Skip to content
Nonprofiteer
← EPWORTH LIVING INC

Form 990 for tax year 2022

Filed by EPWORTH LIVING INC.

Totals

Total revenue
$3,055,140
Total expenses
$3,006,981
Contributions and grants received
$135,192
Grants paid
$0
Program service revenue
$2,918,144
Investment income
$0
Other revenue
$1,804
Total assets, end of year
$1,567,495
Total liabilities, end of year
$1,336,381
Net assets or fund balances, end of year
$231,114
Program services expenses (Part IX)
$3,003,681
Management and general expenses
$3,300
Fundraising expenses
$0
Program service expenses (Part III)
$3,003,681

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.

  • 1e · Government grants (contributions)

    $135,092

  • 1f · All other contributions, gifts and grants

    $100

  • 2a · Program service revenue: PROGRAM MANAGEMENT FEE

    total $1,131,836 · related or exempt $1,131,836

  • 2b · Program service revenue: HOSPICE SERVICES

    total $1,063,502 · related or exempt $1,063,502

  • 2c · Program service revenue: HOME HEALTH SERVICES

    total $666,732 · related or exempt $666,732

  • 2d · Program service revenue: PRIVATE DUTY SERVICES

    total $56,074 · related or exempt $56,074

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,804 · related or exempt $1,804

  • 11e · Other revenue, total

    $1,804

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $375,577 · program services $375,577

  • 8 · Pension plan contributions

    total $76,059 · program services $76,059

  • 10 · Payroll taxes

    total $951,015 · program services $951,015

  • 11c · Fees: accounting

    total $3,300 · management and general $3,300

  • 11g · Fees: other

    total $309,233 · program services $309,233

  • 12 · Advertising and promotion

    total $5,696 · program services $5,696

  • 13 · Office expenses

    total $8,391 · program services $8,391

  • 14 · Information technology

    total $67,413 · program services $67,413

  • 16 · Occupancy

    total $2,755 · program services $2,755

  • 17 · Travel

    total $16,307 · program services $16,307

  • 22 · Depreciation, depletion and amortization

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

  • 23 · Insurance

    total $807,281 · program services $807,281

  • 24a · Other expenses: RENTALS

    total $169,013 · program services $169,013

  • 24b · Other expenses: SUPPLIES

    total $71,630 · program services $71,630

  • 24c · Other expenses: PAYROLL PROCESSING SERV

    total $49,759 · program services $49,759

  • 24d · Other expenses: TRAINING

    total $12,564 · program services $12,564

  • 24e · All other expenses

    total $6,008 · program services $6,008

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $159,907 · end of year $131,578

  • 4 · Accounts receivable

    beginning of year $688,786 · end of year $811,927

  • 9 · Prepaid expenses and deferred charges

    beginning of year $333,333 · end of year $536,513

  • 14 · Intangible assets

    beginning of year $162,457 · end of year $87,477

  • 17 · Accounts payable and accrued expenses

    beginning of year $433,292 · end of year $639,210

  • 25 · Other liabilities

    beginning of year $728,236 · end of year $697,171

  • 27 · Net assets without donor restrictions

    beginning of year $182,955 · end of year $231,114

Mission and programs · 2022

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 $1,189,912 · Revenue $1,131,836

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

    Expenses $1,813,769 · Revenue $1,788,112

As filed on the 2022 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
    $273,647
    From this org
    $0
    From related orgs
    $262,634
    Other
    $11,013
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,534 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $5,602 related
    Nontaxable benefits
    $0 + $5,411 related
    Filer's total
    $0 + $273,647 related

  • Ken Bullock

    FORMER CHIEF FINANCIAL OFF

    Total calculated
    $39,379
    From this org
    $0
    From related orgs
    $38,574
    Other
    $805
    Hours/week
    1 + 40 related

  • Dawn M Brown

    CHIEF OPERATING OFFICER

    Total calculated
    $148,632
    From this org
    $0
    From related orgs
    $143,090
    Other
    $5,542
    Hours/week
    1 + 40 related

  • Dave Ratliff

    CHIEF FINANCIAL OFFICER

    Total calculated
    $167,684
    From this org
    $0
    From related orgs
    $167,684
    Other
    $0
    Hours/week
    1 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,684 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,684 related

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 $1,921,500 · assets $908,632

    Directly controlled by EPWORTH LIVING

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333199349308808

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.