2023-08-15T12:06:48-05:00 2022-09-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2021-10-01 560614176 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC DEER 8282741531 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ROBERT K CHANDLER CFO 8282741531 2023-08-15 1 ROBERT CHANDLER 999009999 AMY BIBBY P00445891 8282542254 2023-08-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT K CHANDLER 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 43315516 0 X WWW.DEERFIELDWNC.ORG X 1955 NC LIFETIME CARE IN A RELIGIOUS ATMOSPHERE 14 13 419 120 0 0 1430676 1522508 36551095 36110794 2400185 5362933 308681 311496 40690637 43307731 924453 1025726 0 0 15808785 17381223 0 0 122026 17921866 19823088 34655104 38230037 6035533 5077694 251462186 241626533 159411799 161664509 92050387 79962024 X THE MISSION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. IS TO OPERATE A NONPROFIT RETIREMENT COMMUNITY GUIDED BY CHRISTIAN IDEALS, TO OFFER A CONTINUUM OF CARE TO ALL PEOPLE, TO PROMOTE INDEPENDENCE AND THE HIGHEST QUALITY OF LIFE, AND TO PROVIDE PHYSICAL AND FINANCIAL SECURITY. 0 0 33869238 1025726 36110794 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. ("DEERFIELD"), A NORTH CAROLINA NONPROFIT CORPORATION, WAS ORGANIZED FOR THE PURPOSE OF OPERATING A CONTINUING CARE RETIREMENT COMMUNITY. DEERFIELD IS GOVERNED BY A BOARD OF DIRECTORS, WHICH IS COMPOSED OF INDEPENDENT CIVIC LEADERS WHO SERVE WITHOUT COMPENSATION.REV. RUL. 72-124, 1972-1 C.B. 145, SETS OUT REQUIREMENTS THAT "HOMES FOR THE AGED" MUST MEET TO QUALIFY FOR SECTION 501(C)(3) EXEMPTION. THE INTERNAL REVENUE SERVICE PROVIDED THE FOLLOWING REQUIREMENTS: (1) SATISFACTION OF THE NEED FOR HOUSING THROUGH THE PROVISION OF EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS, AND SIMILAR NEEDS OF AGED PERSONS; (2) SATISFACTION OF THE NEED FOR HEALTH CARE THROUGH PROVISION OF PHYSICAL AND MENTAL HEALTH SERVICES DIRECTLY OR THROUGH CONTINUING ARRANGEMENTS WITH OUTSIDE ORGANIZATIONS; AND (3) SATISFACTION OF THE NEED FOR FINANCIAL SECURITY THROUGH MAINTAINING IN RESIDENCE ANY PERSONS WHO BECOME UNABLE TO PAY THEIR REGULAR CHARGE AND THROUGH PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. DEERFIELD SATISFIES ALL THREE REQUIREMENTS.IN CONJUNCTION WITH ITS COMMITMENT TO MAINTAINING PERSONS IN RESIDENCE WHO BECOME UNABLE TO PAY, DEERFIELD HAS ESTABLISHED A BENEVOLENT ASSISTANCE FUND, WHICH IS USED FOR THE EXCLUSIVE PURPOSE OF PROVIDING ASSISTANCE TO RESIDENTS IN NEED. SUCH RESIDENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE RESIDENT AND SUBSEQUENT REVIEW AND ANALYSIS. DURING THE YEAR ENDED SEPTEMBER 30, 2022, THE CHARGES FORGONE RELATED TO DEERFIELD'S BENEVOLENT ASSISTANCE PROGRAM WERE APPROXIMATELY $394,000.EXCEPT FOR SOME PRE-EXISTING FEE-FOR-SERVICE CONTRACTS, DEERFIELD OPERATES UNDER THE "LIFE CARE" CONCEPT WHEREBY RESIDENTS ENTER INTO AN AGREEMENT WITH THE ORGANIZATION THAT SPECIFIES THE SERVICES AND FACILITIES TO BE PROVIDED TO THE RESIDENT OVER HIS OR HER REMAINING LIFE. THE AGREEMENT REQUIRES PAYMENT OF A ONE-TIME ENTRANCE FEE AND DEERFIELD'S MONTHLY SERVICE FEES. UNDER THE AGREEMENT, DEERFIELD HAS THE ABILITY TO INCREASE FEES AS DEEMED NECESSARY.IN FURTHERANCE OF ITS CHARITABLE PURPOSE, DEERFIELD PROVIDES MEETING AND OFFICE SPACE FOR THREE NON-PROFIT ORGANIZATIONS ON ITS GROUNDS. THE ANNUAL RENTAL INCOME FOREGONE IS VALUED AT AN ESTIMATED $303,000 DURING THE YEAR ENDED SEPTEMBER 30, 2022.DEERFIELD ALSO PROVIDES NUMEROUS COMMUNITY BENEFITS WHICH INCLUDE CHARITABLE DONATIONS AND DONATED VOLUNTEER SERVICES IN THE AMOUNTS OF $1,224,000 DURING THE YEAR ENDED SEPTEMBER 30, 2022. 