2026-02-09T15:11:03+00:00 2025-03-31 440160260 Forvis Mazars LLP One Oak Plaza Suite 300 Asheville NC 28801 990 2024-04-01 560963926 Moravian Home Incorporated dba Salemtowne MORA 3367678130 1000 Salemtowne Drive WinstonSalem NC 27106 Paul Harrison CEO 3367678130 2026-02-09 true true Amy Bibby P00445891 8282542254 2026-02-05 2024 2025-03-06 01:10:19Z Salemtowne Paul Harrison 1000 Salemtowne Drive WinstonSalem NC 27106 41612724 false X www.salemtowne.org X 1971 NC To be a welcoming community where senior adults flourish. 16 16 513 160 0 906524 711617 36452684 38181887 646432 1361308 1335628 1251072 39341268 41505884 0 0 17468384 18773396 0 967223 22573209 24218334 40041593 42991730 -700325 -1485846 131234419 124402490 124827720 119085953 6406699 5316537 Salemtowne is a nonprofit 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, lifelong learning, and love of the arts. false false 24441505 38181887 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. 24441505 true true false true false false true false false true true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false true 71 0 true 513 true false false false false false false false false false false false false X 16 16 false false false false false true false true true false false false true true true true true true true false false false CO FL GA KY ME AK NM ND OH OR AZ SC UT WA WI X X X The Organization 3367142141 1000 Salemtowne Drive WinstonSalem NC 27106 X Corlis Sellers-Drummond Secretary 2.0 X X 0 0 0 Larry Colbourne Treasurer 2.0 X X 0 0 0 Marty Edwards Chair 2.0 X X 0 0 0 Terry Williams Vice Chair 2.0 X X 0 0 0 Aimee Smith Board Member 2.0 X 0 0 0 Chris Thore Board Member 2.0 X 0 0 0 Elms Allen Board Member 2.0 X 0 0 0 John Ferguson Board Member 2.0 X 0 0 0 Kevin Owen Board Member 2.0 X 0 0 0 Leslee Battle Board Member 2.0 X 0 0 0 Michelle Cook Board Member 2.0 X 0 0 0 R Patrick Yeatts Board Member 2.0 X 0 0 0 Rose Simon Board Member 2.0 X 0 0 0 Russell Armistead Board Member 2.0 X 0 0 0 Scott Southerland Board Member 2.0 X 0 0 0 Tim Gardner Board Member 2.0 X 0 0 0 Mark Steele President/CEO (outgoing) 40.0 X 276910 0 60129 PAUL E HARRISON President/CEO (incoming) 40.0 X 126363 0 6559 Tracy Beisecker CFO 40.0 X 227608 0 9102 ALLISON E VESSELS VP of HR/Resident Services 40.0 X 181309 0 17721 KRISTIN J STATHERS VP of Healthcare Services 40.0 X 154734 0 2624 TIMOTHY S DAHLKE Director of Facilities 40.0 X 156216 0 5437 Anne Burris VP of Marketing and Sales 40.0 X 165733 0 15721 CANDISE G ELDRIDGE Licensed Practical Nurse 40.0 X 147652 0 2942 ERIC KIRKEENG General Manager of Culinary Services 40.0 X 127077 0 1047 Renee Brumagin Director of Marketing 40.0 X 112317 0 12492 Stephanie Stone Director of Nursing X 136399 0 1358 1812318 0 135132 14 false true false G and J Brewer LLC Right at Home 3314 Healy Drive Suite 105 WinstonSalem NC 27103 Home Health Care Services 285702 Spectrum PO Box 60074 City of Industry CA 91716 Cable and Internet 181325 RKL LLP 1800 Fruitville Pike Lancaster PA 17601 Billing Consulting Services 147667 Liberty Care Management LLC 511 Shephard Street Suite 200 Winston Salem NC 27103 Home Care Services 115865 4 711617 711617 Resident Services 623000 31651783 31651783 Amort. of Advance Fees 623000 5521071 5521071 Navigation Revenue 623000 1009033 1009033 0 0 0 0 38181887 974518 974518 0 0 493630 106840 493630 -106840 386790 386790 Food Service 900099 1142714 1142714 Upgrades 900099 57293 57293 Miscellaneous Income 900099 51065 51065 0 0 0 0 1251072 41505884 38181887 0 2612380 X 937105 712200 206163 18742 15023703 11495372 3297510 230821 278645 163318 88940 26387 1340636 965473 322703 52460 1193307 811592 328880 52835 41982 41982 139736 139736 4610776 3033012 1413040 164724 265491 9778 255713 2554830 1931858 529745 93227 679651 44345 598658 36648 1277010 1220292 56718 52696 2959 42599 7138 169362 169362 3965842 3965842 5884073 6285 5864788 13000 449352 449352 Food 1917687 1872139 30047 15501 Miscellaneous 1103541 1103541 Healthcare Supplies & Supplements 585687 585687 Bad Debt 490319 490292 27 30299 3140 27159 0 42991730 24441505 17583002 967223 2025672 1413817 102538 90456 3425812 3271678 0 0 0 0 164245 128694 149970812 63802102 90748166 86168710 32459821 30997751 0 0 2308165 2331384 131234419 124402490 