Nonprofit · EIN 56-1152263
ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC
Tax-exempt · WINSTON SALEM, NC 27104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $58,950,328 | $53,683,244 | $5,267,084 | $214,405,681 | $125,033,685 | $89,371,996 |
| December 31, 2024 | 990 | $55,658,686 | $51,408,625 | $4,250,061 | $207,154,578 | $127,437,715 | $79,716,863 |
| December 31, 2023 | 990 | $51,036,034 | $47,724,267 | $3,311,767 | $204,571,385 | $132,743,492 | $71,827,893 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,709,021
- Program service revenue
- $54,531,121
- Investment income
- $2,524,377
- Net gain from sales of assets
- $418,821
- Net income from sales of inventory
- $44,072
- Other revenue
- $185,809
Expenses
- Grants and similar amounts paid
- $2,590,672
- Compensation of officers, directors and key employees
- $994,329
- Other salaries and wages
- $20,650,529
- Salaries, compensation and benefits (total)
- $27,693,216
- Professional fundraising fees
- $0
- Legal fees
- $185,170
- Accounting fees
- $282,989
- Occupancy
- $2,079,015
- Travel
- $22,797
- Depreciation
- $9,407,264
- Program services (functional)
- $35,341,380
- Management and general (functional)
- $17,360,759
- Fundraising (functional)
- $981,105
Balance sheet and other
- Total assets, start of year
- $207,154,578
- Total assets, end of year
- $214,405,681
- Total liabilities, end of year
- $125,033,685
- Net assets, end of year
- $89,371,996
- Land, buildings and equipment
- $120,549,627
- Publicly traded securities
- $70,418,674
- Net assets without donor restrictions
- $70,912,815
- Net assets with donor restrictions
- $18,459,181
- Gross receipts
- $59,317,333
- Employees
- 571
- Volunteers
- 36
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANDREW APPLEGATE | CEO Officer | 40 | $411,539 | $57,323 |
| DAVID MATTHEWS | CFO Officer | 40 | $291,769 | $37,483 |
| ELIZABETH BYRD | VP HEALTH SERVICES Officer | 40 | $202,001 | $20,383 |
| JOSEPH GILMARTIN | SENIOR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $176,536 | $27,903 |
| KATHRYN SEARS | SENIOR DIRECTOR HR/TALENT ARTS Highest-paid employee | 40 | $154,527 | $42,887 |
| SHONETTE PETTIFORD | HEALTHCARE ADMINISTRATOR Highest-paid employee | 40 | $167,954 | $11,164 |
| ERIN PERKINS | DIRECTOR OF DINING Highest-paid employee | 40 | $136,789 | $32,749 |
| AMANDA HARRELL | DIRECTOR OF NURSING Highest-paid employee | 40 | $143,912 | $19,743 |
| JULIE TAMPA | SECRETARY Officer | 40 | $89,021 | $16,503 |
| BILL HOLLAN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| COURTNEY DOUGLAS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN E LAUER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN WILLINGHAM | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RICKY SHORE | AT LARGE Trustee or director, Officer | 1 | $0 | $0 |
| BILL DAVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BISHOP KEN CARTER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRYAN THOMPSON | BOARD MEMBER Trustee or director | 1 | $0 |
| BURTON VANCE | BOARD MEMBER Trustee or director | 1 | $0 |
| CLARE JORDAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DONALD EPPERT | BOARD MEMBER Trustee or director | 1 | $0 |
| EDDIE STUBBINS | BOARD MEMBER Trustee or director | 1 | $0 |
| J HILL STOCKTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN RUFFIN | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA GFELLER | BOARD MEMBER Trustee or director | 1 | $0 |
| MCCULLOUGH MCCULLOUGH | BOARD MEMBER Trustee or director | 1 | $0 |
| MONTRALE BOYKIN | BOARD MEMBER Trustee or director | 1 | $0 |
| REV SAM MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEWART HOLMES | BOARD MEMBER Trustee or director | 1 | $0 |
| TANYA AFOLAYAN | BOARD MEMBER Trustee or director | 1 | $0 |
| WENDY WALKER-FOX | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Applelgate | CEO Officer | 40 | $387,154 | $49,700 |
| David Matthews | CFO Officer | 40 | $255,266 | $31,808 |
| Joseph Gilmartin | Senior director of operations Highest-paid employee | 40 | $152,793 | $22,161 |
| Kathryn Sears | Senior director HR/Talent Arts Highest-paid employee | 40 | $137,944 | $26,916 |
| Kathy Gwyn | VP Health Services Officer | 40 | $142,840 | $21,085 |
| Erin Perkins | Director of dining Highest-paid employee | 40 | $126,629 | $21,430 |
| Amanda Harrell | Director of nursing Highest-paid employee | 40 | $131,619 | $16,103 |
| Darrell Holland | Controller Highest-paid employee | 40 | $121,733 | $15,491 |
