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North Carolina · Nonprofit

THE GIVENS ESTATES INC

THE GIVENS ESTATES INC (North Carolina) receives grants from 18 organizations whose IRS filings report $8,057,894 to it, the largest being DOGWOOD HEALTH TRUST ($4,613,650). 11 of them have funded it in more than one year.

Revenue FY2024
$103M
Funders on record
18
Grants received
$8.1M
Net assets
$123M
11/18 repeat funderspeak grant-dependency 6%
01What it does

What The Givens Estates Inc does

Mission

Improving lives through communities, services, and outreach core values our core values are commitment, caring, courage and collaboration.

As stated on its FY2024 Form 990.

Program

  1. 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.

    $73,156,369 spentof which $1,435,152 as grants$82,693,125 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $73,156,369.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($53M) Expenses 100 ($47M) Net assets 100 ($28M)2018 Revenue 110 ($58M) Expenses 107 ($50M) Net assets 117 ($33M)2019 Revenue 117 ($62M) Expenses 117 ($54M) Net assets 158 ($45M)2020 Revenue 123 ($65M) Expenses 115 ($54M) Net assets 211 ($60M)2021 Revenue 138 ($73M) Expenses 119 ($55M) Net assets 279 ($79M)2022 Revenue 136 ($71M) Expenses 125 ($58M) Net assets 296 ($84M)2023 Revenue 152 ($80M) Expenses 148 ($69M) Net assets 359 ($102M)2024 Revenue 197 ($103M) Expenses 178 ($83M) Net assets 436 ($123M)
'17'18'19'20'21'22'23'24
Revenue (197)Expenses (178)Net assets (436)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $263M to $338M (+29%).

$214M
$224M
$242M
$263M
$338M
$353M
$384M
$416M
'17'18'19'20'21'22'23'24
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

3% of THE GIVENS ESTATES INC’s revenue is contributions — about as donation-reliant as the typical peer (17% for the typical peer).

This organization
Typical peer · 264 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.

$6.0M
’17
$8.5M
’18
$7.2M
’19
$11M
’20
$17M
’21
$13M
’22
$11M
’23
$21M
’24
6.8
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

2017201820192020202120222024
Listed48454844424043
Joined·+6+26+18+30+2·
No longer listed·92322324·
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 10 funders, grant income rose $272k → $485k.

8 of 18 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 4% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of THE GIVENS ESTATES INC’s funders (the co-funder graph). Top 17 of 18 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

THE GIVENS ESTATES INC leans on a few funders — its largest provides 57% of grant income and the top three 95%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

57%
largest funder
95%
top three
~2
effective funders

Largest funder’s share by year: 2017 96% · 2018 91% · 2019 100% · 2020 100% · 2021 56% · 2022 86% · 2023 43% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

40% of THE GIVENS ESTATES INC's funders are still giving 3 years after their first grant; 61% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

63% of THE GIVENS ESTATES INC's grant income comes from North Carolina funders.

NY
CA
MO
NC
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
North Carolina out of state home

Funder states come from each funder’s own filing. $286k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

THE GIVENS ESTATES INC runs a healthier operating margin than three-quarters of the 248 human services nonprofits its size.

Operating margin20% · top quartile
Months of reserve6.8mo · top quartile
Revenue growth (annualized)10% · above the median

this organization peer median middle 50% of peers· 248 human services nonprofits over $100M, FY2024

Organizations like THE GIVENS ESTATES INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In North Carolina

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

89% of spending goes to programs.

Program 89%Management 11%Fundraising 0%

Governance

28
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 8 related entities

  • Lifeministries Outreach LLC · disregarded
  • Givens Highland Farms LLC · disregarded
  • Givens Gerber Park II LLC · disregarded
  • Givens Choice · disregarded
  • Gerber Park of Asheville LLC · disregarded

Screen this organization

A dated, signed PDF of the compliance screen for THE GIVENS ESTATES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds THE GIVENS ESTATES INC?
THE GIVENS ESTATES INC (North Carolina) receives grants from 18 organizations whose IRS filings report $8,057,894 to it, the largest being DOGWOOD HEALTH TRUST ($4,613,650). 11 of them have funded it in more than one year.
How many funders does THE GIVENS ESTATES INC have?
IRS filings report 18 organizations giving $8,057,894 in grants to THE GIVENS ESTATES INC, 11 of which have funded it in more than one year.
Who is the largest funder of THE GIVENS ESTATES INC?
DOGWOOD HEALTH TRUST is the largest funder on record, with $4,613,650 in grants. The full list of funders is on this page.
How can an organization like THE GIVENS ESTATES INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 18 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing