Skip to content
Nonprofiteer
← EVERYAGE

Form 990 for tax year 2022

Filed by EVERYAGE.

Totals

Total revenue
$54,908,075
Total expenses
$50,150,224
Contributions and grants received
$2,470,519
Grants paid
$169,953
Program service revenue
$46,833,324
Investment income
$1,817,889
Other revenue
$3,786,343
Total assets, end of year
$178,618,868
Total liabilities, end of year
$130,899,407
Net assets or fund balances, end of year
$47,719,461
Program services expenses (Part IX)
$34,309,869
Management and general expenses
$15,840,355
Fundraising expenses
$0
Program service expenses (Part III)
$34,309,869

Program services were 68.4% 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.

  • 1d · Related organizations

    $2,283,382

  • 1f · All other contributions, gifts and grants

    $187,137

  • 1g · Noncash contributions included above

    $2,139,672

  • 2a · Program service revenue: RESIDENT REVENUE

    total $44,564,813 · related or exempt $44,564,813

  • 2b · Program service revenue: HOME CARE

    total $1,153,087 · related or exempt $1,153,087

  • 2c · Program service revenue: PT, OT, SPEECH THERAPY

    total $190,128 · related or exempt $190,128

  • 2f · All other program service revenue

    total $925,296 · related or exempt $925,296

  • 3 · Investment income

    total $2,441,773 · excluded $2,441,773

  • 6a · Gross rents

    real property $6,553

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,553

  • 6d · Net rental income or loss

    total $6,553 · excluded $6,553

  • 7a · Gross sales of assets other than inventory

    other assets $303,105

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

    securities $521,408 · other assets $405,581

  • 7c · Gain or loss

    securities -$521,408 · other assets -$102,476

  • 7d · Net gain or loss

    total -$623,884 · excluded -$623,884

  • 10a · Gross sales of inventory

    $23

  • 10b · Cost of goods sold

    $894

  • 10c · Net income from sales of inventory

    total -$871 · excluded -$871

  • 11a · Other revenue: MANAGEMENT FEE INCOME

    total $2,946,604 · related or exempt $2,946,604

  • 11b · Other revenue: BUILDING LEASE REVENUE

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

  • 11d · All other revenue

    total $176,419 · related or exempt $165,655 · unrelated business $10,764

  • 11e · Other revenue, total

    $3,780,661

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $169,953 · program services $169,953

  • 5 · Compensation of officers, directors and key employees

    total $1,407,183 · program services $351,796 · management and general $1,055,387

  • 7 · Other salaries and wages

    total $22,233,659 · program services $19,023,854 · management and general $3,209,805

  • 8 · Pension plan contributions

    total $880,738 · program services $880,738

  • 9 · Other employee benefits

    total $3,103,002 · program services $3,100,946 · management and general $2,056

  • 10 · Payroll taxes

    total $1,660,742 · program services $1,660,742

  • 11b · Fees: legal

    total $39,873 · management and general $39,873

  • 11c · Fees: accounting

    total $89,200 · management and general $89,200

  • 11f · Fees: investment management

    total $305,362 · management and general $305,362

  • 11g · Fees: other

    total $717,664 · program services $593,265 · management and general $124,399

  • 12 · Advertising and promotion

    total $227,228 · program services $4,246 · management and general $222,982

  • 13 · Office expenses

    total $297,555 · program services $87,801 · management and general $209,754

  • 14 · Information technology

    total $697,380 · program services $102,673 · management and general $594,707

  • 16 · Occupancy

    total $2,821,645 · program services $2,615,054 · management and general $206,591

  • 17 · Travel

    total $112,988 · program services $10,531 · management and general $102,457

  • 20 · Interest

    total $3,041,186 · management and general $3,041,186

  • 22 · Depreciation, depletion and amortization

    total $4,917,756 · management and general $4,917,756

  • 23 · Insurance

    total $934,553 · management and general $934,553

  • 24a · Other expenses: SUPPLIES

    total $3,344,137 · program services $3,330,110 · management and general $14,027

  • 24b · Other expenses: FOOD

    total $1,782,885 · program services $1,782,885

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $565,907 · program services $466,214 · management and general $99,693

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $509,446 · program services $79,803 · management and general $429,643

  • 24e · All other expenses

    total $290,182 · program services $49,258 · management and general $240,924

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,173,359 · end of year $1,394,197

  • 4 · Accounts receivable

    beginning of year $2,621,946 · end of year $3,044,838

  • 8 · Inventories for sale or use

    beginning of year $93,274 · end of year $139,198

  • 9 · Prepaid expenses and deferred charges

    beginning of year $686,554 · end of year $489,254

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

    $153,835,998

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

    $83,560,642

  • 10c · Land, buildings and equipment, net

    beginning of year $67,112,914 · end of year $70,275,356

  • 11 · Investments: publicly traded securities

    beginning of year $66,541,764 · end of year $65,103,337

  • 12 · Investments: other securities

    beginning of year $379,397

  • 13 · Investments: program-related

    beginning of year $1,217,675 · end of year $1,326,104

  • 15 · Other assets

    beginning of year $8,759,538 · end of year $36,846,584

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,936,569 · end of year $6,235,759