33869238 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 66 0 1 419 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT K CHANDLER 8282741531 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 JEFF COVINGTON CHAIR 2.00 X X 0 0 0 ROBA WHITELEY VICE CHAIR/CHAIR 2.00 X X 0 0 0 LARRY HARRIS TREASURER 2.00 X X 0 0 0 VIRGINIA TEMPLETON SECRETARY/VICE CHAIR 2.00 X X 0 0 0 GLENN MAYES TREASURER 2.00 X X 0 0 0 ISAAC OWOLABI SECRETARY 2.00 X X 0 0 0 ROBERT BURGIN BOARD MEMBER 2.00 X 0 0 0 EUGENE CARR BOARD MEMBER 2.00 X 0 0 0 BILL CLONTZ BOARD MEMBER 2.00 X 0 0 0 SUZANNE DAWKINS BOARD MEMBER 2.00 X 0 0 0 CHRIS DISMUKES BOARD MEMBER 2.00 X 0 0 0 REV TODD DONATELLI BOARD MEMBER 2.00 X 0 0 0 ROBERT KIEFFER BOARD MEMBER 2.00 X 0 0 0 BRENDA NASH BOARD MEMBER 2.00 X 0 0 0 PAT BAKER BOARD MEMBER 2.00 X 0 0 0 THE RT REV JOSE MCLOUGHLIN BOARD MEMBER 2.00 X 0 0 0 TOM OWENS BOARD MEMBER 2.00 X 0 0 0 DAVE BROWN BOARD MEMBER 2.00 X 0 0 0 LIBBY BUSH CEO (BEGINNING AUG. '22) 40.00 X 0 0 0 ROBERT F WERNET JR CEO (THROUGH SEPT. '22) 40.00 X 416794 0 298025 ROBERT CHANDLER CFO 40.00 X 279947 0 135111 MATT SHARPE COO 40.00 X 199779 0 5518 KEITH EINSMANN DIRECTOR OF FACILITIES 40.00 X 157112 0 24404 BRIAN KING DIRECTOR OF HEALTH & WELLNESS 40.00 X 144011 0 25972 CINDY CLAMPETT DIRECTOR OF NURSING 40.00 X 145611 0 9408 SHIRLEY BURNETTE DIRECTOR OF HUMAN RESOURCES 40.00 X 134732 0 17623 1477986 0 516061 10 0 1 0 THW DESIGN 2100 RIVEREDGE PARKWAY SUITE 900 ATLANTA GA 30328 DESIGN 2185330 WILLIAM A STEWART SUPERIOR PO BOX 602292 ASHEVILLE NC 28816 CONTRACTOR 1038198 MECHANICAL BUILDING SYSTEMS PO BOX 765 ARDEN NC 28704 HVAC 764352 JIMMY WHITE BUILDERS 5 MILL RACE LANE SWANNANOA NC 28778 CONTRACTOR 757117 CORNERSTONE ELECTRICAL SERVICES 120 PEARL LANE MARS HILL NC 28754 ELECTRICIAN 734829 13 375717 1146791 1522508 RESIDENT FEES 623000 26302759 26302759 AMORTIZATION OF ENTRANCE FEES 623000 9254453 9254453 ADDITIONAL RESIDENT SERVICES 900099 553582 553582 36110794 1943476 1943476 3419272 185 0 0 3419272 185 3419457 3419457 9385 7785 1600 1600 MISCELLANEOUS REVENUE 900099 309896 309896 309896 43307731 36110794 0 5674429 1018242 1018242 7484 7484 696741 208397 488344 12827152 10869950 1885059 72143 190544 129302 59126 2116 2699641 2180317 507315 12009 967145 816694 145289 5162 105869 105869 110494 110494 2050148 1998997 50000 1151 226785 215919 10866 2056191 1395085 642823 18283 168371 168371 3586327 3586327 22219 4113 18005 101 42516 31791 10530 195 1631334 1631334 6516062 6516062 326442 326442 FOOD 2362971 2362971 MEDICAL SUPPLIES 325793 325793 EMERGENCY DISASTER 234472 234472 RESIDENT EVENTS 57094 57094 38230037 33869238 4238773 122026 549 550 9423672 9895700 1905010 1266174 139594 113207 277878 301739 223652422 90462635 131715540 133189787 92571344 