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ALDERSGATE LIFE PLAN SERVICES INC

EIN 81-2698156 CHARLOTTE, NC

Largest nonprofits in North Carolina

Revenue 2024
$127,329
Expenses 2024
$46,650

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
L11
Classification
1000
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)

PROVISION OF EXCELLENT CONTINUING CARE SERVICES FOR OLDER ADULTS

  • ALDERSGATE LIFE PLAN SERVICES, INC. PROVIDES DEVELOPMENT AND MANAGEMENT SERVICES INCLUDING OVERSIGHT, HUMAN RESOURCES, FINANCE, INFORMATION TECHNOLOGY, COMMUNITY ENGAGEMENT AND MARKETING TO ITS RELATED PARTIES.

    Expenses $46,650

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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.

  • Thomas Lawing Jr

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Mary Wilson

    VICE CHAIR (THRU 6/30/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Stanley Watkins

    SECRETARY (THRU 6/30/24

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Patricia Pat G Garrett

    PAST CHAIR (THRU 6/30/24

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Amanda Grimes

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Rev Dr Otto Harris

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Sammy Jackson

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Holly Levinson

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Fred Longietti

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Billy Maddalon

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • William Springs

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Tom Warshauer

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Irene Vogelsong

    BOARD DIRECTOR (THRU 7/24)

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Suzanne Pugh

    CEO

    Total calculated
    $30,810
    From this org
    $28,211
    From related orgs
    $0
    Other
    $2,599
    Hours/week
    40 + 5 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $127,329
    Expenses
    $46,650
    Contributions
    $13,017
    Grants paid
    $0
  • 2023
    Revenue
    $3,496,763
    Expenses
    $3,114,643
    Contributions
    $191,477
    Grants paid
    $0
  • 2022
    Revenue
    $5,845,196
    Expenses
    $2,964,062
    Contributions
    $11,099
    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

  • 2021 · 990

    Revenue
    $138,330
    Expenses
    $3,013,025
    Assets (EOY)
    $512,670
  • 2020 · 990

    Revenue
    $2,010,820
    Expenses
    $3,061,569
    Assets (EOY)
    $560,104

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.

Form 990-N e-Postcard, tax year 2018

Tax period
1 January 2018 to 31 December 2018
Principal officer
Suzanne Pugh
Mailing address
3800 Shamrock DrCharlotte NC 28215

As filed, from the IRS e-Postcard file of 2 November 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

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

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

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

  • ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY INC

    501(C)(3) · SENIOR LIVING SERVICES · NC

  • ALDERSGATE AT SHARON INC

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

  • ALDERSGATE AT SHALOM PARK INC

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

  • ALDERSGATE FOUNDATION INC

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

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • APLS REAL ESTATE HOLDINGS B LLC

    REAL ESTATE · NC · income -$218 · assets $678,708

  • ALPS REAL ESTATE HOLDINGS A LLC

    REAL ESTATE · NC · income -$274 · assets $860,131

Related corporations and trusts on its 2024 return

  • ALPS MGP LLC

    C · REAL ESTATE HOLDING · NC · 100% owned

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 SO.

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 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.