SOUTHMINSTER INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHMINSTER INC (EIN 56-1443222)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-14
- IRS object ID
- 202000459349301625
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-14T12:56:17-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561443222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHMINSTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 7045516800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 PARK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDA LAUGHEY | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7045516800 | PhoneNum |
| Signature | 2020-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2020-02-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-14 | IPDt |
| IP Tm | 12:24:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2AEB61507DCC7F9CD840C370178C53350C3F626D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 50B5ED40640626E3ACEBEF22A0FBEFD7F66F664C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BEN GILCHRIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 PARK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,575,960 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOUTHMINSTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE CONTINUING CARE TO RESIDENTS OF SOUTHMINSTER, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 481 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $825,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,061,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,665,400 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,514,121 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,551,310 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,804,310 | CYInvestmentIncomeAmt |
| PY Other Revenue | $108,621 | PYOtherRevenueAmt |
| CY Other Revenue | $76,560 | CYOtherRevenueAmt |
| PY Total Revenue | $31,150,720 | PYTotalRevenueAmt |
| CY Total Revenue | $33,456,364 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $906,122 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,117,858 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,875,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,876,332 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $77,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $56,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $177,885 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,968,622 | PYOtherExpensesAmt |
| CY Other Expenses | $14,714,387 | CYOtherExpensesAmt |
| PY Total Expenses | $28,826,891 | PYTotalExpensesAmt |
| CY Total Expenses | $30,764,577 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,323,829 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,691,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,700,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,819,591 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,976,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $238,572,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$11,276,164 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$9,752,571 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SOUTHMINSTER IS A NON-PROFIT, CHARITABLE COMMUNITY THAT EMBRACES THE INDIVIDUAL, FOSTERING A QUALITY OF LIFE CHARACTERIZED BY CHOICE, INDEPENDENCE, WELL-BEING, SPIRITUALITY, DIGNITY, PRIVACY AND PEACE OF MIND FOR EACH PERSON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,369,669 | ExpenseAmt |
| Grant | $1,117,858 | GrantAmt |
| Revenue | $29,514,121 | RevenueAmt |
| Desc | CONTINUING CARE RETIREMENT COMMUNITYPROVIDE A CONTINUUM OF SERVICES (INDEPENDENT LIVING, ASSISTED LIVING, NURSING) TO OLDER ADULTS THAT ALLOWS THEM TO LIVE INDEPENDENTLY AND AS ACTIVELY AS THEIR FACULTIES AND STRENGTH PERMIT. | Desc |
| Total Program Service Expenses | $26,369,669 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 89 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 481 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDA LAUGHEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045516800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 PARK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REV JOSEPH ALDRICH | ||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE BANKS | ||||||||
| BOARD MEMBER (10/2018-2/2019) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV ROBIN COIRA | ||||||||
