Nonprofit · EIN 56-2133316
NEW BERN OLDER ADULT HOUSING INCORPORTED
Tax-exempt · NEW BERN, NC 28562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $477,276 | $463,527 | $13,749 | $1,316,944 | $379,178 | $937,766 |
| September 30, 2024 | 990 | $412,869 | $524,325 | -$111,456 | $1,268,893 | $344,876 | $924,017 |
| September 30, 2023 | 990 | $396,166 | $434,003 | -$37,837 | $1,325,288 | $289,815 | $1,035,473 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $309,546
- of which government grants
- $306,496
- Program service revenue
- $162,796
- Investment income
- $1,519
- Net gain from sales of assets
- -$973
- Other revenue
- $3,415
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,860
- Occupancy
- $119,871
- Travel
- $2,436
- Depreciation
- $76,010
- Program services (functional)
- $403,277
- Management and general (functional)
- $60,250
Balance sheet and other
- Total assets, start of year
- $1,268,893
- Total assets, end of year
- $1,316,944
- Total liabilities, end of year
- $379,178
- Net assets, end of year
- $937,766
- Land, buildings and equipment
- $1,110,627
- Net assets without donor restrictions
- $937,766
- Gross receipts
- $478,249
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1999
- 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/CEO Officer | 0.25 | $0 | $553,900 | $48,557 |
| TAMMY JONES | CFO Officer | 0.25 | $0 | $278,696 | $47,067 |
| JEANNETTE BRECKENRIDGE | DIRECTOR OF HOUSING SERVICES Officer | 0.25 | $0 | $164,587 | $16,333 |
| CORY TOBIN | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| JESSE CLANTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| TERESA COOPER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| LARRY COVINGTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| WALTER HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| DORA IRVING-JONES | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MICHELLE POOLER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| VICTOR TAYLOR | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| LISA WARD | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE SYRIA | PRESIDENT/CEO Officer | 0.25 | $0 | $492,511 | $48,900 |
| TAMMY JONES | CHIEF FINANCIAL OFFICER Officer | 0.25 | $0 | $214,891 | $32,210 |
| JEANNETTE BRECKENRIDGE | DIRECTOR OF HOUSING SERVICES Officer | 0.25 | $0 | $154,209 | $16,817 |
| CORY TOBIN | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| JESSE CLANTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| TERESA COOPER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| LARRY COVINGTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| WALTER HOFFMAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MICHELLE POOLER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| VICTOR TAYLOR | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| LISA WARD | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MARY WORSLEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LEE SYRIA | PRESIDENT/CEO Officer | 0.25 | $0 | $434,680 | $44,881 |
| JOHN WHITE | CFO (ENDED 11/2022) Officer | 0.25 | $0 | $244,552 | $36,281 |
| JEANNETTE BRECKENRIDGE | DIRECTOR OF HOUSING SERVICES Officer | 0.25 | $0 | $141,128 | $15,713 |
| KATHY H WOOD-ZEALY PHD | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| KELSEY MCCLEAVE | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| LINDA SHAW | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| JESSE CLANTON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| BETH ROBERTS | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MARY WORSLEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| VICTOR TAYLOR | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MICHELLE POOLER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| TERESA COOPER | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| CORY TOBIN | CHAIR Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| TAMMY JONES | CFO (STARTED 2/2023) Officer | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 LOFLAND WAY, NEW BERN, NC 28562-7052
- In care of
- % JAMES DICKERSON
- Principal officer (990 for 2024)
- LEE SYRIA, 100 LEONARD AVENUE, NEWTON, NC 28658
- Signed the 990
- LEE SYRIA, PRESIDENT & CEO OF EVERYAGE
- Phone
- (252) 638-3517
- Website
- WWW.EVERYAGE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN NEW BERN, NORTH CAROLINA.
Program accomplishments
- THE ORGANIZATION OPERATES A 37-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN NEW BERN, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.Expenses $403,277 · revenue $166,211
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
- 56-2133316
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L20)
- Assets (IRS master file)
- $1,316,944
- Income (IRS master file)
- $478,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $477,276 | $463,527 | $1,316,944 | XML |
| 990 | September 2024 | $412,869 | $524,325 | $1,268,893 | XML |
| 990 | September 2023 | $396,166 | $434,003 | $1,325,288 | XML |
| 990 | September 2022 | $381,357 | $390,280 | $1,372,988 | 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 56-2133316).
Questions about NEW BERN OLDER ADULT HOUSING INCORPORTED
- What is the EIN of NEW BERN OLDER ADULT HOUSING INCORPORTED?
- The employer identification number (EIN) of NEW BERN OLDER ADULT HOUSING INCORPORTED is 56-2133316.
- Is NEW BERN OLDER ADULT HOUSING INCORPORTED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to NEW BERN OLDER ADULT HOUSING INCORPORTED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NEW BERN OLDER ADULT HOUSING INCORPORTED 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 NEW BERN OLDER ADULT HOUSING INCORPORTED 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 NEW BERN OLDER ADULT HOUSING INCORPORTED 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 NEW BERN OLDER ADULT HOUSING INCORPORTED?
- The 990 for the year ended September 30, 2025 names LEE SYRIA.
- Who are the officers and directors of NEW BERN OLDER ADULT HOUSING INCORPORTED?
- The 990 for the year ended September 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does NEW BERN OLDER ADULT HOUSING INCORPORTED have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $477,276, expenses of $463,527 and total assets of $1,316,944 at year end.
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All nonprofits in NEW BERN · North Carolina · Housing and shelter