Civic Intelligence

Epworth House a Methodist Home for the Aging Inc

EIN 63-0878984 • 501(c)3 • Birmingham, AL

Profile

SUBSIDIZED HOUSING

1520 Cooper Hill RoadBirmingham, AL 35210

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.78x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

3.47x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$417,254

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 65.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.3%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

3.8%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,251,496

Up $3,563 (+0.3%) from 2023

Liabilities

Down

$2,231,600

Down $36,621 (-1.6%) from 2023

Net Assets

Up

-$980,104

Up $40,184 (+3.9%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin54th percentile

Revenue

Up

$642,297

Up $23,498 (+3.8%) from 2023

Expenses

Up

$602,113

Up $28,052 (+4.9%) from 2023

Net Income

Down

$40,184

Down $4,554 (-10%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $1,806,927Liabilities 2011: $2,709,244Net Assets 2011: -$902,3172011Assets 2012: $1,760,948Liabilities 2012: $2,690,661Net Assets 2012: -$929,7132012Assets 2013: $1,706,612Liabilities 2013: $2,663,282Net Assets 2013: -$956,6702013Assets 2014: $1,647,277Liabilities 2014: $2,612,003Net Assets 2014: -$964,7262014Assets 2015: $1,615,426Liabilities 2015: $2,569,256Net Assets 2015: -$953,8302015Assets 2016: $1,586,287Liabilities 2016: $2,524,622Net Assets 2016: -$938,3352016Assets 2017: $1,507,827Liabilities 2017: $2,510,819Net Assets 2017: -$1,002,9922017Assets 2018: $1,447,622Liabilities 2018: $2,483,335Net Assets 2018: -$1,035,7132018Assets 2019: $1,408,665Liabilities 2019: $2,457,719Net Assets 2019: -$1,049,0542019Assets 2020: $1,367,849Liabilities 2020: $2,398,216Net Assets 2020: -$1,030,3672020Assets 2021: $1,338,603Liabilities 2021: $2,391,260Net Assets 2021: -$1,052,6572021Assets 2022: $1,297,552Liabilities 2022: $2,362,578Net Assets 2022: -$1,065,0262022Assets 2023: $1,247,933Liabilities 2023: $2,268,221Net Assets 2023: -$1,020,2882023Assets 2024: $1,251,496Liabilities 2024: $2,231,600Net Assets 2024: -$980,1042024

Highlighted filing

2024

Assets$1,251,496
Liabilities$2,231,600
Net Assets-$980,104
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $557,7142011Expenses 2012: $573,6362012Expenses 2013: $567,1512013Revenue 2014: $559,945Expenses 2014: $568,001Net Income 2014: -$8,0562014Revenue 2015: $569,188Expenses 2015: $558,292Net Income 2015: $10,8962015Revenue 2016: $576,114Expenses 2016: $560,619Net Income 2016: $15,4952016Revenue 2017: $579,809Expenses 2017: $644,466Net Income 2017: -$64,6572017Revenue 2018: $576,963Expenses 2018: $609,684Net Income 2018: -$32,7212018Revenue 2019: $578,747Expenses 2019: $592,088Net Income 2019: -$13,3412019Revenue 2020: $598,997Expenses 2020: $580,310Net Income 2020: $18,6872020Revenue 2021: $581,631Expenses 2021: $603,921Net Income 2021: -$22,2902021Revenue 2022: $595,442Expenses 2022: $607,811Net Income 2022: -$12,3692022Revenue 2023: $618,799Expenses 2023: $574,061Net Income 2023: $44,7382023Revenue 2024: $642,297Expenses 2024: $602,113Net Income 2024: $40,1842024