| BOARD MEMBER (2/2019-PRESENT) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H CONNER JR | ||||||||
| BOARD MEMBER (6/2019-PRESENT) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN R SALVIN | ||||||||
| BOARD MEMBER (2/2019-PRESENT) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERE EY | ||||||||
| VICE CHAIR, SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GENE KING | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH KLUTTZ | ||||||||
| VICE CHAIR, TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| HON REGAN MILLER | ||||||||
| BOARD MEMBER (10/2018-12/2018) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOPE PARROTT | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAY RIVERS | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REV LISA SAUNDERS | ||||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WILLIAM SUGG | ||||||||
| BOARD MEMBER (10/2018-2/2019) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL TOLMIE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DICK WELCH | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN C WYATT | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BEN GILCHRIST | ||||||||
| PRESIDENT & CEO (5/2019-PRESENT) | 39.00 | $0 | $0 | $0 | Yes (X) | 1.00 | ||
| DAVID LACY | ||||||||
| PRESIDENT & CEO | 39.00 | $404,889 | $0 | $49,036 | Yes (X) | 1.00 | ||
| KENDA LAUGHEY | ||||||||
| CFO AND ASSISTANT TREASURER | 39.00 | $183,185 | $0 | $27,316 | Yes (X) | 1.00 | ||
| MARY COOPER | ||||||||
| COO AND ASSISTANT SECRETARY | 40.00 | $183,716 | $0 | $17,676 | Yes (X) | |||
| STEWART WILEY | ||||||||
| MARKETING DIRECTOR | 40.00 | $152,407 | $0 | $24,212 | Yes (X) | |||
| SALEM SUBER | ||||||||
| CULINARY SERVICES DIRECTOR | 40.00 | $107,063 | $0 | $20,089 | Yes (X) | |||
| ARNOLDO MARQUEZ | ||||||||
| IT DIRECTOR | 40.00 | $115,709 | $0 | $19,146 | Yes (X) | |||
| JAMES DIXSON | ||||||||
| ENVIRONMENTAL SERVICES DIRECTOR | 40.00 | $107,421 | $0 | $21,243 | Yes (X) | |||
| MARY VENDAL | ||||||||
| MARKETING COUNSELOR | 40.00 | $116,446 | $0 | $17,417 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,370,836 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $196,135 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| SYSCO CHARLOTTE LLC | |||||
| 4500 CORPORATE DRIVE NW | CONCORD | NC | 28027 | FOOD DISTRIBUTOR | $1,096,806 |
| BLUEWATER DESIGN-BUILD LLC | |||||
| PO BOX 955 | DAVIDSON | NC | 28036 | ARCHITECT/CONSTRUCTION | $459,176 |
| JOHN R NICOLAY LLC | |||||
| 3912 AMYINGTON DRIVE | CHARLOTTE | NC | 28226 | CONSTRUCTION PROJECT OWNERS REP | $211,500 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 531878 | ATLANTA | GA | 303531878 | PROFESSIONAL SERVICES | $185,324 |
| ROBINSON BRADSHAW & HINSON PA | |||||
| 101 NORTH TRYON ST STE 1900 | CHARLOTTE | NC | 28246 | ATTORNEYS AT LAW | $150,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,061,373 | AllOtherContributionsAmt |
| Total Contributions | $1,061,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INDEPENDENT LIVING | 623000 | $13,127,025 | $13,127,025 |
| HEALTHCARE REVENUE | 623000 | $7,137,051 | $7,137,051 |
| EARNED ENTRANCE FEES | 900099 | $5,933,579 | $5,933,579 |
| HOME CARE REVENUE | 623000 | $2,348,266 | $2,348,266 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $968,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $968,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,514,121 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,248,543 | TotalRevenueColumnAmt |
| Exclusion | $1,248,543 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,560 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,560 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,560 | TotalRevenueColumnAmt |
| Exclusion | $76,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,674,088 | SecuritiesAmt |
| Other | $1,275 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,096,435 | SecuritiesAmt |
| Other | $23,161 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,577,653 | SecuritiesAmt |
| Other | -$21,886 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,555,767 | TotalRevenueColumnAmt |
| Exclusion | $1,555,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,456,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,514,121 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,880,870 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,447 | TotalAmt |
| Program Services | $496,447 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,411 | TotalAmt |
