2025-11-13T15:26:46+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2024-01-01 510199312 THE GIVENS ESTATES INC GIVE 8282744800 2360 SWEETEN CREEK ROAD Asheville NC 28803 Kevin Schwab CEO 8282744800 2025-11-13 true true Amy Bibby P00445891 8282542254 2025-11-13 2024 2025-03-06 01:10:19Z Kevin Schwab 2360 SWEETEN CREEK ROAD Asheville NC 28803 103433109 false X www.givensestates.org X 1975 NC VISION STATEMENT: EXPANDING THE POSSIBILITIES FOR AGING 28 28 595 140 0 2062465 3107362 74604869 82693125 2585902 8652017 740320 8990716 79993556 103443220 2015930 1435152 0 0 33944016 38827823 0 0 0 32948996 42346438 68908942 82609413 11084614 20833807 383968447 416171400 282343762 292795542 101624685 123375858 IMPROVING LIVES THROUGH COMMUNITIES, SERVICES, AND OUTREACH CORE VALUES OUR CORE VALUES ARE COMMITMENT, CARING, COURAGE AND COLLABORATION. false false 73156369 1435152 82693125 Givens Life Ministries serves as the outreach and community impact arm of Givens Communities, extending the organization's mission beyond its campuses to older adults and families across Western North Carolina. In addition to providing housing, support, and health and wellness services for approximately 1,450 seniors across four campuses, Givens Life Ministries reaches thousands of additional individuals annually through community-based programs that promote health, independence, and dignity for people of all economic levels. Through partnerships and charitable support, the ministry offers a broad range of services, including wellness and health education, medication assistance, nutritious meal sites, diabetes and chronic disease management programs, and a community nurse who helps lower-income residents navigate the healthcare system. This work is supported through philanthropic contributions, endowment earnings, and operating revenues, ensuring that Givens' commitment to compassionate service, wellness, and aging with dignity extends well beyond its residential communities. 73156369 true true false true false false true false false false true false false false true true false true false false false false false false false false false true true true true false false false false false false false false false false false false false false true true true true false false true 63 0 true 595 true false false false false false false false false false false false false X 28 28 true false false false false true false true true false false false true true true true true true true true true true X 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 Alisa 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 Doris P Loomis Esq Director 1.0 1.0 X 0 0 0 Dr Kelli R Brown 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 Gerald H Meyer 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 Kemper W Brown Sr 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 Rev W Mark Ralls Director 1.0 1.0 X 0 0 0 Robert C Roberts 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 Suzanne M Sutherland 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 1.0 X 406158 0 33203 Kevin Schwab CEO 40.0 1.0 X 500175 0 87060 Scott Farkas COO 40.0 X 240573 0 50852 Ken Kramer Executive Director - Givens Highland Farms 40.0 X 218970 0 56130 Kirsten Cone Executive Director - GE 40.0 X 166327 0 20124 Brian Guengerich VP Development 40.0 X 160776 0 30275 Christian Grunder VP HR 40.0 X 168854 0 34139 David Kerestes Controller 40.0 X 162868 0 33803 Neal Lail VP Marketing 40.0 X 204733 0 7080 Ricky Foor VP IT 40.0 X 160365 0 30210 2389799 0 382876 36 false true false Frank L Blum Construction PO Box 4153 WinstonSalem NC 27115 Construction 21683728 US Foodservice PO Box 602292 Charlotte NC 28260 Food Service 2422403 Functional Pathways 10133 Sherill Blvd Knoxville TN 379323347 Therapy 1573255 Katalyst PO Box 896983 Charlotte NC 282896983 Software 795155 RLPS II 250 Valleybrook Drive Lancaster PA 17601 Architecture 635380 48 3107362 17277 3107362 Residential Revenue 623000 53703064 53703064 Long-term Care Revenue 623000 17373952 17373952 Assisted Living Revenue 623000 4665289 4665289 Food Services Revenue 623000 4036902 4036902 Other Resident Revenue 623000 2614813 2614813 299105 299105 0 0 82693125 3237689 3237689 0 0 5404217 -10111 5404217 10111 5414328 5414328 Hurricane Insurance Proceeds 900099 7500000 7500000 Miscellaneous Revenue 900099 1490716 1490716 0 0 0 0 8990716 103443220 82693125 0 17642733 1123613 1123613 311539 311539 1532203 1532203 29979493 25655726 4323767 992111 807742 184369 4195035 3415451 779584 2128981 1733342 395639 23356 23356 2031 2031 3614369 3560883 53486 0 1473279 116847 1356432 3944549 3731016 213533 1311006 1311006 4177215 4177215 184909 176824 8085 2904816 2904816 10824975 10824975 781778 292133 489645 Hurricane Expenses 9114326 9114326 FOOD EXPENSE 2419160 2419160 MEDICAL SUPPLIES 645757 645757 BAD DEBT 302205 302205 622707 531793 90914 0 82609413 73156369 9453044 0 502995 332330 27051222 46326172 380930 307780 8406907 17895752 0 0 0 0 1165470 1099300 345316926 103355205 