2026-08-13T15:02:16-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 274450562 CAROLINA SENIORCARE CARO 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT & CEO OF RELATED ORG 8284658019 2026-08-13 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-13 2024 2025-03-06 01:10:19Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 20867038 0 X WWW.CAROLINASENIORCARE.ORG X 2011 NC A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 16 16 108 16 0 0 7611 100099 17337722 20330024 253538 429646 593249 7269 18192120 20867038 0 0 0 0 5091730 5557973 0 0 0 10976366 13598049 16068096 19156022 2124024 1711016 17138531 21655077 6887511 9287333 10251020 12367744 X A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 0 0 17671622 0 20330024 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. (CONTINUED ON SCHEDULE O)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. 17671622 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 1 145 0 1 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 LEAONARD AVE NEWTON NC 28658 BRAD THIE CHAIR 0.20 2.30 X X 0 0 0 MARGIE WILEY 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 CHUCK ERDMAN BOARD MEMBER 0.20 1.30 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 PARKER HOWELL BOARD MEMBER/PAST CHAIR 0.20 1.30 X 0 0 0 LAMONT MADDOX BOARD MEMBER 0.20 1.30 X 0 0 0 HUNTER MARCH BOARD MEMBER 0.20 1.30 X 0 0 0 SHANE SMITH BOARD MEMBER 0.20 1.30 X 0 0 0 JODY STREET BOARD MEMBER 0.20 1.30 X 0 0 0 CORY TOBIN BOARD MEMBER 0.20 1.30 X 0 0 0 KATHY WOOD BOARD MEMBER 0.20 1.30 X 0 0 0 LEE SYRIA PRESIDENT AND CEO 0.20 39.80 X 0 553900 48557 AIMEE REIMANN COO 0.20 39.80 X 0 363238 52185 TAMMY JONES CFO 0.20 39.20 X 0 278696 33552 THOMAS CHANG SR. DIR. HOME/COMM. BASED 40.00 0.00 X 0 205525 44225 SARAH ABERNETHY ASSISTANT SECRETARY 0.20 39.80 X 0 90743 9505 DAIVID E RODDY DR MEDICAL DIRECTOR 40.00 0.00 X 299846 0 31707 THOMAS J CALOGERO III STAFF PHYSICIAN 40.00 0.00 X 133831 0 17025 433677 1492102 236756 4 0 1 0 SOUTHERN PHARMACY SERVICES 1029 E MOUNTAIN STREET KERNERSVILLE NC 27284 MEDICAL SUPPLIES/PHARMACY 2709438 PIEDMONT CROSSING 100 LEONARD AVE NEWTON NC 28658 SERVICES FOR PARTICIPANTS 839824 DAVIDSON HEALTH & REHAB CENTER LLC 4748 OLD SALISBURY RD LEXINGTON NC 27295 SENIOR REHABILITATION SERVICES 654543 LEXINGTON MEDICAL CENTER PO BOX 1817 LEXINGTON NC 27293 MEDICAL SPECIALTY SERVICES 501566 PALMETTO BUS SALES BUS SALES PO BOX 2898 WEST COLUMBIA SC 29171 BUS PURCHASE TO TRANSPORT RESIDENTS 275810 15 99 100000 100099 PACE SERVICE FEES 624100 20330024 20330024 20330024 289749 289749 139147 750 0 0 139147 750 139897 139897 EMPLOYEE MEALS 900099 4960 4960 RAW FOOD REBATE 900099 2309 2309 7269 20867038 20330024 0 436915 X 331553 331553 4190928 3806890 384038 53277 53277 656644 656644 325571 325571 864083 864083 1648 1648 30132 30132 6541807 6541807 44368 44368 83492 83492 282779 282779 501648 472270 29378 107063 107063 1090 1090 173445 173445 112799 112799 MEDICAL/PROGRAM SUPPLIE 3571212 3571212 MISCELLANEOUS EXPENSE 986098 984422 1676 REPAIRS AND MAINTENANCE 199003 199003 LICENSES AND REGISTRATI 70927 70927 26455 26455 19156022 17671622 1484400 0 1122026 2815253 503866 459745 6005 9513 29601 35884 9482350 1047390 6193368 8434960 9283665 9899722 17138531 21655077 3198391 2484322 375000 3689120 6428011 6887511 9287333 X 10251020 12367744 10251020 12367744 17138531 21655077 1711016 405708 0 X X 0 1 X 1 0 X PART I, LINE 3 ALTHOUGH THE ORGANIZATION IS CLASSIFIED AS A PUBLIC CHARITY DESCRIBED IN IRC 170(B)(1)(A)(III), IT DOES NOT OPERATE, AND IS NOT REQUIRED TO BE LICENSED, REGISTERED, OR OTHERWISE RECOGNIZED BY ANY STATE AS, A HOSPITAL FACILITY. ACCORDINGLY, THE ORGANIZATION IS NOT A HOSPITAL ORGANIZATION REQUIRED TO COMPLETE AND FILE SCHEDULE H (FORM 990), HOSPITALS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 739573 739573 6595809 84032 6511777 2115138 963358 1151780 31830 31830 8434960 DUE TO AFFILIATES 752390 LONG TERM DEBT 5675621 6428011 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 2025 AND 2024. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 0 553900 0 0 0 0 0 43933 0 4624 0 602457 0 0 AIMEE REIMANN COO 0 363238 0 0 0 0 0 41552 0 10633 0 415423 0 0 DAIVID E RODDY DR MEDICAL DIRECTOR 299846 0 0 0 0 0 31707 0 0 0 331553 0 0 0 TAMMY JONES CFO 0 278696 0 0 0 0 0 10840 0 22712 0 312248 0 0 THOMAS CHANG SR. DIR. HOME/COMM. BASED 0 205525 0 0 0 0 0 26332 0 17893 0 249750 0 0 THOMAS J CALOGERO III STAFF PHYSICIAN 133831 0 0 0 0 0 15243 0 1782 0 150856 0 0 0 PART I, LINE 3 OFFICER COMPENSATION IS DETERMINED AND PAID BY EVERYAGE, A RELATED PUBLIC CHARITY. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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. THE ORGANIZATION ENFORCES ITS CONFLICT-OF-INTEREST POLICY THROUGH ANNUAL CERTIFICATIONS, ONGOING OVERSIGHT, AND A STRUCTURED REPORTING SYSTEM. ALL AGENTS MUST DISCLOSE POTENTIAL CONFLICTS ANNUALLY AND UPON ONBOARDING. THE COMPLIANCE OFFICER OVERSEES PERIODIC AUDITS AND INVESTIGATES REPORTS OF MISCONDUCT, WHICH MAY RESULT IN DISCIPLINARY ACTION. STAFF CAN REPORT CONCERNS CONFIDENTIALLY VIA THE INTEGRITY HOTLINE. THE POLICY IS REVIEWED ANNUALLY AND UPDATED AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15 OFFICER COMPENSATION IS DETERMINED AND PAID BY EVERYAGE, A RELATED PUBLIC CHARITY. 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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 SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 13,852. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,852. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 26,911. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,911. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 68,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,085. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 6,432,959. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,432,959. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 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 0 1 0 0 1 0 0 0