WESLEY COMMONS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY COMMONS (EIN 57-0524661)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-14
- IRS object ID
- 201232279349301148
- Schema version
- 2010v3.4
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T10:23:55-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 429 | AddressLine1 |
| City | GREENWOOD | City |
| State | SC | State |
| ZIP Code | 296480429 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570524661 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY COMMONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WESL | NameControl |
| Phone | 8642277250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 MARSHALL ROAD | AddressLine1 |
| City | GREENWOOD | City |
| State | SC | State |
| ZIP Code | 29646 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BUCKSHORN | Name |
| Title | PRESIDENT | Title |
| Phone | 8642277250 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES W SCHULZE CPA | Name |
| Phone | 8642294951 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID BUCKSHORN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 MARSHALL ROAD | AddressLine1 |
| City | GREENWOOD | City |
| State | SC | State |
| ZIP Code | 29646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20940022 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESLEYCOMMONS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 336 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 699811 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 314997 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16199353 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16621591 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 425816 | InvestmentIncomePriorYear |
| Investment Income Current Year | 447545 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17324980 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17384133 | 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 | 7220323 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7292220 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83805 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9615743 | OtherExpensePriorYear |
| Other Expenses Current Year | 9678341 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16836066 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16970561 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 488914 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 413572 | RevenuesLessExpensesCY |
| Total Assets BOY | 54618418 | TotalAssetsBOY |
| Total Assets EOY | 53429280 | TotalAssetsEOY |
| Total Liabilities BOY | 51989515 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50733301 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2628903 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2695979 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ENRICHING LIVES BY PROVIDING INNOVATIVE LIVING OPPORTUNITIES IN ACCORD WITH CHRISTIAN PRINCIPLES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5792735 | Expense |
| Revenue | 6199923 | Revenue |
| Description | INDEPENDENT LIVING - WESLEY COMMONS IS A MASTER PLANNED, FULL-SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED ON OVER 100 BEAUTIFUL WOODED ACRES IN GREENWOOD, SOUTH CAROLINA. THE COMMUNITY OFFERS A FULL RANGE OF SERVICES FOR SENIOR ADULTS - A VARIETY OF INDEPENDENT RESIDENTIAL LIVING NEIGHBORHOODS, WITH THE SECURITY OF QUALITY AND CARING OPTIONS FOR ASSISTED LIVING, ALZHEIMER'S AND DEMENTIA CARE, AND SKILLED NURSING RIGHT ON OUR CAMPUS. THIS GIVES RETIREES THE FREEDOM TO SHAPE THEIR OWN RETIREMENT LIFESTYLE WITH COMFORT AND SECURITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6266653 | Expense |
| Revenue | 7947067 | Revenue |
| Description | SKILLED NURSING - SURROUNDED BY LUSH LANDSCAPING AND ROLLING GREEN MEADOWS, WESLEY COMMONS HEALTH CARE CENTER IS A LIVELY AND INVITING PLACE. ORIGINALLY OPENED IN 1971, THE HEALTH CARE CENTER HAS 102 PRIVATE ROOMS WITH PRIVATE BATHS. ALL ROOMS OFFER AMPLE SPACE FOR FAMILY VISITS AND A CALM ENVIRONMENT THAT IS CONDUCIVE TO THE HIGHEST QUALITY OF LIFE. THE HEALTH CARE CENTER IS CERTIFIED BY MEDICARE AND MEDICAID AND OFFERS 24-HOUR PROFESSIONAL LICENSED SKILLED NURSING CARE.COMPLETELY RENOVATED IN 1997, THE HEALTH CARE CENTER WAS DESIGNED WITH A RESIDENTIAL, RATHER THAN MEDICAL, MODEL. THIS INNOVATIVE CONCEPT HAS RESULTED IN A CENTER FOCUSED ON THE WHOLE PATIENT, TAKING INTO ACCOUNT THEIR PHYSICAL ENVIRONMENT, THEIR EMOTIONAL STATE, AND THEIR SPIRITUAL WELL-BEING. A VARIETY OF SERVICES ARE PROVIDED IN OUR HEALTH CARE CENTER, SUCH AS: REHABILITATION (INCLUDING OCCUPATIONAL AS WELL AS PHYSICAL AND SPEECH THERAPY); INTRAVENOUS AND WOUND CARE; HOSPICE SERVICES; COMFORT CARE (INCLUDING PAIN AND SYMPTOM MANAGEMENT THERAPY); INTERNAL FEEDINGS; OXYGEN THERAPY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1891495 | Expense |
