Baptist Village Retirement Communities Of Oklahoma Inc in Oklahoma City, Oklahoma (OK)

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Baptist Village Retirement Communities Of Oklahoma Inc
Employer Identification Number (EIN)731435744
Name of OrganizationBaptist Village Retirement Communities Of Oklahoma Inc
In Care of NameKenneth Mills
Address3800 N May Ave, Oklahoma City, OK 73112-6639
ActivitiesChurch, synagogue, etc, Other religious activities
SubsectionReligious Organization
Ruling Date03/1965
DeductibilityContributions are deductible
FoundationChurch
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period2012
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (church)
Asset Amount$17,119,859
Amount of Income$21,430,933
Form 990 Revenue Amount$21,430,933
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


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Amount of income in 2012: $21,430,933
This organization: 

 $21,430,933
Other organizations performing similar types of work: 

 $15,223,418

Assets in 2012: $17,119,859
This organization: 

 $17,119,859
Other organizations performing similar types of work: 

 $27,089,417

Expenses in 2001: $18,645,556
Baptist Village Retirement Communities Of Oklahoma Inc: 

 $18,645,556
Other organizations performing similar types of work: 

 $13,481,543

Income to expenses ratio in 2001: 1.1
This organization: 

 1.1
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2001: 79.3%
Baptist Village Retirement Communities Of Oklahoma Inc: 

 79.3%
Other organizations performing similar types of work: 

 86.2%

Number of employees in 2001: 691
Baptist Village Retirement Communities Of Oklahoma Inc: 

 691
Other organizations performing similar types of work: 

 269

Employees paid over $50,000 in 2001: 0.1%
Baptist Village Retirement Communities Of Oklahoma Inc: 

 0.1%
Other organizations performing similar types of work: 

 5.2%

Grants share in income in 2001: 8.0%
Baptist Village Retirement Communities Of Oklahoma Inc: 

 8.0%
Other organizations performing similar types of work: 

 0.7%

Financial snapshot ($)

Revenue for 2001

Assets at end of 2001

Expenses for 2001

Functional Expenses for 2001 ($)

