Epworth Villa
Legal name: Central Oklahoma United Methodist Retirement Facility Inc
Nonprofit profile at a glance
- EIN
- 731292317
- IRS 990 coverage
- 2010–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024, Form 990-T 2022
- Location
- Oklahoma City, OK, USA
- Phone
- 4057521200
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Supportive Housing for Older Adults
- Affiliation
- Christianity
Reported finances
- Revenue
- $42,666,862
- Expenses
- $44,136,566
- Assets
- $83,572,942
- Liabilities
- $122,581,593
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- RON KELLY (PRESIDENT, CEO)
Highest reported compensation
- RON KELLY (PRESIDENT, CEO): $292,984 total reported compensation
- DAWN M BROWN (CHIEF OPERATING OFFICER): $174,767 total reported compensation
- KATHY LOGSDON (DIRECTOR OF SALES & MARKETING): $174,727 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Epworth Villa is dedicated to enhancing the lives of seniors. Our mission is to be a place where joy, purpose, and fulfillment thrive. We strive to create a premier, wellness-based campus and community outreach that supports this mission, ensuring our residents experience exceptional care, vibrant social connections, and a fulfilling lifestyle. Our dedicated team, from culinary and maintenance staff to healthcare professionals and administrators, is committed to providing the highest level of service and creating a truly enriching living experience. Two staff members in scrubs meet together.
What it reported doing in 2024
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 2024, $432,063 was expended for that purpose.
Operating model
- Revenue model
- Earned-program. 76% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 86
- Accountability: 95
- Sustainability: 35
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 78.7%; rating input score 79
- Program expense ratio: 75.7%; rating input score 76
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 90.9%; rating input score 91; 23rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -3.4%; rating input score 20; 20th percentile among comparable filings
- Total-asset coverage ratio: 1.89; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 1.47; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 3.3%; rating input score 66; 66th percentile among comparable filings
Growth
- Program expense growth: 2.8% per year; rating input score 100; 25th percentile among comparable filings
- Revenue growth: 3.8% per year; rating input score 100; 33rd percentile among comparable filings
- Asset growth: -0% per year; rating input score 0; 10th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 78.7% of revenue deployed · 75.7% of spending went to programs
- Governance: 10 of 11 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $33.4M in reported program spending
- Leadership: top reported pay $293K · 20 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $7M reported
- Consistency: 37 of 37 current checks pass
- Schedules: 7 filed schedules · includes grants and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 9 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 20/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 2/100.