2026-08-13T14:13:52-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 566056582 EVERYAGE EVER 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT AND CEO 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 84192907 0 X WWW.EVERYAGE.ORG X 1961 NC A CHRISTIAN MINISTRY COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS. 18 18 1123 137 6660 0 419553 610149 49304754 74842053 3562110 3357912 3994167 5368230 57280584 84178344 208398 208577 0 0 32292762 46038665 0 0 0 20439731 36807580 52940891 83054822 4339693 1123522 181879414 251196549 123904496 187040750 57974918 64155799 X A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH, AND COMPASSIONATE SERVICES. 1 0 58211854 208577 79019637 EVERYAGE OWNS AND OPERATES CONTINUING CARE RETIREMENT COMMUNITIES IN NEWTON ("ABERNETHY LAURELS"), THOMASVILLE ("PIEDMONT CROSSING"), AND HIGH POINT ("PROVIDENCE PLACE"), NORTH CAROLINA, CONSISTING OF RESIDENTIAL LIVING UNITS, ASSISTED LIVING UNITS, AND NURSING FACILITIES PROVIDING ADULT CARE AND INTERMEDIATE AND SKILLED NURSING CARE.BELLAAGE, A 95-UNIT INDEPENDENT LIVING RENTAL COMMUNITY, OPENED IN APRIL 2025. 58211854 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 106 0 1 1123 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 X TAMMY JONES 8284658007 100 LEONARD AVENUE NEWTON NC 28658 BRAD THIE CHAIR 1.00 2.00 X X 0 0 0 MARGIE WILEY VICE CHAIR 1.00 1.00 X X 0 0 0 GREGORY ALCORN SECRETARY 1.00 2.00 X X 0 0 0 PARKER HOWELL PAST CHAIR 1.00 2.00 X X 0 0 0 JULIUS ABERNETHY BOARD MEMBER 1.00 1.00 X 0 0 0 LARRY BOLICK BOARD MEMBER 1.00 2.00 X 0 0 0 ANTHONY BRANCH BOARD MEMBER 1.00 1.00 X 0 0 0 CHARLES ERDMAN BOARD MEMBER 1.00 1.00 X 0 0 0 JEFF GILLIAM BOARD MEMBER 1.00 1.00 X 0 0 0 ALLEN GRAY BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELLE HORTON BOARD MEMBER 1.00 0.00 X 0 0 0 LAMONT MADDOX BOARD MEMBER 1.00 1.00 X 0 0 0 HUNTER MARCH BOARD MEMBER 1.00 1.00 X 0 0 0 SHANE SMITH BOARD MEMBER 1.00 1.00 X 0 0 0 JODY STREET BOARD MEMBER 1.00 1.00 X 0 0 0 DIANA SULLIVAN BOARD MEMBER 1.00 1.00 X 0 0 0 CORY TOBIN BOARD MEMBER 1.00 1.00 X 0 0 0 KATHY WOOD BOARD MEMBER 1.00 1.00 X 0 0 0 LEE SYRIA PRESIDENT AND CEO 38.00 2.00 X 553900 0 48557 SARA ABERNETHY ASSISTANT SECRETARY 39.00 1.00 X 90743 0 9505 TAMMY JONES CFO 38.00 3.00 X 278696 0 47067 AIMEE REIMANN COO 38.00 2.00 X 363238 0 52185 AMBER MCINTOSH EXECUTIVE DIRECTOR 40.00 0.00 X 246042 0 42617 DOUGLAS RUSSELL EXECUTIVE DIRECTOR 40.00 0.00 X 217480 0 25731 CATHY COOPER CHIEF HR OFFICER 40.00 0.00 X 278736 0 39729 MICHELLE ROSEMAN CHIEF QUALITY & COMPLIANCE OFFICER 40.00 0.00 X 260080 0 37560 JOHN LAREW DIRECTOR OF INFORMATION TECHNOLOGY 40.00 0.00 X 248955 0 25839 KIMBERLY KILDAY CHIEF MARKETING OFFICER 40.00 0.00 X 205947 0 27895 JOEL SHAW VP OF FACILITIES MANAGEMENT 40.00 0.00 X 204208 0 41515 2948025 0 398200 35 0 1 0 MARCUS Z HAYDEN 273 GRADY BERRIER LANE LINWOOD NC 27299 REPAIR & PAINTING SERVICES 4544622 SOUTHERN PHARMACY SERVICES 1029 E MOUNTAIN ST KERNERSIVILLE NC 27284 PHARMACY SERVICES 4232981 TRINITY REHAB LLC 113 S RAILROAD AVE DUNN NC 28334 THERAPY SERVICES 2652929 PARAHOME SOLUTIONS LLC PO BOX 152 THOMASVILLE NC 27361 UNIT REFURBISHMENT 299093 VAST SIGNAL BOOSTER SOLUTIONS LLC 225 MEADOWLARK LANE MOCKSVILLE NC 27028 CELL SIGNAL BOOSTING 245914 10 392999 217150 39327 610149 RESIDENT REVENUE 623000 72216604 72216604 HOME CARE 621610 2293631 2293631 331818 325158 6660 74842053 2709047 2709047 1184351 0 1184351 1184351 1184351 663063 0 14198 663063 -14198 648865 648865 365 -365 -365 MANAGEMENT FEES 541200 3526606 3526606 BUILDING LEASE -RELATE 623000 657638 657638 4184244 84178344 79019637 6660 4541898 208577 208577 1975761 493940 1481821 