Nonprofit · EIN 56-1270984
LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA
Tax-exempt · BURLINGTON, NC 27215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $51,404,978 | $51,860,873 | -$455,895 | $295,899,414 | $225,957,842 | $69,941,572 |
| September 30, 2024 | 990 (amended) | $51,936,950 | $46,261,685 | $5,675,265 | $254,332,180 | $184,332,172 | $70,000,008 |
| September 30, 2023 | 990 | $46,915,283 | $44,065,773 | $2,849,510 | $212,350,553 | $146,401,952 | $65,948,601 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,200,620
- Program service revenue
- $47,762,627
- Investment income
- $2,403,026
- Net rental income
- $38,705
- Net gain from sales of assets
- $236,700
- Other revenue
- $38,705
Expenses
- Grants and similar amounts paid
- $1,892,053
- Compensation of officers, directors and key employees
- $912,241
- Other salaries and wages
- $18,074,746
- Salaries, compensation and benefits (total)
- $23,108,507
- Professional fundraising fees
- $0
- Legal fees
- $95,833
- Accounting fees
- $83,468
- Occupancy
- $2,102,215
- Travel
- $42,909
- Depreciation
- $10,871,381
- Program services (functional)
- $47,585,576
- Management and general (functional)
- $4,186,517
- Fundraising (functional)
- $88,780
Balance sheet and other
- Total assets, start of year
- $254,332,180
- Total assets, end of year
- $295,899,414
- Total liabilities, end of year
- $225,957,842
- Net assets, end of year
- $69,941,572
- Land, buildings and equipment
- $196,764,235
- Publicly traded securities
- $22,417,603
- Net assets without donor restrictions
- $63,638,050
- Net assets with donor restrictions
- $6,303,522
- Gross receipts
- $62,372,495
- Employees
- 666
- Volunteers
- 153
- Year formed
- 1980
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAMELA S FOX | PRESIDENT/CEO Officer | 40 | $314,702 | $48,663 |
| BRENT CONKLIN | CFO Officer | 40 | $192,424 | $28,497 |
| LAUREN COOK | HC ADMINISTRATOR Highest-paid employee | 40 | $131,103 | $25,808 |
| ANGELA WYNNE | DIRECTOR OF NURSING (CC) Highest-paid employee | 40 | $126,977 | $16,557 |
| AMY FRANKLIN | DIRECTOR OF NURSING (MS) Highest-paid employee | 40 | $109,621 | $27,769 |
| KIMBERLY THOMAS | HRO Officer | 40 | $116,532 | $19,188 |
| LAURA MCDANIEL | DIRECTOR OF RESIDENT & COM Highest-paid employee | 40 | $113,888 | $17,538 |
| TARA PATTON | MC ADMINISTRATOR Highest-paid employee | 40 | $105,347 | $15,959 |
| MATRICE D MEBANE-WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEANDRA NICHELLE RATLIFF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOUGLAS A BROOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JILL M GERRINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL CORUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VERNETTA BRIDGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CONNIE POOVEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY HUNT | BOARD MEMBER Trustee or director | 1 | $0 |
| ELLEN GREESON | BOARD MEMBER Trustee or director | 1 | $0 |
| REED LAPLANTE | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MENZ | BOARD MEMBER Trustee or director | 1 | $0 |
| GARRY VOGELPOHL | BOARD MEMBER Trustee or director | 1 | $0 |
| K ALEXIS MOORE | BOARD MEMBER Trustee or director | 1 | $0 |
| MATTHEW SWAIM | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL BARNES | BOARD MEMBER Trustee or director | 1 | $0 |
| ALISON UPTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOY ISLEY | SECRETARY Trustee or director, Officer | 2 | $0 |
| DANNY CRAIG VAN FLEET | TREASURER Trustee or director, Officer | 2 | $0 |
| PAMELA DUFFY | BOARD MEMBER Trustee or director | 1 | $0 |
| JACKIE S COLE | BOARD CHAIR Trustee or director, Officer | 2 | $0 |
| RUTH KOESTER | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAMELA S FOX | PRESIDENT/CEO Officer | 40 | $295,403 | $54,208 |
| BRENT CONKLIN | CFO Officer | 40 | $181,443 | $26,356 |
| LAUREN COOK | HC ADMINISTRATOR Highest-paid employee | 40 | $123,294 | $24,007 |
| AMY FRANKLIN | DIRECTOR OF NURSING (MS) Highest-paid employee | 40 | $118,507 | $24,228 |
| LAURA MCDANIEL | DIRECTOR OF RESIDENT & COM Highest-paid employee | 40 | $112,913 | $15,911 |
| KIMBERLY THOMAS | HRO Officer | 40 | $108,956 | $15,906 |
| SVIATLANA BARBER | WEEKEND SUPERVISOR RN Highest-paid employee | 40 | $102,635 | $14,351 |
| TARA PATTON | MC ADMINISTRATOR Highest-paid employee | 40 | $101,057 | $14,772 |
| MATRICE D MEBANE-WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEANDRA NICHELLE RATLIFF | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOUGLAS A BROOK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JILL M GERRINGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL CORUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VERNETTA BRIDGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| T BRUCE MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHERRY HUNT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SAMUEL SINK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REED LAPLANTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MENZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELANIE THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| K ALEXIS MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JERRY R TOLLEY JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID KOESTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALISON UPTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOY ISLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DANNY CRAIG VAN FLEET | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY E FORIEST | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JACKIE S COLE | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended September 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAMELA S FOX | PRESIDENT/CEO Officer | 40 | $640,128 | $51,586 |
