Nonprofit · EIN 27-4450562
CAROLINA SENIORCARE
Tax-exempt · NEWTON, NC 28658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $20,867,038 | $19,156,022 | $1,711,016 | $21,655,077 | $9,287,333 | $12,367,744 |
| September 30, 2024 | 990 | $18,192,120 | $16,068,096 | $2,124,024 | $17,138,531 | $6,887,511 | $10,251,020 |
| September 30, 2023 | 990 | $16,887,754 | $16,907,819 | -$20,065 | $10,212,292 | $3,556,690 | $6,655,602 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $100,099
- Program service revenue
- $20,330,024
- Investment income
- $429,646
- Net gain from sales of assets
- $139,897
- Other revenue
- $7,269
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $331,553
- Other salaries and wages
- $4,190,928
- Salaries, compensation and benefits (total)
- $5,557,973
- Professional fundraising fees
- $0
- Legal fees
- $1,648
- Occupancy
- $501,648
- Travel
- $107,063
- Depreciation
- $173,445
- Program services (functional)
- $17,671,622
- Management and general (functional)
- $1,484,400
Balance sheet and other
- Total assets, start of year
- $17,138,531
- Total assets, end of year
- $21,655,077
- Total liabilities, end of year
- $9,287,333
- Net assets, end of year
- $12,367,744
- Land, buildings and equipment
- $8,434,960
- Publicly traded securities
- $9,899,722
- Net assets without donor restrictions
- $12,367,744
- Gross receipts
- $20,867,038
- Employees
- 108
- Volunteers
- 16
- Year formed
- 2011
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE SYRIA | PRESIDENT AND CEO Officer | 0.2 | $0 | $553,900 | $48,557 |
| AIMEE REIMANN | COO Officer | 0.2 | $0 | $363,238 | $52,185 |
| DAIVID E RODDY DR | MEDICAL DIRECTOR Key employee | 40 | $299,846 | $0 | $31,707 |
| TAMMY JONES | CFO Officer | 0.2 | $0 | $278,696 | $33,552 |
| THOMAS CHANG | SR. DIR. HOME/COMM. BASED Officer | 40 | $0 | $205,525 | $44,225 |
| THOMAS J CALOGERO III | STAFF PHYSICIAN Highest-paid employee | 40 | $133,831 | $0 | $17,025 |
| SARAH ABERNETHY | ASSISTANT SECRETARY Officer | 0.2 | $0 | $90,743 | $9,505 |
| BRAD THIE | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| MARGIE WILEY | VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| GREGORY ALCORN | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| JULIUS ABERNETHY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LARRY BOLICK | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ANTHONY BRANCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| CHUCK ERDMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JEFF GILLIAM | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN GRAY | BOARD MEMBER Trustee or director | 0.2 | $0 |
| PARKER HOWELL | BOARD MEMBER/PAST CHAIR Trustee or director | 0.2 | $0 |
| LAMONT MADDOX | BOARD MEMBER Trustee or director | 0.2 | $0 |
| HUNTER MARCH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| SHANE SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JODY STREET | BOARD MEMBER Trustee or director | 0.2 | $0 |
| CORY TOBIN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| KATHY WOOD | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE SYRIA | PRESIDENT AND CEO Officer | 0.2 | $0 | $492,511 | $48,900 |
| AIMEE REIMANN | COO Officer | 0.2 | $0 | $331,339 | $53,160 |
| DAVID E RODDY | MEDICAL DIRECTOR Key employee | 40 | $288,975 | $0 | $31,169 |
| TAMMY JONES | CFO Officer | 0.2 | $0 | $214,891 | $33,710 |
| THOMAS CHANG | SR. DIR. HOME/COMM. BASED Officer | 40 | $192,021 | $0 | $42,090 |
| THOMAS J CALOGERO III | STAFF PHYSICIAN Highest-paid employee | 40 | $192,319 | $0 | $16,851 |
| UCHENNA GENEVIEVE OHAJUNWA | CENTER ADMINISTRATOR Highest-paid employee | 40 | $102,593 | $0 | $35,321 |
| SARAH ABERNETHY | ASSISTANT SECRETARY Officer | 0.2 | $0 | $85,242 | $14,180 |
| PARKER HOWELL | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| BRAD THIE | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| GREGORY ALCORN | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| JULIUS ABERNETHY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LARRY BOLICK | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ANTHONY BRANCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| TERRI FISHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JEFF GILLIAM | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ALLEN GRAY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| HUNTER MARCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LINDA MORRIS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| SHANE SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| CORY TOBIN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| MARGIE WILEY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE SYRIA | PRESIDENT AND CEO Officer | 0.2 | $0 | $434,680 | $44,881 |
