BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY (EIN 57-0337132)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202303069349300530
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T08:50:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570337132 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP GADSDEN EPISCOPAL RETIREMENT | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISH | BusinessNameControlTxt |
| Phone | 8434066298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29412 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH TIPTON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8434066298 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | TIPTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH TIPTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,956,984 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BISHOPGADSDEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF A FAITH-BASED RETIREMENT FACILITY PROVIDING HOUSING AND HEALTH CARE SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 807 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,487,278 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,376,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,773,902 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,315,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,407,799 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,491,860 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,118 | PYOtherRevenueAmt |
| CY Other Revenue | $204,113 | CYOtherRevenueAmt |
| PY Total Revenue | $50,827,097 | PYTotalRevenueAmt |
| CY Total Revenue | $48,387,457 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $855,913 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $654,437 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,131,910 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,918,082 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $181,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,491,081 | PYOtherExpensesAmt |
| CY Other Expenses | $30,921,166 | CYOtherExpensesAmt |
| PY Total Expenses | $43,478,904 | PYTotalExpensesAmt |
| CY Total Expenses | $55,493,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,348,193 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,106,228 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $293,506,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,676,122 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $226,350,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $237,362,196 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,156,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,313,926 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BISHOP GADSDEN, A LIFE CARE RETIREMENT COMMUNITY, EMBRACES GOD'S CALL TO MINISTRY. WE AFFIRM POSITIVE LIVING FOR ALL WHO LIVE AND WORK HERE. WE SERVE WITH INTEGRITY. WE EXERCISE WISE STEWARDSHIP. WE REACH OUT WITH A GENEROUS SPIRIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,574,202 | ExpenseAmt |
| Revenue | $43,315,096 | RevenueAmt |
| Desc | FOUNDED BY THE FOURTH EPISCOPAL BISHOP OF SOUTH CAROLINA IN 1850, BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY UPHOLDS THE TRADITION OF FAITH-BASED, NOT-FOR-PROFIT ORGANIZATIONS DEDICATED TO THE WELL-BEING OF THOSE PERSONS WHO, BECAUSE OF AGE, PERSONAL CONDITIONS, HEALTH AND THEIR EXPRESS DESIRE, CHOOSE TO RESIDE IN A RETIREMENT COMMUNITY. BISHOP GADSDEN IS A MISSION-DRIVEN, NON-PROFIT-DRIVEN, ORGANIZATION. IT HAS A LONG-TERM OBLIGATION TO ITS RESIDENTS AND IS COMMITTED TO REMOVING FINANCIAL BARRIERS TO RESIDENCY. ITS ROOTS IN THE GREATER CHARLESTON COMMUNITY SPAN OVER 172 YEARS AND, THROUGH THE YEARS, IT HAS RESPONDED TO SPECIFIC NEEDS OF THE GREATER COMMUNITY. IT HAS LONG BEEN OPEN TO ALL MEN AND WOMEN WITHOUT REGARD TO RACE, CREED, RELIGION, SEXUAL PREFERENCE, OR NATIONAL ORIGIN.RETIREMENT COMMUNITY: BISHOP GADSDEN SERVES APPROXIMATELY 500 SENIOR ADULTS, 62 YEARS OF AGE AND OLDER, RESIDING IN FOUR LEVELS OF CARE: INDEPENDENT COMMUNITY (268 UNITS), ASSISTED LIVING (79 UNITS), MEMORY SUPPORT (32 BEDS), AND SKILLED NURSING CARE (100 BEDS). BISHOP GADSDEN OPERATES TO MEET THE PRIMARY NEEDS OF SENIOR CITIZENS BY PROVIDING (1) RESIDENTIAL FACILITIES DESIGNED TO MEET PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS, AND SIMILAR NEEDS OF THE ELDERLY, (2) ACCESS TO HEALTH CARE SERVICES AS NEEDED, (3) ASSURANCE THAT THE ORGANIZATION IS RUN IN A FISCALLY RESPONSIBLE MANNER, AND (4) THE COMMITMENT OF FINANCIAL SECURITY TO ANY RESIDENT WHO RUNS OUT OF MONEY THROUGH NO FAULT OF HIS/HER OWN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $614,590 | ExpenseAmt |
