BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY (EIN 57-0337132)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349300913
- Schema version
- 2011v1.2
- 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 D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T09:47:48-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570337132 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EPISCOPAL CHURCH HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 8437623300 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN LEGARE | Name |
| Title | CFO | Title |
| Phone | 8434066345 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W JOHNS | Name |
| PTIN | P00535091 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP GADSDEN RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | C WILLIAM TRAWICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 26198462 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BISHOPGADSDEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HOUSING AND OTHER HEALTH CARE SERVICES THROUGH OPERATION OF A RETIREMENT FACILITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 456 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 942474 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 751759 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21670289 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23490279 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 987620 | InvestmentIncomePriorYear |
| Investment Income Current Year | 795485 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 465272 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1069958 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24065655 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26107481 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 133433 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 175034 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10880074 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11124066 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 215652 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13383849 | OtherExpensePriorYear |
| Other Expenses Current Year | 13272019 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24397356 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24571119 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -331701 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1536362 | RevenuesLessExpensesCY |
| Total Assets BOY | 128455524 | TotalAssetsBOY |
| Total Assets EOY | 128018302 | TotalAssetsEOY |
| Total Liabilities BOY | 110971327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 109766714 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17484197 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18251588 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOUNDED BY THE FOURTH EPISCOPAL BISHOP OF SOUTH CAROLINA IN 1850 AND AFFILIATED WITH THE DIOCESE OF SOUTH CAROLINA FROM THAT TIME FORWARD, THE EPISCOPAL CHURCH HOME (D/B/A BISHOP GADSDEN) 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17491641 | Expense |
| Revenue | 24518649 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 175034 | Expense |
| Grants | 175034 | Grants |
| Description | RESIDENT ASSISTANCE PROGRAM:BISHOP GADSDEN HAS A LONG HISTORY OF CHARITY CARE GOING BACK TO THE FOUNDER'S VISION OF THE EPISCOPAL CHURCH HOME FOR WIDOWS AND ORPHANS, THE PRECURSOR OF THE PRESENT DAY EPISCOPAL CHURCH HOME. THE BOARD AND ADMINISTRATION OF BISHOP GADSDEN ARE DEDICATED TO PROVIDING FINANCIAL SECURITY TO ALL RESIDENTS. IT IS THEIR INTENTION THAT NO RESIDENT WILL BE ASKED TO LEAVE BISOP GADSDEN FOR FINANCIAL REASONS OUTSIDE HIS OR HER CONTROL. BISHOP GADSDEN ALSO EXTENDS ASSISTANCE TO INCOMING RESIDENTS, ACTING ON THE FIRM BELIEF THAT REMOVING ECONOMIC BARRIERS TO RESIDENCY IS PART OF ITS MISSION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 107000 | Expense |
| Description | OUTREACH PROGRAM:BISHOP GADSDEN'S RESIDENTS AND STAFF RECOGNIZE THE RESPONSIBILTY TO GIVE BACK IN RESPONSE TO WHAT GOD HAS GIVEN THEM. THROUGH ITS YEARLY OUTREACH PROGRAM, BISHOP GADSDEN HAS REMAINED IN TOUCH WITH THE NEEDS OF THE GREATER COMMUNITY. IN 2000 AND 2008, RESIDENTS AND STAFF FUNDED AND BUILT TWO HABITAT FOR HUMANITY HOUSES. OVER THE YEARS, SIZEABLE CONTRIBUTIONS HAVE BEEN MADE TO THE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER, THE CHARLESTON AREA SENIOR CITIZENS CENTER, WHICH SERVES THE LOWEST INCOME SENIORS, THE MAGDALENE HOUSE, A SAFE HAVEN FOR WOMEN COMING OUT OF PRISON, AND THE BARRIER ISLAND FREE MEDICAL CLINIC, AN ORGANIZATION THAT PROVIDES FREE MEDICAL CARE FOR QUALIFIED LOW INCOME INDIVIDUALS LIVING ON THE BARRIERS ISLANDS AROUND CHARLESTON. IN TANDEM WITH THE YEARLY OUTREACH PROGRAM, BISHOP GADSDEN'S RESIDENTS, STAFF MEMBERS AND FAMILIES JOINTLY SUPPORT THE "GENEROUS SPIRIT PROGRAM," AN INITIATIVE THAT TARGETS LOCAL CHARITIES FIVE TIMES A YEAR. THE CAMPUS IS OPEN DURING THE YEAR TO THE GREATER COMMUNITY THROUGH WELLNESS PROGRAMS, GUEST LECTURES, CONCERTS, AND TRADITIONAL CHURCH/SYNAGOGUE SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17773675 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 456 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN LEGARE CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8434066345 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WALLACE T BONAPARTE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES T GETTYS III | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | |
| JAMES BENNETT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSANNE T HOLLOMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN A HUSSAIN | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | |
| THE REV MORRIS J LENT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR LAYTON MCCURDY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THE RT REV JC BUCHANAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WE APPLEGATE III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DOROTHY PAGLIARO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT SHIRLEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THE RT REV LAWRENCE | ||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| BARBARA CHRISTIE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR FRANK MIDDLETON | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | |
| C WILLIAM TRAWICK | ||||||
| PRESIDENT/CEO (SEE SCHEDULE J) | 50.00 | 298392 | 0 | 31737 | X | |
| SARAH E H TIPTON | ||||||
| VICE PRESIDENT | 50.00 | 116891 | 0 | 27560 | X | |
| SUSAN G LEGARE | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 126571 | 0 | 22394 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 541854 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81691 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BCBS OF SOUTH CAROLINA | |||||
| PO BOX 6000 | CHARLESTON | SC | 29260 | INSURANCE | 1292881 |
| SYSCO FOOD SERVICES | |||||
| PO BOX 9224 | CHARLESTON | SC | 29290 | FOOD SERVICES | 1218808 |
| LIBERTY CONSTRUCTION | |||||
| PO BOX 80759 | CHARLESTON | SC | 29407 | CONSTRUCTION | 829447 |
| TIS INSURANCE SERVICES INC | |||||
| PO BOX 10328 | KNOXVILLE | TN | 37939 | INSURANCE | 515802 |
| C MICHAEL POPLIN | |||||
| 958 MIKELL STREET | CHARLESTON | SC | 29412 | CONSTRUCTION | 442952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| All Other Contributions | 751759 | AllOtherContributions |
| Noncash Contributions | 118398 | NoncashContributions |
| Total Contributions | 751759 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 23490279 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23490279 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23490279 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 819519 | TotalRevenueColumn |
| Exclusion | $819,519 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41588 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41588 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41588 | TotalRevenueColumn |
| Exclusion | $41,588 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54716 | Securities |
| Other | 12231 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46088 | Securities |
| Other | 44893 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8628 | Securities |
| Other | -32662 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -24034 | TotalRevenueColumn |
| Exclusion | -$24,034 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FORFEITURES & TERM INC | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 932367 | TotalRevenueColumn |
| Related Or Exempt Function Income | 932367 | RelatedOrExemptFunctionIncome |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96003 | TotalRevenueColumn |
| Related Or Exempt Function Income | 96003 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1028370 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26107481 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24518649 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $837,073 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175034 | Total |
| Program Services | 175034 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 623545 | Total |
| Management And General | 623545 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8251687 | Total |
| Program Services | 7634353 | ProgramServices |
| Management And General | 514990 | ManagementAndGeneral |
| Fundraising | 102344 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221124 | Total |
| Program Services | 176990 | ProgramServices |
| Management And General | 40053 | ManagementAndGeneral |
| Fundraising | 4081 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1293795 | Total |
| Program Services | 1233640 | ProgramServices |
| Management And General | 48015 | ManagementAndGeneral |
| Fundraising | 12140 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 733915 | Total |
| Program Services | 646815 | ProgramServices |
| Management And General | 80135 | ManagementAndGeneral |
| Fundraising | 6965 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25720 | Total |
| Management And General | 25720 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49554 | Total |
| Management And General | 49554 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78400 | Total |
| Management And General | 78400 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1393740 | Total |
| Program Services | 1326465 | ProgramServices |
| Management And General | 52295 | ManagementAndGeneral |
| Fundraising | 14980 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121746 | Total |
| Program Services | 46370 | ProgramServices |
| Management And General | 26405 | ManagementAndGeneral |
| Fundraising | 48971 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186450 | Total |
| Program Services | 81198 | ProgramServices |
| Management And General | 92844 | ManagementAndGeneral |
| Fundraising | 12408 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126219 | Total |
| Management And General | 122489 | ManagementAndGeneral |
| Fundraising | 3730 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1819739 | Total |
| Program Services | 1794381 | ProgramServices |
| Management And General | 20244 | ManagementAndGeneral |
| Fundraising | 5114 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14560 | Total |
| Program Services | 8132 | ProgramServices |
| Management And General | 6107 | ManagementAndGeneral |
| Fundraising | 321 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71096 | Total |
| Program Services | 28196 | ProgramServices |
| Management And General | 42614 | ManagementAndGeneral |
| Fundraising | 286 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401401 | Total |
| Program Services | 2401401 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4107996 | Total |
| Management And General | 4107996 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569030 | Total |
| Management And General | 569030 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DIETARY SUPPLIES | 1767656 | 1767656 | ||
| OTHER SUPPLIES | 193204 | 173475 | 19543 | 186 |
| HEALTHCARE SUPPLIES | 105382 | 105382 | ||
| MINOR EQUIPMENT | 76874 | 67780 | 9040 | 54 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163252 | Total |
| Program Services | 106407 | ProgramServices |
| Management And General | 52773 | ManagementAndGeneral |
| Fundraising | 4072 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24571119 | Total |
| Program Services | 17773675 | ProgramServices |
| Management And General | 6581792 | ManagementAndGeneral |
| Fundraising | 215652 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5029417 | BOY |
| EOY | 5053700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1789129 | BOY |
| EOY | 181 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112647 | BOY |
| EOY | 18000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162122 | BOY |
| EOY | 157714 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100514 | BOY |
| EOY | 103273 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 569079 | BOY |
| EOY | 452223 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 114460733 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36817909 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78484280 | BOY |
| EOY | 77642824 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38700609 | BOY |
| EOY | 41816240 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3507727 | BOY |
| EOY | 2774147 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128455524 | BOY |
| EOY | 128018302 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1771141 | BOY |
| EOY | 2130822 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46953180 | BOY |
| EOY | 48458880 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60903809 | BOY |
| EOY | 58035742 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1343197 | BOY |
| EOY | 1141270 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110971327 | BOY |
| EOY | 109766714 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14076506 | BOY |
| EOY | 14837511 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1965694 | BOY |
| EOY | 1927675 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1441997 | BOY |
| EOY | 1486402 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17484197 | BOY |
| EOY | 18251588 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128455524 | BOY |
| EOY | 128018302 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1536362 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -768971 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 949394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 540500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 799513 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 942474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 751759 | CurrentTaxYear |
| Total | 3983640 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21635541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20045977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20475753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21670289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23490279 | CurrentTaxYear |
| Total | 107317839 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22584935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20586477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21275266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22612763 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24242038 | CurrentTaxYear |
| Total | 111301479 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 10210 | CurrentTaxYear |
| Total | 10210 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 728160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1405368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2382922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2008245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1732645 | CurrentTaxYear |
| Total | 8257340 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 728160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1405368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2382922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2008245 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1742855 | CurrentTaxYear |
| Total | 8267550 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 103033929 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1966300 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1566837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 806417 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 857351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 819519 | CurrentTaxYear |
| Total | 6016424 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1966300 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1566837 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 806417 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 857351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 819519 | CurrentTaxYear |
| Total | 6016424 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3104 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28651 | CurrentTaxYearMinus2Years |
| Total | 31755 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1509960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1590751 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 465272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1069958 | CurrentTaxYear |
| Total | 4727119 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24642413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23666378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23701085 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23935386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26131515 | CurrentTaxYear |
| Total | 122076777 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84400 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84340 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04930 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06020 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1940168 | BeginningOfYearBalance |
| Contributions | 44405 | Contributions |
| Investment Earnings Or Losses | -8447 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4500 | AdministrativeExpenses |
| End Of Year Balance | 1971626 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1629579 | BeginningOfYearBalance |
| Contributions | 180635 | Contributions |
| Investment Earnings Or Losses | 134454 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4500 | AdministrativeExpenses |
| End Of Year Balance | 1940168 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1328711 | BeginningOfYearBalance |
| Contributions | 12442 | Contributions |
| Investment Earnings Or Losses | 288426 | InvestmentEarningsOrLosses |
| End Of Year Balance | 1629579 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1314650 | BeginningOfYearBalance |
| Contributions | 14061 | Contributions |
| End Of Year Balance | 1248920 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.75000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1840646 | OtherCostOrOtherBasis |
| Book Value | 1840646 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90441058 | OtherCostOrOtherBasis |
| Depreciation | 26229919 | Depreciation |
| Book Value | 64211139 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11491438 | OtherCostOrOtherBasis |
| Depreciation | 6871691 | Depreciation |
| Book Value | 4619747 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10687591 | OtherCostOrOtherBasis |
| Depreciation | 3716299 | Depreciation |
| Book Value | 6971292 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 77642824 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS | 26977181 | F |
| ASSETS LIMITED AS TO USE | 14017445 | F |
| FIDUCIARY ASSETS | 821614 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 41816240 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP AGREEMENT | $207,246 |
| GIFT ANNUITIES | $652,391 |
| OTHER LIABILITIES | $281,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1141270 | TotalOfAmounts |
| Total Revenue | 26107481 | TotalRevenue |
| Total Expenses | 24571119 | TotalExpenses |
| Excess Or Deficit For Year | 1536362 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -957115 | NetUnrealizedGLOnInvestments |
| Other | $188,144 | OtherAmount |
| Total Adjustments | -768971 | TotalAdjustments |
| Excess Or Deficit Per FS | 767391 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 25332124 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -803991 | NetUnrealizedGainsInvestments |
| Other Revenues | 616562 | OtherRevenues |
| Revenue Not Rptd F990 | -187429 | RevenueNotRptdF990 |
| Revenue Subtotal | 25519553 | RevenueSubtotal |
| Other Revenues Not Included | 587928 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 587928 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26107481 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24571119 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24571119 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24571119 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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, FEES AND INFLATION WITHOUT PUTTING THE PRINCIPAL VALUE AT IMPRUDENT RISK, AND DIVERSIFY INVESTMENTS CONSISTENT WITH COMMONLY ACCEPTED INDUSTRY STANDARD TO MINIMIZE THE RISK OF LARGE LOSSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2007 - 2010 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, 2011 AND 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN MARKET VALUE OF INTEREST RATE SWAP -50,406. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 238,550. TOTAL TO SCHEDULE D, PART XI, LINE 8: 188,144. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 428,418. CHANGE IN MARKET VALUE OF INTEREST RATE SWAP -50,406. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 238,550. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 494,569. RESTRICTED INVESTMENT INCOME 93,359. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 175034 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | C WILLIAM TRAWICK | NamePerson |
| Base Compensation Filing Org | 205833 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 37180 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 55379 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 26589 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5148 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 330129 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | 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 VESTING PERIOD IS 15 YEARS TO EARN THE CONTRACT, AND HE RECOGNIZES A PORTION OF THE CONTRACT PRICE EVERY YEAR AS COMPENSATION. 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 2011. OTHER REPORTABLE COMPENSATION: THE PRESIDENT/CEO CHOSE TO "SELL BACK" PAID TIME OFF (PTO) HOURS IN THE AMOUNT OF $53,029.60, 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| SC JEDA | ||||||
| 837033JV2 | 2007-04-01 | 28185000 | REFUNDING OF SERIES 2003 | 0 | 0 | 0 |
| SC JEDA | ||||||
| 837033JG5 | 2006-04-06 | 20755000 | CONVERSION TO FIXED RATE - SERIES 2002 | 0 | 0 | 0 |
| SC JEDA | ||||||
| 837033JE7 | 2002-10-01 | 20770000 | REFUNDING OF SERIES 1995 & 1997. $6M EXPANSION - HEALTHCARE | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|
| 28185000 | 522738 | 1 | 0 | 1 | 1 | ||
| 20755000 | 0 | 0 | 1 | 1 | |||
| 20770000 | 2999932 | 1 | 0 | 1 | 1 | 600000 | 2003 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | |||
| WELLS FARGO | ||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 10.000000000000 | 0 | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | JEWELRY | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 118398 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE ANNUAL REPORT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -957,115. CHANGE IN MARKET VALUE OF INTEREST RATE SWAP -50,406. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 238,550. TOTAL TO FORM 990, PART XI, LINE 5: -768,971. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS USED HAS NOT CHANGED FROM THE PRIOR YEAR. |