Civic Intelligence

Aldersgate Life Plan Services Inc.

990 • Fiscal year 2020 • EIN 81-2698156

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
3400 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

99th percentile

3.71x

Higher debt load relative to assets than 99% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

1.03x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

91st percentile

$305,835

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2020 filings • NTEE L • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

303%

Faster asset growth than 99% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

13%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$560,104

Up $420,982 (+303%) from 2019

Net Assets

Down

-$1,518,404

Down $1,050,749 (-225%) from 2019

Liabilities

Up

$2,078,508

Up $1,471,731 (+243%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin10th percentile

Revenue

Up

$2,010,820

Up $227,220 (+13%) from 2019

Expenses

Up

$3,061,569

Up $678,117 (+28%) from 2019

Net Income

Down

-$1,050,749

Down $450,897 (-75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10M$5.0M$0-$5.0M-$10MAssets 2019: $139,122Liabilities 2019: $606,777Net Assets 2019: -$467,6552019Assets 2020: $560,104Liabilities 2020: $2,078,508Net Assets 2020: -$1,518,4042020Assets 2021: $512,670Liabilities 2021: $5,788,100Net Assets 2021: -$5,275,4302021Assets 2022: $170,701Liabilities 2022: $621,485Net Assets 2022: -$450,7842022Assets 2023: $1,550,199Liabilities 2023: $1,638,356Net Assets 2023: -$88,1572023Assets 2024: $1,557,008Liabilities 2024: $1,510,578Net Assets 2024: $46,4302024

Highlighted filing

2020

Assets$560,104
Liabilities$2,078,508
Net Assets-$1,518,404
Open 2020 Filing

Operations Trend

Revenue Growth78th percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $1,783,600Expenses 2019: $2,383,452Net Income 2019: -$599,8522019Revenue 2020: $2,010,820Expenses 2020: $3,061,569Net Income 2020: -$1,050,7492020Revenue 2021: $138,330Expenses 2021: $3,013,025Net Income 2021: -$2,874,6952021Revenue 2022: $5,845,196Expenses 2022: $2,964,062Net Income 2022: $2,881,1342022Revenue 2023: $3,496,763Expenses 2023: $3,114,643Net Income 2023: $382,1202023Revenue 2024: $127,329Expenses 2024: $46,650Net Income 2024: $80,6792024

Highlighted filing

2020

Revenue$2,010,820
Expenses$3,061,569
Net Income-$1,050,749
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,010,820
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
Cash and Non-Interest-Bearing Accounts$58,898$448,349▲ $389,451
Accounts Receivable$64,123$49,390▼ $14,733
Prepaid Expenses and Deferred Charges$0$49,390▲ $49,390
Land, Buildings, and Equipment, Net$16,101$12,975▼ $3,126
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0--
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Total Assets$139,122$560,104▲ $420,982
Other Assets Total$0--
Liabilities
Accounts Payable and Accrued Expenses$606,777$1,635,894▲ $1,029,117
Deferred Revenue$0$442,614▲ $442,614
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$606,777$2,078,508▲ $1,471,731
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-467,655$-1,518,404▼ $1,050,749
Total Net Assets Fund Balance$-467,655$-1,518,404▼ $1,050,749
Total Liabilities and Net Assets / Fund Balance$139,122$560,104▲ $420,982

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,975$12,974$25,949
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne Hodge PughPresident & CEOFT$261,500$44,335$305,835
Jeff WeatherheadChief Operating OfficerFT$175,949$10,735$186,684
Michael SulhanChief Financial OfficerFT$111,325$45,203$156,528
Thomas RileySenior Director of FinanceFT$142,572$2,463$145,035
Veronica CalderonChief Diversity and Inclusion OfficerFT$135,520$3,144$138,664
Yvette PorterfieldChief Nursing OfficerFT$129,603$4,677$134,280
M Kathlene HendrickChief Human Resources OfficerFT$128,067$3,125$131,192
Boris HendersonChief Strategic OfficerFT$122,308-$122,308
W Brooks ShelleyChief Brand and Community Engagement OfficerFT$111,890$10,015$121,905

Board Members and Trustees

NameTitle
Mary WilsonBoard Chair
Dave GuilfordBoard Vice Chair
Billy MaddalonBoard Member
Brad CrossleyBoard Member
Chris DavisBoard Member
Devire RobinsonBoard Member
Fred LongiettiBoard Member
Irene VogelsongBoard Member
Kevin MckaneBoard Member
Pat GarrettBoard Member
Stanley WatkinsBoard Member
Tommy Lawing JrBoard Member
William SpringsBoard Member
Robert VaughnBoard Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,010,820
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,050,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,631,437
Other Expenses$430,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$1,403,394$0$0$1,403,394
Comp Disqual Persons$891,271$0$0$891,271
Other Employee Benefits$171,665$0$0$171,665
Payroll Taxes$165,107--$165,107
Fees for Services Other$141,241$0$0$141,241
All Other Expenses$128,399$0$0$128,399
Advertising$62,061--$62,061
Office Expenses$51,639$0$0$51,639
Fees for Services Legal$41,615$0$0$41,615
Depreciation Depletion$3,126$0$0$3,126
Travel$2,051$0$0$2,051
Total Functional Expenses$3,061,569$0$0$3,061,569
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0--
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 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 chief executive officer is approved by the board of directors on an annual basis.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Aldersgate Life Plan Services Inc
EIN
81-2698156
Phone
7045327000
Address
3400 SHAMROCK DR, CHARLOTTE, NC 28215

Signing Officer

Name
Thomas Riley
Title
CFO
Phone
7045327000
Signed
2021-11-15

Organization Details

Principal Officer
Suzanne Hodge Pugh
Formed
2016
Legal Domicile
Nc
Voting Board Members
15
Independent Board Members
15
Employees
33
Volunteers
15
Raw XML AppendixShowing 400 of 801 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/PersonNm16TOMMY LAWING JR
IRS990/Form990PartVIISectionAGrp/PersonNm17BILLY MADDALON
IRS990/Form990PartVIISectionAGrp/PersonNm18KEVIN MCKANE
IRS990/Form990PartVIISectionAGrp/PersonNm19DEVIRE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm20WILLIAM SPRINGS
IRS990/Form990PartVIISectionAGrp/PersonNm21IRENE VOGELSONG
IRS990/Form990PartVIISectionAGrp/PersonNm22STANLEY WATKINS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4135520
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6128067
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHIEF DIVERSITY AND INCLUSION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF NURSING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF HUMAN RESOURCES OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF STRATEGIC OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF BRAND AND COMMUNITY ENGAGEMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
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IRS990/FormationYr02016
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IRS990/FSAuditedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
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IRS990/IndoorTanningServicesInd00
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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.
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IRS990/MoreThan5000KToOrgInd00
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,104
Liabilities
$2,078,508
Net assets
-$1,518,404
Revenue
$2,010,820
Expenses
$3,061,569
Net income
-$1,050,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.56$1.51$0.05$0.13$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.55$1.64$0.09$3.50$3.11$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.62$0.45$5.85$2.96$2.88
2021Detailed filing. Detailed filing data is available for this year.$0.51$5.79$5.28$0.14$3.01$2.87
2020Detailed filing. Detailed filing data is available for this year.$0.56$2.08$1.52$2.01$3.06$1.05
2019Summary only. Only limited summary data is available for this year.$0.14$0.61$0.47$1.78$2.38$0.60