PRESBYTERIAN HOME AT CHARLOTTE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HOME AT CHARLOTTE INC (EIN 56-6064186)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201913049349302051
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T15:02:57-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566064186 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRESBYTERIAN HOME AT CHARLOTTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 7045531670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 SHARON ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MOFFAT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7045531670 | PhoneNum |
| Signature | 2019-10-30 | 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 | 2019-10-30 | 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 | 2019-10-30 | IPDt |
| IP Tm | 09:49:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E682848054A5964E43F461E45E3C8DD6D38CCA73 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5EFBF20E7B7089C5FF7EB8F48BDE01CCFE2FE862 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE MOFFAT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 SHARON ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,467,415 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://SHARONTOWERS.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | WE ENRICH RESIDENTS' LIVES BY PROVIDIING A NURTURING ENVIRONMENT WITH JOY, PURPOSE, AND WELL-BEING | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 401 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $932,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,108,687 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,723,957 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,452,206 | CYProgramServiceRevenueAmt |
| PY Investment Income | $977,341 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,260,014 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87,741 | PYOtherRevenueAmt |
| CY Other Revenue | $80,047 | CYOtherRevenueAmt |
| PY Total Revenue | $24,721,289 | PYTotalRevenueAmt |
| CY Total Revenue | $30,900,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,138,834 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,227,969 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,029,415 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,508,388 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $59,736 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $190,309 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,441,822 | PYOtherExpensesAmt |
| CY Other Expenses | $10,528,036 | CYOtherExpensesAmt |
| PY Total Expenses | $21,610,071 | PYTotalExpensesAmt |
| CY Total Expenses | $23,324,129 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,111,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,576,825 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $80,978,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,538,008 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,492,347 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,654,722 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,485,726 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,883,286 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ENRICH THE LIVES OF THOSE WE SERVE BY PROVIDING A NURTURING ENVIRONMENT THAT FOSTERS JOY, PURPOSE, AND WELL-BEING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,347,748 | ExpenseAmt |
| Grant | $1,227,969 | GrantAmt |
| Revenue | $25,532,253 | RevenueAmt |
| Desc | THE PRESBYTERIAN HOME AT CHARLOTTE, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A RETIREMENT FACILITY WHICH AT DECEMBER 31, 2018, CONTAINED 216 INDEPENDENT LIVING UNITS, 40 ASSISTED LIVING UNITS, AND A 96 BED HEALTH CARE CENTER. | Desc |
| Total Program Service Expenses | $22,347,748 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 401 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES R GASKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045531670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 SHARON ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DOUGLAS K BRADLEY | |||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN E BURTON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J CARPENTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL H EFIRD JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W FISCHER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MILDRED P FOLK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA L HARPER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J IGNASHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT A JONES | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES W KEITH JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA L KELLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE L LAMBERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| E JUDSON MCADAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA R MCCLAIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAYDEN MCMAHON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD L NICHOLS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDA H NICHOLSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE K RICHARDS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDAL L RIPPLE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M TEAGUE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R CHRISTOPHER THOMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VELVA W WOOLLEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MOFFAT | |||||||
