2024-08-15T12:09:04-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 510175068 SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES SOUT 8037966490 ONE STILL HOPES DRIVE W COLUMBIA SC 29169 JOSEPH A WENGER CHIEF FINANCIAL OFFICER 8037966490 2024-08-15 1 0 AMY BIBBY P00445891 8282542254 2024-08-15 2022 2024-08-08 14:25:15Z JOSEPH A WENGER ONE STILL HOPES DRIVE W COLUMBIA SC 29169 55726915 0 X WWW.STILLHOPES.ORG X 1975 SC TO PROVIDE A FAITH BASED COMMUNITY WHERE LIFE WILL BE RICH AND FULL AS GOD INTENDS IT TO BE, HOLDING TO OUR VALUES, SERVING ONE ANOTHER WITH DEDICATION AND PROMOTING HEALTH AND WELLNESS FOR ALL. 15 15 974 150 0 0 8804015 883791 36091389 40643657 2499618 1484694 0 0 47395022 43012142 0 0 0 0 23339743 24696295 0 0 162606 21876463 22416392 45216206 47112687 2178816 -4100545 196329552 196057893 196798385 199107012 -468833 -3049119 X TO PROVIDE A FAITH BASED COMMUNITY WHERE LIFE WILL BE RICH AND FULL AS GOD INTENDS IT TO BE, HOLDING TO OUR VALUES, SERVING ONE ANOTHER WITH DEDICATION AND PROMOTING HEALTH AND WELLNESS FOR ALL. 0 0 39671545 40643657 IN FISCAL 2023, STILL HOPES SERVED OVER 441 INDIVIDUALS AND THEIR FAMILIES BY PROVIDING OVER 153,700 DAYS OF CARE. SOLUTIONS FOR LIVING AT HOME (HOME CARE) SERVED OVER 250 INDIVIDUALS AND THEIR FAMILIES THROUGH OVER 247,600 HOURS OF CARE.STILL HOPES PROVIDED $70,803 IN RESIDENT ASSISTANCE FOR 2023 - $3,860,870 SINCE THE RESIDENT ASSISTANCE PROGRAM WAS ESTABLISHED.STILL HOPES RECEIVED FROM VOLUNTEERS OVER 5,000 LOVING HOURS OF ATTENTION TO RESIDENTS; AND EMPLOYED MORE THAN 970 INDIVIDUALS PAYING $24,696,295 IN SALARIES AND BENEFITS.STILL HOPES PROVIDED UNREIMBURSED CARE TO MEDICARE PATIENTS OF MORE THAN $1.57 MILLION DURING FISCAL 2023. 39671545 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 98 0 1 974 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 SC X X JOSEPH A WENGER 8037395008 ONE STILL HOPES DRIVE W COLUMBIA SC 29169 MRS PAMELA LACKEY BOARD CHAIR 2.00 X X 0 0 0 MR JAMIE NEWMAN BOARD VICE CHAIR 2.00 X X 0 0 0 MRS SUSAN MCWILLIAMS BOARD SECRETARY 2.00 X X 0 0 0 MR MICHAEL MIKE KELLY BOARD TREASURER 2.00 X X 0 0 0 MR AUGUSTUS GUS CHAPMAN TRUSTEE 2.00 X 0 0 0 MRS MARIE DIECKMANN TRUSTEE 2.00 X 0 0 0 DR LAURA HERPEL TRUSTEE 2.00 X 0 0 0 MR PHILIP PHIL JOHNSTON TRUSTEE 2.00 X 0 0 0 MR JOHN MOORMAN TRUSTEE 2.00 X 0 0 0 MR ROX POLLARD TRUSTEE 2.00 X 0 0 0 DR ANN RUDERMAN TRUSTEE 2.00 X 0 0 0 MR PRESTON SABALIS TRUSTEE 2.00 X 0 0 0 MR LANA SIMS TRUSTEE 2.00 X 0 0 0 MR WADE STINNETTE TRUSTEE 2.00 X 0 0 0 MAJ GEN FRANCIS ELI WISHART TRUSTEE 2.00 X 0 0 0 MR THOM JONES EX-OFFICIO 2.00 X 0 0 0 THE RT REV DANIEL RICHARDS EX-OFFICIO 2.00 X 0 0 0 THE REV'D CANON RUTH MORSE WOODLIFF EX-OFFICIO 2.00 X 0 0 0 DANNY L SANFORD PRESIDENT/CEO 