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EIN 81-2698156

Aldersgate Life Plan Services

IRS 501(c) type
501(c)(3)
Num. employees
28
City
Charlotte
State
North Carolina
Year formed
2016
Most recent tax filings
2022-12-01
NTEE code, primary
L11: Housing and Shelter Single Organization Support
Description
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.
Related structure
Aldersgate Life Plan Services is a subordinate organization under Aldersgate United Methodist Retirement Community.
Total revenues
$5,845,196
2022
Total expenses
$2,964,062
2022
Total assets
$170,701
2022
Num. employees
28
2022

Program areas at Aldersgate Life Plan Services

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.

Personnel at Aldersgate Life Plan Services

NameTitleCompensation
Suzanne H PughPresident and Chief Executive Officer$273,086
Jeffrey WeatherheadChief Operating Officer$106,380
Cherie GrissoChief Financial Officer
Ryan HaylockChief Information Officer$152,831
Marilyn K HendrickChief Human Resources Officer$141,968
...and 14 more key personnel

Financials for Aldersgate Life Plan Services

RevenuesFYE 12/2022
Total grants, contributions, etc.$11,099
Program services$5,834,097
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,845,196

Form 990s for Aldersgate Life Plan Services

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122023-02-15990View PDF
2020-122021-11-15990View PDF
2019-122021-04-30990View PDF

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Data update history
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2022
January 18, 2024
Updated personnel
Identified 3 new personnel
June 29, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 28, 2023
Updated personnel
Identified 11 new personnel
June 19, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsHousing and shelter organizationsRetirement homesChapter / child organizationsCharities
Issues
Human servicesHousing
Characteristics
Funds one specific organizationState / local levelManagement and technical assistanceTax deductible donations
General information
Address
3800 Shamrock Dr
Charlotte, NC 28215
Metro area
Charlotte-Concord-Gastonia, NC-SC
County
Mecklenburg County, NC
Phone
(704) 532-7000
IRS details
EIN
81-2698156
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2016
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
L11: Housing and Shelter Single Organization Support
NAICS code, primary
62331: Assisted Living and Continuing Care Retirement Communities
Parent/child status
Subordinate organization
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