| Grant | $614,590 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CHARITABLE GIVING AND GENEROUS SPIRIT PROGRAMS: THROUGHOUT BISHOP GADSDEN'S HISTORY, A COMMITMENT TO GIVING HAS BEEN ON THE FOREFRONT RESULTING IN OVER $12 MILLION IN CHARITABLE CARE AND GIFTS BEING RAISED FOR CHARITABLE CARE WITHIN THE COMMUNITY AND DISTRIBUTED TO OTHER NON-PROFIT ORGANIZATIONS IN OUR LOCAL COMMUNITY.THE CHARITABLE MISSION COMMITTEE'S NONPROFIT SELECTION CHAIR AND FELLOW RESIDENTS SELECT A SMALL GROUP (5 TO 7) OF NONPROFITS FROM A LIST OF 30 TO 40 NONPROFIT GRANT APPLICATIONS TO SUPPORT EACH YEAR. LED BY RESIDENTS, WITH ASSISTANCE FROM TEAM MEMBERS OF THE CHARITABLE GIVING OFFICE, THE CHARITABLE MISSION COMMITTEE SETS A FUNDRAISING GOAL. IN 2022, THIS IMPORTANT COMMITTEE DISBURSED $424,000 IN CASH. THESE FUNDS WERE ALLOCATED AS FOLLOWS: $132,100 EACH, TO BARRIER ISLANDS FREE MEDICAL CLINIC AND LOWCOUNTRY FOOD BANK, $80,100 EACH TO JAMES ISLAND OUTREACH, LOW COUNTRY ORPHAN RELIEF, $2,800 METONIA, $2,250 TURN90, $2,600 HALLIE HILL ANIMAL SANCTUARY AND CHARLESTON ANIMAL SOCIETY. ADDITIONALLY, $9,366 IN IN-KIND ITEMS, PLUS 600 TOYS FOR HABITAT FOR HUMANITY AND TOYS FOR TOTS WERE DONATED. IN ADDITION TO CHARITABLE CAUSES THAT SUPPORT OUTSIDE ORGANIZATIONS, RESIDENTS AND STAFF CONTRIBUTE TO THE STRONGHEART EMPLOYEE EDUCATION SCHOLARSHIP, WITH $99,808 BEING DISTRIBUTED TO EMPLOYEES FOR EDUCATION PURPOSES AND EDUCATION DEBT ELIMINATION, AS WELL AS THE EMPLOYEE ASSISTANCE FUND, WHICH GAVE LOANS AND GRANTS IN THE NET AMOUNT OF $28,867. IN ADDITION, THE EMPLOYEE ASSISTANCE FUND PROVIDED $11,400 IN BACK-TO-SCHOOL FUNDS FOR ELIGIBLE EMPLOYEES.RESIDENTS AND STAFF CONTRIBUTE MORE THAN 10,300 VOLUNTEER HOURS TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS, AN INVESTMENT OF $308,176. ADDITIONALLY, BISHOP GADSDEN'S CULINARY DEPARTMENT DONATED 19,691 POUNDS OF FOOD, EQUALING A GIFT OF $33,499, AND 29,536 MEALS. EXECUTIVE STAFF ALSO SIT ON COMMUNITY BOARDS SUCH AS ROPER ST. FRANCIS, VANTAGE POINT FOUNDATION, LOWCOUNTRY ASSOCIATION OF FUNDRAISING PROFESSIONALS, SC/NC PLANNED GIVING CONFERENCE, SEA ISLAND HABITAT FOR HUMANITY, LEADINGAGE SC AND WE ARE SHARING HOPE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,847 | ExpenseAmt |
| Grant | $39,847 | GrantAmt |
| Desc | RESIDENT ASSISTANCE PROGRAM: BISHOP CHRISTOPHER GADSDEN FOUNDED THE HOME FOR ORPHANS AND WIDOWS IN 1850 TO ASSIST THOSE IN NEED. HIS VISION FOR A CARING COMMUNITY IS THE HEART AND SOUL OF THE ORGANIZATION NOW CALLED BISHOP GADSDEN. AT THE CORE OF BISHOP GADSDEN IS THE BELIEF AND EXECUTION OF THE CHARITABLE MISSION.SINCE 1995, BISHOP GADSDEN'S RESIDENT ASSISTANCE FUND HAS DONATED MORE THAN $5.20 MILLION IN CHARITABLE CARE TO RESIDENTS FACING FINANCIAL DIFFICULTIES. THE RESIDENT ASSISTANCE FUND ALLEVIATES ANY ANXIETIES RESIDENTS AND THEIR FAMILIES HAVE BY ASSURING THEM THAT THEY WILL CONTINUE TO RECEIVE THE CARE THEY NEED REGARDLESS OF WHETHER THEY CAN PAY. THROUGH THE CONTINUED EFFORTS OF BISHOP GADSDEN RESIDENTS, FAMILIES, STAFF, AND OTHER ORGANIZATIONS, THE RESIDENT ASSISTANCE FUND CONTINUES TO BE A HIGH PRIORITY. THIS IMPERATIVE FUND ALLOWS BISHOP GADSDEN TO ASSIST RESIDENTS AND FUTURE RESIDENTS WHO, BY NO FAULT OF THEIR OWN, CAN NO LONGER AFFORD THEIR CONTINUED CARE, WHILE ALSO SUPPORTING OUTSIDE CHARITABLE ORGANIZATIONS.ALL RESIDENTS WHO ARE RECEIVING FINANCIAL SUPPORT OR ASSISTANCE ARE BETWEEN THE AGES OF 73-98. THEY COME FROM THE GREATER CHARLESTON AREA, ARE BOTH MALE AND FEMALE, AND CROSS ALL SOCIOECONOMIC LINES. BISHOP GADSDEN WILL CONTINUE TO EXTEND ASSISTANCE TO RESIDENTS, ACTING ON THE FIRM BELIEF THAT REMOVING ECONOMIC BARRIERS TO RESIDENCY IS PART OF ITS MISSION.IN 2022, $39,847 WAS DISTRIBUTED IN CHARITABLE CARE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $44,228,639 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 807 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE KERRISON EVPCFO | PersonNm |
