2025-05-08T15:38:30-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 161676095 ALDERSGATE RETIREMENT INC ALDE 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 REV RUBEN VELASCO CHAIR 3055565654 2025-05-02 1 1 PETER C GUBLER P00190185 4077405400 2025-05-02 2023 2025-03-06 01:10:19Z EPWORTH VILLAGE RETIREMENT COMMUNITY REV RUBEN VELASCO 5300 W 16TH AVENUE HIALEAH FL 33012 0 0 X HTTPS://EPWORTHVILLAGERC.COM/ X 2003 FL OPERATION OF A RETIREMENT LIVING FACILITY DESIGNED TO MEET NEEDS OF ELDERLY AND HANDICAPPED PERSONS. 5 5 0 5 0 0 0 0 6450129 0 0 0 0 0 6450129 0 0 0 0 0 3854923 0 0 0 0 2330192 4003 6185115 4003 265014 -4003 158411 1486606 3627188 4771932 -3468777 -3285326 THE 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. 0 0 0 0 THE ORGANIZATION OPERATED A 290-UNIT ASSISTED LIVING AND INDEPENDENT LIVING FACILITY IN MIAMI-DADE COUNTY, FLORIDA THAT PROVIDED RETIREMENT HOUSING, AS WELL AS LIMITED NURSING CARE. THE ASSISTED LIVING AND INDEPENDENT LIVING FACILITIES WERE SOLD ON MARCH 31ST, 2023. 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CHANTAL FALBY 3055565654 5300 W 16TH AVENUE HIALEAH FL 33012 X MADELYN SIMON LOZANO EXECUTIVE DIRECTOR 10.00 30.00 X X 0 0 0 REV REUBEN VELASCO CHAIR 1.00 1.00 X X 0 0 0 MICHELLE DUNAJ LUCKING DIRECTOR 1.00 1.00 X 0 0 0 GERTRUDE STEWART DIRECTOR 1.00 1.00 X 0 0 0 JUDITH PIERRE-OKERSON DIRECTOR 1.00 1.00 X 0 0 0 AUDREY WARREN DIRECTOR 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 LAS PALMA SENIOR LIVING LLC 5300 W 16TH AVE HIALEAH FL 33012 CONTRACT LABOR 579446 CHENEY BROTHERS INC 240 SW 32ND STREET FORT LAUDERDALE FL 33315 FOOD SERVICE 141636 2 0 0 0 0 3805 3805 198 198 4003 0 4003 0 158411 1427205 0 59401 158411 1486606 172783 3454405 4771932 3627188 4771932 X -3468777 -3285326 -3468777 -3285326 158411 1486606 X -4003 29671 157783 X X 0 0 0 X 47615 760430 78029 886074 6315064 5781314 6240520 6450129 0 24787027 6362679 6541744 6318549 6450129 25673101 0 0 0 25673101 31236 31236 6393915 6541744 6318549 6450129 25704337 0.99880 0.99830 0.00000 X 1 8249 8249 0 0 0 DUE TO RELATED PARTIES 4771932 4771932 X 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, 2024 THE FUND BALANCE APPROXIMATED $0, AND JUNE 30, 2023 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. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES TO DOS HEALTH MANAGEMENT, 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 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 FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS 157,783. 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 SKILLED NURSING FACILITY FL 501(C)(3) LINE 10 N/A 0 EPWORTH VILLAGE INC 5300 WEST 16TH AVENUE HIALEAH FL 33012 590589990 FUND RAISING FOR RELATED TAX-EXEMPT ORGANIZATIONS FL 501(C)(3) LINE 12B, II N/A 0 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 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0