81120741 15428599 15738635 251462186 241626533 5742832 6091486 99187421 104690543 52332042 49117892 2149504 1764588 159411799 161664509 X 84374365 71682930 7676022 8279094 92050387 79962024 251462186 241626533 X 5077694 -17118626 -47431 X X 0 1 X 1 0 X 3456874 1145703 1072732 1430676 1522508 8628493 35158431 35935168 37495865 36551095 36110794 181251353 15186 14947 8156 9123 9385 56797 38630491 37095818 38576753 37990894 37642687 189936643 321740 467668 139646 151865 456430 1537349 0 321740 467668 139646 151865 456430 1537349 188399294 1537837 1875255 1889086 1579830 1943476 8825484 1537837 1875255 1889086 1579830 1943476 8825484 316482 316748 313319 308212 309896 1564657 40484810 39287821 40779158 39878936 39896059 200326784 0.94050 0.94330 0.04410 0.04260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13966230 13966230 149378080 61753542 87624538 41516837 18446034 23070803 11782955 10263059 1519896 7008320 7008320 133189787 BOND ISSUANCE COSTS, NET 528962 INTEREST RECEIVABLE 136772 INVESTMENT IN FOUNDATION 13916533 DUE FROM RELATED PARTY 1156368 15738635 ADMISSION DEPOSITS 1764588 1764588 X 26189105 -17118626 -17118626 43307731 0 43307731 38230037 0 38230037 0 38230037 PART X, LINE 2: DEERFIELD IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. DEERFIELD HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2022 AND 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN RESTRICTED NET ASSETS 1 ABCCM 20 TWENTIETH STREET ASHEVILLE NC 28806 560945001 501(C)(3) 83710 0 MISSION SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 5550 0 MISSION SUPPORT AMERICAN RED CROSS 100 EDGEWOOD ROAD ASHEVILLE NC 28804 530196605 501(C)(3) 6480 0 MISSION SUPPORT ASHEVILLE ART MUSEUM PO BOX 1717 ASHEVILLE NC 28802 566060776 501(C)(3) 16010 0 MISSION SUPPORT ASHEVILLE HUMANE SOCIETY 14 FOREVER FRIEND LANE ASHEVILLE NC 28806 561444098 501(C)(3) 21690 0 MISSION SUPPORT BELOVED ASHEVILLE 32 OLD CHARLOTTE HIGHWAY ASHEVILLE NC 28803 843381632 501(C)(3) 29260 0 MISSION SUPPORT BLUE RIDGE PUBLIC RADIO 73 BROADWAY ST ASHEVILLE NC 28801 581445328 501(C)(3) 11170 0 MISSION SUPPORT CALVARY EPISCOPAL FOOD PANTRY PO BOX 187 FLETCHER NC 28732 611657546 501(C)(3) 9100 0 MISSION SUPPORT CATHOLIC CHARITIES USA 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 22314 530196620 501(C)(3) 15740 0 MISSION SUPPORT CHILDREN FIRSTCOMMUNITY IN SCHOOLS 37 BRICKYARD ROAD ASHEVILLE NC 28806 591721943 501(C)(3) 6000 0 MISSION SUPPORT CHURCH OF THE ADVOCATE 60 CHURCH STREET ASHEVILLE NC 28801 263307854 501(C)(3) 8041 0 MISSION SUPPORT COMMUNITY FOUNDATION OF WNC 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 561223384 501(C)(3) 24000 0 MISSION SUPPORT COUNCIL ON AGING OF BUNCOMBE COUNTY 46 SHEFFIELD CIRCLE ASHEVILLE NC 28803 237410586 501(C)(3) 54000 0 MISSION SUPPORT DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 19750 0 MISSION SUPPORT EPISCOPAL RELIEF AND DEVELOPMENT 815 SECOND AVENUE NEW YORK NY 10017 731635264 501(C)(3) 50068 0 MISSION SUPPORT FLAT ROCK PLAYHOUSE PO BOX 310 FLAT ROCK NC 28731 560571518 501(C)(3) 10600 0 MISSION SUPPORT FOUR SEASONS FOUNDATION 211 N MAIN STREET HENDERSONVILLE NC 28792 475508988 501(C)(3) 44101 0 MISSION SUPPORT HABITAT