MORAVIAN HOME INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MORAVIAN HOME INCORPORATED (EIN 56-0963926)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-01-30
- IRS object ID
- 201320309349300382
- Schema version
- 2011v1.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-30T11:03:26-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560963926 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN HOME INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORA | NameControl |
| Phone | 3367678130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SALEMTOWNE DRIVE | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN J TWISDALE | Name |
| Title | CFO | Title |
| Phone | 3367678130 | Phone |
| Date Signed | 2013-01-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALEMTOWNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CAROLYN J TWISDALE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SALEMTOWNE DRIVE | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19144976 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SALEMTOWNE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | LONG TERM CARE FOR THE ELDERLY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 362 | TotalNbrEmployees |
| Total Nbr Volunteers | 212 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1232642 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1098735 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16569423 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17038657 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 840510 | InvestmentIncomePriorYear |
| Investment Income Current Year | 650666 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 307160 | OtherRevenuePriorYear |
| Other Revenue Current Year | 264301 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18949735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19052359 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 665596 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 679265 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9091642 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9420777 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 125899 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7947745 | OtherExpensePriorYear |
| Other Expenses Current Year | 8149749 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17704983 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18249791 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1244752 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 802568 | RevenuesLessExpensesCY |
| Total Assets BOY | 68474344 | TotalAssetsBOY |
| Total Assets EOY | 68540459 | TotalAssetsEOY |
| Total Liabilities BOY | 44622070 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43510691 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23852274 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25029768 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SALEMTOWNE IS A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY THAT PROMOTES THE WELL-BEING OF ITS RESIDENTS BY PROVIDING A CARING ENVIRONMENT. SALEMTOWNE IS AN ECUMENICAL COMMUNITY THAT REFLECTS THE MORAVIAN VALUES OF INDIVIDUAL RESPECT, HOSPITALITY, LIFE-LONG LEARNING, AND LOVE OF THE ARTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 15782786 | Expense |
| Grants | 177732 | Grants |
| Revenue | 17038657 | Revenue |
| Description | SALEMTOWNE PROVIDED SERVICES THROUGH LONG-TERM CARE FOR ELDERLY IN THE WINSTON-SALEM COMMUNITY AND SURROUNDING AREAS. IT IS THE MISSION OF THE SALEMTOWNE COMMUNITY OUTREACH PROGRAM TO PROVIDE RESOURCES FOR SERVICES, PROGRAMS AND EDUCATION THAT ENHANCE THE QUALITY OF LIVING AND CARE FOR SENIOR ADULTS OF PIEDMONT NORTH CAROLINA. SALEMTOWNE STRIVES TO SHARE ITS EXPERTISE IN THE AREA OF AGING BY OFFERING EDUCATION AND TRAINING TO SENIOR ADULTS, FAMILIES AND CAREGIVERS; BY UTILIZING ITS TIME, TALENTS, AND FACILITIES FOR PROGRAMS AND EDUCATION; AND BY SPONSORING AND/OR SUPPORTING PROGRAMS OF ORGANIZATIONS AND ASSOCIATIONS DEDICATED TO SENIOR ADVOCACY. SALEMTOWNE PROVIDED CONTRIBUTIONS AND SERVICES TO ORGANIZATIONS SUCH AS: - ALZHEIMER'S ASSOCIATION OF FORSYTH COUNTY- AMERICAN HEART ASSOCIATION- ARDMORE MORAVIAN CHURCH- AUGSBURG LUTHERAN CHURCH- BOOKMARKS BOOK FESTIVAL - CALVARY MORAVIAN CHURCH - CARENET COUNSELING, INC.