2016-10-05T16:49:29-05:00 2015-12-31 BKD LLP 6120 S Yale 1400 Tulsa OK 741364223 990 2015-01-01 731292317 CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC % TINA BALLARD CENT 4057521200 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 TINA BALLARD CFO 2016-10-05 true Jerald L Isaacs P00365496 9185842900 2016-09-20 2015 2017-02-10 21:41:12Z EPWORTH VILLA TINA BALLARD 14901 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73134 55780679 false X WWW.EPWORTHVILLA.ORG X 1986 OK CONTINUE TO PROVIDE A HOME TO SENIORS WHERE THEY CAN AGE WITH DIGNITY 12 11 405 96 -8495 0 106863 99449 21541803 37340687 -62874 531447 422197 1136263 22007989 39107846 0 0 0 0 9087927 8286413 49000 0 0 31517260 17031338 40654187 25317751 -18646198 13790095 117518578 112327299 139684166 121124690 -22165588 -8797391 X TO DEVELOP AND PROVIDE PREMIER, WELLNESS-BASED CAMPUSES AND COMMUNITY OUTREACH false false 6549321 9039630 PROVIDED SKILLED AND LONG TERM CARE TO AN AVERAGE OF OVER 70 PATIENTS/RESIDENTS PER DAY IN A BEAUTIFULLY UPDATED FACILITY CREATING AN ENVIRONMENT OF HEALING AND RECOVERY FOR SKILLED PATIENTS AND COMFORT TO LONG TERM CARE RESIDENTS 1871235 3131346 PROVIDING ASSISTED LIVING AND ASSISTED LIVING MEMORY CARE TO RESIDENTS FROM THE INSIDE THE RETIREMENT COMMUNITY AND FROM THE OUTSIDE SURROUNDING THE COMMUNITY. PROVIDING DIGNITY AND SAFETY TO RESIDENTS ALLOWING THEM TO AGE WITH ASSISTANCE WITH THEIR DAILY LIVING ACTIVITIES AS NEEDED. 3368222 7850766 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. 6923569 1670507 18712347 true true false false false false false false false true true true false false true true true false false false false false false false true false false false false true true false false false false false false false true true true false false false false false true false false false true 22 0 true 405 true false false false false false true true false false false false X 12 11 false false false false false false false true true false false true true true true true true true true false OK X TINA BALLARD 4057521200 14901 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73134 NICK HARROZ CHAIRMAN OF THE BOARD 1.0 0.0 X X 0 0 0 DR ROBERT L SPINKS VICE CHAIRMAN 1.0 0.0 X X 0 0 0 DR GLEE BERTRAM ASSISTANT SECRETARY 1.0 0.0 X X 0 0 0 DR DAVID M CLEWELL TREASURER 1.0 0.0 X X 0 0 0 CHRIS PAPIN DIRECTOR 1.0 0.0 X 0 0 0 DR GLEN JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 CHARLES HULL DIRECTOR 1.0 0.0 X 0 0 0 ROY CHANDLER DIRECTOR 1.0 0.0 X 0 0 0 REV TISH MALLOY DIRECTOR 1.0 0.0 X 0 0 0 DR MARY ALLEN CAREY DIRECTOR 1.0 0.0 X 0 0 0 BOB MEDLEY DIRECTOR 1.0 0.0 X 0 0 0 BARBARA PERRY DIRECTOR 1.0 0.0 X 0 0 0 JOHN HARNED CEO/PRESIDENT 60.0 2.0 X 236062 0 17518 LAUREN CANTU CHIEF OPERATING OFFICIER 60.0 1.0 X 156524 0 8594 TINA BALLARD CHIEF FINANCIAL OFFICER 60.0 2.0 X 125353 0 2665 JOE HANEY VICE PRESIDENT OF ADVANCEMENT 40.0 0.0 X 116658 0 12977 DIANNA BEASLEY DIRECTOR OF HD&E 40.0 0.0 X 109568 0 3087 744165 0 44841 5 false true false HORIZON CONSTRUCTION GROUP 5201 EAST TERRACE DR MADISON WI 53718 BUILDING CONTRACTOR 5560340 GABLE GOTWALS 1100 ONEOK PLAZA TULSA OK 731044217 ATTORNEYS 1127792 SUMMIT CARE 6830 W 121ST CT OVERLAND PARK KS 66209 THERAPY 904509 SPELLMAN BRADY COMPANY 8251 MARYLAND AVE ST LOUIS MO 63105 INTERIOR DESIGN 444187 SELECT REHABILITATION INC P O BOX 809056 GLENVIEW IL 606809056 THERAPY 255898 9 43500 55949 99449 RESIDENTIAL SERVICES 623000 11322313 11322313 HEALTH CENTER 623000 3510715 3510715 MEDICARE SERVICES 623000 5451062 