50.00 X 371395 0 162921 CAROLYN J TWISDALE CFO 50.00 X 231663 0 38633 NIKKI W ROBERTSON VP HEALTH & WELLNESS 50.00 X 214791 0 36271 DAVID S SMART COO 40.00 X 227635 0 15825 JOSEPH WENGER CFO 50.00 X 28124 0 0 ELIZABETH DICKERSON HEAD OF COMPLIANCE 50.00 X 128054 0 5122 DAVID T BLENCOWE DIRECTOR OF INFORMATION TE 50.00 X 131774 0 16439 CHRISTINA BOSWELL DIRECTOR OF ACCOUNTING 50.00 X 124842 0 12268 LEIGH ANNA COMPTON DIRECTOR OF HUMAN RESOURCE 50.00 X 155919 0 20413 SCOTT B WEATHERS DIRECTOR OF ENVIRONMENTAL 50.00 X 125835 0 11233 RAY COLSTON FORMER CFO 0.00 X 146556 0 0 1886588 0 319125 10 1 1 0 GMK ASSOCIATES INC 1201 MAIN STREET STE 2100 COLUMBIA SC 29201 ARCHITECTURAL SERVICES 2030575 HAYNSWORTH SINKLER BOYD PA ONE N MAIN ST 2ND FLOOR GREENVILLE SC 29601 LEGAL SERVICES 1015525 HEALTHPRO HERTITAGE 1 MARCUS DRIVE GREENVILLE SC 29615 THERAPY SERVICES 650785 GAGE CONSTRUCTION LLC SAINT PETERS CHURCH RD CHAPIN SC 29036 CONSTRUCTION 602914 FORVIS LLP 4350 CONGRESS ST 900 CHARLOTTE NC 28209 ACCOUNTING SERVICES 445046 8 883791 883791 RESIDENT SERVICE REVENUE 623000 35254639 35254639 AMORTIZATION OF ADVANCE FEES 623000 4329450 4329450 OTHER SERVICE REVENUE 623000 1039605 1039605 APPLICATION FEES 623000 19963 19963 40643657 1254258 1254258 12945209 12714773 230436 230436 230436 43012142 40643657 0 1484694 1073608 268402 805206 19904817 17092352 2692285 120180 488557 404307 81451 2799 1730848 1432368 288564 9916 1498465 1240059 249822 8584 432000 432000 26361 26361 127418 127418 78798 78798 1894922 1293451 601471 182924 182924 1988453 1602358 375721 10374 1050211 306063 734929 9219 1787353 1768330 19023 100588 61105 39259 224 12332 12332 5158635 5158635 6298436 6298436 531995 1554 530441 MED. SUPPLIES/FOOD COST 2745966 2561201 183455 1310 47112687 39671545 7278536 162606 5076973 4054822 263987 16063801 8631525 1833640 223464 223357 641943 211841 199824935 57372029 141737557 142452906 14657390 18166894 26532 26532 25070181 13024100 196329552 196057893 5038333 4758253 28683348 103237107 101763973 88522945 63901438 196798385 199107012 X -4057964 -7095197 3589131 4046078 -468833 -3049119 196329552 196057893 -4100545 1520259 0 X X 0 1 X 1 0 X 946095 346790 3519897 8804015 883791 14500588 24934159 27573294 31577374 36091389 40643657 160819873 4750 1000 5750 25885004 27921084 35097271 44895404 41527448 175326211 201871 228404 316597 257595 66804 1071271 0 201871 228404 316597 257595 66804 1071271 174254940 1661268 1122808 498473 442376 1254258 4979183 1661268 1122808 498473 442376 1254258 4979183 27546272 29043892 35595744 45337780 42781706 180305394 0.96640 0.96480 0.02760 0.02790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 4600 4600 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF LEADING AGE - AN ORGANIZATION THAT SUPPORTS THE OVERALL HEALTH OF CHILDREN, SENIORS, AND THOSE WITH SPECIAL NEEDS. A PORTION OF THE MEMBERSHIP DUES ARE USED TO LOBBY FOR ISSUES AFFECTING THESE INDIVIDUALS. FOR FY 2023 APPROXIMATELY $4,600 OF DUES WERE SPENT ON LOBBYING. 