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Nonprofiteer
← CAROLINA SENIORCARE

Form 990 for tax year 2023

Filed by CAROLINA SENIORCARE.

Totals

Total revenue
$18,192,120
Total expenses
$16,068,096
Contributions and grants received
$7,611
Grants paid
$0
Program service revenue
$17,337,722
Investment income
$253,538
Other revenue
$593,249
Total assets, end of year
$17,138,531
Total liabilities, end of year
$6,887,511
Net assets or fund balances, end of year
$10,251,020
Program services expenses (Part IX)
$14,895,532
Management and general expenses
$1,172,564
Fundraising expenses
$0
Program service expenses (Part III)
$14,895,532

Program services were 92.7% 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

    $1,914

  • 1f · All other contributions, gifts and grants

    $5,697

  • 1g · Noncash contributions included above

    $5,597

  • 2a · Program service revenue: PACE SERVICE FEES

    total $17,337,722 · related or exempt $17,337,722

  • 3 · Investment income

    total $217,552 · excluded $217,552

  • 7a · Gross sales of assets other than inventory

    securities $38,936

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

    securities $0 · other assets $2,950

  • 7c · Gain or loss

    securities $38,936 · other assets -$2,950

  • 7d · Net gain or loss

    total $35,986 · excluded $35,986

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $590,074 · excluded $590,074

  • 11b · Other revenue: EMPLOYEE MEALS

    total $2,547 · excluded $2,547

  • 11c · Other revenue: RAW FOOD REBATE

    total $628 · excluded $628

  • 11e · Other revenue, total

    $593,249

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $218,143 · program services $218,143

  • 7 · Other salaries and wages

    total $3,914,339 · program services $3,914,339

  • 8 · Pension plan contributions

    total $134,320 · program services $134,320

  • 9 · Other employee benefits

    total $527,097 · program services $527,097

  • 10 · Payroll taxes

    total $297,831 · program services $297,831

  • 11a · Fees: management

    total $1,139,947 · management and general $1,139,947

  • 11b · Fees: legal

    total $13,783 · program services $13,783

  • 11f · Fees: investment management

    total $30,524 · management and general $30,524

  • 11g · Fees: other

    total $5,221,906 · program services $5,221,906

  • 12 · Advertising and promotion

    total $27,406 · program services $27,406

  • 13 · Office expenses

    total $62,029 · program services $62,029

  • 14 · Information technology

    total $219,733 · program services $219,733

  • 16 · Occupancy

    total $459,071 · program services $458,029 · management and general $1,042

  • 17 · Travel

    total $83,823 · program services $83,823

  • 22 · Depreciation, depletion and amortization

    total $112,113 · program services $112,113

  • 23 · Insurance

    total $103,214 · program services $103,214

  • 24a · Other expenses: MEDICAL/PROGRAM SUPPLIE

    total $3,015,971 · program services $3,015,971

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $228,008 · program services $228,008

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $172,650 · program services $172,650

  • 24d · Other expenses: LICENSES AND REGISTRATI

    total $68,439 · program services $68,439

  • 24e · All other expenses

    total $17,749 · program services $16,698 · management and general $1,051

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $718,610 · end of year $1,122,026

  • 4 · Accounts receivable

    beginning of year $462,775 · end of year $503,866

  • 8 · Inventories for sale or use

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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,398 · end of year $29,601

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

    $7,074,893

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

    $881,525

  • 10c · Land, buildings and equipment, net

    beginning of year $1,361,770 · end of year $6,193,368

  • 11 · Investments: publicly traded securities

    beginning of year $7,593,734 · end of year $9,283,665

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,493,967 · end of year $3,198,391

  • 19 · Deferred revenue

    beginning of year $586,097 · end of year $0

  • 25 · Other liabilities

    beginning of year $476,626 · end of year $3,689,120

  • 27 · Net assets without donor restrictions

    beginning of year $6,655,602 · end of year $10,251,020

Mission and programs · 2023

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. 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 $14,895,532 · Revenue $17,337,722

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PARKER HOWELL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 2.3 related

  • BRAD THIE

    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

  • TERRI FISHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.7 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

  • HUNTER MARCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • LINDA MORRIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • SHANE SMITH

    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

  • MARGIE WILEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • LEE SYRIA

    PRESIDENT AND CEO

    Total calculated
    $541,411
    From this org
    $0
    From related orgs
    $492,511
    Other
    $48,900
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,511 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $44,923 related
    Nontaxable benefits
    $0 + $3,977 related
    Filer's total
    $0 + $541,411 related

  • SARAH ABERNETHY

    ASSISTANT SECRETARY

    Total calculated
    $99,422
    From this org
    $0
    From related orgs
    $85,242
    Other
    $14,180
    Hours/week
    0.2 + 39.8 related

  • AIMEE REIMANN

    COO

    Total calculated
    $384,499
    From this org
    $0
    From related orgs
    $331,339
    Other
    $53,160
    Hours/week
    0.2 + 39.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,339 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $42,990 related
    Nontaxable benefits
    $0 + $10,170 related
    Filer's total
    $0 + $384,499 related

  • THOMAS CHANG

    SR. DIR. HOME/COMM. BASED

    Total calculated
    $234,111
    From this org
    $192,021
    From related orgs
    $0
    Other
    $42,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,021
    Bonus
    $0
    Other
    $0
    Deferred
    $26,122
    Nontaxable benefits
    $15,968
    Filer's total
    $234,111

  • TAMMY JONES

    CFO

    Total calculated
    $248,601
    From this org
    $0
    From related orgs
    $214,891
    Other
    $33,710
    Hours/week
    0.2 + 39.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,891 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,779 related
    Nontaxable benefits
    $0 + $8,931 related
    Filer's total
    $0 + $248,601 related

  • DAVID E RODDY

    MEDICAL DIRECTOR

    Total calculated
    $320,144
    From this org
    $288,975
    From related orgs
    $0
    Other
    $31,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,975
    Bonus
    $0
    Other
    $0
    Deferred
    $31,169
    Nontaxable benefits
    $0
    Filer's total
    $320,144

  • THOMAS J CALOGERO III

    STAFF PHYSICIAN

    Total calculated
    $209,170
    From this org
    $192,319
    From related orgs
    $0
    Other
    $16,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,319
    Bonus
    $0
    Other
    $0
    Deferred
    $16,769
    Nontaxable benefits
    $82
    Filer's total
    $209,170

  • UCHENNA GENEVIEVE OHAJUNWA

    CENTER ADMINISTRATOR

    Total calculated
    $137,914
    From this org
    $102,593
    From related orgs
    $0
    Other
    $35,321
    Hours/week
    40

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
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.

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
2023
Filed
8 August 2025
IRS schema version
2023v6.0
Source object
202532209349301618

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