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Nonprofiteer
← ALDERSGATE PERSONAL CARE INC

Form 990 for tax year 2023

Filed by ALDERSGATE PERSONAL CARE INC.

Totals

Total revenue
$2,394,300
Total expenses
$2,428,470
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,321,636
Investment income
$72,664
Other revenue
$0
Total assets, end of year
$4,629,927
Total liabilities, end of year
$931,824
Net assets or fund balances, end of year
$3,698,103
Program services expenses (Part IX)
$1,600,559
Management and general expenses
$827,911
Fundraising expenses
$0
Program service expenses (Part III)
$1,600,559

Program services were 65.9% 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.

  • 2a · Program service revenue: RESIDENT RENTALS

    total $2,193,616 · related or exempt $2,193,616

  • 2b · Program service revenue: OTHER SERVICES

    total $90,023 · related or exempt $90,023

  • 2c · Program service revenue: BEAUTY SHOP

    total $22,863 · related or exempt $22,863

  • 2d · Program service revenue: FOOD SERVICE

    total $10,323 · related or exempt $10,323

  • 2e · Program service revenue: GUEST MEALS

    total $3,876 · excluded $3,876

  • 2f · All other program service revenue

    total $935 · related or exempt $935

  • 3 · Investment income

    total $16,607 · excluded $16,607

  • 7a · Gross sales of assets other than inventory

    securities $56,057

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $56,057

  • 7d · Net gain or loss

    total $56,057 · excluded $56,057

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $956,416 · program services $660,159 · management and general $296,257

  • 9 · Other employee benefits

    total $321,905 · management and general $321,905

  • 10 · Payroll taxes

    total $97,399 · program services $75,419 · management and general $21,980

  • 11c · Fees: accounting

    total $9,186 · management and general $9,186

  • 12 · Advertising and promotion

    total $19,181 · management and general $19,181

  • 13 · Office expenses

    total $76,839 · program services $62,962 · management and general $13,877

  • 14 · Information technology

    total $21,291 · management and general $21,291

  • 16 · Occupancy

    total $197,449 · program services $165,238 · management and general $32,211

  • 17 · Travel

    total $12,100 · management and general $12,100

  • 19 · Conferences, conventions and meetings

    total $765 · management and general $765

  • 20 · Interest

    total $28,930 · program services $27,553 · management and general $1,377

  • 22 · Depreciation, depletion and amortization

    total $157,283 · program services $157,283

  • 23 · Insurance

    total $61,444 · program services $24,940 · management and general $36,504

  • 24a · Other expenses: RAW FOOD

    total $320,714 · program services $320,714

  • 24b · Other expenses: MAINTENANCE SERVICES

    total $76,495 · program services $76,495

  • 24c · Other expenses: MEALS

    total $18,621 · program services $18,621

  • 24d · Other expenses: ADMINISTRATIVE CHARGE

    total $16,870 · management and general $16,870

  • 24e · All other expenses

    total $35,582 · program services $11,175 · management and general $24,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $534,503 · end of year $10,774

  • 2 · Savings and temporary cash investments

    beginning of year $628,519 · end of year $1,060

  • 4 · Accounts receivable

    beginning of year $31,451 · end of year $3,813

  • 8 · Inventories for sale or use

    beginning of year $16,715 · end of year $16,715

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,929 · end of year $9,360

  • 10a · Land, buildings and equipment: cost or other basis

    $6,774,518

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,050,569

  • 10c · Land, buildings and equipment, net

    beginning of year $2,777,659 · end of year $2,723,949

  • 11 · Investments: publicly traded securities

    beginning of year $461,673 · end of year $114,730

  • 15 · Other assets

    beginning of year $237,916 · end of year $1,749,526

  • 17 · Accounts payable and accrued expenses

    beginning of year $118,777 · end of year $145,735

  • 19 · Deferred revenue

    beginning of year $123,280 · end of year $110,206

  • 23 · Secured mortgages and notes payable

    beginning of year $674,529 · end of year $619,794

  • 25 · Other liabilities

    beginning of year $50,527 · end of year $56,089

  • 27 · Net assets without donor restrictions

    beginning of year $3,099,812 · end of year $3,068,391

  • 28 · Net assets with donor restrictions

    beginning of year $628,440 · end of year $629,712

Mission and programs · 2023

Mission

ALDERSGATE PERSONAL CARE, INC. IS DEDICATED TO PROVIDING HOUSING ANDPERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OFCHRISTIAN LOVE.

