Civic Intelligence

Carolina Meadows Inc.

990 • Fiscal year 2012 • EIN 56-1380014

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

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

81st percentile

0.80x

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

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

87th percentile

18%

Faster asset growth than 87% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$107,516,315

Up $16,713,607 (+18%) from 2011

Net Assets

Up

$21,296,705

Up $4,624,459 (+28%) from 2011

Liabilities

Up

$86,219,610

Up $12,089,148 (+16%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,789,328

Up $1,234,625 (+4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2012

Assets$107,516,315
Liabilities$86,219,610
Net Assets$21,296,705
Open 2012 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

2012

Revenue-
Expenses$29,789,328
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Gross Receipts
$58,023,522
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 918 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/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 199,494 DAYS OF INDEPENDENT LIVING PROVIDED, 22,226 DAYS OF ASSISTED LIVING, 3,567 DAYS OF CARE IN THE MEMORY SUPPORT UNIT AND 25,953 DAYS OF SKILLED NURSING CARE. THE COMMUNITY HEALTH CLINIC SAW AN AVERAGE OF OVER 768 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 1,326 PER MONTH WITH SOME MONTHS EXCEEDING 1,460 DURING 2012. IN ADDITION, 26 REGULARLY SCHEDULED FITNESS CLASSES ARE OFFERED INCLUDING: POOL, AEROBICS, STRETCH, YOGA AND OTHERS WITH AN AVERAGE ATTENDANCE OF FOUR TO TWENTY THREE. 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 173 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 - 491, OCCUPATIONAL THERAPY - 236, SPEECH THERAPY - 111. 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, 6,200 IN THE FAIRWAYS, AND 12,300 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 7,254 WORK ORDERS FOR INDEPENDENT LIVING RESIDENTS, 2,035 IN THE HEALTH CENTER AND 2,106 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 180 INDEPENDENT LIVING RESIDENTS PER MONTH. APPROXIMATELY 1,000 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, 2012 WERE: $380,881 IN BENEVOLENT CARE, $148,348 IN CHARITABLE DONATIONS, AND $39,317 IN DONATED VOLUNTEER SERVICES.
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IRS990/GrossAmountSalesAssets/Securities025447682
IRS990/GrossReceipts058023522
IRS990/GrossRents/Real022400
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InformationTechnology/ManagementAndGeneral050001
IRS990/InformationTechnology/Total050001
IRS990/Insurance/ProgramServices027391
IRS990/Insurance/Total027391
IRS990/Interest/ProgramServices0452994
IRS990/Interest/Total0452994
IRS990/InventoriesForSaleOrUse/BOY0123654
IRS990/InventoriesForSaleOrUse/EOY0117759
IRS990/InvestmentIncomeCurrentYear01616780
IRS990/InvestmentIncome/ExclusionAmount0572547
IRS990/InvestmentIncomePriorYear01989941
IRS990/InvestmentIncome/TotalRevenueColumn0572547
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY026493025
IRS990/InvestmentsOtherSecurities/EOY029563685
IRS990/InvestTaxExemptBonds00
IRS990/LandBldgEquipmentAccumDeprec051997063
IRS990/LandBuildingsEquipmentBasis0124854055
IRS990/LandBuildingsEquipmentBasisNet/BOY061475756
IRS990/LandBuildingsEquipmentBasisNet/EOY072856992
IRS990/LessCostOthBasisSalesExpenses/Securities024403449
IRS990/LessRentalExpenses/Real00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MiscellaneousRevenue/ExclusionAmount029069
IRS990/MiscellaneousRevenue/TotalRevenueColumn029069
IRS990/MissionDescription0TO 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.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KEVIN A MCLEOD
IRS990/NbrIndependentVotingMembers013
IRS990/NbrVotingGoverningBodyMembers013
IRS990/NbrVotingMembersGoverningBody013
IRS990/NetAssetsOrFundBalancesBOY016672246
IRS990/NetAssetsOrFundBalancesEOY021296705
IRS990/NetGainOrLossInvestments/ExclusionAmount01044233
IRS990/NetGainOrLossInvestments/TotalRevenueColumn01044233
IRS990/NetRentalIncomeOrLoss/ExclusionAmount022400
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn022400
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096064
IRS990/NumberIndependentVotingMembers013
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees0495
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral0614044
IRS990/Occupancy/ProgramServices01279747
IRS990/Occupancy/Total01893791
IRS990/OfficeExpenses/ManagementAndGeneral084666
IRS990/OfficeExpenses/ProgramServices0824452
IRS990/OfficeExpenses/Total0909118
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/OnBehalfOfIssuer00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0260370
IRS990/OtherAssetsTotal/EOY0235297
IRS990/OtherEmployeeBenefits/ManagementAndGeneral0177558
IRS990/OtherEmployeeBenefits/ProgramServices01703659
IRS990/OtherEmployeeBenefits/Total01881217
IRS990/OtherExpensePriorYear012456905
IRS990/OtherExpensesCurrentYear013231826
IRS990/OtherExpenses/Description0FOOD COSTS
IRS990/OtherExpenses/Description1SHARED APPRECIATION
IRS990/OtherExpenses/Description2REPAIRS & MAINTENANCE
IRS990/OtherExpenses/Description3UPGRADES & MODIFICATION
IRS990/OtherExpenses/ManagementAndGeneral01032938
IRS990/OtherExpenses/ProgramServices01554351
IRS990/OtherExpenses/ProgramServices1941845
IRS990/OtherExpenses/ProgramServices2901445
IRS990/OtherExpenses/Total01554351
IRS990/OtherExpenses/Total11032938
IRS990/OtherExpenses/Total2941845
IRS990/OtherExpenses/Total3901445
IRS990/OtherLiabilities/BOY05655731
IRS990/OtherLiabilities/EOY04182190
IRS990/OtherRevenueCurrentYear052952
IRS990/OtherRevenueMisc/BusinessCode0623000
IRS990/OtherRevenueMisc/Description0COPIER REVENUE
IRS990/OtherRevenueMisc/ExclusionAmount01483
IRS990/OtherRevenueMisc/TotalRevenueColumn01483
IRS990/OtherRevenuePriorYear031659
IRS990/OtherSalariesAndWages/ManagementAndGeneral01461506
IRS990/OtherSalariesAndWages/ProgramServices010761895
IRS990/OtherSalariesAndWages/Total012223401
IRS990/OtherWebsite0X
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral0147613
IRS990/PayrollTaxes/ProgramServices0843940
IRS990/PayrollTaxes/Total0991553
IRS990/PensionPlanContributions/ManagementAndGeneral067840
IRS990/PensionPlanContributions/ProgramServices0299340
IRS990/PensionPlanContributions/Total0367180
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PrepaidExpensesDeferredCharges/BOY099399
IRS990/PrepaidExpensesDeferredCharges/EOY0144166
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0623000
IRS990/ProgramServiceRevenue/BusinessCode1623000
IRS990/ProgramServiceRevenue/BusinessCode2623000
IRS990/ProgramServiceRevenue/BusinessCode3623000
IRS990/ProgramServiceRevenue/BusinessCode4623000
IRS990/ProgramServiceRevenueCY031933881
IRS990/ProgramServiceRevenue/Description0INDEPENDENT LIVING REV
IRS990/ProgramServiceRevenue/Description1HEALTH CARE CENTER REV
IRS990/ProgramServiceRevenue/Description2ASSISTED LIVING REV
IRS990/ProgramServiceRevenue/Description3REFURBISHING
IRS990/ProgramServiceRevenue/Description4REMARKETING

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$107,516,315
Liabilities
$86,219,610
Net assets
$21,296,705
Revenue
-
Expenses
$29,789,328
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