THE GIVENS ESTATES INC Charity Report

Public IRS 990 nonprofit record

THE GIVENS ESTATES INC

EIN 51-0199312 · Human Services (P750)

What they do

IMPROVING LIVES THROUGH COMMUNITIES, SERVICES, and OUTREACH CORE VALUES OUR CORE VALUES ARE COMMITMENT, CARING, COURAGE and COLLABORATION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders44 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

70.72%of revenue went to mission work88.6% of expenses · Program services

$79.86spent for every $100 of revenueRevenue covered expenses this year.

9.14%of revenue went to management and office costs11.4% of expenses

$5.04in assets for every $1 spent this yearSome assets cannot be spent right away.

3.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $587,235 for KEVIN SCHWAB (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$103,443,220

Mission workProgram services$73,156,36970.72% of revenue88.6% of expenses

ManagementOffice and general costs$9,453,0449.14% of revenue11.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$20,833,80720.14% of revenueShown in gray on the chart

Total expenses$82,609,41379.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.6% mission · 11.4% management · 0.0% fundraisingTotal expenses: 79.86% of revenue

2023Expense mix: 86.9% mission · 13.1% management · 0.0% fundraisingTotal expenses: 86.14% of revenue

2022Expense mix: 82.5% mission · 17.5% management · 0.0% fundraisingTotal expenses: 81.66% of revenue

2021Expense mix: 81.9% mission · 18.1% management · 0.0% fundraisingTotal expenses: 76.29% of revenue

2020Expense mix: 84.0% mission · 16.0% management · 0.0% fundraisingTotal expenses: 83.02% of revenue

2019Expense mix: 84.2% mission · 15.8% management · 0.0% fundraisingTotal expenses: 88.26% of revenue

2018Expense mix: 83.5% mission · 16.5% management · 0.0% fundraisingTotal expenses: 85.43% of revenue

2017Expense mix: 83.7% mission · 16.3% management · 0.0% fundraisingTotal expenses: 88.51% of revenue

Money in and money out

Revenue$103,443,220

Expenses$82,609,413

Annual surplus $20,833,807 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$73,156,369 · 88.6% of expenses

Management and office costs$9,453,044 · 11.4% of expenses

See all reported dollar amounts

Revenue$103,443,220

Expenses$82,609,413

Assets$416,171,400

Income$103,433,109

Contributions$3,107,362

Mission work (program services)$73,156,369

Grants given$885,879

Average grant$26,055

Management and general$9,453,044

Executive compensation (total)$1,132,335

Stocks and bonds$106,327,379

Accounting fees$2,031

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KEVIN SCHWABCEO · 40 hrs/week $587,235Base $500,175 · Other $87,060

ALLEN SQUIRESCFO · 40 hrs/week $439,361Base $406,158 · Other $33,203

SCOTT FARKASCOO · 40 hrs/week $291,425Base $240,573 · Other $50,852

KEN KRAMEREXECUTIVE DIRECTOR - GIVENS HIGHLAND FARMS · 40 hrs/week $275,100Base $218,970 · Other $56,130

NEAL LAILVP MARKETING · 40 hrs/week $211,813Base $204,733 · Other $7,080

CHRISTIAN GRUNDERVP HR · 40 hrs/week $202,993Base $168,854 · Other $34,139

DAVID KERESTESCONTROLLER · 40 hrs/week $196,671Base $162,868 · Other $33,803

BRIAN GUENGERICHVP DEVELOPMENT · 40 hrs/week $191,051Base $160,776 · Other $30,275

RICKY FOORVP IT · 40 hrs/week $190,575Base $160,365 · Other $30,210

KIRSTEN CONEEXECUTIVE DIRECTOR - GE · 40 hrs/week $186,451Base $166,327 · Other $20,124

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (44)

KEVIN SCHWABCEO

ALLEN SQUIRESCFO

SCOTT FARKASCOO

KEN KRAMEREXECUTIVE DIRECTOR - GIVENS HIGHLAND FARMS

NEAL LAILVP MARKETING

CHRISTIAN GRUNDERVP HR

DAVID KERESTESCONTROLLER

BRIAN GUENGERICHVP DEVELOPMENT

RICKY FOORVP IT

KIRSTEN CONEEXECUTIVE DIRECTOR - GE

RUSSELL MOXLEYDIRECTOR

ROBERT M MCKOWNDIRECTOR

ROBERT C ROBERTSDIRECTOR

SARAH-ANN SMITHDIRECTOR

REV W MARK RALLSDIRECTOR

REV ROBERT E SHEPHERDDIRECTOR

REV R KEITH TURMANDIRECTOR

REV MARY W BROWNDIRECTOR

REV KAREN L EASTER BAYNEDIRECTOR

REBEKAH M LOWEDIRECTOR

SUZANNE E LANDISDIRECTOR

MURPHY HORNE FLETCHERDIRECTOR

SUZANNE M SUTHERLANDDIRECTOR

LARRY B HARRISDIRECTOR

ADAM K ENNISDIRECTOR

WILLIAM MANCEDIRECTOR

DR KELLI R BROWNDIRECTOR

ALFRED J WHITESIDES JRDIRECTOR

ALISA J BROWNDIRECTOR

CHARLES PINEDIRECTOR

CHARLES L FREDERICKDIRECTOR

CONNIE B MARTINDIRECTOR

DAVID C WHILDENDIRECTOR

DONNA A BROADWELLDIRECTOR

DORIS P LOOMIS ESQDIRECTOR

KENNETH W SWAYZE JRDIRECTOR

DR MARGARET A KUHNDIRECTOR

F PATRICK MCGUIREDIRECTOR

G EDWARD TOWSON IIDIRECTOR

GERALD H MEYERDIRECTOR

HORACE S JENNINGSDIRECTOR

JOSEPH P MCGUIREDIRECTOR

JUDY L PHILLIPSDIRECTOR

KEMPER W BROWN SRDIRECTOR

About this charity

Recognized since: January 1976
Location: 2360 SWEETEN CREEK ROAD, Asheville, NC 28803
County: Buncombe
In care of: Kevin Schwab
Primary officer: Kevin Schwab, CEO

How to reach them

WebsiteVisit the charity’s website Emailgcantrell@givenscommunities.org Phone(828) 274-4800

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes