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Nonprofiteer
← EVERYAGE

Form 990 for tax year 2024

Filed by EVERYAGE.

Totals

Total revenue
$84,178,344
Total expenses
$83,054,822
Contributions and grants received
$610,149
Grants paid
$208,577
Program service revenue
$74,842,053
Investment income
$3,357,912
Other revenue
$5,368,230
Total assets, end of year
$251,196,549
Total liabilities, end of year
$187,040,750
Net assets or fund balances, end of year
$64,155,799
Program services expenses (Part IX)
$58,211,854
Management and general expenses
$24,842,968
Fundraising expenses
$0
Program service expenses (Part III)
$58,211,854

Program services were 70.1% 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

    $392,999

  • 1f · All other contributions, gifts and grants

    $217,150

  • 1g · Noncash contributions included above

    $39,327

  • 2a · Program service revenue: RESIDENT REVENUE

    total $72,216,604 · related or exempt $72,216,604

  • 2b · Program service revenue: HOME CARE

    total $2,293,631 · related or exempt $2,293,631

  • 2f · All other program service revenue

    total $331,818 · related or exempt $325,158 · unrelated business $6,660

  • 3 · Investment income

    total $2,709,047 · excluded $2,709,047

  • 6a · Gross rents

    real property $1,184,351

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,184,351

  • 6d · Net rental income or loss

    total $1,184,351 · excluded $1,184,351

  • 7a · Gross sales of assets other than inventory

    securities $663,063

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

    securities $0 · other assets $14,198

  • 7c · Gain or loss

    securities $663,063 · other assets -$14,198

  • 7d · Net gain or loss

    total $648,865 · excluded $648,865

  • 10b · Cost of goods sold

    $365

  • 10c · Net income from sales of inventory

    total -$365 · excluded -$365

  • 11a · Other revenue: MANAGEMENT FEES

    total $3,526,606 · related or exempt $3,526,606

  • 11b · Other revenue: BUILDING LEASE -RELATE

    total $657,638 · related or exempt $657,638

  • 11e · Other revenue, total

    $4,184,244

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $208,577 · program services $208,577

  • 5 · Compensation of officers, directors and key employees

    total $1,975,761 · program services $493,940 · management and general $1,481,821

  • 7 · Other salaries and wages

    total $36,512,205 · program services $32,225,425 · management and general $4,286,780

  • 8 · Pension plan contributions

    total $892,999 · program services $892,999

  • 9 · Other employee benefits

    total $3,906,351 · program services $3,901,351 · management and general $5,000

  • 10 · Payroll taxes

    total $2,751,349 · program services $2,751,349

  • 11b · Fees: legal

    total $62,181 · program services $11,674 · management and general $50,507

  • 11c · Fees: accounting

    total $125,687 · management and general $125,687

  • 11f · Fees: investment management

    total $303,488 · management and general $303,488

  • 11g · Fees: other

    total $4,420,153 · program services $4,297,884 · management and general $122,269

  • 12 · Advertising and promotion

    total $206,129 · management and general $206,129

  • 13 · Office expenses

    total $525,116 · program services $117,203 · management and general $407,913

  • 14 · Information technology

    total $1,181,520 · program services $181,444 · management and general $1,000,076

  • 16 · Occupancy

    total $4,101,393 · program services $3,492,089 · management and general $609,304

  • 17 · Travel

    total $178,435 · program services $90,077 · management and general $88,358

  • 20 · Interest

    total $5,059,072 · management and general $5,059,072

  • 22 · Depreciation, depletion and amortization

    total $8,541,589 · management and general $8,541,589

  • 23 · Insurance

    total $1,511,395 · management and general $1,511,395

  • 24a · Other expenses: SUPPLIES

    total $4,962,648 · program services $4,951,799 · management and general $10,849

  • 24b · Other expenses: FOOD

    total $2,550,567 · program services $2,550,567

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $1,951,758 · program services $1,805,567 · management and general $146,191

  • 24d · Other expenses: CONTINUING EDUCATION/LI

    total $359,243 · program services $70,817 · management and general $288,426

  • 24e · All other expenses

    total $767,206 · program services $169,092 · management and general $598,114

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,560,394 · end of year $7,597,178

  • 4 · Accounts receivable

    beginning of year $3,998,916 · end of year $13,085,534

  • 8 · Inventories for sale or use

    beginning of year $110,968 · end of year $187,213

  • 9 · Prepaid expenses and deferred charges

    beginning of year $289,163 · end of year $419,638

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

    $221,917,405

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

    $95,045,765

  • 10c · Land, buildings and equipment, net

    beginning of year $88,763,784 · end of year $126,871,640

  • 11 · Investments: publicly traded securities

    beginning of year $75,400,137 · end of year $81,108,952

  • 13 · Investments: program-related

    beginning of year $1,441,432 · end of year $1,670,488

  • 14 · Intangible assets

    beginning of year $0 · end of year $11,712,812

  • 15 · Other assets

    beginning of year $10,314,620 · end of year $8,543,094

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,944,957 · end of year $9,846,859

  • 19 · Deferred revenue

    beginning of year $20,963,821 · end of year $24,069,015

  • 20 · Tax-exempt bond liabilities

    beginning of year $40,744,569 · end of year $79,013,319

  • 23 · Secured mortgages and notes payable

    beginning of year $46,657,863 · end of year $68,883,980

  • 25 · Other liabilities

    beginning of year $5,593,286 · end of year $5,227,577

  • 27 · Net assets without donor restrictions

    beginning of year $57,974,918 · end of year $64,155,799

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 COMMITTED TO PROVIDING VIBRANT SENIOR LIVING OPPORTUNITIES, DIVERSE PROGRAMS.

