GIVENS ESTATES INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GIVENS ESTATES INC (EIN 51-0199312)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349309285
- Schema version
- 2024v5.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:26:46+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510199312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIVENS ESTATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVE | BusinessNameControlTxt |
| Phone | 8282744800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 SWEETEN CREEK ROAD | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Schwab | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8282744800 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin Schwab | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 SWEETEN CREEK ROAD | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,433,109 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.givensestates.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | VISION STATEMENT: EXPANDING THE POSSIBILITIES FOR AGING | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 595 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,062,465 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,107,362 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $74,604,869 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $82,693,125 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,585,902 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,652,017 | CYInvestmentIncomeAmt |
| PY Other Revenue | $740,320 | PYOtherRevenueAmt |
| CY Other Revenue | $8,990,716 | CYOtherRevenueAmt |
| PY Total Revenue | $79,993,556 | PYTotalRevenueAmt |
| CY Total Revenue | $103,443,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,015,930 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,435,152 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,944,016 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,827,823 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,948,996 | PYOtherExpensesAmt |
| CY Other Expenses | $42,346,438 | CYOtherExpensesAmt |
| PY Total Expenses | $68,908,942 | PYTotalExpensesAmt |
| CY Total Expenses | $82,609,413 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,084,614 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,833,807 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $383,968,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,171,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $282,343,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,795,542 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,624,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,375,858 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IMPROVING LIVES THROUGH COMMUNITIES, SERVICES, AND OUTREACH CORE VALUES OUR CORE VALUES ARE COMMITMENT, CARING, COURAGE AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $73,156,369 | ExpenseAmt |
| Grant | $1,435,152 | GrantAmt |
| Revenue | $82,693,125 | RevenueAmt |
| Desc | Givens Life Ministries serves as the outreach and community impact arm of Givens Communities, extending the organization's mission beyond its campuses to older adults and families across Western North Carolina. In addition to providing housing, support, and health and wellness services for approximately 1,450 seniors across four campuses, Givens Life Ministries reaches thousands of additional individuals annually through community-based programs that promote health, independence, and dignity for people of all economic levels. Through partnerships and charitable support, the ministry offers a broad range of services, including wellness and health education, medication assistance, nutritious meal sites, diabetes and chronic disease management programs, and a community nurse who helps lower-income residents navigate the healthcare system. This work is supported through philanthropic contributions, endowment earnings, and operating revenues, ensuring that Givens' commitment to compassionate service, wellness, and aging with dignity extends well beyond its residential communities. | Desc |
| Total Program Service Expenses | $73,156,369 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 595 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN SQUIRES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8282744800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 SWEETEN CREEK ROAD | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Adam K Ennis | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Alfred J Whitesides Jr | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Alisa J Brown | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles L Frederick | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Pine | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Connie B Martin | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David C Whilden | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Donna A Broadwell | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Doris P Loomis Esq | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Kelli R Brown | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Margaret A Kuhn | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| F Patrick McGuire | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| G Edward Towson II | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gerald H Meyer | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Horace S Jennings | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph P McGuire | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Judy L Phillips | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kemper W Brown Sr | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth W Swayze Jr | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Larry B Harris | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Murphy Horne Fletcher | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rebekah M Lowe | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Karen L Easter Bayne | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Mary W Brown | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev R Keith Turman | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Robert E Shepherd | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev W Mark Ralls | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert C Roberts | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert M McKown | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Russell Moxley | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah-Ann Smith | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne E Landis | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne M Sutherland | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William Mance | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Allen Squires | |||||||||
| CFO | 40.0 | 1.0 | $406,158 | $0 | $33,203 | Yes (X) | |||
| Kevin Schwab | |||||||||
| CEO | 40.0 | 1.0 | $500,175 | $0 | $87,060 | Yes (X) | |||
| Scott Farkas | |||||||||
| COO | 40.0 | $240,573 | $0 | $50,852 | Yes (X) | ||||
| Ken Kramer | |||||||||
| Executive Director - Givens Highland Farms | 40.0 | $218,970 | $0 | $56,130 | Yes (X) | ||||
| Kirsten Cone | |||||||||
| Executive Director - GE | 40.0 | $166,327 | $0 | $20,124 | Yes (X) | ||||
| Brian Guengerich | |||||||||
| VP Development | 40.0 | $160,776 | $0 | $30,275 | Yes (X) | ||||
| Christian Grunder | |||||||||
| VP HR | 40.0 | $168,854 | $0 | $34,139 | Yes (X) | ||||
| David Kerestes | |||||||||
| Controller | 40.0 | $162,868 | $0 | $33,803 | Yes (X) | ||||
| Neal Lail | |||||||||
| VP Marketing | 40.0 | $204,733 | $0 | $7,080 | Yes (X) | ||||
| Ricky Foor | |||||||||
| VP IT | 40.0 | $160,365 | $0 | $30,210 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,389,799 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $382,876 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Frank L Blum Construction | |||||
| PO Box 4153 | WinstonSalem | NC | 27115 | Construction | $21,683,728 |
| US Foodservice | |||||
| PO Box 602292 | Charlotte | NC | 28260 | Food Service | $2,422,403 |
| Functional Pathways | |||||
| 10133 Sherill Blvd | Knoxville | TN | 379323347 | Therapy | $1,573,255 |
| Katalyst | |||||
| PO Box 896983 | Charlotte | NC | 282896983 | Software | $795,155 |
| RLPS II | |||||
| 250 Valleybrook Drive | Lancaster | PA | 17601 | Architecture | $635,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 48 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,107,362 | AllOtherContributionsAmt |
| Noncash Contributions | $17,277 | NoncashContributionsAmt |
| Total Contributions | $3,107,362 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Residential Revenue | 623000 | $53,703,064 | $53,703,064 |
| Long-term Care Revenue | 623000 | $17,373,952 | $17,373,952 |
| Assisted Living Revenue | 623000 | $4,665,289 | $4,665,289 |
| Food Services Revenue | 623000 | $4,036,902 | $4,036,902 |
| Other Resident Revenue | 623000 | $2,614,813 | $2,614,813 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $299,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,105 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $82,693,125 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,237,689 | TotalRevenueColumnAmt |
| Exclusion | $3,237,689 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,404,217 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$10,111 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,404,217 | SecuritiesAmt |
| Other | $10,111 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,414,328 | TotalRevenueColumnAmt |
| Exclusion | $5,414,328 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Hurricane Insurance Proceeds | 900099 | $7,500,000 | $7,500,000 |
| Miscellaneous Revenue | 900099 | $1,490,716 | $1,490,716 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,990,716 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,443,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,693,125 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,642,733 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,613 | TotalAmt |
