Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Doing Business As
EPWORTH VILLA
 
Number and street (or P.O. box if mail is not delivered to street address)
14901 N PENNSYLVANIA AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK731346070
D Employer identification number

73-1292317
E Telephone number

G Gross receipts $ 79,195,019
F Name and address of principal officer:
TINA BALLARD
14901 N PENNSYLVANIA AVENUE
OKLAHOMA CITY,OK731346070
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EPWORTHVILLA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1986
M State of legal domicile: OK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE RETIREMENT FACILITIES AND TO OPERATE SUCH FACILITIES TO SATISFY THE HOUSING, HEALTH CARE AND RELATED NEEDS OF AGED OR RETIRED PERSONS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 383
6 Total number of volunteers (estimate if necessary) ............. 6 95
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 160,095 140,489
9 Program service revenue (Part VIII, line 2g) ......... 20,839,089 21,348,425
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 282,886 672,004
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 86,277 86,894
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 21,368,347 22,247,812
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,884,392 11,314,244
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 10,683,205 12,068,177
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 21,567,597 23,382,421
19 Revenue less expenses. Subtract line 18 from line 12....... -199,250 -1,134,609
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 132,396,355 126,848,502
21 Total liabilities (Part X, line 26)............. 138,061,997 132,924,158
22 Net assets or fund balances. Subtract line 21 from line 20..... -5,665,642 -6,075,656
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO PROVIDE RETIREMENT FACILITIES AND TO OPERATE SUCH FACILITIES TO SATISFY THE HOUSING, HEALTH CARE AND RELATED NEEDS OF AGED OR RETIRED PERSONS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,685,024 including grants of $   ) (Revenue $   )
A CONTINUING CARE RETIREMENT COMMUNITY, OFFERING A CONTINUUM OF CARE, INCLUDING 264 RESIDENTIAL LIVING UNITS 24 TRADITIONAL ASSISTED LIVING BEDS, 24 MEMORY CARE ASSISTED LIVING BEDS AND 87 SKILLED NURSING BEDS. CENTRAL OKLAHOMA UNITED METHODIST RETIREMENT FACILITY, INC. (DBA EPWORTH VILLA) WAS INCORPORATED IN 1986 AS AN OKLAHOMA NOT-FOR-PROFIT CORPORATION TO PROVIDE RESIDENT FIRST CARE - - A SUPERIOR QUALITY OF LIFE FOR OLDER OKLAHOMA ADULTS BY ANTICIPATING AND MEETING THEIR INDIVIDUAL PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS IN A CHRISTIAN ENVIRONMENT THAT ADDS A RICHNESS AND EXCITEMENT TO THE EXPERIENCE OF AGING. AS THE ONLY CARF-CCAC ACCREDITED AND EAGLE ACCREDITED CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN THE STATE OF OKLAHOMA, EPWORTH VILLA OFFERS APARTMENT AND COTTAGE-STYLE RESIDENCES, TRADITIONAL ASSISTED LIVING, SPECIALIZED MEMORY CARE ASSISTED LIVING AND SKILLED NURSING SERVICES, HOME HEALTH SERVICES AND HOSPICE SERVICES SERVING APPROXIMATELY 700 RESIDENTS AND PATIENTS IN 2013 WITH A WIDE RANGE OF SERVICES AND EDUCATIONAL AND SPIRITUAL OPPORTUNITIES, AND AREAS TO PRACTICE HOBBIES AND INTEREST ON A BEAUTIFUL 40-ACRE CAMPUS LOCATED IN NORTHERN OKLAHOMA CITY. THE COMMUNITY OFFERS BOTH FEE-FOR SERVICE CONTRACTS AND LIFE CARE CONTRACTS WHERE FEES DO NOT INCREASE SUBSTANTIALLY BASED ON THE LEVEL OF CARE PROVIDED. CHARITY CARE MULTIPLE RESIDENTS RECEIVED FINANCIAL BENEFIT FROM THE BENEVOLENT FUND IN 2013, TOTALING 161,843. COMMUNITY BENEFIT AND OUTREACH DURING 2013, IT BECAME APPARENT THAT EPWORTH VILLA EMPLOYEES AND RESIDENTS WERE INVOLVED IN MANY GOOD THINGS IN THE COMMUNITY, VOLUNTEERING, FUND RAISING, PROVIDING MEETING SPACES, ETC. BUT IT ALSO BECAME APPARENT THAT THERE WAS NO PLACE WHERE ALL OF THESE GOOD THINGS WERE TRACKED, AND THE THOUGHT WAS IF WE COULD PULL ALL OF THIS INFORMATION TOGETHER WE COULD CREATE EFFICIENCIES IN TRACKING, ALSO MAXIMIZE THE IMPACT OF OUR EFFORTS. THIS RESULTED IN THE FORMATION OF EPWORTH VILLA'S SOCIAL ACCOUNTABILITY COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO GATHER THE INFORMATION ABOUT THESE EFFORTS, TO PROVIDE AN ANNUAL CONSOLIDATED REPORTING. THE COMMITTEE IS CO-CHAIRED BY THE VICE PRESIDENT OF ADVANCEMENT (PHILANTHROPY, DEVELOPMENT, SALES AND MARKETING) AND THE VICE PRESIDENT OF HUMAN DEVELOPMENT AND ENGAGEMENT (F/K/A HUMAN RESOURCES). THE COMMITTEE HAS EMPLOYEES FROM THROUGHOUT THE CAMPUS AS REPRESENTATIVES TO PROVIDE A DIVERSE INPUT REPRESENTATION. EPWORTH VILLA'S MISSION STATEMENT AFFIRMS OUR ORGANIZATION'S COMMITMENT TO SUPPORT COMMUNITY-BASED PROGRAMS. WE PARTICIPATE IN OUTREACH ACTIVITIES TARGETED AT ALL ASPECTS OF HEALTHY AGING. RESIDENTS AND STAFF COLLABORATE TO INCREASE AWARENESS OF PROGRAMS AND SERVICES NOT ONLY FOR OUR FACILITY, BUT TO THE COMMUNITY AS A WHOLE. BY WORKING