Civic Intelligence

Carolina Meadows Inc.

990 • Fiscal year 2016 • EIN 56-1380014

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 25, 2017

Organization ProfileWWW.CAROLINAMEADOWS.ORG

View Organization Page

Refreshing map…

100 Carolina MeadowsChapel Hill, NC 27517-8505

(919) 942-4014

Siviq Scores

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

Liabilities / Assets

81st percentile

0.78x

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

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

Liabilities / Revenue

84th percentile

2.24x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

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

Top Officer Pay

26th percentile

$296,430

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

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

Asset Growth

35th percentile

-0.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

48th percentile

2.3%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$109,226,519

Down $990,843 (-0.9%) from 2015

Net Assets

Up

$24,419,803

Up $1,820,821 (+8.1%) from 2015

Liabilities

Down

$84,806,716

Down $2,811,664 (-3.2%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin46th percentile

Revenue

Up

$37,841,033

Up $867,801 (+2.3%) from 2015

Expenses

Up

$37,116,658

Up $791,844 (+2.2%) from 2015

Net Income

Up

$724,375

Up $75,957 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2016

Assets$109,226,519
Liabilities$84,806,716
Net Assets$24,419,803
Open 2016 Filing

Operations Trend

Revenue Growth48th percentile

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

2016

Revenue$37,841,033
Expenses$37,116,658
Net Income$724,375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 25, 2017
Return Version
2016v3.0
Gross Receipts
$38,085,763
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.

Providing housing, health care & other related services to residents through the operation of a ccrc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$81,353,107$78,605,427▼ $2,747,680
Investments Other Securities$25,599,612$25,954,312▲ $354,700
Cash and Non-Interest-Bearing Accounts$100,133$2,035,916▲ $1,935,783
Accounts Receivable$2,397,499$1,993,217▼ $404,282
Inventories for Sale or Use$358,250$334,067▼ $24,183
Prepaid Expenses and Deferred Charges$233,629$259,138▲ $25,509
Savings and Temporary Cash Investments$19,101$2,458▼ $16,643
Total Assets$110,107,829$109,226,519▼ $881,310
Other Assets Total$46,498$41,984▼ $4,514
Liabilities
Deferred Revenue$58,921,682$56,092,686▼ $2,828,996
Tax Exempt Bond Liabilities$15,015,467$14,447,367▼ $568,100
Other Liabilities$5,944,929$5,464,576▼ $480,353
Accounts Payable and Accrued Expenses$3,570,686$4,328,059▲ $757,373
Escrow Account Liability$1,635,868$2,638,316▲ $1,002,448
Mortgage Notes Payable Secured by Investment Property$2,420,215$1,835,712▼ $584,503
Total Liabilities$87,508,847$84,806,716▼ $2,702,131
Net Assets / Fund Balance
Unrestricted Net Assets$22,598,982$24,419,803▲ $1,820,821
Total Net Assets Fund Balance$22,598,982$24,419,803▲ $1,820,821
Total Liabilities and Net Assets / Fund Balance$110,107,829$109,226,519▼ $881,310

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$69,781,629$50,649,788$120,431,417
Equipment$3,447,385$5,933,459$9,380,844
Other Land Buildings$3,279,651$3,096,716$6,376,367
Land$2,096,762-$2,096,762
Other Securities$25,954,312--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin McleodChief Executive OfficerFT$280,794$13,059$293,853
Holly Jean CowardPhysician/medical DirectorPT$211,436$2,339$213,775
Gary LevineChief Financial OfficerFT$159,270$9,724$168,994
Racquel Daley-placidePhysicianPT$132,344$5,625$137,969
Joseph ZanniniVice President - Physical PlantFT$123,947$6,230$130,177
Melissa KassVice President - MarketingFT$124,064$5,196$129,260
Brad ItzkowitzVice President - Dining ServicesFT$116,005$6,192$122,197
Melissa HoganDirector of FinanceFT$109,516$2,766$112,282
Ben CornthwaiteChief Operating OfficerFT$44,636-$44,636