- COALITION OF MINISTRIES FOR OLDER ADULTS- COMMUNITY PARTNERSHIP FOR END OF LIFE (HOSPICE)- CONGREGATIONAL NURSE AND HEALTH MINISTRIES OF FORSYTH COUNTY- DIXIE CLASSIC FAIR- ECHO COUNCIL- EMMA BAHNSON SERVICE LEAGUE- N.C. CHAPLAINS' ASSOCIATION- FAMILY SERVICES- FORSYTH COUNTY AGING SERVICES- FORSYTH COUNTY SENIOR SERVICES- FORSYTH TECHNICAL COMMUNITY COLLEGE- HABITAT FOR HUMANITY- HANDS ON NWNC- HOSPICE & PALLIATIVE CARE CENTER- HOSPICE HOPE RUN/WALK- IWO JIMA SURVIVORS - JEFFERSON ELEMENTARY SCHOOL- KNOLLWOOD BAPTIST CHURCH - LEADERSHIP WINSTON SALEM- LIFE MINISTRIES- MARY ANN FOGLE SERVICE LEAGUE- MORAVIAN CHURCH SOUTHERN PROVINCE- MORAVIAN MUSIC FOUNDATION- N.C. NURSING HOME ADMINISTRATORS BOARD- N.C. DIRECTORS OF NURSING ADMINISTRATION - LONG TERM CARE- NATIONAL ASSOCIATION OF DIRECTORS OF NURSING - LONG TERM CARE- NORTHWEST AHEC- OLIVET MORAVIAN CHURCH- ROTARY CLUB OF FORSYTH COUNTY- SAMARITAN MINISTRIES- SHEPHERD'S CENTER- SPEAS SCHOOL/WINGS PROGRAM- SPECIAL NEEDS DANCE FOR ADULT HANDICAP - NO LIMITS 11- ST. PAUL'S EPISCOPAL CHURCH- STORYLINE- SUNNYSIDE MINISTRIES OF THE MORAVIAN CHURCH- UNITED WAY OF FORSYTH COUNTY- WAKE FOREST BAPTIST HEALTH- WAKE FOREST BAPTIST HEALTH STITCH CENTER FOR AGING - WAKE FOREST UNIVERSITY - INSTITUTIONAL REVIEW BOARD- WAKE FOREST UNIVERSITY (VARIOUS STUDENT GROUPS/CLASSES)- WINSTON SALEM FOUNDATION - WINSTON SALEM MAYOR'S PHYSICAL FITNESS DAYSALEMTOWNE'S CURRENT COMMUNITY BENEFIT PROGRAMS INCLUDE FINANCIAL ASSISTANCE FOR RESIDENTS MOVING THROUGH THE CONTINUUM OF CARE AT SALEMTOWNE, FINANCIAL ASSISTANCE FOR DIRECT ADMISSIONS TO THE ASSISTED LIVING CENTER & HEALTH CARE CENTER AT SALEMTOWNE, AND PARTICIPATION IN AND SUPPORT OF VARIOUS AGENCIES/ORGANIZATIONS LISTED ABOVE THROUGH DONATIONS OF CASH, TIME, PROPERTY AND MATERIALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 501533 | Expense |
| Grants | 501533 | Grants |
| Description | PROVIDED FINANCIAL ASSISTANCE FOR RESIDENTS MOVING THROUGH THE CONTINUUM OF CARE AT SALEMTOWNE. PROVIDED FINANCIAL ASSISTANCE FOR DIRECT ADMISSIONS TO THE ASSISTED LIVING CENTER & HEALTH CARE CENTER AT SALEMTOWNE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16284319 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 362 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN J TWISDALE CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3367678130 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 SALEMTOWNE DRIVE | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR VARDAMAN M BUCKALEW | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| DAVID COTTERILL | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| REGINALD F COMBS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DOUGLAS S BEETS | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARTY EDWARDS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN FERGUSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANNE GEIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEAN S GREENE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR FRANCIS JAMES III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN LONG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD MARVIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV BILL MCELVEEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALAN MOORE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR TIMOTHY PENNELL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR J HOWELL SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLOTTE ZAMJAHN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BETSY ANNESE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PEGGY CARTER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH LYDON | ||||||
| CEO | 40.00 | X | 183429 | 0 | 13675 | |
| CAROLYN TWISDALE | ||||||
| CFO | 40.00 | X | 129162 | 0 | 12183 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 312591 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25858 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEGACY HEALTHCARE SERVICES | |||||
| PO BOX 951003 | CLEVELAND | OH | 44193 | THERAPY | 502631 |
| WOOD HOME IMPROVEMENT INC | |||||
| 480 DULIN ROAD | MOCKSVILLE | NC | 27028 | CONSTRUCTION | 341057 |
| DIXON HUGHES GOODMAN LLP | |||||
| PO BOX 3049 | ASHEVILLE | NC | 28802 | CONTRACT PROFESSIONAL SERVICE | 148515 |
| HUGH G STRICKLAND INC | |||||
| PO BOX 4162 | WINSTONSALEM | NC | 271154162 | CONSTRUCTION | 117830 |
| S&L PAINTING | |||||
| 1011 W NORTHWEST BLVD | WINSTONSALEM | NC | 27101 | PAINTING/LABOR | 115357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 185932 | FundraisingEvents |
| All Other Contributions | 912803 | AllOtherContributions |
| Total Contributions | 1098735 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICES | 623000 | 14931336 | 14931336 |
| AMORT. OF ADVANCE FEES | 623000 | 2107321 | 2107321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17038657 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 222528 | TotalRevenueColumn |
| Exclusion | $222,528 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 439349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 11211 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 439349 | Securities |
| Other | -11211 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 428138 | TotalRevenueColumn |
| Exclusion | $428,138 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 185932 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 81406 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -81406 | TotalRevenueColumn |
| Exclusion | -$81,406 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| BEAUTY SHOP | 812900 | 124168 | $124,168 |
| FOOD SERVICE | 722210 | 85630 | $85,630 |
| GIFT SHOP INCOME | 453220 | 31517 | $31,517 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104392 | TotalRevenueColumn |
| Exclusion | $104,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 345707 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19052359 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17038657 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $914,967 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177732 | Total |
| Program Services | 177732 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501533 | Total |
| Program Services | 501533 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328238 | Total |
| Management And General | 326280 | ManagementAndGeneral |
| Fundraising | 1958 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7150093 | Total |
| Program Services | 6265424 | ProgramServices |
| Management And General | 811844 | ManagementAndGeneral |
| Fundraising | 72825 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123300 | Total |
| Program Services | 123300 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1216335 | Total |
| Program Services | 1203793 | ProgramServices |
| Management And General | 379 | ManagementAndGeneral |
| Fundraising | 12163 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602811 | Total |
| Program Services | 505041 | ProgramServices |
| Management And General | 91742 | ManagementAndGeneral |
| Fundraising | 6028 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36699 | Total |
| Management And General | 36699 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38900 | Total |
| Management And General | 38900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97791 | Total |
| Management And General | 97791 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421211 | Total |
| Program Services | 324395 | ProgramServices |
| Management And General | 89787 | ManagementAndGeneral |
| Fundraising | 7029 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111538 | Total |
| Program Services | 102294 | ProgramServices |
| Management And General | 8170 | ManagementAndGeneral |
| Fundraising | 1074 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2492747 | Total |
| Program Services | 2390503 | ProgramServices |
| Management And General | 77422 | ManagementAndGeneral |
| Fundraising | 24822 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140952 | Total |
| Program Services | 140917 | ProgramServices |
| Management And General | 35 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 766051 | Total |
| Program Services | 766051 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42933 | Total |
| Program Services | 41733 | ProgramServices |
| Management And General | 1200 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1583951 | Total |
| Program Services | 1583951 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2130320 | Total |
| Program Services | 2130320 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227080 | Total |
| Program Services | 365 | ProgramServices |
| Management And General | 226715 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 42373 | 16596 | 25777 |
| TRAINING | 7368 | 5063 | 2305 |
| MISCELLANEOUS | 5308 | 5308 | |
| BAD DEBT | 4527 | 4527 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18249791 | Total |
| Program Services | 16284319 | ProgramServices |
| Management And General | 1839573 | ManagementAndGeneral |
| Fundraising | 125899 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3500 | BOY |
| EOY | 3500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5766180 | BOY |
| EOY | 11453129 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503207 | BOY |
| EOY | 402848 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24086 | BOY |
| EOY | 48299 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130775 | BOY |
| EOY | 187888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66442802 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25905209 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41451820 | BOY |
| EOY | 40537593 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18758431 | BOY |
| EOY | 13913146 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1129780 | BOY |
| EOY | 1129780 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706565 | BOY |
| EOY | 864276 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68474344 | BOY |
| EOY | 68540459 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1180624 | BOY |
| EOY | 1433374 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9917089 | BOY |
| EOY | 9642241 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32144456 | BOY |
| EOY | 31173462 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1379901 | BOY |
| EOY | 1261614 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44622070 | BOY |
| EOY | 43510691 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13534546 | BOY |
| EOY | 14559647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 773604 | BOY |
| EOY | 873006 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9544124 | BOY |
| EOY | 9597115 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23852274 | BOY |
| EOY | 25029768 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68474344 | BOY |
| EOY | 68540459 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 802568 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 374926 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 656116 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1101798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1402710 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1232642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1098735 | CurrentTaxYear |
| Total | 5492001 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14664516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15385702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16429483 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16569423 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17038657 | CurrentTaxYear |
| Total | 80087781 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 220431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 318047 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 259342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 307159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 345794 | CurrentTaxYear |
| Total | 1450773 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15541063 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16805547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18091535 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18109224 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18483186 | CurrentTaxYear |
| Total | 87030555 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23471 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42185 | CurrentTaxYear |
| Total | 189863 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23471 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23577 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42185 | CurrentTaxYear |
| Total | 189863 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 86840692 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 911507 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 861103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 688036 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 222441 | CurrentTaxYear |
| Total | 3033952 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 911507 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 861103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 688036 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 350865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 222441 | CurrentTaxYear |
| Total | 3033952 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16452570 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17666650 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18779571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18460089 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18705627 | CurrentTaxYear |
| Total | 90064507 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96420 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.93500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 25.00 | TotalAcreage |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10317728 | BeginningOfYearBalance |
| Contributions | 316026 | Contributions |
| Investment Earnings Or Losses | 218896 | InvestmentEarningsOrLosses |
| Other Expenditures | 382529 | OtherExpenditures |
| End Of Year Balance | 10470121 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10255464 | BeginningOfYearBalance |
| Contributions | 241253 | Contributions |
| Investment Earnings Or Losses | 306422 | InvestmentEarningsOrLosses |
| Other Expenditures | 485411 | OtherExpenditures |
| End Of Year Balance | 10317728 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9644545 | BeginningOfYearBalance |
| Contributions | 616173 | Contributions |
| Investment Earnings Or Losses | 494329 | InvestmentEarningsOrLosses |
| Other Expenditures | 499583 | OtherExpenditures |