TOGETHER WE CAN IMPROVE THE HEALTH AND HAPPINESS OF ALL GENERATIONS. EPWORTH VILLA'S RESIDENTS ARE SEEN AND KNOWN IN OUR COMMUNITY. WE TAKE OWNERSHIP IN MAKING THIS THEIR 'NEW' HOME WHEN THEY MOVE HERE. FOR EXAMPLE, IF THEY HAVE A PASSION FOR VOLUNTEERING AT THEIR CHURCH - THEN WE WILL GIVE THEM THE OPTIONS TO MAKE THAT PASSION BE A SUCCESS. THE RESIDENTS PARTICIPATE A LOT IN EVENTS AND OUTINGS ON AND OFF CAMPUS. LISTED BELOW ARE EXAMPLES OF MANY VOLUNTEERISM AND ACTIVITIES THAT OCCUR AT EPWORTH VILLA. HERE ARE SOME EXAMPLES THAT THE RESIDENTS PARTICIPATE/ HAVE PARTICIPATED: OKLAHOMA CITY UNIVERSITY VESPERS SERVICES TOWN HALL LECTURE SERIES EDEN TRAINING ST. LUKE'S UMC SENIOR DAY QUAIL SPRINGS UMC ANNUAL BREAKFAST DAY HOST SITE FOR PEO LUNCHES. OK HISTORY AND WESTERN MUSEUM VOLUNTEERS OKLAHOMA FOOD BANK PARKINSON'S FOUNDATION, HOST SITE ALZHEIMER'S SUPPORT GROUP, HOST SITE STROKE SUPPORT GROUP, HOST SITE LESLIE POWELL FOUNDATION OLLIE, OSU CLASSES, HOST SITE AARP DRIVER SAFETY COURSES, HOST SITE VOTING SITE IMMUNIZATION COALITION OF OK OKLAHOMA CITY UNIVERSITY - ALUMNI ASSOCIATION QUAIL SPRINGS UMC CRAFT FAIRS PEN PAL RELATIONSHIPS WITH CHARLES HASKELL ELEMENTARY (3RD GRADERS) GRANDFRIENDS AT OSU/OKC (NEWBORN - 5 YEARS OLD) TRIP TO BENTONVILLE, AR TRIP TO DALLAS, BUSH MEMORIAL MUSEUM EDMOND COMMUNITY CENTER - BRIDGE PLAYERS (EVERY WEDNESDAY) BEING A PART OF A BETTER GROWING COMMUNITY OF OKLAHOMA CITY, EPWORTH VILLA STRIVES FOR EXCELLENCE INSIDE AND OUTSIDE THE GATES. OUR RESIDENTS DESERVE THE BEST SERVICE. YOU SAW THE LIST ABOVE HOW THE RESIDENTS ARE INVOLVED IN THE COMMUNITY, BUT WHAT ABOUT THE STAFF THAT SERVES THE RESIDENTS OF THE COMMUNITY? WE BELIEVE THAT IN ORDER TO STRIVE FOR EXCELLENCE, WE HAVE TO GO ABOVE AND BEYOND OUR 'JOB TITLE' AND BRING OUR INDIVIDUAL VOLUNTEERISM EXPERIENCE AND EXPERTISE INTO THE WORKPLACE. AN ARTICLE FROM HELPGUIDE.ORG STATES, "ONE OF THE BETTER-KNOWN BENEFITS OF VOLUNTEERING IS THE IMPACT ON THE COMMUNITY. UNPAID VOLUNTEERS ARE OFTEN THE GLUE THAT HOLDS A COMMUNITY TOGETHER. VOLUNTEERING ALLOWS YOU TO CONNECT TO YOUR COMMUNITY AND MAKE IT A BETTER PLACE. HOWEVER, VOLUNTEERING IS A TWO-WAY STREET, AND IT CAN BENEFIT YOU AND YOUR FAMILY AS MUCH AS THE CAUSE YOU CHOOSE TO HELP. DEDICATING YOUR TIME AS A VOLUNTEER HELPS YOU MAKE NEW FRIENDS, EXPAND YOUR NETWORK, AND BOOST YOUR SOCIAL SKILLS." WE ARE THRILLED TO SHARE THAT THE STAFF OF EPWORTH VILLA MAKES AN IMPACT ON THE RESIDENTS WE SERVE. WE WROTE DOWN A MAJORITY OF THE VOLUNTEERISM HOURS THAT THE STAFF OF EPWORTH VILLA SERVES IN THE COMMUNITY. CHURCH VOLUNTEERISM IN THE MINISTRIES: SUNDAY SCHOOL TEACHER JOE'S ADDICTION; A COFFEE HOUSE IN SOUTH OKC THAT REACHES OUT TO HOMELESS AND THE POOR SO THEY HAVE A PLACE TO COME AND FIND SAFETY. JUBILEE PARTNERS; AN INNER-CITY 501C3 REACHING OUT TO CHILDREN AND YOUTH WITH DIFFERENT PROGRAMS TO HELP THEM BE EDUCATED AND GROW IN THEIR FAITH. CHRISTMAS GRACE AT CHURCH OF THE SERVANT UMC COMMUNITY OUTREACH COMMITTEE AT UMC OF THE GOOD SHEPHERD CHURCH HOMELESS MINISTRY TREASURER OF THE EMANUEL SYNAGOGUE SISTERHOOD BOARD/ CHAIR MEMBERS IN VOLUNTEERISM: ARTHRITIS FOUNDATION, BOARD OF DIRECTORS OCCUPATIONAL THERAPY ADVISORY BOARD KINESIOLOGY DEPARTMENT ADVISORY BOARD OKLAHOMA CONFERENCE OLDER ADULT COUNCIL FINANCIAL CHAIR OF THE GOOD SHEPHERD CATHOLIC SCHOOL FOR AUTISTIC CHILDREN AND EXECUTIVE COMMITTEE MEMBER BOARD MEMBER OKLAHOMA CITY CHAPTER AMERICAN DIABETES ASSOCIATION - TOUR DE CURE BOARD MEMBER UNITED METHODIST ASSOCIATION ROTARY CLUB 29 DOWNTOWN OKLAHOMA CITY OTHER OKLAHOMA VOLUNTEERISMS: OKLAHOMA CITY RESCUE MISSION OKLAHOMA FOOD BANK EDMOND WOMEN'S CLUB SHOES FOR CHILDREN BELL RINGER FOR THE SALVATION ARMY COLLECTING AND MAKING BACKPACKS FOR HOMELESS CHILDREN AMERICAN CANCER SOCIETY CATTLE BARON'S BALL FACILITATOR LEADING AGE KANSAS LEADERSHIP ACADEMY FACILITATOR LEADING AGE OKLAHOMA LEADERSHIP ACADEMY COMMISSIONER - EAGLE COMMISSION CARF / CCAC - SURVEYOR SPEAKER - LEADING AGE KANSAS SPEAKER - UNITED METHODIST ASSOCIATION (2014) SPEAKER ON AGING SERVICES ISSUES BELOW ELABORATES MORE ON SOME OF THESE AREAS: THE AARP AND EPWORTH VILLA WORK TOGETHER AT LEAST TWICE A YEAR TO PROVIDE A SAFE DRIVING CLASS FOR SENIORS AT EPWORTH VILLA AS WELL AS IN THE SURROUNDING COMMUNITY. THIS COURSE BENEFITS OLDER ADULTS BY SHARPENING DRIVING SKILLS AND LOWERING INSURANCE COSTS. EMPLOYEES AND RESIDENTS OF EPWORTH VILLA JOIN FORCES IN THE ALZHEIMER'S MEMORY WALK. THIS IS AN EVENT IN WHICH WE PARTICIPATE ANNUALLY, AND WE TRULY BELIEVE IT BENEFITS ALZHEIMER'S RESEARCH IN A GREAT WAY. RESIDENTS AT EPWORTH VILLA AS WELL AS PEOPLE IN THE OUTSIDE COMMUNITY MAY ATTEND A MONTHLY ALZHEIMER'S SUPPORT GROUP. EPWORTH VILLA PROVIDES THE MEETING SPACE AND REFRESHMENTS FOR THIS GROUP. THESE MEETINGS HAVE BEEN TAKING PLACE SINCE 2008. ONE OF OUR RESIDENTS JUST RECEIVED THE VOLUNTEER OF THE YEAR AWARD FROM THE LOCAL CHAPTER OF THE ALZHEIMER'S ASSOCIATION FOR VOLUNTEER