2024-11-12T09:00:12+00:00 2023-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-01-01 510199312 THE GIVENS ESTATES INC GIVE 8282744800 2360 SWEETEN CREEK ROAD Asheville NC 28803 Kevin Schwab CEO 8282744800 2024-11-12 true true Amy Bibby P00445891 8282542254 2024-11-12 2023 2024-10-15 13:58:12Z Kevin Schwab 2360 SWEETEN CREEK ROAD Asheville NC 28803 80113226 false X www.givensestates.org X 1975 NC VISION STATEMENT: EXPANDING THE POSSIBILITIES FOR AGING 28 28 876 140 0 0 5397462 2062465 66572356 74604869 -912186 2585902 399165 740320 71456797 79993556 978034 2015930 0 28664212 33944016 0 0 28710203 32948996 58352449 68908942 13104348 11084614 353131640 383968447 269328055 282343762 83803585 101624685 IMPROVING LIVES THROUGH COMMUNITIES, SERVICES, AND OUTREACH CORE VALUES OUR CORE VALUES ARE COMMITMENT, CARING, COURAGE AND COLLABORATION. false false 59852517 2015930 74604869 Givens provides housing, support and health and wellness services for approximately 1,450 seniors on its four campuses. This is done by providing housing and health care for seniors of all economic levels. This effort requires assistance funds which are secured through charitable support, earnings from endowments, and operating revenues. Through outreach endeavors Givens impacts approximately 6,000 individuals annually through wellness and health education, medication assistance, meal sites, medical equipment loan closets, baby equipment and resources closets, diabetes and other chronic disease management education, and a community nurse to help our lower income residents navigate the healthcare environment. 59852517 true true false true false true false false false true false false false true true true false false false false false false false false false false true true true true false false false false false false false false false false false true false false true true true true false false true 118 0 true 876 true false false false false false false false false false false false false X 28 28 false false false false false true false true true false false true true true true true true true true true true X ALLEN SQUIRES 8282744800 2360 SWEETEN CREEK ROAD Asheville NC 28803 Adam K Ennis Director 1.0 1.0 X 0 0 0 Alfred J Whitesides Jr Director 1.0 1.0 X 0 0 0 Alison J Brown Director 1.0 1.0 X 0 0 0 Charles L Frederick Director 1.0 1.0 X 0 0 0 Charles Pine Director 1.0 1.0 X 0 0 0 Connie B Martin Director 1.0 1.0 X 0 0 0 David C whilden Director 1.0 1.0 X 0 0 0 Donna A Broadwell Director 1.0 1.0 X 0 0 0 Dr Margaret A Kuhn Director 1.0 1.0 X 0 0 0 F Patrick McGuire Director 1.0 1.0 X 0 0 0 G Edward Towson II Director 1.0 1.0 X 0 0 0 Horace S Jennings Director 1.0 1.0 X 0 0 0 Joseph P McGuire Director 1.0 1.0 X 0 0 0 Judy L Phillips Director 1.0 1.0 X 0 0 0 Kelli R Brown Director 1.0 1.0 X 0 0 0 Kenneth W Swayze Jr Director 1.0 1.0 X 0 0 0 Larry B Harris Director 1.0 1.0 X 0 0 0 Murphy Horne Fletcher Director 1.0 1.0 X 0 0 0 Rebekah M Lowe Director 1.0 1.0 X 0 0 0 Rev Karen L Easter Bayne Director 1.0 1.0 X 0 0 0 Rev Mary W Brown Director 1.0 1.0 X 0 0 0 Rev R Keith Turman Director 1.0 1.0 X 0 0 0 Rev Robert E Shepherd Director 1.0 1.0 X 0 0 0 Robert M McKown Director 1.0 1.0 X 0 0 0 Russell Moxley Director 1.0 1.0 X 0 0 0 Sarah-Ann Smith Director 1.0 1.0 X 0 0 0 Suzanne E Landis Director 1.0 1.0 X 0 0 0 William Mance Director 1.0 1.0 X 0 0 0 Allen Squires CFO 40.0 X 369551 0 68069 Kevin Schwab CEO 40.0 X 467106 0 106261 Scott Farkas COO 40.0 X 64186 0 3654 John Cowan Executive Director - GE 40.0 X 382713 0 64151 Ken Kramer Executive Director - Givens Highland Farms 40.0 X 212074 0 73352 Brian Guengerich VP Development 40.0 X 136546 0 29015 Christian Grunder VP HR 40.0 X 151029 0 39808 David Kerestes Controller 40.0 X 156689 0 39879 Neal Lail VP Marketing 40.0 X 197616 0 7080 Ricky