2024-05-14T10:31:18-05:00 2023-06-30 571157523 Aprio LLP 1200 Corporate Dr Suite 200 Birmingham AL 35242 990 2022-07-01 630878984 Epworth House A Methodist Home for the Aging Inc EPWO 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Mike Faulkner CFO 2059512442 2024-05-14 1 Mike Faulkner 999009999 1 Stacy Cullen P00974308 2059915506 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Christopher W Tomlin 1520 Cooper Hill Road Birmingham AL 35210 618799 0 X N/A X 1986 AL Subsidized Housing for the elderly. 4 4 9 4 0 0 0 18054 565295 599916 16 107 30131 722 595442 618799 0 0 0 0 185821 187320 0 0 0 421990 386741 607811 574061 -12369 44738 1297552 1247933 2362578 2268221 -1065026 -1020288 To provide subsidized housing for the elderly. 0 0 533348 600638 Housing provided for elderly and economically disadvantaged. Project financing was with HUD section 207 funds. HUD section 8 program assistance provided to low income individuals. 533348 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Mike Faulkner 2059512442 1520 Cooper Hill Road Birmingham AL 35210 Dr John Ed Mathison President 0.00 X X 0 0 0 William C Allison Vice President 0.00 X X 0 0 0 Marty Clark Secretary 0.00 X X 0 0 0 Christopher W Tomlin President & CEO 1.00 50.00 X 0 384204 0 0 384204 0 0 0 1 0 0 18054 18054 Tenants Assistance Pay 531110 442666 442666 Rental Income 531110 157250 157250 599916 107 107 Miscellaneous Revenue 531110 722 722 722 618799 600638 0 107 161223 161223 13513 13513 12584 12584 25163 25163 15550 15550 7688 7688 201450 201450 79313 79313 23481 23481 Operating/Maintenance E 16958 16958 Financial Fees 11896 11896 Other Expenses 5242 5242 574061 533348 40713 0 13074 3511 36800 4924 29933 30819 3013081 2023590 1036956 989491 180789 219188 1297552 1247933 131421 90558 1875947 1821434 355210 356229 2362578 2268221 X -1065026 -1020288 -1065026 -1020288 1297552 1247933 44738 0 X X 0 1 X 1 1 1 X 18054 18054 578747 598997 581631 565305 600637 2925317 578747 598997 581631 565305 618691 2943371 0 0 0 2943371 25 16 16 6 107 170 25 16 16 6 107 170 578772 599013 581647 565311 618798 2943541 0.99990 1.00000 0.00010 X 130000 130000 2491981 1746566 745415 306745 201451 105294 84355 75573 8782 989491 Security Deposit held in Trust 13544 Escrow Deposits 6509 Reserve For Replacement 128409 Unamortized Debt Issuance Cost 70726 219188 Tenant Security Deposits 11321 Notes Payable-Surplus Cash 261671 Other Loans & Notes Payable 83237 356229 X 618799 0 618799 0 618799 574061 0 574061 0 574061 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 2019. X X X X 0 1 0 0 0 0 0 0 0 Christopher W Tomlin President & CEO 0 384204 0 0 0 0 0 0 0 0 0 384204 0 0 Part I, Line 3 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. Epworth House Officers are not compensated. Part I, Line 4b Christhopher Tomlin $20,496 in Nonqualified benefits. 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 executive 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. Form 990, Part XII, Line 2c: The Organization hs not changed any processes from prior year. Methodist Home for the Aging 1521 Cooper Hill Road Birmingham AL 35210 630376518 Retirement AL 501c Line 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Methodist Home for the Aging M 25163 Actual Value