FOR HUMANITY 30 MEADOW ROAD ASHEVILLE NC 28803 561363464 501(C)(3) 50180 0 MISSION SUPPORT HAYWOOD STREET CONGREGATION AND RESPITE 297 HAYWOOD STREET ASHEVILLE NC 28801 455301549 501(C)(3) 13366 0 MISSION SUPPORT HELPMATE PO BOX 2263 ASHEVILLE NC 28802 561276293 501(C)(3) 33610 0 MISSION SUPPORT HOMEWARD BOUND PO BOX 1166 ASHEVILLE NC 28802 561568917 501(C)(3) 49200 0 MISSION SUPPORT LAKE LOGAN 25 WORMY CHESTNUT LANE CANTON NC 28716 560797521 501(C)(3) 5340 0 MISSION SUPPORT NORTH CAROLINA HOMES FOR THE AGING FOUNDATION PO BOX 27527 RALEIGH NC 27611 581594182 501(C)(3) 10000 0 MISSION SUPPORT LITERACY TOGETHER 31 COLLEGE PLAZA B221 ASHEVILLE NC 28801 581696409 501(C)(3) 6600 0 MISSION SUPPORT LUTHERAN FAMILY SERVICES IN THE CAROLINAS PO BOX 947 SALISBURY NC 28145 561286323 501(C)(3) 10150 0 MISSION SUPPORT MAHEC FOUNDATION 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 5200 0 MISSION SUPPORT MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHEVILLE NC 28805 581514800 501(C)(3) 113422 0 MISSION SUPPORT MEALS ON WHEELS 146 VICTORIA ROAD ASHEVILLE NC 28801 561115597 501(C)(3) 38140 0 MISSION SUPPORT MEMORYCARE 100 FAR HORIZONS LANE ASHEVILLE NC 28803 562178294 501(C)(3) 59500 0 MISSION SUPPORT NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 530242652 501(C)(3) 16100 0 MISSION SUPPORT NC STAGE COMPANY 15 STAGE LANE ASHEVILLE NC 28801 562266836 501(C)(3) 6941 0 MISSION SUPPORT NORTH CAROLINA ARBORETUM 100 FREDERICK LAW OLMSTED WAY ASHEVILLE NC 28806 561712373 501(C)(3) 13100 0 MISSION SUPPORT PBS NORTH CAROLINA (UNC-TV) 10 UNC-TV DRIVE PO BOX 14900 RESEARCH TRIANGLE PARK NC 27709 566172047 501(C)(3) 13050 0 MISSION SUPPORT PISGAH LEGAL SERVICES PO BOX 2276 ASHEVILLE NC 28802 561191115 501(C)(3) 129640 0 MISSION SUPPORT PLANNED PARENTHOOD 68 MCDOWELL STREET ASHEVILLE NC 28801 131644147 501(C)(3) 18800 0 MISSION SUPPORT PROJECT DIGNITY OF WNC PO BOX 6104 HENDERSONVILLE NC 28793 815123670 501(C)(3) 13000 0 MISSION SUPPORT SALVATION ARMY 204 HAYWOOD STREET ASHEVILLE NC 28801 580660607 501(C)(3) 23400 0 MISSION SUPPORT SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 581437002 501(C)(3) 20850 0 MISSION SUPPORT SIERRA CLUB FOUNDATION 2101 WEBSTER ST SUITE 1250 OAKLAND CA 94612 946069890 501(C)(3) 10200 0 MISSION SUPPORT SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 630598743 501(C)(3) 5750 0 MISSION SUPPORT ST JUDE'S CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 17740 0 MISSION SUPPORT UNITED WAY 50 SOUTH FRENCH BROAD AVENUE ASHEVILLE NC 28801 560576157 501(C)(3) 50160 0 MISSION SUPPORT VERNER CENTER 2586 RICEVILLE RD ASHEVILLE NC 28805 562040462 501(C)(3) 43240 0 MISSION SUPPORT WESTERN CAROLINA RESCUE MINISTRY PO BOX 909 ASHEVILLE NC 28802 561249407 501(C)(3) 20800 0 MISSION SUPPORT WNC BRIDGE FOUNDATION 294 OVERLOOK ROAD ASHEVILLE NC 28803 562110357 501(C)(3) 7400 0 MISSION SUPPORT YWCA OF ASHEVILLE 185 S FRENCH BROAD AVENUE ASHEVILLE NC 28801 560547476 501(C)(3) 8930 0 MISSION SUPPORT 49 BENEVOLENT ASSISTANCE - SHOWN AS CONTRA REVENUE ON PART VIII OF FORM 990 16 394000 COST OF PROVIDING SERVICES SERVICES PROVIDED TO RESIDENTS FREE OF CHARGE SCHOLARSHIPS 3 7484 PART I, LINE 2: THE ORGANIZATION MAINTAINS A SCHOLARSHIP PROGRAM, APPLICANTS MUST MEET THE PROGRAM CRITERIA PRIOR TO RECEIVING A SCHOLARSHIP. THE ORGANIZATION ALSO MAINTAINS A BENEVOLENT ASSISTANCE PROGRAM TO ASSIST RESIDENTS IN FINANCIAL NEED. X X X 0 1 0 0 0 0 0 0 0 ROBERT F WERNET JR CEO (THROUGH SEPT. '22) 304833 0 62374 0 49587 0 279208 0 18817 0 714819 0 0 0 ROBERT CHANDLER CFO 208864 0 44361 0 26722 0 113644 0 21467 0 415058 0 0 0 MATT SHARPE COO 166263 0 23065 0 10451 0 5518 0 0 0 205297 0 0 0 KEITH EINSMANN DIRECTOR OF FACILITIES 140021 0 14395 0 2696 0 2937 0 21467 0 181516 0 0 0 BRIAN KING DIRECTOR OF HEALTH & WELLNESS 128946 0 15065 0 0 0 4505 0 21467 0 169983 0 0 0 CINDY CLAMPETT DIRECTOR OF NURSING 111640 0 11065 0 22906 0 0 0 9408 0 155019 0 0 0 SHIRLEY BURNETTE DIRECTOR OF HUMAN RESOURCES 103594 0 3065 0 28073 0 2203 0 15420 0 152355 0 0 0 PART I, LINE 4B ROBERT WERNET, CEO AND ROBERT CHANDLER, CFO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE BOARD INCLUDES THESE AMOUNTS IN HIS ANNUAL COMPENSATION REVIEW AND APPROVAL PROCESS. **NOTE $268,036 AND $107,286 OF THE AMOUNT REPORTED ON THE FORM 990, PAGE 7, COLUMN (F) AND SCHEDULE J, PAGE 2, COLUMN C REFLECT AN AMOUNT NOT ACTUALLY RECEIVED BY THE CEO AND CFO RESPECTIVELY DURING THE YEAR. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 2014-08-05 24160000 REFUND BONDS ISSUED SERIES 2004A, SERIES 1997, SERIES 2008A, AND SERIESB 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DUZ2 2016-08-10 46440668 REFUND BONDS SERIES 2016 0 0 0 A 16470000 24160660 284250 23875750 2014 1 0 0 1 B 1625000 45783663 657005 2008 1 0 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 B 0 0 0 0 1 0 0 0 0 A 0 B 0 PART II, LINE 11: AMOUNTS PRESENTED ON LINE 11 WERE USED TO CURRENTLY REFUND PRIOR ISSUES. DESIGN ONE OWNED BY BOARD MEMBER 180293 PAYMENT FOR MARKETING SERVICES 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY THE EXECUTIVE COUNCIL OF THE EPISCOPAL DIOCESE OF WESTERN NORTH CAROLINA FROM PERSONS NOMINATED BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED A COPY OF THE 990 TO EACH BOARD MEMBER FOR PERSONAL REVIEW PRIOR TO FILING THE RETURN. THE FINANCE COMMITTEE HELD A MEETING TO FORMALLY REVIEW AND APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE OFFICER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND THAT IT IS BEING FOLLOWED. BOARD MEMBERS ARE RESPONSIBLE FOR BRINGING ANY POTENTIAL CONFLICT OF INTEREST TO ATTENTION AND REMOVING THEMSELVES FROM SITUATIONS WHERE THERE MAY BE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE COMMITTEE PERFORM AN ANNUAL REVIEW OF THE CEO AND OTHER MANAGEMENT OFFICIALS' COMPENSATION FOR REASONABLENESS BY COMPARING COMPENSATION TO AMOUNTS FOUND ON 990S OF SIMILAR ORGANIZATIONS AND COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANZIATION'S 990 ARE MADE AVAILABLE UPON REQUEST. ALSO, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGE IN DONOR RESTRICTED NET ASSETS -47,431. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. DEERFIELD CHARITABLE FOUNDATION 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 833913679 SUPPORT NC 501(C)(3) LINE 12A, I DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 DEERFIELD CHARITABLE FOUNDATION C 375717 FMV