NEARLY 20 HOURS A WEEK. ADDITIONALLY, OUR LIFE ENRICHMENT COORDINATOR IN LONG-TERM CARE WAS AWARDED THE ELIZABETH MCGOWAN CAREGIVER LEGACY AWARD FOR 2013. THIS IS A NATIONWIDE AWARD AND ONLY RECOGNIZED ANNUALLY. EPWORTH VILLA ALSO SERVES AS A CLINICAL SITE FOR RN, LPN, AND CNA STUDENTS FROM THE OU MEDICAL CENTER (MEDICAL DOCTOR RESIDENTS), ROSE STATE COLLEGE, FRANCIS TUTTLE VOCATIONAL TECHNICAL SCHOOL, AND METRO TECHNOLOGY CENTER. THESE STUDENTS WORK IN CONJUNCTION WITH EPWORTH VILLA STAFF AND LEARN HOW TO EFFECTIVELY CARE FOR THE ELDERLY POPULATION IN A HEALTHCARE ENVIRONMENT. THIS PROGRAM RESPONDS TO THE COMMUNITY NEED FOR ADEQUATE TRAINING SITES FOR NURSING STUDENTS. EPWORTH VILLA ALSO SERVES AS A CLINICAL SITE FOR GERONTOLOGY STUDENTS FROM THE UNIVERSITY OF CENTRAL OKLAHOMA. OUR WELLNESS COORDINATOR WORKS WITH THE STUDENTS BY TEACHING, OBSERVING, AND EVALUATING. EPWORTH VILLA PROVIDES MEETING SPACES FREE OF CHARGE TO THE OUTSIDE NON- PROFIT COMMUNITY. GROUPS USING THESE SPACES INCLUDE, BUT ARE NOT LIMITED TO: GIRL SCOUT TROOPS, CHURCH GROUPS, UNITED METHODIST WOMEN'S GROUP. WE ALSO SERVE AS A POLLING PLACE FOR TWO VOTING PRECINCTS. MANY OF THE EMPLOYEES AT EPWORTH VILLA VOLUNTEER FOR VARIOUS ORGANIZATIONS INCLUDING THE EDMOND SENIOR CENTER, EDMOND
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet20,685,024
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
12
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
383
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletEPWORTH VILLA14901 N PENNSLYVANIA AVENUEOKLAHOMA CITYOK731346070 (405) 752-1200
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CHRIS PAPIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(2) DR GLEN JOHNSON........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(3) CHARLES HULL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(4) DR BOB SPINKS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(5) DR MARY ALLEN CAREY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(6) GENE R IMKE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(7) DELPHINE JEWELL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(8) ROBERT L BOB MEDLEY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(9) ROY D CHANDLER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(10) BARBARA PERRY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(11) JOHN HARNED........................................................................
PRESIDENT/CE
 60.00
.......................1.00 		    X       280,789 0 5,458
(12) LAUREN CANTU........................................................................
COO
 40.00
.......................   		    X       138,657 0 0
(13) BARBARA J BRANDENBURG........................................................................
SECRETARY
 1.00
.......................   		    X       0 0 0
(14) DR GLEE BERTRAM........................................................................
ASSISTANT SE
 1.00
.......................   		    X       0 0 0
(15) DR DAVID M CLEWELL........................................................................
TREASURER
 1.00
.......................   		    X       0 0 0
(16) NICHOLAS HARROZ III........................................................................
CHAIRMAN
 1.00
.......................   		    X       0 0 0
(17) JOSEPH HANEY........................................................................
VICE PRESIDE
 50.00
.......................   		        X   110,098 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LARA COBLE........................................................................
DIRECTOR OF
 40.00
.......................   		          X 108,007 0 0
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 637,551   5,458
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HORIZON     22,702,391
CUSTOM LAID FLOORING207 N MONOCOUPE TERRACEMUSTANGOK730645541 FLOORING 1,020,858
SUMMIT CARE6830 W 121ST STOVERLAND PARKKS66209 REHABILITATION 906,887
ACCORD CONSTRUCTION13776 N LINCOLN BLVDEDMONDOK73013 CONSTRUCTION 884,087
KENYON MORGAN ARCHITECTS1900 NW EXPY 840OKLAHOMA CITYOK73118 ARCHITECTURE 635,825
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		140,489
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 140,489
Program Service RevenueAmt Business Code
2a RESIDENTIAL SERVICES 900099 11,117,962 11,117,962    
b HEALTH CENTER 900099 4,782,601 4,782,601    
c MEDICARE SERVICES 900099 3,998,626 3,998,626    
d DEMENTIA FACILITY 900099 1,449,236 1,449,236    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 21,348,425
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 697,351     697,351
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 86,894     86,894
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 56,916,522 5,338
b Less: cost or other basis and sales expenses 56,947,207  
c Gain or (loss) -30,685 5,338