Highlighted filing

2024

Revenue$642,297
Expenses$602,113
Net Income$40,184
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,251,496
Liabilities
$2,231,600
Net assets
-$980,104
Revenue
$642,297
Expenses
$602,113
Net income
$40,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$2.23$0.98$0.64$0.60$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.25$2.27$1.02$0.62$0.57$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.30$2.36$1.07$0.60$0.61$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.34$2.39$1.05$0.58$0.60$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.37$2.40$1.03$0.60$0.58$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.41$2.46$1.05$0.58$0.59$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.45$2.48$1.04$0.58$0.61$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.51$2.51$1.00$0.58$0.64$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.59$2.52$0.94$0.58$0.56$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.62$2.57$0.95$0.57$0.56$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.65$2.61$0.96$0.56$0.57$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$2.66$0.96$0.57
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$2.69$0.93$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$2.71$0.90$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$642,297
Mission and Program Overview

Mission

SUBSIDIZED HOUSING

Subsidized housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$989,491$1,061,725▲ $72,234
Prepaid Expenses and Deferred Charges$30,819$35,427▲ $4,608
Accounts Receivable$4,924$7,531▲ $2,607
Cash and Non-Interest-Bearing Accounts$3,511$4,990▲ $1,479
Total Assets$1,247,933$1,251,496▲ $3,563
Other Assets Total$219,188$141,823▼ $77,365
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,821,434$1,764,523▼ $56,911
Other Liabilities$356,229$373,690▲ $17,461
Accounts Payable and Accrued Expenses$90,558$93,387▲ $2,829
Total Liabilities$2,268,221$2,231,600▼ $36,621
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,020,288$-980,104▲ $40,184
Total Net Assets Fund Balance$-1,020,288$-980,104▲ $40,184
Total Liabilities and Net Assets / Fund Balance$1,247,933$1,251,496▲ $3,563

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$850,612$1,881,418$2,732,030
Equipment$73,503$197,505$271,008
Land$130,000-$130,000
Other Land Buildings$7,610$35,720$43,330
Other Assets Org$67,241--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Dr John Ed MathisonPresident
Christopher W TomlinPresident & CEO
William C AllisonVice President
Marty ClarkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$640,791
Investment Income
$95
Other Revenue
$1,411
Change in Net Assets
$40,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$642,297
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$642,297
Total Revenue per Form 990
$642,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,204
Salaries, Compensation, and Employee Benefits$190,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$168,904--$168,904
Occupancy$126,486--$126,486
Depreciation Depletion$94,538--$94,538
Interest$76,398--$76,398
Fees for Services Management-$26,287-$26,287
Insurance$25,647--$25,647
Fees for Services Accounting-$24,585-$24,585
Payroll Taxes$12,784--$12,784
Other Employee Benefits$9,221--$9,221
Other Expenses$4,912--$4,912
Office Expenses$4,106--$4,106
Total Functional Expenses$551,241$50,872$0$602,113

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$602,113
Total Expenses per Audited Statements$602,113
Total Expenses per Form 990$602,113
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable-surplus Cash$261,671
Other Loans & Notes Payable$100,340
Tenant Security Deposits$11,679
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“Epworth house has a hud approved management contract with methodist home for the aging (the sponsor and controlling entity). Epworth house board/officers are appointed by the board of methodist home for the aging a 501(c)3 not for profit corporation organized to provide long term care for the aging.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by the methodist home for the aging exectuive staff and epworth house officers.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy-all interested persons must sign an annual conflict of interest statement. A conflict of interest committee was appointed by the methodist home for the aging board to monitor and enforce conflict of interest issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top officials - the finance committee of the board of the methodist home for the aging shall set the compensation for the executive staff. The executive staff shall recommend compensation for key employees and staff at all the facilities. The recommendations are reviewed, approved or modified by the finance committee. Compensation process for officers- epworth house officers are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - by appointment, examination can be made at 1520 cooper hill road, birmingham, al 35210”

Filing and Contact Details

Filer

Filer Name
Epworth House
EIN
63-0878984
Phone
2059512442
Address
1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210

Signing Officer

Name
Mike Faulkner
Title
CFO
Phone
2059512442
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher W Tomlin
Formed
1986
Legal Domicile
Al
Voting Board Members
4
Independent Board Members
4
Employees
9
Volunteers
4

Preparer

Firm
Cri Advisors LLC
Address
1601 2ND AVENUE EAST, ONEONTA, AL 35121
Preparer
Jonathan D Thomas
Phone
2055176914
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed any processes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Epworth is organized and operated exclusively for charitable, not-for-profit purposes. The internal revenue service has, in prior years, issued its determination letter reflecting that epworth is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Therefore, no income tax provision has been included in the financial statements. Epworth is no longer subject to income tax examinations for fiscal years up to and including 2020.”

