Civic Intelligence

Aldersgate at Home Inc

990 • Fiscal year 2023 • EIN 81-2678570

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 03, 2024

Organization ProfileALDERSGATEATHOME.COM
3800 Shamrock DrCharlotte, NC 28215

(704) 532-7000

Siviq Scores

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

Liabilities / Assets

84th percentile

0.52x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.31x

Higher debt load relative to revenue than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

60th percentile

9.2%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

94th percentile

$281,607

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

18th percentile

-6.6%

Faster asset growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

9.6%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,015,975

Down $141,945 (-6.6%) from 2022

Net Assets

Up

$975,647

Up $58,768 (+6.4%) from 2022

Liabilities

Down

$1,040,328

Down $200,713 (-16%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin60th percentile

Revenue

Up

$3,327,547

Up $290,350 (+9.6%) from 2022

Expenses

Down

$3,021,335

Down $204,008 (-6.3%) from 2022

Net Income

Up

$306,212

Up $494,358 (+263%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2023

Assets$2,015,975
Liabilities$1,040,328
Net Assets$975,647
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$3,327,547
Expenses$3,021,335
Net Income$306,212
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 3, 2024
Return Version
2023v5.1
Gross Receipts
$3,327,547
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$1,833,675$1,651,811▼ $181,864
Cash and Non-Interest-Bearing Accounts$324,245$364,164▲ $39,919
Total Assets$2,157,920$2,015,975▼ $141,945
Liabilities
Other Liabilities$836,137$891,787▲ $55,650
Accounts Payable and Accrued Expenses$404,904$148,541▼ $256,363
Total Liabilities$1,241,041$1,040,328▼ $200,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$916,879$975,647▲ $58,768
Total Net Assets Fund Balance$916,879$975,647▲ $58,768
Total Liabilities and Net Assets / Fund Balance$2,157,920$2,015,975▼ $141,945
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleBaseOtherTotal
Molly GriceExecutive Director$130,918$12,906$143,824

Board Members and Trustees

NameTitle
Billy MaddalonChair
Robert Vaughn JrChair Through 9/23
Bill Jones IiiBoard Director
Fred LongiettiBoard Director
Gene RobbinsBoard Director
Irene VogelsongBoard Director
Jean GossettBoard Director
Judy WiesnerBoard Director
Kevin MckaneBoard Director
Mandy GrimesBoard Director
Mike GiangBoard Director
Otto HarrisBoard Director
Patricia Pat G GarrettBoard Director
Sammy JacksonBoard Director
Sherri WilliamsBoard Director
Tommy LawingBoard Director
Kathlene HendrickCOO and Sr. Hr Director
Suzanne PughCEO
Stanley WatkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$329,738
Program Service Revenue
$2,997,809
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$306,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,636,848
Other Expenses$384,487
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,364,969--$2,364,969
Payroll Taxes$193,060--$193,060
Fees for Services Management-$168,867-$168,867
Other Employee Benefits$64,078--$64,078
Fees for Services Other$50,209--$50,209
Other Expenses$25,305$43,307-$25,305
Pension Plan Contributions$14,741--$14,741
Advertising$9,162--$9,162
Insurance$3,663--$3,663
Office Expenses$3,137--$3,137
Travel$1,699--$1,699
Fees for Services Accounting$250--$250
Fees for Services Legal$162--$162
Total Functional Expenses$2,809,161$212,174$0$3,021,335
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
Due to Affiliates$891,787
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
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 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 2

“Director billy maddalon was married to key employee - director of marketing brooks shelley”

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 employees (including key employees) in the organization are compared periodically 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. The compensation of the president is approved by the board of directors on an annual basis. The process described here was last completed in 2023.”

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
Chief Financial Officer
Phone
7045327000
Signed
2024-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cherie Grisso
Formed
2016
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
207
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Katherine a Warlick
Phone
7049985200
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO AND SR. HR DIR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt0329738
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03327547
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03663
IRS990/InsuranceGrp/TotalAmt03663
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE HONOR ELDERS, ALL ELDERS, AND ARE COMMITTED TO CREATING AND FOSTERING DIVERSE, CARING COMMUNITIES WHERE EVERYONE HAS A VOICE AND VALUE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0975647
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0975647
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IRS990/OfficeExpensesGrp/ProgramServicesAmt03137
IRS990/OfficeExpensesGrp/TotalAmt03137
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064078
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064078
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043307
IRS990/OtherExpensesGrp/ProgramServicesAmt046416
IRS990/OtherExpensesGrp/ProgramServicesAmt132310
IRS990/OtherExpensesGrp/ProgramServicesAmt225305
IRS990/OtherExpensesGrp/TotalAmt089723
IRS990/OtherExpensesGrp/TotalAmt132310
IRS990/OtherExpensesGrp/TotalAmt225305
IRS990/OtherLiabilitiesGrp/BOYAmt0836137
IRS990/OtherLiabilitiesGrp/EOYAmt0891787
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02364969
IRS990/OtherSalariesAndWagesGrp/TotalAmt02364969
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0193060
IRS990/PayrollTaxesGrp/TotalAmt0193060
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014741
IRS990/PensionPlanContributionsGrp/TotalAmt014741
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHERIE GRISSO
IRS990/PriorPeriodAdjustmentsAmt0-247444
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0HOMECARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02997809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02997809
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0810048
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03037197
IRS990/PYRevenuesLessExpensesAmt0-188146
IRS990/PYSalariesCompEmpBnftPaidAmt02415295
IRS990/PYTotalExpensesAmt03225343
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03037197
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0306212
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02997809
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0329738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0229615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0559353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02997809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03037197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02901703
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02322720
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01199297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012458726
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02322720
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01199297
IRS990ScheduleA/Total509Grp/TotalAmt013018079
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03327547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03037197
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03131318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02322720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01199297
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013018079
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0891787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0891787
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,015,975
Liabilities
$1,040,328
Net assets
$975,647
Revenue
$3,327,547
Expenses
$3,021,335
Net income
$306,212
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
2023Detailed filing. Detailed filing data is available for this year.$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