36512205 32225425 4286780 892999 892999 3906351 3901351 5000 2751349 2751349 62181 11674 50507 125687 125687 303488 303488 4420153 4297884 122269 206129 206129 525116 117203 407913 1181520 181444 1000076 4101393 3492089 609304 178435 90077 88358 5059072 5059072 8541589 8541589 1511395 1511395 SUPPLIES 4962648 4951799 10849 FOOD 2550567 2550567 REPAIRS AND MAINTENANCE 1951758 1805567 146191 CONTINUING EDUCATION/LI 359243 70817 288426 767206 169092 598114 83054822 58211854 24842968 0 1560394 7597178 3998916 13085534 110968 187213 289163 419638 221917405 95045765 88763784 126871640 75400137 81108952 1441432 1670488 0 11712812 10314620 8543094 181879414 251196549 9944957 9846859 20963821 24069015 40744569 79013319 46657863 68883980 5593286 5227577 123904496 187040750 X 57974918 64155799 57974918 64155799 181879414 251196549 X 1123522 4036893 1020466 X X 0 1 X 1 0 X 282344 638422 2470519 419553 610149 4420987 40969025 41834950 46833347 49304754 74835393 253777469 41251369 42473372 49303866 49724307 75445542 258198456 0 0 0 258198456 1700559 2227796 2448326 2647233 3893398 12917312 1700559 2227796 2448326 2647233 3893398 12917312 453 7935 10764 8914 6660 34726 4017902 2762647 3769897 3981593 4184244 18716283 46970283 47471750 55532853 56362047 83529844 289866777 0.89070 0.88500 0.04460 0.04410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 1 0 0 0 PART II-B, LINE 1, LOBBYING ACTIVITIES EVERYAGE JOINED TOGETHER WITH NORTH CAROLINA HEALTH CARE FACILITIES ASSOCIATION, AMERICAN HEALTH CARE ASSOCIATION, LEADING AGE NATIONAL, LEADING AGE NORTHCAROLINA, NATIONAL PACE ASSOCIATION, AND NORTH CAROLINA PACE ASSOCIATION TO PERSUADE THE GENERAL PUBLIC TO VOTE FOR ISSUES AFFECTING EVERYAGE AND OUR INDUSTRY. NOEXPENSES WERE INCURRED FOR FISCAL YEAR ENDING 09/30/2025. 16379882 16379882 179541348 80084709 99456639 14237815 8158276 6079539 11758360 6802780 4955580 126871640 REFUNDABLE ADVANCE FEES 5227577 5227577 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. 1 BENEVOLENT ASSISTANCE. 3 208577 PART I, LINE 2: THE BENEVOLENT ASSISTANCE FUNDS ARE MANAGED BY THE ORGANIZATION'S FINANCE PERSONNEL TO COVER THE EXPENSES OF INDIGENT RESIDENTS. THE ASSISTANCE IS DISBURSED ON AN AS NEEDED CASE BY CASE BASIS. X X X X X 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 553900 0 0 0 0 0 43933 0 4624 0 602457 0 0 0 AIMEE REIMANN COO 363238 0 0 0 0 0 41552 0 10633 0 415423 0 0 0 TAMMY JONES CFO 278696 0 0 0 0 0 36227 0 10840 0 325763 0 0 0 CATHY COOPER CHIEF HR OFFICER 278736 0 0 0 0 0 34471 0 5258 0 318465 0 0 0 MICHELLE ROSEMAN CHIEF QUALITY & COMPLIANCE OFFICER 260080 0 0 0 0 0 35095 0 2465 0 297640 0 0 0 AMBER MCINTOSH EXECUTIVE DIRECTOR 246042 0 0 0 0 0 35567 0 7050 0 288659 0 0 0 JOHN LAREW DIRECTOR OF INFORMATION TECHNOLOGY 248955 0 0 0 0 0 22443 0 3396 0 274794 0 0 0 JOEL SHAW VP OF FACILITIES MANAGEMENT 204208 0 0 0 0 0 30604 0 10911 0 245723 0 0 0 DOUGLAS RUSSELL EXECUTIVE DIRECTOR 217480 0 0 0 0 0 22222 0 3509 0 243211 0 0 0 KIMBERLY KILDAY CHIEF MARKETING OFFICER 205947 0 0 0 0 0 22771 0 5124 0 233842 0 0 0 A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65820YSQ0 2021-10-14 24959487 TO REFUND 2017A AND 2017B AND TO FUND NEW PROJECTS. 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2022-11-01 3835000 REFUND OF SERIES 2021B TAXABLE BONDS 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2023-06-06 28630000 TO REFUND SERIES 2021C TAXABLE BONDS 0 0 0 D NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2023-05-18 31960000 RETIREMENT FACILITIES 0 0 0 A 24972306 618456 460835 4103015 19805988 2021 1 0 1 1 B 665000 3835000 3835000 0 1 1 1 C 1540000 28630000 28630000 0 1 1 1 D 31960000 2416354 514935 19456201 31445065 2025 0 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 1 TRUIST BANK 13.900000000000 0 0 0 0 1 C 0 1 0 0 1 1 TRUIST BANK 12.300000000000 0 0 0 0 1 D 0 0 0 1 0 1 THE HUNTINGTON NATIONAL BANK 4.600000000000 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: NORTH CAROLINA MEDICAL CARE COMMISSION DATE THE REBATE COMPUTATION WAS PERFORMED: 05/18/2024 SCHEDULE K, PART II, LINE 3A TOTAL PROCEEDS OF ISSUE FOR THE 2021 BOND REPORTED IN COLUMN A INCLUDES INVESTMENT EARNINGS OF $3,169 ON THE PROCEEDS HELD IN RESERVE FUNDS. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2024-09-03 17785000 REFUND EXISTING 2021D TAXABLE BONDS 0 0 0 A 110000 17785000 17785000 0 1 0 0 A 0 0 0 0 0 0 1 A 0 0 0 1 1 1 TRUIST BANK 11.100000000000 0 0 0 0 1 A 1 X 2 39327 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 ACQUIRED PROVIDENCE PLACE, PPRC PAVILION, AND PPRC HALL ON 10-1-2024, BELLAAGE BEGAN OPERATIONS IN APRIL 2025. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 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. EVERYAGE 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 THE EXECUTIVE COMMITTEE OF THE BOARD IS THE BODY WHICH SERVES AS THE COMPENSATION COMMITTEE. THE EXECUTIVE COMMITTEE MINUTES REFLECT THAT PROPOSED BUDGETED COMPENSATION WAS APPROVED BY THE COMMITTEE. AN INDEPENDENT OUTSIDE FIRM CONDUCTS AN EXECUTIVE COMPENSATION STUDY EVERY 3-5 YEARS AND REPORTS THEIR FINDINGS DIRECTLY TO THE COMMITTEE. (LAST STUDY WAS DONE IN 2025). THE BOARD CHAIR UPDATES THE FULL BOARD ABOUT THE CEO'S COMPENSATION AT A SUBSEQUENT MEETING DURING EXECUTIVE SESSION WITHOUT THEPRESENCE OF THE CEO OR STAFF MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENTS 1,020,466. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. BELLAAGE HICKORY 22 S CENTER STREET HICKORY NC 28602 AGE-RESTRICTED APARTMENT FACILITY NC 260107 31566982 EVERYAGE PROVIDENCE PLACE LLC 100 LEONARD AVENUE NEWTON NC 286589649 CONTINUING CARE RETIREMENT COMMUNITY NC 23482954 37586218 EVERYAGE PPRC PAVILION LLC 100 LEONARD AVENUE NEWTON NC 286589649 REAL ESTATE ACQUISITION NC 771739 5923136 EVERYAGE PPRC HALL LLC 100 LEONARD AVENUE NEWTON NC 286589649 REAL ESTATE ACQUISITION NC 135833 4488036 EVERYAGE 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 1 STATESVILLE ELDERLY HOUSING INC 700 WILS WAY STATESVILLE NC 28677 562192096 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 1 CAROLINA SENIOR LIVING 900A EAST CENTER STREET LEXINGTON NC 27292 454956541 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 1 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 1 EA HOLDING 100 LEONARD AVENUE NEWTON NC 28658 871707614 SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE NC 501(C)(3) LINE 12B, II EVERYAGE 1 LAKE PRINCE CENTER 100 LEONARD AVENUE NEWTON NC 28658 562151716 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 EVERYAGE 1 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 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 1 0 0 1 1 1 0 0 0 0 1 0 1 1 0 1 0 0 0 0 ALBEMARLE OLDER ADULT HOUSING INC O 99394 ALBEMARLE OLDER ADULT HOUSING INC D 96326 CAROLINA SENIOR LIVING O 85074 CAROLINA SENIORCARE D 759459 CAROLINA SENIORCARE O 5005743 CAROLINA SENIORCARE J 344604 CAROLINA SENIORCARE L 1248121 LAKE PRINCE CENTER E 4607681 LAKE PRINCE CENTER L 1100374 LAKE PRINCE CENTER O 8042298 NEW BERN OLDER ADULT HOUSING INCORPORATED O 139815 NEW BERN OLDER ADULT HOUSING INCORPORATED D 229576 STATESVILLE ELDERLY HOUSING INCORPORATED O 114385 EVERYAGE FOUNDATION C 392904 EVERYAGE FOUNDATION D 4026960 EVERYAGE FOUNDATION O 287162 ELDERHAUS INC O 5223362 ELDERHAUS INC E 246022 ELDERHAUS INC L 964703 ELDERHAUS INC J 313034