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New Bern Older Adult Housing Incorported

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Housing Development, Construction, Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$413k (2024)

Expenses
$524k (2024)

Total Assets
$1.27M (2024)

Total Liabilities
$345k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$412,869
Expenses
$524,325
Net Income
-$111,456
Net Assets
$924,017
Notable Sources of Revenue Percent of Total Revenue
Contributions $248,001
60.1%
Program Services $155,672
37.7%
Investment Income $829
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,840
Net Inventory Sales $0
Other Revenue $10,207
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,268,893
Total Liabilities $344,876
Net Assets $924,017
Compensation
Key Employees and Officers Compensation Related Other
Cory Tobin (Chair) $0 $0 $0
Jesse Clanton (Director) $0 $0 $0
Teresa Cooper (Director) $0 $0 $0
Larry Covington (Director) $0 $0 $0
Walter Hoffman (Director) $0 $0 $0
Michelle Pooler (Director) $0 $0 $0
Victor Taylor (Director) $0 $0 $0
Lisa Ward (Director) $0 $0 $0
Mary Worsley (Director) $0 $0 $0
Lee Syria (President/Ceo) $0 $492,511 $48,900
Jeannette Breckenridge (Director Of Housing Services) $0 $154,209 $16,817
Tammy Jones (Chief Financial Officer) $0 $214,891 $32,210

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,166
Expenses
$434,003
Net Income
-$37,837
Net Assets
$1,035,473
Notable Sources of Revenue Percent of Total Revenue
Contributions $246,290
62.2%
Program Services $140,838
35.6%
Investment Income $104
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,105
Net Inventory Sales $0
Other Revenue $10,039
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,325,288
Total Liabilities $289,815
Net Assets $1,035,473
Compensation
Key Employees and Officers Compensation Related Other
Kathy H Wood Zealy Phd (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Linda Shaw (Director) $0 $0 $0
Jesse Clanton (Director) $0 $0 $0
Beth Roberts (Director) $0 $0 $0
Mary Worsley (Director) $0 $0 $0
Victor Taylor (Director) $0 $0 $0
Michelle Pooler (Director) $0 $0 $0
Teresa Cooper (Director) $0 $0 $0
Cory Tobin (Chair) $0 $0 $0
Lee Syria (President/Ceo) $0 $434,680 $44,881
Jeannette Breckenridge (Director Of Housing Services) $0 $141,128 $15,713
John White (Cfo (Ended 11/2022)) $0 $244,552 $36,281
Tammy Jones (Cfo (Started 2/2023)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$381,357
Expenses
$390,280
Net Income
-$8,923
Net Assets
$1,073,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $248,071
65.0%
Program Services $131,501
34.5%
Investment Income $44
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,473
Net Inventory Sales $0
Other Revenue $4,214
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,372,988
Total Liabilities $299,678
Net Assets $1,073,310
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
John White (Assistant Treasurer) $0 $256,451 $21,179
Jeannette Breckenridge (Assistant Secretary) $0 $134,841 $14,504
Mary Worsely (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Victor Taylor (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Dr Kathy H Wood Phd (Director) $0 $0 $0
Linda Shaw (Director) $0 $0 $0
Jesse Clanton (Director) $0 $0 $0
Beth Roberts (Director) $0 $0 $0
Lee B Syria (President & Ceo Of Related Organization) $0 $403,114 $39,000

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$358,016
Expenses
$501,879
Net Income
-$143,863
Net Assets
$1,082,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $227,591
63.6%
Program Services $127,589
35.6%
Investment Income $32
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,039
Net Inventory Sales $0
Other Revenue $5,843
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,450,133
Total Liabilities $367,900
Net Assets $1,082,233
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
John White (Assistant Treasurer) $0 $131,874 $11,850
Jeannette Breckenridge (Assistant Secretary) $0 $129,713 $13,861
Rev Martha Brown (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Marianne Ratcliffe (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Linda Shaw (Director) $0 $0 $0
Jesse Clanton (Director) $0 $0 $0
Beth Roberts (Director) $0 $0 $0
Kathy Wood (Director) $0 $0 $0
Lee B Syria (President And Ceo Of Everyage) $0 $352,106 $39,000
Gary Shull (Former Assistant Treasurer) $0 $228,006 $15,872