Board Members and Trustees

NameTitle
Dianne StimsonChair
Rosemary HutchinsonChair
Haleh ModdasserVice Chair
Betsy AhernEx Officio
Gordon BattleEx Officio
Anne KisselMember
Bob JacksonMember
Don StedmanMember
James JohnsonMember
Jb CulpepperMember
John GaborMember
Mariechen SmithMember
Philip SloaneMember
Rhodes CraverMember
Steve MichalakMember
Steve MillerMember
Steve PikeMember
William KalkhofMember
John ModisettSecretary
Joan PharrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Weaver Cooke Construction LLCConstruction ContractorPO BOX 26030, Greensboro, NC 27420$683,732
Ideal Landscaping INCLandscaping Services131 TRADITION TRAIL, Holly Springs, NC 27540$522,303
Sfcs INCArchitectural Services305 SOUTH JEFFERSON STREET, Roanoke, VA 24011$297,513
Ruston Paving CompanyPaving Services3874 SOUTH ALSTON AVENUE, Durham, NC 27713$140,714
Eastern Paint ContractorsPainting Services5617 DEPARTURE DRIVE STE 102, Raleigh, NC 27616$137,430
Revenue and Support

Revenue Composition

Contributions and Grants
$277,296
Program Service Revenue
$37,430,393
Investment Income
$105,863
Other Revenue
$27,481
All Other Contributions
$277,296
Change in Net Assets
$724,375

Audited Revenue Reconciliation

Revenue per Audited Statements
$37,841,033
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$37,841,033
Total Revenue per Form 990
$37,841,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,226,331
Other Expenses$15,998,410
Grants and Similar Amounts Paid$891,917
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,256,170$1,604,062-$14,860,232
Depreciation Depletion$4,507,750--$4,507,750
Other Employee Benefits$2,898,404$176,534-$3,074,938
Occupancy$1,630,813$784,963-$2,415,776
Fees for Services Other$1,912,793$15,916-$1,928,709
Office Expenses$1,064,791$130,269-$1,195,060
Payroll Taxes$963,952$183,747-$1,147,699
Grants to Domestic Individuals$709,385--$709,385
Current Officers, Directors, Trustees, and Key Employees$211,436$487,087-$698,523
Interest$474,385--$474,385
Pension Plan Contributions$362,754$82,185-$444,939
All Other Expenses$171,987$167,143-$339,130
Other Expenses$334,352--$334,352
Grants to Domestic Orgs$182,532--$182,532
Advertising$25,593$91,454-$117,047
Travel$61,744$33,894-$95,638
Fees for Service Investment Mgmnt Fees-$84,507-$84,507
Fees for Services Accounting-$55,435-$55,435
Fees for Services Legal$39,208$15,699-$54,907
Insurance$49,051--$49,051
Conferences and Meetings$18,400$13,357-$31,757
Information Technology-$29,987-$29,987
Total Functional Expenses$33,160,419$3,956,239$0$37,116,658

