2025-08-18T13:28:46-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 581594182 THE NORTH CAROLINA HOMES FOR THE AGING FOUNDATION INC NORT 9195718333 1821 HILLANDALE ROAD 1B-333 DURHAM NC 27705 TOM AKINS PRESIDENT & CEO 9195718333 2025-08-15 1 1 X KERRI N BOGDA CPA P00760402 7177404863 2025-08-15 2024 2025-03-06 01:10:19Z X TOM AKINS 1821 HILLANDALE ROAD 1B-333 DURHAM NC 27705 3576474 0 X WWW.LEADINGAGENC.ORG X 1984 NC ENHANCING THE UNDERSTANDING, AWARENESS AND RESOLUTION OF AGING ISSUES THROUGH EDUCATION AND RESEARCH. 10 10 0 8 0 0 35000 1300680 0 0 103274 143860 0 0 138274 1444540 0 425500 0 0 0 0 0 0 0 28007 86298 28007 511798 110267 932742 2848741 4033858 0 0 2848741 4033858 CONNECT RESOURCES TO IDEAS AND INITIATIVES THAT EXPAND THE POSSIBILITIES FOR AGING IN NORTH CAROLINA. 0 0 508357 425500 0 ALL ACTIVITIES OF THE ORGANIZATION ARE CARRIED OUT IN CONCERT WITH LEADINGAGE NORTH CAROLINA, WITH AN AIM TOWARD CONNECTING RESOURCES TO IDEAS AND INITIATIVES THAT EXPAND THE POSSIBILITIES FOR AGING IN NORTH CAROLINA. 508357 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TOM AKINS PRESIDENT & CEO 9195718333 1821 HILLANDALE ROAD STE 1B-333 DURHAM NC 27705 TIM WEBSTER PAST CHAIR 1.00 1.00 X 0 0 0 SARA FLYNN-LOY CHAIR 1.00 1.00 X X 0 0 0 ANGELA RIGSBEE SECRETARY 1.00 0.00 X X 0 0 0 BEN GILCHRIST CHAIR ELECT 1.00 0.00 X X 0 0 0 ZANE BENNET DIRECTOR 1.00 0.00 X 0 0 0 DALE MELTON TREASURER 1.00 0.00 X X 0 0 0 TOM FORD DIRECTOR 1.00 0.00 X 0 0 0 JACOB ELLIOTT DIRECTOR 1.00 0.00 X 0 0 0 ANITA HOLT EX OFFICIO 1.00 1.00 X 0 0 0 VERNON BAKER DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PARRIES DIRECTOR (UNTIL 5/24) 1.00 1.00 X 0 0 0 TOM AKINS PRESIDENT & CEO 1.00 40.00 X 0 281521 41234 0 281521 41234 0 0 1 0 0 1300680 1300680 62933 62933 2212861 2131934 80927 80927 80927 1444540 0 0 143860 X 208000 208000 217500 217500 3369 3369 72857 72857 72 72 10000 10000 511798 508357 3441 0 98636 53333 100005 119838 30000 851856 2620100 3008831 2848741 4033858 0 0 X 2737356 3072293 111385 961565 2848741 4033858 2848741 4033858 932742 252375 0 X 0 1 X 1 0 X 143100 22785 30100 35000 1300680 1531665 143100 22785 30100 35000 1300680 1531665 1531665 9005 26044 33371 103274 62933 234627 1766292 0.86720 0.66670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1693546 252375 -3369 249006 1444540 0 1444540 508429 0 508429 3369 3369 511798 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -3,369. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 3,369. 1 ARDENWOODS 2400 APPALACHIAN BLVD ARDEN NC 28704 560562308 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF ASTON PARK 380 BREVARD RD ASHEVILLE NC 28806 562153714 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF BATTERY PARK 1 BATTLE SQUARE ASHEVILLE NC 28801 310651750 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF BROOKS-HOWELL 266 MERRIMON AVE ASHEVILLE NC 28801 135565087 501(C)(3) 66000 0 HURRICANE DISASTER RELIEF GEORGE KNIGHT HOMES 138 SPRINGSIDE ROAD ASHEVILLE NC 28803 131692595 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF LAUREL WOOD APARTMENTS 650 CARIBOU RD ASHEVILLE NC 28803 131692595 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF CAROLINA VILLAGE 600 CAROLINA VILLAGE RD HENDERSONVILLE NC 28792 237179679 501(C)(3) 10000 0 HURRICANE DISASTER RELIEF GIVENS COMMUNITIES 90 FAR HORIZONS LN ASHEVILLE NC 28803 510199312 501(C)(3) 10000 0 HURRICANE DISASTER RELIEF DEERFIELD 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 560614176 501(C)(3) 10000 0 HURRICANE DISASTER RELIEF TRINITY VIEW 2533 HENDERSONVILLE RD ASHEVILLE NC 28704 560752160 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF VANDERBILT APARTMENTS 75 HAYWOOD ST ASHEVILLE NC 28801 310651750 501(C)(3) 16000 0 HURRICANE DISASTER RELIEF 11 0 HURRICANE DISASTER RELIEF 107 217500 PART I, LINE 2: THE FUNDS WERE USED TO DISTRIBUTE DISASTER RELIEF TO VICTIMS OF HURRICANE HELEN AND NO MONITORING WAS PERFORMED SUBSEQUENT TO THE DISTRIBUTION OF FUNDS. 0 0 0 0 0 0 0 0 0 TOM AKINS PRESIDENT & CEO 0 231500 0 20000 0 30021 0 16891 0 24343 0 322755 0 0 PART I, LINE 3 COMPENSATION FOR THE PRESIDENT/CEO IS SET BY A RELATED ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD IS ELECTED BY THE BOARD OF LEADINGAGE NORTH CAROLINA. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE CEO, TREASURER, AND THE BOARD CHAIR. AFTER MANAGEMENT REVIEW IS COMPLETE, A DRAFT OF THE 990 IS EMAILED TO THE GOVERNING BODY FOR THEIR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE GOVERNING BODY AND KEY STAFF ARE ASKED TO DISCLOSE POSSIBLE CONFLICTS. THE GOVERNING BODY ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS. THE POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS. THE BOARD MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 72,857. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,857. LEADINGAGE NORTH CAROLINA 1821 HILLANDALE ROAD STE 1B-333 DURHAM NC 27705 561541496 ASSOCIATION NC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0