2026-08-12T15:40:57-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 562133316 NEW BERN OLDER ADULT HOUSING INCORPORATED NEWB 2526383517 3800 LOFLAND WAY NEW BERN NC 28562 LEE SYRIA PRESIDENT & CEO OF EVERYAGE 2526383517 2026-08-11 1 1 KATHERINE A WARLICK P02065266 7049985200 2026-08-11 2024 2025-03-06 01:10:19Z NOAH APARTMENTS LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 478249 0 X WWW.EVERYAGE.ORG X 1999 NC TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN NEW BERN, NORTH CAROLINA. 9 9 0 25 0 0 248001 309546 155672 162796 -1011 1519 10207 3415 412869 477276 0 0 0 0 0 0 0 0 0 524325 463527 524325 463527 -111456 13749 1268893 1316944 344876 379178 924017 937766 TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN NEW BERN, NORTH CAROLINA. 0 0 403277 166211 THE ORGANIZATION OPERATES A 37-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN NEW BERN, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. 403277 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 7 0 1 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 CORY TOBIN CHAIR 0.25 0.75 X X 0 0 0 JESSE CLANTON DIRECTOR 0.25 0.75 X 0 0 0 TERESA COOPER DIRECTOR 0.25 0.75 X 0 0 0 LARRY COVINGTON DIRECTOR 0.25 0.75 X 0 0 0 WALTER HOFFMAN DIRECTOR 0.25 0.75 X 0 0 0 DORA IRVING-JONES DIRECTOR 0.25 0.75 X 0 0 0 MICHELLE POOLER DIRECTOR 0.25 0.75 X 0 0 0 VICTOR TAYLOR DIRECTOR 0.25 0.75 X 0 0 0 LISA WARD DIRECTOR 0.25 0.75 X 0 0 0 LEE SYRIA PRESIDENT/CEO 0.25 39.75 X 0 553900 48557 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0.25 39.75 X 0 164587 16333 TAMMY JONES CFO 0.25 39.75 X 0 278696 47067 0 997183 111957 0 0 1 0 0 306496 3050 309546 RENTAL REVENUE 531110 162796 162796 162796 2492 2492 973 -973 -973 -973 LAUNDRY AND VENDING RE 812300 3415 3415 3415 477276 166211 0 1519 37184 37184 14860 14860 13114 4908 8206 119871 119871 2436 2436 1230 1230 76010 76010 15147 15147 PAYROLL REIMBURSEMENT 122058 122058 EMPLOYEE BENEFITS REIMB 56586 56586 MISCELLANEOUS EXPENSES 4230 4230 DUES 801 801 463527 403277 60250 0 3732 14507 66285 94672 1680 77214 2945 5973 2888715 1778088 1182057 1110627 12194 13951 1268893 1316944 216582 247442 0 1465 128294 130271 344876 379178 X 924017 937766 924017 937766 1268893 1316944 13749 0 X 0 1 X 0 1 1 X 227591 248071 246290 248001 309546 1279499 133432 134675 140838 165879 166211 741035 361023 382746 387128 413880 475757 2020534 0 0 0 2020534 32 44 104 829 2492 3501 32 44 104 829 2492 3501 361055 382790 387232 414709 478249 2024035 0.99830 0.99940 0.00170 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90156 90156 2549211 1535388 1013823 143500 141240 2260 105848 101460 4388 1110627 TENANT SECURITY DEPOSITS 13951 ADVANCES FROM AFFILIATES 116100 TENANT ACCOUNT RECEIVABLE 220 130271 X 478249 0 478249 -973 -973 477276 464500 973 973 463527 0 463527 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT CLASIFIED AS A PRIVATE FOUNDATION. IT IS THE CORPORATION'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 FISCAL YEAR 2025. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET -973. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET 973. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT/CEO 0 553900 0 0 0 0 0 43933 0 4624 0 602457 0 0 TAMMY JONES CFO 0 278696 0 0 0 0 0 36227 0 10840 0 325763 0 0 JEANNETTE BRECKENRIDGE DIRECTOR OF HOUSING SERVICES 0 164587 0 0 0 0 0 15784 0 549 0 180920 0 0 PART I, LINE 3 OFFICERS ARE EMPLOYED BY EVERYAGE, A RELATED EXEMPT ORGANIZATION. 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, A RELATED PUBLIC CHARITY. 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 CONDUCTEDBY EVERYAGE, A RELATED EXEMPT ORGANIZATION, 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 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 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 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 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0