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,116,658
Total Expenses per Audited Statements$37,116,658
Total Expenses per Form 990$37,116,658
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Unc Medical FoundationChapel Hill, NC501(c)(3)Contribution of First of Five Year Pledge for the New Unc Hospice Home in Chatham County$30,000
Chatham County Council on AgingPittsboro, NC501(c)(3)To Provide Generating Operating Support to Further the Mission of the Coa$15,000
Chatham Outreach AlliancePittsboro, NC501(c)(3)Purchase of Food for Needy Residents for Distribution Through Pantry or Snack Program$15,000
Rebuilding Together of the TriangleGarner, NC501(c)(3)Home Repair Program to Help Elderly Chatham County Residents Remain in Their Homes Safely$12,500
West Chatham Food PantrySiler City, NC501(c)(3)To Provide Weekend Food for Backpacks for as Many Hungry Children as Possible, in 3 Siler City Elementary Schools$12,000
Chatham Cares Community PharmacySiler City, NC501(c)(3)Funding for Salary Support in Order to Increase Access to Pharmacy Services$10,000
St Julia Church - Food PantrySiler City, NC501(c)(3)To Provide Support to the St. Julia Food Pantry and Assistance Services Program$10,000
A Helping HandDurham, NC501(c)(3)To Provide Support for Their Charitable Home Care Program$7,500
Charles HouseCarrboro, NC501(c)(3)To Support Scholarship Fund and General Support to Allow Charles House Adult Day Services to Be Accessible to Broad Spectrum of Seniors$7,500
Chatham County Council on AgingPittsboro, NC501(c)(3)To Support the Frozen Meals Program for Seniors Throughout Chatham County$7,500
Farmer FoodshareChapel Hill, NC501(c)(3)Partner With the Chatham County Council on Aging to Provide Fresh Food in Their Congregate Program, as Well as Other Backpack and Hunger Relief Programs in Chatham County$7,000
Xds Inc - Paws at Penny LaneCarrboro, NC501(c)(3)To Support the Paws at Penny Lane Program for Seniors in Chatham County$7,000
Chatham County Literacy CouncilPittsboro, NC501(c)(3)TO SUPPORT TUTOR TRAINING FOR RESIDENTS AND GREATER COMMUNITY; TO SUPPORT ESL TUTOR PROGRAM AT CM FOR STAFF AND FOR COMMUNITY CITIZENS IN NEED$5,105
Guiding Lights Caregiver Support CenterRaleigh, NC501(c)(3)To Increase the Number of Chatham County Residents Who Attend and Benefit From Triangle Caregivers Conference$5,000
Humanities at UncChapel Hill, NC501(c)(3)Sponsorship of a Humanities Program at Unc$5,000
Take and Eat Food Pantry at Evergreen UmcChapel Hill, NC501(c)(3)Providing Free Supplemental Nourishing Food to Economically Disadvantaged Local Citizens$5,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Family Member of Board MemberK&M CONSTRUCTION WAS USED TO COMPLETE VARIOUS PROJECTS RELATED TO CAROLINA MEADOWS RESIDENTIAL UNIT 'REDECKING' OF OUTDOOR DECKS.No$121,740
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Deposits$4,000,955
Interest Rate Swap Agreements$569,390
Fairways Entrance Fee Refunds Due$455,000
Other Deferred Revenue$439,231

Bond Issues

BondIssuerIssuedIssue PricePurpose
ANc Medical Care Commission2010-12-22$17,810,000TO REFUND THE 2004 BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$17,810,000$17,810,000$3,275,000-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
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 B, Line 11B

“Form 990 is first reviewed in detail by the members of the board finance committee prior to presentation to the full board. The entire board then reviews form 990 prior to the return being filed with the irs.”

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

“Governing documents, including by-laws, and conflict of interest statements, are placed in the carolina meadows resident's library. Quarterly and annual financials statements are included in the board of directors minutes and also placed in the library. Articles of incorporation are available on the website of the nc secretary of state. The annual disclosure statement is available on-line through the nc department of insurance (ncdoi.com), and includes in appendices copies of the doi ccrc license, dhsr nursing facility license, annual audited financial statements, 5-year financial projections, conflict of interest policy, ccrc contract and other corporate information. All governing documents are also available upon request in the executive offices. The governance committee annually reviews the conflict of interest policy to determine that all board members are in compliance. The form is sent to each member for their signature prior to filing and reviewd by the governance committee at its meeting following the board's full meeting at which the policy was approved.”

Form 990, Part VI, Section B, Line 15

“In determining the compensation of other officers and key employees, salary survey data is compiled by the human resources vice president for use by the ceo. Using the survey data and performance analysis as a benchmark, the ceo sets compensation based on performance and within salary ranges. The proposed salaries are submitted to the board of directors for review and approval.”

Form 990, Part VI, Section C, Line 19

“Governing documents, including by-laws, and conflict of interest statements, are placed in the carolina meadows resident's library. Quarterly and annual financials statements are included in the board of directors minutes and also placed in the library. Articles of incorporation are available on the website of the nc secretary of state. The annual disclosure statement is available on-line through the nc department of insurance (ncdoi.com), and includes in appendices copies of the doi ccrc license, dhsr nursing facility license, annual audited financial statements, 5-year financial projections, conflict of interest policy, ccrc contract and other corporate information. All governing documents are also available upon request in the executive offices.”

Filing and Contact Details

Filer

Filer Name
Carolina Meadows Inc
EIN
56-1380014
Phone
9199424014
Address
100 CAROLINA MEADOWS, CHAPEL HILL, NC 27517-8505

Signing Officer

Name
Kevin a Mcleod
Title
President and CEO
Phone
9199424014
Signed
2017-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin a Mcleod
Formed
1983
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
566
Volunteers
125

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value interest rate swap 210,788.”

FORM 990, PART XII, LINE 2C:

“The organization has neither changed its oversight process nor its selection process during the tax year.”

Financial Statement Notes

PART IV, LINE 2B:

“Resident funds held in agency accounts represent funds withheld from residents determined to be a financial risk and residents wishing to establish agency accounts in lieu of long-term care insurance. Carolina meadows has deposited these funds on the residents' behalf in certificates of deposit or money market funds with a financial institution. Carolina meadows acts as custodian for the agency accounts, which are legally owned by the residents. At december 31, 2016 and 2015, agency funds due residents were $2,638,316 and $1,635,838, respectively.”

PART X, LINE 2:

“Carolina meadows is a nonprofit, tax-exempt organization exempt from federal income taxes under internal revenue code section 501(c)(3); accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. Carolina meadows has determined that it does not have any material unrecognized tax benefit or obligation as of december 31, 2016.”

Raw XML AppendixShowing 400 of 986 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03570686
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04328059
IRS990/AccountsReceivableGrp/BOYAmt02397499
IRS990/AccountsReceivableGrp/EOYAmt01993217
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING HOUSING, HEALTH CARE & OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A CCRC.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt091454
IRS990/AdvertisingGrp/ProgramServicesAmt025593
IRS990/AdvertisingGrp/TotalAmt0117047
IRS990/AllOtherContributionsAmt0277296
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0167143
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0171987
IRS990/AllOtherExpensesGrp/TotalAmt0339130
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GARY LEVINE
IRS990/BooksInCareOfDetail/PhoneNum09193707128
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CAROLINA MEADOWS
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0275178505
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0100133
IRS990/CashNonInterestBearingGrp/EOYAmt02035916
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0487087
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0211436
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0698523
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013357
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt018400
IRS990/ConferencesMeetingsGrp/TotalAmt031757
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0683732
IRS990/ContractorCompensationGrp/CompensationAmt1522303
IRS990/ContractorCompensationGrp/CompensationAmt2297513
IRS990/ContractorCompensationGrp/CompensationAmt3140714
IRS990/ContractorCompensationGrp/CompensationAmt4137430
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 26030
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1131 TRADITION TRAIL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2305 SOUTH JEFFERSON STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt33874 SOUTH ALSTON AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt45617 DEPARTURE DRIVE STE 102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0GREENSBORO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1HOLLY SPRINGS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ROANOKE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3DURHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4RALEIGH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2VA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027420
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd127540
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd224011
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd327713
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd427616
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WEAVER COOKE CONSTRUCTION LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1IDEAL LANDSCAPING INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SFCS INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3RUSTON PAVING COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4EASTERN PAINT CONTRACTORS
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION CONTRACTOR
IRS990/ContractorCompensationGrp/ServicesDesc1LANDSCAPING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2ARCHITECTURAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3PAVING SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4PAINTING SERVICES
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0277296
IRS990/CYGrantsAndSimilarPaidAmt0891917
IRS990/CYInvestmentIncomeAmt0105863
IRS990/CYOtherExpensesAmt015998410
IRS990/CYOtherRevenueAmt027481
IRS990/CYProgramServiceRevenueAmt037430393
IRS990/CYRevenuesLessExpensesAmt0724375
IRS990/CYSalariesCompEmpBnftPaidAmt020226331
IRS990/CYTotalExpensesAmt037116658
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt037841033
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt058921682
IRS990/DeferredRevenueGrp/EOYAmt056092686
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04507750
IRS990/DepreciationDepletionGrp/TotalAmt04507750
IRS990/Desc0CAROLINA MEADOWS PROVIDES HOUSING, HEALTH AND WELLNESS SERVICES, AND SOCIAL OPPORTUNITIES, FOR SENIOR ADULTS IN A FINANCIALLY SECURE RETIREMENT COMMUNITY THROUGH A PERSON-CENTERED APPROACH THAT RESPECTS INDIVIDUAL DIGNITY, ENCOURAGES INDEPENDENCE, AND PROMOTES LIFELONG LEARNING THROUGHOUT THE SEQUENCES OF AGING. CAROLINA MEADOWS PROVIDED 222,870 RESIDENT DAYS OF HOUSING AND SERVICES FOR RESIDENTS LIVING WITHIN THE INDEPENDENT LIVING COMPONENT OF THE CAMPUS. IN ASSISTED LIVING, INCLUDING MEMORY CARE, 26,487 RESIDENT DAYS OF HOUSING AND SERVICES WERE PROVIDED. IN SKILLED NURSING, 22,625 PATIENT DAYS OF HOUSING AND SERVICES WERE PROVIDED. (CONTINUED ON SCHEDULE O)GERIATRIC PHYSICIAN CARE, NURSE PRACTITIONER AND SPECIALTY PHYSICIAN CARE PROGRAMS SUCH AS AUDIOLOGY, PODIATRY, DERMATOLOGY AND DENTAL SERVICES ARE PROVIDED TO RESIDENTS IN ALL CARE LEVELS. THE CAMPUS PRIMARY CARE MEDICAL PRACTICE AVERAGED OVER 325 RESIDENT VISITS PER MONTH AND ALSO PROVIDED APPROXIMATELY 200 RESIDENT MEDICAL ASSESSMENTS PER MONTH.WE'VE HIGHLIGHTED OTHER ACCOMPLISHMENTS BELOW:FITNESS CENTERTHE FITNESS CENTER LOGGED SIGN-INS AVERAGE 1,100 PER MONTH. IN ADDITION, 27 REGULARLY SCHEDULED FITNESS CLASSES ARE OFFERED INCLUDING: POOL, AEROBICS, STRETCH, YOGA, MEDITATION AND OTHERS WITH AN AVERAGE ATTENDANCE OF FOUR TO TWENTY ONE PER CLASS. THERE ARE ALSO TWO ADDITIONAL NON-REGULAR FITNESS CLASSES AND CAMPUS GROUP WALKING OFFERINGS, AS WELL AS 230 MONTHLY PERSONAL TRAINING SESSIONS. THREE AND A HALF EMPLOYEES ARE DESIGNATED FOR THE WELLNESS PROGRAM AND ADDITIONAL SERVICES ARE PROVIDED UNDER CONTRACT. THERE ARE APPROXIMATELY 200 EMPLOYEES ENROLLED IN THE WELLNESS INITIATIVE. THE WELLNESS DEPARTMENT PERFORMS AN ANNUAL FUNCTIONAL FITNESS ASSESSMENT ON INDEPENDENT LIVING RESIDENTS THAT ARE PATIENTS OF OUR PRIMARY CARE MEDICAL PRACTICE AT THE TIME OF THEIR ANNUAL WELLNESS EXAM WHICH AVERAGES 20 PARTICIPANTS MONTHLY. IN ADDITION TO CREATING AN INDIVIDUAL WELLNESS PLAN, DATA FROM THE ASSESSMENTS IS USED IN AGGREGATE FORM ON BOTH THE COMMUNITY AND NATIONAL LEVEL FOR RESEARCH ON AGING.WELLNESS SERVICESPHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES ARE AVAILABLE ON OUR CAMPUS UNDER CONTRACT WITH GENESIS REHABILITATION. AVERAGE VISITS PER MONTH ARE AS FOLLOWS: PHYSICAL THERAPY - 414, OCCUPATIONAL THERAPY - 203, AND SPEECH THERAPY - 131.ACTIVITIESACTIVITIES ARE ARRANGED BY BOTH STAFF AND RESIDENTS. OFFERINGS EACH MONTH ARE DESIGNED TO MEET THE FULL RANGE OF NEEDS AND INTERESTS AS FOLLOWS: 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 (MEMORY SUPPORT ENVIRONMENT WITHIN THE FAIRWAYS). TWO SEPARATE PROGRAMS ARE PROVIDED IN THE PINES (SKILLED NURSING): APPROXIMATELY 10-15 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. THERE IS ALSO A MUSIC & MEMORY PROGRAM USING IPODS THAT SERVES SKILLED NURSING AND MEMORY CARE RESIDENTS.DINING SERVICESDINING SERVICES PROVIDES MEALS DAILY IN ALL LEVELS OF LIVING. APPROXIMATELY 5,800 MEALS PER MONTH ARE SERVED IN THE HEALTH CENTER, 6,000 IN ASSISTED LIVING AND 17,250 IN THE INDEPENDENT LIVING DINING VENUES.ENVIRONMENTAL SERVICESTHE 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 190 INDEPENDENT LIVING RESIDENTS PER MONTH. APPROXIMATELY 200 POUNDS OF LINEN ARE WASHED, DRIED AND IRONED DAILY FOR THE CLUB CENTER DINING ROOMS, IN ADDITION TO LINENS PROVIDED IN THE PINES HEALTH CENTER AND THE FAIRWAYS ASSISTED LIVING.COMMUNITY INVOLVEMENTCAROLINA MEADOWS IS ACTIVELY INVOLVED IN THE COMMUNITY THROUGH PARTICIPATION I
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0566
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt01635868
IRS990/EscrowAccountLiabilityGrp/EOYAmt02638316
IRS990/ExpenseAmt033160419
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt055435
IRS990/FeesForServicesAccountingGrp/TotalAmt055435
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt015699
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt039208
IRS990/FeesForServicesLegalGrp/TotalAmt054907
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015916
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01912793
IRS990/FeesForServicesOtherGrp/TotalAmt01928709
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt084507
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt084507
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2330.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2430.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2013250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt228134
