SENIOR TOTAL LIFE CARE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SENIOR TOTAL LIFE CARE (EIN 45-4706283)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349306491
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:46:12-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561056216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCANNON ROGERS DRISCOLL & ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 339 | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 280530339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454706283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR TOTAL LIFE CARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SENI | BusinessNameControlTxt |
| Phone | 7048740603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 REMOUNT ROAD | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID O'CONNOR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN M WALKER | PreparerPersonNm |
| PTIN | P02403110 | PTIN |
| Phone | 7048670264 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE KENZIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 REMOUNT ROAD | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,487,907 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://SENIORTLC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE AND ENHANCE THE INDEPENDENCE OF SENIORS WISHING TO LIVE IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 191 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $207,609 | PYContributionsGrantsAmt |
| CY Contributions Grants | $652,794 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,443,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,748,170 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,598 | PYInvestmentIncomeAmt |
| CY Investment Income | $86,943 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,657,507 | PYTotalRevenueAmt |
| CY Total Revenue | $36,487,907 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,782,297 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,137,030 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,706,726 | PYOtherExpensesAmt |
| CY Other Expenses | $21,085,774 | CYOtherExpensesAmt |
| PY Total Expenses | $26,489,023 | PYTotalExpensesAmt |
| CY Total Expenses | $33,222,804 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,168,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,265,103 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,848,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,189,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,986,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,062,704 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,861,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,126,811 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE AND SUSTAIN THE INDEPENDENCE OF SENIORS WISHING TO REMAIN IN THE COMMUNITY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $28,903,002 | ExpenseAmt |
| Revenue | $35,748,170 | RevenueAmt |
| Desc | THE PURPOSE OF THE ORGANIZATION SHALL BE TO ENHANCE THE QUALITY OF LIFE AND BENEFIT THE ELDERLY CITIZENS OF GASTON COUNTY, NORTH CAROLINA, AND THE SURROUNDING COMMUNITIES. MORE SPECIFICALLY, THE MAJOR PURPOSES ARE TO PROMOTE THE HEALTH AND WELFARE OF THE ELDERLY CITIZENS THROUGH THE COORDINATION, CONSOLIDATION AND FOCUS OF HEALTHCARE RESOURCES AVAILABLE TO THEM. THE CORPORATION SHALL SUPPORT THE PROVISION OF SUCH HEALTH AND WELFARE SERVICES WITHOUT REGARD TO RACE, CREED, COLOR, SEX OR NATIONAL ORIGIN AND FOR THE BENEFIT OF ALL RESIDENTS OF GASTON COUNTY AND THE SURROUNDING AREAS. | Desc |
| Total Program Service Expenses | $28,903,002 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 191 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRBY NICKERSON | PersonNm |
| Phone | 7047548228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 947 | AddressLine1Txt |
| Address Line2 | 1416 S MARTIN LUTHER KING JR AVE | AddressLine2Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| CATHERINE KENZIG | ||||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $290,773 | $0 | $21,645 | |||
| LEANNE SHUFORD | ||||||||
| EMPLOYEE | 40.00 | $160,444 | $0 | $6,485 | Yes (X) | |||
| DR ALAN CLARK | ||||||||
| MEDICAL DIRE | 40.00 | $153,019 | $0 | $12,748 | Yes (X) | |||
| MICHELLE LYNN RODRIGUEZ | ||||||||
| EMPLOYEE | 40.00 | $145,894 | $0 | $10,835 | Yes (X) | |||
| VICTORIA ELLEN CAUDILL | ||||||||
| EMPLOYEE | 40.00 | $138,709 | $0 | $11,337 | Yes (X) | |||
| KAREN CLINE | ||||||||
| EMPLOYEE | 40.00 | $132,498 | $0 | $10,932 | Yes (X) | |||
| LYDIA ALEXANDER | ||||||||
| EMPLOYEE | 40.00 | $130,267 | $0 | $10,650 | Yes (X) | |||
| VERONICA FEDUNIEC | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TED GOINS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DAVID O'CONNOR | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR ERIK SHULS | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK SKILLSTEAD | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KESHA SMITH | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DANNY WHARTON | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,151,604 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $84,632 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TABULA RASA HEALTHCARE INC | |||||
| 228 STRAWBRIDGE DR SUITE 100 | MOORESTOWN | NJ | 08057 | PHARMACY | $746,677 |
| KINTEGRA HEALTH | |||||
| 200 EAST SECOND AVE | GASTONIA | NC | 28052 | RELATED PARTY | $744,217 |
