2025-11-14T11:21:53-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 731292317 CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC CENT 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 2025-11-12 2024 2025-03-06 01:10:19Z EPWORTH VILLA RON KELLY 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 135824097 0 X WWW.EPWORTHVILLA.ORG X 1987 OK PROVIDING A HOME WHERE ELDERS CAN AGE WITH DIGNITY AND CONTINUE TO LIVE FULL LIVES. 11 10 0 62 0 0 39256 35742 30689314 32323007 695298 758866 516863 9549247 31940731 42666862 235564 432063 0 0 15327591 16552623 0 0 0 24764254 27151880 40327409 44136566 -8386678 -1469704 90176884 83572942 127771612 122581593 -37594728 -39008651 TO DEVELOP AND PROVIDE PREMIER, WELLNESS-BASED CAMPUSES AND COMMUNITY OUTREACH. 0 0 12109766 432063 11377614 PROVIDED SKILLED NURSING AND LONG TERM CARE TO AN AVERAGE OF OVER 68 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 2024, $432,063 WAS EXPENDED FOR THAT PURPOSE. 8534689 7314046 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. 12769116 22755814 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. 33413571 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X RITA CRAIG 4057493516 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 DR GLEN JOHNSON CHAIRMAN 1.00 X X 0 0 0 DR STEVE FORD VICE CHAIRMAN 1.00 X X 0 0 0 RANDY COMPTON TREASURER 1.00 X X 0 0 0 DR BOB SPINKS SECRETARY 1.00 X X 0 0 0 BARBARA PERRY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER PAPIN BOARD MEMBER 1.00 X 0 0 0 CRAIG KNUTSON BOARD MEMBER 1.00 X 0 0 0 JACOB JEAN BOARD MEMBER 1.00 X 0 0 0 REV VALERIE STEELE BOARD MEMBER 1.00 X 0 0 0 VICTORIA CALDWELL BOARD MEMBER 1.00 X 0 0 0 SCOTT DAVIS BOARD MEMBER 1.00 X 0 0 0 RON KELLY PRESIDENT, CEO 50.00 1.00 X 281596 0 11388 DAWN M BROWN CHIEF OPERATING OFFICER 50.00 1.00 X 165390 0 9377 DAVID RATLIFF FORMER CHIEF FINANCIAL OFFICER 50.00 1.00 X 108000 0 5700 RITA CRAIG CHIEF FINANCIAL OFFICER 50.00 1.00 X 160533 0 5700 KATHY LOGSDON DIRECTOR OF SALES & MARKETING 50.00 1.00 X 165644 0 9083 JENNIFER CUSHMAN CHIEF NURSING OFFICER 50.00 1.00 X 142179 0 8636 BARBARA HARTER NURSING HOME ADMINISTRATOR 50.00 1.00 X 125181 0 2461 STACY WATKINS DIRECTOR OF COMPLIANCE 50.00 1.00 X 120270 0 2313 FAITH FIELDS DIRECTOR OF HUMAN RESOURCES 50.00 1.00 X 113361 0 8146 1382154 0 62804 9 0 1 0 UNIDINE PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 2848891 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 CONTRACT THERAPY SOLUTIONS 2396776 SOUTHERN QUALITY CONSTRUCTION PO BOX 887 MUSTANG OK 730645541 CONSTRUCTION 1036437 NURSA INC PO BOX 122310 DALLAS TX 75312 CONTRACT NURSING 465888 HOGAN TAYLOR LLP PO BOX 1481 LOWELL AR 72745 AUDIT AND TAX SERVICES 269000 10 35742 35742 RESIDENTIAL SERVICES 623000 18542144 18542144 MEDICARE CENTER 623000 6891470 6891470 HEALTH CENTER 623000 4189388 4189388 DEMENTIA FACILITY 623000 2626060 2626060 OTHER PROGRAM REVENUE 623000 73945 73945 32323007 759644 759644 386120 386120 38660 0 38660 38660 38660 93156457 93157235 -778 -778 -778 DISTRIBUTION FROM LITI 623000 9124467 9124467 9124467 42666862 41447474 0 1183646 432063 432063 747683 661085 86598 13497108 11933853 1563255 95626 84550 11076 2212206 1955985 256221 132743 132743 225202 5699 219503 279968 279968 133832 133832 1904123 1253873 650250 480885 95568 385317 131482 35756 95726 366866 141625 225241 2260039 2201786 58253 135497 123446 12051 42474 28305 14169 4432702 3723298 709404 5314476 4463954 850522 2190537 563803 1626734 RESTRUCTING COSTS 3506565 3506565 FOOD AND FOOD SERVICE 1689712 1651402 38310 THERAPIES 