ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC (EIN 56-1152263)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-03
IRS object ID: 201232169349300603
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 J
Schedule K
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-03T08:09:18-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	561152263	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ARBOR ACRES UNITED METHODIST	BusinessNameLine1
Business Name Line2	RETIREMENT COMMUNITY INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	ARBO	NameControl
Phone	3367247921	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1240 ARBOR ROAD	AddressLine1
City	WINSTONSALEM	City
State	NC	State
ZIP Code	271041197	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KENNETH BOYLES	Name
Title	CHIEF FINANCIAL OFFICER	Title
Phone	3367247921	Phone
Date Signed	2012-08-03	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	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	KENNETH BOYLES	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1240 ARBOR ROAD	AddressLine1
City	WINSTONSALEM	City
State	NC	State
ZIP Code	271041197	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	22506792	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.ARBORACRES.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1975	YearFormation
State Legal Domicile	NC	StateLegalDomicile
Activity Or Mission Description	TO SERVE SENIOR ADULTS WHILE PROVIDING SECURITY, CONTENTMENT, AND LIFE WITH MEANING & PURPOSE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	32	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	32	NbrIndependentVotingMembers
Total Nbr Employees	440	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2324101	ContributionsGrantsPriorYear
Contributions Grants Current Year	1431694	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	18563259	ProgramServiceRevenuePriorYear
Program Service Revenue CY	20210500	ProgramServiceRevenueCY
Investment Income Prior Year	683957	InvestmentIncomePriorYear
Investment Income Current Year	766195	InvestmentIncomeCurrentYear
Other Revenue Prior Year	111726	OtherRevenuePriorYear
Other Revenue Current Year	67997	OtherRevenueCurrentYear
Total Revenue Prior Year	21683043	TotalRevenuePriorYear
Total Revenue Current Year	22476386	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	10922571	SalariesEtcPriorYear
Salaries Etc Current Year	11940843	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	203420	TotalFundrsngExpCurrentYear
Other Expense Prior Year	8512378	OtherExpensePriorYear
Other Expenses Current Year	8976295	OtherExpensesCurrentYear
Total Expenses Prior Year	19434949	TotalExpensesPriorYear
Total Expenses Current Year	20917138	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2248094	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1559248	RevenuesLessExpensesCY
Total Assets BOY	88279391	TotalAssetsBOY
Total Assets EOY	106319115	TotalAssetsEOY
Total Liabilities BOY	52998114	TotalLiabilitiesBOY
Total Liabilities EOY	69915399	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	35281277	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	36403716	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	ARBOR ACRES, AN AFFILIATE MINISTRY OF THE UNITED METHODIST CHURCH, SERVES SENIOR ADULTS THROUGH FACILITIES AND PROGRAMS THAT ENHANCE OPPORTUNITY FOR SECURITY, CONTENTMENT AND LIFE WITH MEANING AND PURPOSE.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	16406981	Expense
Revenue	20210500	Revenue