Income-Producing Activities for 2001

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001
Total revenue$17,882,794$21,430,933
Contributions, gifts, grants, and similar amounts received$1,262,643$1,714,942
Contributions to donor advised funds
Direct public support$929,241$1,338,755
Indirect public support$333,402$376,187
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$15,525,070$18,319,943
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$364,043$457,460
Dividends and interest from securities$0$0
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$0$0
Gain or (loss) from sales of assets other than inventory$0$0
Gross amount from sales of assets other than inventory$0$0
Less: cost or other basis and sales expenses$0$0
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$731,038$938,588
Total expenses$16,317,775$18,645,556
Program services$13,057,270$14,784,896
Management and general$3,210,877$3,731,433
Fundraising$49,628$129,227
Payments to affiliates$0$0
Net assets or fund balances at end of year$14,903,231$17,119,859
Excess or (deficit) for the year$1,565,019$2,785,377
Net assets or fund balances at beginning of year$13,693,358$14,903,231
Other changes in net assets or fund balances$-355,146$-568,749
Statement of Functional Expenses (for 2001)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$18,645,556$14,784,896$3,731,433$129,227
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$262,161$0$262,161$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$8,862,610$8,270,183$489,353$103,074
Pension plan contributions not included above$158,918$19,735$139,183$0
Employee benefits not included above$294,829$160,595$134,234$0
Payroll taxes$679,856$522,450$150,785$6,621
Professional fundraising fees$0$0$0$0
Accounting fees$10,073$0$10,073$0
Legal fees$23,293$0$23,293$0
Supplies$0$0$0$0
Telephone$126,151$42,263$83,888$0
Postage and shipping$0$0$0$0
Occupancy$897,034$836,497$60,537$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$123,602$58,828$55,118$9,656
Conferences, conventions, and meetings$9,867$5,348$4,519$0
Interest$835,548$0$835,548$0
Depreciation, depletion, etc.$1,494,347$1,375,105$119,242$0
Other expenses not covered above$4,867,267$3,493,892$1,363,499$9,876
Balance Sheets
20002001
Total assets$33,605,771$35,390,959
Cash - non-interest-bearing$231,858$251,227
Savings and temporary cash investments$1,492,409$933,094
Accounts receivable less allowance for doubtful accounts$1,213,716$1,231,813
Pledges receivable less allowance for doubtful accounts$69,939$56,699
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$197,816$53,445
Investments - publicly-traded securities
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$8,791,382$8,991,706
Land, buildings, and equipment less accumulated depreciation$21,608,651$23,863,936
Other assets, including program-related investments$0$9,039
Total liabilities$18,702,540$18,271,100
Accounts payable and accrued expenses$1,508,091$1,410,304
Grants payable$0$0
Deferred revenue$1,374,680$1,654,263
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$13,476,503$12,161,406
Mortgages and other notes payable$2,266,066$2,656,065
Other liabilities$77,200$389,062
Total liabilities and net assets/fund balances$33,605,771$35,390,959
Total net assets or fund balances$14,903,231$17,119,859
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001
Total revenue$17,882,794$21,430,933
Total revenue, gains, and other support per audited financial statements$16,611,636$19,911,361
Other expenses$-339,827$-561,354
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$-339,827$-561,354
Other revenue$931,331$958,218
Investment expenses$0$0
Other$931,331$958,218
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001
Total expenses$16,317,775$18,645,556
Total expenses and losses per audited financial statements$16,317,775$18,645,556
Other revenue$0$0
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$0$0
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006691
Analysis of Income-Producing Activities (for 2001)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$457,460$19,258,531
Program service revenue
Program service revenue 1000000$000$0$6,233,545
Program service revenue 2000000$000$0$10,254,047
Program service revenue 3000000$000$0$1,832,351
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$457,460$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$938,588
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2001)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2001)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$54,296$5,430$8,794
$50,000$5,000$8,891
