Nonprofit · EIN 81-2698156
ALDERSGATE LIFE PLAN SERVICES INC
Tax-exempt · CHARLOTTE, NC 28215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $127,329 | $46,650 | $80,679 | $1,557,008 | $1,510,578 | $46,430 |
| December 31, 2023 | 990 | $3,496,763 | $3,114,643 | $382,120 | $1,550,199 | $1,638,356 | -$88,157 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $13,017
- Program service revenue
- $0
- Investment income
- $114,312
- Net gain from sales of assets
- $114,312
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $27,444
- Salaries, compensation and benefits (total)
- $29,044
- Professional fundraising fees
- $0
- Legal fees
- $8,786
- Accounting fees
- $945
- Depreciation
- $492
- Program services (functional)
- $46,650
Balance sheet and other
- Total assets, start of year
- $1,550,199
- Total assets, end of year
- $1,557,008
- Total liabilities, end of year
- $1,510,578
- Net assets, end of year
- $46,430
- Land, buildings and equipment
- $1,538,839
- Net assets without donor restrictions
- $46,430
- Gross receipts
- $127,329
- Employees
- 1
- Volunteers
- 13
- Year formed
- 2016
- State of legal domicile
- NC
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 | Other / benefits |
|---|---|---|---|---|
| SUZANNE PUGH | CEO Officer | 40 | $28,211 | $2,599 |
| THOMAS LAWING JR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY WILSON | VICE CHAIR (THRU 6/30/24) Trustee or director, Officer | 1 | $0 | $0 |
| STANLEY WATKINS | SECRETARY (THRU 6/30/24 Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA PAT G GARRETT | PAST CHAIR (THRU 6/30/24 Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA GRIMES | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| REV DR OTTO HARRIS | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| SAMMY JACKSON | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| HOLLY LEVINSON | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| FRED LONGIETTI | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| BILLY MADDALON | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| WILLIAM SPRINGS | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| TOM WARSHAUER | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
| IRENE VOGELSONG | BOARD DIRECTOR (THRU 7/24) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUZANNE PUGH | CEO Officer | 36 | $259,755 | $21,852 |
| KATHLENE HENDRICK | COO AND SR. HR DIR Highest-paid employee | 2 | $135,792 | $14,462 |
| BROOKS SHELLEY | CHIEF MARKETING OFFICER Highest-paid employee | 36 | $109,024 | $29,796 |
| BORIS HENDERSON | CHIEF STRATEGIC OFFICER Highest-paid employee | 36 | $121,910 | $2,690 |
| CHERIE GRISSO | CFO Officer | 36 | $123,731 | $0 |
| THOMAS LAWING JR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY WILSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STANLEY WATKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA PAT G GARRETT | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA GRIMES | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV DR OTTO HARRIS | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAMMY JACKSON | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY LEVINSON | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED LONGIETTI | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILLY MADDALON | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM SPRINGS | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM WARSHAUER | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRENE VOGELSONG | BOARD DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 SHAMROCK DR, CHARLOTTE, NC 28215-3220
- Mailing address (990-N for 2018)
- 3800 Shamrock Dr, Charlotte NC 28215
- Principal officer (990 for 2024)
- CHERIE GRISSO, 3800 SHAMROCK DR, CHARLOTTE, NC 28215
- Principal officer (990-N for 2018)
- Suzanne Pugh, 3800 Shamrock Dr, Charlotte NC 28215
- Signed the 990
- CHERIE GRISSO, FINANCIAL OPERATIONS VP
- Phone
- (704) 532-7000
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
WE CELEBRATE AND RESPECT THE VALUE OF EACH INDIVIDUAL WITHIN AN INCLUSIVE AND VIBRANT ALDERSGATE COMMUNITY.
Program accomplishments
- 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.Expenses $46,650
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
- 81-2698156
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $1,557,008
- Income (IRS master file)
- $127,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $127,329 | $46,650 | $1,557,008 | IRS |
| 990 | December 2023 | $3,496,763 | $3,114,643 | $1,550,199 | IRS |
| 990 | December 2022 | $5,845,196 | $2,964,062 | $170,701 | IRS |
| 990 | December 2021 | $138,330 | $3,013,025 | $512,670 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Suzanne Pugh | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-2698156).
Questions about ALDERSGATE LIFE PLAN SERVICES INC
- What is the EIN of ALDERSGATE LIFE PLAN SERVICES INC?
- The employer identification number (EIN) of ALDERSGATE LIFE PLAN SERVICES INC is 81-2698156.
- Is ALDERSGATE LIFE PLAN SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ALDERSGATE LIFE PLAN SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ALDERSGATE LIFE PLAN SERVICES 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 LIFE PLAN SERVICES 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 LIFE PLAN SERVICES 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 LIFE PLAN SERVICES INC?
- The 990 for the year ended December 31, 2024 names CHERIE GRISSO.
- Who are the officers and directors of ALDERSGATE LIFE PLAN SERVICES INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $28,211 (SUZANNE PUGH, CEO).
- How much revenue does ALDERSGATE LIFE PLAN SERVICES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $127,329, expenses of $46,650 and total assets of $1,557,008 at year end.
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