2023-08-15T12:06:48-05:00 2022-09-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2021-10-01 833913679 DEERFIELD CHARITABLE FOUNDATION DEER 8282741531 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ROBERT CHANDLER CFO 8282741531 2023-08-15 1 ROBERT CHANDLER 999009999 AMY BIBBY P00445891 8282542254 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT CHANDLER 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 1604761 0 X WWW.DEERFIELDWNC.ORG X 2019 NC SUPPORTING ORGANIZATION - EXISTING TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY. 6 6 0 0 0 0 366539 661103 0 0 524242 943658 0 0 890781 1604761 793980 692482 0 0 0 0 0 0 0 39308 43908 833288 736390 57493 868371 16996116 14998906 780651 1156368 16215465 13842538 WE EXIST TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY, ENRICHING THE LIVES OF RESIDENTS AND SHARING OUR RESOURCES WITH PEOPLE ACROSS WESTERN NORTH CAROLINA. 0 0 736390 692482 DEERFIELD CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY. ITS PURPOSE IS TO ASSIST DEERFIELD AND ITS RESIDENTS IN PROVIDING SUPPORT TO THE COMMUNITY AND ENRICH THE LIVES OF DEERFIELD'S RESIDENTS AND SURROUNDING COMMUNITY. 736390 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT K CHANDLER 8282741531 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 CHRIS DISMUKES CHAIR 1.00 2.00 X X 0 0 0 JEFF COVINGTON VICE CHAIR 1.00 2.00 X X 0 0 0 ROBA WHITELEY VICE CHAIR 1.00 2.00 X X 0 0 0 LARRY HARRIS TREASURER 1.00 2.00 X X 0 0 0 JOANNE BRANNON BOARD MEMBER 1.00 2.00 X 0 0 0 TIMOTHY KURTZ BOARD MEMBER 1.00 2.00 X 0 0 0 ANDY STRAUSS BOARD MEMBER 1.00 2.00 X 0 0 0 ROBERT WERNET CEO (THROUGH SEPT. '22) 1.00 40.00 X 0 416794 298025 ROBERT CHANDLER CFO 1.00 40.00 X 0 279947 135111 MATTHEW SHARPE COO 1.00 40.00 X 0 199779 5518 MICHELLE WOOLEY DIRECTOR OF PHILANTHROPY 1.00 40.00 X 0 70373 2116 LIBBY BUSH CEO (BEGINNING AUG. '22) 1.00 40.00 X 0 0 0 0 966893 440770 0 0 1 0 0 661103 661103 257921 257921 685737 0 685737 685737 685737 1604761 0 0 943658 692482 692482 43908 43908 736390 736390 0 0 74254 263642 10157657 8259809 6764205 6475455 16996116 14998906 780651 1156368 780651 1156368 X 12589875 10441238 3625590 3401300 16215465 13842538 16996116 14998906 868371 -3241298 0 X X 0 1 X 1 0 X X 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 560614176 10 1 375717 316765 1 375717 316765 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 1156368 1156368 X -2062750 -3241298 -3241298 1178548 426213 426213 1604761 736390 0 736390 0 736390 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 426,213. 0 ABCCM 20 TWENTIETH STREET ASHEVILLE NC 28806 560945001 501(C)(3) 101225 0 HOMLESSNESS PREVENTION HABITAT FOR HUMANITY 30 MEADOW RD ASHEVILLE NC 28803 561363464 501(C)(3) 55000 0 AGING IN PLACE/LANDSCAPING HOMEWARD BOUND PO BOX 1166 ASHEVILLE NC 28802 561568917 501(C)(3) 50000 0 MISSION SUPPORT UNC CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 501(C)(3) 110000 0 MAHEC DEERFIELD EPISCOPAL RETIREMENT COMMUNITY 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 501(C)(3) 375717 0 HEALTHCARE ASSISTANCE 5 PART I, LINE 2: THE ORGANIZATION SELECTS COMMUNITY ORGANIZATIONS WITH PROGRAMS ALIGNING WITH THE ORGANIZATION MISSION. IN THE EVENT THAT FUNDS ARE NOT UTILIZED BY THE RECIPIENT ORGANIZATION FOR THE STATED PURPOSE, THE ORGANIZATION WILL NOT PROVIDE FUTURE FUNDING. 0 1 0 0 0 0 0 0 0 ROBERT WERNET CEO (THROUGH SEPT. '22) 0 304833 0 62374 0 49587 0 279208 0 18817 0 714819 0 0 ROBERT CHANDLER CFO 0 208864 0 44361 0 26722 0 113644 0 21467 0 415058 0 0 MATTHEW SHARPE COO 0 166263 0 23065 0 10451 0 5518 0 0 0 205297 0 0 PART I, LINE 4B ROBERT WERNET, CEO AND ROBERT CHANDLER, CFO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THROUGH A RELATED ORGANIZATION. 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. 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 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC B 375717 FMV