5451062 DEMENTIA FACILITY 623000 1408159 1408159 GAIN ON LITIGATION SETTLEMENT 900009 15438200 15438200 210238 210238 37340687 373926 373926 0 1014018 1014018 130740 130740 0 130740 130740 16815954 16658433 157521 157521 157521 5905 43500 14400 -8495 -8495 0 0 0 39107846 37498208 -8495 1518684 0 0 0 0 744165 744165 0 6167663 4073408 2094255 0 837482 553112 284370 537103 354728 182375 1238319 1238319 969674 969674 75837 75837 0 0 0 521208 344230 176978 258643 170820 87823 46585 30767 15818 137417 137417 0 1997374 1997374 19244 12710 6534 0 16726 16726 3579566 3579566 0 3146201 3146201 415329 274302 141027 Therapies 1385924 1385924 Food and Food Service 951774 628595 323179 Lawsuite Judgement 812171 812171 Pharmacy, Lab & X-Rays 639008 639008 820338 692705 127633 25317751 18712347 6605404 0 6160 6660 2274879 2781278 0 0 2142981 1522878 0 0 0 0 2970676 2897272 120641 168011 549947 349752 114969697 27288834 85223203 87680863 0 0 24230091 16920585 0 0 0 0 0 0 117518578 112327299 7797896 4808165 0 0 4497849 4720152 87835000 86225000 0 0 0 0 0 0 0 0 39553421 25371373 139684166 121124690 X -22698879 -9330682 201884 201884 331407 331407 -22165588 -8797391 117518578 112327299 13790095 -421898 X false true X true false X 165197 160095 140489 106863 99449 672093 21117073 20839089 21348425 21541803 37340687 122187077 0 0 0 21282270 20999184 21488914 21648666 37440136 122859170 122537 100808 50000 273345 0 122537 100808 50000 273345 122585825 476848 485912 784245 1426360 1387944 4561309 0 476848 485912 784245 1426360 1387944 4561309 0 134711 134711 21759118 21485096 22273159 23209737 38828080 127555190 0.96104 0.96268 0.03576 0.03258 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382950 4996 -11598 3338 17540 1 355469 354425 36200 12241 4166 15750 382950 305703 20715 46002 17995 354425 297264 1209 7230 305703 321784 14667 -39187 297264 0.62000 0.05000 0.33000 false false 2688010 2688010 85739040 15144664 70594376 21579541 9666835 11912706 4669803 2477335 2192468 293303 293303 87680863 POOLED INVESTMENT FUND 16920585 F 16920585 0 REFUNDABLE ENTRANCE FEES 21807157 ENTRANCE FEE DEPOSITS 2385788 LAWSUIT JUDGMENT 507428 LIABILITY INSURANCE RESERVE 671000 25371373 X 38685948 -421898 -421898 39107846 39107846 25317751 25317751 25317751 SCHEDULE D, 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 Schedule D, Part X, Line 2 Epworth Villa has been recognized as exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, Epworth Villa is subject to federal income tax on any unrelated business taxable income. Epworth Villa files tax returns in the U.S. federal jurisdiction. GATSBY GALA 49405 43500 5905 3500 2500 8400 0 49405 43500 5905 3500 2500 8400 14400 -8495 X true true X X X X X false false false false false false false false false JOHN HARNED CEO/PRESIDENT 236062 0 0 0 0 0 4794 0 12724 0 253580 0 LAUREN CANTU CHIEF OPERATING OFFICIER 141786 0 14738 0 0 0 3167 0 5427 0 165118 0 SCHEDULE J, PART I, LINE 1 THE CEO LIVES ON THE ORGANIZATION'S PREMISES. HE MEETS THE EXCEPTIONS FOR REPORTING THE VALUE OF THE RESIDENCE AND THEREFORE, NO AMOUNTS ARE REPORTED ON HIS W-2. A OCFA 731083741 67868NBL2 2005-04-01 4045000 REFUNDING BONDS false false false B OCFA 731083741 67868NBJ7 2004-04-01 3500000 REFUNDING BONDS false false false C OCFA 731083741 67868NBM0 2005-04-01 6150000 REFUNDING BONDS false false false D OCFA 731083741 67868NMN8 2005-04-01 2000000 REFUNDING BONDS false false false A 0 0 4045000 0 0 0 80900 0 3966228 0 0 0 false true true true B 0 0 3500000 0 0 0 69729 0 3416736 0 