| BRENT CONKLIN | CFO Officer | 40 | $188,619 | $23,489 |
| LAUREN COOK | HC ADMINISTRATOR Highest-paid employee | 40 | $131,417 | $30,468 |
| KIMBERLY THOMAS | HRO Officer | 40 | $120,422 | $13,992 |
| LAURA MCDANIEL | DIRECTOR OF RESIDENT & COMMUNITY RESOURCES Highest-paid employee | 40 | $114,871 | $13,890 |
| ANTHONY ELLIS | FOOD SERVICES DIRECTOR THRU 6.9.23 Highest-paid employee | 40 | $104,772 | $21,679 |
| SVIATLANA BARBER | DIRECTOR OF NURSING/NURSING WEEKEND SUPERVISOR Highest-paid employee | 40 | $107,978 | $13,098 |
| JACKIE S COLE | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ANTHONY E FORIEST | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DANNY CRAIG VAN FLEET | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOY ISLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ALISON UPTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID KOESTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID COOPER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FRANKLIN RHUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JERRY R TOLLEY JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| K ALEXIS MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELANIE THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL CORUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MENZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| REED LAPLANTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SAMUEL SINK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHERRY HUNT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| T BRUCE MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VERNETTA BRIDGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3701 WADE COBLE DR, BURLINGTON, NC 27215-9743
- Principal officer (990 for 2024)
- PAMELA S FOX, 3701 WADE COBLE DR, BURLINGTON, NC 27215
- Signed the 990
- PAMELA S FOX, PRESIDENT
- Phone
- (336) 538-1500
- Website
- WWW.TWINLAKESCOMM.ORG
- Return prepared by
- GILLIAM BELL MOSER LLP
Mission
AS A NON-PROFIT BUILT ON CHRISTIAN VALUES, WE CELEBRATE THE PROGRESSION OF LIFE AND DIGNITY OF THE INDIVIDUAL BY EMPOWERING ALL MEMBERS OF OUR COMMUNITY TO LIVE, WORK AND SERVE TO THEIR FULLEST POTENTIAL.
Program accomplishments
- OPERATION OF CONTINUING CARE RETIREMENT COMMUNITY CONSISTING OF 104 NURSING CARE BEDS, 36 ASSISTED LIVING UNITS, 434 APARTMENTS, VILLAS AND GARDEN HOMES, AND 32 MEMORY CARE ASSISTED LIVING BEDS. THE NURSING FACILITY PROVIDES SERVICES TO RESIDENTS THROUGH BOTH MEDICARE AND MEDICAID. THE FACILITY ALSO PROVIDES REHABILITATIVE SERVICES INCLUDING PHYSICAL THERAPY, SPEECH THERAPY AND OCCUPATIONAL THERAPY. THIS CONTINUING CARE RETIREMENT COMMUNITY ALSO PROVIDES ADULT DAY CARE AND HOME CARE SERVICES. PARKINSON'S SUPPORT AND CAREGIVER'S SUPPORT IS AVAILABLE ALONG WITH SERVICES FOR OLDER ADULTS WITH DEVELOPMENTALLY DISABLED ADULT CHILDREN.Expenses $47,585,576 · grants $1,892,053 · revenue $49,928,953
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 56-1270984
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1981
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $295,899,414
- Income (IRS master file)
- $62,372,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $51,404,978 | $51,860,873 | $295,899,414 | XML |
| 990 | September 2024 | $51,936,950 | $46,261,685 | $254,332,180 | IRS |
| 990 | September 2023 | $46,915,283 | $44,065,773 | $212,350,553 | XML |
| 990 | September 2022 | $40,219,787 | $40,946,806 | $194,352,583 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 56-1270984).
Questions about LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA
- What is the EIN of LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA?
- The employer identification number (EIN) of LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA is 56-1270984.
- Is LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA 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 LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA?
- The 990 for the year ended September 30, 2025 names PAMELA S FOX.
- Who are the officers and directors of LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA?
- The 990 for the year ended September 30, 2025 lists 29 people; 8 received compensation from the organization, the highest $314,702 (PAMELA S FOX, PRESIDENT/CEO).
- How much revenue does LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY NORTH CAROLINA have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $51,404,978, expenses of $51,860,873 and total assets of $295,899,414 at year end.
Other nonprofits in BURLINGTON
- BURLINGTON DEVELOPMENT CORPORATION EIN 56-1878125 · last filed 990 for 2025
- HABITAT FOR HUMANITY INTERNATIONAL INC EIN 56-1597641 · last filed 990 for 2025
- BURLINGTON HOMES INC EIN 46-2518059 · last filed 990 for 2025
- FIRST BAPTIST APPLE STREET HOUSING FOUNDATION EIN 56-1389444 · last filed 990 for 2025
- CURRY HAYES HOMES INC EIN 46-0476869 · last filed 990 for 2024
- BURLINGTON COMMUNITY LAND TRUST EIN 88-3537098 · last filed 990-EZ for 2025
- FRESH START ALAMANCE INC EIN 83-0736704 · last filed 990-N for 2024
- EXCEL COMMUNITY ASSOCIATION OF ALAMANCE INC EIN 81-1654893 · last filed 990-N for 2025
All nonprofits in BURLINGTON · North Carolina · Housing and shelter