Civic Intelligence

Epworth Living Inc.

990 • Fiscal year 2014 • EIN 46-2849151

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 03, 2015

Organization ProfileN/A

View Organization Page

14901 N Pennsylvania AveOklahoma City, OK 73134

(405) 752-1200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.90x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

55th percentile

4.2%

Higher net margin than 55% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$221,022

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets89th percentile

Assets

$1,246,277

No earlier filing loaded for comparison.

Net Assets

$130,040

No earlier filing loaded for comparison.

Liabilities

$1,116,237

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin55th percentile

Revenue

$3,064,742

No earlier filing loaded for comparison.

Expenses

$2,934,702

No earlier filing loaded for comparison.

Net Income

$130,040

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$1,246,277
Liabilities$1,116,237
Net Assets$130,040
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,064,742
Expenses$2,934,702
Net Income$130,040
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 3, 2015
Return Version
2014v5.0
Gross Receipts
$3,064,742
Mission and Program Overview

Mission

To develop and provide premier wellness based campuses and communityoutreach

Provide management services to entities with the goal of promoting successful aging of seniors in the state of oklahoma.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$0$749,800▲ $749,800
Accounts Receivable$0$394,694▲ $394,694
Other Notes and Loans Receivable, Net$0$58,669▲ $58,669
Cash and Non-Interest-Bearing Accounts$0$33,490▲ $33,490
Prepaid Expenses and Deferred Charges$0$9,624▲ $9,624
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$0$1,246,277▲ $1,246,277
Other Assets Total$0$0→ $0
Liabilities
Unsecured Notes Loans Payable$0$949,791▲ $949,791
Accounts Payable and Accrued Expenses$0$166,446▲ $166,446
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$1,116,237▲ $1,116,237
Net Assets / Fund Balance
Unrestricted Net Assets$0$130,040▲ $130,040
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$0$130,040▲ $130,040
Total Liabilities and Net Assets / Fund Balance$0$1,246,277▲ $1,246,277

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$354,425$36,200▲ $12,241$15,750$382,951
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleOtherTotal
Tina BallardCFO$135,494$135,494

Board Members and Trustees

NameTitle
Nicholas Harroz IiiChairman
John HarnedCEO/president
Bob MedleyDirector
Charlie HullDirector
Chris PapinDirector
Dr Bob SpinksDirector
Ron BeerDirector
Lauren CantuCOO
Rev David ClewellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,544
Program Service Revenue
$3,063,198
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,544
Change in Net Assets
$130,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,366,967
Other Expenses$567,735
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,011,561--$2,011,561
Fees for Services Other$210,760--$210,760
Other Employee Benefits$185,128--$185,128
Payroll Taxes$140,414--$140,414
Travel$40,087--$40,087
Insurance$33,364--$33,364
Interest$33,124--$33,124
Pension Plan Contributions$29,864--$29,864
Information Technology$29,584--$29,584
Fees for Services Legal$28,524--$28,524
Fees for Services Accounting-$13,115-$13,115
Advertising$6,953--$6,953
All Other Expenses$5,381--$5,381
Office Expenses$5,380--$5,380
Occupancy$4,498--$4,498
Other Expenses$3,977--$3,977
Conferences and Meetings$57--$57
Total Functional Expenses$2,921,587$13,115$0$2,934,702
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B

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

Form 990, Part VI, Line 12C

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

Form 990, Part VI, 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
In Care Of
% TINA BALLARD
Phone
4057521200
Address
14901 N PENNSYLVANIA AVE, OKLAHOMA CITY, OK 73134

Signing Officer

Name
Tina Ballard
Title
CFO
Phone
4057521200
Signed
2015-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Ballard
Formed
2012
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Bkd Llp
Address
6120 S Yale 1400, Tulsa, OK 74136-4223
Preparer
Anne M Adams
Phone
9185842900
Supplemental Narrative

Financial Statement Notes

Schedule D, 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.”

Schedule D, Part X, Line 2

“The company has been recognized as exempt from income taxes under section 501 of the internal revenue code and a similar provision of state law. However, the company is subject to federal income tax on any unrelated business taxable income. The company files tax returns in the u.s. Federal jurisdiction. With a few exceptions, the company is no longer suject to u.s. Federal examinations by tax authorites for years before 2011.”