Foor VP IT 40.0 X 148145 0 31927 2285655 0 463196 27 false true false Frank L Blum Construction PO Box 4153 WinstonSalem NC 27115 Construction 21774160 US Foodservice PO Box 602292 Charlotte NC 28260 Food Service 2394884 HealthPro-Heritage 1 Marcus Drive STE 102 Greenville SC 29615 Therapy 1430908 RLPS II 250 Valleybrook Drive Lancaster PA 17601 Architecture 1339018 Prime Time Healthcare LLC CO American National Bank Omaha NE 68103 Nursing Staffing 998411 42 2062465 13373 2062465 Residential Revenue 623000 46871167 46871167 Long-term Care Revenue 623000 16378875 16378875 Assisted Living Revenue 623000 4223956 4223956 Food Services Revenue 623000 3637496 3637496 Other Resident Revenue 623000 3082442 3082442 410933 410933 0 0 74604869 1805049 1805049 0 0 900523 119670 900523 -119670 780853 780853 Miscellaneous Revenue 900099 740320 740320 0 0 0 0 740320 79993556 74604869 0 3326222 1447272 1447272 568658 568658 1504630 0 1504630 0 25878450 21813583 4064867 867211 690827 176384 3731909 2972869 759040 1961816 1562798 399018 39588 39588 7600 7600 5426140 5363022 63118 0 1374529 154227 1220302 4592247 4355289 236958 1244306 1240722 3584 3955240 3955240 189958 179840 10118 1999415 1999415 9589320 9589320 771175 300282 470893 Food Expense 2230435 2230435 Medical Supplies 696504 696504 Bad Debt 257719 257719 Continuing Education 231662 215162 16500 343158 259333 83825 0 68908942 59852517 9056425 0 2119 502995 11875470 27051222 248672 380930 7596194 8406907 0 0 1207905 1165470 320548857 93352438 202928388 227196419 125376725 116413627 0 0 2275115 1365069 1621052 1485808 353131640 383968447 10059331 13077163 149800590 163737954 91026575 87796177 0 16952811 15916130 1488748 1816338 269328055 282343762 X 73404184 89809400 10399401 11815285 83803585 101624685 353131640 383968447 11084614 6736486 0 X X false true X true false X 1399100 2880633 9826588 5397462 2062465 21566248 58414084 59683429 58597853 66572356 74604869 317872591 430469 380409 380042 399165 740320 2330405 0 0 60243653 62944471 68804483 72368983 77407654 341769244 56802 134691 11000 113952 205895 522340 0 0 0 0 0 0 56802 134691 11000 113952 205895 522340 341246904 1122122 1026436 929137 1341051 1805049 6223795 0 1122122 1026436 929137 1341051 1805049 6223795 267 -84 183 0 0 0 0 0 0 61366042 63970823 69733620 73710034 79212703 347993222 0.9806 0.9818 0.02 0.0162 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1800 1800 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The organization pays dues to Leading Age NC. Approximately $1,800 were used for lobbying purposes. X 4 1.94 4 1 true true 10109746 10109746 271502531 77302820 194199711 21123343 14303522 6819821 17813237 1746096 16067141 227196419 Advance Admission Deposits 1733434 Bond Interest Payable 82904 1816338 X 86161229 6736486 0 6736486 79424743 568813 568813 79993556 68340129 0 0 68340129 568813 568813 68908942 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Company is exempt from federal income taxes under Section 501 (c) (3) of the Internal Revenue code; accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for federal and state income taxes. The Company has determined that it does not have any material unrecognized tax benefits or obligations as of December 31, 2023. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Grants in Revenue - 568813 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Grants in Revenues - 568813 true MemoryCare 100 Far Horizon Lane Asheville NC 28803 562178294 501(c)(3) 30974 Community Improvement Four Seasons Foundation 211 Maint St Hendersonville NC 28801 475508988 501(c)(3) 10000 Community Improvement United Methodist Committee on Relief 458 Ponce De Leon Avenue ATLANTA GA 30308 300989628 501(c)(3) 11631 Community Improvement Haywood Street Congregation 297 Haywood St Asheville NC 28801 455301549 501(c)(3) 11631 community improvement LeadingAge NC PO Box 27527 Raleigh NC 27611 561541496 501(c)(3) 40000 Community Improvement Blue Ridge Pride Center PO Box 2044 Asheville NC 28802 501(c)(3) 5000 Community Improvement Swannanoa Valley Christian Ministry 101 N Ridgeway Ave Black Mountain NC 28711 501(c)(3) 5100 Community Improvement 7 0 Resident Assistance 42 568658 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS TO INDIVIDUALS: SOCIAL WORKERS IDENTIFY RESIDENTS WITH FINANCIAL OR OTHER NEEDS AND REQUEST ASSISTANCE. THESE REQUESTS ARE REVIEWED BY MANAGERS TO ENSURE THAT THE INDIVIDUALS SELECTED MEET THE REQUIREMENTS APPROVED BY GIVENS ESTATES AND LIFEMINISTRIES FOR ASSISTANCE. GRANTS TO ORGANIZATIONS: MANAGEMENTS REVIEWS THESE GRANTS TO DETERMINE THAT THEY ARE CONSISTENT WITH GIVENS ESTATES' MISSION BEFORE THE GRANTS ARE APPROVED AND AWARDED. X true true X X X X true true false false false false false false false Kevin Schwab CEO 408737 0 57740 0 629 0 82908 0 23353 0 573367 0 0 0 Allen Squires CFO 322177 0 24451 0 22923 0 52769 0 15300 0 437620 0 0 0 John Cowan Executive Director - GE 270752 0 96139 0 15822 0 49781 0 14370 0 446864 0 0 0 Ken Kramer Executive Director - Givens Highland Farms 193881 0 17588 0 605 0 50000 0 23352 0 285426 0 0 0 Neal Lail VP Marketing 178395 0 18090 0 1131 0 0 0 7080 0 204696 0 0 0 David Kerestes Controller 154554 0 1740 0 395 0 16527 0 23352 0 196568 0 0 0 Christian Grunder VP HR 147952 0 2840 0 237 0 16456 0 23352 0 190837 0 0 0 Ricky Foor VP IT 144910 0 2840 0 395 0 6760 0 25167 0 180072 0 0 0 Brian Guengerich VP Development 134193 0 2090 0 263 0 5663 0 23352 0 165561 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Officers receive a bonus to pay for taxes associated with the 162 life insurance plan. The Minister receives a housing allowance. Schedule J, Part I, Line 4a Severance or change-of-control payment During the year John Cowan received $143,670 related to his retirement. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Ken Kramer received $20,000 and Kevin Schwab received $30,000 in 457(f) plans. A PUBLIC FINANCE AUTHORITY 273866124 2017-04-05 52980000 REFUNDING BONDS - SERIES 2017 false false false B Public Finance Authority 273866124 74444vbb5 2021-10-06 54216248 Retirement Facilities Revenue Bonds - Series 2021 false false false A 11850000 52721348 258652 52721348 true true true true B 54261424 804487 53411761 2024 false false false false A false false false false 0.0 false false false B false false false false 0.0 false false true A false false false true false false false false false B false false false false false false false false true A true B true Schedule K, Part IV, Line 2c COLUMN A Issuer name: PUBLIC FINANCE AUTHORITY The calculation for computing no rebate due was performed on 03/31/2022 Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: Public Finance Authority Difference Between schedule K part I proceeds of issuance and schedule k part II line 3 is due to interest earned. X 27 2500 Market value X 1 7415 Market value X Meal Donations 4 3458 Market value false true false Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - Number of items received Other - Meal Donations number of donors Securities - Publicly traded - number of contributors Form 990, Part VI, Line 1a Delegate broad authority to a committee THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, VICE CHAIRPERSON, SECRETARY AND TREASURER OF THE CORPORATION AND THE CHAIRPERSON OF SUCH STANDING COMMITTEES OF THE BOARD AS THE BOARD MAY FROM TIME TO TIME DESIGNATE AS BEING ADDITIONAL MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT AS TO SUCH POWERS AS THE BOARD MAY EXPRESSLY RESERVE TO ITSELF BY FORMAL RESOLUTION, THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION IN ACCORDANCE WITH AND AS LIMITED BY THE POLICIES AND BUDGETS ESTABLISHED BY THE ENTIRE BOARD. THE EXECUTIVE COMMITTEE'S ACTIONS SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE NEXT REGULAR OR SPECIAL MEETING OF THE BOARD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS, WHICH SHALL CONSIST OF A MINIMUM OF TWENTY FOUR PERSONS IN NUMBER FROM TIME TO TIME AND WHO SHALL BE APPROVED BY THE WESTERN NORTH CAROLINA ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 WAS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. THE RETURN WAS DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING AND REVIEWED AT A SUBSEQUENT MEETING. Form 990, Part VI, Line 12c Conflict of interest policy THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. WHEN AN INDIVIDUAL BECOMES AWARE OF A NEW CONFLICT, HE OR SHE MUST FILL OUT ANOTHER CONFLICT OF INTEREST FORM. IF A BOARD MEMBER DOES HAVE A CONFLICT, HE OR SHE SHOULD ACKNOWLEDGE THE CONFLICT AND EXCUSE THEMSELVES FROM DISCUSSING OR VOTING ON AN ISSUE WHERE THERE IS A CONFLICT. IF ANYONE BECOMES AWARE OF A BOARD MEMBER NOT ACKNOWLEDGING A CONFLICT, WE MAKE THE BOARD CHAIRPERSON AWARE OF THE ISSUE AND ACT ACCORDINGLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE GIVENS ESTATES HAS DEVELOPED AN EXECUTIVE COMPENSATION POLICY THAT PROVIDES A BROAD-BASED FOUNDATION FOR A FAIR, REASONABLE, AND COMPETITIVE COMPENSATION PACKAGE FOR THE EXECUTIVE LEADERSHIP. THE COMPENSATION PACKAGES ARE DETERMINED ANNUALLY COMMENSURATE WITH THEIR PERFORMANCE EVALUATIONS. THE EXECUTIVE COMMITTEE REVIEWS JOB PERFORMANCE AND COMPARATIVE COMPENSATION MARKET DATA TO MAKE RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. OUTSIDE INDEPENDENT CONSULTANTS ARE ENGAGED TO ENSURE REASONABLENESS OF THE COMPENSATION PACKAGES. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE GIVENS ESTATES HAS DEVELOPED AN EXECUTIVE COMPENSATION POLICY THAT PROVIDES A BROAD-BASED FOUNDATION FOR A FAIR, REASONABLE, AND COMPETITIVE COMPENSATION PACKAGE FOR THE EXECUTIVE LEADERSHIP. THE COMPENSATION PACKAGES ARE DETERMINED ANNUALLY COMMENSURATE WITH THEIR PERFORMANCE EVALUATIONS. THE EXECUTIVE COMMITTEE REVIEWS JOB PERFORMANCE AND COMPARATIVE COMPENSATION MARKET DATA TO MAKE RECOMMENDATIONS TO THE FULL BOARD FOR APPROVAL. OUTSIDE INDEPENDENT CONSULTANTS ARE ENGAGED TO ENSURE REASONABLENESS OF THE COMPENSATION PACKAGES. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE. THE FINANCIAL STATEMENTS ARE POSTED ON EMMA WEBSITE AND GUIDESTAR WEBSITE AS WELL. Form 990, Part VIII, Line 2f Other Program Service Revenue Life Ministries Revenue - Total Revenue: 410933, Related or Exempt Function Revenue: 410933, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XII, Line 1 Change of accounting method or other type of acounting method The process has not changed since the prior year. LIFEMINISTRIES OUTREACH LLC 2360 SWEETEN CREEK RD Asheville NC 28803 202098413 EDUCATING LOW-INCOME SENIORS TO ACCESS NEEDED HEALTH AND AGING SERVICES NC 410778 427392 Givens Estates Inc GIVENS HIGHLAND FARMS LLC 2360 Sweeten Creek Asheville NC 28806 460962122 Senior Living and Care NC 20729616 118183348 Givens Estates Inc Givens Gerber Park II LLC 2360 Sweeten Creek Asheville NC 28803 364851537 Senior Living and Care NC 2392768 12434134 Givens Estates Inc Givens Choice 2360 Sweeten Creek Road Asheville NC 28803 home care NC 379849 3057822 Givens Estates Inc GIVENS AFFORDABLE COMMUNITIES INC 2360 Sweeten Creek Asheville NC 28803 364784099 To Assist in Certain Activities for Givens Estates NC 501(c)(3) Type II Givens Estates Inc true Gerber Park of Asheville III 2360 Sweeten Creek Road Asheville NC 28803 510199312 Real Estate - Rental NC N/A Excluded -14 -138 false true 0.49 false true true false false false false false false true false true false true true true true true false Givens Affordable Housing R 898937 Cost