2013-02-06T10:52:20-06:00 2012-06-30 593070669 MOORE STEPHENS LOVELACE PA 14400 NW 77TH COURT SUITE 306 MIAMI LAKES FL 330161507 990 2011-07-01 161676095 ALDERSGATE RETIREMENT INC ALDE 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 NICK ANTONACCI 3055565654 2013-02-06 1 LAWRENCE SCHIFF CPA P00479457 3058199555 2011 2016-02-25 16:41:14Z NICK ANTONACCI 5300 W 16TH AVENUE HIALEAH FL 33012 5420543 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. 15 15 96 5 0 0 4880 2278 3288083 3804957 0 0 1234462 1571235 4527425 5378470 0 0 0 0 1495610 2069143 0 0 0 2859899 2902949 4355509 4972092 171916 406378 812213 1192707 769821 743937 42392 448770 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 4013068 5343866 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. 4013068 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 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 1 22 0 1 96 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X THE ORGANIZATION 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 CRAIG W NELSON 5.00 X 0 0 0 AVIS BROWN 5.00 X 0 0 0 JACKIE ETTINGER 5.00 X 0 0 0 ADONIS MAIQUEZ MD 5.00 X 0 0 0 BILL JACOBS 5.00 X X 0 0 0 PAUL LANDRUM 5.00 X X 0 0 0 CINDY PALERMO 5.00 X 0 0 0 ODETTE LIGHTBOURNE 5.00 X 0 0 0 JAKE ROUDENBUSH 5.00 X 0 0 0 GERTRUDE STEWART 5.00 X X 0 0 0 JEAN TAXIS 5.00 X 0 0 0 LYN FARR 5.00 X X 0 0 0 MARLENE LIEBERMAN 5.00 X 0 0 0 MARIA REGO 5.00 X 0 0 0 REV GUILLERMO SANCHEZ 5.00 X 0 0 0 MIDDALIA ISRAEL 40.00 X 100575 0 1447 100575 0 1447 1 0 0 0 NEIGHBORHOOD HEALTH PARTNERSHIP PO BOX 580046 CHARLOTTE NC 28258 HEALTH INSURANCE 665042 DOS HEALTH MANAGEMENT 300-71ST STREET SUITE 400 MIAMI BEACH FL 33141 MANAGEMENT FEE 148045 SCAPE-IT INC 14490 SW 23RD ST DAVIE FL 33325 LANDSCAPING 145946 COMP OPTIONS INSURANCE CO PO BOX 862782 ORLANDO FL 328862782 WORKERS COMP INSURANCE 101073 4 2278 2278 NET RESIDENT SERVICE R 623000 3804957 3804957 3804957 74399 2278 42073 32326 32326 FORGIVENESS OF DEBT 623000 1535477 1535477 OTHER INCOME 623000 3432 3432 1538909 5378470 5343866 0 32326 1709391 1483613 225778 190100 110154 79946 169652 134401 35251 151476 151476 1639 1639 25000 25000 20815 10136 10679 64323 64323 543052 380724 162328 1909093 1880829 28264 2584 2584 1205 1205 23718 23718 15909 15909 PHARMACY EXPENSES 56603 520 56083 BAD DEBTS 43501 43501 TAXES AND LICENSES 11295 11295 32736 12691 20045 4972092 4013068 959024 0 108977 57337 93672 52840 4530 0 132162 133221 643364 53546 166554 589818 306318 359491 812213 1192707 409886 369359 29651 50670 270573 311172 59711 12736 769821 743937 X 42392 448770 42392 448770 812213 1192707 406378 0 X X 0 1 1 X 0 X 5875 4550 2278 12703 3174246 3440067 3220977 3288083 3804957 16928330 3174246 3440067 3226852 3292633 3807235 16941033 0 0 0 16941033 270 -1575 -3150 -4455 270 -1575 -3150 -4455 12422 474820 1074706 1234792 1538909 4335649 3186938 3913312 4298408 4527425 5346144 21272227 0.79640 0.85400 0.00000 X 0 270573 40599 311172 1 549795 24283 525512 37778 5138 32640 55791 24125 31666 589818 OTHER ASSETS 48319 SECURITY DEPOSITS 311172 359491 OTHER LIABILITIES 12736 12736 5378470 4972092 406378 406378 5378470 0 5378470 0 5378470 4972092 0 4972092 0 4972092 PART IV, LINE 2B: .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. GALA 30495 1400 29095 2250 17382 GOLF TOURNAMENT 30478 878 29600 1628 16425 3 15704 15704 3365 4296 76677 2278 74399 1628 2250 3365 38103 45346 29053 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 11 THE ACCOUNTING DIRECTOR CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED 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. OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PART XI, 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) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 ALDERSGATE HEALTHCARE INC R 1535477 FAIR MARKET VALUE