Civic Intelligence

Carolina Meadows Inc.

990 • Fiscal year 2017 • EIN 56-1380014

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

79th percentile

0.72x

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

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

Liabilities / Revenue

82nd percentile

1.94x

Higher debt load relative to revenue than 82% of similar nonprofits.

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

Net Margin

67th percentile

9.6%

Higher net margin than 67% of similar nonprofits.

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

Top Officer Pay

38th percentile

$375,784

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

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

Asset Growth

33rd percentile

2.2%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

64th percentile

9.3%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$111,647,874

Up $2,421,355 (+2.2%) from 2016

Net Assets

Up

$31,531,578

Up $7,111,775 (+29%) from 2016

Liabilities

Down

$80,116,296

Down $4,690,420 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin67th percentile

Revenue

Up

$41,362,089

Up $3,521,056 (+9.3%) from 2016

Expenses

Up

$37,371,573

Up $254,915 (+0.7%) from 2016

Net Income

Up

$3,990,516

Up $3,266,141 (+451%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2017

Assets$111,647,874
Liabilities$80,116,296
Net Assets$31,531,578
Open 2017 Filing

Operations Trend

Revenue Growth64th 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

2017

Revenue$41,362,089
Expenses$37,371,573
Net Income$3,990,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$49,290,689
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$78,605,427$75,947,208▼ $2,658,219
Investments Other Securities$25,954,312$29,798,583▲ $3,844,271
Cash and Non-Interest-Bearing Accounts$2,035,916$2,844,412▲ $808,496
Accounts Receivable$1,993,217$2,486,530▲ $493,313
Inventories for Sale or Use$334,067$373,167▲ $39,100
Prepaid Expenses and Deferred Charges$259,138$157,971▼ $101,167
Savings and Temporary Cash Investments$2,458$2,533▲ $75
Total Assets$109,226,519$111,647,874▲ $2,421,355
Other Assets Total$41,984$37,470▼ $4,514
Liabilities
Deferred Revenue$56,092,686$53,347,933▼ $2,744,753
Tax Exempt Bond Liabilities$14,447,367$13,859,267▼ $588,100
Other Liabilities$5,464,576$4,958,370▼ $506,206
Accounts Payable and Accrued Expenses$4,328,057$4,207,992▼ $120,065
Escrow Account Liability$2,638,316$2,778,454▲ $140,138
Mortgage Notes Payable Secured by Investment Property$1,835,712$964,280▼ $871,432
Total Liabilities$84,806,714$80,116,296▼ $4,690,418
Net Assets / Fund Balance
Unrestricted Net Assets$24,419,805$31,531,578▲ $7,111,773
Total Net Assets Fund Balance$24,419,805$31,531,578▲ $7,111,773
Total Liabilities and Net Assets / Fund Balance$109,226,519$111,647,874▲ $2,421,355

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$67,791,468$53,623,751$121,415,219
Equipment$2,916,385$6,876,177$9,792,562
Other Land Buildings$3,142,593$3,376,735$6,519,328
Land$2,096,762-$2,096,762
Other Securities$29,798,583--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mcleod KevinChief Executive OfficerFT$328,088$47,696$375,784
Coward Holly JeanMedical DirectorPT$211,048$23,469$234,517
Cornthwaite BenjaminChief Operating OfficerFT$197,856$33,475$231,331
Levine GaryChief Financial OfficerFT$192,066$27,242$219,308
Daley-placide RacquelPhysicianPT$141,272$38,140$179,412
Kass MelissaVice President - MarketingFT$139,016$23,862$162,878
Itzkowitz BradVice President - DiningFT$116,831$38,287$155,118
Hogan MelissaDirector of FinanceFT$110,943$11,395$122,338
Harrill EmmaDirector of WellbeingFT$111,557$5,230$116,787

