Civic Intelligence

The Forest at Duke Inc

EIN 56-1630158 • 501(c)3 • Durham, NC

View Organization Page

Profile

To provide a caring, responsible community that fosters the independence of residents of retirement age by enhancing their capability to lead purposeful, active, healthy and secure lives.

2701 Pickett RoadDurham, NC 27705

www.forestduke.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.95x

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

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

6.72x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

23rd percentile

-3.4%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

34th percentile

$372,089

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

90th percentile

29%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2025

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$243,873,442

Up $60,622,219 (+33%) from 2024

Liabilities

Up

$231,577,856

Up $58,497,141 (+34%) from 2024

Net Assets

Up

$12,295,586

Up $2,125,078 (+21%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin23rd percentile

Revenue

Up

$34,469,066

Up $3,123,605 (+10.0%) from 2024

Expenses

Up

$35,633,057

Up $2,150,320 (+6.4%) from 2024

Net Income

Up

-$1,163,991

Up $973,285 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0-$100MAssets 2010: $74,592,612Liabilities 2010: $77,124,855Net Assets 2010: -$2,532,2432010Assets 2011: $73,286,272Liabilities 2011: $75,245,902Net Assets 2011: -$1,959,6302011Assets 2012: $74,876,070Liabilities 2012: $77,416,302Net Assets 2012: -$2,540,2322012Assets 2013: $76,211,706Liabilities 2013: $75,971,417Net Assets 2013: $240,2892013Assets 2014: $77,501,674Liabilities 2014: $75,620,229Net Assets 2014: $1,881,4452014Assets 2015: $82,647,269Liabilities 2015: $80,037,119Net Assets 2015: $2,610,1502015Assets 2016: $84,236,166Liabilities 2016: $78,752,923Net Assets 2016: $5,483,2432016Assets 2017: $79,506,924Liabilities 2017: $72,508,526Net Assets 2017: $6,998,3982017Assets 2018: $80,330,202Liabilities 2018: $71,207,828Net Assets 2018: $9,122,3742018Assets 2019: $82,393,788Liabilities 2019: $71,489,617Net Assets 2019: $10,904,1712019Assets 2020: $82,821,303Liabilities 2020: $68,429,109Net Assets 2020: $14,392,1942020Assets 2021: $134,522,484Liabilities 2021: $116,354,986Net Assets 2021: $18,167,4982021Assets 2022: $132,994,833Liabilities 2022: $118,283,957Net Assets 2022: $14,710,8762022Assets 2023: $146,426,388Liabilities 2023: $134,418,996Net Assets 2023: $12,007,3922023Assets 2024: $183,251,223Liabilities 2024: $173,080,715Net Assets 2024: $10,170,5082024Assets 2025: $243,873,442Liabilities 2025: $231,577,856Net Assets 2025: $12,295,5862025

Highlighted filing

2025

Assets$243,873,442
Liabilities$231,577,856
Net Assets$12,295,586
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MExpenses 2010: $17,759,3172010Expenses 2011: $18,510,9862011Expenses 2012: $18,946,6352012Revenue 2013: $21,744,048Expenses 2013: $19,293,639Net Income 2013: $2,450,4092013Revenue 2014: $22,368,991Expenses 2014: $19,903,927Net Income 2014: $2,465,0642014Revenue 2015: $21,941,526Expenses 2015: $20,189,532Net Income 2015: $1,751,9942015Revenue 2016: $23,856,659Expenses 2016: $21,485,509Net Income 2016: $2,371,1502016Revenue 2017: $25,040,793Expenses 2017: $23,893,294Net Income 2017: $1,147,4992017Revenue 2018: $27,053,913Expenses 2018: $24,411,539Net Income 2018: $2,642,3742018Revenue 2019: $26,750,803Expenses 2019: $24,972,196Net Income 2019: $1,778,6072019Revenue 2020: $27,793,793Expenses 2020: $25,541,720Net Income 2020: $2,252,0732020Revenue 2021: $26,264,359Expenses 2021: $25,067,982Net Income 2021: $1,196,3772021Revenue 2022: $28,567,112Expenses 2022: $26,703,754Net Income 2022: $1,863,3582022Revenue 2023: $24,329,545Expenses 2023: $29,273,687Net Income 2023: -$4,944,1422023Revenue 2024: $31,345,461Expenses 2024: $33,482,737Net Income 2024: -$2,137,2762024Revenue 2025: $34,469,066Expenses 2025: $35,633,057Net Income 2025: -$1,163,9912025

