2023-11-15T10:54:24-06:00 2022-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2022-01-01 462849151 EPWORTH LIVING INC EPWO 4057521200 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 RON KELLY CEO/PRESIDENT 4057493516 2023-11-14 1 RON KELLY 999009999 0 W LYNDEL LACKEY P00234298 4058482020 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RON KELLY 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 3055140 0 X N/A X 2012 OK TO DEVELOP AND PROVIDE PREMIER, WELLNESS-BASED CAMPUSES, COMMUNITY OUTREACH, AND TO PROVIDE MANAGEMENT SERVICES TO ENTITIES WITH THE GOAL OF PROMOTING SUCCESSFUL AGING OF SENIORS IN THE STATE OF OKLAHOMA. 6 6 495 6 0 0 326326 135192 2988028 2918144 0 0 1022 1804 3315376 3055140 0 0 0 0 1661840 1402651 0 0 0 1658184 1604330 3320024 3006981 -4648 48159 1344483 1567495 1161528 1336381 182955 231114 TO PROVIDE HOME AND COMMUNITY BASED SERVICES FOR THE SENIOR POPULATION OF OKLAHOMA CITY; TO PROVIDE MANAGEMENT SERVICES FOR EPWORTH VILLA AND EPWORTH AT HOME. 0 0 1189912 1131836 PROVIDE MANAGEMENT SERVICES TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC., DBA EPWORTH VILLA, A CONTINUING CARE RETIREMENT FACILITY. 1813769 1788112 PROVIDING HOME HEALTH, PRIVATE DUTY AND HOSPICE CARE TO SENIORS THROUGH EPWORTH AT HOME, LLC, A HOME AND COMMUNITY BASED ENTITY. 3003681 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 495 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X ELANA MORROW 4057521200 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 DR BOB SPINKS CHAIRMAN 1.00 1.00 X 0 0 0 SCOTT G DAVIS VICE CHAIRMAN 1.00 1.00 X 0 0 0 CHRISTOPHER PAPIN PAST CHAIRMAN 1.00 1.00 X 0 0 0 DEAN LUTHEY ESQ SECRETARY 1.00 1.00 X 0 0 0 REV TISH MALLOY BOARD MEMBER 1.00 1.00 X 0 0 0 BLAIR SCHOEB BOARD MEMBER 1.00 1.00 X 0 0 0 RON KELLY CEO/PRESIDENT 1.00 40.00 X 0 262634 11013 KEN BULLOCK FORMER CHIEF FINANCIAL OFF 1.00 40.00 X 0 38574 805 DAWN M BROWN CHIEF OPERATING OFFICER 1.00 40.00 X 0 143090 5542 DAVE RATLIFF CHIEF FINANCIAL OFFICER 1.00 20.00 X 0 167684 0 0 611982 17360 0 0 1 0 0 135092 100 135192 PROGRAM MANAGEMENT FEE 561000 1131836 1131836 HOSPICE SERVICES 623000 1063502 1063502 HOME HEALTH SERVICES 623000 666732 666732 PRIVATE DUTY SERVICES 623000 56074 56074 2918144 MISCELLANEOUS INCOME 900099 1804 1804 1804 3055140 2919948 0 0 X 375577 375577 76059 76059 951015 951015 3300 3300 309233 309233 5696 5696 8391 8391 67413 67413 2755 2755 16307 16307 74980 74980 807281 807281 RENTALS 169013 169013 SUPPLIES 71630 71630 PAYROLL PROCESSING SERV 49759 49759 TRAINING 12564 12564 6008 6008 3006981 3003681 3300 0 159907 131578 688786 811927 333333 536513 162457 87477 1344483 1567495 433292 639210 728236 697171 1161528 1336381 X 182955 231114 182955 231114 1344483 1567495 48159 0 X 0 0 0 X 805 645 1852 326326 135192 464820 3218975 3192331 2813857 2988028 2918144 15131335 3219780 3192976 2815709 3314354 3053336 15596155 0 0 0 15596155 50 126722 1022 1804 129598 3219830 3192976 2942431 3315376 3055140 15725753 0.99180 0.89430 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 492743 6790 -91206 26270 382057 479112 12344 32533 31246 492743 428524 3321 69884 22617 479112 375410 8586 66120 21592 428524 416499 1215 -23562 18742 375410 1.00000 0 1 1 0 INTERCOMPANY PAYABLE 697171 697171 PART V, LINE 4: THE POOLED INVESTMENTS THAT ARE REFLECTED AT NET ASSET VALUE PER SHARE ARE DIRECTED BY OUMF AND CONSIST OF VARIOUS EQUITY SECURITIES, ASSET-BACKED OBLIGATIONS, MUTUAL AND INDEX FUNDS, GOVERNMENT OBLIGATIONS AND CASH EQUIVALENT FUNDS. THE PORTFOLIO AT OUMF IS DESIGNED TO ACHIEVE ENDOWMENT RETURNS CONSISTENT WITH OUMF'S ADOPTED INVESTMENT POLICIES. THESE FUNDS ARE TO BE UTILIZED FOR THE PURPOSES ESTABLISHED WHEN THE FUNDS WERE CREATED. 0 0 0 0 0 0 0 0 0 RON KELLY CEO/PRESIDENT 0 262534 0 100 0 0 0 5602 0 5411 0 273647 0 0 DAVE RATLIFF CHIEF FINANCIAL OFFICER 0 167684 0 0 0 0 0 0 0 0 0 167684 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PRESENTED TO THE CFO, CEO/PRESIDENT AND FINANCE COMMITTEE OF THE BOARD TO REVIEW, THEN TO THE ENTIRE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REPORT, ANNUALLY, ANY POTENTIAL CONFLICTS. THESE ARE REVIEWED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR REVIEW IN THE ADMINISTRATIVE OFFICES UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 52,547. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,547. CONTRACT THERAPY: PROGRAM SERVICE EXPENSES 256,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 256,686. EPWORTH AT HOME LLC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 800967313 HOME HEALTH OK 1921500 908632 EPWORTH LIVING COUMRF INC DBA EPWORTH VILLA 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 731292317 CCRC OK 501(C)(3) LINE 10 EPWORTH LIVING 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 COUMRF INC DBA EPWORTH VILLA K 81974 FMV