| Revenue | 2474601 | Revenue |
| Description | ASSISTED LIVING - PALMETTO PLACE ASSISTED LIVING IS A BEAUTIFUL PART OF WESLEY COMMONS COMMUNITY THAT OFFERS AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE AND SELF-WORTH, WHILE PROVIDING ASSISTANCE WITH EVERYDAY ACTIVITIES. WE ARE DESIGNED ALL-INCLUSIVELY TO PROVIDE SENIOR ADULTS WITH INDIVIDUALIZED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING SUCH AS BATHING, DRESSING, MEALS, MEDICATION MANAGEMENT/ADMINISTRATION AND CARE FREE LIVING. OUR RESIDENTS ENJOY DINING IN A RESTAURANT STYLE ATMOSPHERE WHERE THEIR NEEDS AND DESIRES ARE MET BY A WAIT STAFF. THERE IS ALSO A FULL ARRAY OF ACTIVITIES TO STIMULATE THEIR MINDS AND BODIES. WE ENCOURAGE THESE RESIDENTS TO PARTAKE IN THE FITNESS ACTIVITIES OFFERED IN OUR NEW WELLNESS COMPLEX, FULLY EQUIPPED WITH A WEIGHT ROOM, EXERCISE ROOM, POOL (WITH MEN AND WOMEN'S LOCKER ROOMS), AND MASSAGE THERAPY.JASMINE COTTAGE IS SOMETHING THAT YOU MUST "SEE TO BELIEVE". IT IS A 12-BED CONTROLLED ACCESS FACILITY DESIGNED FOR THE PERSON THAT HAS ALZHEIMER'S DISEASE OR OTHER DEMENTIA RELATED ILLNESSES. OUR STAFF HAS BEEN GIVEN EXCEPTIONAL TRAINING TO DEAL WITH THE VERY SPECIAL CARE THAT THE ALZHEIMER'S RESIDENT REQUIRES. SPECIALIZED PROGRAMMING OFFERS MANY ACTIVITIES THAT PROVIDE RESIDENTS THE OPPORTUNITY TO EXPERIENCE AN ENHANCED QUALITY OF LIFE. OUR FAMILY STYLE DINING, "LIFE SKILLS" AREAS, AND SNOEZELEN ROOM ADD TO THE HOMELIKE ENVIRONMENT AND WELL BEING OF THE RESIDENT. THE SNOEZELEN ROOM (DUTCH FOR "SNIFFING" AND "DOZING") IS AN ENJOYABLE AND RELAXING ENVIRONMENT THAT STIMULATES ALL FIVE SENSES, WHILE OUR "LIFE SKILLS" AREAS ARE DESIGNED TO ENCOURAGE RESIDENTS TO REMEMBER A LIFE THAT IS BOTH COMFORTABLE AND FAMILIAR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 13950883 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 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 | 1 | 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 | 1 | 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 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 336 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN CRIBBS CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8642277160 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 MARSHALL ROAD | AddressLine1 |
| City | GREENWOOD | City |
| State | SC | State |
| ZIP Code | 29646 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MR L B ADAMS JR | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| DR L JULIA BALL | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| THE REVEREND PETER BERNSTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THE REVEREND DOUGLAS A BOWLING | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| REV WILLIAM DONALD BRITT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MR JOE CHANDLER | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THE REVEREND JAMES D DENNIS JR | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THE REVEREND PAUL D FREY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MRS ANNE DRAKE | |||||||
| TRUSTEE | 0.10 | X | 0 | 0 | 0 | ||
| THE REVEREND FRAN M ELROD | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MRS ADELAIDE C JOHNSON | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MR SIDNEY G JOHNSTON JR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MS WILLIE J LAGROONE | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THE REVEREND JOHN T MILLER | |||||||
| TRUSTEE | 1.30 | X | 0 | 0 | 0 | ||
| THE REVEREND JAMES F PATTERSON | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MR E KEITH SNEAD III | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MR KRISTOFER K STRASSER | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| MR SAMUEL H TOLBERT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THE REVEREND PAUL W HARMON | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| DR WILLIAM B HINES | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| THE REVEREND ARTHUR H HOLT | |||||||
| TRUSTEE | 0.20 | X | 0 | 0 | 0 | ||
| DAVID BUCKSHORN | |||||||
| PRESIDENT/CEO | 55.00 | 242695 | 0 | 12705 | X | ||
| JERRY MORTON | |||||||
| CFO (RETIRED JUNE 2011) | 45.00 | 61676 | 0 | 2676 | X | ||
| SUSAN CRIBBS | |||||||
| CFO | 50.00 | 81275 | 0 | 0 | X | ||
| KIMBERLY HOLMES | |||||||
| HEALTH SVC DIRECTOR | 50.00 | 124091 | 0 | 5074 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 509737 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20455 | 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 |
|---|---|---|---|---|---|
| SYSCO FOOD SERVICE | |||||
| 1390 ENCLAVE PKWY | HOUSTON | TX | 77077 | FOOD SERVICE | 1055207 |
| REHABCARE GROUP | |||||
| PO BOX 503534 | ST LOUIS | MO | 631503534 | THERAPY SERVICES SUPPLIER | 726660 |
| QUARLES CONSTRUCTION | |||||
| 216 THRUSH RD | NINETY SIX | SC | 29666 | CONSTRUCTION CONTRACTOR | 302753 |
| PHARMACY CONSULTANTS - OMNICARE | |||||
| PO BOX 715268 | COLUMBUS | OH | 43271 | PHARMACY - DRUG SUPPLIER | 253881 |
| MCQUAY | |||||
| PO BOX 905931 | CHARLOTTE | NC | 28290 | AIR CONDITIONING CONTRACTOR | 208464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 314997 | AllOtherContributions |
| Total Contributions | 314997 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HEALTHCARE SERVICES | 623000 | 9427009 | 9427009 |
| MONTHLY SERVICE FEES | 623990 | 5361792 | 5361792 |
| EARNED ENTRANCE FEES | 623990 | 1492716 | 1492716 |
| OTHER REVENUE | 623990 | 260931 | 260931 |
| FOOD SERVICE INCOME | 623990 | 79143 | 79143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16621591 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 473607 | TotalRevenueColumn |
| Exclusion | $473,607 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3529827 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3555889 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -26062 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -26062 | TotalRevenueColumn |
| Exclusion | -$26,062 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17384133 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16621591 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $447,545 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530191 | Total |
| Program Services | 418851 | ProgramServices |
| Management And General | 106038 | ManagementAndGeneral |
| Fundraising | 5302 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6083762 | Total |
| Program Services | 4835298 | ProgramServices |
| Management And General | 1194057 | ManagementAndGeneral |
| Fundraising | 54407 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161349 | Total |
| Program Services | 129079 | ProgramServices |
| Management And General | 32270 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52601 | Total |
| Program Services | 17346 | ProgramServices |
| Management And General | 35255 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464317 | Total |
| Program Services | 379993 | ProgramServices |
| Management And General | 80245 | ManagementAndGeneral |
| Fundraising | 4079 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82428 | Total |
| Program Services | 3920 | ProgramServices |
| Management And General | 78508 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81667 | Total |
| Program Services | 47600 | ProgramServices |
| Management And General | 29948 | ManagementAndGeneral |
| Fundraising | 4119 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175145 | Total |
| Program Services | 15633 | ProgramServices |
| Management And General | 158879 | ManagementAndGeneral |
| Fundraising | 633 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617508 | Total |
| Program Services | 612789 | ProgramServices |
| Management And General | 4625 | ManagementAndGeneral |
| Fundraising | 94 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41685 | Total |
| Program Services | 9652 | ProgramServices |
| Management And General | 31708 | ManagementAndGeneral |
| Fundraising | 325 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64720 | Total |
| Program Services | 14090 | ProgramServices |
| Management And General | 48421 | ManagementAndGeneral |
| Fundraising | 2209 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1728896 | Total |
| Program Services | 1728896 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1629110 | Total |
| Program Services | 1277222 | ProgramServices |
| Management And General | 340484 | ManagementAndGeneral |
| Fundraising | 11404 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1379987 | Total |
