Totals
- Total revenue
- $5,756
- Total expenses
- $1,803
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $5,756
- Other revenue
- $0
- Total assets, end of year
- $145,571
- Total liabilities, end of year
- $16,715
- Net assets or fund balances, end of year
- $128,856
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $1,803
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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 $3,861 · excluded $3,861
-
7a · Gross sales of assets other than inventory
securities $1,895
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $1,895
-
7d · Net gain or loss
total $1,895 · excluded $1,895
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $1,803 · management and general $1,803
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,065 · end of year $9,822
-
11 · Investments: publicly traded securities
beginning of year $122,418 · end of year $135,749
-
25 · Other liabilities
beginning of year $16,715 · end of year $16,715
-
27 · Net assets without donor restrictions
beginning of year $115,768 · end of year $128,856
Mission and programs · 2024
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.
As filed on the 2024 return.
Listed in Part VII
-
Brad ThieBRAD THIE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Margie WileyMARGIE WILEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Gregory AlcornGREGORY ALCORN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
Julius AbernethyJULIUS ABERNETHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Larry BolickLARRY BOLICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Anthony BranchANTHONY BRANCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Charles ErdmanCHARLES ERDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Jeff GilliamJEFF GILLIAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Allen GrayALLEN GRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Lamont MaddoxLAMONT MADDOX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 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
-
Cory TobinCORY TOBIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Kathy WoodKATHY WOOD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Lee SyriaLEE SYRIA
PRESIDENT AND CEO
- Total calculated
- $602,457
- From this org
- $0
- From related orgs
- $553,900
- Other
- $48,557
- Hours/week
- 0.5 + 39.5 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 ReimannAIMEE REIMANN
COO
- Total calculated
- $415,423
- From this org
- $0
- From related orgs
- $363,238
- Other
- $52,185
- Hours/week
- 0.5 + 39.5 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 JonesTAMMY JONES
CFO
- Total calculated
- $325,763
- From this org
- $0
- From related orgs
- $278,696
- Other
- $47,067
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $278,696 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $36,227 related
- Nontaxable benefits
- $0 + $10,840 related
- Filer's total
- $0 + $325,763 related
-
Sarah AbernethySARAH ABERNETHY
ASSISTANT SECRETARY
- Total calculated
- $100,248
- From this org
- $0
- From related orgs
- $90,743
- Other
- $9,505
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- OFFICERS ARE EMPLOYED BY EVERYAGE, A RELATED EXEMPT ORGANIZATION. 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
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.
-
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
- 2024
- Filed
- 13 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202642259349302564
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