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,303
Expenses
$411,695
Net Income
-$110,392
Net Assets
$1,226,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,667
61.3%
Program Services $126,000
41.8%
Investment Income $89
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$15,847
Net Inventory Sales $0
Other Revenue $6,394
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,475,273
Total Liabilities $249,177
Net Assets $1,226,096
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
John White (Incoming Assistant Treasurer) $0 $0 $0
Gary Shull (Outgoing Assistant Treasurer) $0 $241,773 $33,596
Jeannette Breckenridge (Assistant Secretary) $0 $122,104 $13,115
Rev Martha Brown (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Rinnie Orr (Director) $0 $0 $0
Marianne Ratcliffe (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Sarah Vinas (Director) $0 $0 $0
Dr Kathy H Wood Phd (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,668
Expenses
$371,473
Net Income
-$69,805
Net Assets
$1,336,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,899
58.6%
Program Services $125,546
41.6%
Investment Income $80
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,480
Net Inventory Sales $0
Other Revenue $4,623
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,540,661
Total Liabilities $204,173
Net Assets $1,336,488
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
Doug Brown (Past Chair) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $221,468 $31,873
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Kathy Harvell (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Marianne Ratliffe (Director) $0 $0 $0
Rinnie Orr (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Sarah Vinas (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,823
Expenses
$344,440
Net Income
-$44,617
Net Assets
$1,406,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,284
60.1%
Program Services $118,587
39.6%
Investment Income $72
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,854
Net Inventory Sales $0
Other Revenue $5,734
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,598,983
Total Liabilities $192,690
Net Assets $1,406,293
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
Doug Brown (Past Chair) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $220,711 $31,190
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Kathy Harvell (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Rinnie Orr (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Sarah Vinas (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,708
Expenses
$345,819
Net Income
-$43,111
Net Assets
$1,450,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $178,695
59.0%
Program Services $120,382
39.8%
Investment Income $66
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,565
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,664,417
Total Liabilities $213,507
Net Assets $1,450,910
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
Doug Brown (Past Chair) $0 $0 $0
Dr Henry Lister (Treasurer) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $203,515 $30,291
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Kathy Harvell (Director) $0 $0 $0
Joan Marsh (Director) $0 $0 $0
Kelsey Mccleave (Director) $0 $0 $0
Rinnie Orr (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Sarah Vinas (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,094
Expenses
$408,137
Net Income
-$116,043
Net Assets
$1,494,021
Notable Sources of Revenue Percent of Total Revenue
Contributions $162,758
55.7%
Program Services $124,511
42.6%
Investment Income $67
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,758
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $68,708
16.8%
Assets/Debt
Total Assets $1,701,433
Total Liabilities $207,412
Net Assets $1,494,021
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
Doug Brown (Past Chair) $0 $0 $0
Dr Henry Lister (Treasurer) $0 $0 $0
Rev J Richard Edens (Secretary) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $197,598 $31,137
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Rev Darrell Sluder (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Joan Marsh (Director) $0 $0 $0
Susan Bridgman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,036
Expenses
$355,190
Net Income
-$75,154
Net Assets
$1,610,064
Notable Sources of Revenue Percent of Total Revenue
Contributions $155,843
55.7%
Program Services $120,151
42.9%
Investment Income $67
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,975
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $78,809
22.2%
Assets/Debt
Total Assets $1,789,509
Total Liabilities $179,445
Net Assets $1,610,064
Compensation
Key Employees and Officers Compensation Related Other
Mr Randy Orwig (Chairman) $0 $0 $0
Dr Henry Lister (Treasurer) $0 $0 $0
Rev Richard Edens (Secretary) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $193,090 $29,953
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Mr Walter Hoffman (Director) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Dr Linda Morris (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,608
Expenses
$351,931
Net Income
-$81,323
Net Assets
$1,685,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $150,234
55.5%
Program Services $117,165
43.3%
Investment Income $64
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,145
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $77,499
22.0%
Assets/Debt
Total Assets $1,858,142
Total Liabilities $172,924
Net Assets $1,685,218
Compensation
Key Employees and Officers Compensation Related Other
Rev Randy Orwig (Chairman) $0 $0 $0
Doug Brown (Past Chairman) $0 $0 $0
Dr Henry Lister (Treasurer) $0 $0 $0
Rev Richard Edens (Secretary) $0 $0 $0
Gary Shull (Assistant Treasurer) $0 $173,497 $28,309
Jeannette Breckenridge (Assistant Secretary) $0 $0 $0
Susan Bridgman (Director) $0 $0 $0
Rev Martha Brown (Director) $0 $0 $0
Joan Marsh (Director) $0 $0 $0
Eric Roberts (Director) $0 $0 $0
Rev Darrell Sluder (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,977
Expenses
$306,925
Net Income
-$70,948
Net Assets
$1,766,541
Notable Sources of Revenue Percent of Total Revenue
Contributions $133,025
56.4%
Program Services $110,036
46.6%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,651
Net Inventory Sales $0
Other Revenue $3,496
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,346
23.6%
Assets/Debt
Total Assets $1,928,288
Total Liabilities $161,747
Net Assets $1,766,541

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$252,200
Expenses
$327,308
Net Income
-$75,108
Net Assets
$1,837,489
Notable Sources of Revenue Percent of Total Revenue
Contributions $141,812
56.2%
Program Services $107,445
42.6%
Investment Income $109
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,834
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $67,944
20.8%
Assets/Debt
Total Assets $1,987,973
Total Liabilities $150,484
Net Assets $1,837,489

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$225,324
Expenses
$322,082
Net Income
-$96,758
Net Assets
$1,912,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,702
65.6%
Program Services $103,108
45.8%
Investment Income $553
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$28,825
Net Inventory Sales $0
Other Revenue $2,786
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $72,574
22.5%
Assets/Debt
Total Assets $2,084,831
Total Liabilities $172,234
Net Assets $1,912,597

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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