Totals
- Total revenue
- $3,327,547
- Total expenses
- $3,021,335
- Contributions and grants received
- $329,738
- Grants paid
- $0
- Program service revenue
- $2,997,809
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $2,015,975
- Total liabilities, end of year
- $1,040,328
- Net assets or fund balances, end of year
- $975,647
- Program services expenses (Part IX)
- $2,809,161
- Management and general expenses
- $212,174
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,809,161
Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$329,738
-
2a · Program service revenue: HOMECARE
total $2,997,809 · related or exempt $2,997,809
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $2,364,969 · program services $2,364,969
-
8 · Pension plan contributions
total $14,741 · program services $14,741
-
9 · Other employee benefits
total $64,078 · program services $64,078
-
10 · Payroll taxes
total $193,060 · program services $193,060
-
11a · Fees: management
total $168,867 · management and general $168,867
-
11b · Fees: legal
total $162 · program services $162
-
11c · Fees: accounting
total $250 · program services $250
-
11g · Fees: other
total $50,209 · program services $50,209
-
12 · Advertising and promotion
total $9,162 · program services $9,162
-
13 · Office expenses
total $3,137 · program services $3,137
-
17 · Travel
total $1,699 · program services $1,699
-
23 · Insurance
total $3,663 · program services $3,663
-
24a · Other expenses: BAD DEBT
total $89,723 · program services $46,416 · management and general $43,307
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $32,310 · program services $32,310
-
24c · Other expenses: OTHER
total $25,305 · program services $25,305
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $324,245 · end of year $364,164
-
4 · Accounts receivable
beginning of year $1,833,675 · end of year $1,651,811
-
17 · Accounts payable and accrued expenses
beginning of year $404,904 · end of year $148,541
-
25 · Other liabilities
beginning of year $836,137 · end of year $891,787
-
27 · Net assets without donor restrictions
beginning of year $916,879 · end of year $975,647
Mission and programs · 2023
Mission
WE HONOR ELDERS, ALL ELDERS, AND ARE COMMITTED TO CREATING AND FOSTERING DIVERSE, CARING COMMUNITIES WHERE EVERYONE HAS A VOICE AND VALUE.
Activities or mission (Part I)
PROVISION OF EXCELLENT HOME CARE SERVICES FOR ELDERS.
-
WE ARE DEDICATED TO PROVIDING QUALITY, RELIABLE AND COST-EFFECTIVE CARE. OUR TEAM HELPS OUR CLIENTS MAINTAIN AN ACTIVE LIFESTYLE AND INDEPENDENCE TO THE GREATEST EXTENT POSSIBLE IN THE COMFORT OF THEIR OWN HOMES. WE ARE ALSO HERE TO GIVE FAMILY CAREGIVERS ADDED SUPPORT AS NEEDED - PERSONALIZED CARE TO ENSURE THEIR COMFORT, SAFETY, AND PEACE OF MIND.
Expenses $2,809,161 · Revenue $2,997,809
As filed on the 2023 return.
Listed in Part VII
-
Patricia Pat G GarrettPATRICIA PAT G GARRETT
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert Vaughn JrROBERT VAUGHN JR
CHAIR THROUGH 9/23
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Stanley WatkinsSTANLEY WATKINS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kevin McKaneKEVIN MCKANE
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Otto HarrisOTTO HARRIS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jean GossettJEAN GOSSETT
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mandy GrimesMANDY GRIMES
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Bill Jones IIIBILL JONES III
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Tommy LawingTOMMY LAWING
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Fred LongiettiFRED LONGIETTI
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Billy MaddalonBILLY MADDALON
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Gene RobbinsGENE ROBBINS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Irene VogelsongIRENE VOGELSONG
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Judy WiesnerJUDY WIESNER
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sherri WilliamsSHERRI WILLIAMS
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sammy JacksonSAMMY JACKSON
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mike GiangMIKE GIANG
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Suzanne PughSUZANNE PUGH
CEO
- Total calculated
- $281,607
- From this org
- $0
- From related orgs
- $259,755
- Other
- $21,852
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $259,755 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,332 related
- Nontaxable benefits
- $0 + $16,520 related
- Filer's total
- $0 + $281,607 related
-
Molly GriceMOLLY GRICE
EXECUTIVE DIRECTOR
- Total calculated
- $143,824
- From this org
- $130,918
- From related orgs
- $0
- Other
- $12,906
- Hours/week
- 1 + 2 related
-
Kathlene HendrickKATHLENE HENDRICK
COO AND SR. HR DIR
- Total calculated
- $150,254
- From this org
- $0
- From related orgs
- $135,792
- Other
- $14,462
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $135,792 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,751 related
- Nontaxable benefits
- $0 + $11,711 related
- Filer's total
- $0 + $150,254 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ALDERSGATE HOLDINGS INC
501(C)(2) · LAND INVESTMENT · NC
-
ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY INC
501(C)(3) · SENIOR LIVING · NC
-
ALDERSGATE AT SHARON INC (INACTIVE)
501(C)(3) · SENIOR LIVING · NC
-
ALDERSGATE LIFE PLAN SERVICES INC
501(C)(3) · HOLDING COMPANY · NC
-
ALDERSGATE AT SHALOM PARK INC
501(C)(3) · SENIOR LIVING · NC
-
ALDERSGATE FOUNDATION INC (INACTIVE)
501(C)(3) · FOUNDATION · NC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443399349300624
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