Raw XML AppendixShowing 400 of 486 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt090558
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt093387
IRS990/AccountsReceivableGrp/BOYAmt04924
IRS990/AccountsReceivableGrp/EOYAmt07531
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUBSIDIZED HOUSING FOR THE ELDERLY.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIKE FAULKNER
IRS990/BooksInCareOfDetail/PhoneNum02059512442
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01520 COOPER HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03511
IRS990/CashNonInterestBearingGrp/EOYAmt04990
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095
IRS990/CYOtherExpensesAmt0411204
IRS990/CYOtherRevenueAmt01411
IRS990/CYProgramServiceRevenueAmt0640791
IRS990/CYRevenuesLessExpensesAmt040184
IRS990/CYSalariesCompEmpBnftPaidAmt0190909
IRS990/CYTotalExpensesAmt0602113
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0642297
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt094538
IRS990/DepreciationDepletionGrp/TotalAmt094538
IRS990/Desc0HOUSING PROVIDED FOR ELDERLY AND ECONOMICALLY DISADVANTAGED. PROJECT FINANCING WAS WITH HUD SECTION 207 FUNDS. HUD SECTION 8 PROGRAM ASSISTANCE PROVIDED TO LOW INCOME INDIVIDUALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0551241
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024585
IRS990/FeesForServicesAccountingGrp/TotalAmt024585
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt026287
IRS990/FeesForServicesManagementGrp/TotalAmt026287
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DR JOHN ED MATHISON
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM C ALLISON
IRS990/Form990PartVIISectionAGrp/PersonNm2MARTY CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTOPHER W TOMLIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3417254
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT & CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0642297
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt025647
IRS990/InsuranceGrp/TotalAmt025647
IRS990/InterestGrp/ProgramServicesAmt076398
IRS990/InterestGrp/TotalAmt076398
IRS990/InvestmentIncomeGrp/ExclusionAmt095
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02114643
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0989491
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01061725
IRS990/LandBldgEquipCostOrOtherBssAmt03176368
IRS990/LegalDomicileStateCd0AL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUBSIDIZED HOUSING FOR THE ELDERLY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01821434
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01764523
IRS990/NetAssetsOrFundBalancesBOYAmt0-1020288
IRS990/NetAssetsOrFundBalancesEOYAmt0-980104
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1020288
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-980104
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0126486
IRS990/OccupancyGrp/TotalAmt0126486
IRS990/OfficeExpensesGrp/ProgramServicesAmt04106
IRS990/OfficeExpensesGrp/TotalAmt04106
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0219188
IRS990/OtherAssetsTotalGrp/EOYAmt0141823
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09221
IRS990/OtherExpensesGrp/Desc0OPERATING/MAINTENANCE E
IRS990/OtherExpensesGrp/Desc1FINANCIAL FEES
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt020290
IRS990/OtherExpensesGrp/ProgramServicesAmt17955
IRS990/OtherExpensesGrp/ProgramServicesAmt24912
IRS990/OtherExpensesGrp/TotalAmt020290
IRS990/OtherExpensesGrp/TotalAmt17955
IRS990/OtherExpensesGrp/TotalAmt24912
IRS990/OtherLiabilitiesGrp/BOYAmt0356229
IRS990/OtherLiabilitiesGrp/EOYAmt0373690
IRS990/OtherRevenueMiscGrp/BusinessCd0531110
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01411
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01411
IRS990/OtherRevenueTotalAmt01411
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0168904
IRS990/OtherSalariesAndWagesGrp/TotalAmt0168904
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt012784
IRS990/PayrollTaxesGrp/TotalAmt012784
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030819
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035427
IRS990/PrincipalOfficerNm0CHRISTOPHER W TOMLIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/Desc0TENANT ASSISTANCE PAYM
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/Desc3VACANCY LOSSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0466536
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1229510
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22790
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3-58045
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0466536
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1229510
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22790
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-58045
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018054
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0107
IRS990/PYOtherExpensesAmt0386741
IRS990/PYOtherRevenueAmt0722
IRS990/PYProgramServiceRevenueAmt0599916
IRS990/PYRevenuesLessExpensesAmt044738
IRS990/PYSalariesCompEmpBnftPaidAmt0187320
IRS990/PYTotalExpensesAmt0574061
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0618799
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt040184
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0642202
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt018054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0107
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0640791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0599916
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0565305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0581631
