Totals
- Total revenue
- $9,466,964
- Total expenses
- $10,745,160
- Contributions and grants received
- $340,671
- Grants paid
- $0
- Program service revenue
- $8,207,994
- Investment income
- $603,507
- Other revenue
- $314,792
- Total assets, end of year
- $34,179,665
- Total liabilities, end of year
- $28,398,570
- Net assets or fund balances, end of year
- $5,781,095
- Program services expenses (Part IX)
- $9,016,041
- Management and general expenses
- $1,729,119
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,016,041
Program services were 83.9% 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.
-
1f · All other contributions, gifts and grants
$340,671
-
2a · Program service revenue: ASSISTED LIVING
total $4,639,185 · related or exempt $4,639,185
-
2b · Program service revenue: INDEPENDENT LIVING
total $3,339,703 · related or exempt $3,339,703
-
2c · Program service revenue: HEALTH SERVICE
total $229,106 · related or exempt $229,106
-
3 · Investment income
total $365,946 · excluded $365,946
-
7a · Gross sales of assets other than inventory
securities $389,824
-
7b · Less cost or other basis and sales expenses
securities $152,263
-
7c · Gain or loss
securities $237,561
-
7d · Net gain or loss
total $237,561 · excluded $237,561
-
11a · Other revenue: RESIDENT & EMPLOYEE SV
total $264,438 · excluded $264,438
-
11b · Other revenue: CONSULTING SERVICES
total $45,273 · excluded $45,273
-
11c · Other revenue: CONTRACT INCOME
total $5,081 · excluded $5,081
-
11e · Other revenue, total
$314,792
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $713,787 · management and general $713,787
-
7 · Other salaries and wages
total $2,350,408 · program services $2,090,188 · management and general $260,220
-
8 · Pension plan contributions
total $3,207 · management and general $3,207
-
9 · Other employee benefits
total $474,075 · program services $358,769 · management and general $115,306
-
10 · Payroll taxes
total $216,811 · program services $154,751 · management and general $62,060
-
11b · Fees: legal
total $90,613 · program services $89,436 · management and general $1,177
-
11c · Fees: accounting
total $62,746 · program services $62,334 · management and general $412
-
11d · Fees: lobbying
total $1,048 · management and general $1,048
-
11f · Fees: investment management
total $38,972 · management and general $38,972
-
11g · Fees: other
total $2,151,681 · program services $2,065,572 · management and general $86,109
-
12 · Advertising and promotion
total $66,779 · program services $55,984 · management and general $10,795
-
13 · Office expenses
total $160,942 · program services $131,763 · management and general $29,179
-
14 · Information technology
total $236,131 · management and general $236,131
-
16 · Occupancy
total $630,801 · program services $622,610 · management and general $8,191
-
17 · Travel
total $27,802 · program services $20,131 · management and general $7,671
-
20 · Interest
total $1,039,225 · program services $1,025,731 · management and general $13,494
-
22 · Depreciation, depletion and amortization
total $1,853,856 · program services $1,829,784 · management and general $24,072
-
23 · Insurance
total $167,904 · program services $165,724 · management and general $2,180
-
24a · Other expenses: BAD DEBT
total $140,513 · program services $140,513
-
24b · Other expenses: MISCELLANEOUS
total $127,612 · program services $123,728 · management and general $3,884
-
24c · Other expenses: EQUIPMENT LEASES AND MA
total $113,743 · program services $67,776 · management and general $45,967
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $54,039 · program services $6,773 · management and general $47,266
-
24e · All other expenses
total $22,465 · program services $4,474 · management and general $17,991
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $264,477 · end of year $108,224
-
2 · Savings and temporary cash investments
beginning of year $13,225,634 · end of year $8,942,989
-
3 · Pledges and grants receivable
beginning of year $26,594 · end of year $0
-
4 · Accounts receivable
beginning of year $386,929 · end of year $60,020
-
8 · Inventories for sale or use
beginning of year $2,092 · end of year $2,092
-
9 · Prepaid expenses and deferred charges
beginning of year $96,198 · end of year $143,880
-
10a · Land, buildings and equipment: cost or other basis
$45,646,835
-
10b · Land, buildings and equipment: accumulated depreciation
$28,929,764
-
10c · Land, buildings and equipment, net
beginning of year $12,721,139 · end of year $16,717,071
-
11 · Investments: publicly traded securities
beginning of year $11,248,987 · end of year $7,760,340
-
15 · Other assets
beginning of year $56,616 · end of year $445,049
-
17 · Accounts payable and accrued expenses
beginning of year $781,796 · end of year $935,466
-
19 · Deferred revenue
beginning of year $1,473,982 · end of year $1,903,021
-
20 · Tax-exempt bond liabilities
beginning of year $18,351,310 · end of year $17,284,696
-
21 · Escrow or custodial account liability
beginning of year $8,632 · end of year $5,624
-
23 · Secured mortgages and notes payable
beginning of year $3,560,564 · end of year $3,385,065
-
25 · Other liabilities
beginning of year $5,824,301 · end of year $4,884,698
-
27 · Net assets without donor restrictions
beginning of year $2,344,240 · end of year $527,379
-
28 · Net assets with donor restrictions
beginning of year $5,683,841 · end of year $5,253,716
Mission and programs · 2022
Mission
FAITHFULLY ENHANCING THE LIVES OF SENIORS THROUGH ACTIVELY ENGAGING MIND, BODY AND SPIRIT.
Activities or mission (Part I)
FAITHFULLY ENHANCING THE LIVES OF SENIORS THROUGH ACTIVELY ENGAGING MIND, BODY AND SPIRIT
-
OUR INDEPENDENT LIVING OPTIONS ARE MAINTENANCE-FREE AND INCLUDE SERVICES DESIGNED FOR YOUR CAREFREE LIFESTYLE. IF YOU WANT TO LIVE INDEPENDENTLY WITH ACCESS TO TRANSPORTATION AND OPPORTUNITIES TO SOCIALIZE, ALDERSGATE VILLAGE IS YOUR ANSWER. THE 154 INDEPENDENT LIVING UNITS INCLUDE APARTMENTS, DUPLEXES, FOUR-PLEXES AND SINGLE FAMILY HOMES.THE AMENITIES INCLUDE BI-WEEKLY HOUSEKEEPING AND WEEKLY LAUNDRY, PROGRAMS AND RECREATION, PARLOR AND OUTDOOR PATIO, EXPANDED BASIC CABLE TELEVISION, BEAUTY SALON AND BARBER SHOP, CHAPLAIN SERVICES, EMERGENCY NURSE CALL, 24-HOUR SECURITY, AND MAINTENANCE OF BUILDING AND GROUNDS.
Expenses $5,949,572 · Revenue $3,339,703
-
QUALITY ASSISTED LIVING IN TRENT PLAZA IS ONE OF THE SUPPORTIVE STEPS IN THE CONTINUUM OF CARE, WHERE YOU'LL ENJOY FELLOWSHIP, COMFORT AND SECURITY WHILE RETAINING PRIVACY AND INDEPENDENCE IN ONE OF OUR 60 ASSISTED LIVING UNITS. ACCOMMODATIONS INCLUDE THREE CHEF-PREPARED MEALS DAILY, WHICH CAN BE CATERED TO SPECIAL DIETS, CONSULTING PHYSICIANS AND REGISTERED DIETITIANS ON-SITE, HOUSEKEEPING AND LAUNDRY SERVICES, CHAPLAIN AND SOCIAL WORK SERVICES, ENRICHING PROGRAMS AND RECREATION, EXPANDED BASIC CABLE TELEVISION, EMERGENCY NURSE CALL AND 24-HOUR SECURITY. OTHER SERVICES AVAILABLE INCLUDE MEDICATION ADMINISTRATION, BATHING ASSISTANCE, PROFESSIONAL NURSING GUIDANCE, BEAUTY SALON AND BARBER SHOP, PERSONAL SHOPPING SERVICE, TRANSPORTATION, DENTAL OFFICE, PODIATRY AND AUDIOLOGY SERVICES, MEDICAL CARE, AND PSYCHIATRIC CARE.
Expenses $3,066,469 · Revenue $4,639,185
-
OPERATIONS OF ALDERSGATE VILLAGE PROVIDES RESIDENTIAL AND HEALTH CARE SERVICES FOR THE ELDERLY. THE CAMPUS CONSISTS OF 12 HOME PLUS UNITS, 60 ASSISTED, AND 154 INDEPENDENT LIVING UNITS.ALDERSGATE VILLAGE IS A FAITH-BASED, SENIOR LIVING NEIGHBORHOOD OPEN TO PEOPLE OF ALL DENOMINATIONS AND FAITH BACKGROUNDS. OUR PURPOSE IS NOT DRIVEN BY A PROFIT MOTIVE BUT TO ENSURE THAT SENIORS OF THIS REGION RECEIVE COMPASSIONATE, PERSON-CENTERED HEALTH CARE IN A WARM AND WELCOMING COMMUNITY.DURING 2021, THE ORGANIZATION SOLD THE SKILLED NURSING FACILITY.
Revenue $229,106
As filed on the 2022 return.
Listed in Part VII
-
Jim RinnerJIM RINNER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah SheehyDEBORAH SHEEHY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel LehmanDANIEL LEHMAN
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin BruntonKEVIN BRUNTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tim ClothierTIM CLOTHIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark KosslerMARK KOSSLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Rev Jenny CollinsREV JENNY COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tim ShultzTIM SHULTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mark SchwartzMARK SCHWARTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerry C NeyJERRY C NEY
PRESIDENT & CEO
- Total calculated
- $372,497
- From this org
- $325,547
- From related orgs
- $0
- Other
- $46,950
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $296,342
- Bonus
- $0
- Other
- $29,205
- Deferred
- $23,216
- Nontaxable benefits
- $23,734
- Filer's total
- $372,497
-
Bree L RogersBREE L ROGERS
CFO
- Total calculated
- $195,450
- From this org
- $157,608
- From related orgs
- $0
- Other
- $37,842
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $145,773
- Bonus
- $0
- Other
- $11,835
- Deferred
- $4,571
- Nontaxable benefits
- $33,271
- Filer's total
- $195,450
-
Carol Burns-GeorgeCAROL BURNS-GEORGE
ADMINISTRATOR/VP OF OPERATIONS
- Total calculated
- $173,627
- From this org
- $160,380
- From related orgs
- $0
- Other
- $13,247
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,526
- Bonus
- $0
- Other
- $11,854
- Deferred
- $0
- Nontaxable benefits
- $13,247
- Filer's total
- $173,627
-
Renessa LolleyRENESSA LOLLEY
DIRECTOR OF SALES AND MARKETING
- Total calculated
- $114,409
- From this org
- $104,251
- From related orgs
- $0
- Other
- $10,158
- Hours/week
- 50
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
- 1a · Housing allowance or residence for personal use
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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
The filer's explanations (Part III)
- PART I, LINE 1A
- CAROL BURNS-GEORGE ON-CAMPUS HOUSING PROVIDED AS A TAXABLE BENEFIT.
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ALDERSGATE VILLAGE HOME HEALTH SERVICES LLC
CONSULTING SERVICES · KS · income $45,273 · assets $20,286
Directly controlled by UNITED METHODIST HOMES INC
-
ALDERSGATE VILLAGE CHARITABLE SUPPORT LLC
CHARITABLE SUPPORT · KS · income $339,572 · assets $8,045
Directly controlled by UNITED METHODIST HOMES INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311669349300746
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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