Civic Intelligence

Aldersgate United Methodist Retirement Community Inc.

990 • Fiscal year 2013 • EIN 56-0547462

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.ALDERSGATECCRC.COM
3800 Shamrock DriveCharlotte, NC 28215

(704) 532-5211

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.93x

Higher debt load relative to assets than 89% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

2.61x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Top Officer Pay

24th percentile

$183,120

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2013

Asset Growth

57th percentile

7.2%

Faster asset growth than 57% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

40th percentile

2.1%

Faster revenue growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$83,276,867

Up $5,622,257 (+7.2%) from 2012

Net Assets

Up

$5,929,025

Up $2,738,780 (+86%) from 2012

Liabilities

Up

$77,347,842

Up $2,883,477 (+3.9%) from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin47th percentile

Revenue

$29,683,018

No earlier filing loaded for comparison.

Expenses

Up

$28,775,056

Up $439,739 (+1.6%) from 2012

Net Income

$907,962

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$100M$0-$100MAssets 2010: $80,236,524Liabilities 2010: $78,409,867Net Assets 2010: $1,826,6572010Assets 2011: $77,435,410Liabilities 2011: $76,418,629Net Assets 2011: $1,016,7812011Assets 2012: $77,654,610Liabilities 2012: $74,464,365Net Assets 2012: $3,190,2452012Assets 2013: $83,276,867Liabilities 2013: $77,347,842Net Assets 2013: $5,929,0252013Assets 2014: $84,150,092Liabilities 2014: $80,248,596Net Assets 2014: $3,901,4962014Assets 2015: $135,298,911Liabilities 2015: $134,933,728Net Assets 2015: $365,1832015Assets 2016: $138,165,108Liabilities 2016: $138,840,583Net Assets 2016: -$675,4752016Assets 2017: $156,162,636Liabilities 2017: $159,582,823Net Assets 2017: -$3,420,1872017Assets 2018: $165,629,372Liabilities 2018: $178,199,919Net Assets 2018: -$12,570,5472018Assets 2019: $178,019,173Liabilities 2019: $193,591,501Net Assets 2019: -$15,572,3282019Assets 2020: $176,151,772Liabilities 2020: $196,333,323Net Assets 2020: -$20,181,5512020Assets 2021: $165,248,151Liabilities 2021: $190,102,357Net Assets 2021: -$24,854,2062021Assets 2022: $148,180,690Liabilities 2022: $193,182,312Net Assets 2022: -$45,001,6222022Assets 2023: $147,033,162Liabilities 2023: $189,525,402Net Assets 2023: -$42,492,2402023Assets 2024: $138,830,990Liabilities 2024: $184,681,379Net Assets 2024: -$45,850,3892024

Highlighted filing

2013

Assets$83,276,867
Liabilities$77,347,842
Net Assets$5,929,025
Open 2013 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $28,109,8872010Revenue 2011: $28,500,859Expenses 2011: $27,964,156Net Income 2011: $536,7032011Expenses 2012: $28,335,3172012Revenue 2013: $29,683,018Expenses 2013: $28,775,056Net Income 2013: $907,9622013Revenue 2014: $29,522,419Expenses 2014: $31,016,851Net Income 2014: -$1,494,4322014Revenue 2015: $29,573,683Expenses 2015: $31,172,359Net Income 2015: -$1,598,6762015Revenue 2016: $31,871,652Expenses 2016: $32,498,179Net Income 2016: -$626,5272016Revenue 2017: $33,707,855Expenses 2017: $36,201,151Net Income 2017: -$2,493,2962017Revenue 2018: $38,180,181Expenses 2018: $41,745,039Net Income 2018: -$3,564,8582018Revenue 2019: $39,654,647Expenses 2019: $46,120,150Net Income 2019: -$6,465,5032019Revenue 2020: $40,946,674Expenses 2020: $46,413,102Net Income 2020: -$5,466,4282020Revenue 2021: $44,725,662Expenses 2021: $48,219,335Net Income 2021: -$3,493,6732021Revenue 2022: $44,473,072Expenses 2022: $55,489,035Net Income 2022: -$11,015,9632022Revenue 2023: $50,411,634Expenses 2023: $48,005,708Net Income 2023: $2,405,9262023Revenue 2024: $47,215,556Expenses 2024: $52,728,865Net Income 2024: -$5,513,3092024

Highlighted filing

2013

Revenue$29,683,018
Expenses$28,775,056
Net Income$907,962
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$30,459,129
Mission and Program Overview

Mission

We honor elders, all elders, and are committed to creating and fostering diverse, caring communities where everyone has a voice and value.

