2024-11-15T15:24:30-06:00 2023-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2023-01-01 462849151 EPWORTH LIVING INC EPWO 4057521200 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 RITA CRAIG CHIEF FINANCIAL OFFICER 4057493516 2024-11-15 1 0 ASHLEY M FOGLE P01258800 4058482020 2024-11-13 2023 2024-10-15 13:58:12Z RON KELLY 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 3178364 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 6 567 10 0 0 135192 119 2918144 3175177 0 0 1804 3068 3055140 3178364 0 0 0 0 1402651 1727115 0 0 0 1604330 1766045 3006981 3493160 48159 -314796 1567495 1206322 1336381 1299349 231114 -93027 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 1315315 1240244 PROVIDE MANAGEMENT SERVICES TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC., DBA EPWORTH VILLA, A CONTINUING CARE RETIREMENT FACILITY. 2165821 1935108 PROVIDING HOME HEALTH, PRIVATE DUTY AND HOSPICE CARE TO SENIORS THROUGH EPWORTH AT HOME, LLC, A HOME AND COMMUNITY BASED ENTITY. 3481136 1 0 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 0 567 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 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 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 275395 11410 DAWN M BROWN CHIEF OPERATING OFFICER 1.00 40.00 X 0 153166 9101 DAVE RATLIFF CHIEF FINANCIAL OFFICER 1.00 20.00 X 0 150386 0 RAQUEL MARTINEZ HOSPICE LPN 40.00 X 114835 0 5700 CATHERINE ALLEN DIRECTOR OF EPWORTH AT HOME 40.00 X 102053 0 6828 216888 578947 33039 2 0 1 0 0 119 119 PROGRAM MANAGEMENT FEE 561000 1240244 1240244 HOSPICE SERVICES 623000 921495 921495 HOME HEALTH SERVICES 623000 860921 860921 PRIVATE DUTY SERVICES 623000 152517 152517 3175177 2893 0 2893 2893 2893 MISCELLANEOUS INCOME 900099 175 175 175 3178364 3178245 0 0 503052 503052 90484 90484 1133579 1133579 12024 12024 306983 306983 3710 3710 4499 4499 65068 65068 3069 3069 19002 19002 188 188 74980 74980 884418 884418 RENTALS 163976 163976 SUPPLIES 96495 96495 PAYROLL PROCESSING SERV 59127 59127 TRAINING 6183 6183 66323 66323 3493160 3481136 12024 0 131578 301194 811927 414761 536513 477870 87477 12497 1567495 1206322 639210 194941 697171 1104408 1336381 1299349 X 231114 -93027 231114 -93027 1567495 1206322 -314796 -9345 0 X 0 0 0 X 645 1852 326326 135192 119 464134 3192331 2813857 2988028 2918144 3175177 15087537 3192976 2815709 3314354 3053336 3175296 15551671 0 0 0 15551671 2893 2893 2893 2893 126722 1022 1804 175 129723 3192976 2942431 3315376 3055140 3178364 15684287 0.99150 0.99180 0.00020 X 382057 11993 47988 25036 417002 492743 6790 -91206 26270 382057 479112 12344 32533 31246 492743 428524 3321 69884 22617 479112 375410 8586 66120 21592 428524 1.00000 0 1 1 0 INTERCOMPANY PAYABLE 1104408 1104408 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 275295 0 100 0 0 0 5710 0 5700 0 286805 0 0 DAWN M BROWN CHIEF OPERATING OFFICER 0 153066 0 100 0 0 0 3401 0 5700 0 162267 0 0 DAVE RATLIFF CHIEF FINANCIAL OFFICER 0 150386 0 0 0 0 0 0 0 0 0 150386 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. EPWORTH AT HOME LLC 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 800967313 HOME HEALTH OK 1934933 967740 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