CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC (EIN 73-1292317)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349312700
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:28:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731292317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL OKLAHOMA UNITED METHODIST | BusinessNameLine1Txt |
| Business Name Line2 | RETIREMENT FACILITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 4057521200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14901 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON KELLY | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4057493516 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | KELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPWORTH VILLA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RON KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14901 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,588,938 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EPWORTHVILLA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING A HOME WHERE ELDERS CAN AGE WITH DIGNITY AND CONTINUE TO LIVE FULL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,807,964 | PYContributionsGrantsAmt |
| CY Contributions Grants | $757,041 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,247,887 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,488,520 | CYProgramServiceRevenueAmt |
| PY Investment Income | $124,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,152 | CYInvestmentIncomeAmt |
| PY Other Revenue | $547,685 | PYOtherRevenueAmt |
| CY Other Revenue | $754,127 | CYOtherRevenueAmt |
| PY Total Revenue | $29,727,665 | PYTotalRevenueAmt |
| CY Total Revenue | $31,109,840 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $146,334 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $185,942 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,608,111 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,144,246 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,205,533 | PYOtherExpensesAmt |
| CY Other Expenses | $22,654,354 | CYOtherExpensesAmt |
| PY Total Expenses | $31,959,978 | PYTotalExpensesAmt |
| CY Total Expenses | $35,984,542 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,232,313 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,874,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,926,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,823,635 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $107,687,028 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,053,690 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$21,760,433 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$27,230,055 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROVIDE PREMIER, WELLNESS-BASED CAMPUSES AND COMMUNITY OUTREACH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,930,546 | ExpenseAmt |
| Grant | $185,842 | GrantAmt |
| Revenue | $10,747,262 | RevenueAmt |
| Desc | PROVIDED SKILLED NURSING AND LONG TERM CARE TO AN AVERAGE OF OVER 67 PATIENTS/RESIDENTS PER DAY IN A BEAUTIFUL FACILITY CREATING AN ENVIRONMENT OF HEALING AND RECOVERY FOR SKILLED NURSING PATIENTS AND COMFORT TO LONG TERM CARE RESIDENTS. EPWORTH VILLA PROVIDES FUNDS TO RESIDENTS OF THE COMMUNITY WHO ARE UNABLE TO PAY FOR THEIR CARE. DURING 2022, $185,842 WAS EXPENDED FOR THAT PURPOSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,803,145 | ExpenseAmt |
| Revenue | $6,464,520 | RevenueAmt |
| Desc | PROVIDING ASSISTED LIVING AND ASSISTED LIVING MEMORY CARE TO RESIDENTS FROM INSIDE THE RETIREMENT COMMUNITY AND FROM OUTSIDE IN THE SURROUNDING COMMUNITY. PROVIDING DIGNITY AND SAFETY TO RESIDENTS ALLOWING RESIDENTS TO AGE WITH ASSISTANCE WITH THEIR DAILY LIVING ACTIVITIES AS NEEDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,482,713 | ExpenseAmt |
| Grant | $100 | GrantAmt |
| Revenue | $12,276,738 | RevenueAmt |
| Desc | ONGOING ENGAGEMENT OF SENIORS IN INDEPENDENT LIVING, PROVIDING OPPORTUNITIES FOR RESIDENTS TO INTERACT, VOLUNTEER, ENCOURAGE PARTICIPATION IN WELLNESS, ENCOURAGEMENT OF SOCIAL INTERACTION AND DEVELOPMENT. OPPORTUNITIES FOR INVOLVEMENT ON THE CAMPUS AND IN THE COMMUNITY. PROVIDING THE ABILITY FOR RESIDENTS ENTERING THE COMMUNITY VIA INDEPENDENT LIVING A HOME FOR LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,216,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELANA MORROW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4057521200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14901 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT DAVIS | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR STEVE FORD | ||||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RANDY COMPTON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR BOB SPINKS | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BARBARA PERRY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER PAPIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG KNUTSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACOB JEAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV TISH MALLOY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV VALERIE STEELE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTORIA CALDWELL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DEREK BELASE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GLEN JOHNSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RON KELLY | ||||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $262,634 | $0 | $11,013 | 1.00 | ||
| KEN BULLOCK | ||||||||
