Central Georgia Senior Health Inc, operating under the name Carlyle Place, is located in Macon, GA. The organization was established in 1998. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 12/2022, Carlyle Place employed 306 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carlyle Place is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Carlyle Place generated $20.9m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.8% each year. All expenses for the organization totaled $20.2m during the year ending 12/2022. While expenses have increased by 2.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
LIFE PLAN COMMUNITY OFFERING A FULFILLING INDEPENDENT LIFESTYLE EXPERIENCE IN A RESIDENTIAL SETTING WHILE PROVIDING COMPREHENSIVE HEALTH CARE SERVICES AND AMENITIES TO INCLUDE ASSISTED LIVING, MEMORY CARE, AND SKILLED NURSING, ALL HOUSED ON THE SAME CAMPUS AS WELL AS AN AT HOME PROGRAM THAT ALLOWS RESIDENTS TO RECEIVE COMPARABLE CARE AND REMAIN IN THEIR HOMES AS THEY AGE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CARLYLE PLACE (CP) IS A LIFE PLAN COMMUNITY (FORMERLY CCRC) OFFERING A FULFILLING LIFESTYLE EXPERIENCE IN BOTH RESIDENTIAL AND "AT HOME" SETTINGS, EMPHASIZING HEALTHY, ACTIVE LIFESTYLES FROM RETIREMENT UNTIL THE END OF LIFE. THERE ARE FOUR LIFESTYLE OPTIONS OFFERED ON CAMPUS BY CP: INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT AND SKILLED NURSING. RESIDENTS ARE ASSURED OF HAVING THEIR NEEDS MET - FROM RETIREMENT THROUGH THEIR END-OF-LIFE EXPERIENCE, ALL ON ONE CAMPUS AND WITH NO NEED TO RELOCATE OUTSIDE THE COMMUNITY. COUPLES WHO HAVE VARYING DEGREES OF HEALTH NEEDS MAY RECEIVE AS LITTLE OR AS MUCH ASSISTANCE AS NEEDED AND REMAIN IN CLOSE PROXIMITY TO EACH OTHER. CARLYLE PLACE IS COMMITTED TO PROVIDING A QUALITY LIFE EXPERIENCE IN THE BEST ENVIRONMENT POSSIBLE, DEPENDING UPON NEED. ON SITE SECURITY AND A TWENTY-FOUR-HOUR EMERGENCY CALL SYSTEM PROVIDE RESIDENTS PEACE OF MIND AS HELP IS MERELY A PULL-CORD AWAY. WE ALSO OFFER A MEMBERSHIP OPTION WITH CARLYLE PLACE AT HOME DESIGNED FOR SENIORS WHO WANT TO PREPARE FOR THE LONG TERM YET REMAIN IN THE COMFORT OF THEIR OWN HOMES. INDEPENDENT LIVING - RESIDENTS MUST BE AT LEAST 62 YEARS OF AGE (FOR COUPLES, AT LEAST ONE RESIDENT MUST BE 62 AND THE OTHER MUST BE AT LEAST 55). INDEPENDENT LIVING CHOICES INCLUDE GARDEN HOMES OR VARIOUS SIZED APARTMENTS, WITH ACCESS TO ALL AMENITIES INCLUDING NUTRITIONAL MEAL PLANS, SCHEDULED TRANSPORTATION, FITNESS PROGRAMS AND THE WELLNESS CLINIC, WHERE AN RN SEES RESIDENTS FOR ASSESSMENT AS NEEDED. THE RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE A HUGE VARIETY OF ACTIVITY AND ENTERTAINMENT OPTIONS, WITH EMPHASIS ON AN ACTIVE, EDUCATIONAL AND ENJOYABLE LIFESTYLE. NUMBER OF UNITS: 225ASSISTED LIVING - ASSISTED LIVING IN STAFFORD SUITES IS AVAILABLE WITH A WIDE VARIETY OF OPTIONS FOR SERVICES DEPENDING UPON NEED - CNAS AND LPNS HELP RESIDENTS WITH MAINTAINING A QUALITY OF LIFE AS CLOSE TO INDEPENDENT LIVING AS POSSIBLE, MONITORING MEDICATIONS, ASSISTING WITH PHYSICAL NEEDS TO INCLUDE BATHING AND DRESSING, AND PROVIDING HEALTH MONITORING. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE A DIVERSITY OF ACTIVITY AND ENTERTAINMENT OPTIONS, ADAPTED AS NEEDED TO RESIDENT'S LIMITATIONS. NUMBER OF UNITS: 29SKILLED NURSING - HARRINGTON HOUSE IS CP'S SKILLED NURSING FACILITY WHERE RESIDENTS MAY GO TO RECUPERATE FROM SURGERY, A LIFE-THREATENING EVENT OR ILLNESS, OR AS THEIR HEALTH DETERIORATES, TO RECEIVE TOP QUALITY CARE AS THEY NEAR THE END OF THEIR LIVES. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE CHOICES OF ACTIVITY AND ENTERTAINMENT OPTIONS, TAILORED AS NEEDED TO RESIDENT'S LIMITATIONS. NUMBER OF UNITS: 40MEMORY CARE - CAMBRIDGE COURT, THE MEMORY CARE UNIT OF CARLYLE PLACE, ASSISTS RESIDENTS WHO ARE EXPERIENCING AGE-RELATED DEMENTIA, ALZHEIMER'S, OR OTHER HEALTH ISSUES THAT IMPACT THEIR MEMORIES AND ABILITIES, ENSURING THEIR HEALTH AND SAFETY. REHABILITATION SERVICES TO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE AS NEEDED. OUR RESIDENT CENTERED APPROACH ENSURES THAT RESIDENTS HAVE CHOICES OF ACTIVITY AND ENTERTAINMENT OPTIONS, MODIFIED AS NEEDED TO RESIDENT'S ABILITIES. NUMBER OF UNITS: 26CARLYLE PLACE AT HOME - CARLYLE PLACE AT HOME IS A PLAN SPECIFICALLY DESIGNED FOR SENIORS WHO WANT TO PREPARE FOR THE LONG-TERM YET REMAIN IN THE COMFORT OF THEIR OWN HOMES. GENERAL: APPROXIMATELY, 3,050 HOURS WERE EXPENDED IN SOCIAL ACCOUNTABILITY PROJECTS AND EVENTS. THE IMPACT OF NON-QUANTIFIABLE CONTRIBUTIONS CARLYLE PLACE HAS ON THE GREATER MIDDLE GEORGIA AREA CAN BE SUBDIVIDED INTO THE FOLLOWING EIGHT AREAS: ADVOCACY, COMMUNITY INVOLVEMENT, CONDUIT FOR USING DONATIONS, ECONOMIC IMPACT, GOOD NEIGHBORS, RESPONDING TO NEEDS, SOCIAL IMPACT AND VOLUNTEER ACTIVITIES. THE FOLLOWING NARRATIVE DESCRIBES THE PROGRAMS AND VOLUNTEERISM OF OUR RESIDENTS AND STAFF MEMBERS CONTRIBUTING TO THESE AREAS.ADVOCACY: CARLYLE PLACE OFFERS VOLUNTEER HOURS TO THE ALZHEIMER'S ASSOCIATION. COMMUNITY INVOLVEMENT: CARLYLE PLACE EMPLOYEES ARE ACTIVE MEMBERS OF OTHER COMMUNITY BOARDS AND COMMITTEES, OFFERING SERVICE TO THE SURROUNDING COMMUNITY. SOME EXAMPLES OF THESE CIVIC AGENCIES INCLUDE: LEADING AGE, GEORGIA COLLEGE & STATE UNIVERSITY MUSIC THERAPY DEPARTMENT, MERCER UNIVERSITY AND ROTARY CLUB OF NORTH MACON.CONDUIT FOR USING DONATIONS: CARLYLE PLACE OFFERS OPPORTUNITIES FOR THE RESIDENTS, STAFF AND MEMBERS OF THE COMMUNITY TO PARTICIPATE IN QUARTERLY PROJECTS. EACH OF THE PROJECTS HAS A LIST OF ITEMS FOR DONATION TO THE FOLLOWING AGENCIES: DAYBREAK, FAMILY ADVANCEMENT MINISTRIES, MACON RESCUE MISSION, LOAVES & FISHES, MACON'S WARMING CENTER AND SONNY CARTER ELEMENTARY. THROUGH NUMEROUS RECRUITMENT OPPORTUNITIES AND SOCIAL MEDIA, THE COMMUNITY IS INVITED TO PARTICIPATE IN OUR PROJECTS. IN ADDITION, FUNDRAISERS ARE HELD THROUGH SPECIAL EVENTS TO RAISE MONEY FOR THE ALZHEIMER'S ASSOCIATION. SEVERAL YEARS AGO, A RESIDENT ASSISTANCE FUND WAS ESTABLISHED TO RECEIVE MEMORIAL AND HONORARIUM DONATIONS ON BEHALF OF OUR RESIDENTS. THE FUND HAS GROWN TO THE POINT THAT WE WERE ABLE TO PROVIDE ONGOING FINANCIAL ASSISTANCE TO SOME OF OUR RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES.ECONOMIC IMPACT: CARLYLE PLACE, BEING A LIFE PLAN COMMUNITY, ATTRACTS SENIORS FROM ALL OVER THE COUNTRY TO RELOCATE TO THE MIDDLE GEORGIA AREA. THE RESIDENTS PURCHASE LOCALLY AND UTILIZE THE HEALTHCARE SERVICES AVAILABLE TO CENTRAL GEORGIA. OFFERING A CONTINUING SERVICE TO THE AGING POPULATION ADDRESSES THE NEEDS OF SENIORS THROUGHOUT THE REMAINING YEARS OF LIFE. THE COMMUNITY ENCOURAGES LOCAL PURCHASING AND INVESTING IN ENTERTAINMENT BY OFFERING TRANSPORTATION TO COMMUNITY EVENTS, RETAIL FACILITIES, AND HEALTHCARE AGENCIES.GOOD NEIGHBORS: CARLYLE PLACE MANAGEMENT ENCOURAGES RESIDENTS TO RECYCLE VARIOUS ITEMS BY OFFERING PICKUP SERVICES AT EACH RESIDENT'S HOME ON A WEEKLY BASIS. THE RESIDENTS HAVE ORGANIZED A RECYCLING SERVICE WHICH PICKS UP RECYCLED ITEMS DOOR TO DOOR AND PLACES THEM IN THE SINGLE STREAM RECYCLING CONTAINER ACQUIRED THROUGH ADVANCED DISPOSAL. IN ADDITION, RESIDENTS PARTICIPATE IN ANNUAL CALL FOR LARGER RECYCLABLES (ELECTRONICS, TVS, CELL PHONES, ETC.) WHICH ARE COLLECTED AND DISTRIBUTED TO BUSINESSES AND ORGANIZATIONS TO BE DISPOSED OF PROPERLY. DONATIONS CAN BE MADE BY RESIDENTS TO THE LOCAL GOODWILL INDUSTRIES THROUGH OUR FACILITY SERVICES DEPARTMENT; THIS ENCOURAGES THE RECYCLING OF HOUSEHOLD GOODS RATHER THAN THE ITEMS ENDING UP IN THE LANDFILL. DURING THE REFURBISHMENT PROCESS, ITEMS IN WORKING CONDITION ARE SALVAGED FROM SOME OF THE RESIDENCES AND DONATED TO LOCAL HOUSING SERVICE PROVIDERS SUCH AS MACON RESCUE MISSION. INTERGENERATIONAL ENGAGEMENT OPPORTUNITIES WERE OFFERED TO STUDENTS OF THE FOLLOWING LOCAL SCHOOLS AND AGENCIES: FIRST PRESBYTERIAN DAY SCHOOL, NORTH MACON PRESBYTERIAN DAY SCHOOL, NORTHWAY CHURCH PRESCHOOL, SONNY CARTER, STRATFORD ACADEMY, MERCER UNIVERSITY, AND GEORGIA COLLEGE & STATE UNIVERSITY. RESPONDING TO NEEDS: THE MIDDLE GEORGIA AREA HAS A SIGNIFICANT NUMBER OF INDIVIDUALS WHO ARE HOMELESS. IN RESPONSE TO THE NEEDS OF THE HOMELESS POPULATION, THE RESIDENTS GATHERED SUPPLIES TO BE SENT TO DAYBREAK AND MACON'S WARMING CENTER.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Myrtle Habersham Chair (to 12/31/22) | OfficerTrustee | 1 | $0 |
Vivia Fowler Board Member (to 6/30/22) | Trustee | 1 | $0 |
Angie Gheesling Board Member | Trustee | 1 | $0 |
Danyelle George Vice Chair | OfficerTrustee | 1 | $0 |
Henry Koplin Board Member | Trustee | 1 | $0 |
Sandra Matson Board Member (to 12/31/22) | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Next Generation Services Ngs Construction Contractor Services | 12/30/22 | $1,613,402 |
Sodexo Inc Facilities Management Services | 12/30/22 | $2,044,919 |
Love & Company Construction Contractor Services | 12/30/22 | $529,542 |
Assist Healthcare Services Inc Healthcare Services | 12/30/22 | $1,178,861 |
Cutting Edge Landscaping Llc Yard Maintenance Services | 12/30/22 | $488,232 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $16,791,862 |
Investment income | $1,637,193 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $12,800 |
Net Gain/Loss on Asset Sales | $2,442,086 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $20,883,941 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $850 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $6,905,666 |
Pension plan accruals and contributions | $175,450 |
Other employee benefits | $1,351,982 |
Payroll taxes | $525,949 |
Fees for services: Management | $369,033 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $696 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $208,636 |
Fees for services: Other | $2,803,908 |
Advertising and promotion | $483,533 |
Office expenses | $36,254 |
Information technology | $36,655 |
Royalties | $0 |
Occupancy | $1,921,722 |
Travel | $83,060 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $158,089 |
Interest | $1,025,091 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $2,537,725 |
Insurance | $12,153 |
All other expenses | $0 |
Total functional expenses | $20,239,172 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $2,494,229 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $644,617 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $32,609 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $33,127,656 |
Investments—publicly traded securities | $80,725,959 |
Investments—other securities | $4,268,119 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $121,293,189 |
Accounts payable and accrued expenses | $4,898,911 |
Grants payable | $0 |
Deferred revenue | $38,107,074 |
Tax-exempt bond liabilities | $32,110,299 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $75,116,284 |
Net assets without donor restrictions | $46,176,905 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $121,293,189 |