d Net gain or (loss)..........MediumBullet -25,347 -25,347    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 22,247,812 21,323,078   784,245
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 424,904   424,904  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 108,007   108,007  
7 Other salaries and wages 8,786,994 8,367,860 419,134  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 1,239,646 1,071,293 168,353  
10 Payroll taxes ........... 754,693 684,232 70,461  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 95,858 56,038 39,820  
c Accounting ........... 165,297   165,297  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........        
12 Advertising and promotion .... 263,449 142,174 121,275  
13 Office expenses ....... 111,599 4,984 106,615  
14 Information technology ...... 179,720   179,720  
15 Royalties ..        
16 Occupancy ........... 726,908 726,908    
17 Travel ............ 88,540 28,063 60,477  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 6,126   6,126  
20 Interest ........... 2,366,957 2,366,957    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 2,184,401 2,184,401    
23 Insurance .............. 354,578 177,289 177,289  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a THERAPIES 918,157 918,157    
b FOOD & FOOD SERVICE 900,625 889,582 11,043  
c BAD DEBT 557,148 557,148    
d PHARMACY, LAB & X-RAYS 429,579 429,579    
e All other expenses 2,719,235 2,080,359 638,876  
25 Total functional expenses. Add lines 1 through 24e 23,382,421 20,685,024 2,697,397 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 13,600 1 8,355
2 Savings and temporary cash investments ......... 248,239 2 4,075,964
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 2,201,017 4 1,132,613
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 1,775,859 7 2,021,112
8 Inventories for sale or use .............. 149,785 8 161,330
9 Prepaid expenses and deferred charges .......... 290,601 9 240,660
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 89,866,930
b Less: accumulated depreciation ..... 10b 24,194,803 32,022,305 10c 65,672,127
11 Investments—publicly traded securities .......... 86,993,387 11 15,816,723
12 Investments—other securities. See Part IV, line 11 ..... 5,353,974 12 34,923,209
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ............... 749,800 14 749,800
15 Other assets. See Part IV, line 11 ........... 2,597,788 15 2,046,609
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 132,396,355 16 126,848,502
Liabilities 17 Accounts payable and accrued expenses ......... 3,040,658 17 8,758,792
18 Grants payable .................   18  
19 Deferred revenue ................ 4,226,718 19 4,411,219
20 Tax-exempt bond liabilities ............. 110,465,000 20 94,195,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 20,329,621 25 25,559,147
26 Total liabilities. Add lines 17 through 25......... 138,061,997 26 132,924,158
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. -6,346,635 27 -6,536,795
28 Temporarily restricted net assets ........... 343,402 28 83,260
29 Permanently restricted net assets ........... 337,591 29 377,879
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... -5,665,642 33 -6,075,656
34 Total liabilities and net assets/fund balances ........ 132,396,355 34 126,848,502
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
22,247,812
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
23,382,421
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,134,609
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-5,665,642
5
Net unrealized gains (losses) on investments ...............
5
724,595
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-6,075,656
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 67,815 154,534 165,197 160,095 140,489 688,130
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 18,126,689 19,620,864 21,117,073 20,839,089 21,348,425 101,052,140
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 18,194,504 19,775,398 21,282,270 20,999,184 21,488,914 101,740,270
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...   108,825 122,537 100,808 50,000 382,170
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..   108,825 122,537 100,808 50,000 382,170
8 Public support (Subtract line 7c from line 6.) 101,358,100
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 18,194,504 19,775,398 21,282,270 20,999,184 21,488,914 101,740,270
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 221,486 373,409 476,848 485,912 784,245 2,341,900
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 221,486 373,409 476,848 485,912 784,245 2,341,900
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 18,415,990 20,148,807 21,759,118 21,485,096 22,273,159 104,082,170
14
Section C. Computation of Public Support Percentage
15
15
97.380 %
16
16
97.580 %
Section D. Computation of Investment Income Percentage
17
17
2.000 %
18
18
2.000 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC 		Employer identification number

