LAKE JUNALUSKA ASSEMBLY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAKE JUNALUSKA ASSEMBLY INC (EIN 56-0547461)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349302331
- Schema version
- 2022v5.0
- 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 | 2023-11-07T20:00:35-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560547461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAKE JUNALUSKA ASSEMBLY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 8284522881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | LAKE JUNALUSKA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCKENZIE BABER HOWLE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8284522881 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MCKENZIE | PersonFirstNm |
| Person Last | BABER HOWLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MCKENZIE BABER HOWLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 67 | AddressLine1Txt |
| City | LAKE JUNALUSKA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,947,337 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAKEJUNALUSKA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | LAKE JUNALUSKA ASSEMBLY, INC. IS AN AGENCY OF THE SOUTHEASTERN JURISDICTIONAL CONFERENCE OF THE UNITED METHODIST CHURCH. LAKE JUNALUSKA ASSEMBLY, INC. UNDERSTANDS ITS MISSION TO BE A COMMUNITY OF CHRISTIAN HOSPITALITY, BEAUTY, AND MINISTRY, HELPING ALL PEOPLE TO EXPERIENCE GOD AND GROW AS DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 306 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $1,122,428 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,851 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,547,872 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,540,272 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,735,927 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,868,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $401,629 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,261 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,069,333 | PYOtherRevenueAmt |
| CY Other Revenue | $1,472,615 | CYOtherRevenueAmt |
| PY Total Revenue | $12,754,761 | PYTotalRevenueAmt |
| CY Total Revenue | $16,902,967 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,156 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,855,196 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,845,775 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $41,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $103,212 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,283,003 | PYOtherExpensesAmt |
| CY Other Expenses | $7,531,021 | CYOtherExpensesAmt |
| PY Total Expenses | $11,148,699 | PYTotalExpensesAmt |
| CY Total Expenses | $13,431,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,606,062 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,471,015 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,377,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,606,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,828,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,653,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,548,642 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,952,599 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF LAKE JUNALUSKA IS TO BE A PLACE OF CHRISTIAN HOSPITALITY WHERE LIVES ARE TRANSFORMED THROUGH THE RENEWAL OF SOUL, MIND, AND BODY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,907,598 | ExpenseAmt |
| Grant | $14,156 | GrantAmt |
| Revenue | $9,097,762 | RevenueAmt |
| Desc | A PLACE OF SANCTUARYIN 2022, LAKE JUNALUSKA ASSEMBLY CONTINUED TO LIVE INTO ITS MISSION TO BE A PLACE OF CHRISTIAN HOSPITALITY WHERE LIVES ARE TRANSFORMED THROUGH THE RENEWAL OF SOUL, MIND, AND BODY. FUTURE PROJECTIONS DURING THE PANDEMIC IN 2020 WERE THAT 2023 WOULD BE THE FIRST YEAR ORGANIZATIONS LIKE LAKE JUNALUSKA WOULD SEE THE "NEW NORMAL." THAT WAS INDEED THE CASE AT LAKE JUNALUSKA.LARGE GROUP GATHERINGS RETURNED IN 2022, WITH ALL SIX LARGE GROUPS BACK FOR THE FIRST TIME SINCE 2019. FINANCIAL REVIEWLAKE JUNALUSKA ENDED 2022 WITH A BALANCED BUDGET. THIS IS IN PART BECAUSE OF A $500,000 PANDEMIC RECOVERY GRANT FROM THE STATE OF N.C. AND SIGNIFICANT CHARITABLE SUPPORT TO OUR MINISTRY.CHARITABLE GIVING AND CAPITAL IMPROVEMENTSCHARITABLE GIVING REMAINS STRONG AND, IN 2022, WE EXCEEDED OUR FUNDRAISING GOAL TO THE ANNUAL FUND FOR THE FOURTH STRAIGHT YEAR. THE ANNUAL FUND IS A BUDGET-RELIEVING INITIATIVE THAT IS A LINE ITEM IN LAKE JUNALUSKA'S ANNUAL OPERATING BUDGET. SINCE GENEROUS CHARITABLE GIVING PROVIDES OPPORTUNITIES FOR LAKE JUNALUSKA TO REINVEST INTO ITS FACILITIES AND GROUNDS, GREAT STRIDES HAVE BEEN MADE TOWARD IMPROVING OUR INFRASTRUCTURE THAT WILL ENABLE THE CONFERENCE CENTER TO CONTINUE TO MEET THE NEEDS OF ALL GUESTS. CAPITAL IMPROVEMENT PROJECTS CONTINUE, FOCUSING ON CODE COMPLIANCE/SAFETY AS FIRST PRIORITY AND