Faithfully enhancing the lives of seniors through actively engaging mind, body and spirit.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$957K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $1.2M a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$957K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $11.8M in investments, Pt X · Ln 11–13
Fine: 0.6 months of spending in cash, plus $11.8M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $402K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$32.1M
97% of total assets
Concern: liabilities are 97% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$28.8M
Spent
$26.2M
To programs
88%
Net assets
$987K
By yearFY2020–FY2025
Revenue
$28.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$28.8M
FY2021$24.6M
FY2022$9.5M
FY2023$10.7M
FY2024$12.7M
FY2025$14.4M
Expenses
$26.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$26.2M
FY2021$18.1M
FY2022$10.7M
FY2023$11.7M
FY2024$13.2M
FY2025$13.7M
Net assets
$987K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$987K
FY2021$8.0M
FY2022$5.8M
FY2023$5.1M
FY2024$5.0M
FY2025$6.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1934.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $23.2M Management & general 12% · $3.0M Fundraising 0% · $20K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $957K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$315,107Pt VII · Sec A
Administrator/VP of Operations
$172,379Pt VII · Sec A
$156,826Pt VII · Sec A
Director of Resident Financial Svcs
$109,585Pt VII · Sec A
Director of Assisted Living
$102,725Pt VII · Sec A
VP of Nursing Services
$100,794Pt VII · Sec A
$0Pt VII · Sec A
Trustee (term Ended)
$0Pt VII · Sec A

Jerry C Ney’s $346K as President & CEO is at the 83rd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Jerry C Ney$346,467$337,359$536,408$325,547$303,125$315,107
Bree L Rogers$175,124$165,659$154,985$157,608$150,009$156,826
Carol Burns-George$158,885$155,261$154,971$160,380$160,995$172,379
Travis Perret$122,634—————
Barbara Shields—————$109,585
Renessa Lolley———$104,251——
Carol Noyes—————$102,725
Abigayle Skocny—————$100,794

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriching seniors' lives by engaging their minds, bodies, and spirits.

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Provided by the organization

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3 programs · $23.2M · in their own filed words · FY2020
01

Operations of aldersgate village provides residential and health care services for the elderly. The campus consists of a 175 bed skilled nursing facility, 12 home plus units and ASSISTED/INDEPENDENT living units mentioned BELOW.ALDERSGATE village is a faith-based, senior living neighborhood open to people of all denominations and faith…

$14.6Mprogram expense
02

Our independent living options are maintenance-free and include services designed for your carefree lifestyle. If you want to live independently with access to transportation and opportunities to socialize, aldersgate village is your answer.

$5.4Mprogram expense
03

Quality assisted living in trent plaza is one of the supportive steps in the continuum of care, where you'll enjoy fellowship, comfort and security while retaining privacy and independence in one of our 60 assisted living units.

