Civic Intelligence

Epworth Living Inc

EIN 46-2849151 • 501(c)3 • Oklahoma City, OK

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Profile

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.

14901 N Pennsylvania AvenueOklahoma City, OK 73134

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.79x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.21x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$292,984

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

3rd percentile

-51%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

9th percentile

-31%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$377,860

Down $828,462 (-69%) from 2023

Liabilities

Down

$299,321

Down $1,000,028 (-77%) from 2023

Net Assets

Up

$78,539

Up $171,566 (+184%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$1,452,566

Down $1,725,798 (-54%) from 2023

Expenses

Down

$2,188,353

Down $1,304,807 (-37%) from 2023

Net Income

Down

-$735,787

Down $420,991 (-134%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0MAssets 2014: $1,246,277Liabilities 2014: $1,116,237Net Assets 2014: $130,0402014Assets 2015: $1,183,503Liabilities 2015: $954,217Net Assets 2015: $229,2862015Assets 2016: $967,484Liabilities 2016: $2,502,341Net Assets 2016: -$1,534,8572016Assets 2017: $1,505,877Liabilities 2017: $635,759Net Assets 2017: $870,1182017Assets 2018: $1,528,686Liabilities 2018: $615,420Net Assets 2018: $913,2662018Assets 2019: $1,458,731Liabilities 2019: $1,141,607Net Assets 2019: $317,1242019Assets 2020: $3,549,305Liabilities 2020: $3,361,702Net Assets 2020: $187,6032020Assets 2021: $1,344,483Liabilities 2021: $1,161,528Net Assets 2021: $182,9552021Assets 2022: $1,567,495Liabilities 2022: $1,336,381Net Assets 2022: $231,1142022Assets 2023: $1,206,322Liabilities 2023: $1,299,349Net Assets 2023: -$93,0272023Assets 2024: $377,860Liabilities 2024: $299,321Net Assets 2024: $78,5392024

Highlighted filing

2024

Assets$377,860
Liabilities$299,321
Net Assets$78,539
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,064,742Expenses 2014: $2,934,702Net Income 2014: $130,0402014Revenue 2015: $3,225,810Expenses 2015: $3,107,245Net Income 2015: $118,5652015Revenue 2016: $3,385,377Expenses 2016: $5,149,520Net Income 2016: -$1,764,1432016Revenue 2017: $5,423,078Expenses 2017: $3,018,102Net Income 2017: $2,404,9762017Revenue 2018: $3,219,830Expenses 2018: $3,176,682Net Income 2018: $43,1482018Revenue 2019: $3,192,976Expenses 2019: $3,789,118Net Income 2019: -$596,1422019Revenue 2020: $2,942,431Expenses 2020: $3,071,952Net Income 2020: -$129,5212020Revenue 2021: $3,315,376Expenses 2021: $3,320,024Net Income 2021: -$4,6482021Revenue 2022: $3,055,140Expenses 2022: $3,006,981Net Income 2022: $48,1592022Revenue 2023: $3,178,364Expenses 2023: $3,493,160Net Income 2023: -$314,7962023Revenue 2024: $1,452,566Expenses 2024: $2,188,353Net Income 2024: -$735,7872024

Highlighted filing

2024

Revenue$1,452,566
Expenses$2,188,353
Net Income-$735,787
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$377,860
Liabilities
$299,321
Net assets
$78,539
Revenue
$1,452,566
Expenses
$2,188,353
Net income
-$735,787
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.30$0.08$1.45$2.19$0.74
2023Detailed filing. Detailed filing data is available for this year.$1.21$1.30$0.09$3.18$3.49$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.57$1.34$0.23$3.06$3.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.34$1.16$0.18$3.32$3.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.55$3.36$0.19$2.94$3.07$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.46$1.14$0.32$3.19$3.79$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.62$0.91$3.22$3.18$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.64$0.87$5.42$3.02$2.40
2016Detailed filing. Detailed filing data is available for this year.$0.97$2.50$1.53$3.39$5.15$1.76
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.95$0.23$3.23$3.11$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.25$1.12$0.13$3.06$2.93$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$1,452,566
Mission and Program Overview

Mission

To develop and provide premier wellness based campuses and communityoutreach

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$477,870$0▼ $477,870
Accounts Receivable$414,761$271,658▼ $143,103
Cash and Non-Interest-Bearing Accounts$301,194$106,202▼ $194,992
Intangible Assets$12,497$0▼ $12,497
Total Assets$1,206,322$377,860▼ $828,462
Liabilities
Other Liabilities$1,104,408$0▼ $1,104,408
Accounts Payable and Accrued Expenses$194,941$299,321▲ $104,380
Total Liabilities$1,299,349$299,321▼ $1,000,028
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-93,027$78,539▲ $171,566
Total Net Assets Fund Balance$-93,027$78,539▲ $171,566
Total Liabilities and Net Assets / Fund Balance$1,206,322$377,860▼ $828,462

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$417,002$2,991▲ $42,820$21,344$441,469
2023$382,057$11,993▲ $47,988$25,036$417,002
2022$492,743$6,790▼ $91,206$26,270$382,057
2021$479,112$12,344▲ $32,533$31,246$492,743
2020$428,524$3,321▲ $69,884$22,617$479,112
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave RatliffFormer Chief Financial Officer--$113,700$113,700
Catherine AllenDirector of Epworth at HomeFT$106,671$6,881$113,552