Board Members and Trustees

NameTitle
Dianne StimsonChair
Betsy AhernEx-officio
Anne KisselMember
Bob JacksonMember
Don StedmanMember
Jb CulpepperMember
Joan PellettierMember
John GaborMember
Mariechen SmithMember
Pat MandellMember
Phillip SloaneMember
Rhodes CraverMember
Rodgers HarshbargerMember
Steve MillerMember
William KalkoffMember
John ModisettSecretary
Joan PharrTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
US FoodserviceFoodPO BOX 602211, Charlotte, NC 28260$1,301,106
Chatham CarpetFlooring50 STILL WATERS DRIVE, Siler City, NC 27344$804,317
Marsh Kitchen & BathCabinets/countertopsPO BOX 1401, Graham, NC 27523$457,160
SyscoFoodPO BOX 129, Selma, NC 27576$414,743
Ruppert LandscapeLandscaping23601 LAYTONSVILLE ROAD, Laytonsville, MD 20882$269,700
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,423,955
Investment Income
$907,667
Other Revenue
$30,467
Change in Net Assets
$3,990,516
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,646,786
Other Expenses$17,053,537
Grants and Similar Amounts Paid$671,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,317,034$1,611,427-$14,928,461
Depreciation Depletion$4,217,240--$4,217,240
Occupancy$1,545,052$743,684-$2,288,736
Other Employee Benefits$2,040,207$124,263-$2,164,470
Fees for Services Other$1,773,864$13,411-$1,787,275
Office Expenses$1,124,328$137,553-$1,261,881
Payroll Taxes$966,009$184,139-$1,150,148
Current Officers, Directors, Trustees, and Key Employees$223,915$751,515-$975,430
Other Expenses$734,462--$734,462
Grants to Domestic Individuals$601,594--$601,594
All Other Expenses$258,399$251,125-$509,524
Interest$475,118--$475,118
Pension Plan Contributions$349,170$79,107-$428,277
Fees for Services Legal$129,880$52,004-$181,884
Advertising$29,918$106,908-$136,826
Travel$68,840$37,790-$106,630
Fees for Service Investment Mgmnt Fees-$97,901-$97,901
Grants to Domestic Orgs$69,656--$69,656
Insurance$56,844--$56,844
Fees for Services Accounting-$47,121-$47,121
Information Technology-$43,478-$43,478
Conferences and Meetings$19,136$13,892-$33,028
Total Functional Expenses$33,076,255$4,295,318$0$37,371,573
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Unc Medical FoundationChapel Hill, NC501(c)(3)Contribution of Second of Five Year Pledge for the New Unc Hospice Home in Chatham County$37,500
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$8,000
Chatham County Council on AgingPittsboro, NC501(c)(3)To Support the Frozen Meals Program for Seniors Throughout Chatham County, and the Senior Games$7,650
ALZHEIMER'S ASSOCIATION OF NCRaleigh, NC501(c)(3)TO SUPPORT ALZHEIMER'S AND CAREGIVER SUPPORT SERVICES$5,422
Humanities at UncChapel Hill, NC501(c)(3)Sponsorship of a Humanities Program at Unc for Community Members$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
-Company Owned by Family Member of Board MemberK&M CONSTRUCTION WAS USED TO COMPLETE VARIOUS PROJECTS RELATED TO CAROLINA MEADOWS RESIDENTIAL UNIT 'REDECKING' OF OUTDOOR DECKS.No$192,382
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance Deposits$3,009,375
Other Deferred Revenue$923,600
Fairways Entrance Fee Refunds Due$646,056
Interest Rate Swap Agreements$379,339

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$3,885,000-

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
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
Yes
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 reviewed 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
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin a Mcleod
Formed
1983
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
578
Volunteers
0

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 190,051. Change in value of gift annuities 6,803.”

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, 2017 and 2016, agency funds due residents were $2,778,454 and $2,638,316, 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, 2017.”

Raw XML AppendixShowing 400 of 969 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/BOYAmt04328057
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04207992
IRS990/AccountsReceivableGrp/BOYAmt01993217
IRS990/AccountsReceivableGrp/EOYAmt02486530
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING HOUSING, HEALTH CARE & OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF A CCRC.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0106908
IRS990/AdvertisingGrp/ProgramServicesAmt029918
IRS990/AdvertisingGrp/TotalAmt0136826
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0251125
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0258399
IRS990/AllOtherExpensesGrp/TotalAmt0509524
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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/BOYAmt02035916
IRS990/CashNonInterestBearingGrp/EOYAmt02844412
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt022
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0751515
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0223915
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0975430
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt013892
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt019136
IRS990/ConferencesMeetingsGrp/TotalAmt033028
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01301106
IRS990/ContractorCompensationGrp/CompensationAmt1804317
IRS990/ContractorCompensationGrp/CompensationAmt2457160
IRS990/ContractorCompensationGrp/CompensationAmt3414743
IRS990/ContractorCompensationGrp/CompensationAmt4269700
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO BOX 602211
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt150 STILL WATERS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 1401
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt423601 LAYTONSVILLE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0CHARLOTTE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SILER CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2GRAHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3SELMA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4LAYTONSVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd028260
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd127344
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd227523
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd327576
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd420882
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0US FOODSERVICE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1CHATHAM CARPET
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2MARSH KITCHEN & BATH
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3SYSCO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4RUPPERT LANDSCAPE
IRS990/ContractorCompensationGrp/ServicesDesc0FOOD
IRS990/ContractorCompensationGrp/ServicesDesc1FLOORING
IRS990/ContractorCompensationGrp/ServicesDesc2CABINETS/COUNTERTOPS
IRS990/ContractorCompensationGrp/ServicesDesc3FOOD
IRS990/ContractorCompensationGrp/ServicesDesc4LANDSCAPING
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0671250
IRS990/CYInvestmentIncomeAmt0907667
IRS990/CYOtherExpensesAmt017053537
IRS990/CYOtherRevenueAmt030467
IRS990/CYProgramServiceRevenueAmt040423955
IRS990/CYRevenuesLessExpensesAmt03990516
IRS990/CYSalariesCompEmpBnftPaidAmt019646786
IRS990/CYTotalExpensesAmt037371573
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041362089
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt056092686
IRS990/DeferredRevenueGrp/EOYAmt053347933
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04217240
IRS990/DepreciationDepletionGrp/TotalAmt04217240
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 223,284 RESIDENT DAYS OF HOUSING AND SERVICES FOR RESIDENTS LIVING WITHIN THE INDEPENDENT LIVING COMPONENT OF THE CAMPUS. IN ASSISTED LIVING, INCLUDING MEMORY CARE, 29,071 RESIDENT DAYS OF HOUSING AND SERVICES WERE PROVIDED. IN SKILLED NURSING, 22,286 PATIENT DAYS OF HOUSING AND SERVICES WERE PROVIDED. A TOTAL OF 5,224 DAYS OF CONTINUING CARE WITHOUT LODGING CONTRACTUAL SERVICES WERE PROVIDED TO 48 RESIDENTS LIVING OFF-CAMPUS WHO RECEIVE THE SAME ACCESS TO AMENITIES AND HEALTH CARE SERVICES OFFERED TO RESIDENTS LIVING ON-CAMPUS. 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 400 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 1,455 PER MONTH. IN ADDITION, 30 REGULARLY SCHEDULED FITNESS CLASSES ARE OFFERED INCLUDING: POOL, AEROBICS, STRETCH, YOGA, MEDITATION AND OTHERS WITH AN AVERAGE ATTENDANCE OF FIVE TO TWENTY EIGHT PER CLASS. THERE ARE ALSO TWO ADDITIONAL NON-REGULAR FITNESS CLASSES AND CAMPUS GROUP WALKING OFFERINGS, AS WELL AS WEEKLY ORIENTATION OFFERED AT NO COST AND MONTHLY PERSONAL TRAINING SESSIONS. FOUR EMPLOYEES ARE DESIGNATED FOR THE WELLNESS PROGRAM AND ADDITIONAL SERVICES ARE PROVIDED UNDER CONTRACT INCLUDING MASSAGE, NUTRITION AND SWIM LESSONS. THERE ARE OVER 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. THIS 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 - 142, OCCUPATIONAL THERAPY - 53, AND SPEECH THERAPY - 20.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 FOR ALL LEVELS OF LIVING. APPROXIMATELY 5,500 MEALS PER MONTH ARE SERVED IN THE PINES, 5,300 IN THE FAIRWAYS AND 13,550 IN THE INDEPENDENT LIVING DINING VENUES.PHYSICAL PLANTTHE PHYSICAL PLANT DEPARTMENT ANNUALLY TURNS OVER AN AVERAGE OF 44 INDEPENDENT LIVING UNITS. EACH UNIT IS REFURBISHED TO NEW OR LIKE-NEW CONDITION. IN ADDITION, THIS DEPARTMENT COMPLETED 10,445 WORK ORDERS FOR INDEPENDENT LIVING RESIDENTS, 1,593 FOR PINES RESIDENTS AND
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0578
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt02638316
IRS990/EscrowAccountLiabilityGrp/EOYAmt02778454
IRS990/ExpenseAmt033076255
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt047121
IRS990/FeesForServicesAccountingGrp/TotalAmt047121
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt052004
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0129880