Provision of excellent continuing care services for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$51,479,535$49,484,858▼ $1,994,677
Investments Other Securities$21,663,702$26,042,000▲ $4,378,298
Savings and Temporary Cash Investments$970,659$4,413,576▲ $3,442,917
Accounts Receivable$1,366,172$1,232,603▼ $133,569
Prepaid Expenses and Deferred Charges$288,554$107,184▼ $181,370
Inventories for Sale or Use$91,553$102,527▲ $10,974
Cash and Non-Interest-Bearing Accounts$1,800$1,800→ $0
Total Assets$77,654,610$83,276,867▲ $5,622,257
Other Assets Total$1,792,635$1,892,319▲ $99,684
Liabilities
Tax Exempt Bond Liabilities$33,802,065$37,567,114▲ $3,765,049
Other Liabilities$33,755,316$32,235,134▼ $1,520,182
Deferred Revenue$5,225,144$5,189,038▼ $36,106
Accounts Payable and Accrued Expenses$1,681,840$2,356,556▲ $674,716
Total Liabilities$74,464,365$77,347,842▲ $2,883,477
Net Assets / Fund Balance
Unrestricted Net Assets$516,612$3,626,774▲ $3,110,162
Temporarily Rstr Net Assets$2,067,812$1,688,698▼ $379,114
Permanently Rstr Net Assets$605,821$613,553▲ $7,732
Total Net Assets Fund Balance$3,190,245$5,929,025▲ $2,738,780
Total Liabilities and Net Assets / Fund Balance$77,654,610$83,276,867▲ $5,622,257

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$42,827,628$38,515,415$81,343,043
Equipment$2,265,923$8,447,790$10,713,713
Other Land Buildings$4,297,635$2,683,113$6,980,748
Land$93,672-$93,672
Other Securities$62,662--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,508,510-▲ $101,908-$1,610,418
2012$1,434,667-▲ $73,843-$1,508,510
2011$1,403,264-▲ $31,403-$1,434,667
2010$1,016,977$728,285▲ $109,707$451,705$1,403,264
2009$854,598$162,379--$1,016,977
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne Hodge PughPresidentFT$177,748$5,372$183,120
Callie V BakerAdmissions DirectorFT$120,027-$120,027
Charles M HoltzclawDirector of MarketingFT$110,247-$110,247
Emily NunnChief Operating OfficerFT$109,679-$109,679
Yvete PorterfieldDirector of NursingFT$104,928-$104,928

Board Members and Trustees

NameTitle
Roy H WigginsChair
Willam K SpringsVice-chair
Joseph a LipeBoard Member
Joyce BrooksBoard Member
Margaret FisherBoard Member
Marie PearceBoard Member
Petrolia G NormanBoard Member
Raymond CatheyBoard Member
Reverend F Oscar SmithBoard Member
Reverend Patience BrumleyBoard Member
Susan KeeverBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Genesis Eldercare Rehab ServicesPhysical Therapy-$1,914,387
Sodexho & Affiliates INCFood And Environmental-$453,591
Southern PharmacyPharmacy Services-$453,145
Omni Care INCPharmacy Services-$281,007
Lankford Flooring & ContractingConstruction Services-$222,662
Revenue and Support

Revenue Composition

Contributions and Grants
$1,291,109
Program Service Revenue
$26,978,346
Investment Income
$1,709,400
Other Revenue
$-295,837
All Other Contributions
$1,291,109
Change in Net Assets
$907,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,343,763
Revenue Not Reported on Financial Statements
$339,255
Revenue Not Reported on Form 990
$636,116
Other Revenue Adjustments
$339,255
Total Revenue per Audited Statements
$29,979,879
Total Revenue per Form 990
$29,683,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,434,066
Salaries, Compensation, and Employee Benefits$14,340,990
Total Fundraising Expense$131,141
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,322,351$757,221$81,442$12,161,014
Other Expenses$4,184,642--$4,184,642
Depreciation Depletion$3,655,883$301,514-$3,957,397
Interest$1,694,247$7,014-$1,701,261
Occupancy$1,632,663$40,114-$1,672,777
Fees for Services Other$1,104,205$545,798-$1,650,003
Other Employee Benefits$624,800$303,515-$928,315
Payroll Taxes$708,660$80,224$6,029$794,913
Current Officers, Directors, Trustees, and Key Employees-$387,694-$387,694
Advertising-$282,938$26,700$309,638
Information Technology-$299,877-$299,877
Insurance$116,540$175,778-$292,318
Office Expenses$15,707$115,669$11,409$142,785
Fees for Services Legal-$73,555-$73,555
Pension Plan Contributions$63,247$5,807-$69,054
Fees for Services Accounting-$62,000-$62,000
Travel$8,952$35,666$3,354$47,972
Conferences and Meetings$5,122$32,512$2,207$39,841
Total Functional Expenses$25,137,019$3,506,896$131,141$28,775,056

