Civic Intelligence

Aldersgate at Home Inc

EIN 81-2678570 • 501(c)3 • Charlotte, NC

Profile

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

3800 Shamrock DrCharlotte, NC 28215

aldersgateathome.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$340,103

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,015,975 (-100%) from 2023

Liabilities

Down

$0

Down $1,040,328 (-100%) from 2023

Net Assets

Down

$0

Down $975,647 (-100%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin67th percentile

Revenue

Up

$4,105,186

Up $777,639 (+23%) from 2023

Expenses

Up

$3,492,669

Up $471,334 (+16%) from 2023

Net Income

Up

$612,517

Up $306,305 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2018: $215,503Liabilities 2018: $309,878Net Assets 2018: -$94,3752018Assets 2019: $264,837Liabilities 2019: $381,979Net Assets 2019: -$117,1422019Assets 2020: $1,038,508Liabilities 2020: $856,390Net Assets 2020: $182,1182020Assets 2021: $1,828,018Liabilities 2021: $1,021,145Net Assets 2021: $806,8732021Assets 2022: $2,157,920Liabilities 2022: $1,241,041Net Assets 2022: $916,8792022Assets 2023: $2,015,975Liabilities 2023: $1,040,328Net Assets 2023: $975,6472023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $930,758Expenses 2018: $1,025,133Net Income 2018: -$94,3752018Revenue 2019: $1,199,297Expenses 2019: $1,222,064Net Income 2019: -$22,7672019Revenue 2020: $2,322,720Expenses 2020: $2,023,460Net Income 2020: $299,2602020Revenue 2021: $3,131,318Expenses 2021: $2,479,840Net Income 2021: $651,4782021Revenue 2022: $3,037,197Expenses 2022: $3,225,343Net Income 2022: -$188,1462022Revenue 2023: $3,327,547Expenses 2023: $3,021,335Net Income 2023: $306,2122023Revenue 2024: $4,105,186Expenses 2024: $3,492,669Net Income 2024: $612,5172024

Highlighted filing

2024

Revenue$4,105,186
Expenses$3,492,669
Net Income$612,517
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$4,105,186
Expenses
$3,492,669
Net income
$612,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$4.11$3.49$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$1.04$0.98$3.33$3.02$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$1.24$0.92$3.04$3.23$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$1.02$0.81$3.13$2.48$0.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.86$0.18$2.32$2.02$0.30
2019Summary only. Only limited summary data is available for this year.$0.26$0.38$0.12$1.20$1.22$0.02
2018Summary only. Only limited summary data is available for this year.$0.22$0.31$0.09$0.93$1.03$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$4,105,186
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 home care services for elders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,651,811$0▼ $1,651,811
Cash and Non-Interest-Bearing Accounts$364,164$0▼ $364,164
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,015,975$0▼ $2,015,975
Other Assets Total-$0-
Liabilities
Other Liabilities$891,787$0▼ $891,787
Accounts Payable and Accrued Expenses$148,541--
Total Liabilities$1,040,328$0▼ $1,040,328
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$975,647$0▼ $975,647
Total Net Assets Fund Balance$975,647$0▼ $975,647
Total Liabilities and Net Assets / Fund Balance$2,015,975$0▼ $2,015,975
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly GriceExecutive DirectorFT$129,340$20,336$149,676
Suzanne PughCEO (thru 1/26/24)--$30,810$30,810

Board Members and Trustees

NameTitle
Tommy LawingChairperson (as of 7/1/24)
Billy MaddalonChairperson(thru 6/30/24)
Denton WilsonVice Chair (as of 7/1/24)
Sammy JacksonVice Chair (thru 6/30/24)
James HowellDirector
Sammy JacksonDirector
Greg ColeDirector (as of 11/21/24)
Fred LongiettiDirector (thru 6/30/24)
Irene VogelsongDirector (thru 6/30/24)
Mary WilsonDirector (thru 6/30/24)
Judy WiesnerResident Director
Vincent DebiaseResident Director
Cherie GrissoCFO
Amanda GrimesSecretary (as of 7/1/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,105,186
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$612,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,122,972
Other Expenses$369,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,643,449--$2,643,449
Payroll Taxes$231,173--$231,173
Fees for Services Management-$166,396-$166,396
Current Officers, Directors, Trustees, and Key Employees$149,676--$149,676
Other Employee Benefits$89,243--$89,243
Fees for Services Other$55,135--$55,135
Fees for Services Legal$19,597--$19,597
Pension Plan Contributions$9,431--$9,431
Office Expenses$4,125--$4,125
Fees for Services Accounting$2,124--$2,124
Travel$1,207--$1,207
Other Expenses$143--$143
Total Functional Expenses$3,326,273$166,396$0$3,492,669
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 1A

“The executive committee consists of the officers of the board of directors and there are no outside committee members not on the board. Scope of the committee is delegated by the board.”

Form 990, Part VI, Section A, Line 4

“Effective december 31, 2024, aldersgate at home merged with its related organization aldersgate united methodist retirement community, a nonpofit coproration. Aldersgate united methodist retiremetn community is the surviving entity.”

Form 990, Part VI, Section B, Line 11B

“The 990 is submitted to the board of directors for their review and comments. Upon board approval, the form 990 is filed.”

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

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

Form 990, Part VI, Section B, Line 15

“All employee (including key employee) salaries in the organization are compared periodically to wage data that are developed independently through a local employers' association. The wages are reviewed to see that they are competitive in the local market. The compensation of the president is approved by the board of directors on an annual basis. The process described here was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy and financial statements are available for review in the finance office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Aldersgate at Home Inc
EIN
81-2678570
Phone
7045327000
Address
3800 SHAMROCK DR, CHARLOTTE, NC 28215
Doing Business As
Aldersgate at Home

Signing Officer

Name
Cherie Grisso
Title
Financial Operations VP
Phone
7045327000
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cherie Grisso
Formed
2016
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
202
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets to aldersgate united methodist retirement community -1,588,164.”

Raw XML AppendixShowing 400 of 605 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/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR (THRU 6/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR (THRU 6/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (THRU 6/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12RESIDENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO (THRU 1/26/24)
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IRS990/FundraisingActivitiesInd00
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IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/OtherExpensesGrp/ProgramServicesAmt152874
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IRS990/OtherExpensesGrp/ProgramServicesAmt3143
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02322720
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IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1RECEIVABLES
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1ALDERSGATE UNITED METHODIST RETIREMENT COMMUNITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12024-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0560547462
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1560547462

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