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ALDERSGATE RETIREMENT INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALDERSGATE RETIREMENT INC (EIN 16-1676095)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349307983
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T12:16:10-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593070669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 S ORANGE AVENUE SUITE 600AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN161676095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALDERSGATE RETIREMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALDEBusinessNameControlTxt
Phone3055565654PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 W 16TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMADELYN SIMON LOZANOPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3055565654PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMADELYNPersonFirstNm
Person LastSIMON LOZANOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY E HARP CPAPreparerPersonNm
PTINP00176471PTIN
Phone4077405400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1EPWORTH VILLAGE RETIREMENT COMMUNITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMADELYN SIMON LOZANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 W 16TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,318,103GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://EPWORTHVILLAGERC.COM/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionOPERATION OF A RETIREMENT LIVING FACILITY DESIGNED TO MEET NEEDS OF ELDERLY AND HANDICAPPED PERSONS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee166TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$760,430PYContributionsGrantsAmt
CY Contributions Grants$78,029CYContributionsGrantsAmt
PY Program Service Revenue$5,781,314PYProgramServiceRevenueAmt
CY Program Service Revenue$6,240,074CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,541,744PYTotalRevenueAmt
CY Total Revenue$6,318,103CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,245,363PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,428,371CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,919,677PYOtherExpensesAmt
CY Other Expenses$3,033,704CYOtherExpensesAmt
PY Total Expenses$7,165,040PYTotalExpensesAmt
CY Total Expenses$7,462,075CYTotalExpensesAmt
PY Revenues Less Expenses-$623,296PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,143,972CYRevenuesLessExpensesAmt
Total Assets BOY$3,351,583TotalAssetsBOYAmt
Total Assets EOY$2,593,733TotalAssetsEOYAmt
Total Liabilities BOY$5,941,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,327,524TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$2,589,819NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,733,791NetAssetsOrFundBalancesEOYAmt
MissionTHE ORGANIZATION'S GOAL IS TO MAKE A DIFFERENCE IN EVERY LIFE IT TOUCHES BY PROVIDING ONLY THE HIGHEST QUALITY CARE AND SERVICE, MEETING THE NEEDS OF ITS RESIDENTS, FAMILIES, PHYSICIANS, AND EMPLOYEES WITH COMPASSION, DIGNITY AND LOVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,502,266ExpenseAmt
Revenue$6,240,074RevenueAmt
DescTHE ORGANIZATION OPERATES A 290-UNIT ASSISTED LIVING AND INDEPENDENT LIVING FACILITY IN MIAMI-DADE COUNTY, FLORIDA THAT PROVIDES RETIREMENT HOUSING, AS WELL AS LIMITED NURSING CARE. IN THE CURRENT YEAR, THERE WERE 79,755 RESIDENT DAYS.Desc
Total Program Service Expenses$6,502,266TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document28IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee166EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3055565654PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 W 16TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ANA DURAN
ADMINISTRATOR40.00Yes (X)$92,309$0$0
MADELYN SIMON LOZANO
EXECUTIVE DIRECTOR20.00Yes (X)$12,000$0$020.00
ELVIRA MOUNTAIN
CHAIR1.00Yes (X)$0$0$01.00Yes (X)
ROBERT LADNER
TREASURER1.00Yes (X)$0$0$01.00Yes (X)
RUTH MCNAUGHTON
SECRETARY1.00Yes (X)$0$0$01.00Yes (X)
BELINDA BACON
DIRECTOR1.00$0$0$01.00Yes (X)
LINDA LOM
DIRECTOR1.00$0$0$01.00Yes (X)
PAUL MOSKOWITZ
DIRECTOR1.00$0$0$01.00Yes (X)
BARBARA PEREZ DEPPMAN
DIRECTOR1.00$0$0$01.00Yes (X)
JUDITH PIERRE-OKERSON
DIRECTOR1.00$0$0$01.00Yes (X)
REV RENE RAMIREZ
DIRECTOR/CHAPLAIN1.00$0$0$01.00Yes (X)
VICTORIA RANDOLPH
DIRECTOR1.00$0$0$01.00Yes (X)
JESSICA RODRIGUEZ
DIRECTOR1.00$0$0$01.00Yes (X)
REV CARLOS SALABARIA
DIRECTOR1.00$0$0$01.00Yes (X)
REV AUDREY WARREN
DIRECTOR1.00$0$0$01.00Yes (X)
REV CYNTHIA WEEMS
DIRECTOR1.00$0$0$01.00Yes (X)
KENNETH VICTOR
DIRECTOR1.00$0$0$01.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$104,309TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$78,029AllOtherContributionsAmt
Total Contributions$78,029TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESIDENT SERVICE REVENUE623000$6,240,520$6,240,520
OTHER REVENUE623000-$446-$446
FieldValueIRS element (for citing)
Total Program Service Revenue$6,240,074TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,318,103TotalRevenueColumnAmt
Related Or Exempt Func Income$6,240,074RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Management And General$12,000ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,474,387TotalAmt
Program Services$3,153,133ProgramServicesAmt
Management And General$321,254ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$67,580TotalAmt
Program Services$56,019ProgramServicesAmt
Management And General$11,561ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$596,695TotalAmt
Program Services$454,873ProgramServicesAmt
Management And General$141,822ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$277,709TotalAmt
Program Services$252,011ProgramServicesAmt
Management And General$25,698ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$61,988TotalAmt
Management And General$61,988ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,163TotalAmt
Management And General$1,163ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,750TotalAmt
Management And General$27,750ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$76,905TotalAmt
Program Services$22,810ProgramServicesAmt
Management And General$54,095ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$69,735TotalAmt
Management And General$69,735ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$289,656TotalAmt
Program Services$142,176ProgramServicesAmt
Management And General$147,480ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,601,730TotalAmt
Program Services$1,554,721ProgramServicesAmt
Management And General$47,009ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$637TotalAmt
Management And General$637ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$90,827TotalAmt
Program Services$89,919ProgramServicesAmt
Management And General$908ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$34,959TotalAmt
Management And General$34,959ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
NUTRITION SUPPLIES$651,206$651,206
MEDICAL SUPPLIES$107,444$107,444
PERSONAL CARE COSTS$17,954$17,954
CONTRIBUTION EXPENSE$1,750$1,750

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,462,075TotalAmt
Program Services$6,502,266ProgramServicesAmt
Management And General$959,809ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,086,833BOYAmt
EOY$1,251,017EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$45,257BOYAmt
EOY$30,099EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,530BOYAmt
EOY$4,530EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$87,278BOYAmt
EOY$87,373EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,547,245LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,011,953LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$515,592BOYAmt
EOY$535,292EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$612,093BOYAmt
EOY$685,422EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,351,583BOYAmt
EOY$2,593,733EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$395,140BOYAmt
EOY$671,507EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,481BOYAmt
EOY$102,993EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,488,781BOYAmt
EOY$5,553,024EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,941,402BOYAmt
EOY$6,327,524EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$2,589,819BOYAmt
EOY-$3,733,791EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$2,589,819BOYAmt
EOY-$3,733,791EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,351,583BOYAmt
EOY$2,593,733EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,143,972ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,150CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,615CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$760,430CurrentTaxYearMinus1YearAmt
Current Tax Year$78,029CurrentTaxYearAmt
Total$916,974TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,298,007CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,311,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,315,064CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,781,314CurrentTaxYearMinus1YearAmt
Current Tax Year$6,240,520CurrentTaxYearAmt
Total$30,946,036TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,326,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,313,881CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,362,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,541,744CurrentTaxYearMinus1YearAmt
Current Tax Year$6,318,549CurrentTaxYearAmt
Total$31,863,010TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$31,863,010PublicSupportTotal509Amt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,437CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,412CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,236CurrentTaxYearMinus2YearsAmt
Total$68,085TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,339,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,337,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,393,915CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,541,744CurrentTaxYearMinus1YearAmt
Current Tax Year$6,318,549CurrentTaxYearAmt
Total$31,931,095TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99790PublicSupportCY509Pct
Public Support PY5090.99770PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$8,249BeginningBalanceAmt
Ending Balance$8,249EndingBalanceAmt
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,150,627OtherCostOrOtherBasisAmt
Depreciation$703,045DepreciationAmt
Book Value$447,582BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$396,618OtherCostOrOtherBasisAmt
Depreciation$308,908DepreciationAmt
Book Value$87,710BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$535,292TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
OTHER ASSETS$97,506
DUE FROM LANDLORD$104,172
SECURITY DEPOSITS$483,744
FieldValueIRS element (for citing)
Total Book Value Other Assets$685,422TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO RELATED PARTIES$5,081,779
SECURITY DEPOSITS$471,245
FieldValueIRS element (for citing)
Total Liability$5,553,024TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,318,103TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$6,318,103RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,318,103TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,462,075TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$7,462,075ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,462,075TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:THE COMPANY OFFERS A CASH MANAGEMENT SERVICE TO ITS RESIDENTS. THESE FUNDS REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE RESIDENT, TO BE DISBURSED ONLY AS REQUESTED AND, ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. THE COMPANY HAS A FIDUCIARY DUTY OF ACCOUNTABILITY FOR THESE FUNDS. AT JUNE 30, 2021 AND 2020, THE FUND BALANCES APPROXIMATED $8,000.
PART X, LINE 2:THE COMPANY IS ORGANIZED AS A NONPROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMSL PUBLIC RELATIONS LLCPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionENTITY MORE THAN 35% OWNED BY MADELYN SIMON LOZANO, EXECUTIVE DIRECTORRelationshipDescriptionTxt
Transaction$12,000TransactionAmt
TransactionINDEPENDENT CONTRACTOR COMPENSATIONTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO DOS HEALTH MANAGEMENT, INC. THROUGH A BOARD-APPROVED CONTRACT.
FORM 990, PART VI, SECTION B, LINE 11BTHE ACCOUNTING DIRECTOR CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. A COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. IT IS THE RESPONSIBILITY OF ALL PERSONS COVERED TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES WHEN DETERMINED. THE ORGANIZATION'S BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. THE BOARD OF DIRECTORS REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE DISCLOSURE PROCESS AND DETERMINES WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. THE PERSON WITH THE CONFLICT OF INTEREST WILL BE EXCLUDED FROM DISCUSSION AND APPROVAL OF SUCH TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION IS COMPENSATED AS AN INDEPENDENT CONTRACTOR AS APPROVED BY THE BOARD OF DIRECTORS. SEE SCHEDULE L, PART IV FOR FURTHER INFORMATION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ALDERSGATE HEALTHCARE INC
5300 WEST 16TH AVENUEHIALEAHFL33012161676092OPERATES SKILLED NURSING FACILITYFL501(C)(3)LINE 10N/A0
EPWORTH VILLAGE INC
5300 WEST 16TH AVENUEHIALEAHFL33012590589990FUND RAISING FOR RELATED TAX-EXEMPT ORGANIZATIONSFL501(C)(3)LINE 12B, IIN/A0
EPWORTH VILLAGE WEST INC
5300 WEST 16TH AVENUEHIALEAHFL33012591920293LEASE OF RETIREMENT LIVING FACILITY TO RELATED ORGANIZATIONFL501(C)(3)LINE 12C, III-FIN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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