| Phone | 8437623300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29412 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT VINGI | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN HUSSAIN | |||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID ADAMS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BALDWIN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEYWARD CARTER JR | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA CHRISTIE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE M HILL | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MELINDA LUCKA KELLEY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK J KELLY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NADINE LOMAX | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE ROBINSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV GREGORY SMITH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RT REV RUTH WOODLIFF-STANLEY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH E H TIPTON | |||||||||
| CEO/PRESIDENT | 60.00 | 0.00 | Yes (X) | $354,701 | $0 | $60,406 | |||
| LYNNE L KERRISON | |||||||||
| EVP/CFO | 60.00 | 0.00 | Yes (X) | $344,888 | $0 | $53,246 | |||
| AARON D ROOP | |||||||||
| SR. VP | 50.00 | 0.00 | $233,898 | $0 | $40,913 | Yes (X) | |||
| JONNA COOK | |||||||||
| VP OF HEALTH SERVICES | 50.00 | 0.00 | $174,826 | $0 | $23,313 | Yes (X) | |||
| JAMES A EPPER | |||||||||
| VP OF CULINARY SERVICES | 50.00 | 0.00 | $151,229 | $0 | $26,965 | Yes (X) | |||
| DANIEL F LARRABEE | |||||||||
| VP OF ENVIRONMENTAL SERVICES | 50.00 | 0.00 | $196,058 | $0 | $6,732 | Yes (X) | |||
| KIMBERLY BORTS | |||||||||
| VP OF MISSION AND COMMUNICATIONS | 50.00 | 0.00 | $171,663 | $0 | $17,891 | Yes (X) | |||
| LAURA WILSON | |||||||||
| VP OF MARKETING | 50.00 | 0.00 | $144,514 | $0 | $27,333 | Yes (X) | |||
| KATHERINE JAYNE | |||||||||
| VP OF COMMUNITY LIFE SERVICES | 50.00 | 0.00 | $134,828 | $0 | $30,022 | Yes (X) | |||
| S LEWIS RICE-BOYD | |||||||||
| DIRECTOR OF NURSING | 50.00 | 0.00 | $133,385 | $0 | $15,964 | Yes (X) | |||
| RYAN BENTLEY | |||||||||
| AD OF CULINARY SERVICES | 50.00 | 0.00 | $115,364 | $0 | $24,227 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,155,354 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $327,012 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| S K BURT CONSTRUCTION LLC | |||||
| 201 BAYBERRY RUN | SUMMERVILLE | SC | 29485 | CONSTRUCTION SERVICES | $2,304,313 |
| TURF TECHS LLC | |||||
| 127 HAMPTON HALL LN | MONCKS CORNER | SC | 29461 | LANDSCAPING SERVICES | $1,022,704 |
| RLPS ARCHITECTS | |||||
| 250 VALLEYBROOK DR | LANCASTER | PA | 17601 | ARCHITECTS | $911,034 |
| THRIVEWELL TECH | |||||
| 5285 WESTVIEW DR STE 200 | FREDERICK | MD | 21703 | CONSULTING SERVICES | $332,321 |
| BCG CONSULTANTS | |||||
| 76 HAGOOD AVE | CHARLESTON | SC | 29403 | PROJECT CONSULTING | $248,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,000 | GovernmentGrantsAmt |
| All Other Contributions | $3,372,388 | AllOtherContributionsAmt |
| Noncash Contributions | $335,702 | NoncashContributionsAmt |
| Total Contributions | $3,376,388 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $43,315,096 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,315,096 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,315,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,493,025 | TotalRevenueColumnAmt |
| Exclusion | $1,493,025 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,912 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,912 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,912 | TotalRevenueColumnAmt |
| Exclusion | $3,912 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,477,956 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,459,182 | SecuritiesAmt |
| Other | $19,939 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,774 | SecuritiesAmt |
| Other | -$19,939 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,165 | TotalRevenueColumnAmt |
| Exclusion | -$1,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $95,825 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $90,406 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,419 | TotalRevenueColumnAmt |
| Exclusion | $5,419 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| RESIDENT BILLINGS/IL CHARGES | 900099 | $85,346 | $85,346 |
| BUILDING SERVICES | 900099 | $47,541 | $47,541 |
| LATE CHARGES | 900099 | $32,270 | $32,270 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,625 | TotalRevenueColumnAmt |
| Exclusion | $29,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $194,782 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,387,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,315,096 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,695,973 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,515 | TotalAmt |
