2024-08-14T16:24:53-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 454956541 CAROLINA SENIOR LIVING CARO 3367463590 900A EAST CENTER STREET LEXINGTON NC 27292 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 3367463590 2024-08-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-08-13 2022 2024-08-08 14:25:15Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 227487 0 X WWW.EVERYAGE.ORG X 2012 NC TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. 9 9 0 9 0 0 111286 106372 95353 117319 -7180 -3442 4369 3732 203828 223981 0 0 0 0 0 0 0 0 0 341963 387768 341963 387768 -138135 -163787 3712833 3595398 28770 75122 3684063 3520276 TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING. 0 0 355803 121051 THE ORGANIZATION OWNS AND OPERATES A 30-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN LEXINGTON, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. 355803 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TAMMY JONES 8284658007 100 LEONARD AVENUE NEWTON NC 28658 KATHY H WOOD-ZEALY PHD DIRECTOR 0.25 0.75 X 0 0 0 KELSEY MCCLEAVE DIRECTOR 0.25 0.75 X 0 0 0 LINDA SHAW DIRECTOR 0.25 0.75 X 0 0 0 JESSE CLANTON DIRECTOR 0.25 0.75 X 0 0 0 BETH ROBERTS DIRECTOR 0.25 0.75 X 0 0 0 MARY WORSLEY DIRECTOR 0.25 0.75 X 0 0 0 VICTOR TAYLOR DIRECTOR 0.25 0.75 X 0 0 0 MICHELLE POOLER DIRECTOR 0.25 0.75 X 0 0 0 TERESA COOPER DIRECTOR 0.25 0.75 X 0 0 0 CORY TOBIN CHAIR 0.25 0.75 X X 0 0 0 LEE SYRIA PRESIDENT/CEO 0.25 39.75 X 0 434680 44881 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0.25 39.75 X 0 141128 15713 JOHN WHITE CFO (ENDED 11/2022) 0.25 39.75 X 0 244552 36281 TAMMY JONES CFO (STARTED 2/2023) 0.25 39.75 X 0 0 0 0 820360 96875 0 0 1 0 0 103372 3000 106372 RENTAL REVENUE 531110 117319 117319 117319 64 64 3506 -3506 -3506 -3506 LAUNDRY AND VENDING RE 812300 3732 3732 3732 223981 121051 0 -3442 24030 24030 7556 6386 1170 29 29 12030 5265 6765 113199 113199 2524 2524 1292 1292 117909 117909 12428 12428 PAYROLL REIMBURSEMENT 82195 82195 EMPLOYEE BENEFITS REIMB 11909 11909 MISCELLANEOUS EXPENSES 1648 1648 DUES 1019 1019 387768 355803 31965 0 6158 7377 597137 597279 2285 4611 1928 2371 4018676 1050278 3067535 2968398 37790 15362 3712833 3595398 19241 63043 0 49 9529 12030 28770 75122 X 3684063 3520276 3684063 3520276 3712833 3595398 -163787 0 X 0 1 X 0 1 1 X 103433 104228 117093 111286 106372 542412 122614 117633 115280 99722 121051 576300 226047 221861 232373 211008 227423 1118712 0 0 0 1118712 4722 10292 2058 115 64 17251 4722 10292 2058 115 64 17251 230769 232153 234431 211123 227487 1135963 0.98480 0.98420 0.01520 0.01580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 221122 221122 3451651 817628 2634023 157161 142994 14167 188742 89656 99086 2968398 TENANT SECURITY DEPOSITS 12030 12030 X 227487 0 227487 -3506 -3506 223981 391274 3506 3506 387768 0 387768 PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE CORPORATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. IT IS THE CORPORATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE FISCAL YEAR 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL -3,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 3,506. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT/CEO 0 434680 0 0 0 0 0 41000 0 3881 0 479561 0 0 JOHN WHITE CFO (ENDED 11/2022) 0 244552 0 0 0 0 0 22882 0 13399 0 280833 0 0 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0 141128 0 0 0 0 0 15200 0 513 0 156841 0 0 PART I, LINE 3 CEMO WAGE SURVEY IS CONDUCTED BY EVERYAGE, AND THEIR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN DOES AN ANNUAL REVIEW OF THE CEO AND SENIOR LEADERSHIP SALARIES WHICH IS REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO EVERYAGE, A RELATED PUBLIC CHARITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO AND THE CFO FOR EVERYAGE BEFORE FILING. THE RETURN WILL BE SHARED WITH BOARD MEMBERS BY POSTING THE FORMS ON THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO EVALUATE COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 CEMO WAGE SURVEY IS CONDUCTED AND EVERYAGE'S INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN, DOES AN ANNUAL REVIEW OF THE CEO AND SENIOR LEADERSHIP SALARIES WHICH IS REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. EVERYAGE 100 LEONARD AVENUE NEWTON NC 28658 566056582 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 0 ALBEMARLE OLDER ADULT HOUSING INC 411 SOUTH 4TH STREET ALBEMARLE NC 28001 800030872 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 STATESVILLE ELDERLY HOUSING INC 700 WILS WAY STATESVILLE NC 28677 562192096 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 EVERYAGE FOUNDATION 100 LEONARD AVENUE NEWTON NC 28658 562243082 FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE NC 501(C)(3) LINE 12A, I EVERYAGE 0 EA HOLDING 100 LEONARD AVENUE NEWTON NC 28658 871707614 SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE NC 501(C)(3) LINE 12B, II EVERYAGE 0 LAKE PRINCE CENTER 100 LEONARD AVENUE NEWTON NC 28658 562151716 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 EVERYAGE 0 ELDERHAUS 1380 NORTH COLLEGE ROAD WILMINGTON NC 28405 581449301 PROGRAM OF DAY CARE AND HEALTH SERVICES FOR THE ELDERLY NC 501(C)(3) LINE 7 CAROLINA SENIORCARE 0 CAROLINA SENIORCARE 100 LEONARD AVENUE NEWTON NC 28658 274450562 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY NC 501(C)(3) LINE 3 EVERYAGE 0 NEW BERN OLDER ADULT HOUSING 3800 LOFLAND WAY NEW BERN NC 28562 562133316 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0