Activities or mission (Part I)

ALDERSGATE PERSONAL CARE, INC.'S MISSION IS TO PROVIDE HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE.

  • ALDERSGATE IS THE HOUSING CHOICE FOR SOME OF THE MOST ACTIVE OLDER ADULTS IN THE MERIDIAN, MISSISSIPPI AREA. DEDICATED TO SERVING OLDER ADULTS IN THE SPIRIT OF CHRISTIAN LOVE, THE EXPERIENCED STAFF MAKES ALDERSGATE A HOME WHERE RESIDENTS CAN TRULY ENJOY THEIR RETIREMENT WITH SOME OF THE BEST NEIGHBORS IN TOWN. ALDERSGATE'S APARTMENTS CIRCLE AROUND AN ATTRACTIVELY LANDSCAPPED GAZEBO AND A LOVELY WALKING GARDEN MAKING IT A PLACE THAT ANYONE WOULD LOVE TO CALL HOME. OPPORTUNITIES FOR GARDENING, SOCIALIZING AND LEARNING ABOUND. ALDERSGATE IS FAMOUS FOR THAT SPECIAL FEELING OF FAMILY AND THE PEACE OF MIND THAT RESIDENTS HAVE KNOWING THEY CAN PURSUE THEIR OWN LIFESTYLE, FREE FROM THE EVERYDAY CONCERNS MOST HOMEOWNERS FACE. THE CAMPUS ALSO HOSTS FIFTY-FOUR PERSONAL CARE APARTMENTS, MANY WITH A LOVELY VIEW OF THE WOODS, AND OFFERS A PERFECT BLEND OF INDEPENDENCE AND ASSISTANCE. RESIDENTS ARE ENCOURAGED TO DO AS MUCH AS POSSIBLE FOR THEMSELVES; HOWEVER, THE STAFF IS ALWAYS WILLING TO HELP. SERVICES INCLUDE THREE MEALS A DAY, MEDICATION MONITORING, DAILY HOUSEKEEPING AND ASSISTANCE ITH BATHING AND GROOMING. AT ALDERSGATE, THE BOTTOM LINE IS PEOPLE! ELDERS ARE TREATED WITH THE HONOR AND RESPECT THEY DESERVE. RECREATIONAL, EDUCATIONAL AND CULTURAL PROGRAMS ARE OFFERED ON A DAILY BASIS. THE PASTORAL CARE PROGRAM ENSURES THAT RESIDENTS' EMOTIONAL AND SPIRITUAL NEEDS ARE MET WHILE AN EMERGENCY CALL SYSTEM AND SCHEDULED TRANSPORTATION TO A RESIDENT'S DOCTOR OR SHOPPING FOR GROCERIES HELPS MAINTAIN PHYSICAL WELLNESS.

    Expenses $1,462,472 · Revenue $2,124,989

  • ALDERSGATE OFFERS COTTAGE LIVING WITH 2 OR 3 BEDROOMS. THE COTTAGES ARE OFFERED THROUGH A LIFE USE CONTRACT IN WHICH RESIDENTS ARE ALLOWED TO LIVE IN THE COTTAGE AT A REDUCED RATE WITHOUT HAVING TO WORRY ABOUT ROUTINE MAINTENANCE OR EXTRAORDINARY REPAIR COSTS. ANNUAL LEASE AGREEMENTS WITH STRAIGHT MONTH TO MONTH RENTAL FEES MAY ALSO BE SELECTED OUTSIDE OF THE LIFE USE FEES CONTRACTS.

