Totals
- Total revenue
- -$524
- Total expenses
- $2,140,484
- Contributions and grants received
- $0
- Grants paid
- $2,139,672
- Program service revenue
- $0
- Investment income
- -$524
- Other revenue
- $0
- Total assets, end of year
- $109,830
- Total liabilities, end of year
- $16,715
- Net assets or fund balances, end of year
- $93,115
- Program services expenses (Part IX)
- $2,139,672
- Management and general expenses
- $812
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,139,672
Program services were 100.0% 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.
-
3 · Investment income
total $2,657 · excluded $2,657
-
7b · Less cost or other basis and sales expenses
securities $3,181
-
7c · Gain or loss
securities -$3,181
-
7d · Net gain or loss
total -$3,181 · excluded -$3,181
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,139,672 · program services $2,139,672
-
24a · Other expenses: BANK CHARGES
total $812 · management and general $812
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,065 · end of year $10,065
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $2,139,672 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $90,582 · end of year $99,765
-
25 · Other liabilities
beginning of year $16,715 · end of year $16,715
-
27 · Net assets without donor restrictions
beginning of year $2,223,604 · end of year $93,115
Mission and programs · 2022
Mission
TO HOLD AND MANAGE ASSETS FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION, EVERYAGE.
-
TO HOLD AND MANAGE ASSETS FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION, EVERYAGE.
Expenses $2,139,672 · Grants $2,139,672
As filed on the 2022 return.
Listed in Part VII
-
Julius AbernethyJULIUS ABERNETHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Gregory AlcornGREGORY ALCORN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Larry BolickLARRY BOLICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Anthony BranchANTHONY BRANCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Terri FisherTERRI FISHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Jeff GilliamJEFF GILLIAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Gene HamiltonGENE HAMILTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Parker HowellPARKER HOWELL
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Hunter MarchHUNTER MARCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Shane SmithSHANE SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Brad ThieBRAD THIE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Cory TobinCORY TOBIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Margie WileyMARGIE WILEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Kelsey McCleaveKELSEY MCCLEAVE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Kathy WoodKATHY WOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Lee SyriaLEE 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
-
Ramona HuffmanRAMONA HUFFMAN
ASSISTANT SECRETARY
- Total calculated
- $119,669
- From this org
- $0
- From related orgs
- $108,121
- Other
- $11,548
- Hours/week
- 0.5 + 39.5 related
-
Aimee ReimannAIMEE REIMANN
COO
- Total calculated
- $366,505
- From this org
- $0
- From related orgs
- $316,511
- Other
- $49,994
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $316,511 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $40,085 related
- Nontaxable benefits
- $0 + $9,909 related
- Filer's total
- $0 + $366,505 related
-
John WhiteJOHN 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
-
Tammy JonesTAMMY 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
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
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
-
$0
TO PROVIDE LAND AND BUILDING FOR BELLAAGE HICKORY, A NEW INDEPENDENT LIVING COMMUNITY, CURRENTLY UNDER CONSTRUCTION.
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.
-
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
-
501(C)(3) · APARTMENT FACILITY FOR THE ELDERLY · NC
Directly controlled by EVERYAGE
-
501(C)(3) · FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE · NC
Directly controlled by EVERYAGE
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · NC
Directly controlled by EVERYAGE
-
501(C)(3) · PROGRAM OF DAY CARE AND HEALTH SERVICES FOR THE ELDERLY · NC
Directly controlled by CAROLINA SENIORCARE
-
501(C)(3) · PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY · NC
Directly controlled by EVERYAGE
-
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
- 202412289349301111
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.