| Program Services | 883712 | ProgramServices |
| Management And General | 496275 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT SERVICES | 1233795 | 1051067 | 182728 | |
| FOOD - PROGRAM | 927040 | 927040 | ||
| UTILITIES | 886296 | 876495 | 9801 | |
| OTHER | 459583 | 384461 | 74285 | 837 |
| MEDICINE | 327243 | 327243 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43238 | Total |
| Program Services | 10496 | ProgramServices |
| Management And General | 32346 | ManagementAndGeneral |
| Fundraising | 396 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16970561 | Total |
| Program Services | 13950883 | ProgramServices |
| Management And General | 2935873 | ManagementAndGeneral |
| Fundraising | 83805 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3474 | BOY |
| EOY | 575 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 876567 | BOY |
| EOY | 1494362 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789310 | BOY |
| EOY | 644901 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86478 | BOY |
| EOY | 80086 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86542 | BOY |
| EOY | 77239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 59369483 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24770915 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35454903 | BOY |
| EOY | 34598568 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8989129 | BOY |
| EOY | 7796735 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8332015 | BOY |
| EOY | 8736814 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54618418 | BOY |
| EOY | 53429280 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1153690 | BOY |
| EOY | 1065498 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16427471 | BOY |
| EOY | 15866273 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33334608 | BOY |
| EOY | 32743854 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1073746 | BOY |
| EOY | 1057676 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51989515 | BOY |
| EOY | 50733301 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1831284 | BOY |
| EOY | 1905666 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125585 | BOY |
| EOY | 118279 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 672034 | BOY |
| EOY | 672034 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628903 | BOY |
| EOY | 2695979 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54618418 | BOY |
| EOY | 53429280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 413572 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -346496 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 1398516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 363251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 274349 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 699811 | CurrentTaxYearMinus1Year |
| Current Tax Year | 314997 | CurrentTaxYear |
| Total | 3050924 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14901515 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15917688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16365266 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16199353 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16621591 | CurrentTaxYear |
| Total | 80005413 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16300031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16280939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16639615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16899164 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16936588 | CurrentTaxYear |
| Total | 83056337 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 83056337 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 847110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 512714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 278717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 478111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101049 | CurrentTaxYear |
| Total | 2217701 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 847110 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 512714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 278717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 478111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101049 | CurrentTaxYear |