0 0 true false true true C 0 0 6150000 0 0 0 123000 0 6030235 0 0 0 false true true true D 0 0 2000000 0 0 0 40000 0 1961052 0 0 0 false true true true A false false false false 0 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false false 0 false false false false A false true false true false false 0 false 0 false false B false true false true false false 0 false 0 false false C false true false true false false 0 false 0 false false D false true false true false false 0 false 0 false false A false B false C false D false Part IV Line 2c 05/21/2015 5/21/2015 Part IV Line 2c Date of rebate computation 5/21/2015 Part IV Line 2c Date of rebate computation 1/14/2015 Part IV Line 2c Date of rebate computation 5/21/2015 Part IV Line 2c Date of rebate computation 5/21/2015 Part IV Line 2c Part IV Line 2c A OCFA 731083741 67868NCC1 2012-12-19 10305000 REVENUE & REFUNDING BONDS false false false B OCFA 731083741 67868NCD9 2012-12-19 4985000 REVENUE & REFUNDING BONDS false false false C OCFA 731083741 67868NBY4 2012-12-19 10820000 REVENUE & REFUNDING BONDS false false false D OCFA 731083741 67868NBX6 2012-12-19 44420000 REVENUE & REFUNDING BONDS false false false A 0 0 10448573 0 0 0 168239 0 0 0 0 0 true false true true B 0 0 5054453 0 0 0 81835 0 0 0 0 0 true false true true C 0 0 10970749 0 0 0 176646 0 0 0 0 0 true false true true D 0 0 45038878 0 0 0 725197 0 0 0 0 0 true false true true A false false false false 0 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false 0 false false false false A false false false false false false 0 false 0 false false B false false false false false false 0 false 0 false false C false false false false false false 0 false 0 false false D false false false false false false 0 false false false 0 false false A false B false C false D false A OCFA 731083741 67868NCE7 2012-12-19 2605000 REVENUE & REFUNDING BONDS false false false A 545000 0 2605000 0 0 0 65125 0 0 0 0 0 false false true true A false false false false 0 false false false false A false false false false false false 0 false 0 false false A false MEDLEY INSURANCE SEE PART V 385034 INSURANCE false Part IV, Lines 1 Entity more than 35% owned by Bob Medley's son. 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. 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 15A THE LAST COMPENSATION REVIEW FOR THE CEO WAS COMPLETED BY THE BOARD EXECUTIVE COMMITTEE DECEMBER, 2013, ANNUAL COST OF LIVING INCREASES HAVE BEEN PROVIDED 1/1/2014, 1/1/2015. FORM 990, PART VI, SECTION B, LINE 15B THE CEO ANNUALLY REVIEWS OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION IN COMPARISON TO THE INDUSTRY AND STATE FROM INFORMATION PROVIDED BY CONSULTANTS AND ANNUAL STATE SURVEY INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION FORM 990, PART III, LINE 4D PROVIDE A SPACE FOR OTHER NON-PROFITS IN THE COMMUNITY TO MEET - FOR EXAMPLE - GIRL SCOUTS, OLLIE (OKLAHOMA LEARNING INSTITUTE), PARKINSON'S SUPPORT GROUP, GRIEF SUPPORT, VETERANS GROUPS, ALZHEIMER'S ETC. WHITE WOODS RETIREMENT CAMPUS INC DBA 14901 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73134 731679235 CCRC OK 501(C)(3) 9 EPWORTH LIV false EPWORTH LIVING 14901 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73134 462849151 NONPROFIT MGT OK 501(C)(3) 9 NA false false false false true true false false false false true false false false false false false true false false WHITE WOODS RETIREMENT CAMPUS D 2034536 LOAN BALANCE EPWORTH LIVING INC E 20255 LOAN BALANCE EPWORTH LIVING INC J 52533 FAIR MARKET MED