BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY (EIN 57-0337132)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349303445
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:58:28-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 NORTH TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570337132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISH | BusinessNameControlTxt |
| Phone | 8437623300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29412 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE KERRISON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5434066298 | PhoneNum |
| Signature | 2014-11-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | C WILLIAM TRAWICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29412 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,683,517 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BISHOPGADSDEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOUSING AND OTHER HEALTH CARE SERVICES THROUGH OPERATION OF A FAITH-BASED RETIREMENT FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 471 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $624,520 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,208,924 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,901,290 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,655,355 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,211,940 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,529,197 | CYInvestmentIncomeAmt |
| PY Other Revenue | $893,727 | PYOtherRevenueAmt |
| CY Other Revenue | $1,003,476 | CYOtherRevenueAmt |
| PY Total Revenue | $26,631,477 | PYTotalRevenueAmt |
| CY Total Revenue | $32,396,952 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $315,534 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $360,289 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,401,258 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,594,321 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $276,048 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,757,134 | PYOtherExpensesAmt |
| CY Other Expenses | $13,954,563 | CYOtherExpensesAmt |
| PY Total Expenses | $25,473,926 | PYTotalExpensesAmt |
| CY Total Expenses | $25,909,173 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,157,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,487,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,267,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,360,370 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $105,727,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,005,247 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,540,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,355,123 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED BY THE FOURTH EPISCOPAL BISHOP OF SOUTH CAROLINA IN 1850 , BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY UPHOLDS THE TRADITION OF A FAITH-BASED, NOT-FOR-PROFIT ORGANIZATION DEDICATED TO THE WELL-BEING OF THOSE PERSONS, WHO BECAUSE OF AGE, PERSONAL CONDITIONS, HEALTH AND THEIR EXPRESS DESIRE, CHOSE TO RESIDE IN A RETIREMENT COMMUNITY. BISHOP GADSDEN IS A MISSION-DRIVEN, NOT PROFIT DRIVEN, ORGANIZATION. IT HAS A LONG-TERM OBLIGATION TO ITS RESIDENTS. IT IS COMMITTED TO REMOVING FINANCIAL BARRIERS TO RESIDENCY. ITS ROOTS IN THE GREATER CHARLESTON COMMUNITY SPAN OVER 160 YEARS, AND, THROUGH THE YEARS, IT HAS RESPONDED TO SPECIFIC NEEDS OF THE GREATER COMMUNITY. IT HAS LONG BEEN OPEN TO ALL MEN AND WOMEN WITHOUT REGARD TO RACE, CREED, RELIGIONS, SEXUAL PREFERENCE OR NATIONAL ORIGIN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,462,894 | ExpenseAmt |
| Revenue | $25,635,295 | RevenueAmt |
| Desc | RETIREMENT COMMUNITY:BISHOP GADSDEN SERVES APPROXIMATELY 435 SENIOR ADULTS, 62 YEARS OF AGE AND OLDER, RESIDING IN FOUR LEVELS OF CARE: INDEPENDENT COMMUNITY (215 UNITS), ASSISTED LIVING (80 UNITS), MEMORY SUPPORT (19 BEDS) AND SKILLED NURSING CARE (50 BEDS). BISHOP GADSDEN OPERATES TO MEET THE PRIMARY NEEDS OF SENIOR CITIZENS BY PROVIDING (1) RESIDENTIAL FACILITIES DESIGNED TO MEET PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS AND SIMILAR NEEDS OF THE ELDERLY; (2) ACCESS TO HEALTHCARE SERVICES AS NEEDED; (3) ASSURANCE THAT THE ORGANIZATION IS RUN IN A FISCALLY RESPONSIBLE MANNER; AND (4) THE COMMITMENT OF FINANCIAL SECURITY TO ANY RESIDENT WHO RUNS OUT OF MONEY THROUGH NO FAULT OF HIS/HER OWN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $360,289 | ExpenseAmt |
