Central Oklahoma United Methodist Retirement Facility Inc
- Assets
- $92.5m
- Revenue
- $26.9m
- Investments
- $556.4k
- Employees
- 0
- Location
- Oklahoma City, OK
- Founding
- 05/1987
- Data as of
- 12/2020
- EIN
- 73-1292317
Organization Overview
Central Oklahoma United Methodist Retirement Facility Inc, operating under the name Epworth Villa, is located in Oklahoma City, OK. The organization was established in 1987. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Epworth Villa is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Epworth Villa generated $26.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.0%) each year. All expenses for the organization totaled $29.2m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING A HOME WHERE ELDERS CAN AGE WITH DIGNITY AND CONTINUE TO LIVE FULL LIVES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED SKILLED NURSING AND LONG TERM CARE TO AN AVERAGE OF OVER 65 PATIENTS/RESIDENTS PER DAY IN A BEAUTIFUL FACILITY CREATING AN ENVIRONMENT OF HEALING AND RECOVERY FOR SKILLED NURSING PATIENTS AND COMFORT TO LONG TERM CARE RESIDENTS. EPWORTH VILLA PROVIDES FUNDS TO RESIDENTS OF THE COMMUNITY WHO ARE UNABLE TO PAY FOR THEIR CARE. DURING 2021, $146,334 WAS EXPENDED FOR THAT PURPOSE.
PROVIDING ASSISTED LIVING AND ASSISTED LIVING MEMORY CARE TO RESIDENTS FROM INSIDE THE RETIREMENT COMMUNITY AND FROM OUTSIDE IN THE SURROUNDING COMMUNITY. PROVIDING DIGNITY AND SAFETY TO RESIDENTS ALLOWING RESIDENTS TO AGE WITH ASSISTANCE WITH THEIR DAILY LIVING ACTIVITIES AS NEEDED.
ONGOING ENGAGEMENT OF SENIORS IN INDEPENDENT LIVING, PROVIDING OPPORTUNITIES FOR RESIDENTS TO INTERACT, VOLUNTEER, ENCOURAGE PARTICIPATION IN WELLNESS, ENCOURAGEMENT OF SOCIAL INTERACTION AND DEVELOPMENT. OPPORTUNITIES FOR INVOLVEMENT ON THE CAMPUS AND IN THE COMMUNITY. PROVIDING THE ABILITY FOR RESIDENTS ENTERING THE COMMUNITY VIA INDEPENDENT LIVING A HOME FOR LIFE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ron Kelly Ceo/president | Officer | 40 | $306,812 |
Lauren Cantu Former Chief Operating Officer | Officer | 40 | $190,023 |
Ken Bullock Former Chief Financial Officer | Officer | 40 | $189,497 |
Kathy Logsdon Director Of Marketing | 40 | $162,579 | |
Phillip K Clark Sales Counselor | 40 | $122,347 | |
Dawn M Brown Chief Operating Officer | Officer | 40 | $119,449 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Unidine Corporation Dining Services | 12/30/21 | $1,617,109 |
Select Rehabilitation Inc Therapy | 12/30/21 | $1,326,286 |
Air Technologies Hvac Maintenance | 12/30/21 | $408,583 |
Southern Quality Construction Construction | 12/30/21 | $1,168,311 |
Coffey Complete Grounds Maintenance | 12/30/21 | $399,662 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $770,189 |
| Investment income | $240,053 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $251,880 |
| Net Rental Income | $145,061 |
| Net Gain/Loss on Asset Sales | $58,675 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $26,932,223 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $682,549 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,176,078 |
| Pension plan accruals and contributions | $70,904 |
| Other employee benefits | $1,634,624 |
| Payroll taxes | $0 |
| Fees for services: Management | $1,644,012 |
| Fees for services: Legal | $174,242 |
| Fees for services: Accounting | $83,487 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $46,104 |
| Fees for services: Other | $1,771,518 |
| Advertising and promotion | $425,903 |
| Office expenses | $80,658 |
| Information technology | $175,561 |
| Royalties | $0 |
| Occupancy | $1,626,599 |
| Travel | $17,124 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $22,179 |
| Interest | $4,111,049 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,482,590 |
| Insurance | $152,544 |
| All other expenses | $0 |
| Total functional expenses | $29,233,441 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,100 |
| Savings and temporary cash investments | $1,469,902 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,926,805 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $22,220 |
| Inventories for sale or use | $9,800 |
| Prepaid expenses and deferred charges | $209,197 |
| Investments—publicly traded securities | $13,631,405 |
| Investments—other securities | $556,401 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $741,235 |
| Total assets | $92,530,594 |
| Accounts payable and accrued expenses | $4,132,124 |
| Grants payable | $0 |
| Deferred revenue | $12,685,421 |
| Tax-exempt bond liabilities | $78,300,000 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $17,292,924 |
| Total liabilities | $112,410,469 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | -$19,879,875 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Central Oklahoma United Methodist Retirement Facility Inc has recieved totaling $49.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $49 |
Endowment Analysis
| Beg. Balance | $479,112 |
| Earnings | $32,533 |
| Net Contributions | $12,344 |
| Other Expense | $31,246 |
| Ending Balance | $492,743 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Presbyterian Manors Inc Wichita, KS | $184,544,453 | $111,573,289 |
Wind Crest Inc Highlands Ranch, CO | $994,750,892 | $101,821,214 |
John Knox Village Lees Summit, MO | $177,748,432 | $73,269,206 |
Friendship Village Of South County St Louis, MO | $305,494,367 | $44,131,100 |
Buckingham Senior Living Community Inc Houston, TX | $218,611,316 | $37,036,824 |
Bethesda Foundation Colorado Springs, CO | $104,909,820 | $43,407,177 |
Lakeview Village Inc Lenexa, KS | $137,708,063 | $49,070,478 |
Christian Care Center Inc Mesquite, TX | $74,221,740 | $38,224,104 |
Frasier Meadows Manor Inc Boulder, CO | $252,296,856 | $40,732,560 |
Friendship Village Of West County Chesterfield, MO | $195,171,509 | $29,494,334 |
Bph Holding Co Inc Houston, TX | $217,127,228 | $37,812,066 |
Morningside Ministries San Antonio, TX | $133,717,947 | $38,051,355 |