73-1292317
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC 		Employer identification number

73-1292317
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC 		Employer identification number

73-1292317
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 305,703 297,264 321,784    
b Contributions ........ 20,715 1,209 14,667    
c Net investment earnings, gains, and losses 46,002 7,230 -39,187    
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ...... 354,426 305,703 297,264    
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   2,688,010 2,688,010
b Buildings ................   83,195,321 20,660,555 62,534,766
c Leasehold improvements ............        
d Equipment ................   3,983,599 3,534,248 449,351
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 65,672,127
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) - POOLED INVESTMENT FUND 		34,898,080 F

(B) A/R ON SPLIT INTEREST AGREEMENTS 		25,129 F







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 34,923,209
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
REFUNDABLE ENTRANCE FEES 22,907,551
ENTRANCE FEE DEPOSITS 1,723,879
PREMIUM ON BONDS OUTSTANDING 927,717






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 25,559,147
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 22,757,820
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 724,595
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -434,441
e Add lines 2a through 2d ..................... 2e 290,154
3 Subtract line 2e from line 1..................... 3 22,467,666
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b -219,854
c Add lines 4a and 4b....................... 4c -219,854
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 22,247,812
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 22,947,980
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 22,947,980
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 434,441
c Add lines 4a and 4b....................... 4c 434,441
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 23,382,421
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS EVALUATED COUMFR'S TAX POSITIONS AND CONCLUDED THAT THE ENTITY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE FASB'S GUIDANCE ON ACCOUNTING FOR UNCERTAIN INCOME TAXES.
SCHEDULE D, PAGE 4, PART XI, LINE 2D PRIOR PERIOD NET ASSETS ADJUSTMENT 0 AMORTIZATION INTEREST -434,441
SCHEDULE D, PAGE 4, PART XI, LINE 4B CHANGE IN TEMP. RESTRICTED ASSETS PER AUDITED FS -260,142 CHANGE IN PERM. RESTRICTED ASSETS PER AUDITED FS 40,288
SCHEDULE D, PAGE 4, PART XII, LINE 4B AMORTIZATION INTEREST 434,441
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)JOHN HARNEDPRESIDENT/CEO (i)
(ii)		 229,039
  		51,750
  		 
  		5,458
  		 
  		286,247
  		 
 
(2)LARA COBLEDIRECTOR OF SALES (i)
(ii)		 108,007
  		 
  		 
  		 
