GIVENS ESTATES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GIVENS ESTATES INC (EIN 51-0199312)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-06
- IRS object ID
- 201802189349300500
- Schema version
- 2017v2.3
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-06T05:41:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN 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 | 2017-01-01 | 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 | KENNETH PARTIN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8287712214 | PhoneNum |
| Signature | 2018-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH PARTIN | PrincipalOfficerNm |
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 | $52,564,521 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | GIVENS PROVIDES PROGRAMS, SERVICES, AND COMMUNITIES FOR SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 815 | TotalEmployeeCnt |
| Total Volunteers | 727 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,445,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,276,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,559,597 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,438,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $420,611 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,376,150 | CYInvestmentIncomeAmt |
| PY Other Revenue | $135,255 | PYOtherRevenueAmt |
| CY Other Revenue | $473,855 | CYOtherRevenueAmt |
| PY Total Revenue | $51,560,710 | PYTotalRevenueAmt |
| CY Total Revenue | $52,564,521 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,219,439 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $610,082 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,090,974 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,765,935 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,299,213 | PYOtherExpensesAmt |
| CY Other Expenses | $22,147,485 | CYOtherExpensesAmt |
| PY Total Expenses | $47,609,626 | PYTotalExpensesAmt |
| CY Total Expenses | $46,523,502 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,951,084 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,041,019 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $202,302,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,002,038 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $181,771,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $185,679,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,531,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,322,553 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GIVENS PROVIDES PROGRAMS, SERVICES, AND COMMUNITIES FOR SENIORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,946,786 | ExpenseAmt |
| Grant | $610,082 | GrantAmt |
| Revenue | $49,190,909 | RevenueAmt |
| Desc | SEE SCHEDULE O FOR DESCRIPTION OF ORGANIZATION'S ACTIVITIES.THE COMPANY MAINTAINS RECORDS TO IDENTIFY AND MONITOR BENEVOLENT ASSISTANCE PROVIDED. RECORDS INCLUDE COSTS TO ASSIST RESIDENTS OF GIVENS ESTATES INC. AND SUBSIDIARIES WITH ENTRANCE AND MONTHLY FEES, MEDICAL EXPENSES, MEALS, TRANSPORTATION, HOUSEKEEPING, CLOTHING, HOME CARE, HEALTH CARE, AND PROGRAMS AND ACTIVITIES. BENEVOLENT ASSISTANCE COSTS WERE $191,939 ($186,939 FOR THE GIVENS ESTATES CAMPUS AND $5,000 FOR THE GIVENS HIGHLAND FARMS CAMPUS) AND $848,844 FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, RESPECTIVELY. DIRECT CHARITABLE COST IS DISCOUNTED BY THE OPERATING MARGIN PERCENTAGE (OPERATING REVENUES LESS REALIZED GAINS/LOSSES ON INVESTMENTS DIVIDED BY OPERATING EXPENSES).THE COMPANY ALSO PROVIDES LEADERSHIP AND SUPPORT WITH SEVERAL COMMUNITY OUTREACH PROJECTS: GIVENS GREAT LAURELS OF JUNALUSKA, MEMORYCARE, WNC UMAR, AND MOUNTAIN AREA HEALTH EDUCATION CENTER (MAHEC). GIVENS LIFEMINISTRIES IS A VOLUNTEER AND CHURCH-BASED OUTREACH MINISTRY WHICH ENDEAVORS TO HELP CHURCHES REACH OUT INTO THE COMMUNITY TO ASSIST THOSE IN NEED. THE PROGRAM EDUCATES LOW-INCOME SENIORS HOW TO ACCESS NEEDED MEDICATIONS, FOOD, TRANSPORTATION, HOUSING, CLOTHING, AND AGENCIES THAT PROVIDE HEALTH AND AGING SERVICES. GIVENS LIFEMINISTRIES IS CURRENTLY WORKING WITH THE VANDERBILT APARTMENTS, BATTERY PARK APARTMENTS, COUNCIL ON AGING, MILLS RIVER LIFE ENRICHMENT CENTER, MY MEDS (MEDICATION ASSISTANCE MINISTRY IN THE TOE RIVER VALLEY COMMUNITIES), FRANCIS ASBURY WELCOME TABLE, HOMINY VALLEY WELCOME TABLE, HAYWOOD STREET CONGREGATION WELCOME TABLE, LEICESTER COMMUNITY CENTER WELCOME TABLE, GROCE UMC WELCOME TABLE, HOPE UMC WELCOME TABLE, SALUDA WELCOME TABLE, SELICA UMC WELCOME TABLE, SKYLAND WELCOME TABLE, AND BABY EQUIPMENT RESOURCES MINISTRIES.THE COMPANY HAS A SUPPORTIVE RELATIONSHIP WITH MEMORYCARE, A 501(C)(3) CORPORATION. BY PROVIDING CLINIC AND OFFICE SPACE ON THE GIVENS ESTATES CAMPUS, THE COMPANY HAS BEEN ABLE TO HELP RETAIN AND STRENGTHEN A VITAL MEMORY DISORDERS HEALTH CARE PROGRAM IN WESTERN NORTH CAROLINA. THE PROGRAM INCLUDES A FAMILY CARE RESOURCE CENTER WHICH HELPS FAMILY MEMBERS COPE WITH THE DAILY IMPACT OF MEMORY DISEASES.THE SERVICES AND FUNDS PROVIDED TO THESE OUTREACH PROGRAMS FROM THE COMPANY WERE $3,790,979 ($3,724,879 FOR THE GIVENS ESTATES CAMPUS AND $66,100 FOR THE GIVENS HIGHLAND FARMS CAMPUS) AND $3,019,372 FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, RESPECTIVELY. | Desc |
| Total Program Service Expenses | $38,946,786 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 815 | 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 |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| 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 | 8287712214 | 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 (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DORIS P LOOMIS ESQ | |||||||||