  • 19 · Deferred revenue

    beginning of year $19,955,217 · end of year $20,179,624

  • 20 · Tax-exempt bond liabilities

    beginning of year $26,597,470 · end of year $28,080,552

  • 23 · Secured mortgages and notes payable

    beginning of year $50,121,300 · end of year $47,165,684

  • 25 · Other liabilities

    beginning of year $15,320,576 · end of year $29,237,788

  • 27 · Net assets without donor restrictions

    beginning of year $35,625,730 · end of year $47,704,481

  • 28 · Net assets with donor restrictions

    beginning of year $29,559 · end of year $14,980

Listed in Part VII

  • JULIUS ABERNETHY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • GREGORY ALCORN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • LARRY BOLICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • ANTHONY BRANCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • TERRI FISHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.9 related

  • JEFF GILLIAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • GENE HAMILTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MICHELLE HORTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PARKER HOWELL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • HUNTER MARCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • LINDA MORRIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SHANE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • BRAD THIE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • CORY TOBIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MARGIE WILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • KELSEY MCCLEAVE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • KATHY WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • LEE SYRIA

    PRESIDENT AND CEO

    Total calculated
    $483,442
    From this org
    $438,561
    From related orgs
    $0
    Other
    $44,881
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $438,561
    Bonus
    $0
    Other
    $0
    Deferred
    $41,000
    Nontaxable benefits
    $3,881
    Filer's total
    $483,442

  • RAMONA HUFFMAN

    ASSISTANT SECRETARY

    Total calculated
    $119,669
    From this org
    $108,121
    From related orgs
    $0
    Other
    $11,548
    Hours/week
    39 + 1 related

  • JOHN WHITE

    FORMER CFO (11/2022)

    Total calculated
    $280,833
    From this org
    $244,552
    From related orgs
    $0
    Other
    $36,281
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

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

  • TAMMY JONES

    CFO (BEGAN 2/2023)

    Total calculated
    $0
    Hours/week
    0.5 + 37.5 related

  • AIMEE REIMANN

    COO

    Total calculated
    $366,505
    From this org
    $316,511
    From related orgs
    $0
    Other
    $49,994
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $316,511
    Bonus
    $0
    Other
    $0
    Deferred
    $40,085
    Nontaxable benefits
    $9,909
    Filer's total
    $366,505

  • AMBER MCINTOSH

    EXECUTIVE DIRECTOR

    Total calculated
    $259,631
    From this org
    $219,561
    From related orgs
    $0
    Other
    $40,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,561
    Bonus
    $0
    Other
    $0
    Deferred
    $34,036
    Nontaxable benefits
    $6,034
    Filer's total
    $259,631

  • DOUGLAS RUSSELL

    EXECUTIVE DIRECTOR

    Total calculated
    $221,538
    From this org
    $187,998
    From related orgs
    $0
    Other
    $33,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,998
    Bonus
    $0
    Other
    $0
    Deferred
    $28,155
    Nontaxable benefits
    $5,385
    Filer's total
    $221,538

  • CATHY COOPER

    CHIEF HR OFFICER

    Total calculated
    $291,328
    From this org
    $253,551
    From related orgs
    $0
    Other
    $37,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,551
    Bonus
    $0
    Other
    $0
    Deferred
    $33,396
    Nontaxable benefits
    $4,381
    Filer's total
    $291,328

  • MICHELLE ROSEMAN

    CHIEF QUALITY & COMPLIANCE OFFICER

    Total calculated
    $263,009
    From this org
    $232,062
    From related orgs
    $0
    Other
    $30,947
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,062
    Bonus
    $0
    Other
    $0
    Deferred
    $29,589
    Nontaxable benefits
    $1,358
    Filer's total
    $263,009

  • JOHN LAREW

    DIRECTOR OF INFORMATION TECHNOLOGY

    Total calculated
    $244,205
    From this org
    $218,459
    From related orgs
    $0
    Other
    $25,746
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,459
    Bonus
    $0
    Other
    $0
    Deferred
    $22,061
    Nontaxable benefits
    $3,685
    Filer's total
    $244,205

  • JOEL SHAW

    VICE PRESIDENT OF FACILITIES MANAGEMENT

    Total calculated
    $205,533
    From this org
    $168,357
    From related orgs
    $0
    Other
    $37,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,357
    Bonus
    $0
    Other
    $0
    Deferred
    $27,894
    Nontaxable benefits
    $9,282
    Filer's total
    $205,533

  • KIMBERLY KILDAY

    CHIEF MARKETING OFFICER

    Total calculated
    $186,260
    From this org
    $166,031
    From related orgs
    $0
    Other
    $20,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,031
    Bonus
    $0
    Other
    $0
    Deferred
    $15,348
    Nontaxable benefits
    $4,881
    Filer's total
    $186,260

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 $2,493,923 · assets $6,071,398

    Directly controlled by EVERYAGE

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422289349301872

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.