  		 
  		108,007
  		 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number
73-1292317
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A OCFA 500 2005 REVENUE BONDS
  		73-1186843 67868NBK4 04-01-2005 1,265,000 REFUNDING BONDS   X   X   X
B OCFA 570 2005 REVENUE BONDS
  		73-1186843 67868NBL2 04-01-2005 4,045,000 REFUNDING BONDS   X   X   X
C OCFA 500 2004 REVENUE BONDS
  		73-1186843 67868NBJ7 04-01-2004 3,500,000 REFUNDING BONDS   X   X   X
D OCFA 588 2005 REVENUE BONDS
  		73-1186843 67868NBM0 04-01-2005 6,150,000 REFUNDING BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 715,000     715,000
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 1,265,000 4,045,000 3,500,000 6,150,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 25,300 80,900 69,729 123,000
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . .        
10 Capital expenditures from proceeds . . . . . . . . . . . 1,240,365 3,966,228 3,416,736 6,030,235
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . .        
13 Year of substantial completion . . . . . . . . . . . . 2005 2005 2004 2005
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . . X   X     X X  
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . .        
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X   X   X   X
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X   X   X   X
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X   X
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?                
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) MEDLEYTURRENTINE & ASSOCIATES
  		FAMILY MEMBER 484,261 INSURANCE PREMIUM   No
(2) BANCFIRST
  		BOARD MEMBER 52,187 BANK/TRUSTEE FEES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Return Reference Explanation
FORM 990, PAGE 2, PART III, LINE 4A IN THE STATE OF OKLAHOMA, EPWORTH VILLA OFFERS APARTMENT AND COTTAGE-STYLE RESIDENCES, TRADITIONAL ASSISTED LIVING, SPECIALIZED MEMORY CARE ASSISTED LIVING AND SKILLED NURSING SERVICES, HOME HEALTH SERVICES AND HOSPICE SERVICES SERVING APPROXIMATELY 700 RESIDENTS AND PATIENTS IN 2013 WITH A WIDE RANGE OF SERVICES AND EDUCATIONAL AND SPIRITUAL OPPORTUNITIES, AND AREAS TO PRACTICE HOBBIES AND INTEREST ON A BEAUTIFUL 40-ACRE CAMPUS LOCATED IN NORTHERN OKLAHOMA CITY. THE COMMUNITY OFFERS BOTH FEE-FOR SERVICE CONTRACTS AND LIFE CARE CONTRACTS WHERE FEES DO NOT INCREASE SUBSTANTIALLY BASED ON THE LEVEL OF CARE PROVIDED. CHARITY CARE MULTIPLE RESIDENTS RECEIVED FINANCIAL BENEFIT FROM THE BENEVOLENT FUND IN 2013, TOTALING 161,843. COMMUNITY BENEFIT AND OUTREACH DURING 2013, IT BECAME APPARENT THAT EPWORTH VILLA EMPLOYEES AND RESIDENTS WERE INVOLVED IN MANY GOOD THINGS IN THE COMMUNITY, VOLUNTEERING, FUND RAISING, PROVIDING MEETING SPACES, ETC. BUT IT ALSO BECAME APPARENT THAT THERE WAS NO PLACE WHERE ALL OF THESE GOOD THINGS WERE TRACKED, AND THE THOUGHT WAS IF WE COULD PULL ALL OF THIS INFORMATION TOGETHER WE COULD CREATE EFFICIENCIES IN TRACKING, ALSO MAXIMIZE THE IMPACT OF OUR EFFORTS. THIS RESULTED IN THE FORMATION OF EPWORTH VILLA'S SOCIAL ACCOUNTABILITY COMMITTEE. THE PURPOSE OF THE COMMITTEE IS TO GATHER THE INFORMATION ABOUT THESE EFFORTS, TO PROVIDE AN ANNUAL CONSOLIDATED REPORTING. THE COMMITTEE IS CO-CHAIRED BY THE VICE PRESIDENT OF ADVANCEMENT (PHILANTHROPY, DEVELOPMENT, SALES AND MARKETING) AND THE VICE PRESIDENT OF HUMAN DEVELOPMENT AND ENGAGEMENT (F/K/A HUMAN RESOURCES). THE COMMITTEE HAS EMPLOYEES FROM THROUGHOUT THE CAMPUS AS REPRESENTATIVES TO PROVIDE A DIVERSE INPUT REPRESENTATION. EPWORTH VILLA'S MISSION STATEMENT AFFIRMS OUR ORGANIZATION'S COMMITMENT TO SUPPORT COMMUNITY-BASED PROGRAMS. WE PARTICIPATE IN OUTREACH ACTIVITIES TARGETED AT ALL ASPECTS OF HEALTHY AGING. RESIDENTS AND STAFF COLLABORATE TO INCREASE AWARENESS OF PROGRAMS AND SERVICES NOT ONLY FOR OUR FACILITY, BUT TO THE COMMUNITY AS A WHOLE. BY WORKING TOGETHER WE CAN IMPROVE THE HEALTH AND HAPPINESS OF ALL GENERATIONS. EPWORTH VILLA'S RESIDENTS ARE SEEN AND KNOWN IN OUR COMMUNITY. WE TAKE OWNERSHIP IN MAKING THIS THEIR 'NEW' HOME WHEN THEY MOVE HERE. FOR EXAMPLE, IF THEY HAVE A PASSION FOR VOLUNTEERING AT THEIR CHURCH - THEN WE WILL GIVE THEM THE OPTIONS TO MAKE THAT PASSION BE A SUCCESS. THE RESIDENTS PARTICIPATE A LOT IN EVENTS AND OUTINGS ON AND OFF CAMPUS. LISTED BELOW ARE EXAMPLES OF MANY VOLUNTEERISM AND ACTIVITIES THAT OCCUR AT EPWORTH VILLA. HERE ARE SOME EXAMPLES THAT THE RESIDENTS PARTICIPATE/ HAVE PARTICIPATED: OKLAHOMA CITY UNIVERSITY VESPERS SERVICES TOWN HALL LECTURE SERIES EDEN TRAINING ST. LUKE'S UMC SENIOR DAY QUAIL SPRINGS UMC ANNUAL BREAKFAST DAY HOST SITE FOR PEO LUNCHES. OK HISTORY AND WESTERN MUSEUM VOLUNTEERS OKLAHOMA FOOD BANK PARKINSON'S FOUNDATION, HOST SITE ALZHEIMER'S SUPPORT GROUP, HOST SITE STROKE SUPPORT GROUP, HOST SITE LESLIE POWELL FOUNDATION OLLIE, OSU CLASSES, HOST SITE AARP DRIVER SAFETY COURSES, HOST SITE VOTING SITE IMMUNIZATION COALITION OF OK OKLAHOMA CITY UNIVERSITY - ALUMNI ASSOCIATION QUAIL SPRINGS UMC CRAFT FAIRS PEN PAL RELATIONSHIPS WITH CHARLES HASKELL ELEMENTARY (3RD GRADERS) GRANDFRIENDS AT OSU/OKC (NEWBORN - 5 YEARS OLD) TRIP TO BENTONVILLE, AR TRIP TO DALLAS, BUSH MEMORIAL MUSEUM EDMOND COMMUNITY CENTER - BRIDGE PLAYERS (EVERY WEDNESDAY) BEING A PART OF A BETTER GROWING COMMUNITY OF OKLAHOMA CITY, EPWORTH VILLA STRIVES FOR EXCELLENCE INSIDE AND OUTSIDE THE GATES. OUR RESIDENTS DESERVE THE BEST SERVICE. YOU SAW THE LIST ABOVE HOW THE RESIDENTS ARE INVOLVED IN THE COMMUNITY, BUT WHAT ABOUT THE STAFF THAT SERVES THE RESIDENTS OF THE COMMUNITY? WE BELIEVE THAT IN ORDER TO STRIVE FOR EXCELLENCE, WE HAVE TO GO ABOVE AND BEYOND OUR 'JOB TITLE' AND BRING OUR INDIVIDUAL VOLUNTEERISM EXPERIENCE AND EXPERTISE INTO THE WORKPLACE. AN ARTICLE FROM HELPGUIDE.ORG STATES, "ONE OF THE BETTER-KNOWN BENEFITS OF VOLUNTEERING IS THE IMPACT ON THE COMMUNITY. UNPAID VOLUNTEERS ARE OFTEN THE GLUE THAT HOLDS A COMMUNITY TOGETHER. VOLUNTEERING ALLOWS YOU TO CONNECT TO YOUR COMMUNITY AND MAKE IT A BETTER PLACE. HOWEVER, VOLUNTEERING IS A TWO-WAY STREET, AND IT CAN BENEFIT YOU AND YOUR FAMILY AS MUCH AS THE CAUSE YOU CHOOSE TO HELP. DEDICATING YOUR TIME AS A VOLUNTEER HELPS YOU MAKE NEW FRIENDS, EXPAND YOUR NETWORK, AND BOOST YOUR SOCIAL SKILLS." WE ARE THRILLED TO SHARE THAT THE STAFF OF EPWORTH VILLA MAKES AN IMPACT ON THE RESIDENTS WE SERVE. WE WROTE DOWN A MAJORITY OF THE VOLUNTEERISM HOURS THAT THE STAFF OF EPWORTH VILLA SERVES IN THE COMMUNITY. CHURCH VOLUNTEERISM IN THE MINISTRIES: SUNDAY SCHOOL TEACHER JOE'S ADDICTION; A COFFEE HOUSE IN SOUTH OKC THAT REACHES OUT TO HOMELESS AND THE POOR SO THEY HAVE A PLACE TO COME AND FIND SAFETY. JUBILEE PARTNERS; AN INNER-CITY 501C3 REACHING OUT TO CHILDREN AND YOUTH WITH DIFFERENT PROGRAMS TO HELP THEM BE EDUCATED AND GROW IN THEIR FAITH. CHRISTMAS GRACE AT CHURCH OF THE SERVANT UMC COMMUNITY OUTREACH COMMITTEE AT UMC OF THE GOOD SHEPHERD CHURCH HOMELESS MINISTRY TREASURER OF THE EMANUEL SYNAGOGUE SISTERHOOD BOARD/ CHAIR MEMBERS IN VOLUNTEERISM: ARTHRITIS FOUNDATION, BOARD OF DIRECTORS OCCUPATIONAL THERAPY ADVISORY BOARD KINESIOLOGY DEPARTMENT ADVISORY BOARD OKLAHOMA CONFERENCE OLDER ADULT COUNCIL FINANCIAL CHAIR OF THE GOOD SHEPHERD CATHOLIC SCHOOL FOR AUTISTIC CHILDREN AND EXECUTIVE COMMITTEE MEMBER BOARD MEMBER OKLAHOMA CITY CHAPTER AMERICAN DIABETES ASSOCIATION - TOUR DE CURE BOARD MEMBER UNITED METHODIST ASSOCIATION ROTARY CLUB 29 DOWNTOWN OKLAHOMA CITY OTHER OKLAHOMA VOLUNTEERISMS: OKLAHOMA CITY RESCUE MISSION OKLAHOMA FOOD BANK EDMOND WOMEN'S CLUB SHOES FOR CHILDREN BELL RINGER FOR THE SALVATION ARMY COLLECTING AND MAKING BACKPACKS FOR HOMELESS CHILDREN AMERICAN CANCER SOCIETY CATTLE BARON'S BALL FACILITATOR LEADING AGE KANSAS LEADERSHIP ACADEMY FACILITATOR LEADING AGE OKLAHOMA LEADERSHIP ACADEMY COMMISSIONER - EAGLE COMMISSION CARF / CCAC - SURVEYOR SPEAKER - LEADING AGE KANSAS SPEAKER - UNITED METHODIST ASSOCIATION (2014) SPEAKER ON AGING SERVICES ISSUES BELOW ELABORATES MORE ON SOME OF THESE AREAS: THE AARP AND EPWORTH VILLA WORK TOGETHER AT LEAST TWICE A YEAR TO PROVIDE A SAFE DRIVING CLASS FOR SENIORS AT EPWORTH VILLA AS WELL AS IN THE SURROUNDING COMMUNITY. THIS COURSE BENEFITS OLDER ADULTS BY SHARPENING DRIVING SKILLS AND LOWERING INSURANCE COSTS. EMPLOYEES AND RESIDENTS OF EPWORTH VILLA JOIN FORCES IN THE ALZHEIMER'S MEMORY WALK. THIS IS AN EVENT IN WHICH WE PARTICIPATE ANNUALLY, AND WE TRULY BELIEVE IT BENEFITS ALZHEIMER'S RESEARCH IN A GREAT WAY. RESIDENTS AT EPWORTH VILLA AS WELL AS PEOPLE IN THE OUTSIDE COMMUNITY MAY ATTEND A MONTHLY ALZHEIMER'S SUPPORT GROUP. EPWORTH VILLA PROVIDES THE MEETING SPACE AND REFRESHMENTS FOR THIS GROUP. THESE MEETINGS HAVE BEEN TAKING PLACE SINCE 2008. ONE OF OUR RESIDENTS JUST RECEIVED THE VOLUNTEER OF THE YEAR AWARD FROM THE LOCAL CHAPTER OF THE ALZHEIMER'S ASSOCIATION FOR