Civic Intelligence

Deerfield Episcopal Retirement Community Inc

990 • Fiscal year 2016 • EIN 56-0614176

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 14, 2017

1617 Hendersonville rdasheville, NC 28803

(828) 274-1531

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.82x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

5.71x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

61st percentile

5.4%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

29th percentile

$318,678

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

43rd percentile

0.5%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-8.3%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Assets

Up

$234,935,944

Up $1,088,979 (+0.5%) from 2015

Net Assets

Down

$43,440,117

Down $1,541,505 (-3.4%) from 2015

Liabilities

Up

$191,495,827

Up $2,630,484 (+1.4%) from 2015

Revenue

Down

$33,529,554

Down $3,019,596 (-8.3%) from 2015

Expenses

Up

$31,710,322

Up $962,545 (+3.1%) from 2015

Net Income

Down

$1,819,232

Down $3,982,141 (-69%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $223,270,553Liabilities 2010: $192,024,906Net Assets 2010: $31,245,6472010Assets 2011: $210,633,533Liabilities 2011: $179,906,788Net Assets 2011: $30,726,7452011Assets 2012: $217,749,140Liabilities 2012: $181,238,462Net Assets 2012: $36,510,6782012Assets 2013: $227,162,893Liabilities 2013: $186,593,024Net Assets 2013: $40,569,8692013Assets 2014: $234,140,727Liabilities 2014: $189,166,241Net Assets 2014: $44,974,4862014Assets 2015: $233,846,965Liabilities 2015: $188,865,343Net Assets 2015: $44,981,6222015Assets 2016: $234,935,944Liabilities 2016: $191,495,827Net Assets 2016: $43,440,1172016Assets 2017: $223,877,676Liabilities 2017: $170,141,287Net Assets 2017: $53,736,3892017Assets 2018: $230,718,869Liabilities 2018: $167,654,573Net Assets 2018: $63,064,2962018Assets 2019: $236,202,407Liabilities 2019: $167,745,368Net Assets 2019: $68,457,0392019Assets 2020: $239,910,848Liabilities 2020: $162,460,219Net Assets 2020: $77,450,6292020Assets 2021: $251,462,186Liabilities 2021: $159,411,799Net Assets 2021: $92,050,3872021Assets 2022: $241,626,533Liabilities 2022: $161,664,509Net Assets 2022: $79,962,0242022Assets 2023: $252,466,839Liabilities 2023: $161,003,740Net Assets 2023: $91,463,0992023Assets 2024: $268,237,933Liabilities 2024: $160,384,058Net Assets 2024: $107,853,8752024

Highlighted filing

2016

Assets$234,935,944
Liabilities$191,495,827
Net Assets$43,440,117

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2010: $21,614,0932010Expenses 2011: $26,752,3112011Expenses 2012: $28,358,1392012Revenue 2013: $32,827,932Expenses 2013: $29,445,139Net Income 2013: $3,382,7932013Revenue 2014: $34,380,838Expenses 2014: $30,533,980Net Income 2014: $3,846,8582014Revenue 2015: $36,549,150Expenses 2015: $30,747,777Net Income 2015: $5,801,3732015Revenue 2016: $33,529,554Expenses 2016: $31,710,322Net Income 2016: $1,819,2322016Revenue 2017: $39,199,660Expenses 2017: $31,758,101Net Income 2017: $7,441,5592017Revenue 2018: $43,166,092Expenses 2018: $32,420,407Net Income 2018: $10,745,6852018Revenue 2019: $40,578,418Expenses 2019: $33,887,813Net Income 2019: $6,690,6052019Revenue 2020: $41,627,989Expenses 2020: $34,754,476Net Income 2020: $6,873,5132020Revenue 2021: $40,690,637Expenses 2021: $34,655,104Net Income 2021: $6,035,5332021Revenue 2022: $43,307,731Expenses 2022: $38,230,037Net Income 2022: $5,077,6942022Revenue 2023: $45,645,787Expenses 2023: $40,888,792Net Income 2023: $4,756,9952023Revenue 2024: $47,029,081Expenses 2024: $42,270,716Net Income 2024: $4,758,3652024

Highlighted filing

2016

Revenue$33,529,554
Expenses$31,710,322
Net Income$1,819,232
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 14, 2017
Return Version
2015v3.0
Gross Receipts
$35,081,701
Mission and Program Overview

Mission

The mission of deerfield episcopal retirement community, inc. Is to operate a nonprofit retirement community guided by christian ideals, to offer a continuum of care to all people, to promote independence and the highest quality of life, and to provide physical and financial security.