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,775,056
Total Expenses per Audited Statements$28,775,056
Total Expenses per Form 990$28,775,056
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Entrance Fees$32,043,028
Aro Liability$164,487
Other Lt Liabilities$24,000
Entrance Fee Deposits$3,619

Bond Issues

BondIssuerIssuedIssue PricePurpose
A52-13094022013-10-24$38,025,000Refund prior bonds issued in 2009 and 2010

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$37,565,841$33,337,834-$85,879

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The finance committee of the board of directors reviews form 990 after filing.”

Form 990, Part VI, Section B, Line 12C

“All members of the board of directors are covered and sign the conflict of interest policy. Items that represent major expenditures are subject to a bid process where the lowest cost provider of the desired service is generally selected.”

Form 990, Part VI, Section B, Line 15

“All positions including key employees in the company are compared periodically (generally annually) to wage data that is developed independently through a local employers association. The wages are reviewed to see that they are competitive in the local market. Compensation of the top management official is approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“Audited financial statements are filed annually with the north carolina department of insurance and published on its website. They are also printed annually in statutorily required disclosure statements which are available to the public. Articles of incorporation are available online at the north carolina secretary of state website. The conflicts of interest policy is available for examination upon request.”

Filing and Contact Details

Filer

EIN
56-0547462
Phone
7045325211

Signing Officer

Name
Luther Short
Title
Chief Financial Officer
Phone
7045325211
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne H Pugh
Formed
1945
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
481
Volunteers
75

Preparer

Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of interest rate swap 676,788.”

FORM 990, PART XII, LINE 2C:

“The board of directors has established its audit committee to assume responsibility for oversight of the audit of its financial statements and selection of an independent accountant. The organization has not changed its oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The organization uses endowment funds towards various donor designated purposes including financial assistance to residents unable to pay and employee training.”

PART X, LINE 2:

“Should the tax-exempt status of the organization be challenged in the future, the 2010, 2011, and 2012 tax years are open for examination by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes. The organization adopted accounting guidance regarding recognition and measurement of uncertain tax positions. The implementation has had no impact on the organization's financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Releases of restricted net assets used for services 636,116.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Restricted contributions 280,024. Restricted investment income 59,231.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“OTHER”

Raw XML AppendixShowing 400 of 702 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0ALDERSGATE PROVIDES AFFORDABLE 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.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt115372
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0ROY H WIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLAM K SPRINGS
IRS990/Form990PartVIISectionAGrp/PersonNm2JOYCE BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm3REVEREND PATIENCE BRUMLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4RAYMOND CATHEY
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGARET FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN KEEVER
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSEPH A LIPE
IRS990/Form990PartVIISectionAGrp/PersonNm8PETROLIA G NORMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MARIE PEARCE
IRS990/Form990PartVIISectionAGrp/PersonNm10REVEREND F OSCAR SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11SUZANNE HODGE PUGH
IRS990/Form990PartVIISectionAGrp/PersonNm12CALLIE V BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm13CHARLES M HOLTZCLAW
IRS990/Form990PartVIISectionAGrp/PersonNm14EMILY NUNN
IRS990/Form990PartVIISectionAGrp/PersonNm15YVETE PORTERFIELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11177748
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12120027
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13110247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14109679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15104928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12ADMISSIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF NURSING
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01204904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01981015
IRS990/GrossReceiptsAmt030459129
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0299877
IRS990/InformationTechnologyGrp/TotalAmt0299877
IRS990/InsuranceGrp/ManagementAndGeneralAmt0175778
IRS990/InsuranceGrp/ProgramServicesAmt0116540
IRS990/InsuranceGrp/TotalAmt0292318
IRS990/InterestGrp/ManagementAndGeneralAmt07014
IRS990/InterestGrp/ProgramServicesAmt01694247
IRS990/InterestGrp/TotalAmt01701261
IRS990/InventoriesForSaleOrUseGrp/BOYAmt091553
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0102527
IRS990/InvestmentIncomeGrp/ExclusionAmt0504496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0504496
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021663702
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt026042000
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt049646318
IRS990/LandBldgEquipBasisNetGrp/BOYAmt051479535
IRS990/LandBldgEquipBasisNetGrp/EOYAmt049484858
IRS990/LandBldgEquipCostOrOtherBssAmt099131176
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0776111
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ALDERSGATE IS A MINISTRY OF THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH AND OFFERS EXCEPTIONAL QUALITY OF LIFE OPPORTUNITIES FOR OLDER ADULTS ACROSS A CONTINUUM OF HOUSING AND HEALTH CARE OPTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03190245
IRS990/NetAssetsOrFundBalancesEOYAmt05929025
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01204904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01204904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01154030
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt040114
IRS990/OccupancyGrp/ProgramServicesAmt01632663
IRS990/OccupancyGrp/TotalAmt01672777
IRS990/OfficeExpensesGrp/FundraisingAmt011409
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0115669
IRS990/OfficeExpensesGrp/ProgramServicesAmt015707
IRS990/OfficeExpensesGrp/TotalAmt0142785
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01792635
IRS990/OtherAssetsTotalGrp/EOYAmt01892319
IRS990/OtherChangesInNetAssetsAmt0676788
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0303515
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0624800
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0928315
IRS990/OtherExpensesGrp/Desc0MEDICAL RX, SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt04184642
IRS990/OtherExpensesGrp/TotalAmt04184642
IRS990/OtherLiabilitiesGrp/BOYAmt033755316
IRS990/OtherLiabilitiesGrp/EOYAmt032235134
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LOSS ON EXTINGUISHMENT OF DEBT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0-295837
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-295837
IRS990/OtherRevenueTotalAmt0-295837
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt081442
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0757221
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011322351
IRS990/OtherSalariesAndWagesGrp/TotalAmt012161014
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06029
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt080224
IRS990/PayrollTaxesGrp/ProgramServicesAmt0708660
IRS990/PayrollTaxesGrp/TotalAmt0794913
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05807
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt063247
IRS990/PensionPlanContributionsGrp/TotalAmt069054
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0605821
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0613553
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0288554
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0107184
IRS990/PrincipalOfficerNm0SUZANNE H PUGH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1ENTRANCE FEES EARNED
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025364908
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11402123
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025364908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11402123
IRS990/ProgSrvcAccomActy2Grp/Desc0IN 2011, ALDERSGATE PROVIDED LAND AND/OR BUILDINGS AT NO COST TO THREE 501(C)(3) CHARITABLE ORGANIZATIONS AND ONE LOCAL GOVERNMENT AGENCY. THE ESTIMATED MARKET VALUE OF THE RENT CONCESSIONS PROVIDED IS $675,749.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0319385
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0983476
IRS990/PYOtherExpensesAmt013833675
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt027194452
IRS990/PYRevenuesLessExpensesAmt0161996
IRS990/PYSalariesCompEmpBnftPaidAmt014501642
IRS990/PYTotalExpensesAmt028335317
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028497313
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0907962
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt026978346
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0970659
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04413576
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt03700
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt07470
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03281
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt07242
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08430
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt030123
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01291109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0319385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0535249
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0550375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0614204
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03310322
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0504496
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0570676
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0703999
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01557028

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,276,867
Liabilities
$77,347,842
Net assets
$5,929,025
Revenue
$29,683,018
Expenses
$28,775,056
Net income
$907,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$139$185$45.9$47.2$52.7$5.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$190$42.5$50.4$48.0$2.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$148$193$45.0$44.5$55.5$11.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$165$190$24.9$44.7$48.2$3.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$176$196$20.2$40.9$46.4$5.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$178$194$15.6$39.7$46.1$6.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$166$178$12.6$38.2$41.7$3.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$156$160$3.42$33.7$36.2$2.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$138$139$0.68$31.9$32.5$0.63
2015Detailed filing. Detailed filing data is available for this year.$135$135$0.37$29.6$31.2$1.60
2014Detailed filing. Detailed filing data is available for this year.$84.2$80.2$3.90$29.5$31.0$1.49
2013Detailed filing. Detailed filing data is available for this year.$83.3$77.3$5.93$29.7$28.8$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$74.5$3.19$28.3
2011Summary only. Only limited summary data is available for this year.$77.4$76.4$1.02$28.5$28.0$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.2$78.4$1.83$28.1