| EXEC DIRECTOR | 40.00 | Yes (X) | $217,954 | $0 | $21,478 | ||
| CHARLES R GASKINS | |||||||
| CFO | 40.00 | Yes (X) | $173,031 | $0 | $13,826 | ||
| ANGELA RIGSBEE | |||||||
| COO | 40.00 | Yes (X) | $118,596 | $0 | $15,045 | ||
| CYNTHIA MCCULLOUGH | |||||||
| DIR OF SALES & MKTG | 40.00 | $106,321 | $0 | $10,525 | Yes (X) | ||
| ALLISON SWITZER | |||||||
| ADMINISTRATOR | 40.00 | $110,932 | $0 | $8,725 | Yes (X) | ||
| OTIS AMERSON | |||||||
| DIR OF FACILITY SERVICES | 40.00 | $112,286 | $0 | $10,702 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $839,120 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,301 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
|---|---|---|---|---|---|
| ROSS ALLEN BUILDERS | |||||
| 8260-1200 PROVIDENCE ROAD 384 | CHARLOTTE | NC | 28210 | CONSTRUCTION | $2,307,973 |
| MORRISON COMMUNITY LIVING | |||||
| 400 NORTHRIDGE RD | SANDY SPRINGS | GA | 30350 | DINING SERVICES | $1,872,950 |
| HERITAGE HEALTHCARE | |||||
| 6920 MARCHING DUCK DRIVE | CHARLOTTE | NC | 28210 | THERAPY SERVICES | $1,131,168 |
| OMEGA CONSTRUCTION | |||||
| 344 SHELLEYBROOK DRIVE | PILOT MOUNTAIN | NC | 27041 | CONSTRUCTION | $860,243 |
| STEWART & CONNERS | |||||
| 3731 LATROBE DR 100 | CHARLOTTE | NC | 28210 | ARCHITECT | $548,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,108,687 | AllOtherContributionsAmt |
| Noncash Contributions | $22,880 | NoncashContributionsAmt |
| Total Contributions | $4,108,687 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INDEPENDENT LIVING | 623990 | $9,735,844 | $9,735,844 |
| HEALTH CARE | 623990 | $7,851,638 | $7,851,638 |
| ENTRANCE FEES | 623990 | $4,068,243 | $4,068,243 |
| ASSISTED LIVING | 623990 | $2,095,256 | $2,095,256 |
| PHARMACY & OTHER | 923990 | $1,701,225 | $1,701,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,452,206 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $601,366 | TotalRevenueColumnAmt |
| Exclusion | $601,366 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,047 | 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 | $80,047 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,047 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,828,838 | SecuritiesAmt |
| Other | $396,271 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,252,042 | SecuritiesAmt |
| Other | $314,419 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $576,796 | SecuritiesAmt |
| Other | $81,852 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $658,648 | TotalRevenueColumnAmt |
| Exclusion | $658,648 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,900,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,532,253 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,260,014 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,589 | TotalAmt |
| Program Services | $257,589 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,380 | TotalAmt |
| Program Services | $970,380 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,581 | TotalAmt |
| Management And General | $463,271 | ManagementAndGeneralAmt |
| Fundraising | $46,310 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,766,276 | TotalAmt |
| Program Services | $8,627,404 | ProgramServicesAmt |
| Management And General | $138,872 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518,854 | TotalAmt |
| Program Services | $1,443,918 | ProgramServicesAmt |
| Management And General | $69,173 | ManagementAndGeneralAmt |
| Fundraising | $5,763 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,677 | TotalAmt |
| Program Services | $669,735 | ProgramServicesAmt |
| Management And General | $40,475 | ManagementAndGeneralAmt |
| Fundraising | $3,467 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,736 | TotalAmt |
| Fundraising | $59,736 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,281 | TotalAmt |
| Management And General | $74,281 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,130 | TotalAmt |
| Program Services | $224,228 | ProgramServicesAmt |
| Fundraising | $5,902 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,586 | TotalAmt |
| Program Services | $340,574 | ProgramServicesAmt |
| Fundraising | $62,012 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,704 | TotalAmt |
| Program Services | $300,704 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450,072 | TotalAmt |
| Program Services | $2,450,072 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,219 | TotalAmt |
| Program Services | $341,219 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| HOUSEKEEPING & MAINTENA | $1,993,848 | $1,993,848 |
| FOOD & DIETARY | $1,618,964 | $1,618,964 |
| HEALTH CARE SUPPLIES | $1,478,581 | $1,478,581 |
| UTILITIES & COMMUNICATI | $1,180,421 | $1,180,421 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,230 | TotalAmt |
| Program Services | $450,111 | ProgramServicesAmt |
| Fundraising | $7,119 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,324,129 | TotalAmt |
| Program Services | $22,347,748 | ProgramServicesAmt |
| Management And General | $786,072 | ManagementAndGeneralAmt |
| Fundraising | $190,309 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,127,742 | BOYAmt |
| EOY | $5,675,755 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $942,077 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,694 | BOYAmt |
| EOY | $1,001,419 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,338 | BOYAmt |
| EOY | $259,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $94,179,475 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,407,246 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,130,784 | BOYAmt |
| EOY | $57,772,229 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,741,616 | BOYAmt |
| EOY | $18,322,287 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,130 | BOYAmt |
| EOY | $249,540 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,769 | BOYAmt |
| EOY | $3,315,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,978,073 | BOYAmt |
| EOY | $87,538,008 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,109,169 | BOYAmt |
| EOY | $1,534,474 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,620,000 | BOYAmt |
| EOY | $5,780,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,305,702 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,457,476 | BOYAmt |
| EOY | $33,340,248 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,492,347 | BOYAmt |
| EOY | $40,654,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,232,700 | BOYAmt |
| EOY | $41,790,249 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,020 | BOYAmt |
| EOY | $2,061,031 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,006 | BOYAmt |
| EOY | $3,032,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,485,726 | BOYAmt |
| EOY | $46,883,286 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,978,073 | BOYAmt |
| EOY | $87,538,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,576,825 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,259,412 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $80,147 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $736,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,164,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $494,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $932,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,108,687 | CurrentTaxYearAmt |
| Total | $7,435,826 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,556,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,112,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,736,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,853,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,481,826 | CurrentTaxYearAmt |
| Total | $104,741,539 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,292,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,277,407 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,230,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,786,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,590,513 | CurrentTaxYearAmt |
| Total | $112,177,365 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $112,177,365 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $855,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $755,286 | CurrentTaxYearAmt |
| Total | $3,447,927 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $855,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $644,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $653,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $755,286 | CurrentTaxYearAmt |
| Total | $3,447,927 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,148,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,921,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,770,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,439,122 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,345,799 | CurrentTaxYearAmt |
| Total | $115,625,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97020 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96820 | PublicSupportPY509Pct |
| Investment Income CY | 0.02980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,032,006 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $421,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $421,347 | OtherExpendituresAmt |
| End Year Balance | $3,032,006 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,032,006 | BeginningYearBalanceAmt |
| End Year Balance | $3,032,006 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,958,380 | BeginningYearBalanceAmt |
| Contributions | $73,626 | ContributionsAmt |
| End Year Balance | $3,032,006 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,958,380 | BeginningYearBalanceAmt |
| End Year Balance | $2,958,380 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,958,380 | BeginningYearBalanceAmt |
| End Year Balance | $2,958,380 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $474,558 | OtherCostOrOtherBasisAmt |
| Book Value | $478,558 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,981,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,835,902 | DepreciationAmt |
| Book Value | $51,145,264 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,945,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,058,853 | DepreciationAmt |
| Book Value | $3,886,495 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,774,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,512,491 | DepreciationAmt |
| Book Value | $2,261,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,772,229 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $19,314 |
| ACCRUED PAYROLL | $810,420 |
| DEFERRED REVENUE | $26,667,546 |
| INTEREST RATE SWAP AGREEMENT | $74,301 |
