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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.

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 Lawing

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Doug Ghidina

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Amanda Grimes

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Greg Cole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Vincent Debiase

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Heath Gilber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • James Howell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Sammy Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Roger Shaul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Judy Wiesner

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Denton Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Cherie 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 Crockford

    CORPORATE SECRETARY

    Total calculated
    $88,906
    From this org
    $75,673
    From related orgs
    $0
    Other
    $13,233
    Hours/week
    40
  • Suzanne 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 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 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 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 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 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

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

  • ALDERSGATE HOLDINGS INC

    501(C)(2) · LAND INVESTMENT · NC · controlled entity

  • ALDERSGATE LIFE PLAN SERVICES INC

    501(C)(3) · HOLDING COMPANY · NC · controlled entity

  • ALDERSGATE AT SHARON INC

    501(C)(3) · SENIOR LIVING SERVICES (INACTIVE) · NC · controlled entity

  • ALDERSGATE AT SHALOM PARK INC

    501(C)(3) · SENIOR LIVING SERVICES (INACTIVE) · NC · controlled entity

  • ALDERSGATE FOUNDATION INC

    501(C)(3) · FOUNDATION (INACTIVE) · NC · controlled entity

Declared as related by

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.