WESLEY COMMONS: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMONS (EIN 57-0524661)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-15
- IRS object ID
- 201802279349301360
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T09:52:01-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliott Davis LLCPLLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One 10th Street Suite 400 | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570524661 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wesley Commons | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 8642277250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 Marshall Road | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BUCKSHORN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8642277250 | PhoneNum |
| Signature | 2018-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jessica C Cain | PreparerPersonNm |
| PTIN | P01276209 | PTIN |
| Phone | 7067229090 | PhoneNum |
| Preparation | 2018-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID BUCKSHORN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 Marshall Road | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,535,252 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESLEYCOMMONS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 443 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $456,329 | PYContributionsGrantsAmt |
| CY Contributions Grants | $358,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,272,758 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,825,609 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,036 | PYInvestmentIncomeAmt |
| CY Investment Income | -$198,760 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,793,123 | PYTotalRevenueAmt |
| CY Total Revenue | $17,985,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,487,327 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,572,771 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,197 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,742,651 | PYOtherExpensesAmt |
| CY Other Expenses | $10,651,774 | CYOtherExpensesAmt |
| PY Total Expenses | $19,229,978 | PYTotalExpensesAmt |
| CY Total Expenses | $19,224,545 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,436,855 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,239,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,413,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,499,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,187,335 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,303,267 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,225,849 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,196,215 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,871,923 | ExpenseAmt |
| Revenue | $7,368,474 | RevenueAmt |
| Desc | INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 140 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,195,679 | ExpenseAmt |
| Revenue | $7,494,792 | RevenueAmt |
| Desc | SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,354,068 | ExpenseAmt |
| Revenue | $2,724,572 | RevenueAmt |
| Desc | ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CAREFREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT-STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, AND POOL WITH MEN AND WOMEN'S LOCKER ROOMS.Jasmine Cottage is a 14-be secured dementia unit. We specialize in the care of individuals with cognitive related illnesses. We provide higher staffing ratios in order to meet individual resident needs. We offer assistance with activities of daily living such as bathing, dressing, and cues to promote self-esteem and overall feeling of accomplishment for the resident. The area is very friendly, inviting, and homelike. Meals are delivered and served "family style." We provide stimulating activities to keep the resident involved and active. Staff specialize in behavioral disturbances such as sundowning, time traveling, or agitation issues. The area is designed to make the resident feel secure and comfortable in their surroundings. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $171,964 | ExpenseAmt |
| Revenue | $237,771 | RevenueAmt |
| Desc | Home Health Services | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $171,964 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $237,771 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,593,634 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 443 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN CRIBBS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642277290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 MARSHALL ROAD | AddressLine1Txt |
| City | greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID BUCKSHORN | |||||||
| president/ceo | 55.00 | Yes (X) | Yes (X) | $372,640 | $0 | $0 | |
| MR LB ADAMS JR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Dr Wallace L Fridy | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MRS ANNE B DRAKE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MR EMIL FINLEY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Mr Robert Graves | |||||||
| trUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MR FRED MURPHY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MS JOY B STEVERSON | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MRS TERESA WARNER | |||||||
| secretary | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Rev Michael Guffee | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV DR MARVIN CALDWELL | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV EUGENE L CURRY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV JAMES F PATTERSON | |||||||
| trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV GAYLE SUMMEY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV HARLAN E WILSON JR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV MATTHEW YON | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR L JULIA BALL | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MR J ROBERT MAUNEY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REV ROBERT E STILLWELL | |||||||
| chairman | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| rev sandra king | |||||||
| vice chairman | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| Laurie Smith | |||||||
| trustee | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CRIBBS | |||||||
| CFO | 50.00 | Yes (X) | $226,006 | $0 | $0 | ||
| Robert G Reagin | |||||||
| vp of business development | 40.00 | $128,120 | $0 | $0 | Yes (X) | ||
| KIMBERLY Holmes Moody | |||||||
| VP of Operations | 50.00 | $155,011 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $881,777 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| triangle construction co inc | |||||
| 2624 laurens rd | greenville | SC | 29607 | construction | $10,878,624 |
| uldrick builders | |||||
| 2104 sc-72 | gREENWOOD | SC | 29649 | Building contractor | $783,856 |
| rehabcare group inc | |||||
| 1415 parkway | greeNWOOD | SC | 29646 | therapy provider | $782,101 |