| Program Services | $621,411 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,725 | TotalAmt |
| Program Services | $200,569 | ProgramServicesAmt |
| Management And General | $837,156 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,711,176 | TotalAmt |
| Program Services | $9,353,280 | ProgramServicesAmt |
| Management And General | $1,309,602 | ManagementAndGeneralAmt |
| Fundraising | $48,294 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,808 | TotalAmt |
| Program Services | $335,924 | ProgramServicesAmt |
| Management And General | $64,261 | ManagementAndGeneralAmt |
| Fundraising | $2,623 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,176 | TotalAmt |
| Program Services | $1,569,193 | ProgramServicesAmt |
| Management And General | $317,724 | ManagementAndGeneralAmt |
| Fundraising | $9,259 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,447 | TotalAmt |
| Program Services | $697,154 | ProgramServicesAmt |
| Management And General | $127,633 | ManagementAndGeneralAmt |
| Fundraising | $3,660 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,340 | TotalAmt |
| Management And General | $51,340 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,626 | TotalAmt |
| Management And General | $61,626 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Fundraising | $56,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,496 | TotalAmt |
| Management And General | $159,496 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,659 | TotalAmt |
| Program Services | $736,240 | ProgramServicesAmt |
| Management And General | $36,569 | ManagementAndGeneralAmt |
| Fundraising | $37,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,364 | TotalAmt |
| Management And General | $266,364 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,165 | TotalAmt |
| Program Services | $77,354 | ProgramServicesAmt |
| Management And General | $107,811 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,060 | TotalAmt |
| Program Services | $9,323 | ProgramServicesAmt |
| Management And General | $359,737 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,328,169 | TotalAmt |
| Program Services | $1,328,169 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685 | TotalAmt |
| Program Services | $323 | ProgramServicesAmt |
| Management And General | $1,362 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,501 | TotalAmt |
| Program Services | $34,565 | ProgramServicesAmt |
| Management And General | $71,936 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361,934 | TotalAmt |
| Program Services | $2,312,737 | ProgramServicesAmt |
| Management And General | $49,197 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,158,804 | TotalAmt |
| Program Services | $6,030,522 | ProgramServicesAmt |
| Management And General | $128,282 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,210 | TotalAmt |
| Management And General | $198,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DIETARY SUPPLIES | $1,414,359 | $1,414,359 |
| REPAIRS AND MAINTENANCE | $719,542 | $719,542 |
| PROGRAM SUPPLIES | $261,189 | $261,189 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,284 | TotalAmt |
| Program Services | $171,368 | ProgramServicesAmt |
| Management And General | $68,717 | ManagementAndGeneralAmt |
| Fundraising | $20,199 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,764,577 | TotalAmt |
| Program Services | $26,369,669 | ProgramServicesAmt |
| Management And General | $4,217,023 | ManagementAndGeneralAmt |
| Fundraising | $177,885 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $970,606 | BOYAmt |
| EOY | $1,146,841 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,973,038 | BOYAmt |
| EOY | $4,169,507 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,016 | BOYAmt |
| EOY | $900,995 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,660 | BOYAmt |
| EOY | $286,201 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,840 | BOYAmt |
| EOY | $48,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,269,719 | BOYAmt |
| EOY | $1,634,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $209,059,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,895,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,887,821 | BOYAmt |
| EOY | $136,164,134 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,315,381 | BOYAmt |
| EOY | $84,296,329 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,250 | BOYAmt |
| EOY | $172,952 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,700,331 | BOYAmt |
| EOY | $228,819,591 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,677,639 | BOYAmt |
| EOY | $15,245,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,356,346 | BOYAmt |
| EOY | $68,386,046 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,060,449 | BOYAmt |
| EOY | $154,294,940 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,882,061 | BOYAmt |
| EOY | $645,403 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,976,495 | BOYAmt |
| EOY | $238,572,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,826,506 | BOYAmt |
| EOY | -$11,096,744 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,342 | BOYAmt |
| EOY | $1,344,173 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,276,164 | BOYAmt |
| EOY | -$9,752,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,700,331 | BOYAmt |
| EOY | $228,819,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,691,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$933,479 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$234,715 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $253,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $332,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $825,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,061,373 | CurrentTaxYearAmt |
| Total | $2,830,198 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,355,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,491,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,169,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,665,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,514,121 | CurrentTaxYearAmt |
| Total | $140,196,798 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,609,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,848,727 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,502,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,490,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,575,494 | CurrentTaxYearAmt |
| Total | $143,026,996 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $98,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,061 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $357,215 | CurrentTaxYearAmt |
| Total | $1,303,942 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,937 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $230,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,590 | CurrentTaxYearMinus1YearAmt |
| Total | $574,825 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $178,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $421,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $357,215 | CurrentTaxYearAmt |
| Total | $1,878,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $141,148,229 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,007,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $859,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,211,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,325,103 | CurrentTaxYearAmt |
| Total | $5,352,929 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,007,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $859,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $949,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,211,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,325,103 | CurrentTaxYearAmt |
| Total | $5,352,929 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,750 | CurrentTaxYearMinus4YearsAmt |
| Total | $14,750 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,631,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,708,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,452,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,702,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,900,597 | CurrentTaxYearAmt |
| Total | $148,394,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95470 | PublicSupportPY509Pct |
| Investment Income CY | 0.03610 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03390 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,154,813 | OtherCostOrOtherBasisAmt |
| Book Value | $2,154,813 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,475,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,723,208 | DepreciationAmt |
| Book Value | $76,752,361 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,849,614 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,208,421 | DepreciationAmt |
