CHAPEL HILL RESIDENTIAL RETIREMENT CENTER INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHAPEL HILL RESIDENTIAL RETIREMENT CENTER INC (EIN 23-7271041)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-05
- IRS object ID
- 201820959349300332
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-05T15:47:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237271041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAPEL HILL RESIDENTIAL RETIREMENT | BusinessNameLine1Txt |
| Business Name Line2 | CENTER INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 9199684511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEAVER DAIRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA E SPRIGG | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9199684511 | PhoneNum |
| Signature | 2018-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Preparation | 2018-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL WOODS RETIREMENT COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA E SPRIGG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEAVER DAIRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,219,001 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAROLWOODS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF A CCRC PROVIDING HOUSING, HEALTHCARE, AND OTHER SERVICES TO SENIORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 427 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $306,295 | PYContributionsGrantsAmt |
| CY Contributions Grants | $402,174 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,171,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,578,196 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,202,629 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,596,637 | CYInvestmentIncomeAmt |
| PY Other Revenue | $160,728 | PYOtherRevenueAmt |
| CY Other Revenue | $159,213 | CYOtherRevenueAmt |
| PY Total Revenue | $28,841,638 | PYTotalRevenueAmt |
| CY Total Revenue | $30,736,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $769,430 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $757,325 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,271,254 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,414,666 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,992,496 | PYOtherExpensesAmt |
| CY Other Expenses | $13,206,649 | CYOtherExpensesAmt |
| PY Total Expenses | $28,033,180 | PYTotalExpensesAmt |
| CY Total Expenses | $28,378,640 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $808,458 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,357,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,046,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,656,483 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,342,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,604,423 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,703,641 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,052,060 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CAROL WOODS SHALL BE A CHARITABLE, NOT-FOR-PROFIT CORPORATION MEETING THE NEEDS OF OLDER ADULTS FOR HOUSING, HEALTH, WELL-BEING, AND PROTECTION OF FINANCIAL SECURITY. THE MISSION OF CAROL WOODS SHALL BE TO PROVIDE A SAFE, HEALTHFUL, AND SECURE ENVIRONMENT FOR PERSONS THROUGHOUT THEIR LATER YEARS, AS WELL AS ENGAGE IN COOPERATIVE RESEARCH, DEVELOPMENT AND EDUCATION IN AREAS ENCOMPASSED BY THE MISSION. HIGH QUALITY RESIDENTIAL LIVING AND HEALTH SERVICES SHALL BE PROVIDED ACCORDING TO INDIVDUAL NEEDS. RESIDENTS' ON-GOING NEEDS TO MAINTAIN AND PROMOTE HEALTH AND WELL-BEING SHALL BE SUPPORTED THROUGH THE PROVISION OF APPROPRIATE RESOURCES. CAROL WOODS SHALL ENCOURAGE DIVERSITY, RESIDENTS' LEADERSHIP, PARTICIPATION IN AND SERVICE TO CAROL WOODS AND THE LARGER COMMUNITY. CAROL WOODS SHALL ALSO FOSTER A HIGH QUALITY WORK EXPERIENCE FOR STAFF AND FACILITATE STAFF DEVELOPMENT THAT EMBODIES THE VALUES OF THE ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,963,725 | ExpenseAmt |
| Grant | $757,325 | GrantAmt |
| Revenue | $26,578,196 | RevenueAmt |