| REFUNDABLE ENTRANCE FEES | $5,768,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,340,248 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $25,756,870 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,259,412 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,045,069 | OtherRevenueAmt |
| Revenue Not Reported | -$1,214,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,971,213 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $74,281 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,855,460 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,929,741 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,900,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,279,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,279,468 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $74,281 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $970,380 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,044,661 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,324,129 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTIONS 1,045,069. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO INDIVIDUALS 970,380. DONOR RESTRICTED CONTRIBUTIONS 2,991,563. DONOR RESTRICTED INVESTMENT LOSS -106,483. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO INDIVIDUALS 970,380. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL DEVELOPMENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W 4TH ST STE 100 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLAN AND IMPLEMENT 2019 CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $59,736 | RetainedByContractorAmt |
| Net To Organization | -$59,736 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $59,736 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$59,736 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|
| UNC CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | 170 | $183,438 | SUPPORT UNCC PROGRAM TO PROVIDE UNDERSERVED SENIORS WITH PERSONALIZED HEALTH ASSESSMENTS | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 PARK ROADSUITE 250 | CHARLOTTE | NC | 28209 | 501(C)(3) | $45,000 | WALK TO END ALZHEIMER'S AND DEMENTIA EDUCATION. | 561440727 |
| CHARLOTTE COMMUNITY HEALTH CLINIC | |||||||
| 8401 MEDICAL PLAZA DRIVE SUITE 300 | CHARLOTTE | NC | 28212 | 501(C)(3) | $14,151 | MECKLENBURG SENIOR CITIZEN HEALTH RISK ASSESSMENT TESTING OUTREACH PROGRAM | 562274174 |
| SHARON PRESBYTERIAN CHURCH | |||||||
| 5201 SHARON ROAD | CHARLOTTE | NC | 28210 | 501(C)(3) | $15,000 | GROWING TO SERVE CAMPAIGN | 566018312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WAIVED ENTRANCE FEES AND SUBSIDIZED SERVICE FEES FOR RESIDENTS. | GrantTypeTxt |
| Recipient | 21 | RecipientCnt |
| Cash Grant | $970,380 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART III, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE PRESBYTERIAN HOME AT CHARLOTTE, INC. PROVIDES FINANCIAL ASSISTANCE TO ITS RESIDENTS WHO CANNOT AFFORD THE FULL COST OF THEIR CARE. THIS ASSISTANCE WAS GIVEN VIA WAIVED ENTRANCE FEES AND SUBSIDIZATION OF MONTHLY SERVICE FEES. TWENTY-ONE RESIDENTS RECEIVED FINANCIAL ASSISTANCE IN EXCESS OF $5,000 FOR 2018. THEIR ASSISTANCE TOTALLED $970,380. RECIPIENTS ARE RE-QUALIFIED ANNUALLY AFTER A REVIEW OF THEIR INCOME AND EXPENSES. FINANCIAL RECORDS ARE KEPT ON ALL ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE MOFFAT | ||||||||||||||
| EXEC DIRECTOR | $217,326 | $0 | $0 | $0 | $628 | $0 | $7,652 | $0 | $13,826 | $0 | $239,432 | $0 | $0 | $0 |
| CHARLES R GASKINS | ||||||||||||||
| CFO | $171,371 | $0 | $0 | $0 | $1,660 | $0 | $0 | $0 | $13,826 | $0 | $186,857 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DURING 2018, CHARLES R. GASKINS WAS PROVIDED WITH TEMPORARY HOUSING IN THE AMOUNT OF $1,660. THAT AMOUNT WAS INCLUDED IN HIS W-2 WAGES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC MEDICAL CARE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521309402 | BondIssuerEIN |
| Bond Issued | 2010-09-24 | BondIssuedDt |
| Issue Price | $11,515,000 | IssuePriceAmt |
| Purpose | REFUND PRIOR BONDS. SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,735,000 | RetiredAmt |
| Total Proceeds | $11,515,000 | TotalProceedsAmt |
| Other Spent Proceeds | $11,515,000 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BB&T | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 5.700000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD PRESENTS A NEW CLASS OF BOARD MEMBERS ANNUALLY TO THE PRESBYTERY OF CHARLOTTE. THE PRESBYTERY ELECTS THE NEW MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER RECEIVING THE 900 FROM OUR AUDITOR, IT IS REVIEW BY OUR CHIEF FINANICAL OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD CHAIR SELECTS A COMPENSATION COMMITTEE. THE COMMITTEE IS GIVEN A WAGE AND SALARY SURVEY CONDUCTED ANNUALLY BY THE LEAGINGAGE NORTH CAROLINA AND THE HOSPITAL AND HEALTH CARE COMPENSATION SERVICE. THE SURVEY CONSISTS OF DATA FROM OTHER CONTINUING CARE RETIREMENT COMMUNITIES (CCRC'S) IN NORTH CAROLINA. THE DELIBERATION AND DECISION IS THEN DOCUMENTED AND PLACED IN TEH EXECUTIVE DIRECTOR'S FILE HELD BY THE BOARD CHAIR. A COPY IS ALSO KEPT IN THE SHARON TOWER'S HUMAN RESOURCES RECORDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANNUAL FINANICAL AUDIT IS INCLUDED IN OUR ANNUAL DISCLOSURE STATEMENT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP 80,147. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN PROCESS FROM PRIOR YEAR. |