Nonprofit · EIN 64-0717548
ALDERSGATE RETIREMENT COMMUNITY INC
Tax-exempt · TUPELO, MS 38802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,170,042 | $1,161,733 | $8,309 | $1,480,061 | $2,061,913 | -$581,852 |
| December 31, 2023 | 990 | $1,095,971 | $1,119,308 | -$23,337 | $1,608,567 | $2,198,727 | -$590,160 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,161,995
- Investment income
- $8,047
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,442
- Occupancy
- $142,378
- Depreciation
- $180,942
- Program services (functional)
- $876,494
- Management and general (functional)
- $285,239
Balance sheet and other
- Total assets, start of year
- $1,658,564
- Total assets, end of year
- $1,480,061
- Total liabilities, end of year
- $2,061,913
- Net assets, end of year
- -$581,852
- Land, buildings and equipment
- $1,398,604
- Net assets without donor restrictions
- -$581,852
- Gross receipts
- $1,170,042
- Employees
- 0
- Volunteers
- 534
- Year formed
- 1985
- State of legal domicile
- MS
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE MCALILLY | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $516,561 | $161,976 |
| CHRISTIE VANCE | VICE PRES/COO Trustee or director, Officer | 1 | $0 | $308,246 | $18,040 |
| JIM ZUELZKE | VICE PRESIDENT FINANCE Officer | 1 | $0 | $267,667 | $17,782 |
| JEANNE CANTIN | VICE PRES/HR AND BENEFITS Officer | 1 | $0 | $207,594 | $17,400 |
| BRITTANY CUEVAS | VICE PRESIDENT OF PHILANTHROPY Officer | 1 | $0 | $115,804 | $16,817 |
| ROBYN STEPHENS | EXECUTIVE DIRECTOR Trustee or director, Officer | 13.33 | $0 | $96,998 | $16,697 |
| TONY FOUTS | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| MARY GILMORE | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| WANDA HASTINGS | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| GEORGE HILL | CHAIRMAN Trustee or director | 0.25 | $0 | $0 | $0 |
| MAURICE H HALL JR | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| CHRIS LAUNDERDALE | VICE-CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| BILL H WEST | CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| MINA BETH TONINI | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| ANN WEDDINGTON | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAY WEDGEWORTH | BOARD MEMBER Trustee or director | 0.25 | $0 |
| OTIS GOWDY | BOARD MEMBER Trustee or director | 0.25 | $0 |
| VICKY MCDONNELL | BOARD MEMBER Trustee or director | 0.25 | $0 |
| WINKY GLOVER | BOARD MEMBER Trustee or director | 0.25 | $0 |
| BOB HUFF | BOARD MEMBER Trustee or director | 0.25 | $0 |
| KAY JOINER | BOARD MEMBER Trustee or director | 0.25 | $0 |
| JEREMY HILL | BOARD MEMBER Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE MCALILLY | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $543,594 | $175,643 |
| CHRISTIE VANCE | VICE PRES/COO Trustee or director, Officer | 1 | $0 | $307,864 | $19,402 |
| JIM ZUELZKE | VICE PRESIDENT FINANCE Officer | 1 | $0 | $273,447 | $19,173 |
| JEANNE CATIN | VICE PRES/HR AND BENEFITS Officer | 1 | $0 | $208,063 | $18,738 |
| ANNE-MICHELLE DANIEL | VICE PRES/LEADERSHIP DEV. Officer | 1 | $0 | $135,808 | $678 |
| ROBYN STEPHENS | EXECUTIVE DIRECTOR Trustee or director, Officer | 13.33 | $0 | $96,488 | $11,902 |
| TONY FOUTS | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| MARY GILMORE | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| WANDA HASTINGS | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| GEORGE HILL | CHAIRMAN Trustee or director | 0.25 | $0 | $0 | $0 |
| MAURICE H HALL JR | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| CHRIS LAUNDERDALE | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| JO BETH MARANTO | SECRETARY Trustee or director | 0.25 | $0 | $0 | $0 |
| JEFF MCCOY | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| BILL H WEST | CHAIR/EX OFFICIO Trustee or director | 0.25 | $0 | $0 | $0 |
| MINA BETH TONINI | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| ANN WEDDINGTON | VICE-CHAIR Trustee or director | 0.25 | $0 | $0 | $0 |
| CAY WEDGEWORTH | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| OTIS GOWDY | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| VICKY MCDONNELL | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| MICHAEL VAN VECKHOVEN | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
| WINKY GLOVER | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1567, TUPELO, MS 38802-1567
- In care of
- % CHRISTIE VANCE
- Principal officer (990 for 2024)
- STEVE MCALILLY, PO BOX 1567, TUPELO, MS 38802
- Signed the 990
- JIM ZUELZKE, VP FOR FINANCE
- Phone
- (662) 844-8977
- Website
- WWW.MSS.ORG
- Return prepared by
- HORNE LLP
Mission
ALDERSGATE RETIREMENT COMMUNITY IS DEDICATED TO PROVIDING HOUSING AND PERSONAL CARE SERVICES TO THE ELDERLY OR DISABLED IN THE SPIRIT OF CHRISTIAN LOVE.
Program accomplishments
- ALDERSGATE REITIREMENT COMMUNITY IS THE HOUSING CHOICE FOR SOME OF THE MOST ACTIVE OLDER ADULTS IN THE MERIDIAN, MISSISSIPPI AREA. DEDICATED TO SERVING OLDER ADULTS IN THE SPIRIT OF CHRISTIAN LOVE, THE EXPERIENCED STAFF MAKES ALDERSGATE A HOME WHERE RESIDENTS CAN TRULY ENJOY THEIR RETIREMENT WIH SOME OF THE BEST NEIGHBORS IN TOWN. ALDERSGATE RETIREMENT COMMUNITY HAS SIXTY INDEPENDENT LIVING APARTMENTS THAT CONSIST OF ONE AND TWO BEDROOMS. ONE MEAL A DAY FOR SIX DAYS A WEEK IS INCLUDED IN THE MONTHLY RATE FOR ALSERGATE. ALDERSGATEOFFERS RECREATIONAL, EDUCATIONAL, AND CULTURAL PROGRAMS ON A DAILY BASIS. THE PASTORAL CARE PROGRAM ENSURES THAT RESIDENTS' EMOTIONAL AND SPIRITUAL NEEDS ARE MET WHILE AN EMERGENCY CALL SYSTEM AND SCHEDULED TRANSPORTATION TO A RESIDENT'S DOCTOR OR SHOPPING FOR GROCERIES HELPS MAINTAIN PHYSICAL WELLNESS.Expenses $876,494 · revenue $1,154,008
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 64-0717548
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,480,061
- Income (IRS master file)
- $1,170,042
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,170,042 | $1,161,733 | $1,480,061 | XML |
| 990 | December 2023 | $1,095,971 | $1,119,308 | $1,608,567 | XML |
| 990 | December 2022 | $1,034,419 | $1,059,281 | $1,726,968 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 64-0717548).
Questions about ALDERSGATE RETIREMENT COMMUNITY INC
- What is the EIN of ALDERSGATE RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of ALDERSGATE RETIREMENT COMMUNITY INC is 64-0717548.
- Is ALDERSGATE RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ALDERSGATE RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALDERSGATE RETIREMENT COMMUNITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALDERSGATE RETIREMENT COMMUNITY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALDERSGATE RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ALDERSGATE RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 names STEVE MCALILLY.
- Who are the officers and directors of ALDERSGATE RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does ALDERSGATE RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,170,042, expenses of $1,161,733 and total assets of $1,480,061 at year end.
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