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TWIN Lakes

Public charity
DBA: % JAMES BOWERSOX
Other · MONTGOMERY, OH · EIN 31-1708926

About

Vision: we work for the day when everyone involved in senior living finds fulfillment through: (a) life with meaning and purpose; (b) enriching opportunities and experiences; (c) communities fostering relationship and perpetuating legacy. Mission: we provide exceptional everyday experiences in a christian community by: (a) creating associate experiences that support, engage and empower delivering resident and customer experiences that exceed expectations; (b) setting and surpassing standards for quality and safety; (c) growing consistently in service and value; (d) producing expanded resources to extend our impact. Values: we are an extended family of multiple generations, bound together with: (a) respect: honoring the dignity of ALL people; (b) innovation: igniting entrepreneurial initiative and creative solutions; (c) spirituality: pursuing our purpose consistent with christian principles; (d) excellence: striving for extraordinary effectiveness and efficiency.

In care of James Bowersox

Donations are tax-deductible
Category
Other
Employees
0
Volunteers
115

Financial Snapshot

FY ending 2022-12-31
Revenue
$35.5M
Expenses
$31.8M
Assets
$228.5M
Liabilities
$217.9M

501(h) election

This 501(c)(3) has NOT elected 501(h) — lobbying is permitted but limited under the vaguer "no substantial part of activities" test.

Political & Grant Activity

Campaign Spending
Lobbying
$1K
Grants Given
$145K
TWIN LAKES
Your actions

Address

9840 Montgomery RD
Montgomery, OH, 45242-641

Governance

Voting board members10
Independent members7
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planYes
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %90.1%
Permanent endowment %9.8%
Endowment held by related orgYes
Public records
ProPublica Nonprofit Explorer
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IRS Tax Exempt Organization Search
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