2024-08-15T09:08:18-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 562151716 LAKE PRINCE CENTER LAKE 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT & CEO OF RELATED ORG 8284658019 2024-08-14 1 0 KATHERINE A WARLICK P02065266 7049985200 2024-08-13 2022 2024-08-08 14:25:15Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 15078908 0 X WWW.LAKEPRINCEWOODS.ORG X 1999 NC A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 14 14 215 84 0 0 175206 148444 12039746 14417072 15461 75511 1531939 436784 13762352 15077811 0 0 0 0 6453355 6924825 0 0 0 8081906 8170818 14535261 15095643 -772909 -17832 22105583 30704700 40439882 49056831 -18334299 -18352131 A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH AND COMPASSIONATE CARE 0 0 9838430 14852759 CONTINUING CARE RETIREMENT COMMUNITY IN SUFFOLK, VA. PROVIDING LONG TERM CARE FOR THE ELDERLY CONSISTING OF NURSING, MEALS, LAUNDRY, RECREATION, AND OTHER SERVICES FOR RESIDENTS. 9838430 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TAMMY JONES 8284658007 100 LEONARD AVENUE NEWTON NC 28658 JULIUS ABERNETHY BOARD MEMBER 0.10 0.90 X 0 0 0 GREGORY ALCORN SECRETARY 0.10 2.40 X X 0 0 0 LARRY BOLICK BOARD MEMBER 0.10 1.90 X 0 0 0 ANTHONY BRANCH BOARD MEMBER 0.10 1.40 X 0 0 0 JEFF GILLIAM BOARD MEMBER 0.10 1.40 X 0 0 0 GENE HAMILTON BOARD MEMBER 0.10 1.40 X 0 0 0 PARKER HOWELL CHAIR 0.10 2.40 X X 0 0 0 HUNTER MARCH BOARD MEMBER 0.10 0.90 X 0 0 0 SHANE SMITH BOARD MEMBER 0.10 0.90 X 0 0 0 BRAD THIE VICE CHAIR 0.10 2.40 X X 0 0 0 CORY TOBIN BOARD MEMBER 0.10 0.90 X 0 0 0 MARGIE WILEY BOARD MEMBER 0.10 0.90 X 0 0 0 KELSEY MCCLEAVE BOARD MEMBER 0.10 1.90 X 0 0 0 KATHY WOOD BOARD MEMBER 0.10 2.40 X 0 0 0 LEE SYRIA PRESIDENT AND CEO 0.10 39.90 X 0 434680 44881 JOHN WHITE CFO (ENDED 11/2022) 0.10 39.90 X 0 244552 36281 TAMMY JONES CFO (STARTED 2/2023) 0.10 39.90 X 0 0 0 JUDY RAYMOND EXECUTIVE DIRECTOR 40.00 0.00 X 212343 0 31454 BRANDI SPIVEY ADMINISTRATOR HOME HEALTH 40.00 0.00 X 100318 0 11343 TAMMY GARRETT DIRECTOR OF MARKETING 40.00 0.00 X 122424 0 6121 435085 679232 130080 3 0 1 0 RIDDICK BUILDING CORPORATION 2761 ARCHERS MILL ROAD SUFFOLK VA 23434 CONSTRUCTION MATERIALS AND SERVICES 2196503 TRINITY REHAB LLC 113 S RAILROAD AVE DUNN NC 28334 THERAPY SERVICES 556780 SFCS INC 305 JEFFERSON STREET ROANOKE VA 240112003 ARCHITECTUAL SERVICES 317876 SELECT REHABILITATION INC PO BOX 71985 CHICAGO IL 606941985 THERAPY SERVICES 207291 WC CARPENTER LLC 5890 THURSTON AVENUE VIRGINIA BEACH VA 23455 FLOORING 199472 18 148444 148444 RESIDENT SERVICES 623000 13338625 13338625 HOME CARE 621610 1078447 1078447 14417072 76608 76608 1097 -1097 -1097 -1097 OTHER NON-OPERATING RE 900099 190769 190769 OUTSIDE SERVICE REVENU 623000 143922 143922 CATERING/MEAL SERVICES 722320 64162 64162 37931 37931 436784 15077811 14852759 0 76608 5614570 4960188 654382 159152 159152 731470 730311 1159 419633 419633 907797 907797 3620 3620 6617 6617 312981 312981 124829 3721 121108 163016 23462 139554 215468 21277 194191 1016070 632693 383377 43768 40789 2979 832608 832608 1701552 1701552 219373 219373 SUPPLIES 1214032 1214032 CONTRACTED SERVICES 532381 527377 5004 REPAIRS AND MAINTENANCE 486252 486252 CONSULTING FEES 252429 234904 17525 138025 71658 66367 15095643 9838430 5257213 0 1000 1000 38646 40214 709398 871816 32007 35175 80831 66609 66817188 42045688 16873111 24771500 1436065 1488277 