| DIRECTOR & CHAIRPERSON | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONNA A BROADWELL | |||||||||
| DIRECTOR & VICE CHAIRPERSO | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH P MCGUIRE | |||||||||
| DIRECTOR & SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| G EDWARD TOWSON II | |||||||||
| DIRECTOR & ASST. SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HORACE S JENNINGS | |||||||||
| DIRECTOR & TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KENNETH W SWAYZE JR | |||||||||
| DIRECTOR & ASSISTANT TREAS | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREGORY D HUTCHINS | |||||||||
| DIRECTOR & IMMEDIATE PAST | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN R DURITY | |||||||||
| DIRECTOR & ASST. SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND ROBERT M BLACKBURN JR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN M ATKINSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM B CAGLE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE P COLEMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL B COOK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELISABETH M CRISSMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M HUGHES | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE H SHELOR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE H FULLER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND RANDOLPH H HARRY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND W MICHAEL HOLDER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C ROGER HIBBARD | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD C LEATHERWOOD | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND HORACE H HUNT | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL L LEELAND | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOROTHY J JOHNSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLIFTON B METCALF | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS A LESHER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND W MARK RALLS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP J LAWRENCE MCCLESKEY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J EDGAR MCFARLAND | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE E SCHWEIN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPHINE C PYATT | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LUCIAN C RICE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E SHEPHERD | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAL F STARNES | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARMIN L WESSEL | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND R KEITH TURMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER M WESTMORELAND | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DELLA J WATSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED J WHITESIDES JR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID C WHILDEN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN H ALDRIDGE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH M PARTIN | |||||||||
| CEO | 40.00 | 5.00 | Yes (X) | $356,770 | $0 | $35,410 | |||
| ALLEN D SQUIRES | |||||||||
| CFO | 40.00 | Yes (X) | $248,651 | $0 | $34,666 | ||||
| JOHN C COWAN JR | |||||||||
| EXECUTIVE DIRECTOR - GIVEN | 40.00 | $229,576 | $0 | $33,522 | Yes (X) | ||||
| ROBIN SUDDRETH | |||||||||
| DIRECTOR OF HEALTH SERVICE | 40.00 | $124,580 | $0 | $13,424 | Yes (X) | ||||
| KENNETH KRAMER | |||||||||
| EXECUTIVE DIRECTOR - HIGHL | 40.00 | $128,373 | $0 | $26,518 | Yes (X) | ||||
| EDGAR HILLMAN III | |||||||||
| MINISTRIES DIRECTOR | 40.00 | $115,532 | $0 | $16,099 | Yes (X) | ||||
| AMY STATON | |||||||||
| HUMAN RESOURCES DIRECTOR | 40.00 | $114,030 | $0 | $26,181 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,317,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| WEAVER COOKE CONSTRUCTION LLC | |||||
| 8401 KEY BOULEVARD | GREENSBORO | NC | 27409 | CONSTRUCTION | $9,317,978 |
| FRANK L BLUM CONSTRUCTION CO | |||||
| PO BOX 4153 | WINSTON SALEM | NC | 27115 | CONSTRUCTION | $8,060,714 |
| LANDMARK BUILDERS OF THE TRIAD | |||||
| 3520 TRIAD COURT | WINSTON SALEM | NC | 27107 | CONSTRUCTION | $4,838,499 |
| US FOODSERVICE INC | |||||
| PO BOX 602292 | CHARLOTTE | NC | 28134 | FOOD SERVICE | $2,202,756 |
| HERITAGE HEALTHCARE INC | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29615 | CONTRACTED THERAPY | $1,238,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 58 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $44,554 | GovernmentGrantsAmt |
| All Other Contributions | $1,231,834 | AllOtherContributionsAmt |
| Noncash Contributions | $100,195 | NoncashContributionsAmt |
| Total Contributions | $1,276,388 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL REVENUE | 623000 | $26,155,726 | $26,155,726 |
| LONG-TERM CARE REVENUE | 623000 | $12,940,084 | $12,940,084 |
| ASSISTED LIVING REVENUE | 623000 | $5,420,048 | $5,420,048 |
| FOOD SERVICE REVENUE | 623000 | $2,573,870 | $2,573,870 |
| OTHER RESIDENT REVENUE | 623000 | $1,283,791 | $1,283,791 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,609 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,609 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,438,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $964,505 | TotalRevenueColumnAmt |
| Exclusion | $964,505 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,085 | 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 | $37,085 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,085 | TotalRevenueColumnAmt |
| Exclusion | $37,085 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411,645 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,411,645 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,411,645 | TotalRevenueColumnAmt |
| Exclusion | $1,411,645 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $436,770 | TotalRevenueColumnAmt |
| Exclusion | $436,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $436,770 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,564,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,438,128 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,850,005 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,028 | TotalAmt |
| Program Services | $134,028 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,054 | TotalAmt |
| Program Services | $476,054 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,593 | TotalAmt |
| Management And General | $938,593 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,135,582 | TotalAmt |
| Program Services | $13,733,719 | ProgramServicesAmt |
| Management And General | $3,401,863 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,562 | TotalAmt |
| Program Services | $447,981 | ProgramServicesAmt |
| Management And General | $141,581 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,766,996 | TotalAmt |
| Program Services | $2,862,364 | ProgramServicesAmt |
| Management And General | $904,632 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,202 | TotalAmt |
| Program Services | $1,014,557 | ProgramServicesAmt |
| Management And General | $320,645 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,023 | TotalAmt |
| Management And General | $32,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,569 | TotalAmt |
| Management And General | $113,569 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,982,691 | TotalAmt |
| Program Services | $1,823,362 | ProgramServicesAmt |
| Management And General | $159,329 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,103 | TotalAmt |
| Program Services | $149,101 | ProgramServicesAmt |
| Management And General | $801,002 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,251,146 | TotalAmt |
| Program Services | $2,919,034 | ProgramServicesAmt |
| Management And General | $332,112 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,374 | TotalAmt |
| Program Services | $156,060 | ProgramServicesAmt |
| Management And General | $25,314 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,338,372 | TotalAmt |
| Program Services | $2,338,372 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,236 | TotalAmt |
| Program Services | $146,102 | ProgramServicesAmt |
| Management And General | $7,134 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,103 | TotalAmt |
| Program Services | $2,169,103 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,412,660 | TotalAmt |
| Program Services | $7,412,660 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,653 | TotalAmt |
| Program Services | $202,852 | ProgramServicesAmt |
| Management And General | $294,801 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $1,382,282 | $1,382,282 | |
| FOOD EXPENSE | $1,174,115 | $1,174,115 | |
| MISCELLANEOUS | $209,491 | $165,983 | $43,508 |
| DIETARY EXPENSE | $114,528 | $63,992 | $50,536 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,139 | TotalAmt |
| Program Services | $175,065 | ProgramServicesAmt |
| Management And General | $10,074 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,523,502 | TotalAmt |
| Program Services | $38,946,786 | ProgramServicesAmt |
| Management And General | $7,576,716 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,033 | BOYAmt |
| EOY | $2,032 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,829,567 | BOYAmt |
| EOY | $15,263,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,509 | BOYAmt |
| EOY | $168,498 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,078,381 | BOYAmt |
| EOY | $3,497,566 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,592 | BOYAmt |
| EOY | $391,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $211,852,765 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,252,542 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,410,298 | BOYAmt |
| EOY | $145,600,223 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,664,969 | BOYAmt |
| EOY | $36,834,620 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,659,097 | BOYAmt |
| EOY | $2,002,938 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,639,707 | BOYAmt |
| EOY | $9,433,475 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,162,819 | BOYAmt |
| EOY | $807,945 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,302,972 | BOYAmt |
| EOY | $214,002,038 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,501,680 | BOYAmt |
| EOY | $7,685,164 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,200,981 | BOYAmt |
| EOY | $104,961,601 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,505,225 | BOYAmt |
| EOY | $51,240,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,443,308 | BOYAmt |
| EOY | $20,964,702 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,120,233 | BOYAmt |
| EOY | $828,018 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,771,427 | BOYAmt |
| EOY | $185,679,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,319,222 | BOYAmt |
| EOY | $20,489,853 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,212,323 | BOYAmt |
| EOY | $7,832,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,531,545 | BOYAmt |
| EOY | $28,322,553 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,302,972 | BOYAmt |
| EOY | $214,002,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,041,019 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,111,925 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,361,936 | 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 | $1,212,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,922,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $791,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,445,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,276,388 | CurrentTaxYearAmt |
| Total | $9,647,636 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,571,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,958,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,794,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,213,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,190,909 | CurrentTaxYearAmt |
| Total | $216,728,861 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,597,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $346,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,770 | CurrentTaxYearAmt |
| Total | $4,135,576 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,380,462 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,190,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,932,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,104,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,904,067 | CurrentTaxYearAmt |
| Total | $230,512,073 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,624 | CurrentTaxYearAmt |
| Total | $1,869,789 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $465,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $341,624 | CurrentTaxYearAmt |
| Total | $1,869,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $228,642,284 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,896,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $914,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $855,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,001,590 | CurrentTaxYearAmt |
| Total | $5,721,700 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,896,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,054,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $914,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $855,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,001,590 | CurrentTaxYearAmt |
| Total | $5,721,700 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,276,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,244,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,847,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,959,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,905,657 | CurrentTaxYearAmt |
| Total | $236,233,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96560 | PublicSupportPY509Pct |
| Investment Income CY | 0.02420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02720 | 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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,911 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,911 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DUES PAID TO LEADING AGE WERE $1,911. | 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 (1) | WrittenPolicyMonitoringInd |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,211,152 | OtherCostOrOtherBasisAmt |
| Book Value | $6,211,152 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,487,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,633,072 | DepreciationAmt |
| Book Value | $112,853,974 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,472,900 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,329,912 | DepreciationAmt |
| Book Value | $6,142,988 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,681,667 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,289,558 | DepreciationAmt |
| Book Value | $20,392,109 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,600,223 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCE ADMISSION DEPOSITS | $715,945 |
| BOND INTEREST PAYABLE | $112,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $828,018 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $54,139,432 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,111,925 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,885 | OtherRevenueAmt |
| Revenue Not Reported | $3,133,810 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,005,622 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,558,899 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,558,899 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,564,521 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,348,424 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,885 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,885 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,326,539 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $196,963 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $196,963 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,523,502 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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, 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST EXPENSE IN REVENUES 21,885. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS IN REVENUE 196,963. LOSS ON REFINANCING 1,361,936. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTEREST EXPENSE IN REVENUES 21,885. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS IN REVENUE 196,963. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | 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 | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| MOUNTAIN AREA HEALTH EDUCATION CENTER | ||||||||||
| 121 HENDERSONVILLE ROAD | ASHEVILLE | NC | 28803 | 561071426 | 501(C)(3) | $36,500 | GERIATRIC CONSULTATION SERVICE | |||
| UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY INC | ||||||||||
| 50 SOUTH FRENCH BROAD AVENUE | ASHEVILLE | NC | 28801 | 560576157 | 501(C)(3) | $26,548 | COMMUNITY IMPROVEMENT | |||
| CHILDREN FIRSTCOMMUNITIES IN SCHOOL | ||||||||||
| 50 SOUTH FRENCH BROAD AVENUE | ASHEVILLE | NC | 28801 | 591721943 | 501(C)(3) | $500 | COMMUNITY IMPROVEMENT | $70,480 | FMV | RENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| LIFEMINISTRIES | 100 | $275,706 | AMOUNT PAID TO THIRD PARTY VENDOR FOR ASSISTANCE | ASSISTANCE FOR CHOLESTEROL SCREENING, MEDICATION, AND MISCELLANEOUS FINANCIAL NEEDS. |
| GIVENS ESTATES - CHARITABLE ASSISTANCE | 25 | $197,262 | FINANCIAL ASSISTANCE TO RESIDENTS WITH DEMONSTRATED NEED. | |
| GIVENS ESTATES - STAFF ASSISTANCE | 6 | $3,086 | FINANCIAL ASSISTANCE BASED ON NEED |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | 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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | 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 | 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH M PARTIN | ||||||||||||||
| CEO | $288,920 | $0 | $43,654 | $0 | $24,196 | $0 | $16,200 | $0 | $19,210 | $0 | $392,180 | $0 | $0 | $0 |
| ALLEN D SQUIRES | ||||||||||||||
| CFO | $190,701 | $0 | $41,402 | $0 | $16,548 | $0 | $15,456 | $0 | $19,210 | $0 | $283,317 | $0 | $0 | $0 |
| JOHN C COWAN JR | ||||||||||||||
| EXECUTIVE DIRECTOR - GIVEN | $181,626 | $0 | $31,402 | $0 | $16,548 | $0 | $14,312 | $0 | $19,210 | $0 | $263,098 | $0 | $0 | $0 |
| KENNETH KRAMER | ||||||||||||||
| EXECUTIVE DIRECTOR - HIGHL | $112,851 | $0 | $15,162 | $0 | $360 | $0 | $7,308 | $0 | $19,210 | $0 | $154,891 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THREE CORPORATE OFFICERS OF THE ORGANIZATION RECEIVED TAX IDEMNIFICATION PAYMENTS FOR LIFE INSURANCE PREMIUMS PAID UNDER THEIR APPROVED COMPENSATION PACKAGES. THE MINISTER RECEIVES AN HOUSING ALLOWANCE. | 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 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| Bond Issued | 2017-04-05 | BondIssuedDt |
| Issue Price | $52,980,000 | IssuePriceAmt |
| Purpose | REFUNDING BONDS - SERIES 2017 | 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 |
| Total Proceeds | $52,721,348 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $258,652 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $52,721,348 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $55 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $26,302 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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, SECTION A, LINE 7A | 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 SELECTED BY THE WESTERN NORTH CAROLINA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWED THE FORM 990 FIRST AND ISSUED A RECOMMENDATION TO THE BOARD THAT THEY REVIEW THE 990 AND APPROVE FOR IT TO BE FILED. ALL BOARD MEMBERS RECEIVED A COPY OF THE 990 PRIOR TO THE NEXT BOARD MEETING AND MADE A MOTION THAT THEY HAVE REVIEWED THE 990 AND TOOK THE RECOMMENDATION OF THE AUDIT COMMITTEE TO FILE AS PRESENTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | 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, SECTION B, LINE 15 | THE GIVENS ESTATES, INC. HAS DEVELOPED AN EXECUTIVE COMPENSATION POLICY THAT PROVIDES A BOARD-BASED FOUNDATION FOR THE DEVELOPMENT OF A FAIR, REASONABLE, AND COMPETITIVE COMPENSATION PACKAGE FOR EXECUTIVE LEADERSHIP. THE COMPENSATION AND BENEFITS ARE DETERMINED ANNUALLY TO BE COMMENSURATE WITH THE PERFORMANCE EVALUATION BY BOARD CHAIR, VICE CHAIR AND SECRETARY THEN RECOMMENDED TO THE EXECUTIVE COMMITTEE, WHICH IN TURN WILL RECOMMEND THE EXECUTIVE COMPENSATION TO THE FULL BOARD FOR APPROVAL. THE PROCESS ALSO UTILIZES MARKET-RATE AND PERFORMANCE BASED COMPARATIVE DATA TO HELP DETERMINE A REASONABLE COMPENSATION PACKAGE. THE EXECUTIVE COMPENSATION AND BENEFITS ARE THEN DISCUSSED WITH THE ORGANIZATION'S AUDITORS TO ENSURE REASONABLENESS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 1023, FORM 990, AND FORM 990-T ARE MADE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FORM 990 CAN ALSO BE ACCESSED THROUGH GUIDESTAR.ORG, A NON-PROFIT WEBSITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 XI, LINE 9: | LOSS ON REFINANCING -1,361,936. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 | $64,609 | $180,461 | GIVENS ESTATES INC |
| GIVENS HIGHLAND FARMS LLC | |||||||||
| 2360 SWEETEN CREEK RD | ASHEVILLE | NC | 28803 | 460962122 | SENIOR LIVING AND CARE | NC | $15,514,642 | $45,799,758 | GIVENS ESTATES INC |
| GIVENS GERBER PARK II LLC | |||||||||
| 2360 SWEETEN CREEK RD | ASHEVILLE | NC | 28803 | 364851537 | SENIOR LIVING AND CARE | NC | $3,210,185 | $6,898,028 | 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 ROAD | 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 | LINE 7 | 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 (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |