Civic Intelligence

Carolina Meadows Inc.

990 • Fiscal year 2011 • EIN 56-1380014

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

Organization ProfileWWW.CAROLINAMEADOWS.ORG

View Organization Page

100 Carolina Meadows27517-8505
Siviq Scores

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

Liabilities / Assets

85th percentile

0.82x

Higher debt load relative to assets than 85% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

52nd percentile

4.4%

Faster asset growth than 52% of similar nonprofits.

2011 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$90,802,708

Up $3,864,507 (+4.4%) from 2010

Net Assets

Up

$16,672,246

Up $3,075,884 (+23%) from 2010

Liabilities

Up

$74,130,462

Up $788,623 (+1.1%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$28,554,703

Down $469,635 (-1.6%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300M$200M$100M$0-$100MAssets 2010: $86,938,201Liabilities 2010: $73,341,839Net Assets 2010: $13,596,3622010Assets 2011: $90,802,708Liabilities 2011: $74,130,462Net Assets 2011: $16,672,2462011Assets 2012: $107,516,315Liabilities 2012: $86,219,610Net Assets 2012: $21,296,7052012Assets 2013: $113,271,047Liabilities 2013: $92,149,967Net Assets 2013: $21,121,0802013Assets 2014: $110,919,633Liabilities 2014: $88,034,890Net Assets 2014: $22,884,7432014Assets 2015: $110,217,362Liabilities 2015: $87,618,380Net Assets 2015: $22,598,9822015Assets 2016: $109,226,519Liabilities 2016: $84,806,716Net Assets 2016: $24,419,8032016Assets 2017: $111,647,874Liabilities 2017: $80,116,296Net Assets 2017: $31,531,5782017Assets 2018: $109,704,331Liabilities 2018: $73,226,035Net Assets 2018: $36,478,2962018Assets 2019: $115,919,056Liabilities 2019: $164,014,677Net Assets 2019: -$48,095,6212019Assets 2020: $132,480,046Liabilities 2020: $186,689,811Net Assets 2020: -$54,209,7652020Assets 2021: $159,623,308Liabilities 2021: $210,023,760Net Assets 2021: -$50,400,4522021Assets 2022: $142,729,166Liabilities 2022: $199,455,340Net Assets 2022: -$56,726,1742022Assets 2023: $155,663,157Liabilities 2023: $207,187,355Net Assets 2023: -$51,524,1982023Assets 2024: $241,729,000Liabilities 2024: $291,595,016Net Assets 2024: -$49,866,0162024

Highlighted filing

2011

Assets$90,802,708
Liabilities$74,130,462
Net Assets$16,672,246
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $29,024,3382010Expenses 2011: $28,554,7032011Expenses 2012: $29,789,3282012Revenue 2013: $33,856,263Expenses 2013: $31,764,818Net Income 2013: $2,091,4452013Revenue 2014: $37,340,510Expenses 2014: $34,438,550Net Income 2014: $2,901,9602014Revenue 2015: $36,973,232Expenses 2015: $36,324,814Net Income 2015: $648,4182015Revenue 2016: $37,841,033Expenses 2016: $37,116,658Net Income 2016: $724,3752016Revenue 2017: $41,362,089Expenses 2017: $37,371,573Net Income 2017: $3,990,5162017Revenue 2018: $45,390,734Expenses 2018: $36,791,156Net Income 2018: $8,599,5782018Revenue 2019: $39,265,644Expenses 2019: $40,558,480Net Income 2019: -$1,292,8362019Revenue 2020: $42,204,675Expenses 2020: $42,623,166Net Income 2020: -$418,4912020Revenue 2021: $43,472,709Expenses 2021: $42,069,897Net Income 2021: $1,402,8122021Revenue 2022: $45,329,955Expenses 2022: $44,826,992Net Income 2022: $502,9632022Revenue 2023: $48,724,740Expenses 2023: $46,468,096Net Income 2023: $2,256,6442023Revenue 2024: $53,823,607Expenses 2024: $51,822,232Net Income 2024: $2,001,3752024

Highlighted filing

2011

Revenue-
Expenses$28,554,703
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Gross Receipts
$54,187,291
Mission and Program Overview

Mission

To enrich and improve the lives of residents and those connected to our community. To support our local community, invest in the future of aging, contribute to the local economy and partner on senior initiatives, as well as provide housing, health care and other related services to senior adults through the operation of a life plan community.

Filing and Contact Details

Filer

EIN
56-1380014
Raw XML AppendixShowing 400 of 873 raw XML fields

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IRS990/Description0CAROLINA MEADOWS' MISSION IS TO PROVIDE HOUSING, HEALTH AND WELLNESS SERVICES, AND SOCIAL OPPORTUNITIES FOR OLDER ADULTS IN A FINANCIALLY SECURE COMMUNITY THAT RESPECTS INDIVIDUAL DIGNITY, ENCOURAGES INDEPENDENCE, AND PROMOTES LIFE-LONG LEARNING THROUGHOUT THE SEQUENCES OF AGING.WITH REGARD TO HOUSING, THERE WERE 136,780 DAYS OF INDEPENDENT LIVING PROVIDED, 21,587 DAYS OF ASSISTED LIVING, 4,621 DAYS OF CARE IN THE MEMORY SUPPORT UNIT AND 25,311 DAYS OF SKILLED NURSING CARE. THE COMMUNITY HEALTH CLINIC SAW AN AVERAGE OF OVER 730 VISITS PER MONTH TO THE NURSE PRACTITIONERS, PHYSICIANS, AND SPECIALTY PHYSICIANS SUCH AS DERMATOLOGY AND AUDIOLOGY. MEDICAL SERVICES ARE PROVIDED TO RESIDENTS IN ALL LEVELS OF LIVING THROUGH THE CLINIC. THE FITNESS CENTER LOGGED SIGN-INS AVERAGED 1,400 PER MONTH WITH SOME MONTHS EXCEEDING 1,700 DURING 2011. IN ADDITION, 26 REGULARLY SCHEDULED FITNESS CLASSES ARE OFFERED INCLUDING: POOL, AEROBICS, STRETCH, YOGA AND OTHERS WITH AN AVERAGE ATTENDANCE OF SIX TO TWENTY TWO. THERE ARE FOUR ADDITIONAL NON-REGULAR FITNESS CLASSES AS WELL. THREE AND A HALF EMPLOYEES ARE DESIGNATED FOR THE WELLNESS PROGRAM AND ADDITIONAL SERVICES ARE PROVIDED UNDER CONTRACT. THERE ARE 217 EMPLOYEES ENROLLED IN THE WELLNESS INITIATIVE. FURTHER, A REGISTERED NURSE EVALUATES EACH INDEPENDENT LIVING RESIDENT USING A STANDARDIZED ASSESSMENT TOOL (CHA) AS PART OF PARTICIPATION IN COLLAGE (CONSORTIUM OF CCRCS). APPROXIMATELY 30 RESIDENTS ARE ASSESSED EACH MONTH. IN ADDITION TO CREATING AN INDIVIDUAL WELLNESS PLAN, DATA FROM THE ASSESSMENT IS USED IN AGGREGATE FORM ON BOTH THE COMMUNITY AND NATIONAL LEVEL FOR RESEARCH ON AGING.PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES ARE AVAILABLE UNDER CONTRACT WITH GENESIS REHAB. AVERAGE VISITS PER WEEK ARE AS FOLLOWS: PHYSICAL THERAPY - 100, OCCUPATIONAL THERAPY - 40, SPEECH THERAPY - 20. ACTIVITIES ARE ARRANGED BY BOTH STAFF AND RESIDENTS. OFFERINGS EACH MONTH ARE DESIGNED TO MEET THE FULL RANGE OF NEEDS AND INTERESTS: SOCIAL, INTELLECTUAL, SPIRITUAL, PHYSICAL AND EMOTIONAL. IN THE FAIRWAYS (ASSISTED LIVING), STAFF DESIGN AN ACTIVITIES CALENDAR WITH GROUP AND INDIVIDUAL OPPORTUNITIES. RESIDENTS ARE ENCOURAGED TO CONTINUE INTERESTS AND HOBBIES DEVELOPED OVER A LIFETIME. DESIGNATED STAFF PROVIDE ACTIVITIES IN THE GREEN, A MEMORY SUPPORT ENVIRONMENT WITHIN THE FAIRWAYS. TWO SEPARATE PROGRAMS ARE PROVIDED IN THE HEALTH CENTER (SKILLED NURSING): APPROXIMATELY 15-20 RESIDENTS WITH SEVERE MEMORY IMPAIRMENT ARE SERVED DAILY IN A SPECIFIC PROGRAM FOR THIS POPULATION WHILE 15-20 RESIDENTS PARTICIPATE DAILY IN THE PROGRAM DESIGNED FOR THOSE WHOSE COGNITION IS INTACT. DINING SERVICES PROVIDE MEALS DAILY IN ALL LEVELS OF LIVING. APPROXIMATELY 