Lifetime care in a religious atmosphere

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$127,571,874$132,072,653▲ $4,500,779
Investments in Publicly Traded Securities$37,423,016$65,360,820▲ $27,937,804
Savings and Temporary Cash Investments$65,829,643$34,266,313▼ $31,563,330
Accounts Receivable$1,018,629$1,372,106▲ $353,477
Prepaid Expenses and Deferred Charges$147,454$169,702▲ $22,248
Inventories for Sale or Use$68,235$72,166▲ $3,931
Cash and Non-Interest-Bearing Accounts$550$550→ $0
Total Assets$233,846,965$234,935,944▲ $1,088,979
Other Assets Total$1,787,564$1,621,634▼ $165,930
Liabilities
Tax Exempt Bond Liabilities$99,866,541$98,525,547▼ $1,340,994
Deferred Revenue$81,912,974$85,574,494▲ $3,661,520
Accounts Payable and Accrued Expenses$4,470,336$4,978,002▲ $507,666
Other Liabilities$2,615,492$2,417,784▼ $197,708
Total Liabilities$188,865,343$191,495,827▲ $2,630,484
Net Assets / Fund Balance
Unrestricted Net Assets$39,891,226$37,891,994▼ $1,999,232
Permanently Rstr Net Assets$3,359,952$3,359,952→ $0
Temporarily Rstr Net Assets$1,730,444$2,188,171▲ $457,727
Total Net Assets Fund Balance$44,981,622$43,440,117▼ $1,541,505
Total Liabilities and Net Assets / Fund Balance$233,846,965$234,935,944▲ $1,088,979

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$101,747,286$39,681,133$141,428,419
Leasehold Improvements$11,535,073$9,058,617$20,593,690
Land$13,966,230-$13,966,230
Equipment$2,380,102$7,086,615$9,466,717
Other Land Buildings$2,443,962-$2,443,962
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Robert F Wernet JrPresident/CEOFT$256,897$61,781$318,678
Mr Robert ChandlerCFOFT$174,785$39,754$214,539
Mr Brian KingDirector of Health & WellnFT$112,873$18,510$131,383
Mr Matt SharpeDirector of Resident ServiFT$122,027$3,910$125,937
Mr Keith EinsmanDirector of FacilitiesFT$115,430$9,581$125,011

Board Members and Trustees

NameTitle
Mrs Chris DismukesChair
Mr Jeff CovingtonVice Chair
Dr Issaac OwolabiBoard Member
Dr Virginia TempletonBoard Member
Mr Bob BurginBoard Member
Mrs Sandra MacklemBoard Member
Rev S Ross JonesBoard Member
Rt Reverend Jose McloughlinBoard Member
Walter McconnellBoard Member
Dick JohannesBoard Member (rotated Off)
Dr Don LisnerskiBoard Member (rotated Off)
Mrs Lynn KiefferBoard Member (rotated Off)
Rt Reverend Porter TaylorBoard Member (rotated Off)
Mr John FlemingSecretary
Mr Larry HarrisTreasurer/asst. Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Jimmy White BuildersConstruction203 GOVERNORS VIEW RD, Asheville, NC 28802$7,908,006
Tennoca ConstructionConstructionPO BOX 23, Candler, NC 28715$1,052,629
mECHANICAL BUILDING SYSTEMS LLCConstructionPO BOX 765, Arden, NC 28704$665,296
Terry Melton Construction & Hvac LLCConstruction1030 OLIVETTE RD, Asheville, NC 28804$433,680
Rehabcare GroupTherapy ServicesPO BOX 503534, St Louis, MO 63150-3534$303,271
Revenue and Support

Revenue Composition

Contributions and Grants
$1,598,417
Program Service Revenue
$31,848,736
Investment Income
$-236,887
Other Revenue
$319,288
All Other Contributions
$1,598,417
Change in Net Assets
$1,819,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,240,324
Revenue Not Reported on Financial Statements
$6,289,230
Revenue Not Reported on Form 990
$2,928,493
Other Revenue Adjustments
$6,289,230
Total Revenue per Audited Statements
$30,168,817
Total Revenue per Form 990
$33,529,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,797,336
Salaries, Compensation, and Employee Benefits$12,926,583
Grants and Similar Amounts Paid$986,403
Total Fundraising Expense$110,399
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,931,222$781,799$77,138$9,790,159
Depreciation Depletion$5,229,987--$5,229,987
Interest$3,508,106--$3,508,106
Occupancy$3,204,749--$3,204,749
Other Employee Benefits$1,494,903$224,602$9,233$1,728,738
Office Expenses$1,197,552$369,178$13,738$1,580,468
Fees for Services Other$1,110,688$2,115-$1,112,803
Grants to Domestic Orgs$965,851--$965,851
Payroll Taxes$673,932$88,028$5,481$767,441
Current Officers, Directors, Trustees, and Key Employees-$533,217-$533,217
Insurance$221,682--$221,682
Fees for Service Investment Mgmnt Fees-$219,267-$219,267
Advertising-$182,369$2,062$184,431
Fees for Services Legal-$114,288-$114,288
Pension Plan Contributions$70,329$34,308$2,391$107,028
Fees for Services Accounting-$100,265-$100,265
Information Technology$87,198--$87,198
Other Expenses$65,556--$65,556
Conferences and Meetings$31,087$20,478$20$51,585
Travel$4,771$24,087$336$29,194
Grants to Domestic Individuals$20,552--$20,552
Total Functional Expenses$28,905,922$2,694,001$110,399$31,710,322

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,710,322
Total Expenses per Audited Statements$31,710,322
Total Expenses per Form 990$31,710,322
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Admission Deposits$2,417,784

Bond Issues

BondIssuerIssuedIssue PricePurpose
BNorth Carolina Medical Care Commission2008-08-13$50,035,000Refund bonds issued 3/11/04, capital exp.
ANorth Carolina Medical Care Commission2008-08-13$47,618,557CAPITAL EXPENDITURES
DNorth Carolina Medical Care Commission2016-08-10$46,440,668REFUND BONDS SERIES 2016
CNorth Carolina Medical Care Commission2014-08-05$24,160,000Refund bonds issued series 2004a, series 1997, series 2008a, and seriesb

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$50,091,224$23,875,750$2,175,000$667,457
A$47,665,307$9,699,793$45,830,000$969,444
D$45,783,663--$657,005
C$24,160,660--$284,250

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

The board of directors is elected by the executive council of the episcopal diocese of western north carolina from persons nominated by the organization's board of directors.

Form 990, Part VI, Section B, line 11

The organization provided a copy of the 990 to each board member for personal review prior to filing the return. The finance committee held a meeting to formally review and approve the 990.

Form 990, Part VI, Section B, line 12C

The compliance officer annually reviews the conflict of interest policy and that it is being followed. Board members are responsible for bringing any potential conflict of interest to attention and removing themselves from situations where there may be a potential conflict.

Form 990, Part VI, Section B, line 15

The chairman of the board and the executive committee perform an annual review of the ceo and other management officials' compensation for reasonableness by comparing compensation to amounts found on 990s of similar organizations and compensation studies.

Form 990, Part VI, Section C, line 18

The organziation's 990 are made available upon request. Also, recent filings of the form 990 are made available at www.guidestar.org.

Form 990, Part VI, Section C, line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
deerfield episcopal retirement community
EIN
56-0614176
Phone
8282741531
Address
1617 Hendersonville rd, asheville, NC 28803

Signing Officer

Name
Robert Chandler
Title
CFO
Phone
8282741531
Signed
2017-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Chandler
Formed
1955
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
445
Volunteers
120

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Loss on refunding of bond payable -6,289,230.

Form 990, Part XII, Line 2C:

The process has not changed from the prior year.

Financial Statement Notes

Part X, Line 2:

Deerfield is exempt from federal income taxes under section 501(c)(3) of the internal revenue code; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. Deerfield has determined that it does not have any material unrecognized tax benefits or obligations as of september 30, 2016 and 2015.

Part XI, Line 4B - Other Adjustments:

Loss on refunding of bond payable 6,289,230.

Raw XML AppendixShowing 400 of 878 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. ("DEERFIELD"), A NORTH CAROLINA NONPROFIT CORPORATION, WAS ORGANIZED FOR THE PURPOSE OF OPERATING A CONTINUING CARE RETIREMENT COMMUNITY. DEERFIELD IS GOVERNED BY A BOARD OF DIRECTORS, WHICH IS COMPOSED OF INDEPENDENT CIVIC LEADERS WHO SERVE WITHOUT COMPENSATION.REV. RUL. 72-124, 1972-1 C.B. 145, SETS OUT REQUIREMENTS THAT "HOMES FOR THE AGED" MUST MEET TO QUALIFY FOR SECTION 510(C)(3) EXEMPTION. THE INTERNAL REVENUE SERVICE PROVIDED THE FOLLOWING REQUIREMENTS: (1) SATISFACTION OF THE NEED FOR HOUSING THROUGH THE PROVISION OF EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS, AND SIMILAR NEEDS OF AGED PERSONS; (2) SATISFACTION OF THE NEED FOR HEALTH CARE THROUGH PROVISION OF PHYSICAL AND MENTAL HEALTH SERVICES DIRECTLY OR THROUGH CONTINUING ARRANGEMENTS WITH OUTSIDE ORGANIZATIONS; AND (3) SATISFACTION OF THE NEED FOR FINANCIAL SECURITY THROUGH MAINTAINING IN RESIDENCE ANY PERSONS WHO BECOME UNABLE TO PAY THEIR REGULAR CHARGE AND THROUGH PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. DEERFIELD SATISFIES ALL THREE REQUIREMENTS.IN CONJUNCTION WITH ITS COMMITMENT TO MAINTAINING PERSONS IN RESIDENCE WHO BECOME UNABLE TO PAY, DEERFIELD HAS ESTABLISHED A BENEVOLENT ASSISTANCE FUND, WHICH IS USED FOR THE EXCLUSIVE PURPOSE OF PROVIDING ASSISTANCE TO RESIDENTS IN NEED. SUCH RESIDENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE RESIDENT AND SUBSEQUENT REVIEW AND ANALYSIS. DURING THE YEAR ENDED SEPTEMBER 30, 2016, THE CHARGES FORGONE RELATED TO DEERFIELD'S BENEVOLENT ASSISTANCE PROGRAM WERE APPROXIMATELY $501,000.EXCEPT FOR SOME PRE-EXISTING FEE-FOR-SERVICE CONTRACTS, DEERFIELD OPERATES UNDER THE "LIFE CARE" CONCEPT WHEREBY RESIDENTS ENTER INTO AN AGREEMENT WITH THE ORGANIZATION THAT SPECIFIES THE SERVICES AND FACILITIES TO BE PROVIDED TO THE RESIDENT OVER HIS OR HER REMAINING LIFE. THE AGREEMENT REQUIRES PAYMENT OF A ONE-TIME ENTRANCE FEE AND DEERFIELD'S MONTHLY SERVICE FEES. UNDER THE AGREEMENT, DEERFIELD HAS THE ABILITY TO INCREASE FEES AS DEEMED NECESSARY.IN FURTHERANCE OF ITS CHARITABLE PURPOSE, DEERFIELD PROVIDES MEETING AND OFFICE SPACE FOR THREE NON-PROFIT ORGANIZATIONS ON ITS GROUNDS. THE ANNUAL RENTAL INCOME FOREGONE IS VALUED AT AN ESTIMATED $303,300 DURING THE YEAR ENDED SEPTEMBER 30, 2016.DEERFIELD ALSO PROVIDES NUMEROUS COMMUNITY BENEFITS WHICH INCLUDE CHARITABLE DONATIONS AND DONATED VOLUNTEER SERVICES IN THE AMOUNTS OF $883,000 DURING THE YEAR ENDED SEPTEMBER 30, 2016.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1638254
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt193910
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IRS990/Form990PartVIISectionAGrp/PersonNm1MR JEFF COVINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm2MR LARRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JOHN FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm4RT REVEREND PORTER TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm5WALTER MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6MR BOB BURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm7DR VIRGINIA TEMPLETON
IRS990/Form990PartVIISectionAGrp/PersonNm8DICK JOHANNES
IRS990/Form990PartVIISectionAGrp/PersonNm9REV S ROSS JONES
IRS990/Form990PartVIISectionAGrp/PersonNm10MRS SANDRA MACKLEM
IRS990/Form990PartVIISectionAGrp/PersonNm11RT REVEREND JOSE MCLOUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm12DR ISSAAC OWOLABI
IRS990/Form990PartVIISectionAGrp/PersonNm13DR DON LISNERSKI
IRS990/Form990PartVIISectionAGrp/PersonNm14MRS LYNN KIEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm15MR ROBERT F WERNET JR
IRS990/Form990PartVIISectionAGrp/PersonNm16MR ROBERT CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm17MR KEITH EINSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18MR BRIAN KING
IRS990/Form990PartVIISectionAGrp/PersonNm19MR MATT SHARPE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/ASST. SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER (ROTATED OFF)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER (ROTATED OFF)
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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER (ROTATED OFF)
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER (ROTATED OFF)
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF HEALTH & WELLN
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF RESIDENT SERVI
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0986403
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020552
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020552
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0965851
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0965851
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06518
IRS990/GrossReceiptsAmt035081701
IRS990/GrossRentsGrp/RealAmt0303286
IRS990/GrossSalesOfInventoryAmt015069
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt087198
IRS990/InformationTechnologyGrp/TotalAmt087198
IRS990/InsuranceGrp/ProgramServicesAmt0221682
IRS990/InsuranceGrp/TotalAmt0221682
IRS990/InterestGrp/ProgramServicesAmt03508106
IRS990/InterestGrp/TotalAmt03508106
IRS990/InventoriesForSaleOrUseGrp/BOYAmt068235
IRS990/InventoriesForSaleOrUseGrp/EOYAmt072166
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01294569
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt037423016
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IRS990/InvestTaxExemptBondsInd00
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. IS TO OPERATE A NONPROFIT RETIREMENT COMMUNITY GUIDED BY CHRISTIAN IDEALS, TO OFFER A CONTINUUM OF CARE TO ALL PEOPLE, TO PROMOTE INDEPENDENCE AND THE HIGHEST QUALITY OF LIFE, AND TO PROVIDE PHYSICAL AND FINANCIAL SECURITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt01197552
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IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0224602
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01494903
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IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/Desc2Resident Events
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IRS990/OtherExpensesGrp/ProgramServicesAmt1318772
IRS990/OtherExpensesGrp/ProgramServicesAmt265556
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IRS990/OtherExpensesGrp/TotalAmt1318772
IRS990/OtherExpensesGrp/TotalAmt265556
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08931222
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0673932
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IRS990/PensionPlanContributionsGrp/FundraisingAmt02391
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt034308
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070329
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03359952
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0147454
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0169702
IRS990/PrincipalOfficerNm0ROBERT K CHANDLER

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$268$160$108$47.0$42.3$4.76
2023Summary only. Only limited summary data is available for this year.$252$161$91.5$45.6$40.9$4.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$242$162$80.0$43.3$38.2$5.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$251$159$92.1$40.7$34.7$6.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$240$162$77.5$41.6$34.8$6.87
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$236$168$68.5$40.6$33.9$6.69
2018Summary only. Only limited summary data is available for this year.$231$168$63.1$43.2$32.4$10.7
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$170$53.7$39.2$31.8$7.44
2016Detailed filing. Detailed filing data is available for this year.$235$191$43.4$33.5$31.7$1.82
2015Detailed filing. Detailed filing data is available for this year.$234$189$45.0$36.5$30.7$5.80
2014Detailed filing. Detailed filing data is available for this year.$234$189$45.0$34.4$30.5$3.85
2013Summary only. Only limited summary data is available for this year.$227$187$40.6$32.8$29.4$3.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$181$36.5$28.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$211$180$30.7$26.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$223$192$31.2$21.6
Peer Organizations

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