2024-08-15T09:36:32-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 562244103 UDIST JOSEPH'S INC UDIS 9196829807 506 HOPE AVENUE DURHAM NC 27707 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 9196829807 2024-08-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-08-12 2022 2024-08-08 14:25:15Z ST JOSEPH'S PLACE APARTMENTS LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 240960 0 X WWW.EVERYAGE.ORG X 2001 NC TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN DURHAM, NORTH CAROLINA. 8 8 0 8 0 0 100763 98943 120945 138798 -3779 146 2604 3073 220533 240960 0 0 0 0 0 0 0 0 0 289167 321521 289167 321521 -68634 -80561 1472581 1410710 145869 164559 1326712 1246151 TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN DURHAM, NORTH CAROLINA. 0 0 285851 141871 THE ORGANIZATION OPERATES A 32-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN DURHAM, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. 285851 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 X ALBENARD BASS CHAIR 1.00 0.00 X X 0 0 0 MILFORD WILLIAMS JR BOARD MEMBER 1.00 0.00 X 0 0 0 CASSANDRA BROWN BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL PALMER BOARD MEMBER 1.00 0.00 X 0 0 0 EVA PERRY BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL WILLIAMS BOARD MEMBER 1.00 0.00 X 0 0 0 RONALD PATTERSON BOARD MEMBER 1.00 0.00 X 0 0 0 ANITA DANIELS BOARD MEMBER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 94704 4239 98943 RENTAL REVENUE 531110 138798 138798 138798 146 146 LAUNDRY AND VENDING RE 812300 3073 3073 3073 240960 141871 0 146 18979 18979 7634 6386 1248 29 29 20369 4926 15443 72354 72354 4421 4421 1143 1143 70151 70151 10845 10845 PAYROLL REIMBURSEMENT 84269 84269 EMPLOYEE BENEFITS REIMB 28697 28697 MISCELLANEOUS EXPENSES 2058 2058 DUES 572 572 321521 285851 35670 0 6466 3470 79860 80977 719 1371 2482 3056 2768665 1458526 1372456 1310139 10598 11697 1472581 1410710 22362 41275 938 163 122569 123121 145869 164559 X 1326712 1246151 1326712 1246151 1472581 1410710 -80561 0 X 0 1 X 0 1 1 X 107237 112740 120409 100763 98943 540092 129321 129026 125539 123549 141871 649306 236558 241766 245948 224312 240814 1189398 0 0 0 1189398 145 148 125 119 146 683 145 148 125 119 146 683 236703 241914 246073 224431 240960 1190081 0.99940 0.99950 0.00060 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 130000 130000 2421606 1245778 1175828 46384 43199 3185 170675 169549 1126 1310139 TENANT SECURITY DEPOSITS 11697 SPONSOR ADVANCES 111424 123121 X 240703 -257 -257 240960 0 240960 321264 -257 -257 321521 0 321521 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 2D - OTHER ADJUSTMENTS: MISCELLANEOUS REVENUE -257. PART XII, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS REVENUE -257. 0 0 0 0 0 0 0 0 0 PART I, LINE 3 CEMO WAGE SURVEY IS CONDUCTED BY EVERYATE, AND THEIR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN LLP, 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 FORM 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 BY EVERYATE, AND THEIR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN LLP, 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.