe Goumaz James B. Grant and Marge Vilven Virginia N. Gray Oscar E. and Julia A. Greenlee Mildred Greenstreet Earl and Allene Griffith Victor E. and Roberta C. Hairston Delores Hampe Virginia Hebermehl Richard and Delores Hedger Hugh and Norma Henderson Charles and Margie Herndon Linda K. Hogan Gwen Humphrey Peggy Jackson Bill and Patricia Jernigan Skip and Anne Johnson Jerry Jordan Leola Jurrens Jim and Dot Kelly Virginia Kingsolver Mary Ann Kirk Bill Kirwin Elsie Kuck G. Merritt Langdon Georgia Lawless Roberta Lewis Robert L. Marks Philelle McBrayer Barbara A. McClintock Howard and Vera McCloud Betty Sue McNabb Elizabeth Mercer Carl J. Nash Tom and Kay Owens Page Parker Mary Paull Billie Ann Payne Joyce Peace A. M. and Mary Pearson T.C. and Nancy Pemberton Sue Phelps Bill and Helen Pummill Emma A. Ragsdale Bruce and Gerry Randall Paul and SuElla Reagan Eunice Regier Louise B. Reid Pearl H. Rhoads Melba M. Rice George and Elise Ridgley David and Merna Jo Robinson Bob and Stella Schwartz Luci Scott Eleanor Shirk Junella Simmons Tom and Betty Simmons Earl and Nancy Smith Frances W. Smith Jo Stall Jan Steffensen Marilee Story Wanda Stotts Barbara B. Stout Cherlyn Sunflower Martha L. Swezey Betty Taylor Lou E. Taylor Stan and Gayle Teter Sharline W. Thompson Kenneth and Carol Tobler Thelma Trimble Earl and Joanna Tuers Jane B. Waters John Westervelt Wallace and Barbara Westervelt Ken and Ruth Weston Cora Wheeler Lewis Pete Whittet Bernadene Wilson Emily Wood Patricia A. Wood Mrs. Dale W. Wood Louise Zeliff Rev. Richard and Peggy Ziglar SUPPLEMENTAL AID The Supplemental Aid Fund program addresses the needs of current and future Members of the Health Center who have outlived their financial resources. Subsidies to Residents bridge the gap of expenses not covered by government reimbursement (Medicaid). Mollie Achterberg Anonymous Melissa Bailey Kenneth and Elaine Barton Ann Bates Gary and Susan Belitz John and Marilyn Berry Jerold and Harriett Blair Harold Bockelken Jeff and Sandra Boucher Royce Brooks Ruth Browne Al and Geraldine Brownlee Clark and Mary Bundren OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 | 15 THANK YOU FOR HELPING US LIVE OUR MISSION SUPPLEMENTAL AID Continued Tom and Karla Campbell June R. Cleverdon Bonnie Clough Julia G. Couch Glenn A. and Ronnie Cox Zagnona Cox Virginia and Edward J. Crook, Jr. Connie Dailey Dan and Carol McCartney Warren and Lynette Danskin Rev. Justus Edmondson Peggye T. Enlow Jess and Carolyn Evans Richard B. and Melanie J. Evans Charlene Fabian Buddy and Diane Fallis Anna Richardson and Tom Freeman Helen L. Freeman Anna J. Gibbons Dorothy G. Gibbons Roger and Lorraine Goodson Robert G. and Patricia Graf Oscar E. and Julia A. Greenlee Mildred Greenstreet George and Mary Margaret Grisaffe Margaret Hammond Kevin and Janet Hayes Robert Hensley Charles and Margie Herndon Juda Holder Anna Hollowell Mr. and Mrs. Michael Huggins Hanlon and Sonia Ingram Skip and Anne Johnson Virginia Kingsolver Elsie Kuck G. Merritt Langdon Philelle McBrayer Michael and Imelda Rhoads Scott and Debra Morgan Carl J. Nash OMM Bargain Basement Lloyd E. Oler, Jr. Page Parker Mary Paull Dan and Marilyn Peil Sue Phelps Geraldine L. Porter Ramon L. Prange Emma A. Ragsdale Bruce and Gerry Randall Howard and Phyllis Rhodes Rollie E. Rhodes, M.D. Gallimore Family Robert and Sandy Jones Sand Springs United Methodist Women Jack C. Sanders Steven