| Total | 2217701 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17147141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16793653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16918332 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17377275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17037637 | CurrentTaxYear |
| Total | 85274038 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97400 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96620 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02600 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03380 | 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) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 2074 | BeginningBalance |
| Additions During Year | 195175 | AdditionsDuringYear |
| Distributions During Year | 191324 | DistributionsDuringYear |
| Ending Balance | 5925 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3839672 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -3680 | InvestmentEarningsOrLosses |
| Other Expenditures | 305351 | OtherExpenditures |
| End Of Year Balance | 3530641 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3692663 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 236638 | InvestmentEarningsOrLosses |
| Other Expenditures | 89629 | OtherExpenditures |
| End Of Year Balance | 3839672 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3753057 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 82292 | InvestmentEarningsOrLosses |
| Other Expenditures | 142686 | OtherExpenditures |
| End Of Year Balance | 3692663 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.77620 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.19030 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03350 | 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 | 299137 | OtherCostOrOtherBasis |
| Book Value | 299137 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51255216 | OtherCostOrOtherBasis |
| Depreciation | 18602116 | Depreciation |
| Book Value | 32653100 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3520181 | OtherCostOrOtherBasis |
| Depreciation | 2421227 | Depreciation |
| Book Value | 1098954 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4294949 | OtherCostOrOtherBasis |
| Depreciation | 3747572 | Depreciation |
| Book Value | 547377 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34598568 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSTRUCTION IN PROGRESS | 821694 |
| BOND ISSUE COSTS | 211594 |
| INTEREST IN ASSETS HELD BY OTHERS | 3578435 |
| ASSETS WHOSE USE IS LIMITED (BOND RESTRICTED) | 4125091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 8736814 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED INTEREST | $864,448 |
| ADVANCE PAYMENT FROM RESIDENTS | $23,953 |
| DEPOSITS | $169,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1057676 | TotalOfAmounts |
| Total Revenue | 17384133 | TotalRevenue |
| Total Expenses | 16970561 | TotalExpenses |
| Excess Or Deficit For Year | 413572 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -346496 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -346496 | TotalAdjustments |
| Excess Or Deficit Per FS | 67076 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17037637 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -346496 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -346496 | RevenueNotRptdF990 |
| Revenue Subtotal | 17384133 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17384133 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16970561 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16970561 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16970561 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV, LINE 1B: | ReturnReference |
| Explanation | WESLEY COMMONS RECEIVES SOCIAL SECURITY PAYMENTS FOR RESIDENTS IN THE NURSING FACILITY. FUNDS ARE DISBURSED AS NEEDED TO COVER THE COST OF CARE FOR THESE RESIDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | DAVID BUCKSHORN | NamePerson |
| Base Compensation Filing Org | 195295 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 32148 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 15252 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12162 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 543 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 255400 | 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 (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| 576000286 | 837033JT7 | 2006-10-01 | 35265000 | ADVANCE REFUNDING OF THE ISSUER'S OUTSTANDING SERIES 2000 AND 2004 BONDS | 0 | 0 | 0 |
