2025-11-14T11:22:04-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 462849151 EPWORTH LIVING INC EPWO 4057521200 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 RITA CRAIG CHIEF FINANCIAL OFFICER 4057493516 2025-11-13 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-11-11 2024 2025-03-06 01:10:19Z RON KELLY 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 1452566 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. X 5 5 513 9 0 0 119 500 3175177 1452066 0 0 3068 0 3178364 1452566 0 0 0 0 1727115 1410325 0 0 0 1766045 778028 3493160 2188353 -314796 -735787 1206322 377860 1299349 299321 -93027 78539 X 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 1 2185753 1452566 PROVIDING HOME HEALTH, PRIVATE DUTY AND HOSPICE CARE TO SENIORS THROUGH EPWORTH AT HOME, LLC, A HOME AND COMMUNITY BASED ENTITY. 2185753 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 1 1 1 1 0 0 0 1 0 0 513 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X RITA CRAIG 4057493516 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 DEAN LUTHEY ESQ SECRETARY 1.00 1.00 X 0 0 0 BLAIR SCHOEB BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTOPHER PAPIN PAST CHAIRMAN 1.00 1.00 X 0 0 0 RON KELLY CEO/PRESIDENT 1.00 40.00 X 0 281596 11388 DAWN M BROWN CHIEF OPERATING OFFICER 1.00 40.00 X 0 165390 9377 DAVE RATLIFF FORMER CHIEF FINANCIAL OFFICER 1.00 20.00 X 0 108000 5700 RITA CRAIG CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 160533 5700 CATHERINE ALLEN DIRECTOR OF EPWORTH AT HOME 40.00 X 106671 0 6881 106671 715519 39046 1 0 1 0 0 500 500 HOME HEALTH SERVICES 623000 666395 666395 HOSPICE SERVICES 623000 584324 584324 PRIVATE DUTY SERVICES 623000 201347 201347 1452066 1452566 1452066 0 0 X 1215862 1215862 104991 104991 89472 89472 2600 2600 297724 297724 5548 5548 6130 6130 105422 105422 3413 3413 20103 20103 225 225 12497 12497 BAD DEBT 168812 168812 SUPPLIES 87576 87576 RENTALS 35340 35340 TRAINING 15154 15154 17484 17484 2188353 2185753 2600 0 301194 106202 414761 271658 477870 0 12497 0 1206322 377860 194941 299321 1104408 0 1299349 299321 X -93027 78539 -93027 78539 1206322 377860 X -735787 907353 X 0 0 0 X 1852 326326 135192 119 500 463989 2813857 2988028 2918144 3175177 1452066 13347272 2815709 3314354 3053336 3175296 1452566 13811261 0 0 0 13811261 2893 2893 2893 2893 126722 1022 1804 175 129723 2942431 3315376 3055140 3178364 1452566 13943877 0.99050 0.99150 0.00020 0.00020 X 417002 2991 42820 21344 441469 382057 11993 47988 25036 417002 492743 6790 -91206 26270 382057 479112 12344 32533 31246 492743 428524 3321 69884 22617 479112 1.00000 0 1 1 0 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 281496 0 100 0 0 0 5688 0 5700 0 292984 0 0 DAWN M BROWN CHIEF OPERATING OFFICER 0 165290 0 100 0 0 0 3677 0 5700 0 174767 0 0 RITA CRAIG CHIEF FINANCIAL OFFICER 0 160533 0 0 0 0 0 0 0 5700 0 166233 0 0 CASH 2024-01-01 187573 VALUE 731292317 CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 501(C)3 PREPAID - INSURANCE 2024-01-01 457036 VALUE 731292317 CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 501(C)3 OTHER DEFERRED EXPENSE 2024-01-01 20833 VALUE 731292317 CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 501(C)3 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: ALL OFFICERS AND MAJORITY OF DIRECTORS. PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL ACTITIVITY COMPELTED THROUGH EPWORTH LIVING WAS TRANSFERRED TO THE CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY AS OF JANUARY 1, 2024. THIS IS A RELATED ENTITY OF EPWORTH LIVING AND THERE WAS NOT CHANGE IN RELATIONSHIP BETWEEN THE ENTITIES OR TO THE ACTIVITIES OF OFFICERS OR DIRECTORS AS A RESULT OF THIS CHANGE. FORM 990, PART III, LINE 3 IN 2024, ALL OF THE ASSETS FOR EPWORTH LIVING, INC. WERE TRANSFERRED TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC.. THEREFORE, EPWORTH LIVING, INC. IS NO LONGER PROVIDING MANAGEMENT SERVICES TO THE FACILITY. 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 68,169. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,169. CONTRACT THERAPY: PROGRAM SERVICE EXPENSES 229,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 229,555. FORM 990, PART XI, LINE 9: ASSETS TRANSFERRED TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC. (EIN 73-1292317) 907,353. EPWORTH AT HOME LLC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 800967313 HOME HEALTH OK 1452566 377860 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 0 0 0 1 1 0 0 1 0