Description	ARBOR ACRES, A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), PROVIDING A CONTINUUM OF INDEPENDENT LIVING FACILITIES WHICH INCLUDE THREE MID-RISE RESIDENTIAL WINGS CONTAINING 66 UNITS (STUDIO, EFFICIENCY AND CONNECTING ROOM SUITES); 3 ONE-BEDROOM AND 3 TWO-BEDROOM COURTYARD APARTMENTS; 6 ONE-BEDROOM AND 6 TWO-BEDROOM CLUSTER HOMES AND 106 HOUSES. IN ADDITION TO THE INDEPENDENT LIVING FACILITIES, ARBOR ACRES ALSO HAS 96 ADULT CARE HOME BEDS (34 LOCATED IN A MID-RISE BUILDING AND 62 LOCATED IN THE FITZGERALD HEALTH CENTER) AND 53 NURSING CARE BEDS (LOCATED IN THE FITZGERALD HEALTH CENTER). AS OF DECEMBER 31, 2011 ARBOR ACRES SERVED 422 RESIDENTS IN THE ABOVE UNITS.ARBOR ACRES HOLDS MEMBERSHIPS WITH LEADINGAGE (FORMERLY THE AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING) AND LEADINGAGE NC (FORMERLY THE NORTH CAROLINA ASSOCIATION OF NON-PROFIT HOMES FOR THE AGING). THE FACILITY IS ACCREDITED THROUGH THE CONTINUING CARE ACCREDITATION COMMISSION.AN IMPORTANT COMPONENT OF FULFILLING ARBOR ACRES' MISSION IS THE PROVISION OF FINANCIAL ASSISTANCE SUPPORT TO ENABLE RESIDENTS TO RESIDE AT ARBOR ACRES WHO WOULD OTHERWISE BE UNABLE TO AFFORD TO DO SO. FOR THE YEAR ENDING DECEMBER 31, 2011, $1,254,321 OF FINANCIAL ASSISTANCE WAS PROVIDED TO 34 RESIDENTS TO HELP THEM MAINTAIN RESIDENCY AT THE FACILITY.DURING 2011 THE FOLLOWING SPECIFIC ACCOMPLISHMENTS ENHANCED THE ABILITY TO SERVE RESIDENTS:1. MAINTAINED NEAR FULL OCCUPANCY OF ASSISTED LIVING, MEMORY CARE AND SKILLED NURSING LEVELS OF LICENSED CARE AND EXCEEDED 90% OCCUPANCY OF INDEPENDENT LIVING UNITS.2. SPONSORED AND FACILITATED PARTICIPATION OF RESIDENT EFFORTS IN COMMUNITY SERVICE PROJECTS TO INCLUDE SENIOR SERVICES' MEALS ON WHEELS PROGRAM, RONALD MCDONALD HOUSE LUMINARIES, TUTORING STUDENTS AT COOK ELEMENTARY SCHOOL, BACK TO SCHOOL SUPPLIES PROGRAM FOR COOK ELEMENTARY SCHOOL AND SOLES FOR SOULS SHOE DRIVE, ETC.3. IN ADDITION TO FINANCIAL ASSISTANCE MENTIONED ABOVE, PROVIDED $39,566 OF OTHER SPECIFIC COMMUNITY BENEFIT. THIS DOES NOT COUNT VOLUNTEER SERVICE HOURS OF RESIDENTS AND STAFF TO SUPPORT NUMEROUS COMMUNITY SERVICE ORGANIZATIONS.	Description
Total Program Service Expense	16406981	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	0	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	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	1	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	33	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	440	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	32	NbrVotingGoverningBodyMembers
Number Independent Voting Members	32	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	0	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
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	KENNETH BOYLES CFO	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	3367247921	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1240 ARBOR ROAD	AddressLine1
City	WINSTONSALEM	City
State	NC	State
ZIP Code	27104	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
LINDA G DAVIS
BOARD CHAIR	1.00	X	X	0	0	0
WILLIAM F WOMBLE JR
BOARD TREASURER	1.00	X	X	0	0	0
LISA P PURCELL
BOARD SECRETARY	1.00	X	X	0	0	0
WILLIAM L BALL JR
BOARD MEMBER	1.00	X		0	0	0
DON EPPERT
BOARD MEMBER	1.00	X		0	0	0
RICHARD V BENNETT
BOARD MEMBER	1.00	X		0	0	0
VICTORIA HUNT
BOARD MEMBER	1.00	X		0	0	0
JAMES CORRIGAN
BOARD MEMBER	1.00	X		0	0	0
DR JAMES FERREE
BOARD MEMBER	1.00	X		0	0	0
JUDY M BRIGGS
BOARD MEMBER	1.00	X		0	0	0
AL BEATY
BOARD MEMBER	1.00	X		0	0	0
DR HENRY MILLER
BOARD MEMBER	1.00	X		0	0	0
DAVID B BLANCO
BOARD MEMBER	1.00	X		0	0	0
BRENDA ROBERTSON
BOARD MEMBER	1.00	X		0	0	0
DR KEN CARLSON
BOARD MEMBER	1.00	X		0	0	0
ROBERT S CHILES SR
BOARD MEMBER	1.00	X		0	0	0
GREGORY B HUNTER
BOARD MEMBER	1.00	X		0	0	0
RALPH HOLTHOUSER
BOARD MEMBER	1.00	X		0	0	0
NICK DAVES
BOARD MEMBER	1.00	X		0	0	0
BISHOP LARRY GOODPASTOR
BOARD MEMBER	1.00	X		0	0	0
REV DR SAMUEL MOORE JR
BOARD MEMBER	1.00	X		0	0	0
RICHARD STOCKTON
BOARD MEMBER	1.00	X		0	0	0
DR FRANK A ISON
BOARD MEMBER	1.00	X		0	0	0
REV DR N FRED JORDAN JR
BOARD MEMBER	1.00	X		0	0	0
REV SYLVIA D WILHELM
BOARD MEMBER	1.00	X		0	0	0
REV DR WILLIAM T MEDLIN III
BOARD MEMBER	1.00	X		0	0	0
SUSAN S SCHWARTZ
BOARD MEMBER	1.00	X		0	0	0
DR C M WORTHY JR
BOARD MEMBER	1.00	X		0	0	0
DUANE DAVIS
BOARD MEMBER	1.00	X		0	0	0
TIMOTHY DAVIS
BOARD MEMBER	1.00	X		0	0	0
ANITA OGBURN
BOARD MEMBER	1.00	X		0	0	0
MARY PRESTON YATES
BOARD MEMBER	1.00	X		0	0	0
W DAVID PINER
PRESIDENT & CEO	45.00		X	225641	0	29884
KENNETH W BOYLES
VP & CHIEF FINANCIAL OFFIC	50.00		X	152444	0	20759
LURANA M DAY
VP & CHIEF OPERATING OFFIC	45.00		X	148504	0	14388
KATRINA BODFORD
SECRETARY	45.00		X	43971	0	12509