| Program Services | $474,515 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,922 | TotalAmt |
| Program Services | $179,922 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,667,175 | TotalAmt |
| Program Services | $1,456,810 | ProgramServicesAmt |
| Management And General | $199,971 | ManagementAndGeneralAmt |
| Fundraising | $10,394 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,653,310 | TotalAmt |
| Program Services | $15,425,807 | ProgramServicesAmt |
| Management And General | $2,117,448 | ManagementAndGeneralAmt |
| Fundraising | $110,055 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,518 | TotalAmt |
| Program Services | $403,285 | ProgramServicesAmt |
| Management And General | $55,356 | ManagementAndGeneralAmt |
| Fundraising | $2,877 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014,490 | TotalAmt |
| Program Services | $1,760,300 | ProgramServicesAmt |
| Management And General | $241,631 | ManagementAndGeneralAmt |
| Fundraising | $12,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,121,589 | TotalAmt |
| Program Services | $1,853,885 | ProgramServicesAmt |
| Management And General | $254,477 | ManagementAndGeneralAmt |
| Fundraising | $13,227 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,512 | TotalAmt |
| Management And General | $5,512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,500 | TotalAmt |
| Management And General | $55,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $778 | TotalAmt |
| Management And General | $778 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,895 | TotalAmt |
| Management And General | $126,895 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,013 | TotalAmt |
| Program Services | $1,036,222 | ProgramServicesAmt |
| Management And General | $504,791 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,227 | TotalAmt |
| Management And General | $280,227 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,466 | TotalAmt |
| Program Services | $1,943,387 | ProgramServicesAmt |
| Management And General | $526,633 | ManagementAndGeneralAmt |
| Fundraising | $15,446 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,975 | TotalAmt |
| Program Services | $2,718 | ProgramServicesAmt |
| Management And General | $522,081 | ManagementAndGeneralAmt |
| Fundraising | $176 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,305,398 | TotalAmt |
| Program Services | $4,303,673 | ProgramServicesAmt |
| Management And General | $1,725 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,021 | TotalAmt |
| Program Services | $78,991 | ProgramServicesAmt |
| Management And General | $55,845 | ManagementAndGeneralAmt |
| Fundraising | $2,185 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,733,764 | TotalAmt |
| Program Services | $2,733,764 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,048,260 | TotalAmt |
| Program Services | $8,728,803 | ProgramServicesAmt |
| Management And General | $319,457 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,318 | TotalAmt |
| Management And General | $1,764,318 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HEALTHCARE CENTER | $3,688,330 | $222,915 | $3,465,415 | |
| FOOD & BEVERAGE | $3,030,936 | $3,010,407 | $10,339 | $10,190 |
| EMPLOYEE EXPENSES | $316,562 | $68,788 | $247,274 | $500 |
| MEDICAL EXPENSES | $242,886 | $242,886 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,325 | TotalAmt |
| Program Services | $301,561 | ProgramServicesAmt |
| Management And General | $328,057 | ManagementAndGeneralAmt |
| Fundraising | $3,707 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,493,685 | TotalAmt |
| Program Services | $44,228,639 | ProgramServicesAmt |
| Management And General | $11,083,730 | ManagementAndGeneralAmt |
| Fundraising | $181,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,612,236 | BOYAmt |
| EOY | $11,640,642 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,803,239 | BOYAmt |
| EOY | $357,046 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,756 | BOYAmt |
| EOY | $67,760 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,225,675 | BOYAmt |
| EOY | $2,129,601 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,546 | BOYAmt |
| EOY | $288,536 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,780 | BOYAmt |
| EOY | $573,679 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $300,408,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,130,436 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,940,385 | BOYAmt |
