2025-08-08T12:11:13-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 581449301 ELDERHAUS INC ELDE 9103438209 1380 NORTH COLLEGE ROAD WILMINGTON NC 28405 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 9103438209 2025-08-08 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-07-22 2023 2025-03-06 01:10:19Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 15644959 0 X WWW.ELDERHAUS.COM X 1981 NC NON-PROFIT PROVIDER OF PACE SERVICES LOCATED IN WILMINGTON, NC. 16 16 120 18 24128 9526 60142 168951 12538309 15439164 126 8860 38105 27514 12636682 15644489 0 0 0 0 5379737 5217581 0 0 0 8235702 10128902 13615439 15346483 -978757 298006 1968776 1358966 4315207 3400310 -2346431 -2041344 X ELDERHAUS IS A NON-PROFIT PACE ORGANIZATION LOCATED IN WILMINGTON, NC, THAT SERVES RESIDENTS OF NEW HANOVER AND EASTERN BRUNSWICK COUNTIES. THE ORGANIZATION PROVIDES SERVICES AND CARE THAT ALLOW LOCAL SENIORS TO REMAIN INDEPENDENT IN THEIR OWN HOMES. OUR PARTICIPANTS ARE APPROVED TO PARTICIPATE IN MEDICARE AND MEDICAID. ELDERHAUS IS A MEMBER OF THE EVERYAGE FAMILY, A NEWTON, NC-BASED, NON-PROFIT MINISTRY OFFERING SENIOR HOUSING AND SERVICES. 0 0 12273825 15012977 PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) IS A COMMUNITY-BASED LONG-TERM CARE MODEL DESIGNED TO PROVIDE MEDICAL AND PSYCHOSOCIAL SERVICES TO FRAIL ELDERLY INDIVIDUALS OVER 55 YEARS OF AGE WHO ARE ELIGIBLE FOR NURSING HOME LEVEL OF CARE. 645758 429573 THE ALPER CENTER PROGRAM IS AN ADULT DAY CARE SERVICE. 12919583 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 25 0 1 120 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X TAMMY JONES 8284658007 100 LEONARD AVENUE NEWTON NC 28658 PARKER HOWELL BOARD CHAIR 0.20 6.00 X X 0 0 0 BRAD THIE VICE CHAIR 0.20 6.00 X X 0 0 0 GREG ALCORN SECRETARY 0.20 6.00 X X 0 0 0 JULIUS ABERNETHY BOARD MEMBER 0.20 1.30 X 0 0 0 LARRY BOLICK BOARD MEMBER 0.20 2.30 X 0 0 0 ANTHONY BRANCH BOARD MEMBER 0.20 1.30 X 0 0 0 SAMUEL BRODY BOARD MEMBER 0.20 0.50 X 0 0 0 TERRI FISHER BOARD MEMBER 0.20 0.70 X 0 0 0 JEFF GILLIAM BOARD MEMBER 0.20 1.30 X 0 0 0 ALLEN GRAY BOARD MEMBER 0.20 0.00 X 0 0 0 HUNTER MARCH BOARD MEMBER 0.20 1.30 X 0 0 0 LINDA MORRIS BOARD MEMBER 0.20 0.30 X 0 0 0 JENNIFER RODEN BOARD MEMBER 0.20 0.00 X 0 0 0 SHANE SMITH BOARD MEMBER 0.20 1.30 X 0 0 0 CORY TOBIN BOARD MEMBER 0.20 1.30 X 0 0 0 MARGIE WILEY BOARD MEMBER 0.20 1.30 X 0 0 0 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 0.20 39.80 X 0 492511 48900 AIMEE REIMANN CHIEF OPERATING OFFICER 0.20 39.80 X 0 331339 53160 SARAH ABERNETHY ASSISTANT SECRETARY 0.20 39.80 X 0 85242 14180 RUTH FINCH EXECUTIVE DIRECTOR 40.00 0.00 X 132957 0 20402 TAMMY JONES CFO 0.20 39.80 X 0 214891 33710 KERRI KAHN NURSE PRACTITIONER 40.00 0.00 X 100958 0 14924 233915 1123983 185276 2 0 1 0 NOVANT HEALTH NEW HANOVER REG MED CTR PO BOX 741710 ATLANTA GA 30374 HEALTH SERVICES/CLAIMS 1866545 SOUTHERN PHARMACY SERVICES PO BOX 850001 ORLANDO FL 328850240 PHARMACY 1274057 ACCORDIUS HEALTH AT WILMINGTON 820 WELLIGNTON AVE WILMINGTON NC 284017618 SKILLED NURSING/ASSISTED LIVING CARE 823226 AZALEA HEALTH & REHAB-SNF 3800 INDEPENDENCE BLVD WILMINGTON NC 284122599 SKILLED NURSING/ASSISTED LIVING CARE 798130 LIBERTY COMMONS NURSING CENTER 121 RACINE DR WILMINGTON NC 28403 SKILLED NURSING/ASSISTED LIVING CARE 261731 11 23905 145046 3937 168951 MEDICAID REVENUE 623000 7545252 7545252 MEDICARE REVENUE 623000 6425120 6425120 PARTICIPANT REVENUE 621400 750024 750024 DAY CARE REVENUE 623000 651612 651612 TRANSPORTATION REVENUE 480000 67156 67156 15439164 