| End Of Year Balance | 10255464 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9682590 | BeginningOfYearBalance |
| Contributions | 268510 | Contributions |
| Investment Earnings Or Losses | 199864 | InvestmentEarningsOrLosses |
| End Of Year Balance | 9644545 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.91670 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08330 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3054250 | OtherCostOrOtherBasis |
| Book Value | 3054250 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58356620 | OtherCostOrOtherBasis |
| Depreciation | 23848793 | Depreciation |
| Book Value | 34507827 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4266510 | OtherCostOrOtherBasis |
| Depreciation | 1743608 | Depreciation |
| Book Value | 2522902 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 765422 | OtherCostOrOtherBasis |
| Depreciation | 312808 | Depreciation |
| Book Value | 452614 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40537593 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $23,100 |
| REFUNDABLE ADVANCE FEES | $456,954 |
| BOND INTEREST PAYABLE | $781,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1261614 | TotalOfAmounts |
| Total Revenue | 19052359 | TotalRevenue |
| Total Expenses | 18249791 | TotalExpenses |
| Excess Or Deficit For Year | 802568 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 398166 | NetUnrealizedGLOnInvestments |
| Other | -$23,240 | OtherAmount |
| Total Adjustments | 374926 | TotalAdjustments |
| Excess Or Deficit Per FS | 1177494 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19007158 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 398166 | NetUnrealizedGainsInvestments |
| Other Revenues | -443367 | OtherRevenues |
| Revenue Not Rptd F990 | -45201 | RevenueNotRptdF990 |
| Revenue Subtotal | 19052359 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19052359 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17829664 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 81406 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 81406 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17748258 | ExpensesSubtotal |
| Other Expenses Not Included | 501533 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 501533 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18249791 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE CONSERVATION EASEMENT IS REPORTED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AS PART OF PERMANENTLY RESTRICTED NET ASSETS. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SUPPORT FOR RESIDENTS IN FINANCIAL NEED, PERSONNEL RECRUITING AND OTHER GENERAL OBLIGATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE COMMUNITY IS A TAX EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE COMMUNITY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENFITS OR OBLIGATIONS AS OF MARCH 31, 2012. IN ADDITION, THE COMMUNITY QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE COMMUNITY BELIEVES THEY ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO MARCH 31, 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -23,240. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -23,240. FUNDRAISING EXPENSES 81,406. INDIVIDUAL ASSISTANCE INCLUDED IN INCOME -501,533. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 81,406. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INDIVIDUAL ASSISTANCE INCLUDED IN INCOME 501,533. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ASSOCIATE APPRECIATION | NameOfEvent1 |
| Gross Receipts Event1 | 73301 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73301 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 71974 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BABCOCK RENOVATIONS | NameOfEvent2 |
| Gross Receipts Event2 | 50050 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 50050 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 887 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 62581 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 62581 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 8545 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 185932 | GrossReceiptsTotal |
| Charitable Contributions Total | 185932 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 81406 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 81406 | DirectExpenseSummaryEvents |
| Net Income Summary | -81406 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| SAMARITAN MINISTRIES | ||||||||||
| 1243 PATTERSON AVE | WINSTONSALEM | NC | 27103 | 561490019 | 501(C)(3) | 44410 | FMV | FOOD | PROVIDED MEALS TO ORGANIZATIONS SUPPORTING ELDERLY POPULATION | |
| SENIOR SERVICES INC | ||||||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | 561085968 | 501(C)(3) | 78412 | FMV | FOOD | PROVIDED MEALS TO ORGANIZATIONS SUPPORTING ELDERLY POPULATION | |