| MCKESSON MEDICAL | |||||
| PO BOX 634404 | CINCINNATI | OH | 45263 | MEDICAL SUPPLIE | $497,574 |
| EARL TINDOL FORD INC | |||||
| 1901 EAST FRANKLIN BLVD | GASTONIA | NC | 28054 | VAN REPAIR | $425,784 |
| DAVID E LOOPER & COMPANY INC | |||||
| 320 15TH STREET SE | HICKORY | NC | 28602 | CONSTRUCTION | $387,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $652,794 | GovernmentGrantsAmt |
| Total Contributions | $652,794 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 623000 | BusinessCd |
| Total Revenue Column | $35,748,170 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,748,170 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,748,170 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,943 | TotalRevenueColumnAmt |
| Exclusion | $86,943 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,487,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,748,170 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $86,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,418 | TotalAmt |
| Management And General | $312,418 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,443,756 | TotalAmt |
| Program Services | $7,895,847 | ProgramServicesAmt |
| Management And General | $1,547,909 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,507 | TotalAmt |
| Program Services | $463,540 | ProgramServicesAmt |
| Management And General | $130,967 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,327 | TotalAmt |
| Program Services | $864,877 | ProgramServicesAmt |
| Management And General | $175,450 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,022 | TotalAmt |
| Program Services | $611,587 | ProgramServicesAmt |
| Management And General | $134,435 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110 | TotalAmt |
| Management And General | $110 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,435 | TotalAmt |
| Management And General | $513,435 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,868 | TotalAmt |
| Program Services | $2,868 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,090,450 | TotalAmt |
| Program Services | $9,273,897 | ProgramServicesAmt |
| Management And General | $816,553 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,909 | TotalAmt |
| Program Services | $347,909 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,429 | TotalAmt |
| Program Services | $364,653 | ProgramServicesAmt |
| Management And General | $69,776 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,683 | TotalAmt |
| Program Services | $522,900 | ProgramServicesAmt |
| Management And General | $114,783 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,370 | TotalAmt |
| Program Services | $250,370 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $4,539,170 | $4,480,264 | $58,906 |
| OTHER EXPENSES | $4,209,350 | $3,824,290 | $385,060 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,222,804 | TotalAmt |
| Program Services | $28,903,002 | ProgramServicesAmt |
| Management And General | $4,319,802 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,568,541 | BOYAmt |
| EOY | $6,651,089 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,094 | BOYAmt |
| EOY | $698,216 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,829 | BOYAmt |
| EOY | $29,192 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,615 | BOYAmt |
| EOY | $34,608 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,818 | BOYAmt |
| EOY | $5,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,055,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,102,209 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,287,951 | BOYAmt |
| EOY | $8,953,430 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,325 | BOYAmt |
| EOY | $1,817,980 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,848,173 | BOYAmt |
| EOY | $18,189,515 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,267,745 | BOYAmt |
| EOY | $3,159,298 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,339 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,167 | BOYAmt |
| EOY | $85,145 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,214 | BOYAmt |
| EOY | $1,818,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,986,465 | BOYAmt |
| EOY | $5,062,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,861,708 | BOYAmt |
| EOY | $13,126,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,861,708 | BOYAmt |
| EOY | $13,126,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,848,173 | BOYAmt |
| EOY | $18,189,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,265,103 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,002,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $207,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $652,794 | CurrentTaxYearAmt |
| Total | $2,100,283 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,077,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,180,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,400,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,443,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,748,170 | CurrentTaxYearAmt |
| Total | $129,849,405 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,077,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,417,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,402,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,650,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,400,964 | CurrentTaxYearAmt |
| Total | $131,949,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $131,949,688 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,943 | CurrentTaxYearAmt |
| Total | $147,001 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,729 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,943 | CurrentTaxYearAmt |
| Total | $147,001 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,092,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,446,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,412,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,657,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,487,907 | CurrentTaxYearAmt |
| Total | $132,096,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99890 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,314 | OtherCostOrOtherBasisAmt |
| Book Value | $191,314 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,710,079 | OtherCostOrOtherBasisAmt |
| Book Value | $5,710,079 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,456,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,192,272 | DepreciationAmt |
| Book Value | $1,263,788 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,559,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $763,214 | DepreciationAmt |
| Book Value | $796,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,138,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,146,723 | DepreciationAmt |
| Book Value | $991,542 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,953,430 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT OF USE | Desc |
| Book Value | $1,817,980 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,817,980 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,818,261 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,818,261 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,487,907 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $36,487,907 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $36,487,907 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,222,804 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $33,222,804 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $33,222,804 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CATHERINE KENZIG | ||||
| EXECUTIVE DIRECTOR | $226,272 | $64,501 | $21,645 | $312,418 |
| LEANNE SHUFORD | ||||
| EMPLOYEE | $145,694 | $14,750 | $6,485 | $166,929 |
| DR ALAN CLARK | ||||
| MEDICAL DIRECTOR | $146,419 | $6,600 | $12,748 | $165,767 |
| MICHELLE LYNN RODRIGUEZ | ||||
| EMPLOYEE | $130,053 | $15,841 | $10,835 | $156,729 |
| VICTORIA ELLEN CAUDILL | ||||
| EMPLOYEE | $127,009 | $11,700 | $11,337 | $150,046 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | KINTEGRA CHAIRMAN EMPLOYEE CAROMONT REGIONAL MEDICAL CENTER VICE CHAIR EMPLOYEE LUTHERAN SERVICES CAROLINAS SECRETARY EMPLOYEE CAROMONT REGIONAL MEDICAL CENTER TREASURER EMPLOYEE |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE INITIAL MEMBERS ARE THOSE DESIGNATED AS EVIDENCED BY THE EXECUTION AND ADOPTION OF THE BY-LAWS OF THE ORGANIZATION. THERE SHALL BE NO MORE THAN THREE MEMBERS AT ANY GIVEN TIME. THE SPONSORING ENTITIES REFER TO CAROMONT HEALTH, INC., GASTON FAMILY HEALTH SERVICES, INC., AND LUTHERAN SERVICES CAROLINAS. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD SHALL CONSIST OF EIGHT MEMBERS. FOUR OF WHOM SHALL BE APPOINTED BY CAROMONT HEALTH, INC., TWO OF WHOM SHALL BE APPOINTED BY GASTON FAMILY HEALTH SERVICES, INC. AND TWO OF WHOM SHALL BE APPOINTED BY LUTHERAN SERVICES CAROLINAS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND INFORMATION PROVIDED BY MANAGEMENT. THE 990 WAS PROVIDED TO EVERY MEMBER OF THE BOARD FOR REVIEW AND APPROVAL BEFORE FILING THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH APPLICABLE EMPLOYEE AND DIRECTOR SHALL FULLY AND TRUTHFULLY COMPLETE A QUESTIONNAIRE CONCERNING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST ANNUALLY. SUCH QUESTIONNAIRE SHALL IDENTITY THE EMPLOYEE'S OBLIGATION TO MAKE THE BOARD OF DIRECTORS AWARE OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AS THEY MAY ARISE AND CONTAIN SAID EMPLOYEE'S AGREEMENT TO ABIDE BY ALL TERMS AND CONDITIONS OF THIS POLICY AS A CONDITION OF RETAINING THEIR POSITION. SUCH QUESTIONNAIRE SHALL BE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION FOR EXECUTIVES IS DETERMINED BY USING THE EXECUTIVE COMPENSATION REPORT PRODUCED BY THE NATIONAL PACE ASSOCIATION. ONCE THE COMPENSATION IS DETERMINED, IT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION FOR OTHER OFFFICERS OR KEY EMPLOYEES IS DETERMINED BY USING THE EXECUTIVE COMPENSATION REPORT PRODUCED BY THE NATIONAL PACE ASSOCIATION. ONCE THE COMPENSATION IS DETERMINED, IT IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | A COPY OF THE ORGANIZATION'S FORM 990 WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES 9,273,897 816,553 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROMONT HEALTH INC | ||||||||||||
| 2525 COURT DRIVE | PO BOX 1747 | GASTONIA | NC | 28053 | 581636959 | PARENT ORG | NC | 501C3 | 3 | N/A | false | |
| LSA MANAGEMENT INC | ||||||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | 201457236 | ACCOUNTING | NC | 501C3 | 10 | N/A | false | ||
| GASTON FAMILY HEALTH SERVICES INC | ||||||||||||
| 200 E SECOND AVENUE | GASTONIA | NC | 28052 | 581958398 | PAYROLL | NC | 501C3 | 3 | N/A | false | DBA KINTEGRA HEALTH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |