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← EVERYAGE FOUNDATION

Form 990 for tax year 2022

Filed by EVERYAGE FOUNDATION.

Totals

Total revenue
$1,132,111
Total expenses
$626,937
Contributions and grants received
$1,038,380
Grants paid
$292,154
Program service revenue
$0
Investment income
$104,021
Other revenue
-$10,290
Total assets, end of year
$12,594,554
Total liabilities, end of year
$3,726,971
Net assets or fund balances, end of year
$8,867,583
Program services expenses (Part IX)
$365,962
Management and general expenses
$260,975
Fundraising expenses
$0
Program service expenses (Part III)
$365,962

Program services were 58.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $85,193

  • 1f · All other contributions, gifts and grants

    $953,187

  • 1g · Noncash contributions included above

    $101,845

  • 3 · Investment income

    total $315,273 · excluded $315,273

  • 7a · Gross sales of assets other than inventory

    securities $920,046

  • 7b · Less cost or other basis and sales expenses

    securities $1,131,298

  • 7c · Gain or loss

    securities -$211,252

  • 7d · Net gain or loss

    total -$211,252 · excluded -$211,252

  • 8a · Fundraising events: gross income

    $8,296

  • 8a · Fundraising events: contributions included on line 1c

    $85,193

  • 8b · Fundraising events: direct expenses

    $18,586

  • 8c · Net income from fundraising events

    total -$10,290 · excluded -$10,290

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $292,154 · program services $292,154

  • 5 · Compensation of officers, directors and key employees

    total $210,387 · program services $20,548 · management and general $189,839

  • 8 · Pension plan contributions

    total $21,396 · program services $21,396

  • 9 · Other employee benefits

    total $14,675 · program services $14,675

  • 10 · Payroll taxes

    total $17,189 · program services $17,189

  • 11b · Fees: legal

    total $1,581 · management and general $1,581

  • 11f · Fees: investment management

    total $34,235 · management and general $34,235

  • 12 · Advertising and promotion

    total $4,000 · management and general $4,000

  • 13 · Office expenses

    total $3,718 · management and general $3,718

  • 14 · Information technology

    total $9,168 · management and general $9,168

  • 17 · Travel

    total $8,165 · management and general $8,165

  • 24a · Other expenses: DONOR RELATIONS

    total $5,304 · management and general $5,304

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $3,789 · management and general $3,789

  • 24c · Other expenses: BANK CHARGES

    total $1,176 · management and general $1,176

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,398,170 · end of year $1,714,994

  • 4 · Accounts receivable

    beginning of year $269,480 · end of year $182,743

  • 9 · Prepaid expenses and deferred charges

    end of year $3,500

  • 11 · Investments: publicly traded securities

    beginning of year $9,610,519 · end of year $10,693,317

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,191 · end of year $56,796

  • 25 · Other liabilities

    beginning of year $3,453,487 · end of year $3,670,175

  • 27 · Net assets without donor restrictions

    beginning of year -$61,048 · end of year $710,423

  • 28 · Net assets with donor restrictions

    beginning of year $7,836,539 · end of year $8,157,160

Mission and programs · 2022

Mission

A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES.

  • EVERYAGE FOUNDATION HOLDS AND SAFEGUARDS ASSETS OF ITS SUPPORTED ORGANIZATIONS, EVERYAGE, LAKE PRINCE CENTER, AND CAROLINA SENIORCARE. THE FOUNDATION RAISES FUNDS THROUGH SOLICITATION AND MAKES GRANTS ON AN AS-NEEDED BASIS TO ITS SUPPORTED ORGANIZATIONS. THE MAJORITY OF THESE GRANTS PROVIDE BENEVOLENT FUNDS TO ASSIST EVERYAGE RESIDENTS WHO OTHERWISE LACK THE FINANCIAL RESOURCES TO PAY THE COSTS OF RESIDENCY AND CARE. THE FOUNDATION ALSO PROVIDES GRANTS TO LAKE PRINCE CENTER, CAROLINA SENIORCARE, AND ELDERHAUS TO SUPPORT THEIR ONGOING PROGRAMS.

    Expenses $365,962 · Grants $292,154

As filed on the 2022 return.

Listed in Part VII

  • LEE SYRIA

    PRESIDENT AND CEO

    Total calculated
    $479,561
    From this org
    $0
    From related orgs
    $434,680
    Other
    $44,881
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,680 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,000 related
    Nontaxable benefits
    $0 + $3,881 related
    Filer's total
    $0 + $479,561 related

  • LARRY BOLICK

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • LEROY HOWELL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • MELVA COOPER

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • JOE BEAMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • BEVERLY LANZER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • HENRY SIMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRAD THIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • PARKER HOWELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • RAY BLAUM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BARBARA ELLINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOANNE FLICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARCIA HOFFMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TED WILSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN WHITE

    CFO (ENDED 11/2022)

    Total calculated
    $280,833
    From this org
    $0
    From related orgs
    $244,552
    Other
    $36,281
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,552 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,882 related
    Nontaxable benefits
    $0 + $13,399 related
    Filer's total
    $0 + $280,833 related

  • NANCY BEARD

    FORMER PRESIDENT (1/2023)

    Total calculated
    $203,488
    From this org
    $173,301
    From related orgs
    $0
    Other
    $30,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,301
    Bonus
    $0
    Other
    $0
    Deferred
    $25,696
    Nontaxable benefits
    $4,491
    Filer's total
    $203,488

  • THAD AUSTIN

    PRESIDENT (1/2023)

    Total calculated
    $0
    Hours/week
    40

  • TAMMY JONES

    CFO (STARTED 2/2023)

    Total calculated
    $0
    Hours/week
    0.5 + 39.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • EVERYAGE

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NC

  • ALBEMARLE OLDER ADULT HOUSING INC

    501(C)(3) · APARTMENT FACILITY FOR THE ELDERLY · NC

    Directly controlled by EVERYAGE

  • STATESVILLE ELDERLY HOUSING INC

    501(C)(3) · APARTMENT FACILITY FOR THE ELDERLY · NC

    Directly controlled by EVERYAGE

  • CAROLINA SENIOR LIVING

    501(C)(3) · APARTMENT FACILITY FOR THE ELDERLY · NC

    Directly controlled by EVERYAGE

  • EA HOLDING

    501(C)(3) · SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE · NC

    Directly controlled by EVERYAGE

  • LAKE PRINCE CENTER

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NC

    Directly controlled by EVERYAGE

  • ELDERHAUS

    501(C)(3) · PROGRAM OF DAY CARE AND HEALTH SERVICES FOR THE ELDERLY · NC

    Directly controlled by CAROLINA SENIORCARE

  • CAROLINA SENIORCARE

    501(C)(3) · PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY · NC

    Directly controlled by EVERYAGE

  • NEW BERN OLDER ADULT HOUSING

    501(C)(3) · APARTMENT FACILITY FOR THE ELDERLY · NC

    Directly controlled by EVERYAGE

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422289349302402

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