2024-08-15T09:37:27-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 581449301 ELDERHAUS INC ELDE 9103438209 1380 NORTH COLLEGE ROAD WILMINGTON NC 28405 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 9103438209 2024-08-14 1 1 KATHERINE A WARLICK P02065266 7049985200 2024-08-13 2022 2024-08-08 14:25:15Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 12640977 0 X WWW.ELDERHAUS.COM X 1981 NC NON-PROFIT PROVIDER OF PACE SERVICES LOCATED IN WILMINGTON, NC. 18 18 120 18 35280 20563 86767 60142 10716085 12538309 452 126 32571 38105 10835875 12636682 0 0 0 0 4919845 5379737 0 0 0 6917568 8235702 11837413 13615439 -1001538 -978757 1860675 1968776 3236207 4315207 -1375532 -2346431 X ELDERHAUS IS A NON-PROFIT PACE ORGANIZATION LOCATED IN WILMINGTON, NC, THAT SERVES RESIDENTS OF NEW HANOVER AND EASTERN BRUNSWICK COUNTIES. THE ORGANIZATION PROVIDES SERVICES AND CARE THAT ALLOW LOCAL SENIORS TO REMAIN INDEPENDENT IN THEIR OWN HOMES. OUR PARTICIPANTS ARE APPROVED TO PARTICIPATE IN MEDICARE AND MEDICAID. ELDERHAUS IS A MEMBER OF THE EVERYAGE FAMILY, A NEWTON, NC-BASED, NON-PROFIT MINISTRY OFFERING SENIOR HOUSING AND SERVICES. 0 0 11371899 12122405 PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) IS A COMMUNITY-BASED LONG-TERM CARE MODEL DESIGNED TO PROVIDE MEDICAL AND PSYCHOSOCIAL SERVICES TO FRAIL ELDERLY INDIVIDUALS OVER 55 YEARS OF AGE WHO ARE ELIGIBLE FOR NURSING HOME LEVEL OF CARE. 594268 418729 THE ALPER CENTER PROGRAM IS AN ADULT DAY CARE SERVICE. 11966167 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 41 0 120 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X TAMMY JONES 8284658007 100 LEONARD AVENUE NEWTON NC 28658 PARKER HOWELL BOARD CHAIR 0.20 6.00 X X 0 0 0 BRAD THIE VICE CHAIR 0.20 6.00 X X 0 0 0 GREG ALCORN SECRETARY 0.20 6.00 X 0 0 0 ANTHONY BRANCH BOARD MEMBER 0.20 1.30 X 0 0 0 HUNTER MARCH BOARD MEMBER 0.20 1.30 X 0 0 0 LARRY BOLICK BOARD MEMBER 0.20 2.30 X 0 0 0 JEFF GILLIAM BOARD MEMBER 0.20 1.30 X 0 0 0 JENNIFER RODEN BOARD MEMBER 0.20 0.00 X 0 0 0 CORY TOBIN BOARD MEMBER 0.20 1.30 X 0 0 0 SAMUEL BRODY BOARD MEMBER 0.20 0.50 X 0 0 0 KATHY WOOD BOARD MEMBER 0.20 2.30 X 0 0 0 TERRI FISHER BOARD MEMBER 0.20 0.70 X 0 0 0 MARGIE WILEY BOARD MEMBER 0.20 1.30 X 0 0 0 JULIUS ABERNETHY BOARD MEMBER 0.20 1.30 X 0 0 0 GENE HAMILTON BOARD MEMBER 0.20 1.30 X 0 0 0 SHANE SMITH BOARD MEMBER 0.20 1.30 X 0 0 0 LINDA MORRIS BOARD MEMBER 0.20 0.30 X 0 0 0 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 0.20 39.80 X 0 434680 44881 AIMEE REIMANN CHIEF OPERATING OFFICER 0.20 39.80 X 0 316511 49994 JOHN WHITE CFO (ENDED 11/2022) 0.20 39.80 X 0 244552 36281 MONA HUFFMAN ASSISTANT SECRETARY 0.20 39.80 X 0 108121 11548 RUTH FINCH EXECUTIVE DIRECTOR 40.00 0.00 X 119493 0 13057 TAMMY JONES CFO (BEGAN 2/2023) 0.20 39.80 X 0 0 0 EMILY BALDWIN NURSE PRACTITIONER 40.00 0.00 X 101185 0 0 220678 1103864 155761 2 0 1 0 PHARMASTAR 2411 N HILLCREST PARKWAY ALTOONA WI 54720 PHARMACY 1333466 AZALEA HEALTH & REHAB-SNF 3800 INDEPENDENCE BLVD WILMINGTON NC 28412 SKILLED NURSING/ASSISTED LIVING CARE 535069 COASTAL COMPANION CARE PO BOX 297 OAK ISLAND NC 28465 HOME CARE 381859 ACCORDIUS HEALTH AT WILMINGTON 820 WELLINGTON AVE WILMINGTON NC 284017618 SKILLED NURSING/ASSISTED LIVING CARE 322147 AUTUMN CARE OF MYRTLE GROVE 5725 