Civic Intelligence

Deerfield Episcopal Retirement Community Inc

990 • Fiscal year 2017 • EIN 56-0614176

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

Organization ProfileWWW.DEERFIELDWNC.ORG

View Organization Page

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

81st percentile

0.76x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

4.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$432,910

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

9th percentile

-4.7%

Faster asset growth than 9% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$223,877,676

Down $11,058,268 (-4.7%) from 2016

Net Assets

Up

$53,736,389

Up $10,296,272 (+24%) from 2016

Liabilities

Down

$170,141,287

Down $21,354,540 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin79th percentile

Revenue

Up

$39,199,660

Up $5,670,106 (+17%) from 2016

Expenses

Up

$31,758,101

Up $47,779 (+0.2%) from 2016

Net Income

Up

$7,441,559

Up $5,622,327 (+309%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2017

Assets$223,877,676
Liabilities$170,141,287
Net Assets$53,736,389
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

2017

Revenue$39,199,660
Expenses$31,758,101
Net Income$7,441,559
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.0
Gross Receipts
$39,216,354
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$132,072,653$134,409,919▲ $2,337,266
Investments in Publicly Traded Securities$65,360,820$70,660,717▲ $5,299,897
Savings and Temporary Cash Investments$34,266,313$15,969,730▼ $18,296,583
Accounts Receivable$1,372,106$1,479,557▲ $107,451
Prepaid Expenses and Deferred Charges$169,702$127,922▼ $41,780
Inventories for Sale or Use$72,166$101,880▲ $29,714
Cash and Non-Interest-Bearing Accounts$550$550→ $0
Total Assets$234,935,944$223,877,676▼ $11,058,268
Other Assets Total$1,621,634$1,127,401▼ $494,233
Liabilities
Deferred Revenue$85,574,494$99,297,533▲ $13,723,039
Tax Exempt Bond Liabilities$98,525,547$65,479,098▼ $33,046,449
Accounts Payable and Accrued Expenses$4,978,002$3,969,770▼ $1,008,232
Other Liabilities$2,417,784$1,394,886▼ $1,022,898
Total Liabilities$191,495,827$170,141,287▼ $21,354,540
Net Assets / Fund Balance
Unrestricted Net Assets$37,891,994$48,225,114▲ $10,333,120
Permanently Rstr Net Assets$3,359,952$3,359,952→ $0
Temporarily Rstr Net Assets$2,188,171$2,151,323▼ $36,848
Total Net Assets Fund Balance$43,440,117$53,736,389▲ $10,296,272
Total Liabilities and Net Assets / Fund Balance$234,935,944$223,877,676▼ $11,058,268

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$105,042,970$43,293,893$148,336,863
Leasehold Improvements$13,213,011$10,156,544$23,369,555
Land$13,966,230-$13,966,230
Equipment$2,154,710$7,733,720$9,888,430
Other Land Buildings$32,998-$32,998
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Robert F Wernet JrPresident/CEOFT$274,543$158,367$432,910
Mr Robert ChandlerCFOFT$181,309$99,719$281,028
Mr Brian KingDirector of Health & WellnFT$120,534$20,491$141,025
Mr Matt SharpeDirector of Resident ServiFT$132,796$3,924$136,720
Mr Keith EinsmanDirector of FacilitiesFT$121,296$13,770$135,066
Ms Kathy FosterDirector of MarketingFT$102,378$11,571$113,949

Board Members and Trustees

NameTitle
Mrs Chris DismukesChair
Mr Jeff CovingtonVice Chair
Dr Issaac OwolabiBoard Member
Dr Virginia TempletonBoard Member
Mrs Angela LeproBoard Member
Mrs Suzanne DawkinsBoard Member
Rev S Ross JonesBoard Member
Rt Reverend Jose McloughlinBoard Member
Walter McconnellBoard Member
Mr Bob BurginAssistant Treasurer
Mr John FlemingSecretary
Mr Larry HarrisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jimmy White BuildersConstruction203 GOVERNORS VIEW RD, Asheville, NC 28802$3,345,806
mECHANICAL BUILDING SYSTEMS LLCConstructionPO BOX 765, Arden, NC 28704$1,364,610
Appalachian PavingPaving Services200 MELODY CIRCLE, Swannanoa, NC 28778$390,335
Emory Electric INCElectrician ServicesPO BOX 3315, Asheville, NC 28802$388,204
Rehabcare GroupTherapy ServicesPO BOX 503534, St Louis, MO 63150-3534$289,204
Revenue and Support