| FORMER CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $38,574 | $0 | $805 | 1.00 | ||
| DAWN M BROWN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $143,090 | $0 | $5,542 | 1.00 | ||
| DAVE RATLIFF | ||||||||
| CHIEF FINANCIAL OFFICER | 20.00 | Yes (X) | $167,684 | $0 | $0 | 1.00 | ||
| BARBARA HARTER | ||||||||
| NURSING HOME ADMINISTRATOR | 40.00 | $110,379 | $0 | $4,058 | 1.00 | Yes (X) | ||
| JENNIFER CUSHMAN | ||||||||
| DIRECTOR OF NURSING | 40.00 | $120,436 | $0 | $7,904 | 1.00 | Yes (X) | ||
| KATHY LOGSDON | ||||||||
| DIRECTOR OF SALES | 40.00 | $158,608 | $0 | $8,647 | 1.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,001,405 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,969 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | $1,809,864 |
| SELECT REHABILITATION INC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | THERAPY | $1,601,578 |
| SOUTHERN QUALITY CONSTRUCTION | |||||
| PO BOX 887 | MUSTANG | OK | 73064 | CONSTRUCTION | $742,723 |
| SYNERGY HOMECARE | |||||
| 770 E BRITTON ROAD | OKLAHOMA CITY | OK | 73114 | HOME CARE | $523,564 |
| GREYSTONE DEVELOPMENT COMPANY II LP | |||||
| 225 E JOHN CARPENTER FWY | IRVING | TX | 75062 | CONSTRUCTION | $208,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $439,388 | GovernmentGrantsAmt |
| All Other Contributions | $317,653 | AllOtherContributionsAmt |
| Total Contributions | $757,041 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 623000 | $16,358,903 | $16,358,903 |
| MEDICARE CENTER | 623000 | $7,080,113 | $7,080,113 |
| HEALTH CENTER | 623000 | $3,667,149 | $3,667,149 |
| DEMENTIA FACILITY | 623000 | $2,184,653 | $2,184,653 |
| OTHER PROGRAM REVENUE | 623000 | $197,702 | $197,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,488,520 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,600 | TotalRevenueColumnAmt |
| Exclusion | $184,600 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,351 | TotalRevenueColumnAmt |
| Exclusion | $543,351 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,776 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $210,776 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,776 | TotalRevenueColumnAmt |
| Exclusion | $210,776 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,404,650 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,479,098 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$74,448 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$74,448 | TotalRevenueColumnAmt |
| Exclusion | -$74,448 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,109,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,488,520 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $864,279 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,842 | TotalAmt |
| Program Services | $185,842 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,342 | TotalAmt |
| Program Services | $535,183 | ProgramServicesAmt |
| Management And General | $94,159 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,694,205 | TotalAmt |
| Program Services | $9,098,179 | ProgramServicesAmt |
| Management And General | $1,596,026 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,521 | TotalAmt |
| Program Services | $58,212 | ProgramServicesAmt |
| Management And General | $11,309 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,751,178 | TotalAmt |
| Program Services | $1,466,300 | ProgramServicesAmt |
| Management And General | $284,878 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,119 | TotalAmt |
| Program Services | $76,283 | ProgramServicesAmt |
| Management And General | $1,131,836 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,430 | TotalAmt |
| Program Services | $5,966 | ProgramServicesAmt |
| Management And General | $174,464 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,065 | TotalAmt |
| Management And General | $306,065 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,687 | TotalAmt |
| Management And General | $26,687 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731,879 | TotalAmt |
| Program Services | $2,059,789 | ProgramServicesAmt |
| Management And General | $672,090 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,898 | TotalAmt |
| Program Services | $130,939 | ProgramServicesAmt |
| Management And General | $507,959 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,647 | TotalAmt |
| Program Services | $34,993 | ProgramServicesAmt |
| Management And General | $96,654 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,458 | TotalAmt |
| Program Services | $60,326 | ProgramServicesAmt |
| Management And General | $149,132 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,266,083 | TotalAmt |
| Program Services | $2,214,944 | ProgramServicesAmt |
| Management And General | $51,139 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,572 | TotalAmt |
| Program Services | $100,475 | ProgramServicesAmt |
| Management And General | $8,097 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,574 | TotalAmt |
| Program Services | $4,718 | ProgramServicesAmt |
| Management And General | $23,856 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,991,844 | TotalAmt |
| Program Services | $3,240,629 | ProgramServicesAmt |
| Management And General | $751,215 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,893,184 | TotalAmt |
| Program Services | $4,250,529 | ProgramServicesAmt |
| Management And General | $642,655 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,948 | TotalAmt |
| Program Services | $16,922 | ProgramServicesAmt |
