EPWORTH LIVING INC (EIN 462849151) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

RON KELLY

Phone

4057521200

Tax Period

2023-01-01 to 2023-12-31

EPWORTH LIVING INC, founded in 2012, is a community nonprofit in the Human Services sector that reported $3.2M in total revenue in fiscal year 2023.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $119

Program Service Revenue $3,175,177

Investment Income $0

Other Revenue $3,068

TOTAL REVENUE $3,178,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,727,115

Fundraising Expenses $0

Program Expenses $3,481,136

Other Expenses $1,766,045

TOTAL EXPENSES $3,493,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,178,364	$3,055,140	+0.0%
Expenses	$3,493,160	$3,006,981	+0.2%
Net Income	$-314,796	$48,159	-7.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

567

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$599,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR BOB SPINKS	CHAIRMAN	1.00	Director	$0	$0	$0
SCOTT G DAVIS	VICE CHAIRMAN	1.00	Director	$0	$0	$0
CHRISTOPHER PAPIN	PAST CHAIRMAN	1.00	Director	$0	$0	$0
DEAN LUTHEY ESQ	SECRETARY	1.00	Director	$0	$0	$0
REV TISH MALLOY	BOARD MEMBER	1.00	Director	$0	$0	$0
BLAIR SCHOEB	BOARD MEMBER	1.00	Director	$0	$0	$0
RON KELLY	CEO/PRESIDENT	1.00	Officer	$0	$11,410	$286,805
DAWN M BROWN	CHIEF OPERATING OFFICER	1.00	Officer	$0	$9,101	$162,267
DAVE RATLIFF	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$150,386
RAQUEL MARTINEZ	HOSPICE LPN	40.00	Highest	$114,835	$5,700	$120,535
CATHERINE ALLEN	DIRECTOR OF EPWORTH AT HOME	40.00	Highest	$102,053	$6,828	$108,881

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,178,364	$3,493,160	$1,206,322	$-314,796
2022	$3,055,140	$3,006,981	$1,567,495	$48,159
2021	$3,315,376	$3,320,024	$1,344,483	$-4,648
2020	$2,942,431	$3,071,952	$3,549,305	$-129,521
2019	$3,192,976	$3,789,118	$1,458,731	$-596,142
2018	$3,219,830	$3,176,682	$1,528,686	$43,148

EPWORTH LIVING INC