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Nonprofiteer
← CAROLINA SENIORCARE

Form 990 for tax year 2024

Filed by CAROLINA SENIORCARE.

Totals

Total revenue
$20,867,038
Total expenses
$19,156,022
Contributions and grants received
$100,099
Grants paid
$0
Program service revenue
$20,330,024
Investment income
$429,646
Other revenue
$7,269
Total assets, end of year
$21,655,077
Total liabilities, end of year
$9,287,333
Net assets or fund balances, end of year
$12,367,744
Program services expenses (Part IX)
$17,671,622
Management and general expenses
$1,484,400
Fundraising expenses
$0
Program service expenses (Part III)
$17,671,622

Program services were 92.3% 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.

  • 1d · Related organizations

    $99

  • 1f · All other contributions, gifts and grants

    $100,000

  • 2a · Program service revenue: PACE SERVICE FEES

    total $20,330,024 · related or exempt $20,330,024

  • 3 · Investment income

    total $289,749 · excluded $289,749

  • 7a · Gross sales of assets other than inventory

    securities $139,147 · other assets $750

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $139,147 · other assets $750

  • 7d · Net gain or loss

    total $139,897 · excluded $139,897

  • 11a · Other revenue: EMPLOYEE MEALS

    total $4,960 · excluded $4,960

  • 11b · Other revenue: RAW FOOD REBATE

    total $2,309 · excluded $2,309

  • 11e · Other revenue, total

    $7,269

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $331,553 · program services $331,553

  • 7 · Other salaries and wages

    total $4,190,928 · program services $3,806,890 · management and general $384,038

  • 8 · Pension plan contributions

    total $53,277 · program services $53,277

  • 9 · Other employee benefits

    total $656,644 · program services $656,644

  • 10 · Payroll taxes

    total $325,571 · program services $325,571

  • 11a · Fees: management

    total $864,083 · management and general $864,083

  • 11b · Fees: legal

    total $1,648 · management and general $1,648

  • 11f · Fees: investment management

    total $30,132 · management and general $30,132

  • 11g · Fees: other

    total $6,541,807 · program services $6,541,807

  • 12 · Advertising and promotion

    total $44,368 · program services $44,368

  • 13 · Office expenses

    total $83,492 · program services $83,492

  • 14 · Information technology

    total $282,779 · program services $282,779

  • 16 · Occupancy

    total $501,648 · program services $472,270 · management and general $29,378

  • 17 · Travel

    total $107,063 · program services $107,063

  • 19 · Conferences, conventions and meetings

    total $1,090 · program services $1,090

  • 22 · Depreciation, depletion and amortization

    total $173,445 · management and general $173,445

  • 23 · Insurance

    total $112,799 · program services $112,799

  • 24a · Other expenses: MEDICAL/PROGRAM SUPPLIE

    total $3,571,212 · program services $3,571,212

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $986,098 · program services $984,422 · management and general $1,676

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $199,003 · program services $199,003

  • 24d · Other expenses: LICENSES AND REGISTRATI

    total $70,927 · program services $70,927

  • 24e · All other expenses

    total $26,455 · program services $26,455

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,122,026 · end of year $2,815,253

  • 4 · Accounts receivable

    beginning of year $503,866 · end of year $459,745

  • 8 · Inventories for sale or use

    beginning of year $6,005 · end of year $9,513

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,601 · end of year $35,884

  • 10a · Land, buildings and equipment: cost or other basis

    $9,482,350

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,047,390

  • 10c · Land, buildings and equipment, net

    beginning of year $6,193,368 · end of year $8,434,960

  • 11 · Investments: publicly traded securities

    beginning of year $9,283,665 · end of year $9,899,722

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,198,391 · end of year $2,484,322

  • 23 · Secured mortgages and notes payable

    end of year $375,000

  • 25 · Other liabilities

    beginning of year $3,689,120 · end of year $6,428,011

  • 27 · Net assets without donor restrictions

    beginning of year $10,251,020 · end of year $12,367,744

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

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

  • 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.

    Expenses $17,671,622 · Revenue $20,330,024

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRAD THIE

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 2.3 related

  • MARGIE WILEY

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 2.3 related

  • GREGORY ALCORN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 2.3 related

  • JULIUS ABERNETHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • LARRY BOLICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2.3 related

  • ANTHONY BRANCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • CHUCK ERDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • JEFF GILLIAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • ALLEN GRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • PARKER HOWELL

    BOARD MEMBER/PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • LAMONT MADDOX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • HUNTER MARCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • SHANE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • JODY STREET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • CORY TOBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • KATHY WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • LEE SYRIA

    PRESIDENT AND CEO

    Total calculated
    $602,457
    From this org
    $0
    From related orgs
    $553,900
    Other
    $48,557
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,900 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $43,933 related
    Nontaxable benefits
    $0 + $4,624 related
    Filer's total
    $0 + $602,457 related

  • AIMEE REIMANN

    COO

    Total calculated
    $415,423
    From this org
    $0
    From related orgs
    $363,238
    Other
    $52,185
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,238 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,552 related
    Nontaxable benefits
    $0 + $10,633 related
    Filer's total
    $0 + $415,423 related

  • TAMMY JONES

    CFO

    Total calculated
    $312,248
    From this org
    $0
    From related orgs
    $278,696
    Other
    $33,552
    Hours/week
    0.2 + 39.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,696 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,840 related
    Nontaxable benefits
    $0 + $22,712 related
    Filer's total
    $0 + $312,248 related

  • THOMAS CHANG

    SR. DIR. HOME/COMM. BASED

    Total calculated
    $249,750
    From this org
    $0
    From related orgs
    $205,525
    Other
    $44,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $205,525 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,332 related
    Nontaxable benefits
    $0 + $17,893 related
    Filer's total
    $0 + $249,750 related

  • SARAH ABERNETHY

    ASSISTANT SECRETARY

    Total calculated
    $100,248
    From this org
    $0
    From related orgs
    $90,743
    Other
    $9,505
    Hours/week
    0.2 + 39.8 related

  • DAIVID E RODDY DR

    MEDICAL DIRECTOR

    Total calculated
    $331,553
    From this org
    $299,846
    From related orgs
    $0
    Other
    $31,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,846
    Bonus
    $0
    Other
    $0
    Deferred
    $31,707
    Nontaxable benefits
    $0
    Filer's total
    $331,553

  • THOMAS J CALOGERO III

    STAFF PHYSICIAN

    Total calculated
    $150,856
    From this org
    $133,831
    From related orgs
    $0
    Other
    $17,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,831
    Bonus
    $0
    Other
    $0
    Deferred
    $15,243
    Nontaxable benefits
    $1,782
    Filer's total
    $150,856

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

None.

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
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.

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

No itemized grants to organizations 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

  • EVERYAGE FOUNDATION

    501(C)(3) · FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE · 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 · controlled entity

    Directly controlled by CAROLINA SENIORCARE

  • 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
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202632259349301833

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