| Management And General | $961,026 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD AND FOOD SERVICE | $1,544,776 | $1,544,776 |
| THERAPIES | $1,456,358 | $1,456,358 |
| PHARMACY, LAB AND XRAYS | $640,923 | $640,923 |
| MEDICAL SUPPLIES | $271,470 | $271,470 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,439 | TotalAmt |
| Program Services | $762,548 | ProgramServicesAmt |
| Management And General | $278,891 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,984,542 | TotalAmt |
| Program Services | $28,216,404 | ProgramServicesAmt |
| Management And General | $7,768,138 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,420 | BOYAmt |
| EOY | $3,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,715 | BOYAmt |
| EOY | $8,017,140 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,386 | BOYAmt |
| EOY | $3,682,752 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,220 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,800 | BOYAmt |
| EOY | $9,800 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,487 | BOYAmt |
| EOY | $317,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $125,263,246 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,578,147 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,197,202 | BOYAmt |
| EOY | $67,685,099 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,980,463 | BOYAmt |
| EOY | $3,331,419 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,667 | BOYAmt |
| EOY | $520,982 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,235 | BOYAmt |
| EOY | $1,255,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,926,595 | BOYAmt |
| EOY | $84,823,635 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,990,497 | BOYAmt |
| EOY | $4,092,256 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,207,893 | BOYAmt |
| EOY | $13,072,949 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,455,000 | BOYAmt |
| EOY | $76,455,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,033,638 | BOYAmt |
| EOY | $18,433,485 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,687,028 | BOYAmt |
| EOY | $112,053,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$22,360,892 | BOYAmt |
| EOY | -$27,761,146 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,459 | BOYAmt |
| EOY | $531,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$21,760,433 | BOYAmt |
| EOY | -$27,230,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,926,595 | BOYAmt |
| EOY | $84,823,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,874,702 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$566,624 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$28,296 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $770,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,807,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $757,041 | CurrentTaxYearAmt |
| Total | $3,408,636 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,877,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,162,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,466,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,247,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,488,520 | CurrentTaxYearAmt |
| Total | $131,243,026 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,912,357 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,201,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,236,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,055,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,245,561 | CurrentTaxYearAmt |
| Total | $134,651,662 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $134,651,662 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,058,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $869,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $636,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $932,247 | CurrentTaxYearAmt |
| Total | $4,172,568 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,058,118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $869,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $636,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $675,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $932,247 | CurrentTaxYearAmt |
| Total | $4,172,568 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,970,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,071,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,873,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,731,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,177,808 | CurrentTaxYearAmt |
| Total | $138,824,230 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96690 | PublicSupportPY509Pct |
| Investment Income CY | 0.03010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03310 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $492,743 | BeginningYearBalanceAmt |
| Contributions | $6,790 | ContributionsAmt |
| Investment Earnings Or Losses | -$91,206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,270 | OtherExpendituresAmt |
| End Year Balance | $382,057 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,112 | BeginningYearBalanceAmt |
| Contributions | $12,344 | ContributionsAmt |
| Investment Earnings Or Losses | $32,533 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,246 | OtherExpendituresAmt |
| End Year Balance | $492,743 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $428,524 | BeginningYearBalanceAmt |
| Contributions | $3,321 | ContributionsAmt |
| Investment Earnings Or Losses | $69,884 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,617 | OtherExpendituresAmt |
