2025-02-18T09:58:34+00:00 2024-03-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-04-01 560963926 Moravian Home Incorporated dba Salemtowne MORA 3367678130 1000 Salemtowne Drive WinstonSalem NC 27106 Mark Steele CEO 3367678130 2025-02-18 true true Amy Bibby P00445891 8282542254 2023-11-06 2023 2025-03-06 01:10:19Z Salemtowne Mark Steele 1000 Salemtowne Drive WinstonSalem NC 27106 39858447 false X www.salemtowne.org X 1971 NC To be a welcoming community where senior adults flourish. 16 16 505 136 0 0 6232405 906524 34422048 36452684 -1126109 646432 1262584 1335628 40790928 39341268 0 0 0 0 16331455 17468384 0 0 985237 24314861 22573209 40646316 40041593 144612 -700325 131791581 131234419 126276046 124827720 5515535 6406699 Salemtowne is a nonprofit continuing care retirement community that promotes the well-being of its residents by providing a caring environment. Salemtowne is an ecumenical community that reflects the Moravian values of individual respect, hospitality, lifelong learning, and love of the arts. false false 31613674 36452684 SALEMTOWNE PROVIDED SERVICES THROUGH LONG-TERM CARE FOR ELDERLY IN THE WINSTON-SALEM COMMUNITY AND SURROUNDING AREAS. IT IS THE MISSION OF THE SALEMTOWNE COMMUNITY OUTREACH PROGRAM TO PROVIDE RESOURCES FOR SERVICES, PROGRAMS AND EDUCATION THAT ENHANCE THE QUALITY OF LIVING AND CARE FOR SENIOR ADULTS OF PIEDMONT NORTH CAROLINA. SALEMTOWNE STRIVES TO SHARE ITS EXPERTISE IN THE AREA OF AGING BY OFFERING EDUCATION AND TRAINING TO SENIOR ADULTS, FAMILIES AND CAREGIVERS; BY UTILIZING ITS TIME, TALENTS, AND FACILITIES FOR PROGRAMS AND EDUCATION; AND BY SPONSORING AND/OR SUPPORTING PROGRAMS OF ORGANIZATIONS AND ASSOCIATIONS DEDICATED TO SENIOR ADVOCACY. 31613674 true true false true false true false false true true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false true 71 0 true 505 true false false false false false false false false false false false false X 16 16 false false false false false true false true true false false true true true true true true true false false CO FL GA KY ME AK MN MS NH NM ND OH OR AZ SC UT WA WI X X X The Organization 3367142141 1000 Salemtowne Drive WinstonSalem NC 27106 Corlis Sellers-Drummond Secretary 2.0 X X 0 0 0 Larry Colbourne Treasurer 2.0 X X 0 0 0 Marty Edwards Board Chair 2.0 X X 0 0 0 R Patrick Yeatts Vice Chair 2.0 X X 0 0 0 Aimee Smith Board Member 2.0 X 0 0 0 Chris Thore Board Member 2.0 X 0 0 0 Elms Allen Board Member 2.0 X 0 0 0 John Ferguson Board Member 2.0 X 0 0 0 Kevin Owen Board Member 2.0 X 0 0 0 Leslee Battle Board Member 2.0 X 0 0 0 Michelle Cook Board Member 2.0 X 0 0 0 Rose Simon Board Member 2.0 X 0 0 0 Russell Armistead Board Member 2.0 X 0 0 0 Scott Southerland Board Member 2.0 X 0 0 0 Terry Williams Board Member 2.0 X 0 0 0 Tim Gardner Board Member 2.0 X 0 0 0 Mark Steele CEO 40.0 X 348561 0 79860 Tracy Biesecker CFO 40.0 X 209820 0 6524 Allison Vessels VP of HR/Resident Services 40.0 X 178380 0 15180 Catherine Maynard VP of Health Services 40.0 X 161625 0 482 Timothy Dahlke Former Director of Facilities 40.0 X 152121 0 14226 Ann Burris VP of Marketing and Sales 40.0 X 149625 0 10635 Edwinna Swan Home Care Director 40.0 X 100061 0 11648 Emily Rector VP of Development 40.0 X 111244 0 12489 Renee Brumagin Director of Marketing 40.0 X 108775 0 12395 Stephanie Stone Director of Nursing 40.0 X 117797 0 89 1638009 0 163528 10 false true false Eagle Solar & Light LLC PO Box 11165 Birmingham AL 35222 Solar Panel Contractor 201194 Forvis Mazars LLP PO Box 602828 Charlotte NC 28260 Accounting and Auditing Services 182650 Spectrum PO Box 6030 Carol Stream IL 60197 Cable/Internet Services 168760 G and J Brewer LLC Right at Home 3314 Healy Drive Suite 105 WinstonSalem NC 27103 Home Health Care Services 145531 RKL LLP 1800 Fruitville Pike Lancaster PA 17601 Billing Consulting Services 116522 5 906524 906524 Resident Services 623000 30379482 30379482 Amort. of Advance Fees 623000 5212313 5212313 Navigation Revenue 623000 860889 860889 0 0 0 0 36452684 1083785 1083785 0 0 79826 517179 79826 -517179 -437353 -437353 Miscellaneous Income 900099 1335628 1335628 0 0 0 0 1335628 39341268 36452684 0 1982060 X 741760 194422 519232 28106 14179435 11139782 2858894 180759 319469 187391 109009 23069 1127925 803533 279976 44416 1099795 765635 284762 49398 43770 43770 179906 179906 4923577 3274126 1404407 245044 234192 50 1953 232189 1841314 1225211 499843 116260 715745 47726 614605 53414 1242634 1210148 32486 53269 6735 40134 6400 143909 143909 4118868 4118868 5934079 5934079 373492 373492 Food 1917881 1876509 35317 6055 Healthcare Supplies & Supplements 557319 557319 0 0 Miscellaneous 158692 158692 0 0 Bad Debt 112106 111979 0 127 22456 1469 20987 0 40041593 31613674 7442682 985237 3849560 2025672 109559 102538 3678722 3425812 0 0 227799 164245 149677369 58929203 94835180 90748166 26762786 32459821 0 0 2327975 2308165 131791581 131234419 3062263 3114259 33567928 34033747 83703546 82098546 0 2890783 2880940 3051526 2700228 126276046 124827720 X 635334 1200162 4880201 5206537 5515535 6406699 131791581 131234419 X -700325 1603870 -12381 X false true X true false X 778701 998943 3066825 6232405 906524 11983398 26665057 28952567 31860143 34422048 36452484 158352299 324728 239407 1004268 1262584 1335828 4166815 0 0 27768486 30190917 35931236 41917037 38694836 174502512 85732 92230 64006 123382 92717 458067 0 0 0 0 0 0 85732 92230 64006 123382 92717 458067 174044445 620230 537191 876536 607277 1083785 3725019 0 620230 537191 876536 607277 1083785 3725019 0 0 0 0 0 0 0 28388716 30728108 36807772 42524314 39778621 178227531 0.9765 0.9758 0.02 0.0214 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 531 531 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The Organization pays dues to LeadingAge NC. A portion of these dues were utilized for lobbying purposes. X 1 true 12665173 715631 253082 642379 12991507 11964960 772045 188865 260697 12665173 11842177 956240 109702 943159 11964960 10770109 561688 767422 257042 11842177 11005237 382996 -65686 552438 10770109 0.6 0.23 0.17 false false 1731678 1731678 133993089 54752822 79240267 7118356 2908733 4209623 6834246 1267648 5566598 90748166 DEPOSITS 622299 REFUNDABLE ADVANCE FEES 0 BOND INTEREST PAYABLE 2077929 2700228 X 40820651 1603870 -124487 1479383 39341268 0 0 39341268 39929487 -112106 -112106 40041593 0 0 40041593 Schedule D, Part II, Line 9 Conservation easements financial reporting The conservation easement is reported in the Organization's financial statements as part of permanently restricted net assets. Schedule D, Part V, Line 4 Intended uses of endowment funds Support for residents in financial need, personnel recruiting and other general obligations. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE COMMUNITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE COMMUNITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF MARCH 31, 2024. IN ADDITION, THE COMMUNITY QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in value of split-interest agreements - -12381 Bad debt - -112106 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Bad debt - -112106 X false false X X X X false false false false false false false false false Mark Steele CEO 271408 0 68033 0 9120 0 11760 0 68100 0 428421 0 0 0 Tracy Biesecker CFO 182820 0 27000 0 0 0 6524 0 0 0 216344 0 0 0 Allison Vessels VP of HR/Resident Services 162111 0 16269 0 0 0 7263 0 7917 0 193560 0 0 0 Timothy Dahlke Former Director of Facilities 135662 0 16459 0 0 0 6169 0 8057 0 166347 0 0 0 Catherine Maynard VP of Health Services 156458 0 5167 0 0 0 482 0 0 0 162107 0 0 0 Ann Burris VP of Marketing and Sales 135978 0 13647 0 0 0 2280 0 8355 0 160260 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use The CEO elects the annual housing allowance amount, and the Board of Trustees approves the annual housing allowance in November prior to the calendar year in which the housing is paid. A North Carolina Mecial Care Commission 521309402 65820YMA1 2016-09-07 25807298 Refund 2006 Bond false false false B North Carolina Medical Care Commission 521309402 65820YLG9 2015-08-08 42180601 RETIREMENT FACILITIES FIRST MORTGAGE REVENUE BONDS SERIES 2015 false false false C North Carolina Medical Care Commission 521309402 65820YPR1 2018-11-08 37616589 Retirement FACILITIES FIRST MORTGAGE REVENUE BONDS SERIES 2018 false false false A 6340000 0 23632457 2443544 0 0 516146 0 0 0 22963978 0 2016 false true true true B 0 0 42737781 2441629 0 0 843600 0 0 39005210 0 0 2018 false false true true C 13375000 0 38929277 2415521 0 0 751325 0 0 6921107 0 28193926 2021 false false false false A 0.0 0.0 0.0 B 0.0 0.0 0.0 C 0.0 0.0 0.0 A true false false true false false true Bank