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

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$759K 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

FY2024 · 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$759K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $8.2M in investments, Pt X · Ln 11–13
Fine: 2.2 months of spending in cash; 1 to 3.
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
$30.5M
86% of total assets
Concern: liabilities are 86% 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
$12.7M
+19% vs prior year
Spent
$13.2M
To programs
85%
Net assets
$5.0M
By yearFY2020–FY2025
Revenue
$12.7M
FY2024▲ +19%
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
$13.2M
FY2024▲ +12%
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
$5.0M
FY2024▼ -0.7%
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 FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

85 cents of each dollar spent went to programs.

Program services 85% · $11.2M Management & general 14% · $1.9M Fundraising 1% · $70K

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

13 people listed on the 990; $759K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$337,359Pt VII · Sec A
$165,659Pt VII · Sec A
Adminstrator/VP of Operations
$155,261Pt VII · Sec A
Assisted Living Exec Director
$100,704Pt VII · Sec A
Trustee (term Ended)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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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3 programs · $11.2M · in their own filed words · FY2024
01

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.

$6.9Mprogram expense
02

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).

$4.3Mprogram expense
03

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 171 independent living units. Aldersgate village is a faith-based, senior living neighborhood open to people of all denominations and faith backgrounds.

Pt IX · col B

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 FY2024 990, line by line.