Board Members and Trustees

NameTitle
Dr Bob SpinksChairman
Christopher PapinPast Chairman
Ron KellyCEO/president
Scott G DavisVice Chairman
Blair SchoebBoard Member
Rita CraigChief Financial Officer
Dawn M BrownChief Operating Officer
Dean Luthey EsqSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$1,452,066
Investment Income
$0
Other Revenue
$0
All Other Contributions
$500
Change in Net Assets
$-735,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,410,325
Other Expenses$778,028
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,215,862--$1,215,862
Fees for Services Other$297,724--$297,724
Information Technology$105,422--$105,422
Pension Plan Contributions$104,991--$104,991
Other Employee Benefits$89,472--$89,472
Travel$20,103--$20,103
All Other Expenses$17,484--$17,484
Other Expenses$15,154--$15,154
Depreciation Depletion$12,497--$12,497
Office Expenses$6,130--$6,130
Advertising$5,548--$5,548
Occupancy$3,413--$3,413
Fees for Services Accounting-$2,600-$2,600
Conferences and Meetings$225--$225
Total Functional Expenses$2,185,753$2,600$0$2,188,353
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is presented to the cfo, ceo/president and finance committee of the board to review, then to the entire board for review.”

Form 990, Part VI, Section B, Line 12C

“All officers and directors are required to report, annually, any potential conflicts. These are reviewed by the board.”

Form 990, Part VI, Section C, Line 19

“Documents are available for review in the administrative offices upon request.”

Filing and Contact Details

Filer

Filer Name
Epworth Living Inc
EIN
46-2849151
Phone
4057521200
Address
14901 N PENNSYLVANIA AVENUE, OKLAHOMA CITY, OK 73134

Signing Officer

Name
Rita Craig
Title
Chief Financial Officer
Phone
4057493516
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Kelly
Formed
2012
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
5
Employees
513
Volunteers
9

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“In 2024, all of the assets for epworth living, inc. Were transferred to central oklahoma united methodist retirement facility, inc.. Therefore, epworth living, inc. Is no longer providing management services to the facility.”

Form 990, Part IX, Line 11G

“Contract services: program service expenses 68,169. Management and general expenses 0. Fundraising expenses 0. Total expenses 68,169. Contract therapy: program service expenses 229,555. Management and general expenses 0. Fundraising expenses 0. Total expenses 229,555.”

FORM 990, PART XI, LINE 9:

“Assets transferred to central oklahoma united methodist retirement facility inc. (ein 73-1292317) 907,353.”

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 590 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0907353
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt089472
IRS990/OtherEmployeeBenefitsGrp/TotalAmt089472
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2RENTALS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt0168812
IRS990/OtherExpensesGrp/ProgramServicesAmt187576
IRS990/OtherExpensesGrp/ProgramServicesAmt235340
IRS990/OtherExpensesGrp/ProgramServicesAmt315154
IRS990/OtherExpensesGrp/TotalAmt0168812
IRS990/OtherExpensesGrp/TotalAmt187576
IRS990/OtherExpensesGrp/TotalAmt235340
IRS990/OtherExpensesGrp/TotalAmt315154
IRS990/OtherLiabilitiesGrp/BOYAmt01104408
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01215862
IRS990/OtherSalariesAndWagesGrp/TotalAmt01215862
IRS990/PartialLiquidationInd01
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0104991
IRS990/PensionPlanContributionsGrp/TotalAmt0104991
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0477870
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RON KELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/Desc0HOME HEALTH SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1HOSPICE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2PRIVATE DUTY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0666395
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1584324
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2201347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0666395
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1584324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2201347
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0119
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt01766045
IRS990/PYOtherRevenueAmt03068
IRS990/PYProgramServiceRevenueAmt03175177
IRS990/PYRevenuesLessExpensesAmt0-314796
IRS990/PYSalariesCompEmpBnftPaidAmt01727115
IRS990/PYTotalExpensesAmt03493160
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03178364
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-735787
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01452566
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0119
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0135192
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0326326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01852
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0463989
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02893
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02893
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01452066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03175177
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02918144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02988028
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02813857
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt013347272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02893
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0175
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01804
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01022
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0126722
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0129723
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99050
IRS990ScheduleA/PublicSupportPY509Pct00.99150
IRS990ScheduleA/PublicSupportTotal509Amt013811261
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01452566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03175296
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03053336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03314354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02815709
IRS990ScheduleA/Total509Grp/TotalAmt013811261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01452566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03178364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03055140
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03315376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02942431
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013943877
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0417002
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02991
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0441469
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt042820
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt021344
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0382057
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011993
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0417002
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047988
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025036
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0492743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06790
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0382057
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-91206
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt026270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0479112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012344
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0492743
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt032533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt031246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0428524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03321
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0479112
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt069884
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt022617
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0281496
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1165290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2160533
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt13677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt15700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt25700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RON KELLY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAWN M BROWN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2RITA CRAIG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO/PRESIDENT

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