Civic Intelligence

Aldersgate Retirement Inc.

990 • Fiscal year 2019 • EIN 16-1676095

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 17, 2020

Organization ProfileWWW.EPWORTHVILLAGE.NET

View Organization Page

5300 W 16th AvenueHialeah, FL 33012

(305) 556-5654

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.48x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

78th percentile

0.76x

Higher debt load relative to revenue than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

31st percentile

-2.3%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-0.4%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$3,254,293

Up $221,134 (+7.3%) from 2018

Net Assets

Down

-$1,570,231

Down $142,830 (-10%) from 2018

Liabilities

Up

$4,824,524

Up $363,964 (+8.2%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin31st percentile

Revenue

Down

$6,337,293

Down $28,215 (-0.4%) from 2018

Expenses

Up

$6,480,123

Up $258,789 (+4.2%) from 2018

Net Income

Down

-$142,830

Down $287,004 (-199%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2010: $506,245Liabilities 2010: $635,769Net Assets 2010: -$129,5242010Assets 2011: $812,213Liabilities 2011: $769,821Net Assets 2011: $42,3922011Assets 2012: $1,192,707Liabilities 2012: $743,937Net Assets 2012: $448,7702012Assets 2013: $1,848,049Liabilities 2013: $2,261,050Net Assets 2013: -$413,0012013Assets 2014: $1,651,072Liabilities 2014: $2,991,791Net Assets 2014: -$1,340,7192014Assets 2015: $1,219,720Liabilities 2015: $2,756,019Net Assets 2015: -$1,536,2992015Assets 2016: $1,456,782Liabilities 2016: $3,059,837Net Assets 2016: -$1,603,0552016Assets 2017: $2,448,203Liabilities 2017: $4,019,778Net Assets 2017: -$1,571,5752017Assets 2018: $3,033,159Liabilities 2018: $4,460,560Net Assets 2018: -$1,427,4012018Assets 2019: $3,254,293Liabilities 2019: $4,824,524Net Assets 2019: -$1,570,2312019Assets 2020: $4,412,095Liabilities 2020: $6,378,618Net Assets 2020: -$1,966,5232020Assets 2021: $3,351,583Liabilities 2021: $5,941,402Net Assets 2021: -$2,589,8192021Assets 2022: $2,593,733Liabilities 2022: $6,327,524Net Assets 2022: -$3,733,7912022Assets 2023: $158,411Liabilities 2023: $3,627,188Net Assets 2023: -$3,468,7772023Assets 2024: $1,486,606Liabilities 2024: $4,771,932Net Assets 2024: -$3,285,3262024

Highlighted filing

2019

Assets$3,254,293
Liabilities$4,824,524
Net Assets-$1,570,231
Open 2019 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,956,1502010Revenue 2011: $4,527,425Expenses 2011: $4,355,509Net Income 2011: $171,9162011Revenue 2012: $5,378,470Expenses 2012: $4,972,092Net Income 2012: $406,3782012Expenses 2013: $5,247,6862013Revenue 2014: $4,374,510Expenses 2014: $5,302,228Net Income 2014: -$927,7182014Revenue 2015: $5,230,981Expenses 2015: $5,426,561Net Income 2015: -$195,5802015Revenue 2016: $5,731,886Expenses 2016: $5,798,642Net Income 2016: -$66,7562016Revenue 2017: $6,042,614Expenses 2017: $6,011,134Net Income 2017: $31,4802017Revenue 2018: $6,365,508Expenses 2018: $6,221,334Net Income 2018: $144,1742018Revenue 2019: $6,337,293Expenses 2019: $6,480,123Net Income 2019: -$142,8302019Revenue 2020: $6,374,893Expenses 2020: $6,771,185Net Income 2020: -$396,2922020Revenue 2021: $6,541,744Expenses 2021: $7,165,040Net Income 2021: -$623,2962021Revenue 2022: $6,318,103Expenses 2022: $7,462,075Net Income 2022: -$1,143,9722022Revenue 2023: $6,450,129Expenses 2023: $6,185,115Net Income 2023: $265,0142023Revenue 2024: $0Expenses 2024: $4,003Net Income 2024: -$4,0032024

Highlighted filing

2019

Revenue$6,337,293
Expenses$6,480,123
Net Income-$142,830
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 17, 2020
Return Version
2018v3.1
Gross Receipts
$6,337,293
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,345,653$1,675,169▲ $329,516
Land, Buildings, and Equipment, Net$822,492$715,701▼ $106,791
Prepaid Expenses and Deferred Charges$102,972$101,740▼ $1,232
Accounts Receivable$37,060$39,041▲ $1,981
Inventories for Sale or Use$4,530$4,530→ $0
Total Assets$3,033,159$3,254,293▲ $221,134
Other Assets Total$720,452$718,112▼ $2,340
Liabilities
Other Liabilities$3,894,008$4,305,357▲ $411,349
Accounts Payable and Accrued Expenses$541,531$482,837▼ $58,694
Deferred Revenue$25,021$36,330▲ $11,309
Total Liabilities$4,460,560$4,824,524▲ $363,964
Net Assets / Fund Balance
Unrestricted Net Assets$-1,427,401$-1,570,231▼ $142,830
Total Net Assets Fund Balance$-1,427,401$-1,570,231▼ $142,830
Total Liabilities and Net Assets / Fund Balance$3,033,159$3,254,293▲ $221,134