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| 576000286 | 837033JE0 | 2004-09-01 | 4000000 | TO PROVIDE FUNDS TO PAY A PORTION OF ISSUER'S SERIES 2000 BONDS | 1 | 0 | 0 |
| SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY | |||||||
| 576000286 | 837033HJ1 | 2000-04-01 | 38920000 | WESLEY COMMONS FACILITY EXPANSION PROJECT | 1 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 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 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 0 | 0 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEITH SNEAD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 10305 | AmountOfTransaction |
| Description Of Transaction | MR. SNEAD OWNS 100% INTEREST IN KEITH SNEAD BUILDERS INCORPORATED. WESLEY COMMONS PURCHASES SUPPLIES AND OTHER MISCELLANEOUS ITEMS THROUGH SNEAD BUILDERS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AS SOON AS THE RETURN IS COMPLETED, THE CFO AND CEO WILL REVIEW THE RETURN. AFTER THEIR REVIEW ASSUMING THAT THERE ARE NO CHANGES, A COPY OF THE RETURN WILL BE MAILED TO EACH BOARD OF TRUSTEE MEMBER WITH A LETTER REQUESTING THAT THEY REVIEW THE RETURN. THE LETTER WILL INSTRUCT THEM THAT THEY ARE TO RESPOND ONLY IF THEY HAVE A PROBLEM WITH THE RETURN AND THAT IF WE DO NOT HEARD FROM THEM THAT THIS WILL BE CONSIDERED THAT THEY HAVE REVIEWED THE RETURN AND AFFIRM THE RETURN. | |
| CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE COMPLETED AT THE ANNUAL MEETING OF THE BOARD OF TRUSTEES. FORMS ARE KEPT ON FILE WITH THE OFFICIAL BOARD MINUTES. THE CHAIRMAN AND THE PRESIDENT/CEO ARE RESPONSIBLE FOR REVIEWING THE FORMS AND MONITORING COMPLIANCE WITH THIS POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| WESLEY COMMONS BOARD OF TRUSTEES ENGAGES AN INDUSTRY KNOWLEDGEABLE THIRD PARTY AGENCY TO CONDUCT INVESTIGATIONS AND MAKE RECOMMENDATIONS AS TO THE COMPENSATION ON CERTAIN KEY POSITIONS OF WESLEY COMMONS. THE RECOMMENDATIONS ARE THEN REVIEWED AND USED BY THE WESLEY COMMONS BOARD IN THE DETERMINATION FOR ALL COMPENSATION AND RELATED MATTERS. THIS PROCESS IS INTENDED TO ASSURE WESLEY COMMONS PROVIDES ITS TALENT COMPETITIVE COMPENSATION AS DETERMINED BY THE INDUSTRY. | FORM 990, PART VI, SECTION B, LINE 15 | |
| GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS OF THE MUNICIPAL SECURITIES RULE MAKING BOARD. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | MR. L. B. ADAMS, JR. - 704 CHINQUAPIN ROAD, GREENWOOD, SC 29646. DR. L. JULIA BALL - 15 OAKLAND HILLS, AIKEN, SC 29803. THE REVEREND PETER BERNSTON - 230 HOLLY CREST CIRCLE, SIMPSONVILLE, SC 29681. THE REVEREND DOUGLAS A. BOWLING - 203 HAMMETT GLEN WAY, GREER, SC 29650. REV. WILLIAM DONALD BRITT - 3140 GRACE HILL ROAD, COLUMBIA, SC 29204. MR. JOE CHANDLER - 302 COMPASS POINT, NINETY SIX, SC 29666. THE REVEREND JAMES D. DENNIS, JR. - 211 NORTH MAIN STREET, GREENWOOD, SC 29646. THE REVEREND PAUL D. FREY - 1809 NORTH MAIN STREET, ANDERSON, SC 29621. MRS. ANNE DRAKE - 557 E. CRESWELL AVENUE, GREENWOOD, SC 29646. THE REVEREND FRAN M. ELROD - 212 LEE STREET, HONEA PATH, SC 29654. MRS. ADELAIDE C. JOHNSON - 110 SHALLOWFORD ROAD, GREENVILLE, SC 29607. MR. SIDNEY G. JOHNSTON, JR. - 109 PARKWOOD ROAD, GREENWOOD, SC 29646. MS. WILLIE J. LAGROONE - 106 SHURLINGTON LANE S., HODGES, SC 29653. THE REVEREND JOHN T. MILLER - 27 DAMERON CIRCLE, GREENVILLE, SC 29607. THE REVEREND JAMES F. PATTERSON - 12 NOTRE DAME DRIVE, GREENVILLE, SC 29617. MR. E. KEITH SNEAD, III - 607 WATFORD AVENUE, GREENWOOD, SC 29649. MR. KRISTOFER K. STRASSER - 1 PARKWAY SOUTH, GREENVILLE, SC 29615. MR. SAMUEL H. TOLBERT - 115 PARKWOOD ROAD, GREENWOOD, SC 29646. THE REVEREND PAUL W. HARMON - 427 SALUDA AVENUE, COLUMBIA, SC 29205. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -346,496. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWOOD HERITAGE FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1247 | AddressLine1 |
| City | GREENWOOD | City |
| State | SC | State |
| ZIP Code | 29648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 571028929 | EIN |
| Primary Activities | INVESTMENT AND MANAGEMENT OF ASSETS TO BE USED FOR BENEFIT OF WESLEY COMMONS | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11D | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| GREENWOOD HERITAGE FOUNDATION | ||
| C | 88296 | MEMORANDUM OF UNDERSTANDING |
| GREENWOOD HERITAGE FOUNDATION | ||
| E | 200000 | BOARD APPROVED AMOUNT |
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