| Grant | $360,289 | GrantAmt |
| Desc | RESIDENT ASSISTANCE PROGRAM:BISHOP CHRISTOPHER GADSDEN FOUNDED THE HOME FOR ORPHANS AND WIDOWS IN 1850, TO ASSIST THOSE IN NEED. HIS VISION FOR A CARING COMMUNITY IS THE HEART AND SOUL OF THE ORGANIZATION NOW CALLED BISHOP GADSDEN. AT THE CORE OF BISHOP GADSDEN, IS THE BELIEF AND EXECUTION OF THE CHARITABLE MISSION. SINCE 1995, BISHOP GADSDEN'S RESIDENT ASSISTANCE FUND HAS DONATED MORE THAN $2.9 MILLION IN CHARITABLE CARE TO RESIDENTS FACING FINANCIAL DIFFICULTIES. THE RESIDENT ASSISTANCE FUND ALLEVIATES ANY ANXIETIES RESIDENTS AND THEIR FAMILIES HAVE BY ASSURING THEM THAT THEY WILL CONTINUE TO RECEIVE THE CARE THEY NEED REGARDLESS OF WHETHER THEY CAN PAY. THROUGH THE CONTINUED EFFORTS OF BISHOP GADSDEN RESIDENTS, FAMILIES, STAFF, AND OTHER ORGANIZATIONS, THE RESIDENT ASSISTANCE FUND CONTINUES TO BE HIGH PRIORITY. THIS IMPERATIVE FUND ALLOWS BISHOP GADSDEN TO ASSIST RESIDENTS AND FUTURE RESIDENTS THAT, BY NO FAULT OF THEIR OWN, CAN NO LONGER AFFORD THEIR CONTINUED CARE. ALL RESIDENTS THAT ARE RECEIVING MONIES FROM THE RESIDENT ASSISTANCE FUND ARE BETWEEN THE AGES OF 73-98; THEY COME FROM THE GREATER CHARLESTON AREA, ARE BOTH MALE AND FEMALE, AND CROSS ALL SOCIOECONOMIC LINES. THEIR QUALIFICATIONS RANGE FROM HAVING A PAST STRONG COMMITMENT TO THEIR CHURCH COMMUNITY-THROUGH VOLUNTEERING TIME AND TALENTS. SOME RESIDENTS HAVE MADE SIGNIFICANT CONTRIBUTION TO THE CHARLESTON AREA AND/OR BEYOND. THEIR CONTRIBUTIONS MAY BE OF AN ARTISTIC NATURE, ONE OF PUBLIC SERVICE, OR THE ABILITY TO HAVE CREATED A POSITIVE PHILOSOPHICAL CHANGE.BISHOP GADSDEN WILL CONTINUE TO EXTEND ASSISTANCE TO RESIDENTS, ACTING ON THE FIRM BELIEF THAT REMOVING ECONOMIC BARRIERS TO RESIDENCY IS PART OF ITS MISSION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,000 | ExpenseAmt |
| Desc | OUTREACH PROGRAM:THROUGHOUT BISHOP GADSDEN'S EXISTENCE, A GIVING COMMITMENT HAS BEEN ON THE FOREFRONT RESULTING IN OVER $3,300,000 DOLLARS IN CHARITABLE CARE AND GIFTS BEING RAISED FOR AND DISTRIBUTED TO OTHER NON-PROFIT ORGANIZATIONS IN OUR LOCAL COMMUNITY. - THE RESIDENT OUTREACH COMMITTEE: AS PART OF THE BISHOP GADSDEN'S RESIDENTS' COUNCIL, THIS COMMITTEE CHOOSES TO SUPPORT A SPECIFIC CHARITABLE ORGANIZATION(S) EACH YEAR. LED BY RESIDENTS, WITH ASSISTANCE FROM STAFF, THE COMMITTEE SETS A FUNDRAISING GOAL AND CONDUCTS ALL SOLICITATIONS AND APPEALS. IN 2013, THIS IMPORTANT COMMITTEE RAISED $71,000 FOR SEA ISLAND HABITAT FOR HUMANITY. IN PREVIOUS YEARS, THE COMMITTEE HAS SUPPORTED TRICOUNTY FAMILY MINISTRIES, THE BARRIER ISLANDS FREE MEDICAL CLINIC, CHARLESTON AREA SENIOR CITIZENS, INC., CRISIS MINISTRIES AND MANY MORE.- THE GENEROUS SPIRIT PROGRAM: OFFICIALLY ORGANIZED IN 2009 AS AN OPPORTUNITY FOR RESIDENTS, FAMILIES AND STAFF TO SUPPORT AND VOLUNTEER TOGETHER ON IMPORTANT AND WORTHWHILE PROJECTS FOR THE GREATER CHARLESTON COMMUNITY. PROJECTS HAVE INCLUDED DONATING TIME AND MONEY TO ALL CAUSES, SUCH AS, THE AMERICAN HEART AND ALZHEIMER'S ASSOCIATIONS, PROJECT COOL BREEZE, JAPAN EARTHQUAKE RELIEF, SUSAN G. KOMEN, WATER MISSION'S INTERNATIONAL, TRIDENT UNITED WAY, THE RONALD MACDONALD HOUSE, CHARLESTON AREA THERAPEUTIC RIDING, AND PET HELPERS. SINCE ITS FORMAL ORGANIZATION, MORE THAN $505,000 IN CASH, $3,000 OF IN-KIND ITEMS (CLOTHES, FURNITURE, LINENS, PILLOWS, BLANKETS, BOOKS, SHOES, AND OTHER MISCELLANEOUS ITEMS TO ORGANIZATIONS SUCH AS PET HELPERS, CHARLESTON PUBLIC LIBRARY AND GOODWILL,) AND IN 2013, NEARLY 16,000 HOURS OF VOLUNTEER TIME HAS BEEN GIVEN BY RESIDENTS AND STAFF, TO AREA AND NATIONAL CHARITIES.- OTHER PUBLIC SUPPORT: THE ORGANIZATION PROVIDES OTHER SUPPORT TO THE LOCAL COMMUNITY, SUCH AS THE FREE USE OF OFFICE SPACE TO LOCAL CHARITIES, STUDENT INTERNSHIPS FROM LOCAL COLLEGES, TUTORING SERVICES TO THE ELEMENTARY SCHOOL NEXT DOOR, SPACE FOR AFTER SCHOOL ACTIVITIES, PERFORMANCE SPACE FOR SCHOOLS AND OTHER LOCAL GROUPS, FOOD DONATIONS TO LOCAL FOOD BANKS, THE OPERATION OF A COMMUNITY FESTIVAL TO THANK THE LOCAL COMMUNITY AND THE LOCAL FIRST RESPONDERS, AND OTHER ACTIVITIES MEANT TO CEMENT THE ORGANIZATION'S RELATIONSHIP WITH THE LOCAL COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,856,183 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 471 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE KERRISON CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8434066298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29412 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| WALLACE T BONAPARTE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES T GETTYS III | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES BENNETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN A HUSSAIN | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR LAYTON MCCURDY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE RT REV JC BUCHANAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WE APPLEGATE III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY PAGLIARO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN G LEGARE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA CHRISTIE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR FRANK MIDDLETON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEYWARD CARTER JR ESQUIRE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE REV ALASTAIN VOTAW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WARREN MERSEREAU | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THE RT REV CHARLES VONROSENBERG | ||||||
| EX-OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C WILLIAM TRAWICK | ||||||
| PRESIDENT/CEO | 50.00 | $257,360 | $0 | $35,591 | Yes (X) | |
| SARAH E H TIPTON | ||||||
| VICE PRESIDENT/COO | 50.00 | $130,664 | $0 | $29,637 | Yes (X) | |
| LYNNE L KERRISON | ||||||
| CFO | 50.00 | $118,566 | $0 | $12,527 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $506,590 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,755 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SYSCO FOOD SERVICES | |||||
| 131 SYSCO | COLUMBIA | SC | 29209 | FOOD PURVEYOR | $1,426,427 |
| BLUECROSS BLUESHIELD | |||||
| PO BOX 6000 | COLUMBIA | SC | 29260 | INSURANCE | $1,423,290 |
| RLPS ARCHITECTS | |||||
| 250 VALLEY | LANCASTER | PA | 17601 | ARCHITECT | $1,196,097 |
| SCE&G | |||||
| PO BOX 100255 | COLUMBIA | SC | 29202 | ELECTRIC | $1,158,011 |
| TIS INSURANCE SERVICES | |||||
| PO BOX 10328 | KNOXVILLE | TN | 37939 | INSURANCE | $652,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,208,924 | AllOtherContributionsAmt |
| Total Contributions | $1,208,924 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $24,655,355 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,655,355 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,655,355 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,269 | TotalRevenueColumnAmt |
| Exclusion | $781,269 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,536 | 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 | $23,536 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,536 | TotalRevenueColumnAmt |
| Exclusion | $23,536 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,034,493 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,276,277 | SecuritiesAmt |
| Other | $10,288 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,758,216 | SecuritiesAmt |
| Other | -$10,288 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,747,928 | TotalRevenueColumnAmt |
| Exclusion | $4,747,928 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORFEITURES & TERM INC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $699,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $699,954 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,986 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $279,986 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $979,940 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,396,952 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,635,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,552,733 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,289 | TotalAmt |
| Program Services | $360,289 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,399,268 | TotalAmt |
| Program Services | $8,037,161 | ProgramServicesAmt |
| Management And General | $1,256,839 | ManagementAndGeneralAmt |
| Fundraising | $105,268 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,701 | TotalAmt |
| Program Services | -$34,971 | ProgramServicesAmt |
| Management And General | $201,904 | ManagementAndGeneralAmt |
| Fundraising | -$232 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,385 | TotalAmt |
| Program Services | $36,290 | ProgramServicesAmt |
| Management And General | $1,306,160 | ManagementAndGeneralAmt |
| Fundraising | -$65 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,967 | TotalAmt |
| Program Services | $588,380 | ProgramServicesAmt |
| Management And General | $89,862 | ManagementAndGeneralAmt |
| Fundraising | $7,725 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,580 | TotalAmt |
| Management And General | $16,580 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,813 | TotalAmt |
| Management And General | $59,813 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,400 | TotalAmt |
| Management And General | $136,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,459 | TotalAmt |
| Program Services | $1,157,580 | ProgramServicesAmt |
| Management And General | $65,952 | ManagementAndGeneralAmt |
| Fundraising | $9,927 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,038 | TotalAmt |
| Program Services | $48,592 | ProgramServicesAmt |
| Management And General | $31,541 | ManagementAndGeneralAmt |
| Fundraising | $62,905 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,895 | TotalAmt |
| Program Services | $82,017 | ProgramServicesAmt |
| Management And General | $101,255 | ManagementAndGeneralAmt |
| Fundraising | $19,623 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,876 | TotalAmt |
| Program Services | $3,597 | ProgramServicesAmt |
| Management And General | $182,815 | ManagementAndGeneralAmt |
| Fundraising | $15,464 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,576 | TotalAmt |
| Program Services | $1,746,936 | ProgramServicesAmt |
| Management And General | $26,204 | ManagementAndGeneralAmt |
| Fundraising | $1,436 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,795 | TotalAmt |
| Program Services | $9,305 | ProgramServicesAmt |
| Management And General | $28,628 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,703 | TotalAmt |
| Program Services | $19,438 | ProgramServicesAmt |
| Management And General | $39,866 | ManagementAndGeneralAmt |
| Fundraising | $1,399 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,986,917 | TotalAmt |
| Program Services | $1,986,917 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,348,583 | TotalAmt |
| Management And General | $4,348,583 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $752,696 | TotalAmt |
| Management And General | $752,696 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIETARY SUPPLIES | $1,890,690 | $1,890,690 | ||
| OTHER SUPPLIES | $653,284 | $622,840 | $29,533 | $911 |
| HEALTHCARE SUPPLIES | $112,332 | $112,332 | ||
| MINOR EQUIPMENT | $77,633 | $58,893 | $18,740 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,293 | TotalAmt |
| Program Services | $129,897 | ProgramServicesAmt |
| Management And General | $83,571 | ManagementAndGeneralAmt |
| Fundraising | $50,825 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,909,173 | TotalAmt |
| Program Services | $16,856,183 | ProgramServicesAmt |
| Management And General | $8,776,942 | ManagementAndGeneralAmt |
| Fundraising | $276,048 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,400,211 | BOYAmt |
| EOY | $4,368,480 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $522 | BOYAmt |
| EOY | $1,057,458 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45 | BOYAmt |
| EOY | $36,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,961 | BOYAmt |
| EOY | $97,707 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,367 | BOYAmt |
| EOY | $124,908 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,937 | BOYAmt |
| EOY | $537,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,477,145 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,530,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,367,568 | BOYAmt |
| EOY | $76,946,511 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,065,420 | BOYAmt |
| EOY | $48,662,428 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,608 | BOYAmt |
| EOY | $2,528,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,267,639 | BOYAmt |
| EOY | $134,360,370 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,289 | BOYAmt |
| EOY | $2,918,969 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,571,312 | BOYAmt |
| EOY | $49,116,774 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,058,599 | BOYAmt |
| EOY | $51,961,556 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,127 | BOYAmt |
| EOY | $1,007,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,727,327 | BOYAmt |
| EOY | $105,005,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,711,532 | BOYAmt |
| EOY | $24,525,154 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,737 | BOYAmt |
| EOY | $3,295,667 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,494,043 | BOYAmt |
| EOY | $1,534,302 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,540,312 | BOYAmt |
| EOY | $29,355,123 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,267,639 | BOYAmt |
| EOY | $134,360,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,487,779 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $347,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,763 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $942,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $751,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $624,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,208,924 | CurrentTaxYearAmt |
| Total | $4,327,190 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,475,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,670,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,490,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,901,290 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,655,355 | CurrentTaxYearAmt |
| Total | $114,192,966 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,275,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,612,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,242,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,525,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,864,279 | CurrentTaxYearAmt |
| Total | $118,520,156 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $10,210 | CurrentTaxYearMinus2YearsAmt |
| Total | $10,210 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,382,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,008,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,732,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,368,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,928,264 | CurrentTaxYearAmt |
| Total | $9,420,393 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,382,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,008,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,742,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,368,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,928,264 | CurrentTaxYearAmt |
| Total | $9,430,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $109,089,553 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $806,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $857,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $819,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $812,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $804,904 | CurrentTaxYearAmt |
| Total | $4,100,271 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $806,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $857,351 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $819,519 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $812,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $804,904 | CurrentTaxYearAmt |
| Total | $4,100,271 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,651 | CurrentTaxYearMinus4YearsAmt |
| Total | $28,651 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,590,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $465,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $868,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $979,986 | CurrentTaxYearAmt |
| Total | $4,974,042 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,701,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,935,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,131,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,205,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,649,169 | CurrentTaxYearAmt |
| Total | $127,623,120 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.84640 | PublicSupportPY509Pct |
| Investment Income CY | 0.03210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03930 | 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 |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THIS AMOUNT REPRESENTS THE PORTION OF MEMBERSHIP DUES ATTRIBUTABLE TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,199,789 | BeginningYearBalanceAmt |
| Contributions | $40,259 | ContributionsAmt |
| Investment Earnings Or Losses | $248,070 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,500 | AdministrativeExpensesAmt |
| End Year Balance | $2,483,618 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,971,626 | BeginningYearBalanceAmt |
| Contributions | $7,641 | ContributionsAmt |
| Investment Earnings Or Losses | $225,022 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,500 | AdministrativeExpensesAmt |
| End Year Balance | $2,199,789 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,940,168 | BeginningYearBalanceAmt |
| Contributions | $44,405 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,447 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,500 | AdministrativeExpensesAmt |
| End Year Balance | $1,971,626 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,629,579 | BeginningYearBalanceAmt |
| Contributions | $180,635 | ContributionsAmt |
| Investment Earnings Or Losses | $134,454 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,500 | AdministrativeExpensesAmt |
| End Year Balance | $1,940,168 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,328,711 | BeginningYearBalanceAmt |
| Contributions | $12,442 | ContributionsAmt |
| Investment Earnings Or Losses | $288,426 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,629,579 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.61780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,570,020 | InvestmentCostOrOtherBasisAmt |
| Book Value | $13,570,020 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $92,804,636 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $35,873,510 | DepreciationAmt |
| Book Value | $56,931,126 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,208,083 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $8,235,050 | DepreciationAmt |
| Book Value | $4,973,033 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,894,406 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $422,074 | DepreciationAmt |
| Book Value | $1,472,332 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,946,511 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS | $34,680,326 | F |
| ASSETS LIMITED AS TO USE | $13,146,365 | F |
| FIDUCIARY ASSETS | $835,737 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,662,428 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES | $560,850 |
| OTHER LIABILITIES | $447,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,007,948 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,723,984 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $347,795 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$20,763 | OtherRevenueAmt |
| Revenue Not Reported | $327,032 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,396,952 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,396,952 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,909,173 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,909,173 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,909,173 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL, STRIVE FOR CONSISTENT ABSOLUTE RETURNS, PRESERVE PURCHASING POWER BY STRIVING FOR LONG-TERM RETURNS WHICH EITHER MATCH OR EXCEED THE SET PAYOUT, CONTROL FEES AND INFLATION WITHOUT PUTTING THE PRINCIPAL VALUE AT IMPRUDENT RISK, AND DIVERSIFY INVESTMENTS CONSISTENT WITH COMMONLY ACCEPTED INDUSTRY STANDARDS TO MINIMIZE THE RISK OF LARGE LOSSES. |
| PART X, LINE 2: | BISHOP GADSDEN IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. BISHOP GADSDEN QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). BISHOP GADSDEN FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD ITS TAX STATUS BE CHALLENGED IN THE FUTURE, THE 2010 - 2012 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE OR OTHER TAXES. EFFECTIVE JANUARY 1, 2009, BISHOP GADSDEN ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE FINALIZED. THE ADOPTION OF THIS STANDARD HAD NO SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN MARKET VALUE OF INTEREST RATE SWAP CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -20,763. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Cash Grant | $360,289 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ASSISTANCE IS GIVEN TO RESIDENTS WHO QUALIFY FOR RESIDENCY IN EVERY WAY EXCEPT FINANCIAL. ALL PROSPECTIVE RESIDENTS SEEKING FINANCIAL ASSISTANCE UNDERGO THE SAME SCREENING THAT ALL OTHER PROSPECTIVES RESIDENTS DO. IF A CURRENT RESIDENT SEEKS FINANCIAL ASSISTANCE, BISHOP GADSDEN REQUIRES AN UPDATE OF HIS/HER CONFIDENTIAL FINANCIAL INFORMATION. WE MAY ALSO REQUIRE FURTHER DOCUMENTS IN THE FORM OF TAX RETURNS AND/OR BANK STATEMENTS. A RESIDENT IS NEVER ASKED TO LEAVE BISHOP GADSDEN IF HE/SHE OUTLIVES RESOURCES THROUGH NO FAULT OF HIS/HER OWN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| C WILLIAM TRAWICK | ||||||||||||||
| PRESIDENT/CEO | $197,815 | $0 | $15,000 | $0 | $44,545 | $0 | $27,395 | $0 | $8,196 | $0 | $292,951 | $0 | $0 | $0 |
| SARAH E H TIPTON | ||||||||||||||
| VICE PRESIDENT/COO | $103,164 | $0 | $10,000 | $0 | $17,500 | $0 | $22,388 | $0 | $7,249 | $0 | $160,301 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | C. WILLIAM TRAWICK (PRESIDENT/CEO) AND SARAH E.H. TIPTON (VICE PRESIDENT/COO) PARTICIPATE IN 457(B) AND 401(K) DEFERRED COMPENSATION PLANS. AT THE END OF THE YEAR THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE 457(B) PLANS WERE $17,000 AND $17,000, RESPECTIVELY. ALSO, AT THE END OF THE YEAR THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE 401(K) PLANS WERE $10,395 AND $5,388, RESPECTIVELY. THIS COMPENSATION IS REFLECTED AS PART OF THE DEFERRED COMPENSATION REPORTED ON FORM 990, PART VII AND IN SCHEDULE J, PART II, COLUMN (C). |
| SCHEDULE J: | EXPLANATION OF COMPENSATION FOR C. WILLIAM TRAWICK, PRESIDENT/CEO: BASE COMPENSATION: THE BOARD FINANCE/EXECUTIVE COMPENSATION COMMITTEE ANNUALLY REVIEWS NATIONAL INDUSTRY COMPENSATION DATA FROM LEADINGAGE, OUR NATIONAL PROFESSIONAL ASSOCIATION, AS WELL AS FORM 990 INFORMATION FROM REGIONAL RETIREMENT COMMUNITIES WITH SIMILAR RESIDENT POPULATIONS AND REVENUES. THE TARGET HAS BEEN TO COMPENSATE EXECUTIVE MANAGEMENT IN THE 80TH PERCENTILE OF LIKE COMMUNITIES. AS PART OF THE PRESIDENT/CEO'S EMPLOYMENT CONTRACT, HE WILL RECEIVE A LIFECARE CONTRACT UPON ENTRY TO BISHOP GADSDEN, IF HE CHOOSES. THE EMPLOYMENT CONTRACT ALSO GIVES HIM THE OPTION OF FORGOING THE LIFECARE CONTRACT AND TAKING THE CASH VALUE INSTEAD. AS OF DECEMBER 31, 2013, THE PRESIDENT/CEO HAD A VESTED BALANCE OF $261, 980, ALL OF WHICH HAS BEEN PREVIOUSLY INCLUDED IN HIS W-2 WAGES AS THE AMOUNTS HAVE BECOME VESTED TO HIM. BONUS & INCENTIVE COMPENSATION: IN YEARS WHEREIN THE ORGANIZATION ACHIEVES EXCEPTIONAL OPERATIONAL EFFICIENCIES AND COST SAVINGS OR UNDERTAKES EXTRAORDINARY STRATEGIC INITIATIVES, THE BOARD MAY GRANT BONUS COMPENSATION. THIS WAS DONE IN 2013. OTHER REPORTABLE COMPENSATION: THE PRESIDENT/CEO CHOSE TO "SELL BACK" PAID TIME OFF (PTO) HOURS IN THE AMOUNT OF $12,950.40, WHICH HAD ACCUMULATED DUE TO LENGTHY TENURE. THIS WAS DONE IN ACCORDANCE WITH BISHOP GADSDEN'S PAID TIME OFF POLICY. THIS IS NON-RECURRING COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| A | 837033JV2 | 2007-04-01 | $28,867,719 | REFUNDING OF SERIES 2003 | 0 | 0 | 0 |
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| B | 837033JG5 | 2006-04-06 | $20,755,000 | CONVERSION TO FIXED RATE - SERIES 2002 | 0 | 0 | 0 |
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| C | 837033JE7 | 2002-10-01 | $20,770,000 | REFUNDING OF SERIES 1995 & 1997 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,600,000 | $28,185,000 | $2,481,940 | $542,135 | $25,843,644 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||
| B | $3,130,000 | $20,755,000 | $1,036,732 | $228,908 | $16,749,058 | 0 | 0 | Yes (1) | Yes (1) | $2,740,302 | 2003 |
| C | $5,200,000 | $20,770,000 | $1,037,562 | $229,092 | $16,760,851 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,742,495 | 2003 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.01300 | 0.01300 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.01300 | 0.01300 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.01300 | 0.01300 | 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||
| WELLS FARGO | ||||||||||||
| C | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 10.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WAS PROVIDED TO THE GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH BOARD YEAR, ALL MEMBERS OF THE BOARD OF TRUSTEES, ARE REQUIRED TO COMPLETE A "CONFLICT OF INTEREST" STATEMENT. AFTER THE STATEMENTS ARE TURNED IN, THEY ARE REVIEWED BY THE CHAIRMAN OF THE BOARD AND THE PRESIDENT/CEO WHO TAKE ACTION. EITHER THE BOARD MEMBER IS ASKED TO RESOLVE THE CONFLICT OR HE/SHE IS ASKED TO RECUSE HIM OR HERSELF FROM VOTING ON MATTERS WHERE A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO'S COMPENSATION EACH YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN MARKET VALUE OF INTEREST RATE SWAP 0. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -20,763. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |