Nonprofit · EIN 56-1608504
CAROLINA MEADOWS RESIDENTS ASSOC INC
Tax-exempt · CHAPEL HILL, NC 27517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-EZ | $78,891 | $62,381 | $16,510 | $122,439 | – | $122,439 |
| May 31, 2025 | 990-EZ | $69,537 | $83,213 | -$13,676 | $105,929 | – | $105,929 |
| May 31, 2024 | 990-EZ | $72,472 | $64,580 | $7,892 | $119,605 | – | $119,605 |
Financial details: 990-EZ for the year ended May 31, 2026
Revenue
- Contributions, gifts and grants
- $22,545
- Program service revenue
- $22,055
- Net income from sales of inventory
- $31,273
- Other revenue
- $3,018
Expenses
- Grants and similar amounts paid
- $8,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $600
- Other expenses
- $53,781
- Program services (functional)
- $60,715
Balance sheet and other
- Total assets, start of year
- $105,929
- Total assets, end of year
- $122,439
- Total liabilities, end of year
- –
- Net assets, end of year
- $122,439
- Cash, savings and investments
- $109,939
- Gross receipts
- $117,809
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-EZ for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Rider | President | 1 | $0 |
| Beth Wortman | Vice President | 1 | $0 |
| Sharyn Vaughn | Shop Finl Mgr | 3 | $0 |
| Pat Mandell | Past President | 1 | $0 |
| Warren Wogen | Co-Treasurer | 2 | $0 |
| Joan Rehm | Vice President | 1 | $0 |
| Ann Williams | Shop Oper Mgr | 5 | $0 |
| Dorothy Samitz | Merchandise Mgr | 5 | $0 |
| Mike Kesner | Co-Secretary | 1 | $0 |
| Laurie Tepper | Co=Secretary | 1 | $0 |
| Sherry Wogen | Co-Treasurer | 2 | $0 |
990-EZ for the year ended May 31, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pat Mandell | President | 1 | $0 |
| Sharyn Vaughn | Shop Finl Mgr | 3 | $0 |
| Judy Jones | Past President | 1 | $0 |
| Warren Wogen | Treasurer | 3 | $0 |
| Karolyn Griffith | Secretary | 1 | $0 |
| Ann Williams | Shop Oper Mgr | 5 | $0 |
| Dorothy Samitz | Merchandise Mgr | 5 | $0 |
990-EZ for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pete Andrews | President | 1 | $0 |
| Pat Mandell | Vice President | 1 | $0 |
| Sharyn Vaughn | Shop Finl Mgr | 3 | $0 |
| Judy Jones | Past President | 1 | $0 |
| Mike Kesner | Treasurer | 3 | $0 |
| Beth Wortman | Secretary | 1 | $0 |
| Ann Williams | Shop Oper Mgr | 5 | $0 |
| Dorothy Samitz | Merchandise Mgr | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 100 CAROLINA MDWS, CHAPEL HILL, NC 27517-8507
- In care of
- % TREASURER
- Signed the 990-EZ
- Sherry Wogen, Co-Treasurer
- Phone
- (919) 929-8634
- Return prepared by
- R L KEARNS CPA
Mission
Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina.
Program accomplishments
- Sponsored and or supported various small groups and various projects for the benefit of the membership. Groups included Book Club, Art Guild, Social Hours, Garden Club, Wood Shop, Health and Fitness, Mens' Breakfast, Women's Breakfast, Remembrances, Pottery classes, Meadow Garden etc.Expenses $6,285
- Granted educational scholarships to 8 deserving individuals based on criteria established by Officers and membership.Expenses $8,000 · grants $8,000
- Sponsored and/or supported various concerts and other musical events for the enjoyment of the membership.Expenses $25,009
- Sponsored and supported a library for the enjoyment of the membership. Held a used book sale to support the library.Expenses $14,938
- Provided a direcory of members as well as sponsoring a residents'photo project.Expenses $3,733
- Provided support to the Meadow Life website utilized by residents of Carolina Meadows.Expenses $2,750
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-EZ on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-1608504
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $122,439
- Income (IRS master file)
- $117,809
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2026 | $78,891 | $62,381 | $122,439 | XML |
| 990-EZ | May 2025 | $69,537 | $83,213 | $105,929 | XML |
| 990-EZ | May 2024 | $72,472 | $64,580 | $119,605 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | 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 56-1608504).
Questions about CAROLINA MEADOWS RESIDENTS ASSOC INC
- What is the EIN of CAROLINA MEADOWS RESIDENTS ASSOC INC?
- The employer identification number (EIN) of CAROLINA MEADOWS RESIDENTS ASSOC INC is 56-1608504.
- Is CAROLINA MEADOWS RESIDENTS ASSOC INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1992.
- Are donations to CAROLINA MEADOWS RESIDENTS ASSOC INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CAROLINA MEADOWS RESIDENTS ASSOC INC 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 MEADOWS RESIDENTS ASSOC INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROLINA MEADOWS RESIDENTS ASSOC INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2026.
- Who are the officers and directors of CAROLINA MEADOWS RESIDENTS ASSOC INC?
- The 990-EZ for the year ended May 31, 2026 lists 11 people; 0 received compensation from the organization.
- How much revenue does CAROLINA MEADOWS RESIDENTS ASSOC INC have?
- On its 990-EZ for the year ended May 31, 2026 it reported revenue of $78,891, expenses of $62,381 and total assets of $122,439 at year end.
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