2934525 3430109 22105583 30704700 1389039 2221568 17108228 21749239 18316588 21957426 3626027 3128598 40439882 49056831 X -18334299 -18352131 -18334299 -18352131 22105583 30704700 -17832 0 X 0 1 X 1 0 X 34842 7976 51576 175206 148444 418044 12025385 11803337 10679496 12039746 14417072 60965036 12060227 11811313 10731072 12214952 14565516 61383080 0 0 0 61383080 40109 17741 1359 8549 76608 144366 40109 17741 1359 8549 76608 144366 396655 2083370 1609176 1531939 436784 6057924 12496991 13912424 12341607 13755440 15078908 67585370 0.90820 0.90760 0.00210 0.00150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1723629 1723629 49273058 36648642 12624416 4977450 3651162 1326288 10843051 1745884 9097167 24771500 DUE FROM RELATED PARTY 3158557 OTHER RECEIVABLES 271552 3430109 OTHER CURRENT PAYABLES 891014 REFUNDABLE ADVANCE FEES 2237584 3128598 X PART X, LINE 2: IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A MORE-LIKELY-THAN-NOT THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE COMBINED FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2023 AND 2022. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 0 434680 0 0 0 0 0 41000 0 3881 0 479561 0 0 JOHN WHITE CFO (ENDED 11/2022) 0 244552 0 0 0 0 0 22882 0 13399 0 280833 0 0 JUDY RAYMOND EXECUTIVE DIRECTOR 212343 0 0 0 0 0 27646 0 3808 0 243797 0 0 0 A ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF SUFFOLK 541131047 86482NAJ4 2016-11-15 20914931 TO REFUND 2006 BONDS 0 0 0 A 4939931 20914931 2151 418299 20494481 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO AND THE CFO FOR EVERYAGE BEFORE FILING. THE RETURN WILL BE SHARED WITH BOARD MEMBERS BY POSTING THE FORMS ON THE BOARD PORTAL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO EVALUATE COMPLIANCE WITH CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE AT THE ADMINISTRATION OFFICE AND ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. LAKE PRINCE AT HOME LLC 100 LEONARD AVENUE NEWTON NC 28658 824690217 HOME CARE SERVICES NC 1078447 566598 LAKE PRINCE CENTER INC EVERYAGE 100 LEONARD AVENUE NEWTON NC 28658 566056582 CONTINUING CARE RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 0 ALBEMARLE OLDER ADULT HOUSING INC 411 SOUTH 4TH STREET ALBEMARLE NC 28001 800030872 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 STATESVILLE ELDERLY HOUSING INC 700 WILS WAY STATESVILLE NC 28677 562192096 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 CAROLINA SENIOR LIVING 900A EAST CENTER STREET LEXINGTON NC 27292 454956541 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 EVERYAGE FOUNDATION 100 LEONARD AVENUE NEWTON NC 28658 562243082 FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE NC 501(C)(3) LINE 12A, I EVERYAGE 0 EA HOLDING 100 LEONARD AVENUE NEWTON NC 28658 871707614 SUPPORT THE OPERATIONS AND PROGRAMS OF EVERYAGE NC 501(C)(3) LINE 12B, II EVERYAGE 0 ELDERHAUS 1380 NORTH COLLEGE ROAD WILMINGTON NC 28405 581449301 PROGRAM OF DAY CARE AND HEALTH SERVICES FOR THE ELDERLY NC 501(C)(3) LINE 7 CAROLINA SENIORCARE 0 CAROLINA SENIORCARE 100 LEONARD AVENUE NEWTON NC 28658 274450562 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY NC 501(C)(3) LINE 3 EVERYAGE 0 NEW BERN OLDER ADULT HOUSING 3800 LOFLAND WAY NEW BERN NC 28562 562133316 APARTMENT FACILITY FOR THE ELDERLY NC 501(C)(3) LINE 10 EVERYAGE 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0