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2001)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isChurch, convention of churches, etc.
Support Schedule
19992000
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2001)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Baptist Village Retirement Communities Of Oklahoma Inc3800 N May Ave, Oklahoma City, OK 73112-6639OK1965-03$21,430,933
2Volunteers Of America Inc, Volunteers Of America National Serv7530 Market Place Dr, Eden Prairie, MN 55344-3636MN1963-05$20,753,966
3Village At Marymount5200 Marymount Village Dr, Garfield Hts, OH 44125-2973OH1946-03$18,251,592
4St Simeons Episcopal Home Inc3701 N Martin Luther King Jr Blvd, Tulsa, OK 74106-6450OK1961-06$11,266,214
5Go Ye Village Inc1201 W 4th St, Tahlequah, OK 74464-5091OK1983-11$6,937,539
6Green Country Village Inc1025 Swan Drive, Bartlesville, OK 74006-5039OK1986-06$5,309,235
7Walker Methodist Health Center Inc3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1953-09$30,879,736
8Wesley Glen Inc5155 N High St, Columbus, OH 43214-1525OH1970-06$22,365,309
9Sarah A Reed Retirement Center227 W 22nd St, Erie, PA 16502-2689PA1988-07$19,597,849
10St Camillus Health Center Inc10101 W Wisconsin Avenue, Wauwatosa, WI 53226-4861WI1946-03$16,103,660
11Yellowwood Acres Inc, Westminster Village Kentuckiana2200 Greentree North, Clarksville, IN 47129-8965IN1984-03$14,507,229
12Shalom Park14800 E Belleview Dr, Aurora, CO 80015-2258CO1986-01$14,093,962
13Westminster Village Inc2025 E Lincoln St, Bloomington, IL 61701-5995IL1984-03$12,444,371
14Woodstock Christian Life Services920 N Seminary Ave, Woodstock, IL 60098-2996IL1984-04$11,087,927
15Selfhelp Home Inc908 W Argyle St, Chicago, IL 60640-3806IL2000-11$8,939,633
16St Paul Hermitage Home1402 Southern Ave, Beech Grove, IN 46107-1160IN1946-03$6,734,302
17Reformed Presbyterian Womans Assn2344 Perrysville Ave, Pittsburgh, PA 15214-3560PA1951-07$6,580,453
18Trinity Village Inc6400 Trinity Dr, Pine Bluff, AR 71603-7802AR1975-04$6,246,963
19Sylvia G Thompson Residence Center Inc3333 W 10th St, Sedalia, MO 65301-2113MO1994-08$6,045,594
20BenevillaPO BOX 8450, Surprise, AZ 85374-0124AZ1981-12$5,840,984
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California48
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois54
Indiana25
Kansas14
Kentucky10
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan20
Minnesota41
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey24
New Mexico1
New York45
Ohio45
Oklahoma4
Oregon12
Pennsylvania93
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas21
Utah2
Virginia23
Vermont1
Washington19
Wisconsin26
West Virginia4
Wyoming1
International2
Total829
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateBaptist Village Retirement Communities Of Oklahoma Inc3800 N May Ave, Oklahoma City, OK 73112-6639OK1965-03$21,430,933
SubordinateOklahoma Baptist Homes For Children Inc3800 N May Ave, Oklahoma City, OK 73112-6639OK1965-03$14,926,916
CentralBaptist General Convention Of The State Of Oklahoma3800 N May Ave, Oklahoma City, OK 73112-6639OK1965-03$0
SubordinateCarter Park Baptist Day Nursery3540 Se 15th St, Del City, OK 73115-4906OK1965-03$0
SubordinateFirst Southern Baptist Church6400 S Sooner Rd, Oklahoma City, OK 73135-5612OK1965-03$0
SubordinateUniversity Of Oklahoma Baptist Student Union1320 W Lindsey St, Norman, OK 73069-4319OK1974-01$0
SubordinateArbuckle Baptist AssociationPO BOX 661, Pauls Valley, OK 73075-0661OK1965-03$0
SubordinateAtoka-Coal Baptist Association322 E Court St, Atoka, OK 74525-2048OK1965-03$0
SubordinateBanner Baptist AssociationPO BOX 1441, Ada, OK 74821-1441OK1965-03$0
SubordinateBeckham Mills Baptist AssociationPO BOX 425, Sayre, OK 73662-0425OK1965-03$0
SubordinateCentral Baptist Association Of, OklahomaPO BOX 45, Kingfisher, OK 73750-0045OK1965-03$0
SubordinateCherokee Baptist AssociationPO BOX 555, Tahlequah, OK 74465-0555OK1965-03$0
SubordinateCherokee Strip Baptist AssociationPO BOX 5287, Enid, OK 73702-5287OK1965-03$0
SubordinateCimarron Baptist Association1244 E Main St, Cushing, OK 74023-3000OK1965-03$0
SubordinateConcord-Kiowa Baptist AssociationPO BOX 456, Cordell, OK 73632-0456OK1965-03$0
SubordinateEast Central Baptist AssociationPO BOX 340, Cookson, OK 74427-0340OK1965-03$0
SubordinateEnon Baptist AssociationPO BOX 725, Ardmore, OK 73402-0725OK1965-03$0
SubordinateFrisco Baptist AssociationPO BOX 888, Hugo, OK 74743-0888OK1965-03$0
SubordinateGrady Baptist Association Of Churches227 S 3rd St, Chickasha, OK 73018-3619OK1965-03$0
SubordinateJohnston-Marshall Baptist AssocPO BOX 399, Madill, OK 73446-0399OK1965-03$0
Number of affiliated organizations
Oklahoma40
Total40

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