4362892 -254903 4107989 4115907 1000 245985 4362892 3592120 2164 530803 9180 4115907 3501215 1937 92799 3831 3592120 3436762 2688 61765 3501215 0.13000 0.61000 0.26000 0 0 1243611 1243611 171844882 51540208 120304674 2193428 657859 1535569 17250975 5173962 12077013 7292039 7292039 142452906 457B ASSETS 1460273 ASSETS LIMITED TO USE 11467382 RIGHT OF USE ASSETS-OPERATING LEASES 96445 13024100 DUE TO RESIDENTS 258371 ADVANCE ADMISSION DEPOSITS 724258 ANNUITIES PAYABLE 47296 REFUNDABLE PORTION OF ENTRANCE FEES 61289927 DEFERRED COMPENSATION 1480952 OPERATING LEASE OBLIGATIONS 100634 63901438 X 44586582 1520259 54181 1574440 43012142 0 43012142 47166868 54181 54181 47112687 0 47112687 PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: STILL HOPES IS ORGANIZED AS A NOT-FOR-PROFIT, TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SIMILAR STATE STATUTES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. STILL HOPES HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 54,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 54,181. X 1 0 X X X 0 1 0 0 0 0 0 0 0 DANNY L SANFORD PRESIDENT/CEO 371395 0 0 0 0 0 151753 0 11168 0 534316 0 0 0 CAROLYN J TWISDALE CFO 231663 0 0 0 0 0 32433 0 6200 0 270296 0 0 0 NIKKI W ROBERTSON VP HEALTH & WELLNESS 214791 0 0 0 0 0 30071 0 6200 0 251062 0 0 0 DAVID S SMART COO 227635 0 0 0 0 0 9105 0 6720 0 243460 0 0 0 LEIGH ANNA COMPTON DIRECTOR OF HUMAN RESOURCE 155919 0 0 0 0 0 6237 0 14176 0 176332 0 0 0 RAY COLSTON FORMER CFO 0 0 0 0 146556 0 0 0 0 0 146556 0 0 0 PART I, LINE 1A THE BOARD ALLOWS A GROSS UP FOR THE 457(B) PLAN ONLY. THE CEO, CFO, AND VP OF HEALTH & WELLNESS RECEIVE TAX GROSS UPS FOR THEIR 457(B) PLAN. THE GROSS UPS WERE INCLUDED IN THE W-2 ACCORDINGLY. PART I, LINE 4B THE FOLLOWING INDIVIDUALS ACCRUED THE FOLLOWING AMOUNTS UNDER A 457(F) PLAN OFFERED BY THE ORGANIZATION: DANNY SANFORD - $139,553 CAROLYN TWISDALE - $2,666 NIKKI ROBERTSON - $1,480 DURING THE YEAR FORMER CFO RECEIVED A PAYMENT OF $146,556 UNDER THE DISTRIBUTION TERMS OF THE 457(F) PLAN OFFERED BY THE ORGANIZATION. A SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 83704CAF5 2017-09-20 40606323 RESIDENTIAL CARE FACILITIES REVENUE BOND - SERIES 2017 0 0 0 B SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 83704CAG3 2018-12-20 69083448 RESIDENTIAL CARE FACILITIES REVENUE AND REVENUE REFUNDING BONDS SERIES 2018A 0 0 0 A 489000 40891582 3407226 2483157 812126 28478952 5685788 2019 0 1 1 1 B 12346712 69344374 3300812 