| Elizabeth Byrd | VP Health Services Officer | 40 | $92,278 | $6,142 |
| Julie Tampa | Secretary Officer | 40 | $83,947 | $13,318 |
| Bill Hollan | Chair Elect Trustee or director, Officer | 1 | $0 | $0 |
| Courtney Douglas | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| John E Lauer | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| John Willingham | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Bischop Ken Carter | Board Member Trustee or director | 1 | $0 | $0 |
| Burton Vance | Board Member Trustee or director | 1 | $0 | $0 |
| Carroll McCullough | Board Member Trustee or director | 1 | $0 | $0 |
| Christine Dunn | Board Member Trustee or director | 1 | $0 | $0 |
| Christopher Pearce | Board Member Trustee or director | 1 | $0 | $0 |
| Clare Jordan | Board Member Trustee or director | 1 | $0 | $0 |
| Donald Eppert | Board Member Trustee or director | 1 | $0 | $0 |
| Eddie Stubbins | Board Member Trustee or director | 1 | $0 | $0 |
| J Hill Stockton | Board Member Trustee or director | 1 | $0 | $0 |
| John Earle | Board Member Trustee or director | 1 | $0 | $0 |
| John Ruffin | Board Member Trustee or director | 1 | $0 | $0 |
| Montrale Boykin | Board Member Trustee or director | 1 | $0 | $0 |
| Rev Sam Moore | Board Member Trustee or director | 1 | $0 | $0 |
| Ricky Shore | Board Member Trustee or director | 1 | $0 | $0 |
| Samuel Black | Board Member Trustee or director | 1 | $0 | $0 |
| Susan Elster | Board Member Trustee or director | 1 | $0 | $0 |
| Tanya Afolayan | Board Member Trustee or director | 1 | $0 | $0 |
| Tog Newman | Board Member Trustee or director | 1 | $0 | $0 |
| Wendy Walker-Fox | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Andrew Applegate | CEO Officer | 40 | $355,397 | $48,217 |
| David Matthews | CFO Officer | 40 | $225,897 | $30,071 |
| Kathy Gwyn | VP Health Services Officer | 40 | $189,697 | $31,541 |
| Lynn Ross | Director of marketing Highest-paid employee | 40 | $166,522 | $17,108 |
| Hannah Yoon | Healthcare administrator Highest-paid employee | 40 | $128,215 | $20,999 |
| Joseph Gilmartin | Senior director of operations Highest-paid employee | 40 | $123,400 | $20,430 |
| Amanda Harrell | Director of nursing Highest-paid employee | 40 | $126,699 | $15,793 |
| Erin Perkins | Director of dining Highest-paid employee | 40 | $119,488 | $15,678 |
| Julie Tampa | Secretary Officer | 40 | $78,853 | $12,994 |
| Courtney Douglas | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Drewry Nostitz | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| John E Lauer | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| John Willingham | Chair Trustee or director, Officer | 1 | $0 | $0 |
| William E Hollan III | Chair Elect Trustee or director, Officer | 1 | $0 | $0 |
| Bill Sayers | ex-officio Trustee or director | 1 | $0 | $0 |
| Bischop Ken Carter | ex-officio Trustee or director | 1 | $0 | $0 |
| Carroll McCullough | Board Member Trustee or director | 1 | $0 | $0 |
| Christin Dunn | Board Member Trustee or director | 1 | $0 | $0 |
| Christopher Pearce | Board Member Trustee or director | 1 | $0 | $0 |
| David Hinton | Board Member Trustee or director | 1 | $0 | $0 |
| Donald Eppert | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| J Hill Stockton | Board Member Trustee or director | 1 | $0 | $0 |
| John Earle | Board Member Trustee or director | 1 | $0 | $0 |
| John Ruffin | Board Member Trustee or director | 1 | $0 | $0 |
| Montrale Boykin | Board Member Trustee or director | 1 | $0 | $0 |
| Pamela Ball | ex-officio Trustee or director | 1 | $0 | $0 |
| Rev Sam Moore | ex-officio Trustee or director | 1 | $0 | $0 |
| Ricky Shore | Board Member Trustee or director | 1 | $0 | $0 |
| Samuel Black | Board Member Trustee or director | 1 | $0 | $0 |
| Susan Elster | Board Member Trustee or director | 1 | $0 | $0 |
| Tanya Afolayan | Board Member Trustee or director | 1 | $0 | $0 |
| Tog Newman | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| Vincent Howell | Board Member Trustee or director | 1 | $0 | $0 |
| Wendy Walker-Fox | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1240 ARBOR RD, WINSTON SALEM, NC 27104-1197
- Principal officer (990 for 2025)
- ANDREW APPLEGATE, 1240 ARBOR ROAD, WINSTONSALEM, NC 271041197
- Signed the 990
- DAVID MATTHEWS, CFO
- Phone
- (336) 724-7921
- Website
- WWW.ARBORACRES.ORG
- Return prepared by
- FORVIS MAZARS LLP
Mission
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.