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	570560	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	77540	TotalOtherCompensation
Number Individuals GT100 K	3	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
LANDMARK BUILDERS OF THE TRIAD
3520 TRIAD COURT	WINSTON SALEM	NC	27107	BUILDING CONTRACTOR	12192649
FRANK L BLUM CONSTRUCTION
PO BOX 4153	WINSTON SALEM	NC	27105	BUILDING CONTRACTOR	3303074
WM WREGE BUILDING CO
2250 TRINIDAD LANE	WINSTON SALEM	NC	271069777	BUILDING CONTRACTOR	545109
IL LONG CONSTRUCTION CO
4117 INDIANA AVE	WINSTON SALEM	NC	27105	BUILDING CONTRACTOR	330378
BW HAWKINS CONSTRUCTION
3614 LAKESHORE DRIVE	CLEMMONS	NC	27012	BUILDING CONTRACTOR	299942

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	9	NumberOfContractorsGT100K
All Other Contributions	1431694	AllOtherContributions
Total Contributions	1431694	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RESIDENT FEES	623000	16832787	16832787
DEFERRED ENTRANCE FEES	623000	3364713	3364713
APPLICATION FEES	623000	13000	13000

Field	Value	IRS element (for citing)
Total Program Service Revenue	20210500	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	725884	TotalRevenueColumn
Exclusion	$725,884	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	40311	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	40311	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	40311	TotalRevenueColumn
Exclusion	$40,311	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	30600	GrossSalesOfInventory
Cost Of Goods Sold	30406	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	194	TotalRevenueColumn
Exclusion	$194	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
GUEST ROOM RENTAL	900099	26161	$26,161
FOOD SERVICE REVENUE	900099	24532	$24,532
MISCELLANEOUS REVENUE	900099	17110	$17,110

Field	Value	IRS element (for citing)
Total Other Revenue	67803	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	22476386	TotalRevenueColumn
Related Or Exempt Function Income	20210500	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$834,192	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	648100	Total
Program Services	182862	ProgramServices
Management And General	465238	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	8728280	Total
Program Services	7611391	ProgramServices
Management And General	980665	ManagementAndGeneral
Fundraising	136224	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	2564463	Total
Program Services	2134022	ProgramServices
Management And General	392809	ManagementAndGeneral
Fundraising	37632	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	89168	Total
Management And General	89168	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	33909	Total
Management And General	33909	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	213946	Total
Program Services	176677	ProgramServices
Management And General	33845	ManagementAndGeneral
Fundraising	3424	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	162986	Total
Management And General	162986	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1726437	Total
Program Services	1189423	ProgramServices
Management And General	510874	ManagementAndGeneral
Fundraising	26140	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1412336	Total
Program Services	866830	ProgramServices
Management And General	545506	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	77273	Total
Program Services	68729	ProgramServices
Management And General	8544	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	797233	Total
Management And General	797233	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2980527	Total
Program Services	2980527	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	285960	Total
Management And General	285960	ManagementAndGeneral

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
FOOD COST	1147469	1147469
MISCELLANEOUS	49051	49051

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20917138	Total
Program Services	16406981	ProgramServices
Management And General	4306737	ManagementAndGeneral
Fundraising	203420	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2109888	BOY
EOY	909229	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	610068	BOY
EOY	397148	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	255390	BOY
EOY	550519	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	130175	BOY
EOY	28310	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	115182831	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	39896214	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	56283474	BOY
EOY	75286617	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	28020892	BOY
EOY	28320028	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	869504	BOY
EOY	827264	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	88279391	BOY
EOY	106319115	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	3163087	BOY
EOY	4925953	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	20327664	BOY
EOY	22701908	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	29442363	BOY
EOY	42222538	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	65000	BOY
EOY	65000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	52998114	BOY
EOY	69915399	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	28208004	BOY
EOY	29461269	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1308452	BOY
EOY	800667	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5764821	BOY
EOY	6141780	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	35281277	BOY
EOY	36403716	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	88279391	BOY
EOY	106319115	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1559248	ReconcilationRevenueExpenses
Reconcilation Other Changes	-436809	ReconcilationOtherChanges
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 Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1116042	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1257047	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2229624	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2324101	CurrentTaxYearMinus1Year
Current Tax Year	1431694	CurrentTaxYear
Total	8358508	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1116042	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1257047	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2229624	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2324101	CurrentTaxYearMinus1Year
Current Tax Year	1431694	CurrentTaxYear
Total	8358508	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	1302122	AmountsSubstContributorsTotal
Public Support Total170	7056386	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1308366	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1163706	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	664025	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	683958	CurrentTaxYearMinus1Year
Current Tax Year	766195	CurrentTaxYear
Total	4586250	Total

Field	Value	IRS element (for citing)
Total Support	12944758	TotalSupport
Gross Receipts From Admissions Etc	90834092	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.54510	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.50720	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

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

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	10714767	BeginningOfYearBalance
Contributions	376959	Contributions
Investment Earnings Or Losses	226699	InvestmentEarningsOrLosses
Other Expenditures	435331	OtherExpenditures
End Of Year Balance	10883094	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	9224309	BeginningOfYearBalance
Contributions	121319	Contributions
Investment Earnings Or Losses	1772061	InvestmentEarningsOrLosses
Other Expenditures	402922	OtherExpenditures
End Of Year Balance	10714767	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	8122665	BeginningOfYearBalance
Contributions	202578	Contributions
Investment Earnings Or Losses	1280396	InvestmentEarningsOrLosses
Other Expenditures	381330	OtherExpenditures
End Of Year Balance	9224309	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	10001298	BeginningOfYearBalance
Investment Earnings Or Losses	-1878633	InvestmentEarningsOrLosses
End Of Year Balance	8122665	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.43570	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.56430	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	2000	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1921139	OtherCostOrOtherBasis
Book Value	1923139	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	66308216	OtherCostOrOtherBasis
Depreciation	33717959	Depreciation
Book Value	32590257	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	6500558	OtherCostOrOtherBasis
Depreciation	3305556	Depreciation
Book Value	3195002	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	40450918	OtherCostOrOtherBasis
Depreciation	2872699	Depreciation
Book Value	37578219	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	75286617	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	REFUNDABLE DEPOSITS	Description
Amount	$65,000	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	65000	TotalOfAmounts
Total Revenue	22476386	TotalRevenue
Total Expenses	20917138	TotalExpenses
Excess Or Deficit For Year	1559248	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-436809	NetUnrealizedGLOnInvestments
Total Adjustments	-436809	TotalAdjustments
Excess Or Deficit Per FS	1122439	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	22069983	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-436809	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-436809	RevenueNotRptdF990
Revenue Subtotal	22506792	RevenueSubtotal
Other Revenues Not Included	-30406	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	-30406	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	22476386	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	20947544	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	30406	OtherExpensesIncluded
Expenses Not Rptd F990	30406	ExpensesNotRptdF990
Expenses Subtotal	20917138	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	20917138	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	ARBOR ACRES CURRENTLY MAINTAINS A FINANCIAL ASSISTANCE PROGRAM AND POLICY FOR RESIDENTS HOLDING CONTINUING CARE RESIDENCY AGREEMENTS IN THE EVENT THE RESIDENT(S) SHOULD BECOME UNABLE TO PAY FOR SERVICES. THERE IS A BOARD DESIGNATED ASSISTANCE ENDOWMENT OF $4,741,314 AND A PERMANENT ASSISTANCE ENDOWMENT OF $5,641,780. THERE IS A SWIMMING POOL ENDOWMENT OF $500,000.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	ARBOR ACRES IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. ARBOR ACRES HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2011. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2008 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		GAIN ON DISPOSAL OF PROPERTY COST OF GOODS SOLD -30,406.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:		COST OF GOODS SOLD 30,406. GAIN ON DISPOSAL OF PROPERTY

