Skip to content
ProPublica Donate
ProPublica Donate

Aldersgate Retirement Inc

Epworth Village Retirement Comm

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$6.45M (2023)

Expenses
$6.19M (2023)

Total Assets
$158k (2023)

Total Liabilities
$3.63M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,450,129
Expenses
$6,185,115
Net Income
$265,014
Net Assets
-$3,468,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,450,129
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,000
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,051,839
49.3%
Assets/Debt
Total Assets $158,411
Total Liabilities $3,627,188
Net Assets -$3,468,777
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rossario Garcia (Director Of Nursing) $118,327 $0 $0
Madelyn Simon Lozano (Executive Director) $12,000 $0 $0
Elvira Mountain (Chair) $0 $0 $0
Judith Pierre Okerson (Director) $0 $0 $0
Victoria Randolph (Director) $0 $0 $0
Rev Audrey Warren (Director) $0 $0 $0
Belinda Bacon (Director) $0 $0 $0
Paul Moskowitz (Director) $0 $0 $0
Rev Rene Ramirez (Director) $0 $0 $0
Rev Cynthia Weems (Director) $0 $0 $0
Linda Lom (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,318,103
Expenses
$7,462,075
Net Income
-$1,143,972
Net Assets
-$3,733,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,029
1.2%
Program Services $6,240,074
98.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,474,387
46.6%
Assets/Debt
Total Assets $2,593,733
Total Liabilities $6,327,524
Net Assets -$3,733,791
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ana Duran (Administrator) $92,309 $0 $0
Madelyn Simon Lozano (Executive Director) $12,000 $0 $0
Elvira Mountain (Chair) $0 $0 $0
Robert Ladner (Treasurer) $0 $0 $0
Ruth Mcnaughton (Secretary) $0 $0 $0
Belinda Bacon (Director) $0 $0 $0
Linda Lom (Director) $0 $0 $0
Paul Moskowitz (Director) $0 $0 $0
Barbara Perez Deppman (Director) $0 $0 $0
Judith Pierre Okerson (Director) $0 $0 $0
Rev Rene Ramirez (Director/Chaplain) $0 $0 $0
Victoria Randolph (Director) $0 $0 $0
Jessica Rodriguez (Director) $0 $0 $0
Rev Carlos Salabaria (Director) $0 $0 $0
Rev Audrey Warren (Director) $0 $0 $0
Rev Cynthia Weems (Director) $0 $0 $0
Kenneth Victor (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,541,744
Expenses
$7,165,040
Net Income
-$623,296
Net Assets
-$2,589,819
Notable Sources of Revenue Percent of Total Revenue
Contributions $760,430
11.6%
Program Services $5,781,314
88.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $129,244
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,050,690
42.6%
Assets/Debt
Total Assets $3,351,583
Total Liabilities $5,941,402
Net Assets -$2,589,819
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ana Duran (Administrator) $104,486 $0 $24,758
Judith Pierre Okerson (Chair/President) $0 $0 $0
Gertrude Stewart (Vice Chair (Ending 02/2021)) $0 $0 $0
Ruth Mcnaughton (Secretary) $0 $0 $0
Elvira Mountain (Vice Chair (Beg. 02/2021)) $0 $0 $0
Kenneth Victor (Treasurer) $0 $0 $0
Robert Ladner (Treasurer) $0 $0 $0
Rev Rene Ramirez (Director/Chaplain) $0 $0 $0
Rev Carlos Salabaria (Director) $0 $0 $0
Jessica Rodriguez (Director) $0 $0 $0
Rev Cynthia Weems (Director) $0 $0 $0
Belinda Bacon (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Linda Lom (Director (Beg. 02/2021)) $0 $0 $0
Barbara Deppman Perez (Director) $0 $0 $0
Madelyn Simon Lozano (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,374,893
Expenses
$6,771,185
Net Income
-$396,292
Net Assets
-$1,966,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,615
0.7%
Program Services $6,315,064
99.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$11,000
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,214
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $96,945
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,826,914
41.7%
Assets/Debt
Total Assets $4,412,095
Total Liabilities $6,378,618
Net Assets -$1,966,523
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ana Duran (Administrator) $77,815 $0 $23,977
Judith Pierre Okerson (Chair/President) $0 $0 $0
Gertrude Stewart (Vice Chair/Vice President) $0 $0 $0
Ruth Mcnaughton (Secretary) $0 $0 $0
Kenneth Victor (Treasurer) $0 $0 $0
Belinda Bacon (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Barbara Deppman Perez (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Elvira Mountain (Director) $0 $0 $0
Rev Rene Ramirez (Director) $0 $0 $0
Rev Cynthia Weems (Director) $0 $0 $0
Jessica Rodriguez (Director) $0 $0 $0
Rev Carlos Salabaria (Director) $0 $0 $0
Madelyn Simon Lozano (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,337,293
Expenses
$6,480,123
Net Income
-$142,830
Net Assets
-$1,570,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,750
0.0%
Program Services $6,311,131
99.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,412
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,754,101
42.5%
Assets/Debt
Total Assets $3,254,293
Total Liabilities $4,824,524
Net Assets -$1,570,231
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Judith Pierre Okerson (Chair/President) $0 $0 $0
Gertrude Stewart (Vice Chair/Vice President) $0 $0 $0
Ruth Mcnaughton (Secretary/ Treasurer) $0 $0 $0
Belinda Bacon (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
George Fernandez (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Elvira Mountain (Director) $0 $0 $0
George Pedlar (Director) $0 $0 $0
Rev Rene Ramirez (Director) $0 $0 $0
Kenneth Victor (Director) $0 $0 $0
Lisa Wulf (Director) $0 $0 $0
Rev Cynthia Weems (Director) $0 $0 $0
Madelyn Simon Lozano (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,365,508
Expenses
$6,221,334
Net Income
$144,174
Net Assets
-$1,427,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,150
0.4%
Program Services $6,298,007
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,914
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,437
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,798,730
45.0%
Assets/Debt
Total Assets $3,033,159
Total Liabilities $4,460,560
Net Assets -$1,427,401
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jonah Pruitt (President) $0 $0 $0
Dennis Nichols (Vice President) $0 $0 $0
Gertrude Stewart (Secretary) $0 $0 $0
Ruth Mcnaughton (Treasurer) $0 $0 $0
Judith Pierre Okerson (Chair) $0 $0 $0
Jake Roudenbush (Director) $0 $0 $0
Cynthia Weems (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Elvira Mountain (Director) $0 $0 $0
George Fernandez (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Nick Antonacci (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,042,614
Expenses
$6,011,134
Net Income
$31,480
Net Assets
-$1,571,575
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,350
0.1%
Program Services $5,996,453
99.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $36,700
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,111
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,805,903
46.7%
Assets/Debt
Total Assets $2,448,203
Total Liabilities $4,019,778
Net Assets -$1,571,575
Compensation
Key Employees and Officers Compensation Related Other
Ana Duran (Administrator) $82,081 $0 $4,365
Jonah Pruitt (President) $0 $0 $0
Gertrude Stewart (Secretary) $0 $0 $0
Dennis Nichols (Treasurer) $0 $0 $0
Nick Antonacci (Executive Director) $0 $0 $0
Cynthia Weems (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Ruth Mcnaughton (Director) $0 $0 $0
Elvira Mountain (Director) $0 $0 $0
Judith Pierre Okerson (Director) $0 $0 $0
George Fernandez (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Jake Roudenbush (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,731,886
Expenses
$5,798,642
Net Income
-$66,756
Net Assets
-$1,603,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,625
1.2%
Program Services $5,672,331
99.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$26,152
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,082
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,634,984
45.4%
Assets/Debt
Total Assets $1,456,782
Total Liabilities $3,059,837
Net Assets -$1,603,055
Compensation
Key Employees and Officers Compensation Related Other
Ana Duran (Administrator) $78,175 $0 $0
Jonah Pruitt (President) $0 $0 $0
Gertrude Stewart (Secretary) $0 $0 $0
Dennis Nichols (Treasurer) $0 $0 $0
Cynthia Weems (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Mary Cay Blanks (Director) $0 $0 $0
Michelle Dunaj Lucking (Director) $0 $0 $0
George Fernandez (Director) $0 $0 $0
Harry Jordan (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Jake Roudenbush (Director) $0 $0 $0
Rene Ramirez (Director) $0 $0 $0
Tasha Smith (Director) $0 $0 $0
Guillermo Sanchez (Director) $0 $0 $0
Nick Antonacci (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,230,981
Expenses
$5,426,561
Net Income
-$195,580
Net Assets
-$1,536,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,675
0.1%
Program Services $5,178,882
99.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $42,903
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,521
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,518,222
46.4%
Assets/Debt
Total Assets $1,219,720
Total Liabilities $2,756,019
Net Assets -$1,536,299
Compensation
Key Employees and Officers Compensation Related Other
Cynthia Weems (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Mary Cay Blanks (Director) $0 $0 $0
Michelle Dunaj Lucking (Director) $0 $0 $0
Rev Guillermo Sanchez (President) $0 $0 $0
George Fernandez (Director) $0 $0 $0
Harry Jordan (Director) $0 $0 $0
Beryl Lougachi (Director) $0 $0 $0
Jonah Pruitt (Director) $0 $0 $0
Rev Rene Ramirez (Director) $0 $0 $0
Tasha Smith (Director) $0 $0 $0
Jake Roudenbush (Director) $0 $0 $0
Gertrude Stewart (Secretary) $0 $0 $0
Nick Antonacci (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,374,510
Expenses
$5,302,228
Net Income
-$927,718
Net Assets
-$1,340,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
0.2%
Program Services $4,332,080
99.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,514
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,916
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,283,939
43.1%
Assets/Debt
Total Assets $1,651,072
Total Liabilities $2,991,791
Net Assets -$1,340,719
Compensation
Key Employees and Officers Compensation Related Other
Middalia Israel (Administrator) $113,652 $0 $0
William Jacobs (President) $0 $0 $0
Paul Landrum (Treasurer) $0 $0 $0
Gertrude Stewart (Secretary) $0 $0 $0
Craig W Nelson (Director) $0 $0 $0
Avis Brown (Director) $0 $0 $0
Lyn Farr (Vice President) $0 $0 $0
Marlene Lieberman (Director) $0 $0 $0
Odette Lightbourne (Director) $0 $0 $0
Tasha L Smith (Director) $0 $0 $0
Maria Rego (Director) $0 $0 $0
Jake Roudenbush (Director) $0 $0 $0
Rev Guillermo Sanchez (Director) $0 $0 $0
Jean Taxis (Director) $0 $0 $0
Nick Antonacci (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,385,915
Expenses
$5,247,686
Net Income
-$861,771
Net Assets
-$413,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,500
0.4%
Program Services $4,356,574
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,717
0.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,124
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,063,811
39.3%
Assets/Debt
Total Assets $1,848,049
Total Liabilities $2,261,050
Net Assets -$413,001

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,378,470
Expenses
$4,972,092
Net Income
$406,378
Net Assets
$448,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,278
0.0%
Program Services $3,804,957
70.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,326
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,538,909
28.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,709,391
34.4%
Assets/Debt
Total Assets $1,192,707
Total Liabilities $743,937
Net Assets $448,770

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,527,425
Expenses
$4,355,509
Net Income
$171,916
Net Assets
$42,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,880
0.1%
Program Services $3,288,083
72.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,693
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,219,769
26.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,269,972
29.2%
Assets/Debt
Total Assets $812,213
Total Liabilities $769,821
Net Assets $42,392

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »