2020-07-06T07:09:22-05:00 2019-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2018-10-01 560562308 BAPTIST RETIREMENT HOMES OF NORTH CAROLINA INCORPORATED BAPT 3367250202 PO BOX 11024 WINSTON SALEM NC 27116 REED A VANDERSLIK PRESIDENT AND CEO 3367250202 2020-07-06 1 JOHN NORMAN P01506766 7049985200 2020-07-06 67.137.57.251 2020-07-06 08:08:55 ED P 3D440F39EED042ABC3EA8AA79F6556715EBB5D9A 2EEED599B99E77CDBDF45BEBFA9D7EF6A807E359 2018 2020-09-23 17:36:50Z REED A VANDERSLIK PO BOX 11024 WINSTON SALEM NC 27116 35419108 0 X WWW.BRH.ORG X 1952 NC TO PROVIDE QUALITY LIVING OPTIONS AND SERVICES TO NORTH CAROLINA'S OLDER ADULT POPULATION. 20 20 704 1292 0 0 2440115 2586791 25539721 25132698 1109529 959281 445964 453574 29535329 29132344 679337 638448 0 0 14682411 15046832 0 0 306609 12461218 12745810 27822966 28431090 1712363 701254 85847330 84455567 50996491 48803090 34850839 35652477 X BAPTIST RETIREMENT HOMES OF NORTH CAROLINA, INC. IS A CHURCH RELATED NOT-FOR-PROFIT ORGANIZATION COMMITTED TO PROVIDING QUALITY CARE AND A MEANINGFUL WAY OF LIFE FOR RESIDENTS AND STAFF... A PLACE WHERE RESIDENTS AND STAFF BECOME AN EXTENSION OF FAMILY THAT RECOGNIZES THE DIGNITY AND WORTH OF EACH INDIVIDUAL. 0 0 23178205 638448 25563740 BAPTIST RETIREMENT HOMES OF NORTH CAROLINA, INCORPORATED ("HOMES) IS A NOT-FOR-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF NORTH CAROLINA. IT IS EXEMPT FROM INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501[C][3] AND A PUBLIC CHARITY UNDER SECTION 509[A][2]. THE BOARD OF TRUSTEES OF HOMES HAS FIDUCIARY RESPONSIBILITY FOR THE OPERATION OF HOMES ORGANIZATION. THE MISSION OF THE HOMES IS TO PROVIDE QUALITY RESIDENTIAL AND HEALTH CARE LIVING OPTIONS AND SERVICES TO NORTH CAROLINA'S OLDER ADULT POPULATION. THE PROVISION OF THOSE SERVICES BEING OFFERED TO THE POOR ELDERLY OF THE STATE AS WELL AS THOSE OLDER PERSONS WHO DO HAVE THE FINANCIAL RESOURCES AVAILABLE TO PAY FOR THE INSTITUTIONAL SERVICES THEY NEED. IN ADDITION TO ITS PROGRAM OF BENEVOLENT FUNDING TO THE POOR ELDERLY OF THE STATE, HOMES ALSO PROVIDES A SPECIAL PROGRAM DESIGNED TO ENHANCE THE LIFESTYLE OF OLDER ADULTS WITH DEMENTIA RELATED DISORDERS LIKE ALZHEMER'S DISEASE. THREE SUCH PROGRAMS ARE OPERATED BY BAPTIST RETIREMENT HOMES. HOMES OWNS, MAINTAINS, AND OPERATES COMMUNITIES THROUGHOUT NORTH CAROLINA. ITS CURRENT COMMUNITIES INCLUDE 262 INDEPENDENT LIVING HOMES AND APARTMENTS, 138 ASSISTED LIVING RESIDENCES, AND 201 SKILLED NURSING CARE ROOMS. HOMES RECEIVES SUPPORT FROM INDIVIDUALS, BUSINESSES, FOUNDATIONS, CHURCHES, SPECIAL OFFERINGS, AND BEQUESTS FROM OTHERS TO ASSIST IN THE OPERATION AND ADMINISTRATION OF ITS COMMUNITIES. 23178205 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 31 0 704 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEANNINE M RICHMAN 3367250202 1912 BETHABARA ROAD WINSTON SALEM NC 27106 MR LEE M KIRBY JR TRUSTEE 1.00 X 0 0 0 MRS MARY E MORGAN TRUSTEE 1.00 X 0 0 0 MR JEFFREY K HOBART TRUSTEE 1.00 X 0 0 0 MR CHARLES D MAST TRUSTEE 1.00 X 0 0 0 MRS PERRY BAILEY TRUSTEE 1.00 X 0 0 0 MR A EDWARD BEDDINGFIELD JR TRUSTEE 1.00 X 0 0 0 MR JEFFREY L COBB TRUSTEE 1.00 X 0 0 0 MR PHILLIP R FAEGAN TRUSTEE 1.00 X 0 0 0 MRS NANCY E FISH TRUSTEE 1.00 X 0 0 0 MRS ANITA H JOHNSON TRUSTEE 1.00 X 0 0 0 MS MARY BETH F JOHNSTON VICE CHAIR 1.00 X X 0 0 0 MRS BETH TYNER JONES TRUSTEE 1.00 X 0 0 0 MR CLARENCE R LAMBE JR TRUSTEE 1.00 X 0 0 0 MR RALPH S MORGAN TRUSTEE 1.00 X 0 0 0 MR RICHARD P MURRAY TRUSTEE 1.00 X 0 0 0 MR JOHN S POND JR TRUSTEE 1.00 X 0 0 0 MR HENRY M SKINNER JR CORPORATE SECRETARY 1.00 X X 0 0 0 MR BOBBY WATSON TRUSTEE 1.00 X 0 0 0 MR MICHAEL R TAYLOR CHAIR 1.00 X X 0 0 0 MRS BETTY LYNNE JOHNSON TRUSTEE 1.00 X 0 0 0 MR WILLIAM B STILLERMAN EMERITUS PRESIDENT 36.00 4.00 X 379220 0 60164 MRS DEBRA H MEGINNIS EXECUTIVE VP AND COO 36.00 4.00 X 243392 0 56750 MR REED A VANDERSLIK PRESIDENT AND CEO 36.00 4.00 X 0 0 0 MS JEANNINE M RICHMAN CFO 36.00 4.00 X 47317 0 4373 MR WILLIAM MEGINNIS CCONSTRUCTION SERVICES 36.00 4.00 X 147418 0 10814 MR CHRISTOPHER ELMER ADMINISTRATOR 36.00 4.00 X 102505 0 24118 MS LISA JOHNSON ADMINISTRATOR 36.00 4.00 X 104727 0 4895 1024579 0 161114 5 0 1 0 LEGACY HEALTHCARE SERVICES PO BOX 743715 ATLANTA GA 303843715 THERAPY SERVICES 1335179 F&L ELECTRICAL 3826 CLEMMONS ROAD CLEMMONS GA 27012 ELECTRICAL RENOV.AND LIGHTING 118701 CYPRESS NETWORKS 4125-A WALKER AVENUE GREENSBORO NC 27407 COMPUTER MAINTENANCE AND SUPPORT 111031 KNIGHT SERVICES PO BOX 542 KERNERSVILLE NC 27285 LANDSCAPING 107178 FAULKNER FLOORING 3865 REYNOLDA ROAD 221 WINSTONSALEM NC 27106 FLOORING 103568 6 1642169 944622 2586791 RESIDENT SERVICES 623000 25132698 25132698 25132698 610468 610468 22532 0 22532 22532 22532 6635577 6278049 8715 357528 -8715 348813 348813 431042 431042 431042 29132344 25563740 0 981813 5000 5000 633448 633448 669929 669929 11385929 9422711 1858257 104961 2117282 1528022 573516 15744 873692 723510 150182 39387 39387 88493 88493 1942016 1936708 5308 228251 34621 102829 90801 424612 235395 189217 234539 234539 1427372 1187812 239560 877 877 8986 4898 4088 1481511 1481511 3501712 3501712 364578 364578 FOOD 1001147 966465 34682 REPAIRS AND MAINTENANCE 884262 787710 96552 MEDICAL SUPPLIES 353962 353613 349 MEDICAL SERVICES 212950 212950 551155 161242 294810 95103 28431090 23178205 4946276 306609 6830997 6559399 130422 137018 1214077 1404373 115553 125736 216648 209260 103087441 57564925 47945515 45522516 21167821 21862588 5972857 6255920 2253440 2378757 85847330 84455567 2089162 2533266 12998562 13104149 37547 43312 35871220 33122363 50996491 48803090 X 26051053 26904454 1326822 1410396 7472964 7337627 34850839 35652477 85847330 84455567 X 701254 -182680 283064 X X 0 1 X 1 0 X 1614404 1320974 2321106 2440115 2586791 10283390 25464687 23840805 24528095 25539721 25132698 124506006 27079091 25161779 26849201 27979836 27719489 134789396 27158 37875 8527 17175 25315 116050 0 27158 37875 8527 17175 25315 116050 134673346 1162750 545353 436513 518565 633000 3296181 1162750 545353 436513 518565 633000 3296181 525773 514863 421973 431042 1893651 28241841 26232905 27800577 28920374 28783531 139979228 0.96210 0.95960 0.02350 0.02550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 730 730 0 PART II-B, LINE 1: APPROXIMATELY 2.9% OF THE DUES PAID TO STATE AND NATIONAL TRADE ASSOCIATIONS ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 402225 402225 378400 27838 4013 402225 337481 44467 3547 378400 316850 12918 10958 3245 337481 312750 6233 2133 316850 0 0 6045491 6045491 54664965 37862115 16802850 6162213 5183054 979159 36214772 14519756 21695016 45522516 CHARITABLE REMAINDER TRUSTS 1454295 C BENEFICIAL INTEREST IN PERPETUAL TRUST 4801625 C 6255920 X PART IV, LINE 2B: RESIDENT FUNDS HELD IN TRUST. PART X, LINE 2: THE HOMES AND THE FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE HOMES AND THE FOUNDATION FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF THE HOMES OR THE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR ANY OTHER TAXES FOR HOMES OR THE FOUNDATION. 1 CLEVELAND COUNTY POTATO PROJECT INC 1175 WYKE RD SHELBY NC 28150 811098414 501(C)(3) 5000 CLEVELAND COUNTY POTATO PROJECT 1 BRH RESIDENTS - BENEVOLENCE 72 593665 SEPCIAL ASSISTANCE AND BENEVOLENT CARE CARE CAFE 21 22495 ADULT DAY CARE BENEVOLENCE. PAID THROUGH AP FELLOWSHIP TO GO PROGRAM ADMINISTERED BY EDENTON BAPTIST CHURCH 335 2016 CONTRIBUTIONS MADE IN AP MEDICINE FROM THE HEART ADMINISTERED BY THE FIRST BAPTIST CHURCH OF SMITHFIELD. 24 7000 MEDICINE FROM THE HEART, MADE IN AP. MEDICINE FROM THE HEART AND FELLOWSHIP MEALS ADMINISTERED BY THE FIRST BAPTIST CHURCH OF WILSON 212 8272 MEDICINE FROM THE HEART AND FELLOWSHIP MEALS TO GO OUT OF AP PART I, LINE 2: BENEVOLENCE IS BASED ON PAYOR (MEDICARE, MEDICAID, ETC.) AND ABILITY TO PAY. REQUESTS FOR BENEVOLENT ASSISTANCE ARE REVIEWED AND APPROVED BY THE PRESIDENT. BENEVOLENCE IS RECORDED AS A CONTRA-REVENUE