CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC

EIN: 731292317 501(c)(3) Human Services

OKLAHOMA CITY, OK

Total Revenue
$31,940,731
Total Expenses
$40,327,409
Total Assets
$90,176,884
Net Assets
$-37,594,728
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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
OK
Principal Officer
RON KELLY
Phone
4057521200
Tax Period
2023-01-01 to 2023-12-31

CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY INC, founded in 1987, is a mid-sized nonprofit in the Human Services sector that reported $31.9M in total revenue in fiscal year 2023. Expenses of $40.3M exceeded revenue, resulting in a 26% operating deficit.

Mission

TO DEVELOP AND PROVIDE PREMIER, WELLNESS-BASED CAMPUSES AND COMMUNITY OUTREACH.

Program Service Accomplishments

Program 1
Expenses: $11,648,367 Revenue: $11,903,320

PROVIDED SKILLED NURSING AND LONG TERM CARE TO AN AVERAGE OF OVER 68 PATIENTS/RESIDENTS PER DAY IN A BEAUTIFUL FACILITY CREATING AN ENVIRONMENT OF HEALING AND RECOVERY FOR SKILLED NURSING PATIENTS...

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PROVIDED SKILLED NURSING AND LONG TERM CARE TO AN AVERAGE OF OVER 68 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 2023, $235,464 WAS EXPENDED FOR THAT PURPOSE.

Program 2
Expenses: $8,161,700 Revenue: $7,831,557

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...

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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.

Program 3
Expenses: $12,271,334 Revenue: $10,954,437

ONGOING ENGAGEMENT OF SENIORS IN INDEPENDENT LIVING, PROVIDING OPPORTUNITIES FOR RESIDENTS TO INTERACT, VOLUNTEER, ENCOURAGE PARTICIPATION IN WELLNESS, ENCOURAGEMENT OF SOCIAL INTERACTION AND...

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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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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $39,256
Program Service Revenue $30,689,314
Investment Income $695,298
Other Revenue $516,863
TOTAL REVENUE $31,940,731

Expense Breakdown

Grants Paid $235,564
Salaries & Benefits $15,327,591
Fundraising Expenses $0
Program Expenses $32,081,401
Other Expenses $24,764,254
TOTAL EXPENSES $40,327,409

Year-over-Year Comparison

2023 2022 Change
Revenue $31,940,731 $31,109,840 +0.0%
Expenses $40,327,409 $35,984,542 +0.1%
Net Income $-8,386,678 $-4,874,702 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
11
Employees
N/A
Volunteers
70

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
7
$599,458
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT DAVIS CHAIRMAN 1.00
Officer Director
$0 $0 $0
DR STEVE FORD VICE CHAIRMAN 1.00
Officer Director
$0 $0 $0
RANDY COMPTON TREASURER 1.00
Officer Director
$0 $0 $0
DR BOB SPINKS SECRETARY 1.00
Officer Director
$0 $0 $0
BARBARA PERRY BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTOPHER PAPIN BOARD MEMBER 1.00
Director
$0 $0 $0
CRAIG KNUTSON BOARD MEMBER 1.00
Director
$0 $0 $0
JACOB JEAN BOARD MEMBER 1.00
Director
$0 $0 $0
REV TISH MALLOY BOARD MEMBER 1.00
Director
$0 $0 $0
REV VALERIE STEELE BOARD MEMBER 1.00
Director
$0 $0 $0
VICTORIA CALDWELL BOARD MEMBER 1.00
Director
$0 $0 $0
DR GLEN JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
RON KELLY PRESIDENT, CEO 50.00
Officer
$275,395 $11,410 $286,805
DAWN M BROWN CHIEF OPERATING OFFICER 50.00
Officer
$153,166 $9,101 $162,267
DAVID RATLIFF CHIEF FINANCIAL OFFICER 50.00
Officer
$150,386 $0 $150,386
BARBARA HARTER NURSING HOME ADMINISTRATOR 50.00
Highest
$118,221 $2,280 $120,501
JENNIFER CUSHMAN CHIEF NURSING OFFICER 50.00
Highest
$132,477 $8,437 $140,914
KATHY LOGSDON DIRECTOR OF SALES 50.00
Highest
$190,893 $9,591 $200,484
PHILLIP K CLARK SALES COUNSELOR 50.00
Highest
$136,136 $7,129 $143,265
FAITH FIELDS HR DIRECTOR 1.00
Highest
$109,492 $6,528 $116,020
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 $31,940,731 $40,327,409 $90,176,884 $-8,386,678
2022 $31,109,840 $35,984,542 $84,823,635 $-4,874,702
2021 $29,727,665 $31,959,978 $85,926,595 $-2,232,313
2020 $26,932,223 $29,233,441 $92,530,594 $-2,301,218
2019 $26,094,031 $27,919,498 $94,121,639 $-1,825,467
2018 $24,965,713 $27,081,700 $97,230,348 $-2,115,987
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