ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY INC
EIN 56-0547462 CHARLOTTE, NC
- Revenue 2024
- $47,215,556
- Expenses 2024
- $52,728,865
Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1700
- Street
- 3800 SHAMROCK DR
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
3 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
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ALDERSGATE AT HOME INC
EIN 81-2678570
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ALDERSGATE LIFE PLAN SERVICES INC
EIN 81-2698156
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GEN-ONE INC
EIN 83-0933681
Mission and programs · 2024
Mission
WE CELEBRATE AND RESPECT THE VALUE OF EACH INDIVIDUAL WITHIN AN INCLUSIVE AND VIBRANT ALDERSGATE COMMUNITY.
Activities or mission (Part I)
ALDERSGATE PROVIDES EXCELLENT CONTINUING CARE SERVICES FOR SENIORS.
-
ALDERSGATE PROVIDES HOUSING, MEALS, SECURITY, ASSISTANCE WITH ESSENTIAL ACTIVITIES OF DAILY LIVING, SKILLED NURSING CARE, AND RELATED SERVICES DESIGNED SPECIFICALLY FOR SENIOR ADULTS WHILE OFFERING RELIGIOUS, CULTURAL, RECREATIONAL AND OTHER ACTIVITIES INCLUDING OPPORTUNITIES FOR COMMUNITY VOLUNTEERING AND TRANSPORTATION TO EVENTS AND APPOINTMENTS. SERVICES ARE PROVIDED 24 HOURS PER DAY. ALDERSGATE MAKES EVERY EFFORT TO CONTINUE PROVIDING SERVICES TO RESIDENTS WHO NEED SUPPLEMENTAL FINANCIAL ASSISTANCE.
Expenses $44,777,329 · Revenue $48,118,852
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Tommy LawingTOMMY LAWING
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Doug GhidinaDOUG GHIDINA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Amanda GrimesAMANDA GRIMES
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Greg ColeGREG COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Vincent DebiaseVINCENT DEBIASE
RESIDENT DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Heath GilberHEATH GILBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James HowellJAMES HOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sammy JacksonSAMMY JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Roger ShaulROGER SHAUL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Judy WiesnerJUDY WIESNER
RESIDENT DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Denton WilsonDENTON WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cherie GrissoCHERIE GRISSO
CFO
- Total calculated
- $340,103
- From this org
- $318,857
- From related orgs
- $0
- Other
- $21,246
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $318,857
- Bonus
- $0
- Other
- $0
- Deferred
- $3,900
- Nontaxable benefits
- $17,346
- Filer's total
- $340,103
-
Sarah CrockfordSARAH CROCKFORD
CORPORATE SECRETARY
- Total calculated
- $88,906
- From this org
- $75,673
- From related orgs
- $0
- Other
- $13,233
- Hours/week
- 40
-
Suzanne PughSUZANNE PUGH
CEO (THRU 1/26/24)
- Total calculated
- $30,810
- From this org
- $0
- From related orgs
- $28,211
- Other
- $2,599
- Hours/week
- 2 + 38 related
-
Brooke HodgeBROOKE HODGE
EXECUTIVE DIRECTOR
- Total calculated
- $193,952
- From this org
- $178,639
- From related orgs
- $0
- Other
- $15,313
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,958
- Bonus
- $0
- Other
- $12,681
- Deferred
- $3,623
- Nontaxable benefits
- $11,690
- Filer's total
- $193,952
-
Marilyn HendrickMARILYN HENDRICK
SR. DIRECTOR OF HR/COMPLIANCE
- Total calculated
- $156,596
- From this org
- $141,999
- From related orgs
- $0
- Other
- $14,597
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,281
- Bonus
- $0
- Other
- $8,718
- Deferred
- $2,906
- Nontaxable benefits
- $11,691
- Filer's total
- $156,596
-
Boris HendersonBORIS HENDERSON
SR. DIRECTOR OF REAL ESTATE & CAPITAL PROJECTS
- Total calculated
- $130,812
- From this org
- $128,247
- From related orgs
- $0
- Other
- $2,565
- Hours/week
- 40
-
Kourtney CarterKOURTNEY CARTER
DIRECTOR OF MARKETING
- Total calculated
- $184,209
- From this org
- $170,846
- From related orgs
- $0
- Other
- $13,363
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,891
- Bonus
- $4,955
- Other
- $0
- Deferred
- $1,569
- Nontaxable benefits
- $11,794
- Filer's total
- $184,209
-
Jennifer BurdeshawJENNIFER BURDESHAW
BAYLOR RN SUPERVISOR
- Total calculated
- $140,201
- From this org
- $125,556
- From related orgs
- $0
- Other
- $14,645
- Hours/week
- 40
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $47,215,556
- Expenses
- $52,728,865
- Contributions
- $574,464
- Grants paid
- $0
-
2023
- Revenue
- $50,411,634
- Expenses
- $48,005,708
- Contributions
- $2,546,515
- Grants paid
- $0
-
2022
- Revenue
- $44,473,072
- Expenses
- $55,489,035
- Contributions
- $314,427
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $44,725,662
- Expenses
- $48,219,335
- Assets (EOY)
- $165,248,151
-
2020 · 990
- Revenue
- $40,946,674
- Expenses
- $46,413,102
- Assets (EOY)
- $176,151,772
-
2019 · 990
- Revenue
- $39,654,647
- Expenses
- $46,120,150
- Assets (EOY)
- $178,019,173
-
2018 · 990
- Revenue
- $38,180,181
- Expenses
- $41,745,039
- Assets (EOY)
- $165,629,372
-
2017 · 990
- Revenue
- $33,707,855
- Expenses
- $36,201,151
- Assets (EOY)
- $156,162,636
-
2016 · 990
- Revenue
- $31,871,652
- Expenses
- $32,498,179
- Assets (EOY)
- $138,165,108
-
2015 · 990
- Revenue
- $29,573,683
- Expenses
- $31,172,359
- Assets (EOY)
- $135,298,911
-
2014 · 990
- Revenue
- $29,522,419
- Expenses
- $31,016,851
- Assets (EOY)
- $84,150,092
-
2013 · 990
- Revenue
- $29,683,018
- Expenses
- $28,775,056
- Assets (EOY)
- $83,276,867
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$321,070
2022 CHARITABLE GIFT
-
$45,286
2023 CHARITABLE GIFT
-
$20,569
2024 CHARITABLE GIFT
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
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ALDERSGATE HOLDINGS INC
501(C)(2) · LAND INVESTMENT · NC · controlled entity
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ALDERSGATE LIFE PLAN SERVICES INC
501(C)(3) · HOLDING COMPANY · NC · controlled entity
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ALDERSGATE AT SHARON INC
501(C)(3) · SENIOR LIVING SERVICES (INACTIVE) · NC · controlled entity
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ALDERSGATE AT SHALOM PARK INC
501(C)(3) · SENIOR LIVING SERVICES (INACTIVE) · NC · controlled entity
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ALDERSGATE FOUNDATION INC
501(C)(3) · FOUNDATION (INACTIVE) · NC · controlled entity
Declared as related by
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On its 2024 return
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ALDERSGATE LIFE PLAN SERVICES INC
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.