1The main four
Money inPt VIII
$12.7M
Ln 12
Fees for servicesLn 2g$11.2M
Investment incomeLn 3$671K
Other incomeLn 4–11$642K
Money outPt IX
$13.2M
Ln 25
Programscol B$11.2M
Managementcol C$1.9M
Fundraisingcol D$70K
Owns and owesPt X
$5.0M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$35.5M
LiabilitiesLn 26$30.5M
PeoplePt VI, VII
13
listed · VII A
PaidVII A4
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$210K
Noncash giftsLn 1g$24K
Fees for servicesLn 2g$11.2M
Investment incomeLn 3$671K
Other incomeLn 4–11$642K
Gains on assetsLn 7$339K
Total revenueLn 12$12.7M
Assets in detailPt X, end of year
CashLn 1$374K
SavingsLn 2$2.0M
Cash and savings togetherLn 1–2$2.4M
InvestmentsLn 11–13$8.2M
Land, buildings, equipmentLn 10c$23.9M
Other assetsLn 15$812K
Total assetsLn 16$35.5M
LiabilitiesLn 26$30.5M
Net assetsLn 32$5.0M
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 FY24End FY24
Cash and savingsLn 1–2$2.6M$2.4M
InvestmentsLn 11–13$7.7M$8.2M
Land, buildings, equipmentLn 10c$22.5M$23.9M
Total assetsLn 16$33.3M$35.5M
LiabilitiesLn 26$28.2M$30.5M
Net assetsLn 32$5.1M$5.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$728K$728K
Other salaries and wagesLn 7$3.4M$3.1M$324K
Pension plan contributionsLn 8$3K$3K
Other employee benefitsLn 9$578K$430K$148K
Payroll taxesLn 10$297K$228K$69K
Legal feesLn 11b$60K$58K$2K
Accounting feesLn 11c$68K$68K$297
Lobbying feesLn 11d$2K$2K
Professional fundraising feesLn 11e$70K$70K
Investment management feesLn 11f$41K$41K
Other fees for servicesLn 11g$2.7M$2.6M$89K
Advertising and promotionLn 12$72K$65K$7K
Office expensesLn 13$190K$152K$38K
Information technologyLn 14$253K$20K$233K
OccupancyLn 16$686K$668K$18K
TravelLn 17$17K$11K$7K
InterestLn 20$930K$905K$25K
Depreciation, depletion and amortizationLn 22$2.6M$2.5M$69K
InsuranceLn 23$264K$257K$7K
Other expenses (24a–d)Ln 24$208K$139K$69K
All other expensesLn 24e$43K$32K$11K
Total functional expensesLn 25$13.2M$11.2M$1.9M$70K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $14.4M$13.7M$687K$6.6M 990 PDF
FY2024 Viewing $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 $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 FY2024 990 (6 parts)
Part I · Summary $12,748,184 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $174,218$209,774
I-9 Program service revenuePrior year $9,340,396$11,225,028
I-10 Investment incomePrior year $731,406$671,292
I-11 Other revenuePrior year $433,441$642,090
I-12 Total revenuePrior year $10,679,461$12,748,184
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 $4,569,435$5,012,605
I-16a Professional fundraising feesPrior year $0$70,400
I-17 Other expensesPrior year $7,170,202$8,086,214
I-18 Total expensesPrior year $11,739,637$13,169,219
I-19 Revenue less expensesPrior year −$1,060,176−$421,035
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 $12,748,184 across 9 lines filed
VIII-1f All other contributions, gifts and grants$209,774
VIII-1g Noncash contributions (included above)$24,331
VIII-1h Total contributions, gifts and grants$209,774
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,225,028$11,225,028
VIII-3 Investment incomeExcluded from tax $332,509$332,509
VIII-6 Net rental income or lossExcluded from tax $9,600$9,600
VIII-7 Net gain or loss on sales of assetsExcluded from tax $338,783$338,783
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $632,490$632,490
VIII-12 Total revenueRelated to mission $11,225,028 · Unrelated business $0 · Excluded from tax $1,313,382$12,748,184
Part IX · Statement of functional expenses $13,169,219 across 21 lines filed
IX-5 Pay of current officers, directors and key staffManagement $727,552$727,552
IX-7 Other salaries and wagesPrograms $3,082,648 · Management $324,247$3,406,895
IX-8 Pension plan contributionsManagement $2,971$2,971
IX-9 Other employee benefitsPrograms $430,324 · Management $147,676$578,000
IX-10 Payroll taxesPrograms $228,068 · Management $69,119$297,187
IX-11b Legal feesPrograms $58,228 · Management $1,602$59,830
IX-11c Accounting feesPrograms $67,921 · Management $297$68,218
IX-11d Lobbying feesManagement $1,560$1,560
IX-11e Professional fundraising feesFundraising $70,400$70,400
IX-11f Investment management feesManagement $40,524$40,524
IX-11g Other fees for servicesPrograms $2,599,244 · Management $89,208$2,688,452
IX-12 Advertising and promotionPrograms $64,976 · Management $6,746$71,722
IX-13 Office expensesPrograms $152,335 · Management $37,800$190,135
IX-14 Information technologyPrograms $20,477 · Management $232,531$253,008
IX-16 OccupancyPrograms $667,605 · Management $18,372$685,977
IX-17 TravelPrograms $10,563 · Management $6,758$17,321
IX-20 InterestPrograms $905,022 · Management $24,906$929,928
IX-22 Depreciation, depletion and amortizationPrograms $2,495,478 · Management $68,674$2,564,152
IX-23 InsurancePrograms $257,155 · Management $7,077$264,232
IX-24 Other expenses (24a–d)Programs $138,774 · Management $69,133$207,907
IX-24e All other expensesPrograms $32,230 · Management $11,018$43,248
IX-25 Total functional expensesPrograms $11,211,048 · Management $1,887,771 · Fundraising $70,400$13,169,219
Part X · Balance sheet $35,524,815 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $126,542$374,156
X-2 Savings and temporary cash investmentsStart of year $2,490,426$2,029,905
X-4 Accounts receivableStart of year $43,177$58,551
X-8 Inventories for sale or useStart of year $2,092$2,092
X-9 Prepaid expenses and deferred chargesStart of year $143,753$110,451
X-10c Land, buildings and equipment, netStart of year $22,470,406$23,941,296
X-11 Publicly traded securitiesStart of year $7,688,401$8,196,336
X-15 Other assetsStart of year $319,836$812,028
X-16 Total assetsStart of year $33,284,633$35,524,815
X-17 Accounts payable and accrued expensesStart of year $734,456$749,596
X-19 Deferred revenueStart of year $2,194,602$3,595,450
X-20 Tax-exempt bond liabilitiesStart of year $16,165,895$14,995,232
X-25 Other liabilitiesStart of year $5,920,805$8,149,552
X-26 Total liabilitiesStart of year $28,215,869$30,491,443
X-27 Net assets without donor restrictionsStart of year −$136,945$120,735
X-28 Net assets with donor restrictionsStart of year $5,205,709$4,912,637
X-32 Total net assets or fund balancesStart of year $5,068,764$5,033,372
X-33 Total liabilities and net assetsStart of year $33,284,633$35,524,815
Part XI · Reconciliation of net assets $5,033,372 net assets at year end
XI-1 Total revenue$12,748,184
XI-2 Total expenses$13,169,219
XI-3 Revenue less expenses−$421,035
XI-4 Net assets at start of year$5,068,764
XI-5 Net unrealized gains (losses) on investments$310,274
XI-9 Other changes in net assets$75,369
XI-10 Net assets at end of year$5,033,372

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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