886 886 24128 0 24128 24128 24128 8444 470 0 -470 8444 7974 7974 MEAL SALES 623000 3386 3386 3386 15644489 15442550 24128 8860 X 153359 153359 3566880 1949673 1617207 81325 70111 11214 1094542 879819 214723 321475 253830 67645 504020 504020 4363 4363 24722 24722 3942 3942 6184511 6037599 146912 8215 7915 300 62684 26971 35713 461553 461553 50187 39039 11148 309436 309436 138535 138535 62393 62393 SUPPLIES 1698646 1695020 3626 EQUIPMENT RENTAL AND MA 235095 221824 13271 BAD DEBT EXPENSE 175159 175159 CONTINUING EDUCATION AN 111926 68535 43391 93515 80544 12971 15346483 12919583 2426900 0 809193 81938 326490 422253 25701 25701 51884 30341 2511502 1782306 689886 729196 65622 69537 1968776 1358966 1468013 1545513 679980 31404 2167214 1823393 4315207 3400310 X -2436350 -2146538 89919 105194 -2346431 -2041344 1968776 1358966 298006 7081 0 X 0 1 X 1 0 X 252417 424842 86767 60142 168951 993119 252417 424842 86767 60142 168951 993119 993119 2985 12389 1945 818 886 19023 2060 6203 18511 21563 10526 58863 1461 2825 4286 1075291 52191550 0.92360 0.95520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MEAL SALES - 2021 AMOUNT: $ 1,461. 2022 AMOUNT: $ 2,825. PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR-END FROM JUNE 30 TO SEPTEMBER 30 IN 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65622 3915 69537 61367 30 4225 65622 72850 -11483 61367 57477 15373 72850 56830 647 57477 1.00000 1 0 855596 573455 282141 693037 520991 172046 962869 687860 275009 729196 NC COMMUNITY FOUNDATION ENDOWMENT 69537 69537 DUE FROM RELATED PARTY 1714550 MEDICAL CLAIMS PAYABLE 108843 1823393 15647628 7081 7081 15640547 3942 3942 15644489 15342541 0 15342541 3942 3942 15346483 PART V, LINE 4: THE ORGANIZATION HAS AN ENDOWMENT AT THE NORTH CAROLINA COMMUNITY FOUNDATION TO SUPPORT THE MISSION OF THE ORGANIZATION. THE EARNINGS FROM THE ENDOWMENT ARE AVAILABLE OR MAY BE REINVESTED AT THE DIRECTION OF THE ORGANIZATION 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 0 492511 0 0 0 0 0 44923 0 3977 0 541411 0 0 AIMEE REIMANN CHIEF OPERATING OFFICER 0 331339 0 0 0 0 0 42990 0 10170 0 384499 0 0 TAMMY JONES CFO 0 214891 0 0 0 0 0 24779 0 8931 0 248601 0 0 RUTH FINCH EXECUTIVE DIRECTOR 132957 0 0 0 0 0 7144 0 13258 0 153359 0 0 0 PART I, LINE 3 CEMO WAGE SURVEY IS CONDUCTED AND OUR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN DOES AN ANNUAL REVIEW OF THE RELATED ORGANIZATION'S CEO AND SENIOR LEADERSHIP SALARIES WHICH IS REPORTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORD 990 IS REVIEWED BY THE PRESIDENT AND CEO AND THE CFO FOR EVERYAGE BEFORE FILING. THE RETURNS 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 OUR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN DOES AN ANNUAL REVIEW OF THE RELATED ORGANIZATION'S 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. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 5,990,223. MANAGEMENT AND GENERAL EXPENSES 61,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,052,036. CONSULTING FEES: PROGRAM SERVICE EXPENSES 47,376. MANAGEMENT AND GENERAL EXPENSES 2,429. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,805. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 82,670. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,670. 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 CAROLINA SENIOR LIVING 900A EAST CENTER STREET LEXINGTON NC 27292 454956541 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 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 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0