| JOEL'S FLOOR COVERINGS | |||||
| 902 MONTAGUE AVENUE | GREENWOOD | SC | 29649 | flooring contractor | $144,113 |
| Nexsen Pruet | |||||
| 55 E camperdown way | greenville | SC | 29601 | legal services | $129,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $358,308 | AllOtherContributionsAmt |
| Total Contributions | $358,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTHCARE SERVICES | 623000 | $9,581,074 | $9,581,074 |
| MONTHLY SERVICE FEES | 623990 | $6,610,145 | $6,610,145 |
| EARNED ENTRANCE FEES | 623990 | $1,223,706 | $1,223,706 |
| OTHER REVENUE | 623990 | $330,537 | $330,537 |
| FOOD SERVICE INCOME | 623990 | $80,147 | $80,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,825,609 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,066 | TotalRevenueColumnAmt |
| Exclusion | $303,066 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,269 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $550,095 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,269 | SecuritiesAmt |
| Other | -$550,095 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$501,826 | TotalRevenueColumnAmt |
| Exclusion | -$501,826 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,985,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,825,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$198,760 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,647 | TotalAmt |
| Program Services | $167,297 | ProgramServicesAmt |
| Management And General | $586,350 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,052,100 | TotalAmt |
| Program Services | $5,786,477 | ProgramServicesAmt |
| Management And General | $1,196,961 | ManagementAndGeneralAmt |
| Fundraising | $68,662 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,050 | TotalAmt |
| Program Services | $131,240 | ProgramServicesAmt |
| Management And General | $32,810 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,073 | TotalAmt |
| Program Services | $18,121 | ProgramServicesAmt |
| Management And General | $53,082 | ManagementAndGeneralAmt |
| Fundraising | $4,870 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,901 | TotalAmt |
| Program Services | $419,452 | ProgramServicesAmt |
| Management And General | $107,449 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,832 | TotalAmt |
| Program Services | $16,356 | ProgramServicesAmt |
| Management And General | $124,476 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,655 | TotalAmt |
| Program Services | $10,344 | ProgramServicesAmt |
| Management And General | $194,661 | ManagementAndGeneralAmt |
| Fundraising | $3,650 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,051 | TotalAmt |
| Program Services | $22,204 | ProgramServicesAmt |
| Management And General | $119,999 | ManagementAndGeneralAmt |
| Fundraising | $2,848 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,811 | TotalAmt |
| Management And General | $101,811 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,942 | TotalAmt |
| Program Services | $696,228 | ProgramServicesAmt |
| Management And General | $115,714 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,268 | TotalAmt |
| Program Services | $11,043 | ProgramServicesAmt |
| Management And General | $45,703 | ManagementAndGeneralAmt |
| Fundraising | $522 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,337 | TotalAmt |
| Program Services | $14,019 | ProgramServicesAmt |
| Management And General | $57,504 | ManagementAndGeneralAmt |
| Fundraising | $814 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,610 | TotalAmt |
| Program Services | $1,344,521 | ProgramServicesAmt |
| Management And General | $64,089 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,598,123 | TotalAmt |
| Program Services | $2,598,123 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,173 | TotalAmt |
| Program Services | $745,137 | ProgramServicesAmt |
| Management And General | $574,036 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $1,240,620 | $1,179,458 | $61,162 | |
| FOOD | $856,124 | $856,124 | ||
| UTILITIES | $755,747 | $742,311 | $13,436 | |
| OTHER | $567,999 | $509,900 | $51,688 | $6,411 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,482 | TotalAmt |
| Program Services | $325,279 | ProgramServicesAmt |
| Management And General | $41,783 | ManagementAndGeneralAmt |
| Fundraising | $420 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,224,545 | TotalAmt |
| Program Services | $15,593,634 | ProgramServicesAmt |
| Management And General | $3,542,714 | ManagementAndGeneralAmt |
| Fundraising | $88,197 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575 | BOYAmt |
| EOY | $575 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,021,063 | BOYAmt |
| EOY | $2,646,311 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $704,136 | BOYAmt |
| EOY | $886,671 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,780 | BOYAmt |
| EOY | $68,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,142 | BOYAmt |
| EOY | $427,105 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,738,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,187,293 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,357,796 | BOYAmt |
| EOY | $35,551,145 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,632,950 | BOYAmt |
| EOY | $8,956,139 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,583,742 | BOYAmt |
| EOY | $18,963,245 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,413,184 | BOYAmt |
| EOY | $67,499,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,950,370 | BOYAmt |
| EOY | $2,903,791 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,812,093 | BOYAmt |
| EOY | $18,947,102 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,341,943 | BOYAmt |
| EOY | $43,332,466 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,929 | BOYAmt |
| EOY | $1,119,908 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,187,335 | BOYAmt |
| EOY | $66,303,267 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,235,222 | BOYAmt |
| EOY | $331,644 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,593 | BOYAmt |
| EOY | $192,537 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $672,034 | BOYAmt |
| EOY | $672,034 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225,849 | BOYAmt |
| EOY | $1,196,215 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,413,184 | BOYAmt |
| EOY | $67,499,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,239,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $209,754 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $814,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,308 | CurrentTaxYearAmt |
| Total | $2,324,241 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,718,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,924,984 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,560,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,272,758 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,825,609 | CurrentTaxYearAmt |
