2024-08-15T11:54:06-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 800030872 ALBEMARLE OLDER ADULT HOUSING INC ALBE 7049823164 411 SOUTH 4TH STREET ALBEMARLE NC 28001 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 7049823164 2024-08-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-08-14 2022 2024-08-08 14:25:15Z MATTHEW'S PLACE APARTMENTS LEE SYRIA 100 LEONARD AVENUE NEWTON SC 28658 222036 0 X WWW.EVERYAGE.ORG X 2001 NC TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN ALBEMARLE, NORTH CAROLINA. 9 9 0 9 0 0 113582 101443 111055 116680 -3244 264 2955 3649 224348 222036 0 0 0 0 0 0 0 0 0 304719 326054 304719 326054 -80371 -104018 1522693 1491044 44195 116564 1478498 1374480 TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN ALBEMARLE, NC. 0 0 294010 120329 THE ORGANIZATION OPERATES A 34-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN ALBEMARLE, NC UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. 294010 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 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 KATHY H WOOD-ZEALY PHD DIRECTOR 0.25 0.75 X 0 0 0 KELSEY MCCLEAVE DIRECTOR 0.25 0.75 X 0 0 0 LINDA SHAW DIRECTOR 0.25 0.75 X 0 0 0 JESSE CLANTON DIRECTOR 0.25 0.75 X 0 0 0 BETH ROBERTS DIRECTOR 0.25 0.75 X 0 0 0 MARY WORSLEY DIRECTOR 0.25 0.75 X 0 0 0 VICTOR TAYLOR DIRECTOR 0.25 0.75 X 0 0 0 MICHELLE POOLER DIRECTOR 0.25 0.75 X 0 0 0 TERESA COOPER DIRECTOR 0.25 0.75 X 0 0 0 CORY TOBIN CHAIR 0.25 0.75 X X 0 0 0 LEE SYRIA PRESIDENT/CEO 0.25 39.75 X 0 434680 44881 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0.25 39.75 X 0 141128 15713 JOHN WHITE CFO (ENDED 11/2022) 0.25 39.75 X 0 244552 36281 TAMMY JONES CFO (STARTED 2/2023) 0.25 39.75 X 0 0 0 0 820360 96875 0 0 1 0 0 97883 3560 101443 RENTAL REVENUE 531110 116680 116680 116680 264 264 LAUNDRY AND VENDING RE 812300 3649 3649 3649 222036 120329 0 264 17768 17768 7712 6386 1326 312 312 22319 9369 12950 65191 65191 3044 3044 1342 1342 66266 66266 11360 11360 PAYROLL REIMBURSEMENT 104837 104837 EMPLOYEE BENEFITS REIMB 23527 23527 MISCELLANEOUS EXPENSES 1849 1849 527 527 326054 294010 32044 0 5084 13458 142977 153203 967 723 772 2221 2659384 1350290 1360626 1309094 12267 12345 1522693 1491044 31861 103727 67 492 12267 12345 44195 116564 X 1478498 1374480 1478498 1374480 1522693 1491044 -104018 0 X 0 1 X 0 1 1 X 112922 109867 107824 113582 101443 545638 102759 113516 108227 114010 120329 558841 215681 223383 216051 227592 221772 1104479 0 0 0 1104479 229 212 184 194 264 1083 229 212 184 194 264 1083 215910 223595 216235 227786 222036 1105562 0.99900 0.99910 0.00100 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120000 120000 2300193 1121568 1178625 147767 141037 6730 91424 87685 3739 1309094 TENANT SECURITY DEPOSITS 12345 12345 X 222036 0 222036 0 222036 326054 0 326054 0 326054 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. 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 FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE FISCAL YEAR 2023. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT/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 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0 141128 0 0 0 0 0 15200 0 513 0 156841 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 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO EVERYAGE. 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 RETURNS 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 EVERYAGE 100 LEONARD AVENUE NEWTON NC 28658 566056582 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 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 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 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0