Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Finances
Money in and out, what it owns and owes
Summary of the Filing
| FY2020 | $33.1M |
|---|---|
| FY2021 | $38.0M |
| FY2022 | $34.2M |
| FY2023 | $33.3M |
| FY2024 | $35.5M |
| FY2025 | $36.9M |
| FY2020 | $32.1M |
|---|---|
| FY2021 | $30.0M |
| FY2022 | $28.4M |
| FY2023 | $28.2M |
| FY2024 | $30.5M |
| FY2025 | $30.3M |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 83% | — | — |
| Overhead ratio | 17% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 13% | — | — |
| Investment management fee ratio | 0.1% | — | — |
| Legal fee ratio | 0.4% | — | — |
| Accounting fee ratio | 0.4% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
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
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| 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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Governance & Policies
- 8Voting board membersPt VI · Ln 1a
- 8Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13Yes
- Document retention policyPt VI · Ln 14Yes
- Top official’s pay independently reviewedPt VI · Ln 15aYes
- Family or business ties among leadersPt VI · Ln 2No
Mission and programs
What it does.
Enriching seniors' lives by engaging their minds, bodies, and spirits.
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Where the work happens
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.
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 (15 of which are dedicated to memory care).
Operations of aldersgate village provides residential and health care services for the elderly. The campus consists of 36 home plus units, 60 assisted living units and 158 independent living units. Aldersgate village is a faith-based, senior living neighborhood open to people of all denominations and faith backgrounds.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 Latest | $14.4M | $13.7M | +13% | 990 PDF |
| FY2024 | $12.7M | $13.2M | +19% | 990 PDF |
| FY2023 Viewing | $10.7M | $11.7M | +13% | 990 PDF |
| FY2022 | $9.5M | $10.7M | -62% | 990 PDF |
| FY2021 | $24.6M | $18.1M | -14% | 990 PDF |
| FY2020 | $28.8M | $26.2M | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2023
Part VIII · Statement of revenue $10,679,461 across 7 lines filed
Part IX · Statement of functional expenses $11,739,637 across 21 lines filed
Part X · Balance sheet $33,284,633 assets, 18 lines filed
Part XI · Reconciliation of net assets $5,068,764 net assets at year end
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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