Nonprofit · EIN 51-0199312
GIVENS ESTATES INC
Tax-exempt · ASHEVILLE, NC 28803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $103,443,220 | $82,609,413 | $20,833,807 | $416,171,400 | $292,795,542 | $123,375,858 |
| December 31, 2023 | 990 | $79,993,556 | $68,908,942 | $11,084,614 | $383,968,447 | $282,343,762 | $101,624,685 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,107,362
- Program service revenue
- $82,693,125
- Investment income
- $8,652,017
- Net gain from sales of assets
- $5,414,328
- Other revenue
- $8,990,716
Expenses
- Grants and similar amounts paid
- $1,435,152
- Compensation of officers, directors and key employees
- $1,532,203
- Other salaries and wages
- $29,979,493
- Salaries, compensation and benefits (total)
- $38,827,823
- Professional fundraising fees
- $0
- Legal fees
- $23,356
- Accounting fees
- $2,031
- Occupancy
- $4,177,215
- Travel
- $184,909
- Depreciation
- $10,824,975
- Program services (functional)
- $73,156,369
- Management and general (functional)
- $9,453,044
Balance sheet and other
- Total assets, start of year
- $383,968,447
- Total assets, end of year
- $416,171,400
- Total liabilities, end of year
- $292,795,542
- Net assets, end of year
- $123,375,858
- Land, buildings and equipment
- $241,961,721
- Publicly traded securities
- $106,327,379
- Net assets without donor restrictions
- $109,434,032
- Net assets with donor restrictions
- $13,941,826
- Gross receipts
- $103,433,109
- Employees
- 595
- Volunteers
- 140
- Year formed
- 1975
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kevin Schwab | CEO Officer | 40 | $500,175 | $87,060 |
| Allen Squires | CFO Officer | 40 | $406,158 | $33,203 |
| Scott Farkas | COO Officer | 40 | $240,573 | $50,852 |
| Ken Kramer | Executive Director - Givens Highland Farms Key employee | 40 | $218,970 | $56,130 |
| Neal Lail | VP Marketing Highest-paid employee | 40 | $204,733 | $7,080 |
| Christian Grunder | VP HR Highest-paid employee | 40 | $168,854 | $34,139 |
| David Kerestes | Controller Highest-paid employee | 40 | $162,868 | $33,803 |
| Brian Guengerich | VP Development Highest-paid employee | 40 | $160,776 | $30,275 |
| Ricky Foor | VP IT Highest-paid employee | 40 | $160,365 | $30,210 |
| Kirsten Cone | Executive Director - GE Key employee | 40 | $166,327 | $20,124 |
| Adam K Ennis | Director Trustee or director | 1 | $0 | $0 |
| Alfred J Whitesides Jr | Director Trustee or director | 1 | $0 | $0 |
| Alisa J Brown | Director Trustee or director | 1 | $0 | $0 |
| Charles L Frederick | Director Trustee or director | 1 | $0 | $0 |
| Charles Pine | Director Trustee or director | 1 | $0 | $0 |
29 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Connie B Martin | Director Trustee or director | 1 | $0 |
| David C Whilden | Director Trustee or director | 1 | $0 |
| Donna A Broadwell | Director Trustee or director | 1 | $0 |
| Doris P Loomis Esq | Director Trustee or director | 1 | $0 |
| Dr Kelli R Brown | Director Trustee or director | 1 | $0 |
| Dr Margaret A Kuhn | Director Trustee or director | 1 | $0 |
| F Patrick McGuire | Director Trustee or director | 1 | $0 |
| G Edward Towson II | Director Trustee or director | 1 | $0 |
| Gerald H Meyer | Director Trustee or director | 1 | $0 |
| Horace S Jennings | Director Trustee or director | 1 | $0 |
| Joseph P McGuire | Director Trustee or director | 1 | $0 |
| Judy L Phillips | Director Trustee or director | 1 | $0 |
| Kemper W Brown Sr | Director Trustee or director | 1 | $0 |
| Kenneth W Swayze Jr | Director Trustee or director | 1 | $0 |
| Larry B Harris | Director Trustee or director | 1 | $0 |
| Murphy Horne Fletcher | Director Trustee or director | 1 | $0 |
| Rebekah M Lowe | Director Trustee or director | 1 | $0 |
| Rev Karen L Easter Bayne | Director Trustee or director | 1 | $0 |
| Rev Mary W Brown | Director Trustee or director | 1 | $0 |
| Rev R Keith Turman | Director Trustee or director | 1 | $0 |
| Rev Robert E Shepherd | Director Trustee or director | 1 | $0 |
| Rev W Mark Ralls | Director Trustee or director | 1 | $0 |
| Robert C Roberts | Director Trustee or director | 1 | $0 |
| Robert M McKown | Director Trustee or director | 1 | $0 |
| Russell Moxley | Director Trustee or director | 1 | $0 |
| Sarah-Ann Smith | Director Trustee or director | 1 | $0 |
| Suzanne E Landis | Director Trustee or director | 1 | $0 |
| Suzanne M Sutherland | Director Trustee or director | 1 | $0 |
| William Mance | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kevin Schwab | CEO Officer | 40 | $467,106 | $106,261 |
| John Cowan | Executive Director - GE Key employee | 40 | $382,713 | $64,151 |
| Allen Squires | CFO Officer | 40 | $369,551 | $68,069 |
| Ken Kramer | Executive Director - Givens Highland Farms Key employee | 40 | $212,074 | $73,352 |
| Neal Lail | VP Marketing Highest-paid employee | 40 | $197,616 | $7,080 |
| David Kerestes | Controller Highest-paid employee | 40 | $156,689 | $39,879 |
| Christian Grunder | VP HR Highest-paid employee | 40 | $151,029 | $39,808 |
| Ricky Foor | VP IT Highest-paid employee | 40 | $148,145 | $31,927 |
| Brian Guengerich | VP Development Highest-paid employee | 40 | $136,546 | $29,015 |
| Scott Farkas | COO Officer | 40 | $64,186 | $3,654 |
| Adam K Ennis | Director Trustee or director | 1 | $0 | $0 |
| Alfred J Whitesides Jr | Director Trustee or director | 1 | $0 | $0 |
| Alison J Brown | Director Trustee or director | 1 | $0 | $0 |
| Charles L Frederick | Director Trustee or director | 1 | $0 | $0 |
| Charles Pine | Director Trustee or director | 1 | $0 | $0 |
| Connie B Martin | Director Trustee or director | 1 | $0 | $0 |
| David C whilden | Director Trustee or director | 1 | $0 | $0 |
| Donna A Broadwell | Director Trustee or director | 1 | $0 | $0 |
| Dr Margaret A Kuhn | Director Trustee or director | 1 | $0 | $0 |
| F Patrick McGuire | Director Trustee or director | 1 | $0 | $0 |
| G Edward Towson II | Director Trustee or director | 1 | $0 | $0 |
| Horace S Jennings | Director Trustee or director | 1 | $0 | $0 |
| Joseph P McGuire | Director Trustee or director | 1 | $0 | $0 |
| Judy L Phillips | Director Trustee or director | 1 | $0 | $0 |
| Kelli R Brown | Director Trustee or director | 1 | $0 | $0 |
| Kenneth W Swayze Jr | Director Trustee or director | 1 | $0 | $0 |
| Larry B Harris | Director Trustee or director | 1 | $0 | $0 |
| Murphy Horne Fletcher | Director Trustee or director | 1 | $0 | $0 |
| Rebekah M Lowe | Director Trustee or director | 1 | $0 | $0 |
| Rev Karen L Easter Bayne | Director Trustee or director | 1 | $0 | $0 |
| Rev Mary W Brown | Director Trustee or director | 1 | $0 | $0 |
| Rev R Keith Turman | Director Trustee or director | 1 | $0 | $0 |
| Rev Robert E Shepherd | Director Trustee or director | 1 | $0 | $0 |
| Robert M McKown | Director Trustee or director | 1 | $0 | $0 |
| Russell Moxley | Director Trustee or director | 1 | $0 | $0 |
| Sarah-Ann Smith | Director Trustee or director | 1 | $0 | $0 |
| Suzanne E Landis | Director Trustee or director | 1 | $0 | $0 |
| William Mance | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2360 SWEETEN CREEK RD, ASHEVILLE, NC 28803-2030
- In care of
- % DAVE KERESTES
- Principal officer (990 for 2024)
- Kevin Schwab, 2360 SWEETEN CREEK ROAD, Asheville, NC 28803
- Signed the 990
- Kevin Schwab, CEO
- Phone
- (828) 274-4800
- Website
- www.givensestates.org
- Return prepared by
- Forvis Mazars LLP
Mission
IMPROVING LIVES THROUGH COMMUNITIES, SERVICES, AND OUTREACH CORE VALUES OUR CORE VALUES ARE COMMITMENT, CARING, COURAGE AND COLLABORATION.
Program accomplishments
- Givens Life Ministries serves as the outreach and community impact arm of Givens Communities, extending the organization's mission beyond its campuses to older adults and families across Western North Carolina. In addition to providing housing, support, and health and wellness services for approximately 1,450 seniors across four campuses, Givens Life Ministries reaches thousands of additional individuals annually through community-based programs that promote health, independence, and dignity for people of all economic levels. Through partnerships and charitable support, the ministry offers a broad range of services, including wellness and health education, medication assistance, nutritious meal sites, diabetes and chronic disease management programs, and a community nurse who helps lower-income residents navigate the healthcare system. This work is supported through philanthropic contributions, endowment earnings, and operating revenues, ensuring that Givens' commitment to compassionate service, wellness, and aging with dignity extends well beyond its residential communities.Expenses $73,156,369 · grants $1,435,152 · revenue $82,693,125
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0199312
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $416,171,400
- Income (IRS master file)
- $103,433,109
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $103,443,220 | $82,609,413 | $416,171,400 | XML |
| 990 | December 2023 | $79,993,556 | $68,908,942 | $383,968,447 | XML |
| 990 | December 2022 | $71,456,797 | $58,352,449 | $353,131,640 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0199312).
Questions about GIVENS ESTATES INC
- What is the EIN of GIVENS ESTATES INC?
- The employer identification number (EIN) of GIVENS ESTATES INC is 51-0199312.
- Is GIVENS ESTATES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to GIVENS ESTATES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GIVENS ESTATES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GIVENS ESTATES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GIVENS ESTATES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of GIVENS ESTATES INC?
- The 990 for the year ended December 31, 2024 names Kevin Schwab.
- Who are the officers and directors of GIVENS ESTATES INC?
- The 990 for the year ended December 31, 2024 lists 44 people; 10 received compensation from the organization, the highest $500,175 (Kevin Schwab, CEO).
- How much revenue does GIVENS ESTATES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $103,443,220, expenses of $82,609,413 and total assets of $416,171,400 at year end.
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