CAROLINA BEACH RD WILMINGTON NC 28412 SKILLED NURSING/ASSISTED LIVING CARE 295021 8 59887 255 60142 MEDICAID REVENUE 623000 6079415 6079415 MEDICARE REVENUE 623000 5098947 5098947 DAY CARE REVENUE 623000 692484 692484 PARTICIPANT REVENUE 621400 600122 600122 TRANSPORTATION REVENUE 480000 67341 67341 12538309 818 818 35280 0 35280 35280 35280 3603 4295 -692 -692 -692 MEAL SALES 623000 2825 2825 2825 12636682 12541134 35280 126 X 119914 119914 3804594 3057886 746708 66272 51762 14510 1075219 861669 213550 313738 244466 69272 493078 493078 34082 34082 18000 18000 3759 3759 4862474 4633968 228506 30920 30920 100826 35976 64850 470647 470647 38058 25485 12573 153 153 119400 119400 61860 61860 SUPPLIES 1377654 1376890 764 EQUIPMENT RENTAL AND MA 278893 278893 BAD DEBT EXPENSE 226099 226099 CONTINUING EDUCATION AN 109067 58875 50192 10732 10732 13615439 11966167 1649272 0 804273 809193 430219 326490 5122 25701 47375 51884 2462751 1772865 512319 689886 61367 65622 1860675 1968776 2210626 1468013 388987 679980 636594 2167214 3236207 4315207 X -1436899 -2436350 61367 89919 -1375532 -2346431 1860675 1968776 -978757 7858 0 X 0 1 X 1 0 X 1123089 252417 424473 86767 60142 1946888 1123089 252417 424473 86767 60142 1946888 1946888 647 2985 12389 0 4225 20246 7899 2061 6203 18511 34888 69562 1461 1461 2038157 46617319 0.95520 0.97500 X SHORT YEAR EXPLANATION THE ORGANIZATION CHANGED IT'S YEAR-END FROM JUNE 30 TO SEPTEMBER 30 IN 2020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61367 30 4225 65622 72850 -11483 61367 57477 15373 72850 56830 647 57477 57994 -1164 56830 1.00000 1 0 840927 549961 290966 702167 471565 230602 919657 751339 168318 689886 DUE FROM RELATED PARTY 2092607 CURRENT PORTION LEASE OBLIGATION 3598 MEDICAL CLAIMS PAYABLE 71009 2167214 12640389 7858 -392 7466 12632923 3759 3759 12636682 13611288 0 13611288 3759 392 4151 13615439 PART V, LINE 4: THE ORGANIZATION HAS AN ENDOWMENT AT THE NORTH CAROLINA COMMUNITY FOUNDATION TO SUPPORT THE MISSION OF THE ORGANIZATION. THE EARNINGS FROM THE ENDOWMENT ARE AVAILABLE OR MAY BE REINVESTED AT THE DIRECTION OF THE ORGANIZATION PART XI, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE INCLUDED IN REVENUE -392. PART XII, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS EXPENSE 392. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 0 434680 0 0 0 0 0 41000 0 3881 0 479561 0 0 AIMEE REIMANN CHIEF OPERATING OFFICER 0 316511 0 0 0 0 0 40085 0 9909 0 366505 0 0 JOHN WHITE CFO (ENDED 11/2022) 0 244552 0 0 0 0 0 22882 0 13399 0 280833 0 0 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 AND OUR 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. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 4,529,817. MANAGEMENT AND GENERAL EXPENSES 99,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,629,808. CONSULTING FEES: PROGRAM SERVICE EXPENSES 104,151. MANAGEMENT AND GENERAL EXPENSES 29,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,941. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,725. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,725. 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 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 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 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0