| Program Services | $1,123,613 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,539 | TotalAmt |
| Program Services | $311,539 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,532,203 | TotalAmt |
| Management And General | $1,532,203 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,979,493 | TotalAmt |
| Program Services | $25,655,726 | ProgramServicesAmt |
| Management And General | $4,323,767 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $992,111 | TotalAmt |
| Program Services | $807,742 | ProgramServicesAmt |
| Management And General | $184,369 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,195,035 | TotalAmt |
| Program Services | $3,415,451 | ProgramServicesAmt |
| Management And General | $779,584 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,128,981 | TotalAmt |
| Program Services | $1,733,342 | ProgramServicesAmt |
| Management And General | $395,639 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,356 | TotalAmt |
| Management And General | $23,356 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031 | TotalAmt |
| Management And General | $2,031 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,614,369 | TotalAmt |
| Program Services | $3,560,883 | ProgramServicesAmt |
| Management And General | $53,486 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,473,279 | TotalAmt |
| Program Services | $116,847 | ProgramServicesAmt |
| Management And General | $1,356,432 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,944,549 | TotalAmt |
| Program Services | $3,731,016 | ProgramServicesAmt |
| Management And General | $213,533 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,311,006 | TotalAmt |
| Program Services | $1,311,006 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,177,215 | TotalAmt |
| Program Services | $4,177,215 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,909 | TotalAmt |
| Program Services | $176,824 | ProgramServicesAmt |
| Management And General | $8,085 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,904,816 | TotalAmt |
| Program Services | $2,904,816 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,824,975 | TotalAmt |
| Program Services | $10,824,975 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,778 | TotalAmt |
| Program Services | $292,133 | ProgramServicesAmt |
| Management And General | $489,645 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Hurricane Expenses | $9,114,326 | $9,114,326 |
| FOOD EXPENSE | $2,419,160 | $2,419,160 |
| MEDICAL SUPPLIES | $645,757 | $645,757 |
| BAD DEBT | $302,205 | $302,205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,707 | TotalAmt |
| Program Services | $531,793 | ProgramServicesAmt |
| Management And General | $90,914 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,609,413 | TotalAmt |
| Program Services | $73,156,369 | ProgramServicesAmt |
| Management And General | $9,453,044 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,995 | BOYAmt |
| EOY | $332,330 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,051,222 | BOYAmt |
| EOY | $46,326,172 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,930 | BOYAmt |
| EOY | $307,780 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,406,907 | BOYAmt |
| EOY | $17,895,752 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,470 | BOYAmt |
| EOY | $1,099,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $345,316,926 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,355,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,196,419 | BOYAmt |
| EOY | $241,961,721 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,413,627 | BOYAmt |
| EOY | $106,327,379 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,365,069 | BOYAmt |
| EOY | $455,023 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,808 | BOYAmt |
| EOY | $1,465,943 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,968,447 | BOYAmt |
| EOY | $416,171,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,077,163 | BOYAmt |
| EOY | $18,911,922 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,737,954 | BOYAmt |
| EOY | $172,265,070 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,796,177 | BOYAmt |
| EOY | $84,480,741 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,916,130 | BOYAmt |
| EOY | $14,879,449 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,338 | BOYAmt |
| EOY | $2,258,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,343,762 | BOYAmt |
| EOY | $292,795,542 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,809,400 | BOYAmt |
| EOY | $109,434,032 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,815,285 | BOYAmt |
| EOY | $13,941,826 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,624,685 | BOYAmt |
| EOY | $123,375,858 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,968,447 | BOYAmt |