$3.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$402K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$28.8M
Ln 12
Fees for servicesLn 2g$25.0M
Gifts and grantsLn 1h$3.0M
Investment incomeLn 3$418K
Money outPt IX
$26.2M
Ln 25
Programscol B$23.2M
Managementcol C$3.0M
Fundraisingcol D$20K
Owns and owesPt X
$987K
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$33.1M
LiabilitiesLn 26$32.1M
PeoplePt VI, VII
16
listed · VII A
PaidVII A6
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$2.8M
Fees for servicesLn 2g$25.0M
Investment incomeLn 3$418K
Other incomeLn 4–11$356K
Gains on assetsLn 7$188K
Total revenueLn 12$28.8M
Assets in detailPt X, end of year
CashLn 1$750K
SavingsLn 2$541K
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$11.8M
Land, buildings, equipmentLn 10c$17.9M
Other assetsLn 15$141K
Total assetsLn 16$33.1M
LiabilitiesLn 26$32.1M
Net assetsLn 32$987K
OperationsPt I, VI
EmployeesI 5147
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$939K$1.3M
InvestmentsLn 11–13$9.4M$11.8M
Land, buildings, equipmentLn 10c$17.0M$17.9M
Total assetsLn 16$29.1M$33.1M
LiabilitiesLn 26$31.0M$32.1M
Net assetsLn 32−$1.8M$987K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$472K$472K
Other salaries and wagesLn 7$9.2M$8.4M$754K
Pension plan contributionsLn 8$2K$2K
Other employee benefitsLn 9$1.2M$888K$280K
Payroll taxesLn 10$742K$612K$130K
Legal feesLn 11b$89K$89K
Accounting feesLn 11c$50K$50K
Professional fundraising feesLn 11e$20K$20K
Investment management feesLn 11f$37K$37K
Other fees for servicesLn 11g$6.9M$6.8M$150K
Advertising and promotionLn 12$87K$67K$20K
Office expensesLn 13$1.2M$877K$277K
Information technologyLn 14$461K$15K$447K
OccupancyLn 16$930K$843K$86K
TravelLn 17$81K$69K$12K
Conferences, conventions and meetingsLn 19$10K$8K$1K
InterestLn 20$1.1M$1.1M$10K
Depreciation, depletion and amortizationLn 22$2.5M$2.5M$24K
InsuranceLn 23$109K$109K
Other expenses (24a–d)Ln 24$884K$879K$5K
All other expensesLn 24e$220K$153K$67K
Total functional expensesLn 25$26.2M$23.2M$3.0M$20K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $14.4M$13.7M$687K$6.6M 990 PDF
FY2024 $12.7M$13.2M−$421K$5.0M 990 PDF
FY2023 $10.7M$11.7M−$1.1M$5.1M 990 PDF
FY2022 $9.5M$10.7M−$1.3M$5.8M 990 PDF
FY2021 $24.6M$18.1M$6.6M$8.0M 990 PDF
FY2020 Viewing $28.8M$26.2M$2.6M$987K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $28,773,730 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $441,663$3,022,055
I-9 Program service revenuePrior year $24,555,960$24,977,735
I-10 Investment incomePrior year $442,225$418,109
I-11 Other revenuePrior year $287,037$355,831
I-12 Total revenuePrior year $25,726,885$28,773,730
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $10,662,623$11,552,575
I-16a Professional fundraising feesPrior year $60,000$20,000
I-17 Other expensesPrior year $14,709,785$14,634,540
I-18 Total expensesPrior year $25,432,408$26,207,115
I-19 Revenue less expensesPrior year $294,477$2,566,615
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $28,773,730 across 8 lines filed
Lines not itemized here account for $33 of total revenue; see the IRS return.
VIII-1e Government grants$2,831,388
VIII-1f All other contributions, gifts and grants$190,667
VIII-1h Total contributions, gifts and grants$3,022,055
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,977,735$24,977,735
VIII-3 Investment incomeExcluded from tax $230,283$230,283
VIII-7 Net gain or loss on sales of assetsExcluded from tax $187,793$187,793
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $355,831$355,831
VIII-12 Total revenueRelated to mission $24,977,735 · Unrelated business $0 · Excluded from tax $773,940$28,773,730
Part IX · Statement of functional expenses $26,207,115 across 21 lines filed
IX-5 Pay of current officers, directors and key staffManagement $471,933$471,933
IX-7 Other salaries and wagesPrograms $8,413,402 · Management $754,454$9,167,856
IX-8 Pension plan contributionsManagement $2,317$2,317
IX-9 Other employee benefitsPrograms $888,346 · Management $280,233$1,168,579
IX-10 Payroll taxesPrograms $611,631 · Management $130,259$741,890
IX-11b Legal feesManagement $89,303$89,303
IX-11c Accounting feesManagement $50,314$50,314
IX-11e Professional fundraising feesFundraising $20,000$20,000
IX-11f Investment management feesManagement $37,439$37,439
IX-11g Other fees for servicesPrograms $6,755,303 · Management $149,586$6,904,889
IX-12 Advertising and promotionPrograms $66,878 · Management $20,339$87,217
IX-13 Office expensesPrograms $877,328 · Management $276,626$1,153,954
IX-14 Information technologyPrograms $14,504 · Management $446,585$461,089
IX-16 OccupancyPrograms $843,429 · Management $86,072$929,501
IX-17 TravelPrograms $69,203 · Management $11,680$80,883
IX-19 Conferences, conventions and meetingsPrograms $8,065 · Management $1,497$9,562
IX-20 InterestPrograms $1,062,498 · Management $9,916$1,072,414
IX-22 Depreciation, depletion and amortizationPrograms $2,521,499 · Management $23,531$2,545,030
IX-23 InsuranceManagement $109,029$109,029
IX-24 Other expenses (24a–d)Programs $879,198 · Management $5,088$884,286
IX-24e All other expensesPrograms $152,725 · Management $66,905$219,630
IX-25 Total functional expensesPrograms $23,164,009 · Management $3,023,106 · Fundraising $20,000$26,207,115
Part X · Balance sheet $33,090,514 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $591,418$749,562
X-2 Savings and temporary cash investmentsStart of year $347,283$541,270
X-3 Pledges and grants receivableStart of year $146,014$81,124
X-4 Accounts receivableStart of year $1,392,083$1,694,148
X-8 Inventories for sale or useStart of year $2,092$2,092
X-9 Prepaid expenses and deferred chargesStart of year $129,881$139,867
X-10c Land, buildings and equipment, netStart of year $16,992,645$17,927,128
X-11 Publicly traded securitiesStart of year $9,396,734$11,814,045
X-15 Other assetsStart of year $141,660$141,278
X-16 Total assetsStart of year $29,139,810$33,090,514
X-17 Accounts payable and accrued expensesStart of year $1,756,787$1,350,926
X-19 Deferred revenueStart of year $1,659,957$2,205,103
X-20 Tax-exempt bond liabilitiesStart of year $19,668,572$20,514,649
X-25 Other liabilitiesStart of year $5,753,687$5,980,480
X-26 Total liabilitiesStart of year $30,980,119$32,103,284
X-27 Net assets without donor restrictionsStart of year −$7,120,422−$4,287,401
X-28 Net assets with donor restrictionsStart of year $5,280,113$5,274,631
X-32 Total net assets or fund balancesStart of year −$1,840,309$987,230
X-33 Total liabilities and net assetsStart of year $29,139,810$33,090,514
Part XI · Reconciliation of net assets $987,230 net assets at year end
XI-1 Total revenue$28,773,730
XI-2 Total expenses$26,207,115
XI-3 Revenue less expenses$2,566,615
XI-4 Net assets at start of year−$1,840,309
XI-5 Net unrealized gains (losses) on investments$970,005
XI-9 Other changes in net assets−$709,081
XI-10 Net assets at end of year$987,230

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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