3114259 2643765 34033747 33169098 82098546 80418546 0 0 2880940 0 2700228 2854544 124827720 119085953 X 1200162 -100241 5206537 5416778 6406699 5316537 131234419 124402490 X -1485846 381011 14673 X false true true false X 998943 3066825 6232405 906524 711617 11916314 28952567 31860143 34422048 36452484 38181887 169869129 239407 1004268 1262584 1335828 1251072 5093159 0 0 30190917 35931236 41917037 38694836 40144576 186878602 92230 64006 123382 92717 116226 488561 0 0 0 0 0 0 92230 64006 123382 92717 116226 488561 186390041 537191 876536 607277 1083785 974518 4079307 0 537191 876536 607277 1083785 974518 4079307 0 0 0 0 0 0 0 30728108 36807772 42524314 39778621 41119094 190957909 0.97608 0.97653 0.02 0.02 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 550 550 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY The Organization pays dues to LeadingAge NC. A portion of these dues were utilized for lobbying purposes. The estimated portion for FY 2025 is $550. X 1 true 12991507 586599 180332 556690 13201748 12665173 715631 253082 642379 12991507 11964960 772045 188865 260697 12665173 11842177 956240 109702 943159 11964960 10770109 561688 767422 257042 11842177 0.6 0.23 0.17 false false 1731678 1731678 134635558 58980985 75654573 7829392 3429891 4399501 5774184 1391226 4382958 86168710 Federal Income Taxes DEPOSITS 793840 REFUNDABLE ADVANCE FEES 22982 BOND INTEREST PAYABLE 2037722 2854544 X 41477990 381011 -408905 -27894 41505884 0 0 41505884 42568152 0 0 42568152 423578 423578 42991730 Schedule D, Part II, Line 9 Conservation easements financial reporting The conservation easement is reported in the Organization's financial statements as part of permanently restricted net assets. Schedule D, Part V, Line 4 Intended uses of endowment funds Support for residents in financial need, personnel recruiting and other general obligations. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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 BENEFITS OR OBLIGATIONS AS OF MARCH 31, 2025. 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). Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Bad Debt - -490319 Change in Value of Split-Interest Agreement - 14673 Expenses in Revenue - 66741 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Bad Debt - 490319 Expenses in Revenue - -66741 X false false false false false false false false false false false Mark Steele President/CEO (outgoing) 192789 0 75241 0 8880 0 12613 0 47516 0 337039 0 0 0 Tracy Beisecker CFO 199822 0 27786 0 0 0 9102 0 0 0 236710 0 0 0 KRISTIN J STATHERS VP of Healthcare Services 139945 0 14789 0 0 0 0 0 2624 0 157358 0 0 0 TIMOTHY S DAHLKE Director of Facilities 142160 0 14056 0 0 0 3140 0 2297 0 161653 0 0 0 ALLISON E VESSELS VP of HR/Resident Services 164552 0 16757 0 0 0 7481 0 10240 0 199030 0 0 0 CANDISE G ELDRIDGE Licensed Practical Nurse 147652 0 0 0 0 0 2942 0 0 0 150594 0 0 0 Anne Burris VP of Marketing and Sales 149000 0 16733 0 0 0 6744 0 8977 0 181454 0 0 0 Schedule J, Part I, Line 1a Housing allowance or residence for personal use The CEO elects the annual housing allowance amount, and the Board of Trustees approves the annual housing allowance in November prior to the calendar year in which the housing is paid. A North Carolina Mecial Care Commission 521309402 65820YMA1 2016-09-07 25807298 Refund 2006 Bond false false false B North Carolina Medical Care Commission 521309402 65820YLG9 2015-08-08 42180601 RETIREMENT FACILITIES FIRST MORTGAGE REVENUE BONDS SERIES 2015 false false false C North Carolina Medical Care Commission 521309402 65820YPR1 2018-11-08 37616589 Retirement FACILITIES FIRST MORTGAGE REVENUE BONDS SERIES 2018 false false false A 6340000 0 23632457 2443544 0 0 516146 0 0 0 22963978 0 2016 false true true true B 0 0 42737781 2441629 0 0 843600 0 0 39005210 0 0 2018 false false true true C 13375000 0 38929277 2415521 0 0 751325 0 0 6921107 0 28193926 2021 false false false false A false false false false false false 0.0 0.0 0 false false 0 false false B false false false false false false 0.0 0.0 0 false false 0 false false C false false false false false false 0.0 0.0 0 false false 0 false false A true false false true false false 0 false false true Bank of America NA 13.0 true false true B