GUEST/REVENUE PRODUCTION AREAS AS THE SECONDARY. BANDWIDTH ACROSS THE GROUNDS HAS SEEN A 150% INCREASE, AND WORK IS UNDERWAY TO DOUBLE THE NUMBER OF WI-FI ACCESS POINTS AND REPLACE NETWORK SWITCHES WITH NEW MANAGED NETWORK SWITCHES IN 10 BUILDINGS. MEDIA SERVICES HAS PURCHASED NEW LIGHTWEIGHT TABLES AND CHAIRS, UPGRADED STUART AUDITORIUM VIDEO PRODUCTION TO 4K DIGITAL AND EXPANDED LIVE-STREAMING SERVICES TO INCLUDE ALL LOCATIONS ON THE GROUNDS. IN ADDITION, THERE HAVE BEEN $212,500 IN UTILITY IMPROVEMENTS AND $140,000 IN ROAD IMPROVEMENTS INVESTED THROUGHOUT THE GROUNDS IN 2022.WORK ON THE WARREN CENTER MULTI-FUNCTION EVENT SPACE (THE FORMER METHODIST MUSEUM BUILDING) IS CURRENTLY UNDERWAY. A WALKWAY TO MAKE IT EASIER TO ACCESS SUSANNA WESLEY GARDEN FROM THE TERRACE HOTEL IS EXPECTED TO BE FINISHED BY SUMMER 2023. ARCHITECTURAL PLANS FOR THE INTERIOR WERE SENT OUT FOR BID. THE RENOVATION IS EXPECTED TO TAKE 6-10 MONTHS TO COMPLETE, AND WE ARE HOPEFUL THAT THE INTERIOR WORK WILL BEGIN AS EARLY AS JUNE 2023. WE ANTICIPATE BEING ABLE TO BOOK EVENTS IN THIS SPACE BY 2025.LAKE JUNALUSKA DREDGING AND DAM PRESERVATIONIN 2022, HAYWOOD COUNTY RECEIVED A $1.5M PROVISION IN THE N.C. STATE BUDGET THAT IS AVAILABLE TO BE USED TO PAY DREDGING EXPENSES AT LAKE JUNALUSKA. APPROXIMATELY 500-800 TRUCKLOADS OF SEDIMENT THAT RESULTS FROM RUNOFF FROM RICHLAND CREEK AND FACTORY BRANCH MUST BE REMOVED EACH YEAR. THE TOTAL AMOUNT SPENT ON THE DREDGE COMPLETED IN THE WINTER OF 2022-2023 IS $214,103. THIS PROVISION WILL EXPIRE IN 2025.FRESH EXPRESSIONS OF MINISTRY AND A BRIGHT FUTURESEVEN THEOLOGIANS PARTICIPATED IN THE INAUGURAL THEOLOGIAN IN RESIDENCE PROGRAM IN THE SUMMER OF 2022. SUMMER WORSHIP ATTENDANCE NEARLY DOUBLED IN 2022, AND SUMMER ACTIVITY PROGRAMS RETURNED WITH OFFERINGS SUCH AS YOGA, BONFIRES, DEVOTIONS AND SPECIAL EVENTS. THESE, ALONG WITH OVER 100 HOSTED EVENTS, BROUGHT OVER 50,000 PEOPLE TO EXPERIENCE THE MINISTRY OF LAKE JUNALUSKA.CONTINUED COMMITMENT TO OUR VISIONLOOKING TOWARD THE FUTURE, LAKE JUNALUSKA CONTINUES TO FOCUS ON THE FOLLOWING GUIDING ASPIRATIONS, WHICH WERE ADOPTED BY THE BOARD OF TRUSTEES IN 2020: ASPIRATION 1: TO PRESERVE AND ENHANCE THE LAKE AND GROUNDS SO THAT MORE PEOPLE WILL RECOGNIZE THE NATURAL BEAUTY OF GOD'S CREATION. ASPIRATION 2: TO BE A CONFERENCE CENTER THAT RIVALS HOSPITALITY INDUSTRY LEADERS BY EXCEEDING GUESTS' EXPECTATIONS THROUGH EXCELLENCE IN STAFF AND FACILITIES. ASPIRATION 3: TO BE THE PLACE THAT CONNECTS MORE YOUTH TO CHRIST THROUGH MEANINGFUL MINISTRY, RECREATION, AND EDUCATION PROGRAMS. ASPIRATION 4: TO IDENTIFY, UPHOLD, AND STRENGTHEN THE LAKE JUNALUSKA TRADITION OF IMPLEMENTING INNOVATIVE, SHARED EXPERIENCES FOR BOTH INDIVIDUALS AND FAMILIES THAT CELEBRATE FAITH, RECREATION, THE ARTS, AND EDUCATION. ASPIRATION 5: TO BE AN INVOLVED, INCLUSIVE COMMUNITY THAT PROVIDES THE HIGHEST QUALITY OF LIFE FOR RESIDENTS AND GUESTS. | Desc |
| Total Program Service Expenses | $11,907,598 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 306 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENDY A CRENSHAW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8284546711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 NORTH LAKESHORE DR | AddressLine1Txt |
| City | LAKE JUNALUSKA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28745 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN SCOTT | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY BRADLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANDRE ASH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV GINA CAMPBELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BISHOP KEN CARTER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV PAMELA CARTER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN CHURCH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE SHELTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV STEPHANIE HAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HANSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BISHOP JONATHAN HOLSTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HOOD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KEN JENKINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES JONES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KENNEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES LIPP | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODY LIPSCOMB | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MUSGRAVE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV MICKEY RAINWATER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV DR CONNIE SHELTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELVIN SPAIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT TAFT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN GILES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BISHOP DEBRA WALLACE-PADGETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MCKENZIE B HOWLE | ||||||