| Total | $85,302,293 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,096,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,242,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,374,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,729,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,183,917 | CurrentTaxYearAmt |
| Total | $87,626,534 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $87,626,534 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,066 | CurrentTaxYearAmt |
| Total | $1,562,968 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,066 | CurrentTaxYearAmt |
| Total | $1,562,968 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,452,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,627,453 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,776,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,846,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,486,983 | CurrentTaxYearAmt |
| Total | $89,189,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98070 | PublicSupportPY509Pct |
| Investment Income CY | 0.01750 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,290,332 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $392,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $139,716 | OtherExpendituresAmt |
| End Year Balance | $4,543,443 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,113,023 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $294,823 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,514 | OtherExpendituresAmt |
| End Year Balance | $4,290,332 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,561,666 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$58,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $390,006 | OtherExpendituresAmt |
| End Year Balance | $4,113,023 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,249,435 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $348,802 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,571 | OtherExpendituresAmt |
| End Year Balance | $4,561,666 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,936,353 | BeginningYearBalanceAmt |
| Contributions | $74,012 | ContributionsAmt |
| Investment Earnings Or Losses | $324,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,909 | OtherExpendituresAmt |
| End Year Balance | $4,249,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81360 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18640 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $749,002 | OtherCostOrOtherBasisAmt |
| Book Value | $749,002 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,669,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,905,660 | DepreciationAmt |
| Book Value | $30,763,411 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,955,211 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,477,616 | DepreciationAmt |
| Book Value | $2,477,595 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,365,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,804,017 | DepreciationAmt |
| Book Value | $1,561,137 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,551,145 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEVELOPMENT IN PROGRESS | $14,394,239 |
| INTEREST IN ASSETS HELD BY OTHERS | $931,269 |
| ASSETS WHOSE USE IS LIMITED(BOND RESTRICTED) | $3,583,316 |
| contribution receivable | $54,421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,963,245 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST | $677,750 |
| ADVANCE PAYMENT FROM RESIDENTS | $26,219 |
| DEPOSITS | $415,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,119,908 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | When tax returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the position taken or the amount of the position that would be ultimately sustained. Management is not aware of any material uncertain tax positions and no liability has been recognized at September 30, 2017 or 2016. If applicable, interest and penalties associated with unrecognized tax benefits are classified as additional income taxes in the statement of activity. Wesley Commons is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for the years prior to September 30, 2014. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BUCKSHORN | ||||||||||||||
| president/ceo | $323,044 | $0 | $49,596 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $372,640 | $0 | $0 | $0 |
| SUSAN CRIBBS | ||||||||||||||
| CFO | $209,710 | $0 | $16,296 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $226,006 | $0 | $0 | $0 |
| Robert G Reagin | ||||||||||||||
| vp of business development | $118,430 | $0 | $9,690 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $128,120 | $0 | $0 | $0 |
| KIMBERLY Holmes Moody | ||||||||||||||
| VP of Operations | $142,435 | $0 | $12,576 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $155,011 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| A | 570960018 | 837033KQ1 | 2016-10-01 | $7,125,000 | REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| B | 570960018 | 837033KR9 | 2016-10-01 | $11,645,000 | REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| C | 570960018 | 837033Ks7 | 2016-10-01 | $8,340,000 | REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2006 BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 |
| B | Yes (1) | 0 | 0 | 0 |
| C | Yes (1) | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | As soon as the return is completed, the CFO and CEO will review the return. After their review assuming that there are no changes, a copy of the return will be mailed/e-mailed to each board of trustee member with a request that they review the return. The communication will instruct them that they are to respond only if they have a problem with the return and that if we do not hear from them that this will be considered that they have reviewed and affirm the return. |
| Form 990, Part VI, Section B, line 12c | CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. |
| Form 990, Part VI, Section B, line 15 | Wesley Commons Board of Trustees engages an industry knowledgeable third party agency to conduct investigations and make recommendations as to the compensation on certain Key positions of Wesley Commons. The recommendations are then reviewed and used by the Wesley Commons Board in the determination for all compensation and related matters. This process is intended to assure Wesley Commons provides its talent competitive compensation as determined by the industry. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWOOD HERITAGE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1247 | AddressLine1Txt |
| City | GREENWOOD | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571028929 | EIN |
| Primary Activities | INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GREENWOOD HERITAGE FOUNDATION INC | ||
| C | $83,012 | MEMORANDUM OF UNDERSTANDING |
| GREENWOOD HERITAGE FOUNDATION INC | ||
| O | $62,571 | WAGES PAID |