Skip to content
Nonprofiteer
← EPWORTH LIVING INC

Form 990 for tax year 2023

Filed by EPWORTH LIVING INC.

Totals

Total revenue
$3,178,364
Total expenses
$3,493,160
Contributions and grants received
$119
Grants paid
$0
Program service revenue
$3,175,177
Investment income
$0
Other revenue
$3,068
Total assets, end of year
$1,206,322
Total liabilities, end of year
$1,299,349
Net assets or fund balances, end of year
-$93,027
Program services expenses (Part IX)
$3,481,136
Management and general expenses
$12,024
Fundraising expenses
$0
Program service expenses (Part III)
$3,481,136

Program services were 99.7% 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

    $119

  • 2a · Program service revenue: PROGRAM MANAGEMENT FEE

    total $1,240,244 · related or exempt $1,240,244

  • 2b · Program service revenue: HOSPICE SERVICES

    total $921,495 · related or exempt $921,495

  • 2c · Program service revenue: HOME HEALTH SERVICES

    total $860,921 · related or exempt $860,921

  • 2d · Program service revenue: PRIVATE DUTY SERVICES

    total $152,517 · related or exempt $152,517

  • 6a · Gross rents

    real property $2,893

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,893

  • 6d · Net rental income or loss

    total $2,893 · related or exempt $2,893

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $175 · related or exempt $175

  • 11e · Other revenue, total

    $175

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $503,052 · program services $503,052

  • 8 · Pension plan contributions

    total $90,484 · program services $90,484

  • 10 · Payroll taxes

    total $1,133,579 · program services $1,133,579

  • 11c · Fees: accounting

    total $12,024 · management and general $12,024

  • 11g · Fees: other

    total $306,983 · program services $306,983

  • 12 · Advertising and promotion

    total $3,710 · program services $3,710

  • 13 · Office expenses

    total $4,499 · program services $4,499

  • 14 · Information technology

    total $65,068 · program services $65,068

  • 16 · Occupancy

    total $3,069 · program services $3,069

  • 17 · Travel

    total $19,002 · program services $19,002

  • 19 · Conferences, conventions and meetings

    total $188 · program services $188

  • 22 · Depreciation, depletion and amortization

    total $74,980 · program services $74,980

  • 23 · Insurance

    total $884,418 · program services $884,418

  • 24a · Other expenses: RENTALS

    total $163,976 · program services $163,976

  • 24b · Other expenses: SUPPLIES

    total $96,495 · program services $96,495

  • 24c · Other expenses: PAYROLL PROCESSING SERV

    total $59,127 · program services $59,127

  • 24d · Other expenses: TRAINING

    total $6,183 · program services $6,183

  • 24e · All other expenses

    total $66,323 · program services $66,323

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $131,578 · end of year $301,194

  • 4 · Accounts receivable

    beginning of year $811,927 · end of year $414,761

  • 9 · Prepaid expenses and deferred charges

    beginning of year $536,513 · end of year $477,870

  • 14 · Intangible assets

    beginning of year $87,477 · end of year $12,497

  • 17 · Accounts payable and accrued expenses

    beginning of year $639,210 · end of year $194,941

  • 25 · Other liabilities

    beginning of year $697,171 · end of year $1,104,408

  • 27 · Net assets without donor restrictions

    beginning of year $231,114 · end of year -$93,027

Mission and programs · 2023

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.

  • PROVIDE MANAGEMENT SERVICES TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC., DBA EPWORTH VILLA, A CONTINUING CARE RETIREMENT FACILITY.

    Expenses $1,315,315 · Revenue $1,240,244

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

    Expenses $2,165,821 · Revenue $1,935,108

As filed on the 2023 return.

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

  • Christopher Papin

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dean Luthey Esq

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rev Tish Malloy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Blair Schoeb

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ron Kelly

    CEO/PRESIDENT

    Total calculated
    $286,805
    From this org
    $0
    From related orgs
    $275,395
    Other
    $11,410
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,295 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $5,710 related
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $286,805 related

  • Dawn M Brown

    CHIEF OPERATING OFFICER

    Total calculated
    $162,267
    From this org
    $0
    From related orgs
    $153,166
    Other
    $9,101
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,066 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $3,401 related
    Nontaxable benefits
    $0 + $5,700 related
    Filer's total
    $0 + $162,267 related

  • Dave Ratliff

    CHIEF FINANCIAL OFFICER

    Total calculated
    $150,386
    From this org
    $0
    From related orgs
    $150,386
    Other
    $0
    Hours/week
    1 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,386 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $150,386 related

  • Raquel Martinez

    HOSPICE LPN

    Total calculated
    $120,535
    From this org
    $114,835
    From related orgs
    $0
    Other
    $5,700
    Hours/week
    40

  • Catherine Allen

    DIRECTOR OF EPWORTH AT HOME

    Total calculated
    $108,881
    From this org
    $102,053
    From related orgs
    $0
    Other
    $6,828
    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 $1,934,933 · assets $967,740

    Directly controlled by EPWORTH LIVING

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349320420

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.