| Desc | PROVIDED HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO SENIOR RESIDENTS THROUGH OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) CONTAINING 313 INDEPENDENT LIVING APARTMENTS / COTTAGES, 59 ASSISTED LIVING ACCOMMODATIONS, AND A 60-BED HEALTH CENTER. SERVED AN AVERAGE OF 490 SENIORS UNDER LIFE CARE ARRANGEMENTS, INCLUDING AN AVERAGE OF 76 LIVING PERMANENTLY IN ASSISTED LIVING AND THE HEALTH CENTER. OFFER A CCRC WITHOUT LODGING PROGRAM APPROVED BY THE NC DEPARTMENT OF INSURANCE. SERVED AN AVERAGE OF 96 IN THE PROGRAM OVER THE COURSE OF THE YEAR. CONTINUED PROACTIVE AND INTENTIONAL CHARITABLE CARE AND COMMUNITY BENEFIT PROGRAM, INCLUDING: 1) PROVIDED $349,707 IN FINANCIAL ASSISTANCE TO RESIDENTS IN NEED; 2) MADE CHARITABLE GIFTS TO ORANGE COUNTY ($175,000), TOWN OF CHAPEL HILL ($50,000), AND THE LOCAL PUBLIC SCHOOLS ($30,000) TO SUPPORT VITAL SERVICES TO SENIORS IN THE COMMUNITY; AND 3) MADE $180,960 IN CHARITABLE GIFTS TO OTHER LOCAL NON-PROFIT ORGANIZATIONS PURSUING MISSIONS SIMILAR TO CAROL WOODS. CONTINUED TO PROVIDE IN-KIND BENEFITS TO THE OUTSIDE COMMUNITY, INCLUDING: 1) MAKING AVAILABLE CAROL WOODS' CAMPUS AND STAFF FOR A VARIETY OF EDUCATIONAL AND COMMUNITY SUPPORT PURPOSES -- PROVIDING INTERNSHIPS AND OTHER OPPORTUNITIES FOR STUDENTS TO LEARN OF AGING SERVICES OPPORTUNITIES IN DISCIPLINES RANGING FROM MEDICAL AND NURSE PRACTITIONER, TO NURSING, SOCIAL WORK AND CERTIFIED NURSING ASSISTANTS; 2) DONATED BUILDING MATERIALS TO THE HABITAT RESTORE. | Desc |
| Total Program Service Expenses | $23,963,725 | 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 | 0 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 427 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH REEB CFO | PersonNm |
| Phone | 9199684511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEAVER DAIRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| NAPE BAKER | |||||||
| RESIDENT, VOTING BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS BARNES | |||||||
| TREASURER OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACK BENJAMIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB BRUCE | |||||||
| VICE CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DUNHAM | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JACK EVANS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HABER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA JAMERSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM KITCHEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY MCMANUS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA MITCHELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTIE MOORE-BOYETTE | |||||||
| SECRETARY OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RUTH OUIMETTE | |||||||
| RESIDENT, EX OFFICIO BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLENE RIFKIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DINA ROUSSET | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ROYSTER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SAUNDERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIAN STEPHENSON | |||||||
| RESIDENT, VOTING BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH STROMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM WILDE | |||||||
| RESIDENT, EX OFFICIO BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA E SPRIGG | |||||||
| PRESIDENT & CEO | 40.00 | $383,511 | $0 | $4,707 | Yes (X) | ||
| KENNETH G REEB JR | |||||||
| VP OF FINANCE / CFO | 40.00 | $186,724 | $0 | $25,786 | Yes (X) | ||
| DAVID L WILKERSON | |||||||
| VP OF OPERATIONS | 40.00 | $178,301 | $0 | $4,707 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $748,536 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
|---|---|---|---|---|---|
| ROSCO'S REMODELING | |||||
| 3301 CLANDON PARK DRIVE | RALEIGH | NC | 27613 | CARPENTRY, GENERAL BUILDING REPAIRS | $927,111 |
| TRIANGLE ELECTRIC | |||||
| 12085 US HWY 15-501 N | CHAPEL HILL | NC | 27517 | LICENSED ELECTRIC SUBCONTRACTOR | $484,560 |
| STANLEY'S CARPET | |||||
| 5509 SHADOWBROOK DR | RALEIGH | NC | 27612 | CARPET INSTALLATION | $263,366 |
| WELLSMONT LANDSCAPING | |||||
| 1005 DIMMOCKS MILL RD | HILLSBOROUGH | NC | 27278 | LANDSCAPING SUBCONTRACTOR | $240,142 |
| LEE AIR CONDITIONERS INC | |||||
| PO BOX 2895 | DURHAM | NC | 27715 | LICENSED HVAC SUBCONTRACTOR | $214,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $396,453 | RelatedOrganizationsAmt |
| All Other Contributions | $5,721 | AllOtherContributionsAmt |
| Total Contributions | $402,174 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CHARGES | 623000 | $22,683,443 | $22,683,443 |
| HEALTH CENTER | 623000 | $3,498,988 | $3,498,988 |
| GUEST MEALS AND LODGING | 900099 | $286,542 | $286,542 |
| MISC REVEUE | 900099 | $109,223 | $109,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,578,196 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,602,979 | TotalRevenueColumnAmt |
