Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 56-1608504 • 501(c)4 • Chapel Hill, NC
Profile
Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
46th percentile
Faster revenue growth than 46% of similar nonprofits.
Assets
Down$105,929
Down $13,676 (-11%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$105,929
Down $13,676 (-11%) from 2024
Revenue
Down$69,537
Down $2,935 (-4.0%) from 2024
Expenses
Up$83,213
Up $18,633 (+29%) from 2024
Net Income
Down-$13,676
Down $21,568 (-273%) from 2024
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina.
| Description | Grants | Expenses |
|---|---|---|
| Sponsored and/or supported various concerts and other musical events for the enjoyment of the membership. | - | $27,256 |
| Sponsored and supported a library for the enjoyment of the membership. Held a used book sale to support the library. | - | $16,392 |
| Granted educational scholarships to 14 deserving individuals based on criteria established by Officers and membership. | $9,310 | $9,310 |
| Provided a direcory of members as well as sponsoring a residents'photo project. | - | $8,681 |
| Upgraded the audio systems in the various facilities as well as upgrades to the common auditorium. | - | $7,862 |
| Sponsored and or supported various small groups and various projects for the benefit of the membership. Groups included Book Club, Art Guild, Social Hours, Garden Club, Wood Shop, Health and Fitness, Mens' Breakfast, Women's Breakfast, Remembrances, Pottery classes, Meadow Garden etc. | - | $6,152 |
| Provided support to the Meadow Life website utilized by residents of Carolina Meadows. | - | $3,200 |
| Upgraded the dog park utilized by the residents. | - | $1,500 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Pat Mandell | President | - | $0 | - | - |
| Sharyn Vaughn | Shop Finl Mgr | - | $0 | - | - |
| Judy Jones | Past President | - | $0 | - | - |
| Warren Wogen | Treasurer | - | $0 | - | - |
| Karolyn Griffith | Secretary | - | $0 | - | - |
| Ann Williams | Shop Oper Mgr | PT | $0 | - | - |
| Dorothy Samitz | Merchandise Mgr | PT | $0 | - | - |
“Money Market Interest $2209”
“Credit Card Rebates $201”
“Class of Activity: Educational grant | Donee's Name: Scholarships to 14 different individuals | Donee's Address: 100 Carolina Meadows Villa Chapel Hill NC 27517 | Relationship of Donee: None | Cash Amount Given: $9310”
“Office Expenses $808”
“Information Technology $4004”
“Insurance $698”
“Singers/Concert Expenses $27256”
“Books and Library support $16392”
“Directory/Photo Project $8681”
“Auditorium & Audio Upgrades $7862”
“Small Group Sponsorships $6152”
“Dog Park Upgrade $1500”
“Inventories - Beginning $13000 Inventories - Ending $16580”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Dorothy Samitz |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9194280225 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 100 Carolina Meadows |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Chapel Hill |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27517 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 106605 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 89349 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 17158 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 37199 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -13676 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 550 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 119605 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 105929 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9310 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 31229 |
| IRS990EZ/GrossReceiptsAmt | 0 | 106736 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 68428 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 119605 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 105929 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 119605 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 105929 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Pat Mandell |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Sharyn Vaughn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Judy Jones |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Warren Wogen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Karolyn Griffith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Ann Williams |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Dorothy Samitz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Shop Finl Mgr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Shop Oper Mgr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Merchandise Mgr |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 13000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 16580 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 73353 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 2410 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Established to enhance the quality of life of the nearly 700 residents of Carolina Meadows, a continuing-care retirement community in Chatham County, North Carolina. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 18740 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Sponsored and or supported various small groups and various projects for the benefit of the membership. Groups included Book Club, Art Guild, Social Hours, Garden Club, Wood Shop, Health and Fitness, Mens' Breakfast, Women's Breakfast, Remembrances, Pottery classes, Meadow Garden etc. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Granted educational scholarships to 14 deserving individuals based on criteria established by Officers and membership. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Sponsored and/or supported various concerts and other musical events for the enjoyment of the membership. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Sponsored and supported a library for the enjoyment of the membership. Held a used book sale to support the library. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 4 | Provided a direcory of members as well as sponsoring a residents'photo project. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 5 | Provided support to the Meadow Life website utilized by residents of Carolina Meadows. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 6 | Upgraded the dog park utilized by the residents. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 7 | Upgraded the audio systems in the various facilities as well as upgrades to the common auditorium. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 9310 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 6152 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 9310 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 27256 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 3 | 16392 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 4 | 8681 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 5 | 3200 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 6 | 1500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 7 | 7862 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 83213 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 80353 |
| IRS990EZ/TotalRevenueAmt | 0 | 69537 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Money Market Interest $2209 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Credit Card Rebates $201 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Class of Activity: Educational grant | Donee's Name: Scholarships to 14 different individuals | Donee's Address: 100 Carolina Meadows Villa Chapel Hill NC 27517 | Relationship of Donee: None | Cash Amount Given: $9310 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expenses $808 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Information Technology $4004 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $698 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Singers/Concert Expenses $27256 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Books and Library support $16392 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Directory/Photo Project $8681 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Auditorium & Audio Upgrades $7862 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Small Group Sponsorships $6152 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Dog Park Upgrade $1500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Inventories - Beginning $13000 Inventories - Ending $16580 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1010 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Pat Mandell |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Carolina Meadows Residents Association |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CARO |
| ReturnHeader/Filer/EIN | 0 | 561608504 |
| ReturnHeader/Filer/PhoneNum | 0 | 9199298634 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 100 Carolina Meadows |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Chapel Hill |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27517 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | R L KEARNS CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3120 Kentish Town LN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 27612 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9194280225 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Richard L Kearns CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-09-22T10:43:35-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-05-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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