| EOY | $416,171,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $20,833,807 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $917,366 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,880,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,826,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,397,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,062,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,107,362 | CurrentTaxYearAmt |
| Total | $23,274,510 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,683,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,597,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,572,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,604,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,693,125 | CurrentTaxYearAmt |
| Total | $342,151,632 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $399,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $740,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,990,716 | CurrentTaxYearAmt |
| Total | $10,890,652 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,944,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,804,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,368,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,407,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,791,203 | CurrentTaxYearAmt |
| Total | $376,316,794 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,162 | CurrentTaxYearAmt |
| Total | $754,700 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $289,162 | CurrentTaxYearAmt |
| Total | $754,700 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $375,562,094 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,026,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,341,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,805,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,237,689 | CurrentTaxYearAmt |
| Total | $8,339,362 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,026,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $929,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,341,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,805,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,237,689 | CurrentTaxYearAmt |
| Total | $8,339,362 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$84 | CurrentTaxYearMinus4YearsAmt |
| Total | -$84 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,970,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,733,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,710,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,212,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,028,892 | CurrentTaxYearAmt |
| Total | $384,656,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97636 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98061 | PublicSupportPY509Pct |
| Investment Income CY | 0.02 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,411 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,411 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | The organization pays dues to Leading Age and Leading Age NC. Approximately $1,411 were used for lobbying purposes. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 4 | TotalEasementsCnt |
| Total Acreage | 1.94 | TotalAcreageCnt |
| Historic Strctr Easements Aftr | 4 | HistoricStrctrEasementsAftrCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (true) | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | Yes (true) | Section170hRqrStsfdInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,666,004 | OtherCostOrOtherBasisAmt |
| Book Value | $10,666,004 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $295,341,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,925,036 | DepreciationAmt |
| Book Value | $210,416,287 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,060,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,461,054 | DepreciationAmt |
| Book Value | $7,599,384 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,249,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,969,115 | DepreciationAmt |
| Book Value | $13,280,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $241,961,721 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Advance Admission Deposits | $2,183,184 |
| Bond Interest Payable | $75,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,258,360 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $104,049,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $917,366 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $917,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,131,681 | RevenueSubtotalAmt |