Highlighted filing

2025

Revenue$34,469,066
Expenses$35,633,057
Net Income-$1,163,991
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,873,442
Liabilities
$231,577,856
Net assets
$12,295,586
Revenue
$34,469,066
Expenses
$35,633,057
Net income
-$1,163,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$244$232$12.3$34.5$35.6$1.16
2024Detailed filing. Detailed filing data is available for this year.$183$173$10.2$31.3$33.5$2.14
2023Detailed filing. Detailed filing data is available for this year.$146$134$12.0$24.3$29.3$4.94
2022Detailed filing. Detailed filing data is available for this year.$133$118$14.7$28.6$26.7$1.86
2021Detailed filing. Detailed filing data is available for this year.$135$116$18.2$26.3$25.1$1.20
2020Detailed filing. Detailed filing data is available for this year.$82.8$68.4$14.4$27.8$25.5$2.25
2019Detailed filing. Detailed filing data is available for this year.$82.4$71.5$10.9$26.8$25.0$1.78
2018Detailed filing. Detailed filing data is available for this year.$80.3$71.2$9.12$27.1$24.4$2.64
2017Detailed filing. Detailed filing data is available for this year.$79.5$72.5$7.00$25.0$23.9$1.15
2016Detailed filing. Detailed filing data is available for this year.$84.2$78.8$5.48$23.9$21.5$2.37
2015Detailed filing. Detailed filing data is available for this year.$82.6$80.0$2.61$21.9$20.2$1.75
2014Detailed filing. Detailed filing data is available for this year.$77.5$75.6$1.88$22.4$19.9$2.47
2013Summary only. Only limited summary data is available for this year.$76.2$76.0$0.24$21.7$19.3$2.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.9$77.4$2.54$18.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.3$75.2$1.96$18.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.6$77.1$2.53$17.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Feb 4, 2026
Return Version
2024v5.1
Gross Receipts
$39,832,301
Mission and Program Overview

Mission

To provide a caring, responsible community that fosters the independence of residents of retirement age by enhancing their capability to lead purposeful, active, healthy and secure lives.

To provide a caring, responsible retirement community by enhancing residents' lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$121,826,659$162,362,839▲ $40,536,180
Savings and Temporary Cash Investments$26,702,756$43,521,312▲ $16,818,556
Investments in Publicly Traded Securities$33,805,495$36,737,188▲ $2,931,693
Accounts Receivable$726,458$1,059,289▲ $332,831
Prepaid Expenses and Deferred Charges$103,551$106,510▲ $2,959
Intangible Assets$86,304$86,304→ $0
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$183,251,223$243,873,442▲ $60,622,219
Other Assets Total$0$0→ $0
Liabilities
Tax Exempt Bond Liabilities$104,972,382$149,794,246▲ $44,821,864
Deferred Revenue$59,706,595$78,095,957▲ $18,389,362
Accounts Payable and Accrued Expenses$1,523,557$1,954,041▲ $430,484
Other Liabilities$6,878,181$1,733,612▼ $5,144,569
Total Liabilities$173,080,715$231,577,856▲ $58,497,141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,773,237$11,879,187▲ $2,105,950
Net Assets With Donor Restrictions$397,271$416,399▲ $19,128
Total Net Assets Fund Balance$10,170,508$12,295,586▲ $2,125,078
Total Liabilities and Net Assets / Fund Balance$183,251,223$243,873,442▲ $60,622,219

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$92,079,181-$92,079,181
Buildings$41,653,965$45,905,633$87,559,598
Equipment$15,001,816$23,854,032$38,855,848
Leasehold Improvements$7,516,736$4,747,703$12,264,439
Land$6,111,141-$6,111,141
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anita L HoltPresident, CEOFT$299,774$72,315$372,089
Karen E HenryCFO, TreasurerFT$203,386$66,712$270,098
Sharon PittCOOFT$185,574$46,110$231,684
Lee Ann Bailey-ClaytonDirector of Health ServicesFT$136,826$20,069$156,895
Nathan SummersDirector of Community ServicesFT$140,270$3,092$143,362
April RavelliDirector of Sales & MktgFT$113,297$7,660$120,957
Rashad WilsonDirector of Information TechFT$111,379$1,604$112,983

