2026-08-12T15:40:35-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 454956541 CAROLINA SENIOR LIVING CARO 3367463590 900A EAST CENTER STREET LEXINGTON NC 27292 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 3367463590 2026-08-11 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-11 2024 2025-03-06 01:10:19Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 327081 0 X WWW.EVERYAGE.ORG X 2012 NC TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR NEEDS. 9 9 0 9 0 0 128063 163544 128439 140478 6363 8140 6699 3412 269564 315574 0 0 0 0 0 0 0 0 0 455538 410083 455538 410083 -185974 -94509 3529680 3469240 195378 229447 3334302 3239793 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 355022 143890 THE ORGANIZATION OWNS AND OPERATES A 30-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN LEXINGTON, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. 355022 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 1 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 CORY TOBIN CHAIR 0.25 0.75 X X 0 0 0 JESSE CLANTON DIRECTOR 0.25 0.75 X 0 0 0 TERESA COOPER DIRECTOR 0.25 0.75 X 0 0 0 LARRY COVINGTON DIRECTOR 0.25 0.75 X 0 0 0 WALTER HOFFMAN DIRECTOR 0.25 0.75 X 0 0 0 DORA IRVING-JONES DIRECTOR 0.25 0.75 X 0 0 0 MICHELLE POOLER DIRECTOR 0.25 0.75 X 0 0 0 VICTOR TAYLOR DIRECTOR 0.25 0.75 X 0 0 0 LISA WARD DIRECTOR 0.25 0.75 X 0 0 0 LEE SYRIA PRESIDENT/CEO 0.25 39.75 X 0 553900 48557 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0.25 39.75 X 0 164587 16333 TAMMY JONES CFO 0.25 39.75 X 0 278696 47067 0 997183 111957 0 0 1 0 0 200 160344 3000 163544 RENTAL REVENUE 531110 140478 140478 140478 19647 19647 11507 -11507 -11507 -11507 LAUNDRY AND VENDING RE 812300 2000 2000 TENANT CHARGES 900099 1138 1138 MISC REVENUE 900099 274 274 3412 315574 143890 0 8140 35376 35376 14220 14220 57 57 10056 4591 5465 100651 100651 1925 1925 1079 1079 109020 109020 15066 15066 PAYROLL REIMBURSEMENT 95591 95591 EMPLOYEE BENEFITS REIMB 21830 21830 MISCELLANEOUS EXPENSES 5212 5212 410083 355022 55061 0 10442 1865 580799 641283 31047 912 1428 3852 4038499 1230432 2893386 2808067 12578 13261 3529680 3469240 182456 216084 228 14 12694 13349 195378 229447 X 3334302 3239793 3334302 3239793 3529680 3469240 -94509 0 X 0 1 X 0 1 1 X 117093 111286 106372 128063 163544 626358 115280 99722 121051 135138 143890 615081 232373 211008 227423 263201 307434 1241439 0 0 0 1241439 2058 115 64 9744 19647 31628 2058 115 64 9744 19647 31628 234431 211123 227487 272945 327081 1273067 0.97520 0.98110 0.02480 0.01890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 221122 221122 3486793 1004159 2482634 123342 115963 7379 207242 110310 96932 2808067 TENANT SECURITY DEPOSITS 13261 DUE TO FOUNDATION 88 13349 X 327081 0 327081 -11507 -11507 315574 421590 11507 11507 410083 0 410083 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 2025. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET -11,507. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 11,507. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT/CEO 0 553900 0 0 0 0 0 43933 0 4624 0 602457 0 0 TAMMY JONES CFO 0 278696 0 0 0 0 0 36227 0 10840 0 325763 0 0 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0 164587 0 0 0 0 0 15784 0 549 0 180920 0 0 PART I, LINE 3 OFFICERS ARE EMPLOYED BY EVERYAGE, A RELATED EXEMPT ORGANIZATION. 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 OFFICERS ARE EMPLOYED BY EVERYAGE, A RELATED EXEMPT ORGANIZATION. 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 SENIOR CARE 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 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0