ALDERSGATE AT HOME INC (EIN 812678570) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

CHERIE GRISSO

Phone

7045327000

Tax Period

2023-01-01 to 2023-12-31

ALDERSGATE AT HOME INC, founded in 2016, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.0M left a modest 9% surplus.

Mission

PROVISION OF EXCELLENT HOME CARE SERVICES FOR ELDERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $329,738

Program Service Revenue $2,997,809

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,327,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,636,848

Fundraising Expenses $0

Program Expenses $2,809,161

Other Expenses $384,487

TOTAL EXPENSES $3,021,335

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,327,547	$3,037,197	+0.1%
Expenses	$3,021,335	$3,225,343	-0.1%
Net Income	$306,212	$-188,146	-2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

207

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$575,685

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA PAT G GARRETT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ROBERT VAUGHN JR	CHAIR THROUGH 9/23	1.00	Officer Director	$0	$0	$0
STANLEY WATKINS	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN MCKANE	BOARD DIRECTOR	1.00	Director	$0	$0	$0
OTTO HARRIS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JEAN GOSSETT	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MANDY GRIMES	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BILL JONES III	BOARD DIRECTOR	1.00	Director	$0	$0	$0
TOMMY LAWING	BOARD DIRECTOR	1.00	Director	$0	$0	$0
FRED LONGIETTI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
BILLY MADDALON	CHAIR	1.00	Officer Director	$0	$0	$0
GENE ROBBINS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
IRENE VOGELSONG	BOARD DIRECTOR	1.00	Director	$0	$0	$0
JUDY WIESNER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SHERRI WILLIAMS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SAMMY JACKSON	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MIKE GIANG	BOARD DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE PUGH	CEO	1.00	Officer	$0	$21,852	$281,607
MOLLY GRICE	EXECUTIVE DIRECTOR	1.00	Officer	$130,918	$12,906	$143,824
KATHLENE HENDRICK	COO AND SR. HR DIR	2.00	Officer	$0	$14,462	$150,254

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,327,547	$3,021,335	$2,015,975	$306,212
2022	$3,037,197	$3,225,343	$2,157,920	$-188,146
2021	$3,131,318	$2,479,840	$1,828,018	$651,478
2020	$2,322,720	$2,023,460	$1,038,508	$299,260

ALDERSGATE AT HOME INC