| End Year Balance | $479,112 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,410 | BeginningYearBalanceAmt |
| Contributions | $8,586 | ContributionsAmt |
| Investment Earnings Or Losses | $66,120 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,592 | OtherExpendituresAmt |
| End Year Balance | $428,524 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $417,669 | BeginningYearBalanceAmt |
| Contributions | $1,215 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,912 | OtherExpendituresAmt |
| End Year Balance | $375,410 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,688,010 | OtherCostOrOtherBasisAmt |
| Book Value | $2,688,010 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,739,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,178,002 | DepreciationAmt |
| Book Value | $51,561,038 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,748,458 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,834,448 | DepreciationAmt |
| Book Value | $11,914,010 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,634,917 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,565,697 | DepreciationAmt |
| Book Value | $1,069,220 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $452,821 | OtherCostOrOtherBasisAmt |
| Book Value | $452,821 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $67,685,099 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $14,257,415 |
| ACCRUED ENTRANCE FEE REFUNDS | $4,907,939 |
| DUE TO/FROM AFFILIATES | -$731,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,433,485 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | PAYMENT ASSISTANCE | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $185,842 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RON KELLY | ||||||||||||||
| CEO/PRESIDENT | $262,534 | $0 | $100 | $0 | $0 | $0 | $5,602 | $0 | $5,411 | $0 | $273,647 | $0 | $0 | $0 |
| DAVE RATLIFF | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $167,684 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $167,684 | $0 | $0 | $0 |
| KATHY LOGSDON | ||||||||||||||
| DIRECTOR OF SALES | $105,638 | $0 | $100 | $0 | $52,870 | $0 | $3,236 | $0 | $5,411 | $0 | $167,255 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | COMMISSIONS WERE PAID ON SALES OF INDEPENDENT LIVING UNITS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OFCA | ||||||||
| A | 731083741 | 67868NBJ7 | 2004-04-01 | $3,500,000 | REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| B | 731083741 | 67868NBL2 | 2005-04-01 | $4,045,000 | REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| C | 731083741 | 67868NBM0 | 2005-04-01 | $6,150,000 | REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| D | 731083741 | 67868NBN8 | 2005-04-01 | $2,000,000 | REFUNDING BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $3,500,000 | $69,729 | $3,416,736 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $4,045,000 | $80,900 | $3,966,228 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $6,150,000 | $123,000 | $6,030,235 | 0 | Yes (1) | Yes (1) | Yes (1) |
| D | $2,000,000 | $40,000 | $1,961,052 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/13/2020 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/13/2020 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/13/2020 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 02/13/2020 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2017 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2017 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2017 ISSUER NAME: OFCA DATE THE REBATE COMPUTATION WAS PERFORMED: 04/01/2017 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OFCA | ||||||||
| A | 731083741 | 67868NCC1 | 2012-12-19 | $10,350,000 | REVENUE & REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| B | 731083741 | 67868NCD9 | 2012-12-19 | $4,985,000 | REVENUE & REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| C | 731083741 | 67868NBY4 | 2012-12-19 | $10,820,000 | REVENUE & REFUNDING BONDS | 0 | 0 | 0 |
| OFCA | ||||||||
| D | 731083741 | 67868NBX6 | 2012-12-19 | $44,442,000 | REVENUE & REFUNDING BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|
| A | $10,448,573 | $168,239 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $5,054,453 | $81,835 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $10,970,749 | $176,646 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $45,038,878 | $725,197 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 IS PRESENTED TO THE BOARD FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING. ONCE THE FINAL VERSION IS COMPLETED, A COPY IS PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE BOARD DISCLOSES ANY RELATIONSHIPS. EMPLOYEE RELATIONSHIPS ARE REVIEWED AND REPORTED TO HUMAN RESOURCES BY DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | 15A. THE BOARD CAREFULLY REVIEWED THE SALARY FOR THE CEO/PRESIDENT. 16B. THE CEO/PRESIDENT REVIEWED KEY EMPLOYEES COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE IN THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. MONTHLY FINANCIALS ARE PROVIDED TO THE BOARD FINANCE COMMITTEE, THE BOARD OF DIRECTORS AND THE RESIDENT FINANCE COMMITTEE. ADDITIONALLY, A SUMMARY STATEMENT IS MADE AVAILABLE TO ALL RESIDENTS. FINANCIALS ARE ALSO POSTED VIA EMMA FOR PUBLIC DISCLOSURE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPWORTH LIVING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14901 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462849151 | EIN |
| Primary Activities | NONPROFIT MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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