2025-08-08T12:22:41-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 562151716 LAKE PRINCE CENTER LAKE 8284658019 100 LEONARD AVENUE NEWTON NC 28658 LEE SYRIA PRESIDENT & CEO OF RELATED ORG 8284658019 2025-08-08 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-08-08 2023 2025-03-06 01:10:19Z LEE SYRIA 100 LEONARD AVENUE NEWTON NC 28658 17010626 0 X WWW.LAKEPRINCEWOODS.ORG X 1999 NC A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE EDUCATION PROGRAMS OF OUTREACH AND COMPASSIONATE SERVICES. 12 12 274 93 0 0 148444 64880 14417072 16540668 75511 78453 436784 311301 15077811 16995302 0 0 0 0 6924825 7859010 0 0 0 8170818 9712693 15095643 17571703 -17832 -576401 30704700 36229408 49056831 55157940 -18352131 -18928532 A CHRISTIAN MINISTRY PROVIDING VIBRANT LIVING, DIVERSE PROGRAMS OF OUTREACH AND COMPASSIONATE CARE 0 0 11321835 16851969 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. 11321835 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 1 1 0 0 0 1 56 0 274 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 PARKER HOWELL CHAIR 0.10 2.40 X X 0 0 0 BRAD THIE VICE CHAIR 0.10 2.40 X X 0 0 0 GREGORY ALCORN SECRETARY 0.10 2.40 X X 0 0 0 JULIUS ABERNETHY BOARD MEMBER 0.10 0.90 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 ALLEN GRAY BOARD MEMBER 0.10 0.90 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 CORY TOBIN BOARD MEMBER 0.10 0.90 X 0 0 0 MARGIE WILEY BOARD MEMBER 0.10 0.90 X 0 0 0 LEE SYRIA PRESIDENT AND CEO 0.10 39.90 X 0 492511 48900 TAMMY JONES CFO 0.10 39.90 X 0 214891 33710 JUDY RAYMOND EXECUTIVE DIRECTOR 40.00 0.00 X 222510 0 35421 BRANDI SPIVEY ADMINISTRATOR HOME HEALTH 40.00 0.00 X 108365 0 11611 TAMMY GARRETT DIRECTOR OF MARKETING 40.00 0.00 X 149513 0 3188 480388 707402 132830 3 0 1 0 CLANCY & THEYS CONSTRUCTION COMPANY PO BOX 27608 RALEIGH NC 276117608 CONSTRUCTION MATERIALS AND SERVICES 7305479 RIDDICK BUILDING CORPORATION 2761 ARCHERS MILL ROAD SUFFOLK VA 23434 CONSTRUCTION MATERIALS AND SERVICES 1453190 TRINITY REHAB LLC 113 S RAILROAD AVE DUNN NC 28334 THERAPY SERVICES 861242 SFCS INC 305 JEFFERSON STREET ROANOKE VA 240112003 ARCHITECTURAL SERVICES 402038 US FOODS PO BOX 602286 CHARLOTTE NC 28260 FOOD SERVICES 370175 17 64880 64880 RESIDENT SERVICES 623000 14899312 14899312 HOME CARE 621610 1641356 1641356 16540668 93777 93777 15324 -15324 -15324 -15324 OUTSIDE SERVICE REVENU 623000 185699 185699 CATERING/MEAL SERVICES 722320 60862 60862 OTHER OPERATING REVENU 623000 47804 47804 16936 16936 311301 16995302 16851969 0 78453 6469020 5829419 639601 180316 180316 723000 718743 4257 486674 486674 1004693 1004693 17302 17302 3525 3525 318530 318530 161978 3159 158819 178425 24505 153920 226954 32907 194047 1129736 725738 403998 58150 51545 6605 1088436 1088436 2147187 2147187 249691 249691 SUPPLIES 1415068 1415068 CONTRACTED SERVICES 673710 671738 1972 REPAIRS AND MAINTENANCE 560564 560564 CONSULTING FEES 277294 218051 59243 201450 84878 116572 17571703 11321835 6249868 0 1000 400 40214 41916 871816 1351013 35175 33416 66609 87499 74113031 44068778 24771500 30044253 1488277 1597004 3430109 3073907 30704700 36229408 2221568 1073968 21749239 22736857 21957426 28042371 3128598 3304744 49056831 55157940 X -18352131 -18928532 -18352131 -18928532 30704700 36229408 -576401 0 X 0 1 X 1 0 X 7976 51576 175206 148444 64880 448082 11803337 10679496 12039746 14417072 16540668 65480319 11811313 10731072 12214952 14565516 16605548 65928401 0 0 0 65928401 17741 1359 8549 76608 93777 198034 17741 1359 8549 76608 93777 198034 2083370 1609176 1531939 436784 311301 5972570 13912424 12341607 13755440 15078908 17010626 72099005 0.91440 0.90820 0.00270 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1723629 1723629 63164515 38393461 24771054 5791710 4248820 1542890 3433177 1426497 2006680 30044253 DUE FROM RELATED PARTY 2493586 OTHER RECEIVABLES 580321 3073907 OTHER CURRENT PAYABLES 1182339 REFUNDABLE ADVANCE FEES 2122405 3304744 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 2024 AND 2023. 0 0 0 0 0 0 0 0 0 LEE SYRIA PRESIDENT AND CEO 0 492511 0 0 0 0 0 44923 0 3977 0 541411 0 0 JUDY RAYMOND EXECUTIVE DIRECTOR 222510 0 0 0 0 0 30594 0 4827 0 257931 0 0 0 TAMMY JONES CFO 0 214891 0 0 0 0 0 24779 0 8931 0 248601 0 0 TAMMY GARRETT DIRECTOR OF MARKETING 149513 0 0 0 0 0 3188 0 0 0 152701 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 5414931 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 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: ECONOMIC DEVELOPMENT AUTHORITY OF THE CITY OF SUFFOLK DATE THE REBATE COMPUTATION WAS PERFORMED: 01/06/2022 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 RETURNS 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. EVERYAGE ENFORCES ITS CONFLICT-OF-INTEREST POLICY THROUGH ANNUAL CERTIFICATIONS, ONGOING OVERSIGHT, AND A STRUCTURED REPORTING SYSTEM. ALL AGENTS MUST DISCLOSE POTENTIAL CONFLICTS ANNUALLY AND UPON ONBOARDING. THE COMPLIANCE OFFICER OVERSEES PERIODIC AUDITS AND INVESTIGATES REPORTS OF MISCONDUCT, WHICH MAY RESULT IN DISCIPLINARY ACTION. STAFF CAN REPORT CONCERNS CONFIDENTIALLY VIA THE INTEGRITY HOTLINE. THE POLICY IS REVIEWED ANNUALLY AND UPDATED AS NEEDED. 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 1641356 827520 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 0 1 0 1 0 0 0 0