| Book Value | $1,641,193 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,579,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $963,868 | DepreciationAmt |
| Book Value | $55,615,767 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,164,134 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509A(2) OF THE INTERNAL REVENUE CODE. THE CORPORATION FILES AS A TAX-EXEMPT ORGANIZATION. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE CORPORATION ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE CORPORATION'S FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTON MCDOWELL & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 338 S SHARON AMITY RD PMB 208 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN CONSULTANTS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $437,074 | GrossReceiptsAmt |
| Retained By Contractor | $56,000 | RetainedByContractorAmt |
| Net To Organization | $381,074 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $437,074 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $56,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $381,074 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, THE ORGANIZATION PAID PATTON MCDOWELL & ASSOCIATES TO HELP RAISE FUNDS FOR A CAPITAL CAMPAIGN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RENAISSANCE WEST COMMUNITY INITIATIVE | |||||||
| 3610 NOBLES AVE 199 | CHARLOTTE | NC | 28208 | 271396021 | 501(C)(3) | $20,000 | SUPPORT FOR SENIOR PROGRAMMING AT THE RETREAT AT RWCI |
| PARTNERS FOR PARKS | |||||||
| PO BOX 681779 | CHARLOTTE | NC | 28216 | 562004107 | 501(C)(3) | $33,000 | SENIOR GAMES AND OPEN STREETS |
| CHARLOTTE SYMPHONY | |||||||
| 128 S TRYON ST STE 350 | CHARLOTTE | NC | 28202 | 561582352 | 501(C)(3) | $9,800 | ENSEMBLE SHOWS AND ORCHESTRA FOR COMMUNITY |
| UNC CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | 560791228 | 115 | $14,124 | GRANDPARENTS STUDY |
| THE BULB GALLERY | |||||||
| 6601 US HWY 601S | CONCORD | NC | 28025 | 814676117 | 501(C)(3) | $7,200 | PROVIDE PRODUCE AND HEALTH & WELLNESS EDUCATION |
| GREATER ENRICHMENT PROGRAM INC | |||||||
| 2035 PATTON AVE | CHARLOTTE | NC | 28216 | 561139792 | 501(C)(3) | $25,000 | SEED MONEY FOR A NEW AFTER SCHOOL SITE |
| PIEDMONT CULINARY GUILD | |||||||
| PO BOX 1508 | BELMONT | NC | 28012 | 472397819 | 501(C)(3) | $8,000 | COMMUNITY EDUCATION INITIATIVES |
| ALZHEIMERS ASSOCIATION - WESTERN CAROLINA CHAPTER | |||||||
| 3800 SHAMROCK DR | CHARLOTTE | NC | 28215 | 133039601 | 501(C)(3) | $14,000 | TO PROMOTE RESEARCH FOR THE CURE OF ALZHEIMER'S DISEASE |
| ARTS & SCIENCE COUNCIL | |||||||
| 227 W TRADE ST STE 250 | CHARLOTTE | NC | 28202 | 560693436 | 501(C)(3) | $6,000 | DONATION |
| BECHTLER MUSEUM OF MODERN ART | |||||||
| 420 S TRYON ST | CHARLOTTE | NC | 28202 | 562225722 | 501(C)(3) | $7,270 | SUPPORT SENIOR PROGRAMMING |
| CENTRALINA AREA AGENCY ON AGING | |||||||
| 9815 DAVID TAYLOR DRIVE STE 100 | CHARLOTTE | NC | 28262 | 115 | $5,650 | SUPPORT AGING INITIATIVES | |
| CHARLOTTE MECKLENBURG LIBRARY | |||||||
| 310 N TRYON STREET | CHARLOTTE | NC | 28202 | 461172548 | 501(C)(3) | $5,000 | DONATION |
| CHARLOTTE VILLAGE NETWORK | |||||||
| PO BOX 32544 | CHARLOTTE | NC | 28232 | 474800673 | 501(C)(3) | $17,000 | CONTINUED SUPPORT FOR A NEW SOUTH CHARLOTTE CHAPTER |
| CREATIVE AGING NETWORK - NC | |||||||
| PO BOX 10322 | GREENSBORO | NC | 27404 | 331145536 | 501(C)(3) | $25,000 | SUPPORT OF CREATIVE AGING INITIATIVES |
| LEADINGAGE NC FOUNDATION | |||||||
| 222 N PERSON ST STE 205 | RALEIGH | NC | 27601 | 581594182 | 501(C)(3) | $50,000 | CAPITAL CAMPAIGN |
| PARKINSON ASSOCIATION OF THE CAROLINAS | |||||||
| 2101 SARDIS ROAD N BOX 15 | CHARLOTTE | NC | 28227 | 300064156 | 501(C)(3) | $7,000 | EDUCATIONAL SYMPOSIUM, WALK FOR AWARENESS |
| THE SHEPHERD'S CENTER OF CHARLOTTE | |||||||
| 3115 PROVIDENCE RD | CHARLOTTE | NC | 28211 | 561271236 | 501(C)(3) | $35,000 | TO SUPPORT SENIOR PROGRAMMING AND SUPPORT SERVICES IN THE GREATER CHARLOTTE COMMUNITY |
| WOMEN'S ALZHEIMER'S MOVEMENT (REGISTERED UNDER A WOMAN'S NATION | |||||||