Revenue Composition

Contributions and Grants
$1,440,841
Program Service Revenue
$34,680,436
Investment Income
$2,752,913
Other Revenue
$325,470
All Other Contributions
$1,440,841
Change in Net Assets
$7,441,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,199,660
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,854,713
Total Revenue per Audited Statements
$42,054,373
Total Revenue per Form 990
$39,199,660
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,111,514
Salaries, Compensation, and Employee Benefits$13,479,662
Grants and Similar Amounts Paid$1,166,925
Total Fundraising Expense$91,538
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,253,848$740,953$65,696$10,060,497
Depreciation Depletion$5,943,552--$5,943,552
Occupancy$2,868,664--$2,868,664
Interest$2,393,143--$2,393,143
Office Expenses$1,258,587$683,889$7,211$1,949,687
Other Employee Benefits$1,524,003$256,592$8,776$1,789,371
Grants to Domestic Orgs$1,148,305--$1,148,305
Fees for Services Other$1,100,587$1,250-$1,101,837
Payroll Taxes$697,256$98,669$4,712$800,637
Current Officers, Directors, Trustees, and Key Employees-$713,938-$713,938
Insurance$221,636--$221,636
Advertising-$137,398$2,834$140,232
Pension Plan Contributions$77,516$36,225$1,478$115,219
Information Technology$98,763--$98,763
Fees for Services Accounting-$90,218-$90,218
Fees for Services Legal-$82,341-$82,341
Other Expenses$55,823--$55,823
Conferences and Meetings$36,592$14,694$45$51,331
Travel$5,577$19,035$786$25,398
Grants to Domestic Individuals$18,620--$18,620
Total Functional Expenses$28,791,361$2,875,202$91,538$31,758,101

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,758,101
Total Expenses per Audited Statements$31,758,101
Total Expenses per Form 990$31,758,101
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$1,394,886

Bond Issues

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

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$47,665,307$23,875,750$46,210,000$969,444
C$45,783,663-$95,000$657,005
B$24,160,660-$4,410,000$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 11B

“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
2018-08-15
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
466
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 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, 2017 and 2016.”

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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, 2017, THE CHARGES FORGONE RELATED TO DEERFIELD'S BENEVOLENT ASSISTANCE PROGRAM WERE APPROXIMATELY $580,000.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, 2017.DEERFIELD ALSO PROVIDES NUMEROUS COMMUNITY BENEFITS WHICH INCLUDE CHARITABLE DONATIONS AND DONATED VOLUNTEER SERVICES IN THE AMOUNTS OF $1,041,000 DURING THE YEAR ENDED SEPTEMBER 30, 2017.
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IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01250
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01100587
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1259753
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1341934
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1413770
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520491
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt163924
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1711571
IRS990/Form990PartVIISectionAGrp/PersonNm0MRS CHRIS DISMUKES
IRS990/Form990PartVIISectionAGrp/PersonNm1MR JEFF COVINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm2MR LARRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JOHN FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm4MR BOB BURGIN
IRS990/Form990PartVIISectionAGrp/PersonNm5WALTER MCCONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6MRS SUZANNE DAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm7DR VIRGINIA TEMPLETON
IRS990/Form990PartVIISectionAGrp/PersonNm8REV S ROSS JONES
IRS990/Form990PartVIISectionAGrp/PersonNm9MRS ANGELA LEPRO
IRS990/Form990PartVIISectionAGrp/PersonNm10RT REVEREND JOSE MCLOUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11DR ISSAAC OWOLABI
IRS990/Form990PartVIISectionAGrp/PersonNm12MR ROBERT F WERNET JR
IRS990/Form990PartVIISectionAGrp/PersonNm13MR ROBERT CHANDLER
IRS990/Form990PartVIISectionAGrp/PersonNm14MR KEITH EINSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MR BRIAN KING
IRS990/Form990PartVIISectionAGrp/PersonNm16MR MATT SHARPE
IRS990/Form990PartVIISectionAGrp/PersonNm17MS KATHY FOSTER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16132796
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF HEALTH & WELLN
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR OF RESIDENT SERVI
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF MARKETING
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01955
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt05068
IRS990/GainOrLossGrp/SecuritiesAmt01175921
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt01166925
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018620
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018620
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01148305
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01148305
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06518
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01175921
IRS990/GrossReceiptsAmt039216354
IRS990/GrossSalesOfInventoryAmt015545
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt098763
IRS990/InformationTechnologyGrp/TotalAmt098763
IRS990/InsuranceGrp/ProgramServicesAmt0221636
IRS990/InsuranceGrp/TotalAmt0221636
IRS990/InterestGrp/ProgramServicesAmt02393143
IRS990/InterestGrp/TotalAmt02393143
IRS990/InventoriesForSaleOrUseGrp/BOYAmt072166
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0101880
IRS990/InvestmentIncomeGrp/ExclusionAmt01571924
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01571924
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt065360820
IRS990/InvestmentsPubTradedSecGrp/EOYAmt070660717
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt056
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt061184157
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0132072653
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0134409919
IRS990/LandBldgEquipCostOrOtherBssAmt0195594076
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01450
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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
IRS990/NetAssetsOrFundBalancesBOYAmt043440117
IRS990/NetAssetsOrFundBalancesEOYAmt053736389
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01180989
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01180989
IRS990/NetIncomeOrLossGrp/ExclusionAmt0301
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02854713
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt02868664
IRS990/OccupancyGrp/TotalAmt02868664
IRS990/OfficeExpensesGrp/FundraisingAmt07211
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0683889
IRS990/OfficeExpensesGrp/ProgramServicesAmt01258587
IRS990/OfficeExpensesGrp/TotalAmt01949687
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01621634
IRS990/OtherAssetsTotalGrp/EOYAmt01127401
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08776
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0256592
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01524003
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01789371
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/Desc2Resident Events
IRS990/OtherExpensesGrp/ProgramServicesAmt01820168
IRS990/OtherExpensesGrp/ProgramServicesAmt1268721
IRS990/OtherExpensesGrp/ProgramServicesAmt255823
IRS990/OtherExpensesGrp/TotalAmt01820168
IRS990/OtherExpensesGrp/TotalAmt1268721
IRS990/OtherExpensesGrp/TotalAmt255823
IRS990/OtherLiabilitiesGrp/BOYAmt02417784
IRS990/OtherLiabilitiesGrp/EOYAmt01394886
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
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IRS990/OtherRevenueTotalAmt0325169
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt065696
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0740953
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09253848
IRS990/OtherSalariesAndWagesGrp/TotalAmt010060497
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04712
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt098669
IRS990/PayrollTaxesGrp/ProgramServicesAmt0697256
IRS990/PayrollTaxesGrp/TotalAmt0800637
IRS990/PensionPlanContributionsGrp/FundraisingAmt01478
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036225
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt077516
IRS990/PensionPlanContributionsGrp/TotalAmt0115219
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03359952
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03359952
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0169702
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0127922
IRS990/PrincipalOfficerNm0ROBERT K CHANDLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Resident Fees
IRS990/ProgramServiceRevenueGrp/Desc1Amortization of Entrance Fees
IRS990/ProgramServiceRevenueGrp/Desc2ADDITIONAL RESIDENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023848551
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110397347
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2434538
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023848551
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110397347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2434538
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01598417
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0986403
IRS990/PYInvestmentIncomeAmt0-236887

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,877,676
Liabilities
$170,141,287
Net assets
$53,736,389
Revenue
$39,199,660
Expenses
$31,758,101
Net income
$7,441,559
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
2017Detailed filing. Detailed filing data is available for this year.$224$170$53.7$39.2$31.8$7.44
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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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