    Expenses $138,087 · Revenue $192,771

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEVE MCALILLY

    PRESIDENT & CEO

    Total calculated
    $719,237
    From this org
    $0
    From related orgs
    $543,594
    Other
    $175,643
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,594 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $154,671 related
    Nontaxable benefits
    $0 + $20,972 related
    Filer's total
    $0 + $719,237 related

  • CAY WEDGWORTH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ANN WEDDINGTON

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • VICKY MCDONNELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • MINA BETH TONINI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • BILL H WEST

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JEFF MCCOY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • JO BETH MARANTO

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • CHRIS LAUDERDALE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • MAURICE H HALL JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • OTIS GOWDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • WANDA HASTINGS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • MARY GILMORE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • TONY FOUTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • WINKY GLOVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • MICHAEL VAN VECKHOVEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • ROBYN STEPHENS

    EXECUTIVE DIRECTOR

    Total calculated
    $108,390
    From this org
    $0
    From related orgs
    $96,488
    Other
    $11,902
    Hours/week
    13.34 + 26.66 related

  • CHRISTIE VANCE

    VICE PRES/COO

    Total calculated
    $327,266
    From this org
    $0
    From related orgs
    $307,864
    Other
    $19,402
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,864 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,402 related
    Filer's total
    $0 + $327,266 related

  • GEORGE HILL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25

  • JEANNE CANTIN

    VICE PRESIDENT/HR

    Total calculated
    $226,801
    From this org
    $0
    From related orgs
    $208,063
    Other
    $18,738
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,063 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,738 related
    Filer's total
    $0 + $226,801 related

  • JIM ZUELZKE

    VICE PRESIDENT FINANCE

    Total calculated
    $292,620
    From this org
    $0
    From related orgs
    $273,447
    Other
    $19,173
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,447 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,173 related
    Filer's total
    $0 + $292,620 related

  • ANNE-MICHELLE DANIEL

    VICE PRES/LEADERSHIP DEV.

    Total calculated
    $136,486
    From this org
    $0
    From related orgs
    $135,808
    Other
    $678
    Hours/week
    1 + 40 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

PART I, LINE 3
RELATED ORG METHODS USED FOR COMPENSATION EXPLANATION: THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. ALL COMPENSATION IS PAID BY THE ORGANIZATION'S PARENT, MISSISSIPPI METHODIST SENIOR SERVICES, INC. (MMSS). THE EXECUTIVE COMMITTEE OF MMSS' BOARD OF DIRECTORS SERVES AS A COMPENSATION COMMITTEE. THEY REVIEW COMPENSATION STUDIES AVAILABLE FOR SIMILAR ORGANIZATIONS THROUGH LEADING AGE AND CEMO. THE COMPENSATION COMMITTEE WORKS WITH A CONSULTANT TO UPDATE COMPENSATION INFORMATION AT LEAST ONCE EVERY 3 YEARS. THE COMMITTEE USES THE LEADING AGE AND CEMO COMPENSATION STUDIES ANNUALLY. THE COMPENSATION COMMITTEE WORKS TO MAINTAIN COMPENSATION IN THE 60TH PERCENTILE OF THE MARKET. THIS COMMITTEE APPROVES ANY CHANGE MADE TO THE CEO SALARY PACKAGE BASED ON THIS PHILOSOPHY.
PART I, LINE 4B
THE PLAN WAS PUT IN PLACE MAY OF 2020. AT THAT TIME, WE RECOGNIZED 27 YEARS OF SERVICE AS EXPENSE/LIABILITY FOR THE CEO. IF HE IS EMPLOYED UNTIL MARCH 1, 2025, HE IS ENTITLED TO START RECEIVING THE BENEFITS. IF HE WERE TO BECOME DISABLED AND REMAINED LIVING AS OF APRIL 1, 2025, HE IS ENTITLED TO THE BENEFITS BASED ON NUMBER OF YEARS SERVED. IF DECEASED, HIS BENEFICIARIES WOULD BENEFIT BASED ON THE NUMBER OF YEARS SERVED. IF TERMINATED FOR CAUSE PRIOR TO MARCH 1, 2025, HE IS NOT ENTITLED TO ANY BENEFITS. THE DEFERRED COMPENSATION IS LISTED ON BOTH PART VII AND SCHEDULE J UNDER DEFERRED COMPENSATION.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403199349314875

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