Board Members and Trustees

NameTitle
Chuck KennedyChairman
Craig LewisVice Chairman
Bobby KanoyBoard Member
Craig DanielsBoard Member
Denise BarnesBoard Member
Edward EmbreeBoard Member
James FreedmanBoard Member
James HopkinsBoard Member
John RasmussenBoard Member
Kimberly RehbergBoard Member
Larry MonetaBoard Member
Lynne FarberBoard Member
Sterly WilderBoard Member
Tracy Dell'AngelaBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
QHC Staffing LLCagency staffing230 Scotland Dr, Youngsville, NC 27596$677,783
Sysco Raleigh LLCfood distributorPO Box 129, Selma, NC 27516$648,168
Net Gain Technologies LLCtechnology services615 Eastowne Drive, Chapel Hill, NC 27514$572,431
Directional Landscape Managementlandscaping services65 Glen Road Suite 205, Garner, NC 27529$427,498
NEMA Management LLCproject management1020 Southhill Drive Suite 180, Cary, NC 27513$353,240
Revenue and Support

Revenue Composition

Contributions and Grants
$67,714
Program Service Revenue
$31,881,269
Investment Income
$2,385,089
Other Revenue
$134,994
All Other Contributions
$67,714
Change in Net Assets
$-1,163,991

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,989,219
Revenue Not Reported on Financial Statements
$-1,520,153
Revenue Not Reported on Form 990
$1,595,764
Other Revenue Adjustments
$-1,694,219
Total Revenue per Audited Statements
$37,584,983
Total Revenue per Form 990
$34,469,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,257,078
Salaries, Compensation, and Employee Benefits$15,976,437
Grants and Similar Amounts Paid$1,388,752
Professional Fundraising Fees$10,790
Total Fundraising Expense$10,790

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,275,435$2,955,001-$12,230,436
Depreciation Depletion$6,941,253--$6,941,253
Office Expenses$2,034,664$638,216-$2,672,880
Occupancy$2,035,369--$2,035,369
Interest$1,993,823--$1,993,823
Other Employee Benefits$1,582,387$336,568-$1,918,955
Grants to Domestic Orgs$1,388,752--$1,388,752
Fees for Services Other$1,116,615$161,524$0$1,278,139
Payroll Taxes$825,449$124,282-$949,731
Current Officers, Directors, Trustees, and Key Employees$118,450$473,801-$592,251
Insurance$362,598--$362,598
Advertising$292,919--$292,919
Pension Plan Contributions$235,066$49,998-$285,064
Information Technology$265,136$9,273-$274,409
Fees for Services Accounting-$229,502-$229,502
Travel$111,631$97,272-$208,903
Fees for Service Investment Mgmnt Fees-$174,066-$174,066
Fees for Services Professional Fundraising--$10,790$10,790
Other Expenses$374,229$6,283-$6,283
Fees for Services Legal-$4,913-$4,913
Total Functional Expenses$30,361,568$5,260,699$10,790$35,633,057

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,633,057
Total Expenses per Audited Statements$35,459,901
Expenses per Audited Statements$35,458,989
Expenses Not Reported on Financial Statements$174,068
Expenses Not Reported on Form 990$912
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Durham Literacy Center-501 c(3)Operating Support$60,000
Durham Nativity School-GovtOperating Support$60,000
Lakewood School-GovtOperating Support$60,000
Local Start Dental-501 c(3)Operating Support$55,000
Durham Tech Foundation-501 c(3)Operating Support$50,000
Hill Learning Center-501 c(3)Operating Support$50,000
Leading Age Foundation - Hurricane Helene-501 c(3)Operating Support$50,000
Urban Ministries of Durham-501 c(3)Operating Support$50,000
Cristo Rey Research Triangle-501 c(3)Operating Support$47,500
Meals on Wheels of Durham-501 c(3)Operating Support$47,418
North Carolina Symphony-501 c(3)Operating Support$45,000
Boys & Girls Club of Durham-501 c(3)Operating Support$43,900
Caring House-501 c(3)Operating Support$40,000
Center for Child and Family Health-501 c(3)Operating Support$40,000
Exchange Family Center-501 c(3)Operating Support$40,000
Liberty Arts Inc-501 c(3)Operating Support$40,000
Casa-501 c(3)Operating Support$36,000
Senior PharmAssist-501 c(3)Operating Support$35,000
Lincoln Community Health Center-501 c(3)Operating Support$30,150
Families Moving Forward-501 c(3)Operating Support$30,000
Housing for New Hope-501 c(3)Operating Support$30,000
Community Health Coalition Inc-501 c(3)Operating Support$25,000
Durham Center for Senior Life-501 c(3)Operating Support$25,000
Leading Age Foundation-501 c(3)Operating Support$25,000
Lyons Farm Elementary School-GovtOperating Support$25,000
Carolina Theater-501 c(3)Operating Support$20,000
Dress for Success-501 c(3)Operating Support$20,000
Full Frame Documentary Film Festival-501 c(3)Operating Support$20,000
I am Me Girls-501 c(3)Operating Support$20,000
Rogers-Herr Middle School-GovtOperating Support$20,000
Museum of Life and Science-501 c(3)Operating Support$17,285
American Dance Festival-501 c(3)Operating Support$15,000
Museum of Durham History-501 c(3)Operating Support$15,000
Southern Documentary Fund-501 c(3)Operating Support$15,000
Animal Protection Society of Durham-501 c(3)Operating Support$11,579
Durham School of Technology-501 c(3)Operating Support$11,000
Franki Lemmon Foundation-501 c(3)Operating Support$10,400
Durham NC Chapter of The Links-501 c(3)Operating Support$10,000
Hayti Film Festival-501 c(3)Operating Support$10,000
Music Maker Foundation Inc-501 c(3)Operating Support$10,000
Trosa-501 c(3)Operating Support$10,000
UNC - WUNC Public Radio-501 c(3)Operating Support$10,000
Bennie Girl Healthy Lifestyle-501 c(3)Operating Support$8,000
St Paul's Lutheran Church-501 c(3)Operating Support$8,000
Alzheimers of North Carolina-501 c(3)Operating Support$7,500
Habitat for Humanity of Durham Inc-501 c(3)Operating Support$7,500
North Carolina Reading Service-501 c(3)Operating Support$7,500
Preservation Durham-501 c(3)Operating Support$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$10,790
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retainage Payable$1,243,612
Federal Income Taxes$490,000
FV of Interest Rate Swap Payable-

Bond Issues

BondIssuerIssuedIssue PricePurpose
CNorth CAROLINA MEDICAL CARE COMMISSION2022-11-16$95,570,000Column C: To construct and equip expansion
BNorth Carolina Medical Care Commission2021-06-03$50,818,934Column B: To construct and equip replacement health care center
ANorth Carolina Medical Care Commission2017-08-24$20,210,000refinance series 2007

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$95,570,000--$998,420
B$50,818,934$1,303,964$0$890,237
A$20,210,000$19,876,002$9,705,000$333,998

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 18

“The organization's form 990 is available upon request. Additionally, recent filings of the form are available on www.guidestar.org.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The subcommittee of the board reviewed the form 990 before it was submitted to the irs. The subcommittee reported to the board on the review of the form 990. Each board member received an electronic version of the return for personal review with any questions directed to the cfo. After the board's personal review, the return was approved to be submitted to the irs as presented.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Before each board meeting, the agenda is presented to the board. Each board member is required to review the meeting agenda and indicate if there is a potential conflict by completing a conflict of interest form and handing it in prior to the meeting. It is reviewed at the time by the ceo and any relevant or potential conflict, as it relates to a specific agenda item, is brought to the board's attention.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Each year, the ceo and cfo's compensation are reviewed and approved by the board of directors at their october meeting. Comparable salary data from surveys, other 990s, and performance evaluations are utilized as part of the process.”

Form 990, Part VI, Line 15B Process to establish compensation of other employees

“Each year, the ceo and cfo's compensation are reviewed and approved by the board of directors at their october meeting. Comparable salary data from surveys, other 990s, and performance evaluations are utilized as part of the process.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization makes its governing documents and conflict of interest policy available to the public on site. The organization makes its financial statements available to the public on site, on the emma website for municipal securities, and in the disclosure statement with the department of insurance.”

Filing and Contact Details

Filer

Filer Name
The Forest At Duke Inc
EIN
56-1630158
Phone
9199408000
Address
2701 PICKETT ROAD, Durham, NC 27705

Signing Officer

Name
Anita L Holt
Title
CEO
Phone
9199408000
Signed
2026-02-04
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
Employees
428
Volunteers
20

Preparer

Firm
Forvis Mazars LLP
Address
One Oak Plaza Suite 300, Asheville, NC 28801
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in FV of Interest Rate Swap - 1694219; Total - 1694219;”

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The forest is exempt from federal income taxes under section 501(c)(3) of the internal revenue code; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The forest has determined that it does not have any material unrecognized tax benefits or obligations as of september 30, 2025 and 2024.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Gift shop purchases with revenue - 914”

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

“Change in FV of Interest Rate Swap - -1694219”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Gift shop purchases with revenue - 912”