VOLUNTEER NEARLY 20 HOURS A WEEK. ADDITIONALLY, OUR LIFE ENRICHMENT COORDINATOR IN LONG-TERM CARE WAS AWARDED THE ELIZABETH MCGOWAN CAREGIVER LEGACY AWARD FOR 2013. THIS IS A NATIONWIDE AWARD AND ONLY RECOGNIZED ANNUALLY. EPWORTH VILLA ALSO SERVES AS A CLINICAL SITE FOR RN, LPN, AND CNA STUDENTS FROM THE OU MEDICAL CENTER (MEDICAL DOCTOR RESIDENTS), ROSE STATE COLLEGE, FRANCIS TUTTLE VOCATIONAL TECHNICAL SCHOOL, AND METRO TECHNOLOGY CENTER. THESE STUDENTS WORK IN CONJUNCTION WITH EPWORTH VILLA STAFF AND LEARN HOW TO EFFECTIVELY CARE FOR THE ELDERLY POPULATION IN A HEALTHCARE ENVIRONMENT. THIS PROGRAM RESPONDS TO THE COMMUNITY NEED FOR ADEQUATE TRAINING SITES FOR NURSING STUDENTS. EPWORTH VILLA ALSO SERVES AS A CLINICAL SITE FOR GERONTOLOGY STUDENTS FROM THE UNIVERSITY OF CENTRAL OKLAHOMA. OUR WELLNESS COORDINATOR WORKS WITH THE STUDENTS BY TEACHING, OBSERVING, AND EVALUATING. EPWORTH VILLA PROVIDES MEETING SPACES FREE OF CHARGE TO THE OUTSIDE NON- PROFIT COMMUNITY. GROUPS USING THESE SPACES INCLUDE, BUT ARE NOT LIMITED TO: GIRL SCOUT TROOPS, CHURCH GROUPS, UNITED METHODIST WOMEN'S GROUP. WE ALSO SERVE AS A POLLING PLACE FOR TWO VOTING PRECINCTS. MANY OF THE EMPLOYEES AT EPWORTH VILLA VOLUNTEER FOR VARIOUS ORGANIZATIONS INCLUDING THE EDMOND SENIOR CENTER, EDMOND WOMEN'S CLUB, OKLAHOMA CITY ROTARY CLUB, OKLAHOMA CITY ARTS COUNCIL, OKLAHOMA GERONTOLOGICAL NURSING ASSOCIATION, INTERNATIONAL FACILITY MANAGEMENT ASSOCIATION, OKLAHOMA ALLIANCE ON AGING, GIRL SCOUTS OF OKLAHOMA, GOOD SHEPHERD CATHOLIC SCHOOL FOR AUTISTIC CHILDREN, LEADINGAGE OKLAHOMA, AND THE DIABETES ASSOCIATION. THE EPWORTH VILLA VOLUNTEER PROGRAM WAS ESTABLISHED IN 2003. RESIDENT VOLUNTEERS SPEND MANY HOURS DONATING THEIR TIME IN THE ORGANIZATION AS WELL AS IN THE OUTSIDE COMMUNITY. MANY OF OUR VOLUNTEERS ENJOY MENTORING AND TUTORING CHILDREN THROUGH THE WHIZ KIDS PROGRAM, SERVING AS A DOCENT AT THE COWBOY AND WESTERN HERITAGE MUSEUM, PERFORMING CLERICAL WORK IN CHURCH OFFICES, VOLUNTEERING AT LOCAL HOSPIT
FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED BY THE CFO AND THE EXECUTIVE COMMITTEE OF THE BOARD, PRESENTED TO THE BOARD, AND MADE AVAILABLE ON A SECURE WEBSITE.
FORM 990, PAGE 6, PART VI, LINE 12C THE GOVERNANCE AND DEVELOPMENT COMMITTEE ANNUALLY REVIEWS THAT ALL BOARD MEMBERS AND KEY EMPLOYEES HAVE COMPLETED A CONFLICT OF INTEREST FORM AND A SUMMARY REPORT IS PRESENTED TO THE BOARD OF ANY DISCLOSURES.
FORM 990, PAGE 6, PART VI, LINE 15A THE CEO COMPENSATION COMMITTEE MEETS AT LEAST ANNUALLY TO PREPARE THE CEO'S EMPLOYMENT CONTRACT. THE COMMITTEE UTILIZES OUTSIDE LEGAL COUNSEL AND AT LEAST ONE EXTERNAL COMPARATIVE COMPENSATION SURVEY IN PREPARING THE CEO'S EMPLOYMENT CONTRACT.
FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 24E EQUIPMENT RENTAL & MAINT. 301,635 75,539 0 WORKERS COMP 295,161 12,870 0 CONTRACT LABOR 220,733 84,811 0 MEDICAL SUPPLIES 292,990 0 0 LICENSE FEE 213,327 6,972 0 BANK CHARGES 0 169,114 0 EXPENDABLE GOODS 123,840 34,738 0 MEDICAL DIRECTOR FEE 105,060 0 0 MISC. EXPENSE 69,805 12,589 0 CABLE TELEVISION 80,407 0 0 RECRUITING EXPENSE 0 73,286 0 TRAINING 57,636 13,235 0 DUES & SUBSCRIPTIONS 15,846 46,255 0 UNIFORM 44,768 2,232 0 VEHICLE 46,772 0 0 EMPLOYEE PROGRAM 6,815 37,947 0 LINENS & DISHWARE 40,409 0 0 DURABLE GOODS 22,733 17,114 0 CLEANING 38,155 0 0 COMMUNICATIONS 25,677 8,671 0 TELEPHONE SERVICE 3,564 19,845 0 ACTIVITIES 23,185 0 0 CHEMICAL 18,481 0 0 MEDICAL WASTE 15,457 0 0 SECURITY 9,471 0 0 SPECIAL EVENTS 0 8,338 0 SOFTWARE MAINTENANCE 0 6,385 0 CONSULTING 5,836 0 0 VOLUNTEER PROGRAM 39 5,569 0 ENTERTAINMENT/PROMOTION 0 3,366 0 FLOWERS & DECORATIONS 1,573 0 0 POSTAGE 788 0 0 COPIER SUPPLIES 100 0 0 TREE OF LOVE 96 0 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
CENTRAL OKLAHOMA UNITED METHODIST
RETIREMENT FACILITY INC
Employer identification number

73-1292317
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) WHITE WOODS RETIREMENT CAMPUS

14901 N PENNSYLVANIA AVE

OKLAHOMA CITY,OK731346070
73-1679235 		ADULT CARE OK 501 7 EPWORTH
LIVING
 
No
(2) EPWORTH LIVING

14901 N PENNSYLVANIA AVE

OKLAHOMA CITY,OK73134
46-2849151 		MANAGEMENT OK 501 7 EPWORTH
LIVING
 
No










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) WHITE WOODS RETIREMENT CAMPUS

 D 2,021,110 CASH (LOAN BALANCE)





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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