| Exclusion | $1,602,979 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $151,020 | 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 | $151,020 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,020 | TotalRevenueColumnAmt |
| Exclusion | $151,020 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,857,904 | SecuritiesAmt |
| Other | $618,535 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,931,976 | SecuritiesAmt |
| Other | $550,805 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,925,928 | SecuritiesAmt |
| Other | $67,730 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,993,658 | TotalRevenueColumnAmt |
| Exclusion | $1,993,658 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE DUTY GARDENING | Desc |
| Business | 110000 | BusinessCd |
| Total Revenue Column | $8,193 | TotalRevenueColumnAmt |
| Exclusion | $8,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,193 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,736,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,578,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,755,850 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,760 | TotalAmt |
| Program Services | $394,760 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,565 | TotalAmt |
| Program Services | $362,565 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,738 | TotalAmt |
| Program Services | $81,602 | ProgramServicesAmt |
| Management And General | $804,136 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,904,597 | TotalAmt |
| Program Services | $8,916,446 | ProgramServicesAmt |
| Management And General | $1,988,151 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,998 | TotalAmt |
| Program Services | $397,998 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,401,466 | TotalAmt |
| Program Services | $1,401,466 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,867 | TotalAmt |
| Program Services | $824,867 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659 | TotalAmt |
| Management And General | $1,659 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,394 | TotalAmt |
| Management And General | $64,394 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,815 | TotalAmt |
| Management And General | $486,815 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933,056 | TotalAmt |
| Program Services | $923,156 | ProgramServicesAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,466 | TotalAmt |
| Management And General | $111,466 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,960,496 | TotalAmt |
| Program Services | $1,542,001 | ProgramServicesAmt |
| Management And General | $418,495 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,060 | TotalAmt |
| Management And General | $42,060 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,252 | TotalAmt |
| Program Services | $1,528,453 | ProgramServicesAmt |
| Management And General | $151,799 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,659 | TotalAmt |
| Program Services | $31,771 | ProgramServicesAmt |
| Management And General | $39,888 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20 | TotalAmt |
| Management And General | $20 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,405 | TotalAmt |
| Program Services | $1,855,405 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,466,692 | TotalAmt |
| Program Services | $3,466,692 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,543 | TotalAmt |
| Management And General | $160,543 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISC EXPENSES | $2,236,543 | $2,236,543 | |
| BAD DEBT EXPENSE | $89,239 | $89,239 | |
| RECRUITMENT | $30,134 | $30,134 | |
| BOND ADMIN FEE | $16,216 | $16,216 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,378,640 | TotalAmt |
| Program Services | $23,963,725 | ProgramServicesAmt |
| Management And General | $4,414,915 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,550 | BOYAmt |
| EOY | $293,402 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,968,208 | BOYAmt |
| EOY | $3,002,395 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,588 | BOYAmt |
| EOY | $1,675,727 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,100 | BOYAmt |
| EOY | $255,515 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,962 | BOYAmt |
| EOY | $401,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,144,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,864,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,327,957 | BOYAmt |
| EOY | $54,280,307 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,655,799 | BOYAmt |
