Civic Intelligence

Deerfield Episcopal Retirement Community Inc

990 • Fiscal year 2019 • EIN 56-0614176

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 14, 2020

Organization ProfileWWW.DEERFIELDWNC.ORG

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1617 Hendersonville RoadAsheville, NC 28803

(828) 274-1531

Siviq Scores

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

Liabilities / Assets

79th percentile

0.71x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

4.13x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$420,981

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

40th percentile

2.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-6.0%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$236,202,407

Up $5,483,538 (+2.4%) from 2018

Net Assets

Up

$68,457,039

Up $5,392,743 (+8.6%) from 2018

Liabilities

Up

$167,745,368

Up $90,795 (+0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin77th percentile

Revenue

Down

$40,578,418

Down $2,587,674 (-6.0%) from 2018

Expenses

Up

$33,887,813

Up $1,467,406 (+4.5%) from 2018

Net Income

Down

$6,690,605

Down $4,055,080 (-38%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2019

Assets$236,202,407
Liabilities$167,745,368
Net Assets$68,457,039
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$40,578,418
Expenses$33,887,813
Net Income$6,690,605
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Gross Receipts
$40,591,384
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$133,012,014$131,419,907▼ $1,592,107
Investments in Publicly Traded Securities$80,912,770$87,429,843▲ $6,517,073
Savings and Temporary Cash Investments$14,111,785$14,682,260▲ $570,475
Accounts Receivable$1,346,200$1,572,376▲ $226,176
Prepaid Expenses and Deferred Charges$211,055$156,439▼ $54,616
Inventories for Sale or Use$85,755$89,344▲ $3,589
Cash and Non-Interest-Bearing Accounts$554$556▲ $2
Total Assets$230,718,869$236,202,407▲ $5,483,538
Other Assets Total$1,038,736$851,682▼ $187,054
Liabilities
Deferred Revenue$99,928,894$102,160,652▲ $2,231,758
Tax Exempt Bond Liabilities$62,447,649$59,271,201▼ $3,176,448
Accounts Payable and Accrued Expenses$4,020,273$4,757,762▲ $737,489
Other Liabilities$1,257,757$1,555,753▲ $297,996
Total Liabilities$167,654,573$167,745,368▲ $90,795
Net Assets / Fund Balance
Unrestricted Net Assets$55,635,843$61,137,193▲ $5,501,350
Permanently Rstr Net Assets$3,707,279$7,319,846▲ $3,612,567
Temporarily Rstr Net Assets$3,721,174$0▼ $3,721,174
Total Net Assets Fund Balance$63,064,296$68,457,039▲ $5,392,743
Total Liabilities and Net Assets / Fund Balance$230,718,869$236,202,407▲ $5,483,538

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$97,659,419$50,672,685$148,332,104
Leasehold Improvements$17,337,560$12,932,651$30,270,211
Land$13,966,230-$13,966,230
Equipment$1,766,533$9,169,488$10,936,021
Other Land Buildings$690,165-$690,165
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Robert F Wernet JrPresident/CEOFT$296,208$124,773$420,981
Mr Robert ChandlerCFOFT$200,393$72,331$272,724
Mr Matt SharpeDirector of Resident ServiFT$153,077$26,725$179,802
Mr Keith EinsmanDirector of FacilitiesFT$131,890$31,692$163,582
Mr Brian KingDirector of Health & WellnFT$122,385$35,701$158,086
Ms Kate PhillipsDirector of AccountingFT$112,022$19,537$131,559
Ms Cindy ClampettDirector of NursingFT$115,014$8,460$123,474

Board Members and Trustees

NameTitle
Mr Jeff CovingtonChair
Mr Bob BurginVice-chair
Dr Issaac OwolabiBoard Member
Mr Bill ClontzBoard Member
Mr Eugene CarrBoard Member
Mr Glen MayesBoard Member
Mr Jack IngersolBoard Member
Mr John GregBoard Member
Mr Walter McconnellBoard Member
Mrs Chris DismukesBoard Member
Mrs Roba WhiteleyBoard Member
Mrs Suzanne DawkinsBoard Member
Rev S Ross JonesBoard Member
Rt Reverend Jose McloughlinBoard Member
Dr Virginia TempletonSecretary
Mr Larry HarrisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mechanical Building Systems LLCConstructionPO BOX 765, Arden, NC 28704$930,978
Jimmy White BuildersConstruction5 MILL RACE LANE, Swannanoa, NC 28778$815,142
Cornerstone Electrical ServicesElectrician120 PEARL LANE, Mars Hill, NC 28754$444,377
Appalachian PavingPaving Services200 MELODY CIRCLE, Swannanoa, NC 28778$335,298
Ici Door ControlAutomatic Door InstallationPO BOX 556, Candler, NC 28715$317,573
Revenue and Support

Revenue Composition

Contributions and Grants
$1,145,703
Program Service Revenue
$35,935,168
Investment Income
$3,178,818
Other Revenue
$318,729
All Other Contributions
$1,145,703
Change in Net Assets
$6,690,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,578,418
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,120,502
Total Revenue per Audited Statements
$39,457,916
Total Revenue per Form 990
$40,578,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,193,372
Salaries, Compensation, and Employee Benefits$15,328,100
Grants and Similar Amounts Paid$1,366,341
Total Fundraising Expense$96,928
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,110,632$1,197,368$61,683$11,369,683
Depreciation Depletion$5,979,909--$5,979,909
Occupancy$3,038,367--$3,038,367
Other Employee Benefits$1,880,195$353,135$7,896$2,241,226
Interest$1,919,701--$1,919,701
Office Expenses$1,246,725$629,544$11,289$1,887,558
Grants to Domestic Orgs$1,333,091--$1,333,091
Fees for Services Other$1,234,703-$5,983$1,240,686
Payroll Taxes$727,430$108,086$4,288$839,804
Current Officers, Directors, Trustees, and Key Employees-$693,705-$693,705
Insurance$216,815--$216,815
Pension Plan Contributions$135,560$46,366$1,756$183,682
Information Technology$121,774--$121,774
Fees for Services Legal-$121,478-$121,478
Advertising-$107,094$3,377$110,471
Fees for Services Accounting-$109,238-$109,238
Conferences and Meetings$42,869$19,123$642$62,634
Other Expenses$47,691--$47,691
Grants to Domestic Individuals$33,250--$33,250
Travel$9,329$13,470$14$22,813
Total Functional Expenses$30,392,278$3,398,607$96,928$33,887,813

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,887,813
Total Expenses per Audited Statements$33,887,813
Total Expenses per Form 990$33,887,813
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$1,555,753

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$46,945,000$969,444
C$45,783,663-$325,000$657,005
B$24,160,660-$9,050,000$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
EIN
56-0614176
Phone
8282741531
Address
1617 HENDERSONVILLE ROAD, ASHEVILLE, NC 28803

Signing Officer

Name
Robert Chandler
Title
CFO
Phone
8282741531
Signed
2020-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert K Chandler
Formed
1955
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
447
Volunteers
150

Preparer

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

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, 2019 and 2018.”

Raw XML AppendixShowing 400 of 933 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, 2019, THE CHARGES FORGONE RELATED TO DEERFIELD'S BENEVOLENT ASSISTANCE PROGRAM WERE APPROXIMATELY $390,000.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, 2019.DEERFIELD ALSO PROVIDES NUMEROUS COMMUNITY BENEFITS WHICH INCLUDE CHARITABLE DONATIONS AND DONATED VOLUNTEER SERVICES IN THE AMOUNTS OF $1,230,000 DURING THE YEAR ENDED SEPTEMBER 30, 2019.
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IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF ACCOUNTING
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF FACILITIES
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF HEALTH & WELLN
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF RESIDENT SERVI
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,202,407
Liabilities
$167,745,368
Net assets
$68,457,039
Revenue
$40,578,418
Expenses
$33,887,813
Net income
$6,690,605
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
2019Detailed filing. Detailed filing data is available for this year.$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
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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