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0598997
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02986640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0107
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0240
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01411
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0722
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02133
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99920
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt03004694
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0640791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0617970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0565305
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0581631
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0598997
IRS990ScheduleA/Total509Grp/TotalAmt03004694
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0642297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0618799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0565311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0581647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0599013
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03007067
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0850612
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01881418
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02732030
IRS990ScheduleD/EquipmentGrp/BookValueAmt073503
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0197505
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0271008
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0602113
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt013309
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16150
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt255123
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt367241
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS HELD IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2RESERVE FOR REPLACEMENT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3UNAMORTIZED DEBT ISSUANCE COST
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07610
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035720
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt043330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011679
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1261671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2100340
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NOTES PAYABLE-SURPLUS CASH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER LOANS & NOTES PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0642297
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EPWORTH IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, NOT-FOR-PROFIT PURPOSES. THE INTERNAL REVENUE SERVICE HAS, IN PRIOR YEARS, ISSUED ITS DETERMINATION LETTER REFLECTING THAT EPWORTH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. EPWORTH IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS UP TO AND INCLUDING 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01061725
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0141823
IRS990ScheduleD/TotalExpensesPerForm990Amt0602113
IRS990ScheduleD/TotalLiabilityAmt0373690
IRS990ScheduleD/TotalRevenuePerForm990Amt0642297
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0642297
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0602113
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0417254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTOPHER W TOMLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0417254
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION PROCESS FOR TOP OFFICIALS - THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. EPWORTH HOUSE OFFICERS ARE NOT COMPENSATED. PART I, LINE 4B: CHRISTOPHER TOMLIN $22,500 IN NONQUALIFIED BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EPWORTH HOUSE HAS A HUD APPROVED MANAGEMENT CONTRACT WITH METHODIST HOME FOR THE AGING (THE SPONSOR AND CONTROLLING ENTITY). EPWORTH HOUSE BOARD/OFFICERS ARE APPOINTED BY THE BOARD OF METHODIST HOME FOR THE AGING A 501(C)3 NOT FOR PROFIT CORPORATION ORGANIZED TO PROVIDE LONG TERM CARE FOR THE AGING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE METHODIST HOME FOR THE AGING EXECTUIVE STAFF AND EPWORTH HOUSE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF CONFLICTS POLICY-ALL INTERESTED PERSONS MUST SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. A CONFLICT OF INTEREST COMMITTEE WAS APPOINTED BY THE METHODIST HOME FOR THE AGING BOARD TO MONITOR AND ENFORCE CONFLICT OF INTEREST ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION PROCESS FOR TOP OFFICIALS - THE FINANCE COMMITTEE OF THE BOARD OF THE METHODIST HOME FOR THE AGING SHALL SET THE COMPENSATION FOR THE EXECUTIVE STAFF. THE EXECUTIVE STAFF SHALL RECOMMEND COMPENSATION FOR KEY EMPLOYEES AND STAFF AT ALL THE FACILITIES. THE RECOMMENDATIONS ARE REVIEWED, APPROVED OR MODIFIED BY THE FINANCE COMMITTEE. COMPENSATION PROCESS FOR OFFICERS- EPWORTH HOUSE OFFICERS ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - BY APPOINTMENT, EXAMINATION CAN BE MADE AT 1520 COOPER HILL ROAD, BIRMINGHAM, AL 35210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED ANY PROCESSES FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0METHODIST HOME FOR THE AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630376518
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RETIREMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01521 COOPER HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.