IRS990/FeesForServicesLegalGrp/TotalAmt0181884
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt013411
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01773864
IRS990/FeesForServicesOtherGrp/TotalAmt01787275
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt097901
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt097901
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
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/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540.00
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt1724144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1833187
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1917575
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2010602
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2117370
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2236919
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2337903
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt245230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2511395
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANNE STIMSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JOAN PHARR
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN MODISETT
IRS990/Form990PartVIISectionAGrp/PersonNm3RHODES CRAVER
IRS990/Form990PartVIISectionAGrp/PersonNm4JB CULPEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN GABOR
IRS990/Form990PartVIISectionAGrp/PersonNm6RODGERS HARSHBARGER
IRS990/Form990PartVIISectionAGrp/PersonNm7BOB JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM KALKOFF
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE KISSEL
IRS990/Form990PartVIISectionAGrp/PersonNm10PAT MANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm12JOAN PELLETTIER
IRS990/Form990PartVIISectionAGrp/PersonNm13DON STEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14PHILLIP SLOANE
IRS990/Form990PartVIISectionAGrp/PersonNm15MARIECHEN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm16BETSY AHERN
IRS990/Form990PartVIISectionAGrp/PersonNm17MCLEOD KEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm18CORNTHWAITE BENJAMIN
IRS990/Form990PartVIISectionAGrp/PersonNm19LEVINE GARY
IRS990/Form990PartVIISectionAGrp/PersonNm20COWARD HOLLY JEAN
IRS990/Form990PartVIISectionAGrp/PersonNm21KASS MELISSA
IRS990/Form990PartVIISectionAGrp/PersonNm22DALEY-PLACIDE RACQUEL
IRS990/Form990PartVIISectionAGrp/PersonNm23ITZKOWITZ BRAD
IRS990/Form990PartVIISectionAGrp/PersonNm24HARRILL EMMA
IRS990/Form990PartVIISectionAGrp/PersonNm25HOGAN MELISSA
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/ReportableCompFromOrgAmt17351640
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18198144
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19201733
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20223915
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21145508
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22142493
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23117215
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24111557
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25110943
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
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/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT - MARKETING
IRS990/Form990PartVIISectionAGrp/TitleTxt22PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE PRESIDENT - DINING
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF WELLBEING
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0447414
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0671250
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0601594
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0601594
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt069656
IRS990/GrantsToDomesticOrgsGrp/TotalAmt069656
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08376014
IRS990/GrossReceiptsAmt049290689
IRS990/GrossRentsGrp/RealAmt021135
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt043478
IRS990/InformationTechnologyGrp/TotalAmt043478
IRS990/InsuranceGrp/ProgramServicesAmt056844
IRS990/InsuranceGrp/TotalAmt056844
IRS990/InterestGrp/ProgramServicesAmt0475118
IRS990/InterestGrp/TotalAmt0475118
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0334067
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0373167
IRS990/InvestmentIncomeGrp/ExclusionAmt0460253
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0460253
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt025954312
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029798583
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt080
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt063876663
IRS990/LandBldgEquipBasisNetGrp/BOYAmt078605427
IRS990/LandBldgEquipBasisNetGrp/EOYAmt075947208
IRS990/LandBldgEquipCostOrOtherBssAmt0139823871
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07928600
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
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01835712
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0964280
IRS990/NetAssetsOrFundBalancesBOYAmt024419805
IRS990/NetAssetsOrFundBalancesEOYAmt031531578
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0447414
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0447414
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021135
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021135
IRS990/NetUnrelatedBusTxblIncmAmt010274
IRS990/NetUnrlzdGainsLossesInvstAmt02924403
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0743684
IRS990/OccupancyGrp/ProgramServicesAmt01545052
IRS990/OccupancyGrp/TotalAmt02288736
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0137553
IRS990/OfficeExpensesGrp/ProgramServicesAmt01124328
IRS990/OfficeExpensesGrp/TotalAmt01261881
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$111,647,874
Liabilities
$80,116,296
Net assets
$31,531,578
Revenue
$41,362,089
Expenses
$37,371,573
Net income
$3,990,516
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