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 (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
W DAVID PINER
209877	0	15506	0	258	0	13642	0	16242	0	255525	0	0	0
KENNETH W BOYLES
131279	0	20769	0	396	0	9719	0	11040	0	173203	0	0	0
LURANA M DAY
140069	0	8039	0	396	0	8955	0	5433	0	162892	0	0	0

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
NORTH CAROLINA MEDICAL CARE COMMISSION
521309402	6579026M9	2007-03-21	17845817	REFUND SERIES 2002 ISSUE	0	0	0
NORTH CAROLINA MEDICAL CARE COMMISSION
521309402		2010-06-10	28875000	CAPITAL EXPENDITURES	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Capitalized InterestCapitalizedInterest	Capital ExpendituresCapitalExpenditures	Other Spent ProceedsOtherSpentProceeds	Amount UnspentAmountUnspent
435000	17845817	2853478	312927	2004	1	0	1	1
	28875000		317532	2012	0	0	0	0	270024	22421412	1434774	4431258

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	0
0	0	0	0	0

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
0	0	0	0	0	1
0	1	0	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	AN INITIAL REVIEW OF THE FORM 990 WAS PERFORMED BY THE FINANCE COMITTEE. A COPY OF THE FORM 990 WAS THEN PROVIDED TO EACH VOTING MEMBER OF THE ENTIRE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. THE FORM 990 WAS APPROVED BY ALL VOTING MEMBERS AS PRESENTED.
FORM 990, PART VI, SECTION B, LINE 12C	EACH YEAR, ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CERTIFICATION THAT THEY HAVE READ AND UNDERSTAND OUR POLICY. THEY ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OR RELATIONSHIPS. THESE CERTIFICATIONS ARE KEPT ON FILE AND ARE REVIEWED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION OF ALL OFFICERS, SENIOR MANAGERS, AND HIGHEST PAID EMPLOYEES IS ANNUALLY REVIEWED AND APPROVED BY AN INDEPENDANT COMPENSATION COMMITTEE OF CONSISTING OF THE BOARD CHAIR, CHAIR OF HUMAN RESOURCES, AND CHAIR OF THE FINANCE COMMITTEE. THE HUMAN RESOURCES ACCUMULATES COMPARATIVE DATA FROM 990'S OF COMPARABLE ORGANIZATIONS, AAHSA, AND OTHER WAGE SURVEYS TO COMPARE TO CURRENT COMPENSATION FOR REASONABLENESS.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON ELECTRONIC MUNICIPAL MARKET ACCESS ON THE MSRB WEBSITE. THOSE DOCUMENTS ARE ALSO A PART OF THE ANNUAL DISCLOSURE STATEMENT MADE AVAILABLE THROUGH THE NC DEPARTMENT OF INSURANCE WEBSITE. THE ANNUAL AUDIT IS DISTRIBUTED TO RESIDENT COUNCIL AND MADE AVAILABLE TO ANY RESIDENT UPON REQUEST.
FORM 990, PART XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -436,809.	CHANGES IN NET ASSETS OR FUND BALANCES: