2026-08-21T07:38:04-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 882582501 BISHOP GADSDEN EPISCOPAL COMMUNITIES BISH 8437623300 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 SARAH TIPTON PRESIDENT/CEO 8437623300 2026-08-19 1 KERRI N BOGDA P00760402 7177404863 2026-08-19 2025 2025-03-06 01:10:19Z SARAH TIPTON 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 579200 0 X N/A X 2022 SC PROVIDE SUPPORT AND MANAGEMENT SERVICES TO ITS SUBSIDIARIES IN FULFILLING THEIR MISSION. 11 11 0 11 0 0 0 0 6000 579200 0 0 0 0 6000 579200 0 0 0 0 0 0 0 0 0 448815 333537 448815 333537 -442815 245663 3089363 3590177 1692178 1947329 1397185 1642848 X BISHOP GADSDEN EPISCOPAL COMMUNITIES WILL PROVIDE SUPPORT AND MANAGEMENT SERVICES TO ITS SUBSIDIARY(S) INCLUDING ADMINISTRATIVE, ACCOUNTING, HUMAN RESOURCES, INFORMATION TECHNOLOGY AND MARKETING SERVICES THROUGH A SHARED SERVICES AGREEMENT. THESE FUNCTIONS WILL BE PROVIDED BY BISHOP GADSDEN EPISCOPAL COMMUNITIES TO ITS SUPPORTED ORGANIZATION(S) IN LIEU OF THE SUPPORTED ORGANIZATION(S) PERFORMING THESE FUNCTIONS ON THEIR OWN. 0 0 309502 579200 BISHOP GADSDEN EPISCOPAL COMMUNITIES WAS FORMED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF BISHOP GADSDEN RETIREMENT COMMUNITY AND KIAWAH LIFE PLAN VILLAGE THAT PROVIDES HOUSING AND HEALTH CARE SERVICES TO SENIOR CITIZENS. THE ORGANIZATION, LIKE ITS SUPPORTED ORGANIZATION BISHOP GADSDEN RETIREMENT COMMUNITY (EIN 57-0337132), WILL DEDICATE ITSELF TO THE WELL-BEING OF THOSE PERSONS WHO, BECAUSE OF AGE, HEALTH AND/OR EXPRESS DESIRE, CHOOSE TO RESIDE IN A RETIREMENT COMMUNITY. BISHOP GADSDEN RETIREMENT COMMUNITY IS AN IRS SECTION 501(C)(3) ORGANIZATION WHICH OPERATES A CONTINUING CARE FACILITY AND REPORTS ITS PUBLIC CHARITY SUPPORT UNDER IRC SECTION 509(A)(2). THE ORGANIZATION IS DRIVEN BY ITS MISSION, TO EMBRACE GOD'S CALL TO MINISTRY. WE AFFIRM POSITIVE LIVING FOR ALL WHO LIVE AND WORK AT OUR COMMUNITIES. WE SERVICE WITH INTEGRITY. WE EXERCISE WISE STEWARDSHIP. WE REACH OUT WITH A GENEROUS SPIRIT. 309502 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 SC X LYNNE KERRISON 8437623300 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 X MELINDA LUCKA KELLEY ESQ CHAIR 2.50 0.00 X X 0 0 0 BRIAN HUSSAIN SECRETARY/TREASURER 2.50 1.50 X X 0 0 0 DR PATRICK J KELLY VICE CHAIR 2.50 1.50 X X 0 0 0 DAVID ADAMS MD BOARD MEMBER 2.50 0.00 X 0 0 0 REV GREGORY SMITH BOARD MEMBER 2.50 0.00 X 0 0 0 HEYWARD CARTER JR ESQ BOARD MEMBER 2.50 0.00 X 0 0 0 ROBERT BALDWIN BOARD MEMBER 2.50 0.00 X 0 0 0 KATHERINE ROBINSON BOARD MEMBER 2.50 0.00 X 0 0 0 JOANNE M HILL BOARD MEMBER 2.50 1.50 X 0 0 0 GREG JONES BOARD MEMBER 2.50 0.00 X 0 0 0 RT REV RUTH WOODLIFF-STANLEY BOARD MEMBER 2.50 0.00 X 0 0 0 SARAH EH TIPTON CEO/PRESIDENT 5.00 50.00 X 0 451291 29859 LYNNE L KERRISON EVP/CFO 5.00 50.00 X 0 399041 21498 0 850332 51357 0 0 1 0 0 COMMISSION FEES 900099 525200 525200 MANAGEMENT FEES 900099 54000 54000 579200 579200 579200 0 0 218406 218406 18060 18060 2000 2000 6868 6868 189 189 3786 3786 52 52 80676 80676 2500 2500 COMMISSION EXPENSES 1000 1000 333537 309502 24035 0 83363 4977 3000000 3000000 6000 585200 3089363 3590177 6723 94267 1660000 1660000 25455 193062 1692178 1947329 X 1397185 1642848 1397185 1642848 3089363 3590177 245663 0 X 0 0 0 X X 1 BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY 570337132 10 1 218406 0 1 218406 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 INVESTMENT IN KIAWAH LIFE PLAN VILLAGE 3000000 C 3000000 DUE FROM AFFILIATES 585200 585200 DUE TO AFFILIATES 193062 193062 0 0 0 0 0 0 0 0 0 SARAH EH TIPTON CEO/PRESIDENT 0 451291 0 0 0 0 0 9635 0 20224 0 481150 0 0 LYNNE L KERRISON EVP/CFO 0 360541 0 38500 0 0 0 13991 0 7507 0 420539 0 0 PART I, LINE 3 TO ENSURE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE SENIOR LIVING INDUSTRY, THE BOARD OF TRUSTEES REVIEWS 990 DATA AND ASSOCIATION PUBLICATIONS. THE BOARD ALSO QUESTIONS LEADING CONSULTANTS IN OUR INDUSTRY AND PERFORMS SALARY REVIEWS. A FORMAL COMPENSATION STUDY WAS PERFORMED FOR TOP EXECUTIVES IN 2022, WITH BOARD APPROVAL FOR COMPENSATION THAT WENT INTO EFFECT ON JANUARY 1, 2023. ALL DISCUSSIONS REGARDING COMPENSATION ARE DOCUMENTED IN BOARD MINUTES. SARAH E.H. TIPTON IS THE CHIEF EXECUTIVE OFFICER/PRESIDENT OF BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY ("BGERC") AND IS COMPENSATED BY BGERC WHICH IS A RELATED ENTITY OF BISHOP GADSDEN EPISCOPAL COMMUNITIES. LYNNE L. KERRISON IS THE CHIEF FINANCIAL OFFICER/EVP OF BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY ("BGERC") AND IS COMPENSATED BY BGERC WHICH IS A RELATED ENTITY OF BISHOP GADSDEN EPISCOPAL COMMUNITIES. BGERC FILES ALL REQUIRED EMPLOYMENT TAX RETURNS UNDER ITS EIN 57-0337132. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE MEMBER: BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY, A SOUTH CAROLINA NOT-FOR-PROFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B AN INTERNAL REVIEW WAS PERFORMED BY THE ORGANIZATION'S ADMINISTRATIVE TEAM. A COPY OF FORM 990 WAS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW BEFORE FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE POLICY COVERS FAMILIES AND BUSINESS RELATIONSHIPS AS POTENTIAL SOURCES OF CONFLICT. AFTER THE STATEMENTS ARE TURNED IN, THEY ARE REVIEWED BY THE CHAIRMAN OF THE BOARD AND THE PRESIDENT/CEO. SHOULD A CONFLICT BE NOTED, THE CHAIRMAN AND PRESIDENT/CEO EITHER ASK THE BOARD MEMBER TO RESOLVE THE CONFLICT OR RECUSE HIM OR HERSELF FROM VOTING ON MATTERS WHERE THE CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. PART VII: COMPENSATION FROM RELATED ORGANIZATION SARAH E.H. TIPTON IS THE CHIEF EXECUTIVE OFFICER/PRESIDENT OF BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY ("BGERC") AND IS COMPENSATED BY BGERC WHICH IS A RELATED ENTITY OF BISHOP GADSDEN EPISCOPAL COMMUNITIES. LYNNE L. KERRISON IS THE CHIEF FINANCIAL OFFICER/EVP OF BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY ("BGERC") AND IS COMPENSATED BY BGERC WHICH IS A RELATED ENTITY OF BISHOP GADSDEN EPISCOPAL COMMUNITIES. BGERC FILES ALL REQUIRED EMPLOYMENT TAX RETURNS UNDER ITS EIN 57-0337132. BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY 1 BISHOP GADSDEN WAY CHARLESTON SC 29412 570337132 SENIOR LIVING COMMUNITY SC 501(C)(3) LINE 10 BISHOP GADSDEN EPISCOPAL COMMUNITIES 1 KIAWAH LIFE PLAN VILLAGE INC 200 FARM LAKE VIEW KIAWAH ISLAND SC 29455 861250842 SENIOR LIVING COMMUNITY SC 501(C)(3) LINE 12A, I BISHOP GADSDEN EPISCOPAL COMMUNITIES 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 1 BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY E 1660000 COST