| EOY | $63,747,881 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,046,164 | BOYAmt |
| EOY | $123,656,483 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,135,237 | BOYAmt |
| EOY | $2,987,210 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,585,064 | BOYAmt |
| EOY | $46,944,557 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,255,920 | BOYAmt |
| EOY | $41,205,412 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,567 | BOYAmt |
| EOY | $304,555 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,145,735 | BOYAmt |
| EOY | $5,162,689 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,342,523 | BOYAmt |
| EOY | $96,604,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,479,834 | BOYAmt |
| EOY | $26,828,254 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,807 | BOYAmt |
| EOY | $223,806 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,703,641 | BOYAmt |
| EOY | $27,052,060 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,046,164 | BOYAmt |
| EOY | $123,656,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,357,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,990,839 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 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 | $433,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $318,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $232,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $306,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,174 | CurrentTaxYearAmt |
| Total | $1,693,354 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,077,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,415,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,097,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,171,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,578,196 | CurrentTaxYearAmt |
| Total | $124,340,271 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,510,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,734,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,330,179 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,478,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,980,370 | CurrentTaxYearAmt |
| Total | $126,033,625 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $483,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $604,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $697,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,580 | CurrentTaxYearAmt |
| Total | $2,325,854 | 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 | $483,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $604,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $697,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,580 | CurrentTaxYearAmt |
| Total | $2,325,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $123,707,771 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,574,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,761,042 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,771,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,753,999 | CurrentTaxYearAmt |
| Total | $8,814,846 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,574,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,954,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,761,042 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,771,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,753,999 | CurrentTaxYearAmt |
| Total | $8,814,846 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $416,824 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $8,193 | CurrentTaxYearAmt |
| Total | $776,707 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,436,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,105,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,091,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,249,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,742,562 | CurrentTaxYearAmt |
| Total | $135,625,178 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91210 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90490 | PublicSupportPY509Pct |
| Investment Income CY | 0.06500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06560 | 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 | $569 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $569 | 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 | A PORTION OF THE DUES PAID BY THE ORGANIZATION TO VARIOUS TRADE ASSOCIATIONS IS ATTRIBUTABLE TO LOBBYING PERFORMED BY THOSE TRADE ASSOCIATIONS ON BEHALF OF THE ORGANIZATION AND OTHER MEMBER ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $833,077 | OtherCostOrOtherBasisAmt |