false false false true false false 0 false false true NA 0.0 true false true C false true false true false false 0 false false true NA 0.0 true false true A true B false C false Schedule K, Part I Description of Purpose THE BONDS WERE ISSUED FOR THE PURPOSE OF (1) REFUNDING PRIOR ISSUES DATED OCTOBER 20, 1999 AND APRIL 26, 2001; (2) PAYING THE COSTS OF ISSUING THE SERIES 2006 BONDS; AND (3) FUNDING A DEBT SERVICE RESERVE FUND. Schedule K, Part II, Line 11 Other Spent Proceeds THE AMOUNT PRESENTED ON PART II, LINE 11 REPRESENTS AMOUNTS USED TO PAY AT MATURITY OR REDEEM THE REFUNDED PRIOR ISSUES DATED OCTOBER 20, 1999 AND APRIL 26, 2001. Schedule K, Part III BECAUSE THE ISSUE IS AN ADVANCE REFUNDING FOR PRIOR BONDS ISSUED BEFORE JANUARY 1, 2003, AND CONTAINED NO NEW CAPITAL PROJECT BORROWINGS, PART III IS NOT REQUIRED. Schedule K, Part II, Line 3 Total Proceeds THE AMOUNT OF TOTAL PROCEEDS ON PART II, LINE 3 INCLUDES $6,649,229 INVESTMENT EARNINGS OF BOND PROCEEDS. Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: North Carolina Mecial Care Commission N/A Schedule K, Part IV, Line 2c COLUMN A Issuer name: North Carolina Mecial Care Commission The calculation for computing no rebate due was performed on 10/01/2016 Schedule K, Part IV, Line 2c COLUMN B Issuer name: North Carolina Medical Care Commission The calculation for computing no rebate due was performed on 05/08/2015 Schedule K, Part IV, Line 2c COLUMN C Issuer name: North Carolina Medical Care Commission The calculation for computing no rebate due was performed on 01/26/2016 Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Every two years, the Provincial Elders' Conference (PEC) appoints up to four members to the board. In advance of the Salemtowne board's annual meeting, the chair of the board shall consult with the president of the PEC regarding the PEC nominations. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER BEFORE THE RETURN WAS FILED. PRIOR TO FILING, THE BOARD FINANCE COMMITTEE REVIEWED AND ACCEPTED THE FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy ACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON INITIALLY JOINING THE BOARD. ANNUALLY BOARD MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS. CHANGES IN CONFLICTS OF INTEREST ARE MAINTAINED BY THE CFO. Form 990, Part VI, Line 15a Process to establish compensation of top management official COMPENSATION IS PULLED FROM GUIDESTAR FOR CCRCS IN NORTH CAROLINA OF COMPARABLE SIZE AND FROM THE LEADING AGE SALARY SURVEY FOR ALL EXECUTIVE POSITIONS. THE BOARD EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S COMPENSATION BASED UPON THIS INFORMATION ALONG WITH COMPENSATION HISTORY FOR THE CEO. THE CEO AND DIRECTOR OF HUMAN RESOURCES REVIEWS THE BENCHMARK DATA IN ESTABLISHING COMPENSATION FOR ALL OTHER EXECUTIVE POSITIONS WHICH ARE THEN APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ORGANIZATION'S BUDGETING PROCESS. Form 990, Part VI, Line 18 How forms are made available to the public The Organization's Form 1023, 990 and 990-T are available to the public upon request. In addition, recent filing of the Form 990 are made available online at www.guidestar.org Form 990, Part VI, Line 19 Required documents available to the public 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 IX, Line 11g Other Fees Contract Professional Services - Total Expense: 1370061, Program Service Expense: 395416, Management and General Expenses: 974645, Fundraising Expenses: ; Consultant Fees - Total Expense: 83506, Program Service Expense: 5273, Management and General Expenses: 78233, Fundraising Expenses: ; Outside Services - Total Expense: 2826364, Program Service Expense: 2567885, Management and General Expenses: 258479, Fundraising Expenses: ; Medical Director - Total Expense: 63534, Program Service Expense: 63534, Management and General Expenses: , Fundraising Expenses: ; Service Fees - Total Expense: 266407, Program Service Expense: , Management and General Expenses: 101683, Fundraising Expenses: 164724; Therapy Fees - Total Expense: 904, Program Service Expense: 904, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Value of Split-Interest Agreements - 14673; Total - 14673; Form 990, Part XII, Line 2c The process has not changed from the prior year.