2023-05-12T15:24:59-05:00 2022-06-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2021-07-01 590589990 EPWORTH VILLAGE INC EPWO 3055563500 5300 WEST 16TH AVENUE HIALEAH FL 33012 MADELYN SIMON LOZANO EXECUTIVE DIRECTOR 3055563500 2023-05-12 1 MADELYN SIMON LOZANO 999009999 HARRY E HARP CPA P00176471 4077405400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MADELYN SIMON LOZANO 5300 WEST 16TH AVENUE HIALEAH FL 33012 798660 0 X WWW.EPWORTHVILLAGERC.COM X 1978 FL ADVANCE AND PROMOTE THE INTEREST AND WELFARE OF ELDERLY PERSONS AND HANDICAPPED PERSONS. 9 8 0 0 0 0 8665 374953 0 0 648554 104512 0 0 657219 479465 89399 137372 0 0 40000 40000 0 0 0 192604 180900 322003 358272 335216 121193 15976704 13901435 2461273 2502466 13515431 11398969 FUNDRAISING 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. 0 0 178153 137372 EPWORTH 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. 178153 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHANTAL FALBY 3055563500 5300 WEST 16TH AVENUE HIALEAH FL 33012 X MADELYN SIMON LOZANO EXECUTIVE DIRECTOR 10.00 30.00 X X 0 0 0 BELINDA BACON CHAIR 5.00 10.00 X X 0 0 0 REV RUBEN VELASCO VICE-CHAIR 5.00 10.00 X X 0 0 0 REV CYNTHIA WEEMS DIRECTOR 5.00 10.00 X 0 0 0 JUDITH PIERRE-OKERSON DIRECTOR 5.00 10.00 X 0 0 0 GERTRUDE STEWART DIRECTOR 5.00 10.00 X 0 0 0 MICHELLE DUNAJ LUCKING DIRECTOR 5.00 10.00 X 0 0 0 DR DIANE NETTO DIRECTOR 5.00 10.00 X 0 0 0 CHANTAL FALBY DIRECTOR 5.00 10.00 X 0 0 0 0 0 0 0 0 0 0 UBS FINANCIAL SERVICES INC 1800 N MILITARY TRAIL SUITE 300 BOCA RATON FL 33431 INVESTMENT MANAGEMENT SERVICES 108227 0 300000 74953 374953 423707 423707 319195 -319195 -319195 -319195 479465 0 0 104512 90000 90000 47372 47372 40000 40000 20300 20300 108227 108227 420 420 40781 40781 3577 3577 MISCELLANEOUS 7595 7595 358272 178153 180119 0 98490 63415 1606 2800 13929474 11847305 1947134 1987915 15976704 13901435 101272 142465 2360001 2360001 2461273 2502466 X 12439009 10302055 1076422 1096914 13515431 11398969 15976704 13901435 121193 -2237655 0 X X 1 X 0 1 0 X X 2 ALDERSGATE HEALTHCARE INC 161676092 10 0 0 0 ALDERSGATE RETIREMENT INC 161676095 10 0 47372 0 2 47372 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1 THE 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 1 THE 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. 0 MONEY MARKET FUNDS 211711 F MUTUAL FUNDS 7671510 F CORPORATE BONDS 1049953 F ASSET BACKED SECURITIES 475063 F GOVERNMENT SECURITIES 1518241 F STRUCTURED PRODUCTS 89502 F PRIVATE CREDIT FUND 831325 F 11847305 DEPOSITS 840 DUE FROM RELATED PARTY 1987075 1987915 X -1866417 -2237655 -2237655 371238 108227 108227 479465 250045 0 250045 108227 108227 358272 PART X, LINE 2: EPWORTH 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. 1 SUSANNA WESLEY HEALTH CENTER INC 5345 WEST 18TH AVENUE HIALEAH FL 33012 591837338 501(C)(3) 90000 0 GENERAL SUPPORT 1 GOOD SAMARITAN SUBSIDY 8 47372 PART I, LINE 2: THE 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. MSL PUBLIC RELATIONS LLC ENTITY MORE THAN 35% OWNED BY MADELYN SIMON LOZANO, EXECUTIVE DIRECTOR 40000 INDEPENDENT CONTRACTOR COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE 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 15A THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE 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. EPWORTH VILLAGE WEST INC 5300 WEST 16TH AVENUE HIALEAH FL 33012 591920293 LEASE OF RETIREMENT LIVING FACILITY TO RELATED ORGANIZATION FL 501(C)(3) LINE 12C, III-FI N/A 0 SUSANNA WESLEY HEALTH CENTER INC 5345 WEST 18TH AVENUE HIALEAH FL 33012 591837338 LEASE OF SKILLED NURSING FACILITY TO RELATED ORGANIZATION FL 501(C)(3) LINE 12C, III-FI N/A 0 ALDERSGATE HEALTHCARE INC 5300 WEST 16TH AVENUE HIALEAH FL 33012 161676092 OPERATES SKILLED NURSING FACILITY FL 501(C)(3) LINE 10 N/A 0 ALDERSGATE RETIREMENT INC 5300 WEST 16TH AVENUE HIALEAH FL 33012 161676095 OPERATES ASSISTED AND INDEPENDENT LIVING FACILITY FL 501(C)(3) LINE 10 N/A 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1