EPWORTH VILLAGE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EPWORTH VILLAGE INC (EIN 59-0589990)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202341329349308004
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)
Return2023-05-12T15:24:59-05:00ReturnTs
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)
EIN590589990EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EPWORTH VILLAGE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPWOBusinessNameControlTxt
Phone3055563500PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMADELYN SIMON LOZANOPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3055563500PhoneNum
Signature2023-05-12SignatureDt
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

FieldValueIRS element (for citing)
Principal OfficerMADELYN SIMON LOZANOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 WEST 16TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$798,660GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EPWORTHVILLAGERC.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionADVANCE AND PROMOTE THE INTEREST AND WELFARE OF ELDERLY PERSONS AND HANDICAPPED PERSONS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,665PYContributionsGrantsAmt
CY Contributions Grants$374,953CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$648,554PYInvestmentIncomeAmt
CY Investment Income$104,512CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$657,219PYTotalRevenueAmt
CY Total Revenue$479,465CYTotalRevenueAmt
PY Grants And Similar Paid$89,399PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$137,372CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$40,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$40,000CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$192,604PYOtherExpensesAmt
CY Other Expenses$180,900CYOtherExpensesAmt
PY Total Expenses$322,003PYTotalExpensesAmt
CY Total Expenses$358,272CYTotalExpensesAmt
PY Revenues Less Expenses$335,216PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$121,193CYRevenuesLessExpensesAmt
Total Assets BOY$15,976,704TotalAssetsBOYAmt
Total Assets EOY$13,901,435TotalAssetsEOYAmt
Total Liabilities BOY$2,461,273TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,502,466TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,515,431NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,398,969NetAssetsOrFundBalancesEOYAmt
MissionFUNDRAISING AND INVESTMENT ACTIVITIES ON BEHALF OF RELATED 501(C)(3) ORGANIZATIONS IN SUPPORT OF THE CHARITABLE MISSION TO ADVANCE AND PROMOTE THE INTEREST AND WELFARE OF ELDERLY PERSONS AND HANDICAPPED PERSONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$178,153ExpenseAmt
Grant$137,372GrantAmt
DescEPWORTH VILLAGE, INC. UNDERTAKES FUND RAISING ACTIVITIES TO BENEFIT RELATED 501(C)(3) ORGANIZATIONS THAT OPERATE A RETIREMENT LIVING FACILITY AND SKILLED NURSING FACILITY IN HIALEAH, FLORIDA. IN THE CURRENT YEAR, $47,372 WAS CONTRIBUTED TO INDIVIDUAL RESIDENTS.Desc
Total Program Service Expenses$178,153TotalProgramServiceExpensesAmt
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 Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 Line1CHANTAL FALBYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3055563500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 WEST 16TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MADELYN SIMON LOZANO
EXECUTIVE DIRECTOR10.0030.00Yes (X)Yes (X)$0$0$0
BELINDA BACON
CHAIR5.0010.00Yes (X)Yes (X)$0$0$0
REV RUBEN VELASCO
VICE-CHAIR5.0010.00Yes (X)Yes (X)$0$0$0
REV CYNTHIA WEEMS
DIRECTOR5.0010.00Yes (X)$0$0$0
JUDITH PIERRE-OKERSON
DIRECTOR5.0010.00Yes (X)$0$0$0
GERTRUDE STEWART
DIRECTOR5.0010.00Yes (X)$0$0$0
MICHELLE DUNAJ LUCKING
DIRECTOR5.0010.00Yes (X)$0$0$0
DR DIANE NETTO
DIRECTOR5.0010.00Yes (X)$0$0$0
CHANTAL FALBY
DIRECTOR5.0010.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
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

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 N MILITARY TRAIL SUITE 300AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT MANAGEMENT SERVICESServicesDesc
Compensation$108,227CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$300,000RelatedOrganizationsAmt
All Other Contributions$74,953AllOtherContributionsAmt
Total Contributions$374,953TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$423,707TotalRevenueColumnAmt
Exclusion$423,707ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$319,195SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$319,195SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$319,195TotalRevenueColumnAmt
Exclusion-$319,195ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$479,465TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$104,512ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$90,000TotalAmt
Program Services$90,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,372TotalAmt
Program Services$47,372ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Management And General$40,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,300TotalAmt
Management And General$20,300ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$108,227TotalAmt
Management And General$108,227ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$420TotalAmt
Management And General$420ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$40,781TotalAmt
Program Services$40,781ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,577TotalAmt
Management And General$3,577ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$7,595TotalAmt
Management And General$7,595ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$358,272TotalAmt
Program Services$178,153ProgramServicesAmt
Management And General$180,119ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98,490BOYAmt
EOY$63,415EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,606BOYAmt
EOY$2,800EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,929,474BOYAmt
EOY$11,847,305EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,947,134BOYAmt
EOY$1,987,915EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,976,704BOYAmt
EOY$13,901,435EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$101,272BOYAmt
EOY$142,465EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$2,360,001BOYAmt
EOY$2,360,001EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,461,273BOYAmt
EOY$2,502,466EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,439,009BOYAmt
EOY$10,302,055EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,076,422BOYAmt
EOY$1,096,914EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,515,431BOYAmt
EOY$11,398,969EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,976,704BOYAmt
EOY$13,901,435EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$121,193ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,237,655NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ALDERSGATE HEALTHCARE INC
161676092100$0$0
ALDERSGATE RETIREMENT INC
161676095100$47,372$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$47,372SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported Org0MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 1THE GOVERNING DOCUMENTS OF THE FILING ORGANIZATION STATE THAT EPWORTH VILLAGE, INC. IS ORGANIZED TO ACCOMPLISH THE PURPOSES OF ADVANCING AND PROMOTING THE INTEREST AND WELFARE OF ELDERLY PERSONS AND HANDICAPPED PERSONS. IN ACCORDANCE WITH ITS CHARITABLE PURPOSE, EPWORTH VILLAGE, INC. UNDERTAKES ALL THE FUNDRAISING ACTIVITIES TO BENEFIT ALDERSGATE HEALTHCARE, INC. AND ALDERSGATE RETIREMENT, INC., RELATED 501(C)(3) ORGANIZATIONS THAT PROVIDE HOUSING AND SERVICES TO ELDERLY PERSONS AND HANDICAPPED PERSONS.
SCHEDULE A, PART IV, SECTION C, LINE 1THE FILING ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS HAVE THE SAME EXECUTIVE DIRECTOR AND CERTAIN BOARD MEMBERS THAT PARTICIPATE IN THE GOVERNANCE OF BOTH ORGANIZATIONS. THROUGH THE OVERLAP OF THE EXECUTIVE DIRECTOR AND BOARD MEMBERS, MANAGEMENT OF THE FILING ORGANIZATION IS VESTED IN THE SAME PERSONS THAT MANAGE ITS SUPPORTED ORGANIZATIONS.

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MONEY MARKET FUNDS$211,711F
MUTUAL FUNDS$7,671,510F
CORPORATE BONDS$1,049,953F
ASSET BACKED SECURITIES$475,063F
GOVERNMENT SECURITIES$1,518,241F
STRUCTURED PRODUCTS$89,502F
PRIVATE CREDIT FUND$831,325F
FieldValueIRS element (for citing)
Total Book Value Securities$11,847,305TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DEPOSITS$840
DUE FROM RELATED PARTY$1,987,075
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,987,915TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$1,866,417TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$2,237,655NetUnrealizedGainsInvstAmt
Revenue Not Reported-$2,237,655RevenueNotReportedAmt
Revenue Subtotal$371,238RevenueSubtotalAmt
Investment Expenses Not Incld$108,227InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$108,227RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$479,465TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$250,045TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$250,045ExpensesSubtotalAmt
Investment Expenses Not Incld2$108,227InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$108,227ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$358,272TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationEPWORTH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNA WESLEY HEALTH CENTER INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15345 WEST 18TH AVENUEAddressLine1Txt
CityHIALEAHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33012ZIPCd
FieldValueIRS element (for citing)
Recipient EIN591837338RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$90,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeGOOD SAMARITAN SUBSIDYGrantTypeTxt
Recipient8RecipientCnt
Cash Grant$47,372CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION CONDUCTS A REVIEW AND INVESTIGATION BY AT LEAST 3 MEMBERS OF THE GOOD SAMARITAN FUND COMMITTEE TO INVESTIGATE ANY EXCEPTIONS FOR THE QUALIFICATION TO REMAIN A RECEIPIENT OF THE FUNDS. THE COMMITTEE'S CONCLUSIONS AND RECOMMENDATIONS ARE PRESENTED AT A REGULARLY SCHEDULED MEETING OF THE BOARD OF DIRECTORS AND APPROVED BY TWO-THIRDS VOTE OF THOSE PRESENT BEFORE ANY EXCEPTIONS ARE MADE.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MSL PUBLIC RELATIONS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionENTITY MORE THAN 35% OWNED BY MADELYN SIMON LOZANO, EXECUTIVE DIRECTORRelationshipDescriptionTxt
Transaction$40,000TransactionAmt
TransactionINDEPENDENT CONTRACTOR COMPENSATIONTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S BOARD OF DIRECTORS MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. THE BOARD REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE ANNUAL DISCLOSURE PROCESS AND PROHIBITS OFFICERS AND DIRECTORS FROM VOTING ON MATTERS WHERE ACTUAL CONFLICTS OF INTEREST EXIST.
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 TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
EPWORTH VILLAGE WEST INC
5300 WEST 16TH AVENUEHIALEAHFL33012591920293LEASE OF RETIREMENT LIVING FACILITY TO RELATED ORGANIZATIONFL501(C)(3)LINE 12C, III-FIN/A0
SUSANNA WESLEY HEALTH CENTER INC
5345 WEST 18TH AVENUEHIALEAHFL33012591837338LEASE OF SKILLED NURSING FACILITY TO RELATED ORGANIZATIONFL501(C)(3)LINE 12C, III-FIN/A0
ALDERSGATE HEALTHCARE INC
5300 WEST 16TH AVENUEHIALEAHFL33012161676092OPERATES SKILLED NURSING FACILITYFL501(C)(3)LINE 10N/A0
ALDERSGATE RETIREMENT INC
5300 WEST 16TH AVENUEHIALEAHFL33012161676095OPERATES ASSISTED AND INDEPENDENT LIVING FACILITYFL501(C)(3)LINE 10N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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