Raw XML AppendixShowing 400 of 1,182 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01523557
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01954041
IRS990/AccountsReceivableGrp/BOYAmt0726458
IRS990/AccountsReceivableGrp/EOYAmt01059289
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A CARING, RESPONSIBLE RETIREMENT COMMUNITY BY ENHANCING RESIDENTS' LIVES.
IRS990/AdvertisingGrp/ProgramServicesAmt0292919
IRS990/AdvertisingGrp/TotalAmt0292919
IRS990/AllOtherContributionsAmt067714
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Karen Henry
IRS990/BooksInCareOfDetail/PhoneNum09194908000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02701 Pickett Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Durham
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027705
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0473801
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0118450
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0592251
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0677783
IRS990/ContractorCompensationGrp/CompensationAmt1648168
IRS990/ContractorCompensationGrp/CompensationAmt2572431
IRS990/ContractorCompensationGrp/CompensationAmt3427498
IRS990/ContractorCompensationGrp/CompensationAmt4353240
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0230 Scotland Dr
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 129
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2615 Eastowne Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt365 Glen Road Suite 205
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41020 Southhill Drive Suite 180
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Youngsville
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Selma
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Chapel Hill
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Garner
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Cary
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027596
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd127516
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd227514
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd327529
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd427513
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0QHC Staffing LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Sysco Raleigh LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Net Gain Technologies LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Directional Landscape Management
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4NEMA Management LLC
IRS990/ContractorCompensationGrp/ServicesDesc0agency staffing
IRS990/ContractorCompensationGrp/ServicesDesc1food distributor
IRS990/ContractorCompensationGrp/ServicesDesc2technology services
IRS990/ContractorCompensationGrp/ServicesDesc3landscaping services
IRS990/ContractorCompensationGrp/ServicesDesc4project management
IRS990/CostOfGoodsSoldAmt0914
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt067714
IRS990/CYGrantsAndSimilarPaidAmt01388752
IRS990/CYInvestmentIncomeAmt02385089
IRS990/CYOtherExpensesAmt018257078
IRS990/CYOtherRevenueAmt0134994
IRS990/CYProgramServiceRevenueAmt031881269
IRS990/CYRevenuesLessExpensesAmt0-1163991
IRS990/CYSalariesCompEmpBnftPaidAmt015976437
IRS990/CYTotalExpensesAmt035633057
IRS990/CYTotalFundraisingExpenseAmt010790
IRS990/CYTotalProfFndrsngExpnsAmt010790
IRS990/CYTotalRevenueAmt034469066
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt059706595
IRS990/DeferredRevenueGrp/EOYAmt078095957
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06941253
IRS990/DepreciationDepletionGrp/TotalAmt06941253
IRS990/Desc0The Forest at Duke welcomed its first residents in 1992 with a mission to provide a caring, responsible community that fosters the independence of residents of retirement age by enhancing their ability to lead purposeful, active, healthy and secure lives. The 47-acre campus is home to approximately 500 residents and includes 304 independent living residences, 32 assisted living suites and 58 skilled nursing residences. In 2007, The Forest was awarded a BBB+ credit rating by Fitch Ratings, achieved national Commission on Accreditation of Rehabilitation Facilities/Continuing Care Accreditation Commission (CARF-CCAC) accreditation, and received another health center deficiency free survey from the NC Department of Health Regulators. In 2007, The Forest also chose to participate in the Medicare Part A program and gained certification under Medicare. In December 2022, The Forest at Duke was reviewed by CARF-CCAC and earned another five-year term as an accredited continuing retirement community. The Forest has completed the construction of 15 cottage homes and all were occupied by the end of fiscal year 2015. The renovation to the Community Center, including enlarging the Fitness Center, enhancing dining and other interior program modifications, was completed by the end of fiscal year 2016. In June 2021, The Forest completed the financing to build a new health center on its current campus. The facility will have 90 new units in the "small house" format in a five-story, approximately 110,000 square foot building. The small house model of care is designed around houses (or groups of rooms) in which each house has 10 private rooms each with a bathroom and all common spaces and support areas located within the house. The small house model will provide the same scope of services, each neighborhood will have a team that provides the care, residents will have short walking distances to increase level of independence, resident privacy, additional dining and fitness venues. The project is complete and the residents moved into the new health center in February 2023. In November 2022, The Forest completed the financing for Phase Two of the project. The project includes the addition of seventy-one (71) new independent living apartments and an expanded community center which connects the existing community center to the health center. The expanded community center also includes service and amenity spaces such as additional dining, fitness area, classroom, multipurpose rooms, a clinic and office spaces. The new apartments have an average of 1,450 square feet with spacious open-living design floorplans, ten foot ceilings, and finishes commensurate with high-end real estate in the market area. Other features include gourmet kitchens with stainless steel appliances, large covered balconies or ground level patios for outdoor living in each apartment home. Each apartment home is expected to include assigned underground parking. The project was substantially complete in July 2025 and new residents began to take occupancy of their new homes in September 2025. The Forest at Duke takes seriously its commitment to social responsibility and leadership. Outreach includes major annual corporate financial assistance to the Durham Council for Senior Citizens, the Durham Center for Senior Life, the Senior PHARMAssist Program, and Rogers-Herr Middle School. Throughout the year, other local non-profits are helped with cash, in-kind and volunteer donations as well. More than 75,000 resident volunteer hours per year benefit local schools, churches, Duke Hospitals and other area service organizations. The Forest continues to have strong associations with educational and licensing institutions. The community serves as a training site for: * Geriatric Fellows - Duke University Medical Center * Internal Medicine Residents - Duke University Medical Center * Nursing students - Watts School of Nursing * Interns in the Leadership in Aging Program - Duke University * Therape
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0397271
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0416399
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0428
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt030361568
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0229502
IRS990/FeesForServicesAccountingGrp/TotalAmt0229502
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04913
IRS990/FeesForServicesLegalGrp/TotalAmt04913
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0161524
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01116615
IRS990/FeesForServicesOtherGrp/TotalAmt01278139
IRS990/FeesForServicesProfFundraising/FundraisingAmt010790
IRS990/FeesForServicesProfFundraising/TotalAmt010790
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0174066
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0174066
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt64.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt1435346
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1533105
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1711023
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt183092
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt191604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2032974
IRS990/Form990PartVIISectionAGrp/PersonNm0Chuck Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm1Craig Lewis
IRS990/Form990PartVIISectionAGrp/PersonNm2Bobby Kanoy
IRS990/Form990PartVIISectionAGrp/PersonNm3Craig Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm4Denise Barnes
IRS990/Form990PartVIISectionAGrp/PersonNm5Edward Embree
IRS990/Form990PartVIISectionAGrp/PersonNm6James Freedman
IRS990/Form990PartVIISectionAGrp/PersonNm7James Hopkins
IRS990/Form990PartVIISectionAGrp/PersonNm8John Rasmussen
IRS990/Form990PartVIISectionAGrp/PersonNm9Kimberly Rehberg
IRS990/Form990PartVIISectionAGrp/PersonNm10Larry Moneta
IRS990/Form990PartVIISectionAGrp/PersonNm11Lynne Farber
IRS990/Form990PartVIISectionAGrp/PersonNm12Sterly Wilder
IRS990/Form990PartVIISectionAGrp/PersonNm13Tracy Dell'Angela
IRS990/Form990PartVIISectionAGrp/PersonNm14Anita L Holt
IRS990/Form990PartVIISectionAGrp/PersonNm15Karen E Henry
IRS990/Form990PartVIISectionAGrp/PersonNm16April Ravelli
IRS990/Form990PartVIISectionAGrp/PersonNm17Lee Ann Bailey-Clayton
IRS990/Form990PartVIISectionAGrp/PersonNm18Nathan Summers
IRS990/Form990PartVIISectionAGrp/PersonNm19Rashad Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm20Sharon Pitt
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/ReportableCompFromOrgAmt14336743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15236993
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16113297
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17145872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18140270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19111379
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20198710
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/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14President, CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15CFO, Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director of Sales & Mktg
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director of Health Services
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director of Community Services
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director of Information Tech
IRS990/Form990PartVIISectionAGrp/TitleTxt20COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0587709
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt01388752
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01388752
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01388752
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05950030
IRS990/GrossReceiptsAmt039832301
IRS990/GrossRentsGrp/RealAmt06379
IRS990/GrossSalesOfInventoryAmt03914
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt016104
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt016104
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09273
IRS990/InformationTechnologyGrp/ProgramServicesAmt0265136
IRS990/InformationTechnologyGrp/TotalAmt0274409
IRS990/InsuranceGrp/ProgramServicesAmt0362598
IRS990/InsuranceGrp/TotalAmt0362598
IRS990/IntangibleAssetsGrp/BOYAmt086304
IRS990/IntangibleAssetsGrp/EOYAmt086304
IRS990/InterestGrp/ProgramServicesAmt01993823
IRS990/InterestGrp/TotalAmt01993823
IRS990/InvestmentIncomeGrp/ExclusionAmt01781276
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01781276
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033805495
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036737188
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt0100
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt074507368
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0121826659
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0162362839
IRS990/LandBldgEquipCostOrOtherBssAmt0236870207
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05362321
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO PROVIDE A CARING, RESPONSIBLE COMMUNITY THAT FOSTERS THE INDEPENDENCE OF RESIDENTS OF RETIREMENT AGE BY ENHANCING THEIR CAPABILITY TO LEAD PURPOSEFUL, ACTIVE, HEALTHY AND SECURE LIVES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010170508
IRS990/NetAssetsOrFundBalancesEOYAmt012295586
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0587709
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0587709
IRS990/NetIncomeOrLossGrp/ExclusionAmt03000
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03000
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06379
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06379
IRS990/NetUnrlzdGainsLossesInvstAmt01594850
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09773237
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011879187
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt02035369
IRS990/OccupancyGrp/TotalAmt02035369
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0638216
IRS990/OfficeExpensesGrp/ProgramServicesAmt02034664
IRS990/OfficeExpensesGrp/TotalAmt02672880
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt01694219
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0336568
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01582387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01918955
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical Supplies
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06283
IRS990/OtherExpensesGrp/ProgramServicesAmt01407792
IRS990/OtherExpensesGrp/ProgramServicesAmt1374229
IRS990/OtherExpensesGrp/TotalAmt01407792
IRS990/OtherExpensesGrp/TotalAmt1374229
IRS990/OtherExpensesGrp/TotalAmt26283
IRS990/OtherLiabilitiesGrp/BOYAmt06878181
IRS990/OtherLiabilitiesGrp/EOYAmt01733612
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/Desc0Auxiliary Services
IRS990/OtherRevenueMiscGrp/ExclusionAmt0125615
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0125615
IRS990/OtherRevenueTotalAmt0125615
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02955001
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09275435
IRS990/OtherSalariesAndWagesGrp/TotalAmt012230436
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0124282
IRS990/PayrollTaxesGrp/ProgramServicesAmt0825449
IRS990/PayrollTaxesGrp/TotalAmt0949731

Document Assets

No mirrored PDF or thumbnail assets are attached yet.