| CHIEF EXECUTIVE OFFICER | 70.00 | Yes (X) | $160,849 | $0 | $18,750 | |
| MICHAEL L HUBER | ||||||
| GENERAL MANAGER | 70.00 | Yes (X) | $105,948 | $0 | $14,900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $266,797 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $33,650 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RCF INC | |||||
| 560 HAZELWOOD AVE | HAZELWOOD | NC | 28738 | CONSTRUCTION | $581,929 |
| US FOOD SERVICES | |||||
| PO BOX 602292 | CHARLOTTE | NC | 28260 | FOOD PURCHASES FOR RESALE | $405,270 |
| FORVIS LLP | |||||
| PO BOX 602828 | CHARLOTTE | NC | 28260 | AUDITING SERVICES | $174,830 |
| CUSTOM PAVING INC H | |||||
| PO BOX 1305 | WAYNESVILLE | NC | 28786 | PAVING | $173,618 |
| SMITH TURF & IRRIGATION | |||||
| PO BOX 669388 | CHARLOTTE | NC | 28266 | IRRIGATION AND PURCHASES FOR USE | $107,717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,448,897 | GovernmentGrantsAmt |
| All Other Contributions | $3,091,375 | AllOtherContributionsAmt |
| Total Contributions | $5,540,272 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LODGING | 721110 | $4,397,007 | $4,397,007 | |
| RESIDENTIAL SERVICES | 721110 | $2,316,938 | $2,316,938 | |
| FOOD SERVICE | 721110 | $1,536,863 | $1,536,863 | |
| GOLF COURSE | 713910 | $771,057 | $771,057 | |
| SERVICES | 721110 | $734,540 | $734,540 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,414 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,414 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,868,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,631 | TotalRevenueColumnAmt |
| Exclusion | $65,631 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,370 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$44,370 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,370 | TotalRevenueColumnAmt |
| Exclusion | -$44,370 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $643,606 | $643,606 | |
| SALES | 445100 | $351,371 | $351,371 | |
| RENTALS | 532000 | $228,827 | $228,827 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,811 | TotalRevenueColumnAmt |
| Exclusion | $248,811 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,472,615 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,902,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,097,762 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,122,428 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,142,505 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,156 | TotalAmt |
| Program Services | $14,156 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,797 | TotalAmt |
| Management And General | $213,438 | ManagementAndGeneralAmt |
| Fundraising | $53,359 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,747,021 | TotalAmt |
| Program Services | $4,747,021 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,689 | TotalAmt |
| Program Services | $136,043 | ProgramServicesAmt |
| Management And General | $6,117 | ManagementAndGeneralAmt |
| Fundraising | $1,529 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,923 | TotalAmt |
| Program Services | $360,658 | ProgramServicesAmt |
| Management And General | $16,212 | ManagementAndGeneralAmt |
| Fundraising | $4,053 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,345 | TotalAmt |
| Program Services | $290,990 | ProgramServicesAmt |
| Management And General | $13,084 | ManagementAndGeneralAmt |
| Fundraising | $3,271 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,618 | TotalAmt |
| Management And General | $21,618 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,625 | TotalAmt |
| Management And General | $45,625 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,000 | TotalAmt |
| Fundraising | $41,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,732 | TotalAmt |
| Program Services | $589,732 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,043 | TotalAmt |
| Management And General | $59,043 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,711,853 | TotalAmt |
| Program Services | $810,231 | ProgramServicesAmt |
| Management And General | $901,622 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,660 | TotalAmt |
| Program Services | $57,660 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,724 | TotalAmt |
| Program Services | $2,634,724 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,203 | TotalAmt |
| Program Services | $50,203 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,980 | TotalAmt |
| Program Services | $15,980 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,932 | TotalAmt |
| Program Services | $193,932 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,657 | TotalAmt |
| Program Services | $1,472,657 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,808 | TotalAmt |
| Program Services | $112,808 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD PURCHASES | $416,653 | $416,653 | |
| MARKETING EVENTS | $144,383 | $144,383 | |
| ANNUITY EXPENSE | $4,150 | $4,150 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,431,952 | TotalAmt |
| Program Services | $11,907,598 | ProgramServicesAmt |
| Management And General | $1,421,142 | ManagementAndGeneralAmt |
| Fundraising | $103,212 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,528,308 | BOYAmt |
| EOY | $4,949,445 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,511 | BOYAmt |
| EOY | $914,120 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,925 | BOYAmt |
| EOY | $467,153 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,674 | BOYAmt |
| EOY | $126,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,684,102 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,556,234 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,315,400 | BOYAmt |
| EOY | $20,127,868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,732,500 | BOYAmt |
| EOY | $5,698,171 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,122 | BOYAmt |
| EOY | $323,177 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,377,440 | BOYAmt |
| EOY | $32,606,315 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,333 | BOYAmt |
| EOY | $595,646 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,360 | BOYAmt |
| EOY | $601,635 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,731 | BOYAmt |
| EOY | $230,731 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,940,486 | BOYAmt |
| EOY | $1,968,369 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,888 | BOYAmt |
| EOY | $2,257,335 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,828,798 | BOYAmt |
| EOY | $5,653,716 | 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 | $19,846,255 | BOYAmt |
| EOY | $20,272,432 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,702,387 | BOYAmt |
| EOY | $6,680,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,548,642 | BOYAmt |
| EOY | $26,952,599 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,377,440 | BOYAmt |
| EOY | $32,606,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,471,015 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,067,058 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EXEMPT FUNCTION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,898,906 | BeginningYearBalanceAmt |
| Contributions | $131,789 | ContributionsAmt |
| Investment Earnings Or Losses | $361,735 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $156,486 | OtherExpendituresAmt |
| End Year Balance | $5,235,944 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,478,879 | BeginningYearBalanceAmt |
| Contributions | $347,877 | ContributionsAmt |
| Investment Earnings Or Losses | $777,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $704,972 | OtherExpendituresAmt |
| End Year Balance | $4,898,906 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,770,695 | BeginningYearBalanceAmt |
| Contributions | $737,903 | ContributionsAmt |
| Investment Earnings Or Losses | $325,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $355,577 | OtherExpendituresAmt |
| End Year Balance | $4,478,879 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,388,516 | BeginningYearBalanceAmt |
| Contributions | $253,741 | ContributionsAmt |
| Investment Earnings Or Losses | $518,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $389,762 | OtherExpendituresAmt |
| End Year Balance | $3,770,695 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,607,068 | BeginningYearBalanceAmt |
| Contributions | $387,049 | ContributionsAmt |
| Investment Earnings Or Losses | -$199,559 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $406,042 | OtherExpendituresAmt |
| End Year Balance | $3,388,516 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54132 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45868 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $280,424 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $910,161 | OtherCostOrOtherBasisAmt |
| Book Value | $1,190,585 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,993,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,726,254 | DepreciationAmt |
| Book Value | $15,266,746 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,500,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,829,980 | DepreciationAmt |
| Book Value | $3,670,537 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,127,868 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SBA LOAN | $1,978,702 |
| ROU | $278,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,257,335 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,835,909 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,067,058 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,067,058 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,902,967 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,902,967 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,431,952 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,431,952 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,431,952 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | TWO OF THE ORGANIZATION'S BUILDINGS (LAMBUTH INN & SHACKFORD HALL) ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. THESE BUILDINGS ARE USED DIRECTLY FOR THE ORGANIZATION'S EXEMPT PURPOSES AS ACCOMODATIONS FOR VISITORS. ADDITIONALLY, THE ORGANIZATION HAD RECEIVED IN THE PAST A PIECE OF ARTWORK THAT IS DISPLAYED IN THE LAMBUTH IN FOR VISITORS TO ENJOY. |
| PART IV, LINE 2B: | THE ORGANIZATION HELD INVESTMENTS FOR THE SOUTHEASTERN JURISDICTION OF THE UNITED METHODIST CHURCH. |
| PART V, LINE 4: | ALL ENDOWMENT FUNDS ARE INTENDED FOR USE TO SUPPORT THE OVERALL MISSION OF LAKE JUNALUSKA ASSEMBLY IN DIVERGENT WAYS. THEIR RANGE INCLUDES PROGRAM SPECIFIC FINANCIAL SUPPORT, UPKEEP OF THE CAMPUS OF LAKE JUNALUSKA ASSEMBLY, SCHOLARSHIPS, TUITION SUPPORT, BEAUTIFICATION EFFORTS, SUPPLIES PURCHASES, ETC. |
| PART X, LINE 2: | LAKE JUNALUSKA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATUTES OF THE STATE OF NORTH CAROLINA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. LAKE JUNALUSKA'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO LAKE JUNALUSKA, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2022 AND 2021, AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANT | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $14,156 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $14,156 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $14,156 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SOUTH AMERICA | RegionTxt |
| Purpose Of Grant | OPERATIONAL SUPPORT | PurposeOfGrantTxt |
| Cash Grant | $5,800 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION WORKS CLOSELY WITH A SCHOOL LOCATED IN BOLIVIA. GRANTS WERE MADE FOR SCHOLARSHIPS AND PANDEMIC RELIEF |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GONSER GERBER LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1776 LEGACY CIRCLE STE 100 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING/TRAINING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $41,000 | RetainedByContractorAmt |
| Net To Organization | -$41,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $41,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$41,000 | TotalNetToOrganizationAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MCKENZIE B HOWLE | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $160,849 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,550 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,200 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,599 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, VOLUNTEERS: | VOLUNTEERS WORK IN MANY DIFFERENT CAPACITIES, INCLUDING ASSISTING WITH EVENTS, GROUNDS BEAUTIFICATION, CLERICAL ASSISTANCE, PROGRAM PLANNING AND IMPLEMENTATION, AND MANY OTHER FUNCTIONS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE WILL INCLUDE THE OFFICERS OF THE CORPORATION (CHAIRPERSON; VICE-CHAIRPERSON; AND SECRETARY), AND THE CHAIRPERSONS OF EACH OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO FUNCTION ON BEHALF OF THE BOARD OF TRUSTEES IN THE INTERIM BETWEEN BOARD MEETINGS. IT SHALL BE RESPONSIBLE FOR RECOMMENDING THE EXECUTIVE DIRECTOR TO THE BOARD OF TRUSTEES FOR ELECTION AT ITS ANNUAL MEETING, EVALUATING THE EXECUTIVE DIRECTOR, AND RECOMMENDING TO THE BOARD THE SALARY OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE SHALL SERVE AS A "GRIEVANCE COMMITTEE" FOR ALL EMPLOYEES WHEN PRESCRIBED MEANS OF GRIEVANCE HAVE BEEN EXHAUSTED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PRESENTED BY A MEMBER OF FORVIS EVERY YEAR AT OUR OCTOBER BOARD MEETING. A COPY OF THE 990 IS ALSO MADE AVAILABLE TO THE BOARD MEMBERS PRIOR TO THE BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES SIGN THE POLICY EVERY YEAR. THE EXECUTIVE STAFF MONITORS THAT THE FORMS ARE SIGNED AND ANY POSSIBLE CONFLICT OF INTEREST. IF A STAFF MEMBER IS SUSPECTED OF HAVING A CONFLICT OF INTEREST THERE WOULD BE AN INVESTIGATION BY THE OFFICE OF THE CEO AND THE DIRECT SUPERVISOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION IS DETERMINED AND APPROVED BY THE LJA BOARD OF DIRECTORS EXECUTIVE COMMITTEE. ANNUAL REVIEWS ARE ALSO PERFORMED BY THIS GROUP. EXECUTIVE TEAM MEMBERS "HIGHLY COMPENSATED EMPLOYEES" REPORT DIRECTLY TO THE CEO, WHO DETERMINES AND APPROVES COMPENSATIONS. EXECUTIVE TEAM MEMBERS FOR THEIR AREAS OF RESPOSIBILITY DETERMINE AND APPROVE ALL OTHER EMPLOYEE COMPENSATIONS. LAKE JUNALUSKA REVIEWS AND CONSIDERS COMPENSATION STATISTICS PROVIDED BY STATE AGENCIES FOR THE WNC REGION, AND CURRENT FINANCIAL RESOURCES AVAILABLE WHEN DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM CAN BE FOUND AT HTTPS://PROJECTS.PROPUBLICA.ORG/NONPROFITS/ORGANIZATIONS |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |