Aldersgate Personal Care Inc

Nonprofit profile at a glance

EIN
640835284
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Tupelo, MS, USA
Phone
6628448977
Rating
63
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults
Affiliation
Christianity

Official website

Reported finances

Revenue
$2,365,844
Expenses
$2,549,383
Assets
$4,385,994
Liabilities
$850,622

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • STEVE MCALILLY (PRESIDENT & CEO)
  • ROBYN STEPHENS (EXECUTIVE DIRECTOR)
  • JEANNE CANTIN (VICE PRESIDENT/HR)
  • JIM ZUELZKE (VICE PRESIDENT FINANCE)
  • BRITTANY CUEVAS (VICE PRESIDENT OF PHILANTHROPY)

Highest reported compensation

  • STEVE MCALILLY (PRESIDENT & CEO): $678,537 total reported compensation
  • CHRISTIE VANCE (VICE PRES/COO): $326,286 total reported compensation
  • JIM ZUELZKE (VICE PRESIDENT FINANCE): $285,449 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Aldersgate personal care, inc. Is dedicated to providing housing andpersonal care services to the elderly or disabled in the spirit ofchristian love.

What it reported doing in 2024

Aldersgate 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 with some of the best neighbors in town. Aldersgate's apartments circle around an attractively landscapped gazebo and a lovely walking garden making it a place that anyone would love to call home. Opportunities for gardening, socializing and learning abound. Aldersgate is famous for that special feeling of family and the peace of mind that residents have knowing they can pursue their own lifestyle, free from the everyday concerns most homeowners face. The campus also hosts fifty-four personal care apartments, many with a lovely view of the woods, and offers a perfect blend of independence and assistance. Residents are encouraged to do as much as possible for themselves; however, the staff is always willing to help. Services include three meals a day, medication monitoring, daily housekeeping and assistance ith bathing and grooming. At aldersgate, the bottom line is people! Elders are treated with the honor and respect they deserve. Recreational, educational and cultural programs are offered 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.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 60
  • Accountability: 82
  • Sustainability: 33
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.5%; rating input score 71
  • Program expense ratio: 64.9%; rating input score 65
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 84.2%; rating input score 84; 17th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -7.8%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 1.72; rating input score 57; 57th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 45; 45th percentile among comparable filings
  • Officer compensation ratio: 9.8%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 2.2% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: -0.4% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: 2.6% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • Where the money goes: 70.5% of revenue deployed · 64.9% of spending went to programs
  • Governance: 16 of 19 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $1.7M in reported program spending
  • Leadership: top reported pay $679K · 22 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1.1M reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 17 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 16/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 57/100.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 45/100.