| AIMEE REIMANN | COO Officer | 0.2 | $0 | $316,511 | $49,994 |
| DAVID E RODDY | MEDICAL DIRECTOR Key employee | 40 | $279,221 | $0 | $28,877 |
| JOHN WHITE | CFO (ENDED 11/2022) Officer | 0.2 | $0 | $244,552 | $36,281 |
| THOMAS CHANG | SR. DIR. HOME/COMM. BASED SVCS Officer | 40 | $194,639 | $0 | $40,648 |
| THOMAS J CALOGERO III | STAFF PHYSICIAN Highest-paid employee | 40 | $186,922 | $0 | $10,730 |
| RAMONA HUFFMAN | ASSISTANT SECRETARY Officer | 0.2 | $0 | $108,121 | $11,548 |
| JULIUS ABERNETHY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| GREGORY ALCORN | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| LARRY BOLICK | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ANTHONY BRANCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| TERRI FISHER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JEFF GILLIAM | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| GENE HAMILTON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| PARKER HOWELL | CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| HUNTER MARCH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LINDA MORRIS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| SHANE SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| BRAD THIE | VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| CORY TOBIN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| MARGIE WILEY | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| KELSEY MCCLEAVE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| KATHY WOOD | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| TAMMY JONES | CFO (STARTED 2/2023) Officer | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 LEONARD AVE, NEWTON, NC 28658-9649
- In care of
- % UNITED CHURCH HOMES AND SERVICES
- Principal officer (990 for 2024)
- LEE SYRIA, 100 LEONARD AVENUE, NEWTON, NC 28658
- Signed the 990
- LEE SYRIA, PRESIDENT & CEO OF RELATED ORG
- Phone
- (828) 465-8019
- Website
- WWW.CAROLINASENIORCARE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES.
Program accomplishments
- CAROLINA SENIORCARE IS A NOT-FOR-PROFIT PROVIDER OF PACE SERVICES UNDER THE SPONSORSHIP OF EVERYAGE. CAROLINA SENIORCARE SERVES INDIVIDUALS WHO ARE AGE 55 OR OLDER, CERTIFIED BY THEIR STATE TO NEED NURSING HOME CARE, ARE ABLE TO LIVE SAFELY IN THE COMMUNITY AT THE TIME OF ENROLLMENT, LIVE IN DAVIDSON, ROWAN, DAVIE, OR IREDELL COUNTIES AND EITHER HAVE MEDICARE OR MEDICAID. THE PROGRAM IS ABLE TO PROVIDE THE ENTIRE CONTINUUM OF CARE AND SERVICES TO SENIORS WITH CHRONIC CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE IN THEIR HOMES FOR AS LONG AS POSSIBLE. PACE FUNDING IS UNIQUE AS PACE RECEIVES DIRECT PAYMENTS FROM MEDICARE AND MEDICAID TO PROVIDE ALL NEEDED SERVICES. (CONTINUED ON SCHEDULE O)BECAUSE OF THE POOLED FINANCING OF PACE, PROGRAMS HAVE STRONG INCENTIVES TO FOCUS ON WELLNESS AND PREVENTION AND TO DECREASE THE HOSPITALIZATION RATES FOR THE PARTICIPANTS AND THE INCIDENCE OF LONG-TERM INSTITUTIONALIZATION.Expenses $17,671,622 · revenue $20,330,024
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 27-4450562
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E50)
- Assets (IRS master file)
- $21,655,077
- Income (IRS master file)
- $20,867,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $20,867,038 | $19,156,022 | $21,655,077 | XML |
| 990 | September 2024 | $18,192,120 | $16,068,096 | $17,138,531 | XML |
| 990 | September 2023 | $16,887,754 | $16,907,819 | $10,212,292 | XML |
| 990 | September 2022 | $14,797,445 | $14,340,115 | $9,804,902 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4450562).
Questions about CAROLINA SENIORCARE
- What is the EIN of CAROLINA SENIORCARE?
- The employer identification number (EIN) of CAROLINA SENIORCARE is 27-4450562.
- Is CAROLINA SENIORCARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CAROLINA SENIORCARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAROLINA SENIORCARE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAROLINA SENIORCARE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROLINA SENIORCARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CAROLINA SENIORCARE?
- The 990 for the year ended September 30, 2025 names LEE SYRIA.
- Who are the officers and directors of CAROLINA SENIORCARE?
- The 990 for the year ended September 30, 2025 lists 23 people; 2 received compensation from the organization.
- How much revenue does CAROLINA SENIORCARE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $20,867,038, expenses of $19,156,022 and total assets of $21,655,077 at year end.
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