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2310602
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt245625
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt255196
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt266230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt276192
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt282766
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANNE STIMSON
IRS990/Form990PartVIISectionAGrp/PersonNm1HALEH MODDASSER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOAN PHARR
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MODISETT
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM KALKHOF
IRS990/Form990PartVIISectionAGrp/PersonNm5DON STEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JB CULPEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm8RHODES CRAVER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN GABOR
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNE KISSEL
IRS990/Form990PartVIISectionAGrp/PersonNm12ROSEMARY HUTCHINSON
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE MICHALAK
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIECHEN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE PIKE
IRS990/Form990PartVIISectionAGrp/PersonNm17PHILIP SLOANE
IRS990/Form990PartVIISectionAGrp/PersonNm18BETSY AHERN
IRS990/Form990PartVIISectionAGrp/PersonNm19GORDON BATTLE
IRS990/Form990PartVIISectionAGrp/PersonNm20KEVIN MCLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm21BEN CORNTHWAITE
IRS990/Form990PartVIISectionAGrp/PersonNm22GARY LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm23HOLLY JEAN COWARD
IRS990/Form990PartVIISectionAGrp/PersonNm24RACQUEL DALEY-PLACIDE
IRS990/Form990PartVIISectionAGrp/PersonNm25MELISSA KASS
IRS990/Form990PartVIISectionAGrp/PersonNm26JOSEPH ZANNINI
IRS990/Form990PartVIISectionAGrp/PersonNm27BRAD ITZKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm28MELISSA HOGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20283180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2144636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22159270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23211436
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24132344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25124064
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26123947
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27116005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28109516
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23PHYSICIAN/MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt25VICE PRESIDENT - MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt26VICE PRESIDENT - PHYSICAL PLANT
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE PRESIDENT - DINING SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-244730
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0891917
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0709385
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0709385
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0182532
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0182532
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt038085763
IRS990/GrossRentsGrp/RealAmt021626
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt015
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029987
IRS990/InformationTechnologyGrp/TotalAmt029987
IRS990/InsuranceGrp/ProgramServicesAmt049051
IRS990/InsuranceGrp/TotalAmt049051
IRS990/InterestGrp/ProgramServicesAmt0474385
IRS990/InterestGrp/TotalAmt0474385
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0358250
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0334067
IRS990/InvestmentIncomeGrp/ExclusionAmt0350593
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0350593
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt025599612
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt025954312
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt068
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt059679963
IRS990/LandBldgEquipBasisNetGrp/BOYAmt081353107
IRS990/LandBldgEquipBasisNetGrp/EOYAmt078605427
IRS990/LandBldgEquipCostOrOtherBssAmt0138285390
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0244730
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENRICH AND IMPROVE THE LIVES OF SENIORS. 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.
IRS990/MoreThan5000KToIndividualsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,226,519
Liabilities
$84,806,716
Net assets
$24,419,803
Revenue
$37,841,033
Expenses
$37,116,658
Net income
$724,375
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