Program accomplishments
- ARBOR ACRES, A CONTINUING CARE RETIREMENT COMMUNITY (CCRC), PROVIDING A RESIDENTIAL WINGS CONTAINING 146 UNITS (STUDIO, EFFICIENCY AND CONNECTING ROOM SUITES); 6 ONE-BEDROOM AND 6 TWO-BEDROOM COURTYARD HOMES; 11 TWO-BEDROOM PATIO HOMES AND 109 HOUSES. IN ADDITION TO THE INDEPENDENT LIVING FACILITIES, ARBOR ACRES ALSO HAS 95 ADULT CARE HOME BEDS AND 83 NURSING CARE BEDS (LOCATED IN THE FITZGERALD HEALTH CENTER). AS OF DECEMBER 31, 2025, ARBOR ACRES SERVED 521 RESIDENTS IN THE ABOVE UNITS. ARBOR ACRES HOLDS MEMBERSHIPS WITH LEADING AGE AND LEADING AGE NC. 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, 2025, $2,174,622 OF FINANCIAL ASSISTANCE WAS PROVIDED TO RESIDENTS TO HELP THEM MAINTAIN RESIDENCY AT THE FACILITY. DURING 2025 THE FOLLOWING SPECIFIC ACCOMPLISHMENTS ENHANCED THE ABILITY TO SERVE RESIDENTS: 1. MAINTAIN OCCUPANCY EXCEEDING 93% IN ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING LEVELS OF AVAILABLE LICENSED CARE AND EXCEEDED 93% OCCUPANCY OF INDEPENDENT LIVING UNITS. 2. SPONSORED AND FACILITATED PARTICIPATION OF RESIDENT EFFORTS IN COMMUNITY SERVICE PROJECTS TO INCLUDE HABITAT FOR HUMANITY, HURRICANE HELENE RELIEF, SALVATION ARMY, THE SHEPERD'S CENTER, AND TRELLIS SUPPORTIVE CARE ETC. IN ADDITION, ARBOR ACRES MADE A MONETARY DONATION TO THE WINSTON-SALEM FOUNDATION.Expenses $35,341,380 · grants $2,590,672 · revenue $54,531,121
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 | 990 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
- 56-1152263
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $214,405,681
- Income (IRS master file)
- $59,317,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $58,950,328 | $53,683,244 | $214,405,681 | XML |
| 990 | December 2024 | $55,658,686 | $51,408,625 | $207,154,578 | XML |
| 990 | December 2023 | $51,036,034 | $47,724,267 | $204,571,385 | XML |
| 990 | December 2022 | $44,731,107 | $40,981,488 | $194,181,150 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 56-1152263).
Questions about ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC
- What is the EIN of ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC is 56-1152263.
- Is ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY 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 ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2025 names ANDREW APPLEGATE.
- Who are the officers and directors of ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2025 lists 30 people; 9 received compensation from the organization, the highest $411,539 (ANDREW APPLEGATE, CEO).
- How much revenue does ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $58,950,328, expenses of $53,683,244 and total assets of $214,405,681 at year end.
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