6,700 MEALS PER MONTH ARE SERVED IN THE HEALTH CENTER, 6,100 IN THE FAIRWAYS, AND 12,100 IN THE INDEPENDENT LIVING DINING VENUES.EACH YEAR, AN AVERAGE OF 35 INDEPENDENT LIVING UNITS ARE TURNED OVER. THE PHYSICAL PLANT DEPARTMENT REFURBISHES EACH UNIT TO NEW OR LIKE-NEW CONDITION. IN ADDITION, THIS DEPARTMENT COMPLETED 16,896 WORK ORDERS FOR INDEPENDENT LIVING RESIDENTS, 2,127 IN THE HEALTH CENTER AND 2,236 IN THE FAIRWAYS EXCLUSIVE OF SPECIAL PROJECTS OR TRASH PICKUP. THE ENVIRONMENTAL SERVICES DEPARTMENT, IN ADDITION TO CLEANING ALL COMMON AREAS AND DAILY SERVICE TO ALL HEALTH CENTER AND ASSISTED LIVING RESIDENTS, PROVIDES SERVICE TO APPROXIMATELY 175 INDEPENDENT LIVING RESIDENTS PER MONTH. APPROXIMATELY 1,200 PIECES OF LINEN ARE WASHED, DRIED AND IRONED DAILY FOR THE DINING ROOMS IN ADDITION TO LINENS PROVIDED IN THE HEALTH CENTER AND THE FAIRWAYS.THE ORGANIZATION IS ACTIVELY INVOLVED IN THE COMMUNITY THROUGH PARTICIPATION IN VARIOUS COMMUNITY OUTREACH, EDUCATIONAL, CHARITABLE AND VOLUNTEER PROGRAMS SPONSORED ON CAMPUS OR THROUGHOUT THE COMMUNITY AT LARGE.CHARITABLE DONATIONS AND COMMUNITY BENEFITS FOR THE YEAR ENDED DECEMBER 31, 2011 WERE: $430,899 IN BENEVOLENT CARE, $166,270 IN CHARITABLE DONATIONS, AND $2,875 IN DONATED VOLUNTEER SERVICES.
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IRS990/Form990PartVIISectionA/Title23VICE PRESIDENT DINING SERV
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$90,802,708
Liabilities
$74,130,462
Net assets
$16,672,246
Revenue
-
Expenses
$28,554,703
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$242$292$49.9$53.8$51.8$2.00
2023Detailed filing. Detailed filing data is available for this year.$156$207$51.5$48.7$46.5$2.26
2022Detailed filing. Detailed filing data is available for this year.$143$199$56.7$45.3$44.8$0.50
2021Detailed filing. Detailed filing data is available for this year.$160$210$50.4$43.5$42.1$1.40
2020Detailed filing. Detailed filing data is available for this year.$132$187$54.2$42.2$42.6$0.42
2019Detailed filing. Detailed filing data is available for this year.$116$164$48.1$39.3$40.6$1.29
2018Detailed filing. Detailed filing data is available for this year.$110$73.2$36.5$45.4$36.8$8.60
2017Detailed filing. Detailed filing data is available for this year.$112$80.1$31.5$41.4$37.4$3.99
2016Detailed filing. Detailed filing data is available for this year.$109$84.8$24.4$37.8$37.1$0.72
2015Detailed filing. Detailed filing data is available for this year.$110$87.6$22.6$37.0$36.3$0.65
2014Detailed filing. Detailed filing data is available for this year.$111$88.0$22.9$37.3$34.4$2.90
2013Detailed filing. Detailed filing data is available for this year.$113$92.1$21.1$33.9$31.8$2.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$86.2$21.3$29.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.8$74.1$16.7$28.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$86.9$73.3$13.6$29.0