| Book Value | $833,077 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,519,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,717,813 | DepreciationAmt |
| Book Value | $41,801,883 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,637,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,723,810 | DepreciationAmt |
| Book Value | $5,913,850 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,154,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,422,643 | DepreciationAmt |
| Book Value | $5,731,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,280,307 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LT DEBT INTEREST SWAP | Desc |
| Amt | $5,162,689 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,162,689 | 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 | THE FOLLOWING IS THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR CAROL WOODS AND THE CHARITABLE FUND: CAROL WOODS AND THE CHARITABLE FUND ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). CAROL WOODS AND THE CHARITABLE FUND FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF CAROL WOODS OR THE CHARITABLE FUND. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR CAROL WOODS OR THE CHARITABLE FUND. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ORANGE COUNTY | |||||||
| 200 SOUTH CAMERON STREET | HILLSBOROUGH | NC | 27278 | 566000327 | GOV'T | $175,000 | GENERAL SUPPORT, SENIOR SERVICES |
| TOWN OF CHAPEL HILL | |||||||
| 405 MARTIN LUTHER KING BLVD | CHAPEL HILL | NC | 27514 | 566001199 | GOV'T | $50,000 | GENERAL SUPPORT, SENIOR SERVICES |
| CHAPEL HILL CARRBORO SCHOOLS | |||||||
| 750 S MERRITT MILL ROAD | CHAPEL HILL | NC | 27516 | 566001004 | 501(C)(3) | $30,000 | PROMOTE CAREERS IN AGING SERVICES |
| MEDICAL FOUNDATION OF NC | |||||||
| 880 MARTIN LUTHER KING BLVD | CHAPEL HILL | NC | 27514 | 566057494 | 501(C)(3) | $20,000 | SUPPORT FOR NEW HOSPICE FACILITY |
| UNC SCHOOL OF NURSING FOUNDATION | |||||||
| CARRINGTON HALL CAMPUS BOX 7460 | CHAPEL HILL | NC | 27599 | 581508175 | 501(C)(3) | $15,000 | GERIATRIC NURSING WORKFORCE DEVELOPMENT |
| SENIOR CARE OF ORANGE COUNTY | |||||||
| 515 MEADOWLANDS DRIVE SUITE 400 | HILLSBOROUGH | NC | 27278 | 562460614 | 501(C)(3) | $27,000 | SUPPORT FOR ADULT DAY HEALTH CENTER |
| TOWN OF CARRBORO | |||||||
| 301 WEST MAIN STREET | CARRBORO | NC | 27510 | 562275038 | GOV'T | $5,000 | GENERAL SUPPORT, SENIOR SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASSISTANCE TO RESIDENTS WHOSE ASSETS HAVE BEEN DEPLETED | 6 | $351,270 |
| TUITION ASSISTANCE FOR ELIGIBLE FT EMPLOYEES | 12 | $11,195 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT IS ASKED TO PROVIDE AN ANNUAL REPORT ON THE USE OF THE FUNDS THAT HAD BEEN DONATED BY CAROL WOODS. EACH YEAR GRANT RECIPIENTS ARE INVITED TO A MEETING OF THE CAROL WOODS RESIDENT ASSOCIATION WHERE THEY ARE ASKED TO REPORT BRIEFLY ON THE OUTCOMES FROM THE FUNDS THAT WERE GRANTED. TWO GROUPS OF INDIVIDUALS MAY RECEIVE FINANCIAL SUPPORT FROM CAROL WOODS. FIRST, CAROL WOODS PROVIDES FINANCIAL ASSISTANCE TO RESIDENTS WHO ARE UNDER CONTRACT SHOULD THEY OUTLIVE THEIR ASSETS. IF ASSETS ARE DEPLETED TO A DEFINED LEVEL, CAROL WOODS WILL PROVIDE A MONTHLY CREDIT TO THEIR STATEMENT IN AN AMOUNT INTENDED TO STOP FURTHER DETERIORATION OF ASSETS. SECOND, CAROL WOODS OFFERS A TUITION ASSISTANCE PROGRAM THROUGH ITS HUMAN RESOURCES DEPARTMENT FOR FULL TIME EMPLOYEES WHO ARE TAKING COURSES IN AN ACCREDITED SCHOOL TOWARD A DEGREE OR CERTIFICATE RELATED TO CAROL WOODS' MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA E SPRIGG | ||||||||||||||
| PRESIDENT & CEO | $301,844 | $0 | $76,485 | $0 | $5,182 | $0 | $0 | $0 | $4,707 | $0 | $388,218 | $0 | $0 | $0 |
| KENNETH G REEB JR | ||||||||||||||
| VP OF FINANCE / CFO | $171,073 | $0 | $0 | $0 | $15,651 | $0 | $21,079 | $0 | $4,707 | $0 | $212,510 | $0 | $0 | $0 |
| DAVID L WILKERSON | ||||||||||||||
| VP OF OPERATIONS | $173,133 | $0 | $0 | $0 | $5,168 | $0 | $0 | $0 | $4,707 | $0 | $183,008 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MEDICAL CARE COMMISSION | |||||||
| A | 521309402 | 2010-10-22 | $30,000,000 | REFINANCING, ADDITIONAL CONSTRUCTION | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | |||||||
