2024-08-15T12:41:15-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 562243082 EVERYAGE FOUNDATION EVER 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 8284658019 2024-08-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-08-13 2022 2024-08-08 14:25:15Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 2281995 0 X WWW.EVERYAGE.ORG X 2000 NC A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 14 13 4 13 0 0 1607856 1038380 0 0 812219 104021 -29459 -10290 2390616 1132111 281288 292154 0 0 255859 263647 0 0 0 600912 71136 1138059 626937 1252557 505174 11278169 12594554 3502678 3726971 7775491 8867583 A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 0 0 365962 292154 EVERYAGE FOUNDATION HOLDS AND SAFEGUARDS ASSETS OF ITS SUPPORTED ORGANIZATIONS, EVERYAGE, LAKE PRINCE CENTER, AND CAROLINA SENIORCARE. THE FOUNDATION RAISES FUNDS THROUGH SOLICITATION AND MAKES GRANTS ON AN AS-NEEDED BASIS TO ITS SUPPORTED ORGANIZATIONS. THE MAJORITY OF THESE GRANTS PROVIDE BENEVOLENT FUNDS TO ASSIST EVERYAGE RESIDENTS WHO OTHERWISE LACK THE FINANCIAL RESOURCES TO PAY THE COSTS OF RESIDENCY AND CARE. THE FOUNDATION ALSO PROVIDES GRANTS TO LAKE PRINCE CENTER, CAROLINA SENIORCARE, AND ELDERHAUS TO SUPPORT THEIR ONGOING PROGRAMS. 365962 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 1 0 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 LEE SYRIA PRESIDENT AND CEO 0.50 39.50 X X 0 434680 44881 LARRY BOLICK CHAIR 0.50 2.00 X X 0 0 0 LEROY HOWELL VICE CHAIR 0.50 0.00 X X 0 0 0 MELVA COOPER SECRETARY 0.50 0.00 X X 0 0 0 JOE BEAMAN TREASURER 0.50 0.00 X X 0 0 0 BEVERLY LANZER BOARD MEMBER 0.50 0.00 X 0 0 0 HENRY SIMPSON BOARD MEMBER 0.50 0.00 X 0 0 0 BRAD THIE BOARD MEMBER 0.50 2.00 X 0 0 0 PARKER HOWELL BOARD MEMBER 0.50 2.00 X 0 0 0 RAY BLAUM BOARD MEMBER 0.50 0.00 X 0 0 0 BARBARA ELLINGTON BOARD MEMBER 0.50 0.00 X 0 0 0 JOANNE FLICK BOARD MEMBER 0.50 0.00 X 0 0 0 MARCIA HOFFMANN BOARD MEMBER 0.50 0.00 X 0 0 0 TED WILSON BOARD MEMBER 0.50 0.00 X 0 0 0 JOHN WHITE CFO (ENDED 11/2022) 0.50 39.50 X 0 244552 36281 NANCY BEARD FORMER PRESIDENT (1/2023) 40.00 0.00 X 173301 0 30187 THAD AUSTIN PRESIDENT (1/2023) 40.00 0.00 X 0 0 0 TAMMY JONES CFO (STARTED 2/2023) 0.50 39.50 X 0 0 0 173301 679232 111349 1 0 1 0 0 85193 953187 101845 1038380 315273 315273 920046 1131298 -211252 -211252 -211252 8296 85193 18586 -10290 -10290 1132111 0 0 93731 292154 292154 210387 20548 189839 21396 21396 14675 14675 17189 17189 1581 1581 34235 34235 4000 4000 3718 3718 9168 9168 8165 8165 DONOR RELATIONS 5304 5304 MISCELLANEOUS EXPENSES 3789 3789 BANK CHARGES 1176 1176 626937 365962 260975 0 1398170 1714994 269480 182743 3500 9610519 10693317 11278169 12594554 49191 56796 3453487 3670175 3502678 3726971 X -61048 710423 7836539 8157160 7775491 8867583 11278169 12594554 X 505174 870165 -283247 X 0 1 X 1 0 X X 3 EVERYAGE 566056582 10 1 143710 0 LAKE PRINCE CENTER 562151716 10 1 148444 0 ELDERHAUS INC 581449301 7 1 0 0 3 292154 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE ORGANIZATION'S ARTICLES OF INCORPORATION NAME EVERYAGE AS A SUPPORTED ORGANIZATION. THE ORGANIZATION ALSO SUPPORTS LAKE PRINCE CENTER AND ELDERHAUS, BOTH RELATED ORGANZIATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 191507 -3734 116 187657 1.00000 0 0 0 DUE TO AFFILIATES 3670175 3670175 X PART X, LINE 2: IT IS THE ORGANIZATION'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 COMBINED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2023 AND 2022. PHILANTHROPY LUNCH 57028 52532 4496 2041 4496 4517 GOLF TOURNAMENT 36461 32661 3800 4597 2105 830 93489 85193 8296 6638 6601 5347 18586 -10290 1 EVERYAGE 100 LEONARD AVENUE NEWTON NC 28658 566056582 501(C)(3) 143710 0 PROGRAM SUPPORT LAKE PRINCE CENTER 100 LEONARD AVENUE NEWTON NC 28658 562151716 501(C)(3) 148444 0 PROGRAM SUPPORT PART I, LINE 2: GRANTS ARE MADE ONLY TO SUPPORTED ORGANIZATIONS. X X X X X 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 0 434680 0 0 0 0 0 41000 0 3881 0 479561 0 0 JOHN WHITE CFO (ENDED 11/2022) 0 244552 0 0 0 0 0 22882 0 13399 0 280833 0 0 NANCY BEARD FORMER PRESIDENT (1/2023) 173301 0 0 0 0 0 25696 0 4491 0 203488 0 0 0 PART I, LINE 3 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. X 1 101845 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 PARKER HOWELL AND R. LEROY HOWELL - FAMILY RELATIONSHIP 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 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: RESTRICTED CONTRIBUTIONS -283,247. 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 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 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 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0