2020-04-17T07:17:53-05:00 2019-06-30 593070669 MSL PA 500 E BROWARD BLVD SUITE 1550 FORT LAUDERDALE FL 33394 990 2018-07-01 161676095 ALDERSGATE RETIREMENT INC ALDE 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 MADELYN SIMON LOZANO EXECUTIVE DIRECTOR 3055565654 2020-04-17 1 NORMAN B NEAL CPA P00071411 9548478910 73.179.45.151 2020-04-17 07:08:08 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D82DAE13932C41878502CF208E25BB5BC26ECAE2 2018 2020-09-23 17:36:50Z MADELYN SIMON LOZANO 5300 W 16TH AVENUE HIALEAH FL 33012 6337293 0 X WWW.EPWORTHVILLAGE.NET X 2003 FL THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO OPERATE, AND TO FURTHER THE EFFORTS OF THE UNITED METHODIST CHURCH BY OPERATING, A HOUSING FACILITY SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ELDERLY AND HANDICAPPED PERSONS, AND TO PROMOTE THEIR HEALTH, SECURITY AND HAPPINESS IN LONGER LIVING. 13 13 178 16 0 0 28150 2750 6298007 6311131 0 0 39351 23412 6365508 6337293 0 0 0 0 3375106 3628866 0 0 0 2846228 2851257 6221334 6480123 144174 -142830 3033159 3254293 4460560 4824524 -1427401 -1570231 X THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO OPERATE, AND TO FURTHER THE EFFORTS OF THE UNITED METHODIST CHURCH BY OPERATING, A HOUSING FACILITY SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ELDERLY AND HANDICAPPED PERSONS, AND TO PROMOTE THEIR HEALTH, SECURITY AND HAPPINESS IN LONGER LIVING. 0 0 5282767 6334543 THE 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. 5282767 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 38 0 1 178 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BILL CONOL 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 X JUDITH PIERRE-OKERSON CHAIR/PRESIDENT 1.00 1.00 X X 0 0 0 GERTRUDE STEWART VICE CHAIR/VICE PRESIDENT 1.00 1.00 X X 0 0 0 RUTH MCNAUGHTON SECRETARY/ TREASURER 1.00 1.00 X X 0 0 0 BELINDA BACON DIRECTOR 1.00 1.00 X 0 0 0 AVIS BROWN DIRECTOR 1.00 1.00 X 0 0 0 GEORGE FERNANDEZ DIRECTOR 1.00 1.00 X 0 0 0 BERYL LOUGACHI DIRECTOR 1.00 1.00 X 0 0 0 ELVIRA MOUNTAIN DIRECTOR 1.00 1.00 X 0 0 0 GEORGE PEDLAR DIRECTOR 1.00 1.00 X 0 0 0 REV RENE RAMIREZ DIRECTOR 1.00 1.00 X 0 0 0 KENNETH VICTOR DIRECTOR 1.00 1.00 X 0 0 0 LISA WULF DIRECTOR 1.00 1.00 X 0 0 0 REV CYNTHIA WEEMS DIRECTOR 1.00 1.00 X 0 0 0 MADELYN SIMON LOZANO EXECUTIVE DIRECTOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 DOS HEALTH MANAGEMENT 300 SW 71ST ST400 MIAMI BEACH FL 33141 MANAGEMENT COMPANY 384528 1 2750 2750 RESIDENT SERVICE REVEN 623000 6311131 6311131 6311131 OTHER INCOME 623000 23412 23412 23412 6337293 6334543 0 0 2754101 2421076 333025 43686 27867 15819 615361 535978 79383 215718 177859 37859 325801 325801 100584 37939 62645 47613 47613 478833 344771 134062 1128197 1119790 8407 84 84 2168 2168 113124 113124 26457 26457 FOOD AND KITCHEN SUPPLI 524723 524723 MEDICAL SUPPLIES 83785 83785 PROVISION FOR DOUBTFUL 10993 10993 PERSONAL CARE COSTS 8895 8895 6480123 5282767 1197356 0 1345653 1675169 37060 39041 4530 4530 102972 101740 1434890 719189 822492 715701 720452 718112 3033159 3254293 541531 482837 25021 36330 3894008 4305357 4460560 4824524 X -1427401 -1570231 -1427401 -1570231 3033159 3254293 -142830 0 X X 0 1 X 1 0 X 2675 26783 3350 28150 2750 63708 5179167 5672331 5996453 6298007 6311131 29457089 5181842 5699114 5999803 6326157 6313881 29520797 0 0 0 29520797 6521 18082 6111 13437 23412 67563 5188363 5717196 6005914 6339594 6337293 29588360 0.99770 0.99830 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 556743 32116 524627 0 1124207 475155 649052 310683 244034 66649 715701 OTHER ASSETS 52236 DUE FROM LANDLORD 141249 SECURITY DEPOSITS 524627 718112 OTHER LIABILITIES 2020 DUE TO INTERCOMPANY 3778710 SECURITY DEPOSITS 524627 4305357 6337293 0 6337293 0 6337293 6480123 0 6480123 0 6480123 PART IV, LINE 1B: THE COMPANY COLLECTS A SECURITY DEPOSIT FROM EACH RESIDENT WHEN A RESIDENT AGREEMENT IS EXECUTED. THE INITIAL TERM OF EACH AGREEMENT IS FOR ONE YEAR FROM THE MOVE-IN DATE. THE AGREEMENT IS AUTOMATICALLY RENEWED FOR ANOTHER ONE-YEAR TERM, UNLESS WRITTEN NOTICE OF INTENT TO CANCEL THE AGREEMENT IS RECEIVED FROM THE RESIDENT AT LEAST 45 DAYS PRIOR TO THE EXPIRATION DATE OF THE AGREEMENT. IF THE AGREEMENT IS TERMINATED WITHIN THE FIRST YEAR, THE SECURITY DEPOSIT IS FORFEITED. AT JUNE 30, 2019 AND 2018, THE AMOUNT OF SECURITY DEPOSITS APPROXIMATED $525,000 AND $557,000, RESPECTIVELY. KELLY RICE-SCHILD FORMR BOARD DIRECTOR PHARMACY SERVICES 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO DOS HEALTH SERVICES, INC. THROUGH A BOARD-APPROVED CONTRACT. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THE 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. ALDERSGATE HEALTHCARE INC 5300 WEST 16TH AVENUE HIALEAH FL 33012 161676092 OPERATES ASSISTED AND INDEPENDENT LIVING FACILITY FL 501(C)(3) LINE 10 N/A 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALDERSGATE HEALTHCARE INC D 3778710 FMV