ON A MONTHLY BASIS. THE TRUSTEES APPROVE PROJECTS AND GIVE GENERAL GUIDANCE ON BENEVOLENCE. THE BAPTIST RETIREMENT HOMES FOUNDATION AGREED TO REIMBURSE HOMES FOR THESE PROJECTS THAT BENEFIT POOR SENIOR ADULTS IN NORTH CAROLINA. THE ORGANIZATION REQUESTS SUPPORT THROUGH A LETTER TO BAPTIST RETIREMENT HOMES. SCHEDULE I, PART III, COLUMN B THE ORGANIZATION ESTIMATED THAT 40% OF THE TOTAL RESIDENT POPULATION SERVED UTILIZES SOME TYPE OF ASSISTANCE. X X X X 0 1 0 0 0 0 0 1 0 MR WILLIAM B STILLERMAN EMERITUS PRESIDENT 292220 0 87000 0 0 0 48230 0 11934 0 439384 0 0 0 MRS DEBRA H MEGINNIS EXECUTIVE VP AND COO 210866 0 32526 0 0 0 44118 0 12632 0 300142 0 0 0 MR WILLIAM MEGINNIS CCONSTRUCTION SERVICES 147393 0 25 0 0 0 0 0 10814 0 158232 0 0 0 PART I, LINE 4B WILLIAM B. STILLERMAN AND DEBRA MEGINNIS PARTICIPATED IN A 457 PLAN AND CONTRIBUTED $18,500 EACH DURING THE YEAR. PART I, LINE 7 DISCRETIONARY BONUSES WERE PAID TO WILLIAM STILLERMAN, DEBRA MEGINNIS, WILLIAM MEGINNIS, CHRISTOPHER ELMER AND LISA JOHNSON. SEE SCHEDULE O OF FORM 990 FOR MORE DETAIL ON HOW COMPENSATION FOR THE PRESIDENT, COO, AND CFO IS DETERMINED. FORM 990, PART VI, SECTION B, LINE 11B BOTH MANAGEMENT AND TRUSTEES REVIEW THE 990 BEFORE IT IS FILED. IF CHANGES ARE SUGGESTED DURING THE REVIEW, THEY ARE MADE PRIOR TO THE IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, TRUSTEES MUST COMPLETE A "NON-CONFLICT OF INTEREST" QUESTIONNAIRE. ADDITIONALLY, EMPLOYEES MUST DISCLOSE ALL PERTINENT FACTS SURROUNDING A POTENTIAL CONFLICT OF INTEREST TO HIS OR HER IMMEDIATE SUPERVISOR. THE ORGANIZATION'S CONFLICT OF INTEREST STATEMENT OUTLINES THE ACTIVITIES EMPLOYEES SHOULD AVOID WITHOUT PRIOR APPROVAL OF THE BOARD OF TRUSTEES, AND PROVIDES STEPS TO BE TAKEN IF A POSSIBLE CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 IN COOPERATION WITH THE PERSONNEL COMMITTEE, THE FINANCE COMMITTEE RECOMMENDS THE SALARY OF THE PRESIDENT,COO, AND CFO EVERY YEAR. COMPENSATION IS BENCHMARKED TO COMPENSATION SURVEYS. THE PROCESS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS. THE MOST RECENT YEAR IN WHICH THE PROCESS WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WAS 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND IN ACCORDANCE WITH REGULATORY REQUIREMENTS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 283,064. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BAPTIST RETIREMENT HOMES FOUNDATION 1912 BETHABARA ROAD WINSTON SALEM NC 27106 562205837 SUPPORT BRH NC 501(C)(3) LINE 12A, I BRHNC INC 1 0 0 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 BAPTIST RETIREMENT HOMES OF NORTH CAROLINA INCORPORATED C 1642169