  • 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.

    Expenses $58,211,854 · Grants $208,577 · Revenue $79,019,637

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
    1 + 2 related

  • MARGIE WILEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREGORY ALCORN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PARKER HOWELL

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JULIUS ABERNETHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LARRY BOLICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANTHONY BRANCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHARLES ERDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFF GILLIAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALLEN GRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE HORTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAMONT MADDOX

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HUNTER MARCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SHANE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JODY STREET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DIANA SULLIVAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CORY TOBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHY WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LEE SYRIA

    PRESIDENT AND CEO

    Total calculated
    $602,457
    From this org
    $553,900
    From related orgs
    $0
    Other
    $48,557
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

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

  • SARA ABERNETHY

    ASSISTANT SECRETARY

    Total calculated
    $100,248
    From this org
    $90,743
    From related orgs
    $0
    Other
    $9,505
    Hours/week
    39 + 1 related

  • TAMMY JONES

    CFO

    Total calculated
    $325,763
    From this org
    $278,696
    From related orgs
    $0
    Other
    $47,067
    Hours/week
    38 + 3 related

    Schedule J breakdown matched by us

    Base
    $278,696
    Bonus
    $0
    Other
    $0
    Deferred
    $36,227
    Nontaxable benefits
    $10,840
    Filer's total
    $325,763

  • AIMEE REIMANN

    COO

    Total calculated
    $415,423
    From this org
    $363,238
    From related orgs
    $0
    Other
    $52,185
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

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

  • AMBER MCINTOSH

    EXECUTIVE DIRECTOR

    Total calculated
    $288,659
    From this org
    $246,042
    From related orgs
    $0
    Other
    $42,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,042
    Bonus
    $0
    Other
    $0
    Deferred
    $35,567
    Nontaxable benefits
    $7,050
    Filer's total
    $288,659

  • DOUGLAS RUSSELL

    EXECUTIVE DIRECTOR

    Total calculated
    $243,211
    From this org
    $217,480
    From related orgs
    $0
    Other
    $25,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,480
    Bonus
    $0
    Other
    $0
    Deferred
    $22,222
    Nontaxable benefits
    $3,509
    Filer's total
    $243,211

  • CATHY COOPER

    CHIEF HR OFFICER

    Total calculated
    $318,465
    From this org
    $278,736
    From related orgs
    $0
    Other
    $39,729
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,736
    Bonus
    $0
    Other
    $0
    Deferred
    $34,471
    Nontaxable benefits
    $5,258
    Filer's total
    $318,465

  • MICHELLE ROSEMAN

    CHIEF QUALITY & COMPLIANCE OFFICER

    Total calculated
    $297,640
    From this org
    $260,080
    From related orgs
    $0
    Other
    $37,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,080
    Bonus
    $0
    Other
    $0
    Deferred
    $35,095
    Nontaxable benefits
    $2,465
    Filer's total
    $297,640

  • JOHN LAREW

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $274,794
    From this org
    $248,955
    From related orgs
    $0
    Other
    $25,839
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,955
    Bonus
    $0
    Other
    $0
    Deferred
    $22,443
    Nontaxable benefits
    $3,396
    Filer's total
    $274,794

  • KIMBERLY KILDAY

    CHIEF MARKETING OFFICER

    Total calculated
    $233,842
    From this org
    $205,947
    From related orgs
    $0
    Other
    $27,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,947
    Bonus
    $0
    Other
    $0
    Deferred
    $22,771
    Nontaxable benefits
    $5,124
    Filer's total
    $233,842

  • JOEL SHAW

    VP OF FACILITIES MANAGEMENT

    Total calculated
    $245,723
    From this org
    $204,208
    From related orgs
    $0
    Other
    $41,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,208
    Bonus
    $0
    Other
    $0
    Deferred
    $30,604
    Nontaxable benefits
    $10,911
    Filer's total
    $245,723

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

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.

  • ALBEMARLE OLDER ADULT HOUSING INC

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

    Directly controlled by EVERYAGE

  • STATESVILLE ELDERLY HOUSING INC

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

    Directly controlled by EVERYAGE

  • CAROLINA SENIOR LIVING

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

    Directly controlled by EVERYAGE

  • EVERYAGE FOUNDATION

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

    Directly controlled by EVERYAGE

  • EA HOLDING

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

    Directly controlled by EVERYAGE

  • LAKE PRINCE CENTER

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

    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 · controlled entity

    Directly controlled by EVERYAGE

  • NEW BERN OLDER ADULT HOUSING

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

    Directly controlled by EVERYAGE

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BELLAAGE HICKORY

    AGE-RESTRICTED APARTMENT FACILITY · NC · income $260,107 · assets $31,566,982

    Directly controlled by EVERYAGE

  • PROVIDENCE PLACE LLC

    CONTINUING CARE RETIREMENT COMMUNITY · NC · income $23,482,954 · assets $37,586,218

    Directly controlled by EVERYAGE

  • PPRC PAVILION LLC

    REAL ESTATE ACQUISITION · NC · income $771,739 · assets $5,923,136

    Directly controlled by EVERYAGE

  • PPRC HALL LLC

    REAL ESTATE ACQUISITION · NC · income $135,833 · assets $4,488,036

    Directly controlled by EVERYAGE

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202642259349302604

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