| BOOKMARKS | ||||||||||
| PO BOX 11867 | WINSTONSALEM | NC | 27116 | 542152610 | 501(C)(3) | FMV | PROVIDED DONATION TO ORGANIZATION | 7500 | ||
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | ||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 900222618 | 501(C)(3) | 22151 | FMV | PROVIDED DONATION OF USE OF 5080 WACH. VILLAGE COTTAGE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | BENEVOLENT ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 17 | NumberOfRecipients |
| Amount Of Cash Grant | 501533 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: RESIDENTS - RESIDENTS MUST APPLY FOR FINANCIAL ASSISTANCE AND PROVIDE VERIFICATION OF ASSETS AND INCOME. APPLICANTS APPROVED FOR FINANCIAL ASSISTANCE MUST SIGN A FINANCIAL ASSISTANCE AGREEMENT OUTLINING THE TERMS AND CONDITIONS OF THE PROGRAM. THE MANAGER OF BILLING PREPARES A MONTHLY FINANCIAL ASSISTANCE REPORT LISTING USAGE OF FUNDS WHICH IS APPROVED BY THE DIRECTOR OF ACCOUNTING. FINANCIAL ASSISTANCE TOTALS ARE LISTED AS PART OF THE FINANCIAL STATEMENT PACKAGE FOR THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION. OUTSIDE ORGANIZATIONS - SALEMTOWNE CHOOSES TO GIVE TO WELL ESTABLISHED NON-PROFIT ORGANIZATIONS IN GOOD STANDING WITH THE IRS WHO SUPPORT AND/OR ENHANCE OUR MISSION AND VALUES. |
| IT IS THE MISSION OF SALEMTOWNE AND ITS OUTREACH PROGRAM TO PROVIDE HOUSING AND SERVICES FOR RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, RESOURCES FOR SERVICES, PROGRAMS AND EDUCATION THAT ENHANCE THE QUALITY OF LIVING AND CARE FOR THE SENIOR CITIZENS OF PIEDMONT NORTH CAROLINA. SALEMTOWNE STRIVES TO SHARE ITS EXPERTISE IN THE AREA OF AGING BY OFFERING EDUCATION AND TRAINING TO SENIORS, FAMILIES AND CARE GIVERS; BY UTILIZING ITS TIME, TALENTS, AND FACILITIES FOR PROGRAMS AND EDUCATION; AND BY SPONSORING PROGRAMS OF ORGANIZATIONS AND ASSOCIATIONS DEDICATED TO SENIOR ADVOCACY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH LYDON | NamePerson |
| Base Compensation Filing Org | 164229 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 6004 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 13196 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6747 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 6928 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 197104 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA MEDICAL CARE COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521309402 | IssuerEIN |
| CUSIP Number | 6579025M0 | CUSIPNumber |
| Date Issued | 2006-11-14 | DateIssued |
| Issue Price | 35248843 | IssuePrice |
| Description Of Purpose | REFUND 1999 & 2001 BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 4070000 | AmountRetired |
| Total Proceeds | 35248843 | TotalProceeds |
| Amount In Reserve Fund | 2554943 | AmountInReserveFund |
| Issuance Costs From Proceeds | 666958 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2003 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 1 | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of GIC | 23.000000000000 | TermOfGIC |
| Regulatory Safe Harbor Satisfied | 1 | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE CHAIR OF THE BOARD, ALONG WITH THE CHAIRS OF EACH OF THE BOARD'S STANDING COMMITTEES AND, IN AN EX-OFFICIO CAPACITY, THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION SHALL CONSTITUTE THE GOVERNANCE COMMITTEE OF THE GOVERNING BOARD. THE GOVERNANCE COMMITTEE SHALL, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, EXERCISE ALL THE POWERS OF THE BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE QUADRENNIEL MEETING OF THE MORAVIAN CHURCH IN AMERICA, SOUTHERN PROVINCE (KNOWN AS SYNOD) ELECTS FOUR MEMBERS TO THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER BEFORE THE RETURN WAS FILED. PRIOR TO FILING, THE BOARD REVIEWED AND APPROVED THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON INITIALLY JOINING THE BOARD. BEFORE EACH BOARD MEETING, THE MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS. CHANGES IN CONFLICTS OF INTEREST ARE MAINTAINED BY THE CFO. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS PULLED FROM GUIDESTAR FOR CCRCS IN NORTH CAROLINA OF COMPARABLE SIZE AND FROM THE LEADING AGE SALARY SURVEY. THIS INFORMATION IS PROVIDED TO THE BOARD ALONG WITH HISTORY OF COMPENSATION FOR THE CEO AND CFO. THE BOARD THEN REVIEWS AND APPROVES THE COMPENSATION FOR BOTH OFFICERS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 1023, 990, AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE ON THE NC DEPARTMENT OF INSURANCE WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 398,166. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -23,240. TOTAL TO FORM 990, PART XI, LINE 5: 374,926. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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