227196419 241961721 116413627 106327379 0 0 1365069 455023 1485808 1465943 383968447 416171400 13077163 18911922 163737954 172265070 87796177 84480741 0 0 15916130 14879449 1816338 2258360 282343762 292795542 89809400 109434032 11815285 13941826 101624685 123375858 383968447 416171400 20833807 917366 0 X X false true true false X 2880633 9826588 5397462 2062465 3107362 23274510 59683429 58597853 66572356 74604869 82693125 342151632 380409 380042 399165 740320 8990716 10890652 0 0 62944471 68804483 72368983 77407654 94791203 376316794 134691 11000 113952 205895 289162 754700 0 0 0 0 0 0 134691 11000 113952 205895 289162 754700 375562094 1026436 929137 1341051 1805049 3237689 8339362 0 1026436 929137 1341051 1805049 3237689 8339362 -84 -84 0 0 0 0 0 0 63970823 69733620 73710034 79212703 98028892 384656072 0.97636 0.98061 0.02 0.02 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1411 1411 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The organization pays dues to Leading Age and Leading Age NC. Approximately $1,411 were used for lobbying purposes. X 4 1.94 4 1 true true 10666004 10666004 295341323 84925036 210416287 24060438 16461054 7599384 15249161 1969115 13280046 241961721 Federal Income Taxes Advance Admission Deposits 2183184 Bond Interest Payable 75176 2258360 X 104049047 917366 0 917366 103131681 311539 311539 103443220 82297874 0 0 82297874 311539 311539 82609413 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, 2024. true Four Seasons Foundation 211 N Main St Hendersonville NC 28792 475508988 501(c)(3) 10000 Tree of Lights Event Platinum Sponsorship Asheville Symphony 27 College Pl Ste 100 Asheville NC 28801 566060772 501(c)(3) 15000 Symphony in the Park Event Title Sponsorship Haywood Street Community Development PO Box 2982 Asheville NC 28802 852431526 501(c)(3) 10000 General support for community development for vulnerable populations including seniors 3 0 Resident Assistance 30 311539 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 X true true X X X X false true false false false false false false false Allen Squires CFO 341523 0 43432 0 21203 0 17903 0 15300 0 439361 0 0 0 Kevin Schwab CEO 450810 0 48537 0 828 0 63708 0 23352 0 587235 0 0 0 Scott Farkas COO 235853 0 4396 0 324 0 27500 0 23352 0 291425 0 0 0 Kirsten Cone Executive Director - GE 165082 0 840 0 405 0 0 0 20124 0 186451 0 0 0 Ken Kramer Executive Director - Givens Highland Farms 202072 0 16070 0 828 0 32778 0 23352 0 275100 0 0 0 Brian Guengerich VP Development 145476 0 14940 0 360 0 6923 0 23352 0 191051 0 0 0 Christian Grunder VP HR 164740 0 3790 0 324 0 10787 0 23352 0 202993 0 0 0 David Kerestes Controller 161313 0 1015 0 540 0 10451 0 23352 0 196671 0 0 0 Neal Lail VP Marketing 185595 0 17590 0 1548 0 0 0 7080 0 211813 0 0 0 Ricky Foor VP IT 156735 0 3090 0 540 0 5168 0 25042 0 190575 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. Schedule J, Part I, Line 1a Housing allowance or residence for personal use The Minister receives a housing allowance. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The individuals below received the following amounts in 457(f) plans. -Kevin Schwab: $45,900 -Allen Squires: $2,530 -Scott Farkas: $12,500 -Ken Kramer: $20,000 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 15010000 52721348 258652 52721348 true true true true B 54261424 804487 53411761 2024 false false false false A false false false false false false 0 0 0.0 false false 0 false false B false false false false false false 0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false false B false false false false false false 0 false false false 0 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. 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 2 Family/business relationships amongst interested persons Joe McGuire, Doris Loomis and Murphy Fletcher - Business relationship 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: 299105, Related or Exempt Function Revenue: 299105, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XII, Line 2c Change of oversight process or selection process 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 299000 722993 Givens Estates Inc GIVENS HIGHLAND FARMS LLC 2360 Sweeten Creek Asheville NC 28806 460962122 Senior Living and Care NC 31727211 131229453 Givens Estates Inc Givens Gerber Park II LLC 2360 Sweeten Creek Asheville NC 28803 364851537 Senior Living and Care NC 2784502 12872905 Givens Estates Inc Givens Choice 2360 Sweeten Creek Road Asheville NC 28803 home care NC 1180515 5589346 Givens Estates Inc GERBER PARK OF ASHEVILLE LLC 2360 SWEETEN CREEK ROAD ASHEVILLE NC 28803 471832794 Real Estate - Rental NC 2 -279 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 Excluded false true 0.49 THE SENIOR RESIDENCS AT LAKE JUNALUSKA LP 2360 SWEETEN CREEK ROAD Asheville NC 28803 Senior Living and Care NC Excluded -243271 0 false true 0.9999 false true true false false false false false false true false true false true true true true true false Givens Affordable Housing R 947721 Cost