| B | 521309402 | 2012-07-18 | $22,000,000 | CAPITAL ACQUISITION, CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,435,000 | $30,000,882 | $266,032 | $4,717,553 | $25,017,297 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $3,805,000 | $22,000,000 | $315,078 | $21,369,444 | 2015 | 0 | 0 | Yes (1) | Yes (1) | $248,454 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK | |||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 20.583333300000 | 0 | 0 | 0 | 0 | Yes (1) | |
| 1271 COUNTERPARTY | |||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 20.583333300000 | 0 | 0 | 0 | 0 | Yes (1) | LLC |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: NORTH CAROLINA MEDICAL CARE COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 01/22/2015 ISSUER NAME: NORTH CAROLINA MEDICAL CARE COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 02/03/2017 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | TWO RESIDENTS SERVE AS EX OFFICIO WITHOUT VOTING RIGHTS. TWO OTHER RESIDENTS SERVE AS VOTING MEMBERS. PRESIDENT & CEO SERVES AS EX OFFICIO WITH NO VOTING RIGHTS. THE CORPORATION HAS AN EXECUTIVE COMMITTEE OF THE BOARD COMPRISED ENTIRELY OF MEMBERS OF THE GOVERNING BOARD. IN THE MONTHS THAT THE FULL BOARD DOES NOT MEET, THE EXECUTIVE COMMITTEE OF THE BOARD MEETS. THE SCOPE OF THE EXECUTIVE COMMITTEE IS ALMOST AS BROAD AS THE FULL BOARD, BUT FOR MOST SIGNIFICANT ACTIONS, SUCH AS RESOLUTIONS TO INCUR ADDITIONAL DEBT, ADOPTION OF THE ANNUAL BUDGET, ETC. THESE ACTIONS ARE GENERALLY DONE WITH THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS A POLICY THAT STATES THAT PAPER AND/OR ELECTRONIC COPIES OF FORM 990 WILL BE PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. THE FORM 990 WAS PROVIDED TO BOARD MEMBERS FOR THEIR PERSONAL REVIEW. THE FORM 990 WAS FORMALLY ACCEPTED BY THE BOARD OF DIRECTORS AT ITS MARCH, 2018 BOARD MEETING, AUTHORIZING MANAGEMENT TO SUBMIT THE FORM TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY 1)DISCUSSING THE POLICY INITIALLY WITH BOARD OF DIRECTORS CANDIDATES PRIOR TO BEING NOMINATED TO THE BOARD, 2)REVIEWING THE POLICY ANNUALLY WITH EACH BOARD MEMBER, 3)ASKING EACH BOARD MEMBER TO ANNUALLY SIGN A STATEMENT INDICATING THAT HE OR SHE HAS READ AND UNDERSTANDS THE POLICY, AND 4)ASKING EACH BOARD MEMBER TO ALSO DISCLOSE IN WRITING ANY ORGANIZATIONAL RELATIONSHIP OR OTHER ACTIVITY OR INTEREST THAT MIGHT POSSIBLY CONSTITUTE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY, THE EXECUTIVE COMMITTEE OF THE ORGANIZATION WILL REVIEW THE OFFICERS (PRESIDENT/CEO, VP OF FINANCE/CFO, AND VP OF OPERATIONS) AS WELL AS KEY DEPARTMENT DIRECTOR POSITIONS. THIS IS DOCUMENTED IN THE ORGANIZATION'S MINUTES EVERY THREE TO FOUR YEARS. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD RETAINS AN OUTSIDE CONSULTING FIRM TO ASSESS THE SALARIES OF ITS CORPORATE OFFICERS AS WELL AS KEY DEPARTMENT DIRECTOR POSITIONS. A REPORT IS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW. THIS INDEPENDENT, EXTERNAL PROCESS WAS LAST COMPLETED IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | 1)ARTICLES OF INCORPORATION ARE AVAILABLE ON THE WEBSITE OF THE NC SECRETARY OF STATE, 2)BYLAWS ARE AVAILABLE FOR INSPECTION UPON REQUEST, 3)ANNUAL DISCLOSURE STATEMENT IS AVAILABLE ONLINE THROUGH THE NC DEPT OF INSURANCE AND INCLUDES, IN APPENDICES, COPIES OF THE DOI CCRC LICENSE, DHSR NURSING FACILITY LICENSE, ANNUAL AUDITED FINANCIAL STATEMENTS, 5-YEAR FINANCIAL PROJECTIONS, CONFLICT OF INTEREST POLICY, CCRC CONTRACT, AND OTHER CORPORATE INFORMATION INCLUDING CURRENT LISTING OF BIOS ON BOARD OF DIRECTORS, 4)CORPORATE CODE OF CONDUCT AND PRIVACY POLICY ARE AVAILABLE VIA CAROL WOODS' WEBSITE. |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANOPY OF CAROL WOODS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEAVER DAIRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT OF THE CHAPEL HILL RESIDENTIAL RETIREMENT COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAPEL HILL RESIDENTIAL RETIREMENT COMMUNITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL WOODS CHARITABLE FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 WEAVER DAIRY ROAD | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204262143 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAPEL HILL RESIDENTIAL RETIREMENT CENTER 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 | 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL WOODS CHARITABLE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $396,454 | InvolvedAmt |
| Method Of Amount Determination | ACTUAL AMOUNTS TRANSFERRED | MethodOfAmountDeterminationTxt |