1601748 1601748 PHARMACY, LAB AND XRAYS 653362 653362 1669667 1669667 44136566 33413571 10722995 0 2725 3199 19525893 1209139 2360833 2851377 9800 14394 539612 1576368 130677216 67909279 63946735 62767937 2632672 13967824 417379 441469 741235 741235 90176884 83572942 8477491 3844329 15577604 15282741 76455000 82419671 4000000 0 23261517 21034852 127771612 122581593 X -38100281 -39527713 505553 519062 -37594728 -39008651 90176884 83572942 -1469704 55781 0 X 0 1 X 1 0 X 770189 1807964 757041 39256 35742 3410192 25466365 27247887 29488520 30689314 32323007 145215093 26236554 29055851 30245561 30728570 32358749 148625285 0 0 0 148625285 636994 675262 932247 1224451 1184424 4653378 636994 675262 932247 1224451 1184424 4653378 9124467 9124467 26873548 29731113 31177808 31953021 42667640 162403130 0.91520 0.97020 0.02870 0.02980 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 0 2688010 2688010 85739040 39622887 46116153 34197720 22970162 11227558 6633979 5316230 1317749 1418467 1418467 62767937 REFUNDABLE ENTRANCE FEES 17758631 ACCRUED ENTRANCE FEE REFUNDS 3276221 21034852 38956002 55781 305819 361600 38594402 133832 3938628 4072460 42666862 40369925 305819 305819 40064106 133832 3938628 4072460 44136566 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY ADJUSTMENT 305,819. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESTRUCTURING COSTS 3,506,565. BENEVOLENT FUNDS 432,063. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTERCOMPANY ADJUSTMENT 305,819. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESTRUCTURING COSTS 3,506,565. BENEVOLENT FUNDS 432,063. 1 PAYMENT ASSISTANCE 8 432063 1 X X X X 0 0 0 0 0 0 0 1 0 RON KELLY PRESIDENT, CEO 281496 0 100 0 0 0 5688 0 5700 0 292984 0 0 0 DAWN M BROWN CHIEF OPERATING OFFICER 165290 0 100 0 0 0 3677 0 5700 0 174767 0 0 0 KATHY LOGSDON DIRECTOR OF SALES & MARKETING 116477 0 100 0 49067 0 3383 0 5700 0 174727 0 0 0 RITA CRAIG CHIEF FINANCIAL OFFICER 160533 0 0 0 0 0 0 0 5700 0 166233 0 0 0 JENNIFER CUSHMAN CHIEF NURSING OFFICER 142079 0 100 0 0 0 2936 0 5700 0 150815 0 0 0 PART I, LINE 7 COMMISSIONS WERE PAID ON SALES OF INDEPENDENT LIVING UNITS. A OFCA 731083741 67868NBJ7 2004-04-01 3500000 REFUNDING BONDS 0 0 0 B OFCA 731083741 67868NBL2 2005-04-01 4045000 REFUNDING BONDS 0 0 0 C OFCA 731083741 67868NBM0 2005-04-01 6150000 REFUNDING BONDS 0 0 0 D OFCA 731083741 67868NBN8 2005-04-01 2000000 REFUNDING BONDS 0 0 0 A 3500000 69729 3416736 1 0 1 1 B 4045000 80900 3966228 0 1 1 1 C 6150000 123000 6030235 0 1 1 1 D 2000000 40000 1961052 0 1 1 1 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 A 0 1 0 1 0 0 0 0 0 B 0 1 0 1 0 0 0 0 0 C 0 1 0 1 0 0 0 0 0 D 0 1 0 1 0 0 0 0 0 A 0 B 0 C 0 D 0 DATE REBATE COMPUTATION PERFORMED 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 A OFCA 731083741 67868NCC1 2012-12-19 10350000 REVENUE & REFUNDING BONDS 0 0 0 B OFCA 731083741 67868NCD9 2012-12-19 4985000 REVENUE & REFUNDING BONDS 0 0 0 C OFCA 731083741 67868NBY4 2012-12-19 10820000 REVENUE & REFUNDING BONDS 0 0 0 D OFCA 731083741 67868NBX6 2012-12-19 44442000 REVENUE & REFUNDING BONDS 0 0 0 A 10448573 168239 1 0 1 1 B 5054453 81835 1 0 1 1 C 10970749 176646 1 0 1 1 D 45038878 725197 1 0 1 1 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 A 0 1 0 1 0 0 0 0 0 B 0 1 0 1 0 0 0 0 0 C 0 1 0 1 0 0 0 0 0 D 0 1 0 1 0 0 0 0 0 A 0 B 0 C 0 D 0 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. EPWORTH LIVING 14901 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73134 462849151 NONPROFIT MANAGEMENT OK 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0