of America NA 13.0 true false true B false false false true false false true NA 0.0 true false true C false true false true false false true NA 0.0 true false true A true B false C false Schedule K, Part I Description of Purpose THE BONDS WERE ISSUED FOR THE PURPOSE OF (1) REFUNDING PRIOR ISSUES DATED OCTOBER 20, 1999 AND APRIL 26, 2001; (2) PAYING THE COSTS OF ISSUING THE SERIES 2006 BONDS; AND (3) FUNDING A DEBT SERVICE RESERVE FUND. Schedule K, Part II, Line 11 Other Spent Proceeds THE AMOUNT PRESENTED ON PART II, LINE 11 REPRESENTS AMOUNTS USED TO PAY AT MATURITY OR REDEEM THE REFUNDED PRIOR ISSUES DATED OCTOBER 20, 1999 AND APRIL 26, 2001. Schedule K, Part III BECAUSE THE ISSUE IS AN ADVANCE REFUNDING FOR PRIOR BONDS ISSUED BEFORE JANUARY 1, 2003, AND CONTAINED NO NEW CAPITAL PROJECT BORROWINGS, PART III IS NOT REQUIRED. Schedule K, Part II, Line 3 Total Proceeds THE AMOUNT OF TOTAL PROCEEDS ON PART II, LINE 3 INCLUDES $6,649,229 INVESTMENT EARNINGS OF BOND PROCEEDS. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: North Carolina Mecial Care Commission N/A Schedule K, Part IV, Line 2c COLUMN A Issuer name: North Carolina Mecial Care Commission The calculation for computing no rebate due was performed on 10/01/2016 Schedule K, Part IV, Line 2c COLUMN B Issuer name: North Carolina Medical Care Commission The calculation for computing no rebate due was performed on 05/08/2015 Schedule K, Part IV, Line 2c COLUMN C Issuer name: North Carolina Medical Care Commission The calculation for computing no rebate due was performed on 01/26/2016 Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Every two years, the Provincial Elders' Conference (PEC) appoints up to four members to the board. In advance of the Salemtowne board's annual meeting, the chair of the board shall consult with the president of the PEC regarding the PEC nominations. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER BEFORE THE RETURN WAS FILED. PRIOR TO FILING, THE BOARD FINANCE COMMITTEE REVIEWED AND ACCEPTED THE FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON INITIALLY JOINING THE BOARD. ANNUALLY BOARD MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS. CHANGES IN CONFLICTS OF INTEREST ARE MAINTAINED BY THE CFO. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION IS PULLED FROM GUIDESTAR FOR CCRCS IN NORTH CAROLINA OF COMPARABLE SIZE AND FROM THE LEADING AGE SALARY SURVEY FOR ALL EXECUTIVE POSITIONS. THE BOARD EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S COMPENSATION BASED UPON THIS INFORMATION ALONG WITH COMPENSATION HISTORY FOR THE CEO. THE CEO AND DIRECTOR OF HUMAN RESOURCES REVIEWS THE BENCHMARK DATA IN ESTABLISHING COMPENSATION FOR ALL OTHER EXECUTIVE POSITIONS WHICH ARE THEN APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ORGANIZATION'S BUDGETING PROCESS. Form 990, Part VI, Line 18 How forms are made available to the public The Organization's Form 1023, 990 and 990-T are available to the public upon request. In addition, recent filing of the Form 990 are made available online at www.guidestar.org Form 990, Part VI, Line 19 Required documents available to the public The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. The Organization's financial statements are also made available on the NC Department of Insurance website. Form 990, Part IX, Line 11g Other Fees Contract Professional Services - Total Expense: 1257830, Program Service Expense: 342627, Management and General Expenses: 915203, Fundraising Expenses: 0; Consultant Fees - Total Expense: 172869, Program Service Expense: 12339, Management and General Expenses: 153217, Fundraising Expenses: 7313; Outside Services - Total Expense: 3047527, Program Service Expense: 2854855, Management and General Expenses: 192672, Fundraising Expenses: 0; Medical Director - Total Expense: 57876, Program Service Expense: 57876, Management and General Expenses: 0, Fundraising Expenses: 0; Service Fees - Total Expense: 381046, Program Service Expense: 0, Management and General Expenses: 143315, Fundraising Expenses: 237731; Therapy Fees - Total Expense: 6429, Program Service Expense: 6429, Management and General Expenses: 0, Fundraising Expenses: 0; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Split-Interest Agreements - -12381; Form 990, Part XII, Line 2c The process has not changed from the prior year.