- 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.
-
ALDERSGATE AT HOME INC
EIN 81-2678570
-
ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY INC
EIN 56-0547462
-
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)
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 JrTHOMAS LAWING JR
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mary WilsonMARY WILSON
VICE CHAIR (THRU 6/30/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Stanley WatkinsSTANLEY WATKINS
SECRETARY (THRU 6/30/24
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Patricia Pat G GarrettPATRICIA PAT G GARRETT
PAST CHAIR (THRU 6/30/24
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Amanda GrimesAMANDA GRIMES
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Rev Dr Otto HarrisREV DR OTTO HARRIS
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sammy JacksonSAMMY JACKSON
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Holly LevinsonHOLLY LEVINSON
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Fred LongiettiFRED LONGIETTI
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Billy MaddalonBILLY MADDALON
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William SpringsWILLIAM SPRINGS
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Tom WarshauerTOM WARSHAUER
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Irene VogelsongIRENE VOGELSONG
BOARD DIRECTOR (THRU 7/24)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Suzanne PughSUZANNE 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
-
ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY INC
On its 2024 return as a controlled entity
-
On its 2024 return
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.