| EOY | $212,278,361 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,000,792 | BOYAmt |
| EOY | $58,625,122 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,715,375 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,506,409 | BOYAmt |
| EOY | $292,676,122 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,364,125 | BOYAmt |
| EOY | $5,799,555 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,147,856 | BOYAmt |
| EOY | $56,389,404 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,680,263 | BOYAmt |
| EOY | $132,991,752 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,157,919 | BOYAmt |
| EOY | $42,181,485 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,350,163 | BOYAmt |
| EOY | $237,362,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,299,343 | BOYAmt |
| EOY | $41,670,258 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,856,903 | BOYAmt |
| EOY | $13,643,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,156,246 | BOYAmt |
| EOY | $55,313,926 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,506,409 | BOYAmt |
| EOY | $292,676,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,106,228 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,632,713 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,896,621 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,958,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,001,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,988,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,487,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,376,388 | CurrentTaxYearAmt |
| Total | $21,812,423 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,574,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,356,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,028,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,773,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,315,096 | CurrentTaxYearAmt |
| Total | $191,049,481 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,533,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,358,362 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,017,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,261,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,691,484 | CurrentTaxYearAmt |
| Total | $212,861,904 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,790 | CurrentTaxYearAmt |
| Total | $603,415 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,594,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,648,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,842,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,952,290 | CurrentTaxYearAmt |
| Total | $14,458,443 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,438,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,828,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,689,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,120,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,985,080 | CurrentTaxYearAmt |
| Total | $15,061,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $197,800,046 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $934,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,540,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,698,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,496,937 | CurrentTaxYearAmt |
| Total | $7,736,784 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,362 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $934,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,540,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,698,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,496,937 | CurrentTaxYearAmt |
| Total | $7,736,784 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $290,607 | CurrentTaxYearAmt |
| Total | $1,266,851 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,854,776 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,554,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,744,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,232,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,479,028 | CurrentTaxYearAmt |
| Total | $221,865,539 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89310 | PublicSupportPY509Pct |
| Investment Income CY | 0.03490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 117,530. 2019 AMOUNT: $ 110,044. 2020 AMOUNT: $ 20,555. 2021 AMOUNT: $ 43,927. 2022 AMOUNT: $ 4,180. CHAPEL SERVICES FEE - 2018 AMOUNT: $ 6,750. 2019 AMOUNT: $ 3,303. 2020 AMOUNT: $ 350. 2021 AMOUNT: $ 2,250. 2022 AMOUNT: $ 2,500. TOBACCO SURCHARGE REV - 2018 AMOUNT: $ 2,535. 2019 AMOUNT: $ 2,715. 2020 AMOUNT: $ 860. POSTAGE SALES - 2018 AMOUNT: $ 8,664. 2019 AMOUNT: $ 9,012. 2020 AMOUNT: $ 14,584. 2021 AMOUNT: $ 13,232. 2022 AMOUNT: $ 11,070. CLINIC HOURS INCOME - 2018 AMOUNT: $ 2,746. INDEPENDENT LIVING - 2018 AMOUNT: $ 5,975. 2019 AMOUNT: $ 6,389. 2020 AMOUNT: $ 11,089. 2021 AMOUNT: $ 34,150. 2022 AMOUNT: $ 85,346. PARKING - 2018 AMOUNT: $ 10,700. 2019 AMOUNT: $ 9,200. 2020 AMOUNT: $ 8,300. 2021 AMOUNT: $ 7,500. 2022 AMOUNT: $ 7,900. LATE CHARGES - 2018 AMOUNT: $ 23,801. 2019 AMOUNT: $ 15,887. 2020 AMOUNT: $ 29,053. 2021 AMOUNT: $ 20,351. 2022 AMOUNT: $ 32,270. GROSS SALES OF INVENTORY - 2018 AMOUNT: $ 75,888. 2019 AMOUNT: $ 102,067. 2020 AMOUNT: $ 67,307. 2021 AMOUNT: $ 95,444. 2022 AMOUNT: $ 95,825. WORKERS COMP REBATES - 2019 AMOUNT: $ 3,458. BUILDING SERVICES - 2020 AMOUNT: $ 35,023. 2021 AMOUNT: $ 53,414. 2022 AMOUNT: $ 47,541. REBATES - 2021 AMOUNT: $ 2,191. COLUMBARIUM - 2022 AMOUNT: $ 3,975. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $778 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $778 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS DUES TO LEADINGAGE AND LEADINGAGE SC, ORGANIZATIONS WHICH ADVOCATE FOR SENIOR CITIZENS. PORTIONS OF THE DUES PAID ARE ALLOCATED TO LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,316,274 | BeginningYearBalanceAmt |
| Contributions | $66,408 | ContributionsAmt |
| Investment Earnings Or Losses | -$758,790 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,250 | AdministrativeExpensesAmt |
| End Year Balance | $6,615,642 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,806,517 | BeginningYearBalanceAmt |
| Contributions | $102,905 | ContributionsAmt |
| Investment Earnings Or Losses | $414,352 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,500 | AdministrativeExpensesAmt |
| End Year Balance | $7,316,274 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,252,315 | BeginningYearBalanceAmt |
| Contributions | $38,914 | ContributionsAmt |
| Investment Earnings Or Losses | $522,788 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,500 | AdministrativeExpensesAmt |
| End Year Balance | $6,806,517 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,733,820 | BeginningYearBalanceAmt |
| Contributions | $71,295 | ContributionsAmt |
| Investment Earnings Or Losses | $574,700 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $127,500 | AdministrativeExpensesAmt |
| End Year Balance | $6,252,315 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,854,200 | BeginningYearBalanceAmt |
| Contributions | $47,233 | ContributionsAmt |
| Investment Earnings Or Losses | -$159,613 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,733,820 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,092,053 | OtherCostOrOtherBasisAmt |
| Book Value | $7,092,053 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $254,061,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,498,289 | DepreciationAmt |
| Book Value | $179,563,389 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,189,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,950,027 | DepreciationAmt |
| Book Value | $21,239,205 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,065,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $682,120 | DepreciationAmt |
| Book Value | $4,383,714 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $212,278,361 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES | $303,945 |
| OTHER LIABILITIES | $510,391 |
| REFUNDABLE ENTRANCE FEES | $41,367,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $42,181,485 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,140,361 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,632,713 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $7,295,211 | OtherRevenueAmt |
| Revenue Not Reported | -$5,337,502 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,477,863 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$90,406 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$90,406 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,387,457 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,982,681 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $90,406 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $90,406 | ExpensesNotReportedAmt |
| Expenses Subtotal | $54,892,275 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $601,410 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $601,410 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,493,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL, STRIVE FOR CONSISTENT ABSOLUTE RETURNS, PRESERVE PURCHASING POWER BY STRIVING FOR LONG-TERM RETURNS WHICH EITHER MATCH OR EXCEED THE SET PAYOUT, CONTROL FEES AND INFLATION WITHOUT PUTTING THE PRINCIPAL VALUE AT EXCESSIVE RISK, AND DIVERSIFY INVESTMENTS CONSISTENT WITH COMMONLY ACCEPTED INDUSTRY STANDARDS TO MINIMIZE THE RISK OF LARGE LOSSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -9,506. INVESTMENT FEES -126,895. FAIR VALUE ADJUSTMENT OF DERIVATIVE FINANCIAL INSTRUMENTS 7,431,612. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -90,406. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 90,406. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 126,895. RESIDENT GRANT SUPPORT TO OUTSIDE ORGANIZATIONS 474,515. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MY SISTER'S HOUSE | ||||||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 29415 | 570730861 | 501(C)(3) | $0 | $5,200 | THIRT SHOP VALUE | CLOTHING, FUNITURE, KITCHENWARE, AND MISC. | GENERAL COMMUNITY SUPPORT |
| BARRIER ISLAND FREE MEDICAL CLINIC | ||||||||||
| 3226 MAYBANK HIGHWAY BUILDING C | JOHNS ISLAND | SC | 29455 | 205628911 | 501(C)(3) | $132,100 | $0 | GENERAL COMMUNITY SUPPORT | ||
| JAMES ISLAND OUTREACH | ||||||||||
| 1860 CAMP RD | CHARLESTON | SC | 29412 | 570907554 | 501(C)(3) | $80,100 | $0 | GENERAL COMMUNITY SUPPORT | ||
| LOWCOUNTRY ORPHAN RELIEF | ||||||||||
| PO BOX 70185 | N CHARLESTON | DC | 29415 | 261108081 | 501(C)(3) | $80,100 | $0 | GENERAL COMMUNITY SUPPORT | ||
| LOWCOUNTRY FOOD BANK | ||||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | 570751835 | 501(C)(3) | $132,100 | $13,399 | CHARITABLE INVENTORY VALUE | FOOD | GENERAL COMMUNITY SUPPORT |
| ONE-EIGHTY PLACE | ||||||||||
| PO BOX 20038 | CHARLESTON | SC | 29413 | 570789483 | 501(C)(3) | $0 | $20,100 | CHARITABLE INVENTORY VALUE | FOOD | GENERAL COMMUNITY SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL SCHOLARSHIPS/EMPLOYEE ASSISTANCE/BACK TO SCHOOL GIFT CARDS | 64 | $140,075 |
| FINANCIAL ASSISTANCE TO RESIDENTS | 6 | $39,847 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL ASSISTANCE IS GIVEN TO RESIDENTS WHO QUALIFY FOR RESIDENCY IN EVERY WAY EXCEPT FINANCIAL. ALL PROSPECTIVE RESIDENTS SEEKING FINANCIAL ASSISTANCE UNDERGO THE SAME SCREENING THAT ALL OTHER PROSPECTIVE RESIDENTS DO. IF A CURRENT RESIDENT SEEKS FINANCIAL ASSISTANCE, BISHOP GADSDEN REQUIRES AN UPDATE OF HIS/HER CONFIDENTIAL FINANCIAL INFORMATION. WE MAY ALSO REQUIRE FURTHER DOCUMENTS IN THE FORM OF TAX RETURNS AND/OR BANK STATEMENTS. A RESIDENT IS NEVER ASKED TO LEAVE BISHOP GADSDEN IF HE/SHE OUTLIVES RESOURCES THROUGH NO FAULT OF HIS/HER OWN. EMPLOYEE EDUCATIONAL SCHOLARSHIPS ARE ALSO PROVIDED. EMPLOYEES COMPLETE AN APPLICATION AND A SCHOLARSHIP COMMITTEE DECIDES ON RECIPIENTS. THIS PROCESS HAPPENS TWICE ANNUALLY. EMPLOYEES WHO REQUIRE FINANCIAL ASSISTANCE LIKEWISE FILL OUT AN APPLICATION. A COMMITTEE PROVIDES OVERSIGHT TO THE EMPLOYEE ASSISTANCE FUND AND MAKES DECISIONS ON RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH E H TIPTON | ||||||||||||||
| CEO/PRESIDENT | $283,701 | $0 | $61,400 | $0 | $9,600 | $0 | $47,500 | $0 | $12,906 | $0 | $415,107 | $0 | $0 | $0 |
| LYNNE L KERRISON | ||||||||||||||
| EVP/CFO | $274,888 | $0 | $70,000 | $0 | $0 | $0 | $38,778 | $0 | $14,468 | $0 | $398,134 | $0 | $0 | $0 |
| AARON D ROOP | ||||||||||||||
| SR. VP | $193,898 | $0 | $40,000 | $0 | $0 | $0 | $16,745 | $0 | $24,168 | $0 | $274,811 | $0 | $0 | $0 |
| DANIEL F LARRABEE | ||||||||||||||
| VP OF ENVIRONMENTAL SERVICES | $131,058 | $0 | $65,000 | $0 | $0 | $0 | $5,995 | $0 | $737 | $0 | $202,790 | $0 | $0 | $0 |
| JONNA COOK | ||||||||||||||
| VP OF HEALTH SERVICES | $149,826 | $0 | $25,000 | $0 | $0 | $0 | $10,365 | $0 | $12,948 | $0 | $198,139 | $0 | $0 | $0 |
| KIMBERLY BORTS | ||||||||||||||
| VP OF MISSION AND COMMUNICATIONS | $126,663 | $0 | $45,000 | $0 | $0 | $0 | $10,517 | $0 | $7,374 | $0 | $189,554 | $0 | $0 | $0 |
| JAMES A EPPER | ||||||||||||||
| VP OF CULINARY SERVICES | $136,229 | $0 | $15,000 | $0 | $0 | $0 | $13,940 | $0 | $13,025 | $0 | $178,194 | $0 | $0 | $0 |
| LAURA WILSON | ||||||||||||||
| VP OF MARKETING | $124,514 | $0 | $20,000 | $0 | $0 | $0 | $19,976 | $0 | $7,357 | $0 | $171,847 | $0 | $0 | $0 |
| KATHERINE JAYNE | ||||||||||||||
| VP OF COMMUNITY LIFE SERVICES | $119,828 | $0 | $15,000 | $0 | $0 | $0 | $5,930 | $0 | $24,092 | $0 | $164,850 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | SARAH E. H. TIPTON (CEO/PRESIDENT) AND LYNNE KERRISON (CFO) PARTICIPATE IN A 457(B) DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE 457(B) PLANS WERE $20,500 AND $20,500, RESPECTIVELY. THIS COMPENSATION IS REFLECTED AS PART OF THE DEFERRED COMPENSATION REPORTED ON FORM 990, PART VII AND IN SCHEDULE J, PART II, COLUMN (C). |
| PART I, LINE 7 | THE RESIDENTS CONTRIBUTE MONEY TO THE ANNUAL APPRECIATION FUND. BASED ON THE AMOUNT RAISED A DOLLAR VALUE IS GIVEN TO EACH FULL TIME HOURLY EMPLOYEE - A PRO-RATED AMOUNT IS GIVEN TO EMPLOYEES NOT FULL TIME. THE BOARD OF TRUSTEES APPROVES A DOLLAR AMOUNT OF BONUS (TOTAL BONUS POOL) TO SALARIED STAFF AND SOME HOURLY STAFF (OVER AND ABOVE THE EMPLOYEE APPRECIATION AMOUNT) - THE BONUS TO THE CEO IS RECOMMENDED BY THE BOARD. THE OPERATIONAL RESULTS OF BISHOP GADSDEN IS A PRIMARY DRIVER OF THE BONUS POOL, ALONG WITH OPERATIONAL DIFFICULTIES, BUDGET BENCHMARKS, FEEDBACK FROM RESIDENTS, ETC. THE CEO, ALONG WITH INPUT FROM MANAGEMENT STAFF AND HR DETERMINES THE AMOUNT OF BONUS TO SALARIED STAFF. THIS IS BASED UPON NON-FINANCIAL METRICS AND THE RESULTS OF OPERATIONS. THE DISCUSSION IS DOCUMENTED IN THE BOARD MINUTES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| A | 570960018 | 2014-05-07 | $56,563,209 | REFUNDING OF SERIES 2002 AND CONSTRUCTION OF QUAY APARTMENT BUILDINGS | 0 | 0 | 0 | |
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| B | 570960018 | 2016-07-28 | $11,162,500 | TO REFUND THE SERIES 2002F1 BONDS | 0 | 0 | 0 | |
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| C | 570960018 | 2017-04-03 | $12,015,486 | REFUNDING OF SERIES 2007 BOND ISSUE | 0 | 0 | 0 | |
| SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY | ||||||||
| D | 570960018 | 2019-12-20 | $105,981,487 | CONSTRUCTION COSTS ASSOCIATED WITH REPOSITIONING PROJECT | 0 | 0 | 0 | 837031ZA4 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $37,840,054 | $56,563,209 | $660,000 | $42,791,783 | $13,111,426 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $5,705,659 | $11,162,500 | $162,181 | $11,000,319 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| C | $5,636,424 | $12,015,486 | $165,486 | $11,850,000 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| D | $106,081,806 | $1,398,828 | $103,393,515 | $1,257,718 | 2022 | 0 | 0 | 0 | Yes (1) | $5,725,674 | $3,073,951 | $1,430,573 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: SC JOBS - ECONOMIC DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/28/2017 |
| 2019 BOND ISSUE, PART II, LINE 3: | THE AMOUNT OF THE 2019 BOND ISSUE PROCEEDS ON PART II, LINE 3, DIFFERS FROM THE FACE VALUE OF THE BONDS IN PART I DUE TO INVESTMENT EARNINGS GENERATED DURING THE PROJECT PERIOD. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $335,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN INTERNAL REVIEW WAS PERFORMED BY THE ORGANIZATION'S ADMINISTRATIVE TEAM. A COPY OF FORM 990 WAS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW BEFORE FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY COVERS FAMILIES AND BUSINESS RELATIONSHIPS AS POTENTIAL SOURCES OF CONFLICT. AFTER THE STATEMENTS ARE TURNED IN, THEY ARE REVIEWED BY THE CHAIRMAN OF THE BOARD AND THE PRESIDENT/CEO. SHOULD A CONFLICT BE NOTED, THE CHAIRMAN AND PRESIDENT/CEO EITHER ASK THE BOARD MEMBER TO RESOLVE THE CONFLICT OR RECUSE HIM OR HERSELF FROM VOTING ON MATTERS WHERE THE CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | TO ENSURE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE SENIOR LIVING INDUSTRY, THE BOARD OF TRUSTEES REVIEWS 990 DATA AND ASSOCIATION PUBLICATIONS. THE BOARD ALSO QUESTIONS LEADING CONSULTANTS IN OUR INDUSTRY AND PERFORMS SALARY REVIEWS. A FORMAL COMPENSATION STUDY WAS PERFORMED FOR TOP EXECUTIVES IN 2022, WITH BOARD APPROVAL FOR COMPENSATION THAT WENT INTO EFFECT ON JANUARY 1, 2023. ALL DISCUSSIONS REGARDING COMPENSATION ARE DOCUMENTED IN BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -9,506. FAIR VALUE ADJUSTMENT OF DERIVATIVE FINANCIAL INSTRUMENTS 7,431,612. RESIDENT GRANT SUPPORT TO OUTSIDE ORGANIZATIONS 474,515. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP GADSDEN EPISCOPAL COMMUNITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BISHOP GADSDEN WAY | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 882582501 | EIN |
| Primary Activities | SENIOR LIVING COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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