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$649,052$475,155$1,124,207
Equipment$66,649$244,034$310,683
Other Assets Org$524,627--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Judith Pierre-okersonChair/president
Gertrude StewartVice Chair/vice President
Avis BrownDirector
Belinda BaconDirector
Beryl LougachiDirector
Elvira MountainDirector
George FernandezDirector
George PedlarDirector
Kenneth VictorDirector
Lisa WulfDirector
Rev Cynthia WeemsDirector
Rev Rene RamirezDirector
Madelyn Simon LozanoExecutive Director
Ruth McnaughtonSecretary/ Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Dos Health ManagementManagement Company300 SW 71ST ST400, Miami Beach, FL 33141$384,528
Revenue and Support

Revenue Composition

Contributions and Grants
$2,750
Program Service Revenue
$6,311,131
Investment Income
$0
Other Revenue
$23,412
All Other Contributions
$2,750
Change in Net Assets
$-142,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,337,293
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,337,293
Total Revenue per Form 990
$6,337,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,628,866
Other Expenses$2,851,257
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,421,076$333,025-$2,754,101
Occupancy$1,119,790$8,407-$1,128,197
Other Employee Benefits$535,978$79,383-$615,361
Office Expenses$344,771$134,062-$478,833
Fees for Services Management-$325,801-$325,801
Payroll Taxes$177,859$37,859-$215,718
Depreciation Depletion-$113,124-$113,124
Fees for Services Other$37,939$62,645-$100,584
Advertising-$47,613-$47,613
Pension Plan Contributions$27,867$15,819-$43,686
Insurance-$26,457-$26,457
Other Expenses$8,895$10,993-$8,895
Conferences and Meetings-$2,168-$2,168
Travel$84--$84
Total Functional Expenses$5,282,767$1,197,356$0$6,480,123

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,480,123
Total Expenses per Audited Statements$6,480,123
Total Expenses per Form 990$6,480,123
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kelly Rice-schildFormr Board DirectorPharmacy ServicesNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Intercompany$3,778,710
Security Deposits$524,627
Other Liabilities$2,020
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Aldersgate Retirement Inc
EIN
16-1676095
Phone
3055565654
Address
5300 W 16TH AVENUE, HIALEAH, FL 33012

Signing Officer

Name
Madelyn Simon Lozano
Title
Executive Director
Phone
3055565654
Signed
2020-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Madelyn Simon Lozano
Formed
2003
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
178
Volunteers
16

Preparer

Firm
Msl Pa
Address
500 E BROWARD BLVD SUITE 1550, FORT LAUDERDALE, FL 33394
Preparer
Norman B Neal CPA
Phone
9548478910
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
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IRS990/OccupancyGrp/TotalAmt01128197
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IRS990/OfficeExpensesGrp/TotalAmt0478833
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IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt079383
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0535978
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0615361
IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN SUPPLI
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2PROVISION FOR DOUBTFUL
IRS990/OtherExpensesGrp/Desc3PERSONAL CARE COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010993
IRS990/OtherExpensesGrp/ProgramServicesAmt0524723
IRS990/OtherExpensesGrp/ProgramServicesAmt183785
IRS990/OtherExpensesGrp/ProgramServicesAmt28895
IRS990/OtherExpensesGrp/TotalAmt0524723
IRS990/OtherExpensesGrp/TotalAmt183785
IRS990/OtherExpensesGrp/TotalAmt210993
IRS990/OtherExpensesGrp/TotalAmt38895
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02421076
IRS990/OtherSalariesAndWagesGrp/TotalAmt02754101
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037859
IRS990/PayrollTaxesGrp/ProgramServicesAmt0177859
IRS990/PayrollTaxesGrp/TotalAmt0215718
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015819
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027867
IRS990/PensionPlanContributionsGrp/TotalAmt043686
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0102972
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101740
IRS990/PrincipalOfficerNm0MADELYN SIMON LOZANO
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYTotalRevenueAmt06365508
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-142830
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06334543
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt063708
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06298007
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05996453
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt029520797
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0556743
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IRS990ScheduleD/EndingBalanceAmt0524627
IRS990ScheduleD/EquipmentGrp/BookValueAmt066649
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0310683
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06480123
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1141249
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2524627
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DUE FROM LANDLORD
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02020
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13778710
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,254,293
Liabilities
$4,824,524
Net assets
-$1,570,231
Revenue
$6,337,293
Expenses
$6,480,123
Net income
-$142,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$4.77$3.29$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$3.63$3.47$6.45$6.19$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.59$6.33$3.73$6.32$7.46$1.14
2021Detailed filing. Detailed filing data is available for this year.$3.35$5.94$2.59$6.54$7.17$0.62
2020Detailed filing. Detailed filing data is available for this year.$4.41$6.38$1.97$6.37$6.77$0.40
2019Detailed filing. Detailed filing data is available for this year.$3.25$4.82$1.57$6.34$6.48$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.03$4.46$1.43$6.37$6.22$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.45$4.02$1.57$6.04$6.01$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.46$3.06$1.60$5.73$5.80$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.22$2.76$1.54$5.23$5.43$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.65$2.99$1.34$4.37$5.30$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$2.26$0.41$5.25
2012Summary only. Only limited summary data is available for this year.$1.19$0.74$0.45$5.38$4.97$0.41
2011Summary only. Only limited summary data is available for this year.$0.81$0.77$0.04$4.53$4.36$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.64$0.13$3.96