| Other Revenues Not Included | $311,539 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $311,539 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,443,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $82,297,874 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $82,297,874 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $311,539 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $311,539 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,609,413 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | The Company is exempt from federal income taxes under Section 501 (c) (3) of the Internal Revenue code; accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for federal and state income taxes. The Company has determined that it does not have any material unrecognized tax benefits or obligations as of December 31, 2024. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Four Seasons Foundation | |||||||
| 211 N Main St | Hendersonville | NC | 28792 | 475508988 | 501(c)(3) | $10,000 | Tree of Lights Event Platinum Sponsorship |
| Asheville Symphony | |||||||
| 27 College Pl Ste 100 | Asheville | NC | 28801 | 566060772 | 501(c)(3) | $15,000 | Symphony in the Park Event Title Sponsorship |
| Haywood Street Community Development | |||||||
| PO Box 2982 | Asheville | NC | 28802 | 852431526 | 501(c)(3) | $10,000 | General support for community development for vulnerable populations including seniors |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Resident Assistance | GrantTypeTxt |
| Recipient | 30 | RecipientCnt |
| Cash Grant | $311,539 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | GRANTS TO INDIVIDUALS: SOCIAL WORKERS IDENTIFY RESIDENTS WITH FINANCIAL OR OTHER NEEDS AND REQUEST ASSISTANCE. THESE REQUESTS ARE REVIEWED BY MANAGERS TO ENSURE THAT THE INDIVIDUALS SELECTED MEET THE REQUIREMENTS APPROVED BY GIVENS ESTATES AND LIFEMINISTRIES FOR ASSISTANCE. GRANTS TO ORGANIZATIONS: MANAGEMENTS REVIEWS THESE GRANTS TO DETERMINE THAT THEY ARE CONSISTENT WITH GIVENS ESTATES' MISSION BEFORE THE GRANTS ARE APPROVED AND AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Allen Squires | ||||||||||||||
| CFO | $341,523 | $0 | $43,432 | $0 | $21,203 | $0 | $17,903 | $0 | $15,300 | $0 | $439,361 | $0 | $0 | $0 |
| Kevin Schwab | ||||||||||||||
| CEO | $450,810 | $0 | $48,537 | $0 | $828 | $0 | $63,708 | $0 | $23,352 | $0 | $587,235 | $0 | $0 | $0 |
| Scott Farkas | ||||||||||||||
| COO | $235,853 | $0 | $4,396 | $0 | $324 | $0 | $27,500 | $0 | $23,352 | $0 | $291,425 | $0 | $0 | $0 |
| Kirsten Cone | ||||||||||||||
| Executive Director - GE | $165,082 | $0 | $840 | $0 | $405 | $0 | $0 | $0 | $20,124 | $0 | $186,451 | $0 | $0 | $0 |
| Ken Kramer | ||||||||||||||
| Executive Director - Givens Highland Farms | $202,072 | $0 | $16,070 | $0 | $828 | $0 | $32,778 | $0 | $23,352 | $0 | $275,100 | $0 | $0 | $0 |
| Brian Guengerich | ||||||||||||||
| VP Development | $145,476 | $0 | $14,940 | $0 | $360 | $0 | $6,923 | $0 | $23,352 | $0 | $191,051 | $0 | $0 | $0 |
| Christian Grunder | ||||||||||||||
| VP HR | $164,740 | $0 | $3,790 | $0 | $324 | $0 | $10,787 | $0 | $23,352 | $0 | $202,993 | $0 | $0 | $0 |
| David Kerestes | ||||||||||||||
| Controller | $161,313 | $0 | $1,015 | $0 | $540 | $0 | $10,451 | $0 | $23,352 | $0 | $196,671 | $0 | $0 | $0 |
| Neal Lail | ||||||||||||||
| VP Marketing | $185,595 | $0 | $17,590 | $0 | $1,548 | $0 | $0 | $0 | $7,080 | $0 | $211,813 | $0 | $0 | $0 |
| Ricky Foor | ||||||||||||||
| VP IT | $156,735 | $0 | $3,090 | $0 | $540 | $0 | $5,168 | $0 | $25,042 | $0 | $190,575 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Officers receive a bonus to pay for taxes associated with the 162 life insurance plan. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The Minister receives a housing allowance. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The individuals below received the following amounts in 457(f) plans. -Kevin Schwab: $45,900 -Allen Squires: $2,530 -Scott Farkas: $12,500 -Ken Kramer: $20,000 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| PUBLIC FINANCE AUTHORITY | ||||||||
| A | 273866124 | 2017-04-05 | $52,980,000 | REFUNDING BONDS - SERIES 2017 | false | false | false | |
| Public Finance Authority | ||||||||
| B | 273866124 | 2021-10-06 | $54,216,248 | Retirement Facilities Revenue Bonds - Series 2021 | false | false | false | 74444vbb5 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $15,010,000 | $52,721,348 | $258,652 | $52,721,348 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | ||
| B | $54,261,424 | $804,487 | false | false | false | false | $53,411,761 | 2024 |
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 | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | false |
| B | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | Yes (true) |
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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | 0 | false | false | false | 0 | false | false | false |
| B | false | false | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: PUBLIC FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/31/2022 |
| Schedule K, Part V Different Procedures to Undertake Corrective Action | Issuer name: Public Finance Authority Difference Between schedule K part I proceeds of issuance and schedule k part II line 3 is due to interest earned. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, VICE CHAIRPERSON, SECRETARY AND TREASURER OF THE CORPORATION AND THE CHAIRPERSON OF SUCH STANDING COMMITTEES OF THE BOARD AS THE BOARD MAY FROM TIME TO TIME DESIGNATE AS BEING ADDITIONAL MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT AS TO SUCH POWERS AS THE BOARD MAY EXPRESSLY RESERVE TO ITSELF BY FORMAL RESOLUTION, THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION IN ACCORDANCE WITH AND AS LIMITED BY THE POLICIES AND BUDGETS ESTABLISHED BY THE ENTIRE BOARD. THE EXECUTIVE COMMITTEE'S ACTIONS SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Joe McGuire, Doris Loomis and Murphy Fletcher - Business relationship |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS, WHICH SHALL CONSIST OF A MINIMUM OF TWENTY FOUR PERSONS IN NUMBER FROM TIME TO TIME AND WHO SHALL BE APPROVED BY THE WESTERN NORTH CAROLINA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. THE RETURN WAS DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING AND REVIEWED AT A SUBSEQUENT MEETING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. WHEN AN INDIVIDUAL BECOMES AWARE OF A NEW CONFLICT, HE OR SHE MUST FILL OUT ANOTHER CONFLICT OF INTEREST FORM. IF A BOARD MEMBER DOES HAVE A CONFLICT, HE OR SHE SHOULD ACKNOWLEDGE THE CONFLICT AND EXCUSE THEMSELVES FROM DISCUSSING OR VOTING ON AN ISSUE WHERE THERE IS A CONFLICT. IF ANYONE BECOMES AWARE OF A BOARD MEMBER NOT ACKNOWLEDGING A CONFLICT, WE MAKE THE BOARD CHAIRPERSON AWARE OF THE ISSUE AND ACT ACCORDINGLY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE GIVENS ESTATES HAS DEVELOPED AN EXECUTIVE COMPENSATION POLICY THAT PROVIDES A BROAD-BASED FOUNDATION FOR A FAIR, REASONABLE, AND COMPETITIVE COMPENSATION PACKAGE FOR THE EXECUTIVE LEADERSHIP. THE COMPENSATION PACKAGES ARE DETERMINED ANNUALLY COMMENSURATE WITH THEIR PERFORMANCE EVALUATIONS. THE EXECUTIVE COMMITTEE REVIEWS JOB PERFORMANCE AND COMPARATIVE COMPENSATION MARKET DATA TO MAKE RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. OUTSIDE INDEPENDENT CONSULTANTS ARE ENGAGED TO ENSURE REASONABLENESS OF THE COMPENSATION PACKAGES. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE GIVENS ESTATES HAS DEVELOPED AN EXECUTIVE COMPENSATION POLICY THAT PROVIDES A BROAD-BASED FOUNDATION FOR A FAIR, REASONABLE, AND COMPETITIVE COMPENSATION PACKAGE FOR THE EXECUTIVE LEADERSHIP. THE COMPENSATION PACKAGES ARE DETERMINED ANNUALLY COMMENSURATE WITH THEIR PERFORMANCE EVALUATIONS. THE EXECUTIVE COMMITTEE REVIEWS JOB PERFORMANCE AND COMPARATIVE COMPENSATION MARKET DATA TO MAKE RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. OUTSIDE INDEPENDENT CONSULTANTS ARE ENGAGED TO ENSURE REASONABLENESS OF THE COMPENSATION PACKAGES. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FINANCIAL STATEMENTS ARE POSTED ON EMMA WEBSITE AND GUIDESTAR WEBSITE AS WELL. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Life Ministries Revenue - Total Revenue: 299105, Related or Exempt Function Revenue: 299105, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | The process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LIFEMINISTRIES OUTREACH LLC | |||||||||
| 2360 SWEETEN CREEK RD | Asheville | NC | 28803 | 202098413 | EDUCATING LOW-INCOME SENIORS TO ACCESS NEEDED HEALTH AND AGING SERVICES | NC | $299,000 | $722,993 | Givens Estates Inc |
| GIVENS HIGHLAND FARMS LLC | |||||||||
| 2360 Sweeten Creek | Asheville | NC | 28806 | 460962122 | Senior Living and Care | NC | $31,727,211 | $131,229,453 | Givens Estates Inc |
| Givens Gerber Park II LLC | |||||||||
| 2360 Sweeten Creek | Asheville | NC | 28803 | 364851537 | Senior Living and Care | NC | $2,784,502 | $12,872,905 | Givens Estates Inc |
| Givens Choice | |||||||||
| 2360 Sweeten Creek Road | Asheville | NC | 28803 | home care | NC | $1,180,515 | $5,589,346 | Givens Estates Inc | |
| GERBER PARK OF ASHEVILLE LLC | |||||||||
| 2360 SWEETEN CREEK ROAD | ASHEVILLE | NC | 28803 | 471832794 | Real Estate - Rental | NC | $2 | -$279 | Givens Estates Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVENS AFFORDABLE COMMUNITIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 Sweeten Creek | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364784099 | EIN |
| Primary Activities | To Assist in Certain Activities for Givens Estates | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Givens Estates Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gerber Park of Asheville III | ||||||||||||
| 2360 Sweeten Creek Road | Asheville | NC | 28803 | 510199312 | Real Estate - Rental | NC | Excluded | false | Yes (true) | 0.49 | ||
| THE SENIOR RESIDENCS AT LAKE JUNALUSKA LP | ||||||||||||
| 2360 SWEETEN CREEK ROAD | Asheville | NC | 28803 | Senior Living and Care | NC | Excluded | false | Yes (true) | 0.9999 | -$243,271 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Givens Affordable Housing | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $947,721 | InvolvedAmt |
| Method Of Amount Determination | Cost | MethodOfAmountDeterminationTxt |