| 11440 SAN VICENTE BLVD STE 301 | LOS ANGELES | CA | 90049 | 451837864 | 501(C)(3) | $25,000 | SUPPORT FOR LOCAL WOMEN'S ALZHEIMER'S EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESIDENT ASSISTANCE | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $621,411 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE DIRECTOR OF PHILANTHROPY WORKS WITH A COMMITTEE OF THE SOUTHMINSTER BOARD TO DETERMINE AREAS OF NEED IN THE OUTSIDE COMMUNITY THAT ALIGN WITH SOUTHMINSTER'S MISSION. GRANTS TO INDIVIDUAL RESIDENTS ARE APPLIED TO INDIVIDUAL RESIDENT ACCOUNTS TO ASSIST THEM WITH ENTRANCE FEES AND MONTHLY FEES. GRANTS ARE AWARDED BASED ON THE FINANCIAL NEED OF THE RESIDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID LACY | ||||||||||||||
| PRESIDENT & CEO | $331,072 | $0 | $73,332 | $0 | $485 | $0 | $33,625 | $0 | $15,411 | $0 | $453,925 | $0 | $0 | $0 |
| KENDA LAUGHEY | ||||||||||||||
| CFO AND ASSISTANT TREASURER | $164,926 | $0 | $18,178 | $0 | $81 | $0 | $10,370 | $0 | $16,946 | $0 | $210,501 | $0 | $0 | $0 |
| MARY COOPER | ||||||||||||||
| COO AND ASSISTANT SECRETARY | $162,730 | $0 | $17,210 | $0 | $3,776 | $0 | $10,123 | $0 | $7,553 | $0 | $201,392 | $0 | $0 | $0 |
| STEWART WILEY | ||||||||||||||
| MARKETING DIRECTOR | $143,129 | $0 | $6,866 | $0 | $2,412 | $0 | $8,655 | $0 | $15,557 | $0 | $176,619 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | DAVID LACY RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TOTALING $7251.00 INCLUDED IN TAXABLE COMPENSATION. |
| PART I, LINE 4B | DURING CALENDAR YEAR 2018, SOUTHMINSTER INC. CONTRIBUTED $18,500 ON BEHALF OF DAVID LACY, AND KENDA LAUGHEY CONTRIBUTED $18,500 TO A SECTION 457 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. |
| PART I, LINE 7 | CEO COMPENSATION INCLUDED AN ANNUAL BONUS BASED ON CERTAIN GOALS NOT TIED TO ORGANIZATION'S REVENUE OR NET EARNINGS, SET BY BOARD OF DIRECTORS. DEPARTMENT HEADS' COMPENSATION INCLUDED ANNUAL BONUSES BASED ON CERTAIN GOALS NOT TIED TO ORGANIZATION'S REVENUE OR NET EARNINGS, SET BY CEO. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NC MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65820YMR4 | 2016-11-10 | $64,801,252 | ADVANCE REFUND $61,515,000 OF SERIES 2007A OUTSTANDING BONDS | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| B | 273866124 | 74444VAH3 | 2018-07-18 | $90,670,374 | CONSTRUCTION OF REPLACEMENT HEALTH CTR. AND 2 INDEPENDENT LIVING BUILDINGS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $560,000 | $64,801,252 | $4,640,562 | $1,089,988 | $63,711,264 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $90,670,374 | $4,282,850 | $1,682,100 | 0 | 0 | 0 | Yes (1) | $41,001,457 | $43,703,967 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 3, COLUMN A | FormAndLineReferenceDesc |
| Explanation | PROCEEDS, AS WELL AS THE ISSUE PRICE, ARE BROKEN OUT AS FOLLOWS: PAR AMOUNT $58,765,000 ORIGINAL ISSUE DISCOUNT (47,157) PREMIUM 6,083,409 ------------ $64,801,252 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | ALL BOARD MEMBERS ARE NOMINATED BY A NOMINATING COMMITTEE OF THE BOARD, BUT SUCH NOMINEES ARE SUBJECT TO APPROVAL BY THE GOVERNING BODIES OF THE ORGANIZATION'S TWO FOUNDING CHURCHES PRIOR TO ELECTION BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FINAL FORM 990 WILL BE DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. ANY COMMENTS OR QUESTIONS WILL BE DIRECTED TO MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS OF THE BOARD SIGN CONFLICT OF INTEREST POLICY/DECLARATIONS EACH YEAR. IF THERE IS A CONCERN THAT A TRANSACTION MAY RISE TO A CONFLICT OF INTEREST, IT IS PROACTIVELY RAISED WITH THE BOARD FOR DISCUSSION/APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF SOUTHMINSTER, INC. AS PART OF A COMPREHENSIVE REVIEW OF THE PRESIDENT'S PERFORMANCE AGAINST AGREED-UPON GOALS. CHANGES TO COMPENSATION OF THE PRESIDENT ARE RECOMMENDED BY THE EXECUTIVE COMMITTEE TO THE BOARD AND ARE APPROVED BY THE BOARD. COMPENSATION OF KEY EMPLOYEES OTHER THAN THE PRESIDENT IS REVIEWED AND APPROVED BY THE PRESIDENT. COMPETITIVE COMPENSATION INFORMATION IS OBTAINED FROM INDEPENDENT SOURCES, SUCH AS GUIDESTAR, TO ENSURE THAT COMPENSATION IS REASONABLE IN RELATION TO THE MARKETPLACE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH ELECTRONIC MUNICIPAL MARKET ACCESS, A SOURCE FOR MUNICIPAL DISCLOSURES AND MARKET DATA. IN ADDITION, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | PROCESS IS UNCHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHMINSTER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8919 PARK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581711827 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHMINSTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |