Civic Intelligence

Udist Joseph'S Inc

EIN 56-2244103 • 501(c)3 • Durham, NC

Profile

To provide affordable housing to senior citizens in durham, north carolina.

506 Hope AvenueDurham, NC 27707

www.uchas.org/ST-JOSEPH-PLACE.PHP

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.17x

Higher debt load relative to assets than 31% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.94x

Higher debt load relative to revenue than 33% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-49%

Higher net margin than 19% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE L21 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-3.9%

Faster asset growth than 35% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

0.5%

Faster revenue growth than 35% of similar nonprofits.

NTEE L21 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,356,093

Down $54,617 (-3.9%) from 2023

Liabilities

Up

$228,107

Up $63,548 (+39%) from 2023

Net Assets

Down

$1,127,986

Down $118,165 (-9.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin19th percentile

Revenue

Up

$242,249

Up $1,289 (+0.5%) from 2023

Expenses

Up

$360,414

Up $38,893 (+12%) from 2023

Net Income

Down

-$118,165

Down $37,604 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,271,146Liabilities 2010: $180,090Net Assets 2010: $2,091,0562010Assets 2011: $2,209,669Liabilities 2011: $179,646Net Assets 2011: $2,030,0232011Assets 2012: $2,145,094Liabilities 2012: $185,573Net Assets 2012: $1,959,5212012Assets 2013: $2,056,560Liabilities 2013: $168,934Net Assets 2013: $1,887,6262013Assets 2014: $1,971,746Liabilities 2014: $147,772Net Assets 2014: $1,823,9742014Assets 2015: $1,904,955Liabilities 2015: $141,988Net Assets 2015: $1,762,9672015Assets 2016: $1,849,446Liabilities 2016: $153,991Net Assets 2016: $1,695,4552016Assets 2017: $1,787,192Liabilities 2017: $182,991Net Assets 2017: $1,604,2012017Assets 2018: $1,721,799Liabilities 2018: $186,714Net Assets 2018: $1,535,0852018Assets 2019: $1,664,896Liabilities 2019: $182,367Net Assets 2019: $1,482,5292019Assets 2020: $1,591,759Liabilities 2020: $153,141Net Assets 2020: $1,438,6182020Assets 2021: $1,548,328Liabilities 2021: $152,982Net Assets 2021: $1,395,3462021Assets 2022: $1,472,581Liabilities 2022: $145,869Net Assets 2022: $1,326,7122022Assets 2023: $1,410,710Liabilities 2023: $164,559Net Assets 2023: $1,246,1512023Assets 2024: $1,356,093Liabilities 2024: $228,107Net Assets 2024: $1,127,9862024

Highlighted filing

2024

Assets$1,356,093
Liabilities$228,107
Net Assets$1,127,986
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $268,1712010Revenue 2011: $207,022Expenses 2011: $268,055Net Income 2011: -$61,0332011Expenses 2012: $281,4022012Expenses 2013: $274,3742013Revenue 2014: $217,026Expenses 2014: $280,678Net Income 2014: -$63,6522014Revenue 2015: $211,082Expenses 2015: $272,089Net Income 2015: -$61,0072015Revenue 2016: $218,211Expenses 2016: $285,723Net Income 2016: -$67,5122016Revenue 2017: $216,284Expenses 2017: $307,538Net Income 2017: -$91,2542017Revenue 2018: $233,872Expenses 2018: $302,988Net Income 2018: -$69,1162018Revenue 2019: $236,703Expenses 2019: $289,259Net Income 2019: -$52,5562019Revenue 2020: $237,496Expenses 2020: $281,407Net Income 2020: -$43,9112020Revenue 2021: $242,077Expenses 2021: $285,349Net Income 2021: -$43,2722021Revenue 2022: $220,533Expenses 2022: $289,167Net Income 2022: -$68,6342022Revenue 2023: $240,960Expenses 2023: $321,521Net Income 2023: -$80,5612023Revenue 2024: $242,249Expenses 2024: $360,414Net Income 2024: -$118,1652024

Highlighted filing

2024

Revenue$242,249
Expenses$360,414
Net Income-$118,165
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,356,093
Liabilities
$228,107
Net assets
$1,127,986
Revenue
$242,249
Expenses
$360,414
Net income
-$118,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.23$1.13$0.24$0.36$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.16$1.25$0.24$0.32$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.15$1.33$0.22$0.29$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.15$1.40$0.24$0.29$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.15$1.44$0.24$0.28$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.18$1.48$0.24$0.29$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.19$1.54$0.23$0.30$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.18$1.60$0.22$0.31$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.15$1.70$0.22$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.14$1.76$0.21$0.27$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.15$1.82$0.22$0.28$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.17$1.89$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.19$1.96$0.28
2011Summary only. Only limited summary data is available for this year.$2.21$0.18$2.03$0.21$0.27$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.18$2.09$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 7, 2025
Return Version
2023v6.0
Gross Receipts
$243,770
Mission and Program Overview

Mission

To provide affordable housing to senior citizens in durham, north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,310,139$1,257,888▼ $52,251
Savings and Temporary Cash Investments$80,977$77,948▼ $3,029
Cash and Non-Interest-Bearing Accounts$3,470$4,641▲ $1,171
Prepaid Expenses and Deferred Charges$3,056$2,873▼ $183
Accounts Receivable$1,371$778▼ $593
Total Assets$1,410,710$1,356,093▼ $54,617
Other Assets Total$11,697$11,965▲ $268
Liabilities
Other Liabilities$123,121$123,389▲ $268
Accounts Payable and Accrued Expenses$41,275$104,644▲ $63,369
Deferred Revenue$163$74▼ $89
Total Liabilities$164,559$228,107▲ $63,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,246,151$1,127,986▼ $118,165
Total Net Assets Fund Balance$1,246,151$1,127,986▼ $118,165
Total Liabilities and Net Assets / Fund Balance$1,410,710$1,356,093▼ $54,617

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,123,836$1,313,538$2,437,374
Other Land Buildings$993$169,682$170,675
Land$130,000-$130,000
Equipment$3,059$44,659$47,718
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Albenard BassChair
Lee SyriaPresident and CEO of Everyage
Anita DanielsBoard Member
Cassandra BrownBoard Member
Eva PerryBoard Member
Michael PalmerBoard Member
Milford Williams JrBoard Member
Paul WilliamsBoard Member
Ronald PattersonBoard Member
Tammy JonesCFO of Everyage
Revenue and Support

Revenue Composition

Contributions and Grants
$84,345
Program Service Revenue
$153,887
Investment Income
$-569
Other Revenue
$4,586
All Other Contributions
$3,000
Change in Net Assets
$-118,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$243,770
Revenue Not Reported on Financial Statements
$-1,521
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-1,521
Total Revenue per Audited Statements
$243,770
Total Revenue per Form 990
$242,249
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$80,676--$80,676
Depreciation Depletion$70,928--$70,928
Fees for Services Management-$25,546-$25,546
Office Expenses$6,013$17,200-$23,213
Insurance$13,177--$13,177
Fees for Services Accounting$9,791$1,248-$11,039
Travel$2,469--$2,469
Conferences and Meetings$1,311--$1,311
Other Expenses$852--$852
Advertising$76--$76
Total Functional Expenses$316,420$43,994$0$360,414

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$361,935
Expenses per Audited Statements$360,414
Total Expenses per Form 990$360,414
Expenses Not Reported on Form 990$1,521
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sponsor Advances$111,424
Tenant Security Deposits$11,965
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegated control over management duties to everyage, a related public charity.”

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 form 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 by everyate, and their independent consultant, cliftonlarsonallen llp, 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 available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
UDIST JOSEPH'S INC
EIN
56-2244103
Phone
9196829807
Address
506 HOPE AVENUE, DURHAM, NC 27707
Doing Business As
ST JOSEPH'S PLACE APARTMENTS

Signing Officer

Name
Al Bass
Title
Chairman
Phone
9196829807
Signed
2025-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lee Syria
Formed
2001
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The corporation is a not-for-profit corporation and is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code (irc). The corporation is not classified as a private foundation. It is the corporation'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 financial statements. No material uncertain tax positions were identified for the fiscal year 2024.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fixed asset disposal -1,521.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fixed asset disposal 1,521.”

Raw XML AppendixShowing 400 of 482 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041275
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104644
IRS990/AccountsReceivableGrp/BOYAmt01371
IRS990/AccountsReceivableGrp/EOYAmt0778
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN DURHAM, NORTH CAROLINA.
IRS990/AdvertisingGrp/ProgramServicesAmt076
IRS990/AdvertisingGrp/TotalAmt076
IRS990/AllOtherContributionsAmt03000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TAMMY JONES
IRS990/BooksInCareOfDetail/PhoneNum08284658007
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 LEONARD AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028658
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03470
IRS990/CashNonInterestBearingGrp/EOYAmt04641
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01311
IRS990/ConferencesMeetingsGrp/TotalAmt01311
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt084345
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-569
IRS990/CYOtherExpensesAmt0360414
IRS990/CYOtherRevenueAmt04586
IRS990/CYProgramServiceRevenueAmt0153887
IRS990/CYRevenuesLessExpensesAmt0-118165
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0360414
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0242249
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0163
IRS990/DeferredRevenueGrp/EOYAmt074
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt070928
IRS990/DepreciationDepletionGrp/TotalAmt070928
IRS990/Desc0THE ORGANIZATION OPERATES A 32-UNIT APARTMENT COMPLEX FOR THE ELDERLY IN DURHAM, NC, UNDER SECTION 202 OF THE NATIONAL HOUSING ACT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ST JOSEPH'S PLACE APARTMENTS
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0316420
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01248
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt09791
IRS990/FeesForServicesAccountingGrp/TotalAmt011039
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt025546
IRS990/FeesForServicesManagementGrp/TotalAmt025546
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0ALBENARD BASS
IRS990/Form990PartVIISectionAGrp/PersonNm1CASSANDRA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm2ANITA DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm4RONALD PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5EVA PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm6MILFORD WILLIAMS JR
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm8LEE SYRIA
IRS990/Form990PartVIISectionAGrp/PersonNm9TAMMY JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT AND CEO OF EVERYAGE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO OF EVERYAGE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1521
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt081345
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0243770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt013177
IRS990/InsuranceGrp/TotalAmt013177
IRS990/InvestmentIncomeGrp/ExclusionAmt0952
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0952
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01527879
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01310139
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01257888
IRS990/LandBldgEquipCostOrOtherBssAmt02785767
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01521
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE AFFORDABLE HOUSING TO SENIOR CITIZENS IN DURHAM, NORTH CAROLINA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01246151
IRS990/NetAssetsOrFundBalancesEOYAmt01127986
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1521
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1521
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01246151
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01127986
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt080676
IRS990/OccupancyGrp/TotalAmt080676
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017200
IRS990/OfficeExpensesGrp/ProgramServicesAmt06013
IRS990/OfficeExpensesGrp/TotalAmt023213
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011697
IRS990/OtherAssetsTotalGrp/EOYAmt011965
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PAYROLL REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc1EMPLOYEE BENEFITS REIMB
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/ProgramServicesAmt0102787
IRS990/OtherExpensesGrp/ProgramServicesAmt127021
IRS990/OtherExpensesGrp/ProgramServicesAmt21319
IRS990/OtherExpensesGrp/ProgramServicesAmt3852
IRS990/OtherExpensesGrp/TotalAmt0102787
IRS990/OtherExpensesGrp/TotalAmt127021
IRS990/OtherExpensesGrp/TotalAmt21319
IRS990/OtherExpensesGrp/TotalAmt3852
IRS990/OtherLiabilitiesGrp/BOYAmt0123121
IRS990/OtherLiabilitiesGrp/EOYAmt0123389
IRS990/OtherRevenueMiscGrp/BusinessCd0812300
IRS990/OtherRevenueMiscGrp/Desc0LAUNDRY AND VENDING RE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04586
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04586
IRS990/OtherRevenueTotalAmt04586
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03056
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02873
IRS990/PrincipalOfficerNm0LEE SYRIA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0153887
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0153887
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt098943
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0146
IRS990/PYOtherExpensesAmt0321521
IRS990/PYOtherRevenueAmt03073
IRS990/PYProgramServiceRevenueAmt0138798
IRS990/PYRevenuesLessExpensesAmt0-80561
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0321521
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0240960
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-118165
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0158473
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080977
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077948
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt084345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt098943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100763
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0120409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0112740
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0517200
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0952
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0146
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0148
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01490
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0158473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0141871
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0123549
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125539
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0129026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0678458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0146
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0148
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01490
IRS990ScheduleA/InvestmentIncomeCYPct00.00120
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99880
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt01195658
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0242818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0240814
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0224312
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0245948
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0241766
IRS990ScheduleA/Total509Grp/TotalAmt01195658
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0243770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0240960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0224431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0246073
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0241914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01197148
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01123836
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01313538
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02437374
IRS990ScheduleD/EquipmentGrp/BookValueAmt03059
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044659
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt047718
IRS990ScheduleD/ExpensesNotReportedAmt01521
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0360414
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/OtherExpensesIncludedAmt01521
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0993
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0169682
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0170675
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011965
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1111424
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SPONSOR ADVANCES
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-1521
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-1521
IRS990ScheduleD/RevenueSubtotalAmt0243770
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE CORPORATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. IT IS THE CORPORATION'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 FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE FISCAL YEAR 2024.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FIXED ASSET DISPOSAL -1,521.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FIXED ASSET DISPOSAL 1,521.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01257888
IRS990ScheduleD/TotalExpensesPerForm990Amt0360414
IRS990ScheduleD/TotalLiabilityAmt0123389
IRS990ScheduleD/TotalRevenuePerForm990Amt0242249
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0243770
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0361935
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0CEMO WAGE SURVEY IS CONDUCTED BY EVERYATE, AND THEIR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN LLP, DOES AN ANNUAL REVIEW OF THE CEO AND SENIOR LEADERSHIP SALARIES WHICH IS REPORTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO EVERYAGE, A RELATED PUBLIC CHARITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 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 FORM ON THE BOARD PORTAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CEMO WAGE SURVEY IS CONDUCTED BY EVERYATE, AND THEIR INDEPENDENT CONSULTANT, CLIFTONLARSONALLEN LLP, DOES AN ANNUAL REVIEW OF THE CEO AND SENIOR LEADERSHIP SALARIES WHICH IS REPORTED TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.