2025-08-08T12:12:58-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 274450562 CAROLINA SENIORCARE CARO 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT & CEO OF RELATED ORG 8284658019 2025-08-08 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-08-08 2023 2025-03-06 01:10:19Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 18195070 0 X WWW.CAROLINASENIORCARE.ORG X 2011 NC A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 14 14 118 16 0 0 1174 7611 17216832 17337722 -330986 253538 734 593249 16887754 18192120 0 0 0 0 4873788 5091730 0 0 0 12034031 10976366 16907819 16068096 -20065 2124024 10212292 17138531 3556690 6887511 6655602 10251020 X A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 0 0 14895532 17337722 CAROLINA SENIORCARE IS A NOT-FOR-PROFIT PROVIDER OF PACE SERVICES UNDER THE SPONSORSHIP OF EVERYAGE. CAROLINA SENIORCARE SERVES INDIVIDUALS WHO ARE AGE 55 OR OLDER, CERTIFIED BY THEIR STATE TO NEED NURSING HOME CARE, ARE ABLE TO LIVE SAFELY IN THE COMMUNITY AT THE TIME OF ENROLLMENT, LIVE IN DAVIDSON, ROWAN, DAVIE, OR IREDELL COUNTIES AND EITHER HAVE MEDICARE OR MEDICAID. THE PROGRAM IS ABLE TO PROVIDE THE ENTIRE CONTINUUM OF CARE AND SERVICES TO SENIORS WITH CHRONIC CARE NEEDS WHILE MAINTAINING THEIR INDEPENDENCE IN THEIR HOMES FOR AS LONG AS POSSIBLE. PACE FUNDING IS UNIQUE AS PACE RECEIVES DIRECT PAYMENTS FROM MEDICARE AND MEDICAID TO PROVIDE ALL NEEDED SERVICES. BECAUSE OF THE POOLED FINANCING OF PACE, PROGRAMS HAVE STRONG INCENTIVES TO FOCUS ON WELLNESS AND PREVENTION AND TO DECREASE THE HOSPITALIZATION RATES FOR THE PARTICIPANTS AND THE INCIDENCE OF LONG-TERM INSTITUTIONALIZATION. 14895532 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 34 0 118 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 14 14 0 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 PARKER HOWELL CHAIR 0.20 2.30 X X 0 0 0 BRAD THIE VICE CHAIR 0.20 2.30 X X 0 0 0 GREGORY ALCORN SECRETARY 0.20 2.30 X X 0 0 0 JULIUS ABERNETHY BOARD MEMBER 0.20 1.30 X 0 0 0 LARRY BOLICK BOARD MEMBER 0.20 2.30 X 0 0 0 ANTHONY BRANCH BOARD MEMBER 0.20 1.30 X 0 0 0 TERRI FISHER BOARD MEMBER 0.20 0.70 X 0 0 0 JEFF GILLIAM BOARD MEMBER 0.20 1.30 X 0 0 0 ALLEN GRAY BOARD MEMBER 0.20 1.30 X 0 0 0 HUNTER MARCH BOARD MEMBER 0.20 1.30 X 0 0 0 LINDA MORRIS BOARD MEMBER 0.20 0.50 X 0 0 0 SHANE SMITH BOARD MEMBER 0.20 1.30 X 0 0 0 CORY TOBIN BOARD MEMBER 0.20 1.30 X 0 0 0 MARGIE WILEY BOARD MEMBER 0.20 1.30 X 0 0 0 LEE SYRIA PRESIDENT AND CEO 0.20 39.80 X 0 492511 48900 SARAH ABERNETHY ASSISTANT SECRETARY 0.20 39.80 X 0 85242 14180 AIMEE REIMANN COO 0.20 39.80 X 0 331339 53160 THOMAS CHANG SR. DIR. HOME/COMM. BASED 40.00 0.00 X 192021 0 42090 TAMMY JONES CFO 0.20 39.20 X 0 214891 33710 DAVID E RODDY MEDICAL DIRECTOR 40.00 0.00 X 288975 0 31169 THOMAS J CALOGERO III STAFF PHYSICIAN 40.00 0.00 X 192319 0 16851 UCHENNA GENEVIEVE OHAJUNWA CENTER ADMINISTRATOR 40.00 0.00 X 102593 0 35321 775908 1123983 275381 4 0 1 0 SOUTHERN PHARMACY SERVICES PO BOX 850001 ORLANDO FL 328850240 PHARMACY 2934192 LEXINGTON MEDICAL CENTER PO BOX 1817 LEXINGTON NC 27293 HEALTH SERVICES/CLAIMS 777175 DAVIDSON HEALTH & REHAB CENTER LLC 4748 OLD SALISBURY RD LEXINGTON NC 27295 SKILLED NURSING/ASSISTED LIVING CARE 752411 PIEDMONT CROSSING 100 HEDRICK DR THOMASVILLE NC 27360 SKILLED NURSING/ASSISTED LIVING CARE 705288 NOVANT HEALTH THOMASVILLE PO BOX 60516 CHARLOTTE NC 28260 HEALTH SERVICES/CLAIMS 429608 18 1914 5697 5597 7611 PACE SERVICE FEES 624100 17337722 17337722 17337722 217552 217552 38936 0 2950 38936 -2950 35986 35986 MISCELLANEOUS REVENUE 900099 590074 590074 EMPLOYEE MEALS 900099 2547 2547 RAW FOOD REBATE 900099 628 628 593249 18192120 17337722 0 846787 X 218143 218143 3914339 3914339 134320 134320 527097 527097 297831 297831 1139947 1139947 13783 13783 30524 30524 5221906 5221906 27406 27406 62029 62029 219733 219733 459071 458029 1042 83823 83823 112113 112113 103214 103214 MEDICAL/PROGRAM SUPPLIE 3015971 3015971 MISCELLANEOUS EXPENSE 228008 228008 REPAIRS AND MAINTENANCE 172650 172650 LICENSES AND REGISTRATI 68439 68439 17749 16698 1051 16068096 14895532 1172564 0 718610 1122026 462775 503866 6005 6005 69398 29601 7074893 881525 1361770 6193368 7593734 9283665 10212292 17138531 2493967 3198391 586097 0 476626 3689120 3556690 6887511 X 6655602 10251020 6655602 10251020 10212292 17138531 2124024 1471394 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739573 739573 76959 25814 51145 556058 372669 183389 5702303 483042 5219261 6193368 DUE TO AFFILIATES 356313 LONG TERM DEBT 3332807 3689120 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 2024 AND 2023. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 0 492511 0 0 0 0 0 44923 0 3977 0 541411 0 0 AIMEE REIMANN COO 0 331339 0 0 0 0 0 42990 0 10170 0 384499 0 0 DAVID E RODDY MEDICAL DIRECTOR 288975 0 0 0 0 0 31169 0 0 0 320144 0 0 0 TAMMY JONES CFO 0 214891 0 0 0 0 0 24779 0 8931 0 248601 0 0 THOMAS CHANG SR. DIR. HOME/COMM. BASED 192021 0 0 0 0 0 26122 0 15968 0 234111 0 0 0 THOMAS J CALOGERO III STAFF PHYSICIAN 192319 0 0 0 0 0 16769 0 82 0 209170 0 0 0 PART I, LINE 3 CEMO WAGE SURVEY IS CONDUCTED AND EVERYAGE'S 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 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 EVERYAGE'S 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 STATEMENTSS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 58,879. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,879. SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 25,713. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,713. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 5,112,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,112,831. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 24,483. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,483. 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 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 1 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 1 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0