and Kathey Schuster Luci Scott Eleanor Shirk Donna Shoop Tom and Betty Simmons Frances W. Smith Wanda Stotts Barbara B. Stout Stan and Gayle Teter David Thomas Kenneth and Carol Tobler Earl and Joanna Tuers John Westervelt Ken and Ruth Weston Lewis Pete Whittet William and Nancy Parsons Christ United Methodist Women Patricia A. Wood Rev. Richard and Peggy Ziglar TRIBUTES (the donor is indented) Dub Ambrose Bruce and Gerry Randall Maxine Booth Wayne Booth Alicia Castillo Leola Jurrens Ruth Ann Crank Roger H. Crank Dining Staff Anna Richardson and Tom Freeman Ann Dorff June R. Cleverdon Emma A. Ragsdale Rev. Richard and Peggy Ziglar Dorothy Heath Richard Wansley and Meredith Davison Howard Plowman Julia G. Couch Charles and Candy McBrayer Philelle McBrayer Rev. Mark S. McAdow Donna Shoop Howard Rhodes Ann Bates June R. Cleverdon Health Center and Therapy Staff Rev. Richard and Peggy Ziglar 16 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 OMM Staff Anita Dewhurst Barbara B. Stout Barbara Stout Dennis and Kelly Hartney David and Patty Thomas Asbury UMC Seekers Class MEMORIALS (the donor is indented) Velma Beene Judy Shouse Robert Lee Betker Tom and Kay Owens Juanita Bixler Leola Jurrens Rev. & Mrs. John L. Brown Mary Joe Goumaz Bernard Clark Elma L. Briggs Julia G. Couch Virginia and Edward J. Crook, Jr. Dan and Carol McCartney Kent and Shirley Frizzell Betty Sue McNabb Michael and Imelda Rhoads Richard Payne, Foundation Energy Sue Phelps Robert and Sandy Jones Eleanor Shirk David and Ida Stangl Wanda Stotts William and Nancy Parsons Louise Zeliff Doris Combs Melissa Bailey Jack and Judy Bell June R. Cleverdon Jess and Carolyn Evans Richard B. and Melanie J. Evans Leola Jurrens Neil and Carolyn Sue Sult Majorie Cooper Leola Jurrens Martha Costner Barbara Bilderback Edith Costner Drs. Thomas and Patricia Costner Leola Jurrens Tom & Georgia Tucker Connie Dailey John and Irene Brown June Riggs Cleverdon and Ann Riggs Bates Julia G. Couch Ann Dorff Leola Jurrens Barbara A. McClintock Russell Dexter Oscar E. and Julia A. Greenlee Leola Jurrens MEMORIALS Continued S.M. Fallis, Sr. Buddy and Diane Fallis Dena Fate Oscar E. and Julia A. Greenlee Rev. Don Forsman Al and Geraldine Brownlee Oscar E. and Julia A. Greenlee Kevin and Janet Hayes Leola Jurrens Barbara B. Stout Earl and Joanna Tuers Ken and Ruth Weston Dorothy Fowler family of Dorothy Fowler, Sandra Howlett and Charles Fowler Helen Freeman Dorothy G. Gibbons Leola Jurrens Rev. Richard and Peggy Ziglar John and Margaret Gallimore Gallimore Family Ruth F. Gibbons Anna J. Gibbons Annie Gresham Anna Hollowell Lloyd E. Jackson Nancy and Wayne Yeager Phillip Kent, Jr. Vivian B. Dale Leola Jurrens Patsy L. Tracy David and Jane Trumbo Kenneth Kirk Elma L. Briggs Norma Kramer Connie Dailey Leola Jurrens Howard and Phyllis Rhodes Barbara B. Stout Julia “Judy” Markham Marcia and Jack Burkett Thetis Masterson Eileen and Buford Nash, Jr. Bob J. McAdow Donna Shoop Betty Morgan J. Michelle Morgan Parents Roger and Lorraine Goodson Margaret S. Petrik June R. Cleverdon Leola Jurrens Trudy Plowman Joan Duchon and Jane and Steve Adler Allen Dwayne Ball Lora A. Needham Bower June R. Cleverdon Julia G. Couch Robert and Joyce De Moss Peggye T. Enlow Anna Richardson and Tom Freeman Dorothy G. Gibbons Kevin and Janet Hayes Mark and Deborah Hill Kristie Holoch Leola Jurrens Barbara A. McClintock Bill and Helen Moorer Mr. Jeff Noordhoek, Nelnet, Inc. Robert and Delia Pierson Louise B. Reid Pearl H. Rhoads Dan and Eloise Rogers Richard and Beverly Schafer Peggy M. Sessums Tulsa Community Fnd. - Richard and Norma Small Fund Joe and Ann White Alice Rice Leola Jurrens Martha Ridgley George and Elise Ridgley Ruth Spann Wellness Center Erma Spann Dr. John Smith Montie and Betty Box Shirley Ann Smith Montie and Betty Box Sonny Hanlon and Sonia Ingram Joe Stall Leola Jurrens Hazel Stephenson Leola Jurrens Ina Stone Leola Jurrens Robert Stotts Wanda Stotts Claudean Thompson Elma L. Briggs Julia G. Couch Gary and Shirley Eddings Margaret E. Meyer Barbara A. Murta Richard and Beverly Schafer Jessie Thompson Paul and Mary Armstrong Marie Turley Leola Jurrens Mary Vinson Bob and Jane Mansfield Kerstin West-Wilson Dr. Roger Wilson Leola Jurrens Dale Wood Mrs. Dale W. Wood Phil Wood Emily Wood OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 | 17 2016 BOARD OF DIRECTORS STAFF LEADERSHIP Steven H. Dickie Chief Executive Officer Scott Morgan Senior Vice President Finance Front Row (L to R): Gary Belitz, Charlie Cole, Beverly Smith, Bob Funk, Kay Owens, Sharon Earley, Craig Jones, Bob Perugino; Middle Row (L to R): Rollie Rhodes, Pat Cobb, Sara Bailey, Sarah Everett, Susie Butterworth; Back Row (L to R): Stan Teter, Jim Taylor, Lynn Moore, Gail Runnels, John White, Dave McCarthy, Tim Harris Sunny Benjamin Vice President Human Resources Charlene Fabian Vice President Development 2016 BOARD OF DIRECTORS Robert E. Funk, President VP of Planning and Economics CITGO (retired) Dennis Graham Vice President Operations Gary R. Belitz, Vice President VP of Finance Williams (retired) Matt Loyd Vice President Health and Wellness Sharon Earley, Treasurer Managing Consultant - Accounting Research Williams Cari Owens Vice President Stan Teter, Secretary IBM Regional Planning Specialist (retired) OMM Resident Marketing Sara Bailey Community Volunteer Mary Bundren Attorney Bundren Law Firm Susie Butterworth Senior Consultant Enterprise Accounting Williams The crosses used in this annual report are from the churches Board members attend. 18 | OKLAHOMA METHODIST MANOR | ANNUAL REPORT 2015 Charles M. Cole, III VP MCI WorldCom (retired) Owner, Mitchell Properties and CMC Properties Sarah Everett IBM Global Services (retired) Tim Harris Tulsa County District Attorney (retired) C. Craig Jones Account Manager U.S. Print Management Dave McCarthy SVP Commercial Real Estate Prosperity Bank John R. Miller EVP, Management Operations Case & Associates Properties Inc. (retired) Lynnwood R. Moore, Jr. Conner & Winters LLP Kay Owens Community Volunteer Larry Christian Owner Christian Interests General Contractors Robert Perugino Attorney at Law Patricia Cobb Community Volunteer Dr, Rollie Rhodes Physician Eastern Oklahoma ENT Gail R. Runnels Holliman, Langholz & Runnels P.C. Beverly K. Smith Conner & Winters LLP Jim Taylor Senior Advisor HoganTaylor LLP Dr. Audrey Thompson Associate Professor, Anna Vaughn College of Nursing Oral Robert University John T. White Healthcare Consultant EX-OFFICIO BOARD MEMBERS Bishop Robert E. Hayes, Jr. Oklahoma United Methodist Foundation Rev. Dan Peil Superintendent, Tulsa District United Methodist Church Bill Junk President Oklahoma United Methodist Foundation 4134 EAST 31ST STREET . TULSA, OK 74135 . 918.743.2565 . OMMTULSA.ORG
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