Raw XML AppendixShowing 400 of 594 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0166446
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt0394694
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE MANAGEMENT SERVICES TO ENTITIES WITH THE GOAL OF PROMOTING SUCCESSFUL AGING OF SENIORS IN THE STATE OF OKLAHOMA.
IRS990/AdvertisingGrp/ProgramServicesAmt06953
IRS990/AdvertisingGrp/TotalAmt06953
IRS990/AllOtherContributionsAmt01544
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05381
IRS990/AllOtherExpensesGrp/TotalAmt05381
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TINA BALLARD
IRS990/BooksInCareOfDetail/PhoneNum04057521200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014901 N PENNSYLVANIA AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073134
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt033490
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt057
IRS990/ConferencesMeetingsGrp/TotalAmt057
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01544
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0567735
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03063198
IRS990/CYRevenuesLessExpensesAmt0130040
IRS990/CYSalariesCompEmpBnftPaidAmt02366967
IRS990/CYTotalExpensesAmt02934702
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03064742
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDE MANAGEMENT SERVICES TO CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC DBA EPWORTH VILLA A CONTINUING CARE RETIREMENT FACILITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02629428
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013115
IRS990/FeesForServicesAccountingGrp/TotalAmt013115
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt028524
IRS990/FeesForServicesLegalGrp/TotalAmt028524
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0210760
IRS990/FeesForServicesOtherGrp/TotalAmt0210760
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt760.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt860.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt960.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt712712
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88611
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911324
IRS990/Form990PartVIISectionAGrp/PersonNm0NICHOLAS HARROZ III
IRS990/Form990PartVIISectionAGrp/PersonNm1REV DAVID CLEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2RON BEER
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLIE HULL
IRS990/Form990PartVIISectionAGrp/PersonNm4BOB MEDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS PAPIN
IRS990/Form990PartVIISectionAGrp/PersonNm6DR BOB SPINKS
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN HARNED
IRS990/Form990PartVIISectionAGrp/PersonNm8TINA BALLARD
IRS990/Form990PartVIISectionAGrp/PersonNm9LAUREN CANTU
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7208310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8126883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9154692
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt9COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02012
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03064742
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt029584
IRS990/InformationTechnologyGrp/TotalAmt029584
IRS990/InsuranceGrp/ProgramServicesAmt033364
IRS990/InsuranceGrp/TotalAmt033364
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt0749800
IRS990/InterestGrp/ProgramServicesAmt033124
IRS990/InterestGrp/TotalAmt033124
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DEVELOP AND PROVIDE PREMIER WELLNESS BASED CAMPUSES AND COMMUNITY OUTREACH
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0130040
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt04498
IRS990/OccupancyGrp/TotalAmt04498
IRS990/OfficeExpensesGrp/ProgramServicesAmt05380
IRS990/OfficeExpensesGrp/TotalAmt05380
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0185128
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0185128
IRS990/OtherExpensesGrp/Desc0RENTALS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt079270
IRS990/OtherExpensesGrp/ProgramServicesAmt167106
IRS990/OtherExpensesGrp/ProgramServicesAmt26555
IRS990/OtherExpensesGrp/ProgramServicesAmt33977
IRS990/OtherExpensesGrp/TotalAmt079270
IRS990/OtherExpensesGrp/TotalAmt167106
IRS990/OtherExpensesGrp/TotalAmt26555
IRS990/OtherExpensesGrp/TotalAmt33977
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02011561
IRS990/OtherSalariesAndWagesGrp/TotalAmt02011561
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt058669
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140414
IRS990/PayrollTaxesGrp/TotalAmt0140414
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029864
IRS990/PensionPlanContributionsGrp/TotalAmt029864
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09624
IRS990/PrincipalOfficerNm0TINA BALLARD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/BusinessCd3623000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1HOSPICE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2HOME HEALTH SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3PRIVATE DUTY SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01187959
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1913851
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2890733
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt370655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01187959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1913851
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2890733
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt370655
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE MANAGEMENT SERVICES TO EPWORTH AT HOME LLC, A HOME AND COMMUNITY BASED ENTITY FOCUSED ON PROVIDING HOME HEALTH, PRIVATE DUTY AND HOSPICE CARE TO SENIORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0204511
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01875239
IRS990/ProgSrvcAccomActy3Grp/Desc0ONGOING PLANNING FOR DEVELOPMENT OF WHITE WOODS RETIREMENT CAMPUS, CONTINUING CARE RETIREMENT FACILITY, IN STILLWATER OKLAHOMA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt087648
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0130040
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01187959
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01544
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03063198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03063198
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03064742
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03064742
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt03064742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03064742
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03064742
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.71000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-1
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0354425
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt036200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0382951
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04166
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012241
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt015750
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.04000
IRS990ScheduleD/RelatedOrgListSchRInd0true
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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE COMPANY HAS BEEN RECOGNIZED AS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, THE COMPANY IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE COMPANY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE COMPANY IS NO LONGER SUJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITES FOR YEARS BEFORE 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.25000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,246,277
Liabilities
$1,116,237
Net assets
$130,040
Revenue
$3,064,742
Expenses
$2,934,702
Net income
$130,040
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