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Nonprofiteer
← EPWORTH LIVING INC

Form 990 for tax year 2024

Filed by EPWORTH LIVING INC.

Totals

Total revenue
$1,452,566
Total expenses
$2,188,353
Contributions and grants received
$500
Grants paid
$0
Program service revenue
$1,452,066
Investment income
$0
Other revenue
$0
Total assets, end of year
$377,860
Total liabilities, end of year
$299,321
Net assets or fund balances, end of year
$78,539
Program services expenses (Part IX)
$2,185,753
Management and general expenses
$2,600
Fundraising expenses
$0
Program service expenses (Part III)
$2,185,753

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $500

  • 2a · Program service revenue: HOME HEALTH SERVICES

    total $666,395 · related or exempt $666,395

  • 2b · Program service revenue: HOSPICE SERVICES

    total $584,324 · related or exempt $584,324

  • 2c · Program service revenue: PRIVATE DUTY SERVICES

    total $201,347 · related or exempt $201,347

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,215,862 · program services $1,215,862

  • 8 · Pension plan contributions

    total $104,991 · program services $104,991

  • 9 · Other employee benefits

    total $89,472 · program services $89,472

  • 11c · Fees: accounting

    total $2,600 · management and general $2,600

  • 11g · Fees: other

    total $297,724 · program services $297,724

  • 12 · Advertising and promotion

    total $5,548 · program services $5,548

  • 13 · Office expenses

    total $6,130 · program services $6,130

  • 14 · Information technology

    total $105,422 · program services $105,422

  • 16 · Occupancy

    total $3,413 · program services $3,413

  • 17 · Travel

    total $20,103 · program services $20,103

  • 19 · Conferences, conventions and meetings

    total $225 · program services $225

  • 22 · Depreciation, depletion and amortization

    total $12,497 · program services $12,497

  • 24a · Other expenses: BAD DEBT

    total $168,812 · program services $168,812

  • 24b · Other expenses: SUPPLIES

    total $87,576 · program services $87,576

  • 24c · Other expenses: RENTALS

    total $35,340 · program services $35,340

  • 24d · Other expenses: TRAINING

    total $15,154 · program services $15,154

  • 24e · All other expenses

    total $17,484 · program services $17,484

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $301,194 · end of year $106,202

  • 4 · Accounts receivable

    beginning of year $414,761 · end of year $271,658

  • 9 · Prepaid expenses and deferred charges

    beginning of year $477,870 · end of year $0

  • 14 · Intangible assets

    beginning of year $12,497 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,941 · end of year $299,321

  • 25 · Other liabilities

    beginning of year $1,104,408 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$93,027 · end of year $78,539

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

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.

  • PROVIDING HOME HEALTH, PRIVATE DUTY AND HOSPICE CARE TO SENIORS THROUGH EPWORTH AT HOME, LLC, A HOME AND COMMUNITY BASED ENTITY.

    Expenses $2,185,753 · Revenue $1,452,566

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Bob Spinks

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Scott G Davis

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dean Luthey Esq

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Blair Schoeb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Christopher Papin

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ron Kelly

    CEO/PRESIDENT

    Total calculated
    $292,984
    From this org
    $0
    From related orgs
    $281,596
    Other
    $11,388
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,496 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $5,688 related
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $292,984 related
  • Dawn M Brown

    CHIEF OPERATING OFFICER

    Total calculated
    $174,767
    From this org
    $0
    From related orgs
    $165,390
    Other
    $9,377
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,290 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $3,677 related
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $174,767 related
  • Dave Ratliff

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $113,700
    From this org
    $0
    From related orgs
    $108,000
    Other
    $5,700
    Hours/week
    1 + 20 related
  • Rita Craig

    CHIEF FINANCIAL OFFICER

    Total calculated
    $166,233
    From this org
    $0
    From related orgs
    $160,533
    Other
    $5,700
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,533 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $166,233 related
  • Catherine Allen

    DIRECTOR OF EPWORTH AT HOME

    Total calculated
    $113,552
    From this org
    $106,671
    From related orgs
    $0
    Other
    $6,881
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • EPWORTH AT HOME LLC

    HOME HEALTH · OK · income $1,452,566 · assets $377,860

    Directly controlled by EPWORTH LIVING

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543189349305794

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