1346115 38744521 25952826 1 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 0 0 1 SOCIETE GENERALE 1.600000000000 1 0 1 B 0 1 0 0 0 0 1 BAYERISCHE LANDESBANK 2.800000000000 0 0 1 A 1 B 1 SCHEDULE K, PART II, LINE 3 (A)SERIES 2017 $40,606,323 - INITIAL PROCEEDS FROM ISSUE $285,259 - CUMULATIVE INVESTMENT EARNINGS $40,891,582 - TOTAL PROCEEDS SCHEDULE K, PART II, COLUMN C, LINES 3 AND 10 SERIES 2018B BONDS ARE ISSUED UNDER A "DRAW-DOWN" LOAN AGREEMENT IN THE PRINCIPAL AMOUNT NOT TO EXCEED $23,000,000. AS OF 9-30-2021 PRINCIPAL AMOUNT OF $18,920,632.54 OF THE SERIES 2018B BONDS HAD BEEN ADVANCED, EXPENDED AND REPAID IN JULY 2021. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FINANCE COMMITTEE REVIEWED THE FORM 990 DURING ITS AUGUST MEETING. THE FINANCE COMMITTEE IS AUTHORIZED BY THE GOVERNING BODY TO PERFORM A REVIEW AND APPROVE THE FORM 990. THE COMMITTEE WILL REPORT ON ITS APPROVAL OF THE FORM 990 AFTER ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT EACH BOARD MEMBER SUBMIT AN ANNUAL DISCLOSURE OF INTEREST FORM IDENTIFYING ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE RESPONSIBLE FOR IDENTIFYING ANY NEW POTENTIAL CONFLICTS THAT MAY ARISE DURING THE COURSE OF THE YEAR. MEMBERS MUST REFRAIN FROM VOTING ON ISSUES WHERE A POTENTIAL CONFLICT IS PRESENT. FAILURE TO COMPLY WITH THESE PROCEDURES WILL RESULT IN REMOVAL FROM THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ENGAGES AN INDEPENDENT CONSULTANT TO REVIEW THE COMPENSATION ANNUALLY OF THE CEO, VP OF FINANCE, VP OF HEALTH & WELLNESS, AND THE VP OF OPERATIONS. THE CONSULTANT PRESENTS THE REPORT TO THE EXECUTIVE COMMITTEE FOR THEIR REVIEW. THE EXECUTIVE COMMITTEE PRESENTS THE REPORT TO THE FULL BOARD OF TRUSTEES WHO THEN APPROVE THE CEO'S COMPENSATION FOR THE COMING YEAR. THE BOARD ALSO GIVES THE CEO THEIR APPROVED RANGE OF PAY FOR THE VP OF FINANCE, THE VP OF HEALTH & WELLNESS, AND THE VP OF OPERATIONS. KEY EMPLOYEES HAVE SALARY RANGES ESTABLISHED BASED UPON A NUMBER OF COMPARABLE SURVEYS INCLUDING THE LEADING AGE SALARY AND BENEFITS SURVEY THAT IS PUBLISHED EACH YEAR. THE BOARD HAS INPUT INTO THESE WAGE SCALES AS WELL AND GIVES MANAGEMENT GUIDANCE ON THE WAGE SCALES SO THEY ARE COMPETITIVE DURING THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON WWW.GUIDESTAR.ORG. THE FORM 990 IS ALSO ON DISPLAY IN THE COMMUNITY LIBRARY FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE ALSO ON DISPLAY IN THE COMMUNITY LIBRARY FOR REVIEW. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EPISCOPAL CHURCH HOME AT YORK PLACE INC ONE STILL HOPES DRIVE WEST COLUMBIA SC 29169 814907507 RELIGIOUS COMMUNITY SC 501(C)(3) LINE 7 SOUTH CAROLINA EPISCOPAL HOME AT STILL HOPES 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0