ZUnclassifiedEIN: 560547462· Ruling Year: 1946

Aldersgate United Methodist Retirement Community Inc

Charlotte, North Carolina

DHealth Score
28D

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Poor

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org-0.81×
Peer Median5.86×
💰
$44.5M
Total Revenue
📊
$55.5M
Total Expenses
🏦
-$45.0M
Net Assets
📋
$193.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-0.6%
Year-over-year change (2021 → 2022)
Net Margin
-24.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
-0.81
Net assets divided by total expenses
Liabilities-to-Assets
130.4%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2022$44,473,0721%$55,489,03515%$148,180,69010%
2021$44,725,6629%$48,219,3354%$165,248,1516%
2020$40,946,6743%$46,413,1021%$176,151,7721%
2019$39,654,6474%$46,120,15010%$178,019,1737%
2018$38,180,18113%$41,745,03915%$165,629,3726%
2017$33,707,8556%$36,201,15111%$156,162,63613%
2016$31,871,6528%$32,498,1794%$138,165,1082%
2015$29,573,683$31,172,3591%$135,298,91161%
2014$29,522,4191%$31,016,8518%$84,150,0921%
2013$29,683,0184%$28,775,0562%$83,276,8677%
2012$28,497,313$28,335,3171%$77,654,610
2011$28,500,859$27,964,156$77,435,410

Frequently Asked Questions

What does Aldersgate United Methodist Retirement Community Inc do?

Aldersgate United Methodist Retirement Community Inc is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Aldersgate United Methodist Retirement Community Inc financially healthy?

Based on our 9-metric Financial Health Score model, Aldersgate United Methodist Retirement Community Inc has a score of 28/100 (Grade: D). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Aldersgate United Methodist Retirement Community Inc generate?

Aldersgate United Methodist Retirement Community Inc reports $47.2M in annual revenue and holds $138.8M in total assets, based on IRS filings.

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