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OPERATION OF A CCRC PROVIDING HOUSING, HEALTHCARE, AND OTHER SERVICES TO SENIORS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$40.6M
Program Spending
80%
of total expenses go to program services
Total Contributions
$167.8K
Total Expenses
▼$36M
Total Assets
$127.8M
Total Liabilities
▼$92.4M
Net Assets
$35.4M
Officer Compensation
→N/A
Other Salaries
$16.1M
Investment Income
$6.7M
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $845.8K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
ORANGE COUNTY NORTH CAROLINA56-6000327 | HILLSBOROUGH, NC | $175K | Cash | GENERAL SUPPORT, SENIOR SERVICES |
TOWN OF CHAPEL HILL56-6001199 | CHAPEL HILL, NC | $125K | Cash | GENERAL SUPPORT, SENIOR SERVICES |
CHARLES HOUSE ASSOCIATION58-1582881 | CHAPEL HILL, NC | $75.6K | Cash | BELOW-MARKET RENTS FOR SENIOR DAY CARE CENTER |
PEE WEE HOMES82-2624086 | CHAPEL HILL, NC | $60K | Cash | AFFORDABLE HOUSING FOR SENIORS |
UNC SCHOOL OF MEDICINE56-6057494 | CHAPEL HILL, NC | $50K | Cash | GERIATRIC MEDICINE WORKFORCE DEVELOPMENT |
CHAPEL HILL CARRBORO MEALS ON WHEELS59-1721954 | CHAPEL HILL, NC | $50K | Cash | MEALS FOR FOOD-INSECURE SENIORS |
MARIAN CHEEK JACKSON CENTER46-1988511 | CHAPEL HILL, NC | $40K | Cash | SUPPORT HOUSING FOR SENIORS |
HOPE RENOVATIONS82-3675207 | CARRBORO, NC | $35K | Cash | HOME RENOVATIONS FOR SENIORS |
SOLTYS PLACE56-2460614 | HILLSBOROUGH, NC | $31.2K | Cash | SUPPORT OF PERSONS LIVING WITH DEMENTIA |
UCC LIVING CENTERS INC56-1964906 | CHAPEL HILL, NC | $25K | Cash | SUPPORT HOUSING FOR SENIORS |
HABITAT FOR HUMANITY OF ORANGE COUNTY58-1603427 | CHAPEL HILL, NC | $25K | Cash | SUPPORT HOUSING FOR SENIORS |
LEADING AGE NORTH CAROLINA FOUNDATION56-1541496 | RALEIGH, NC | $25K | Cash | SUPPORT SENIOR SERVICES |
INTER-FAITH COUNCIL FOR SOCIAL SERVICES59-1224041 | CARRBORO, NC | $25K | Cash | MEALS FOR FOOD-INSECURE SENIORS; HOUSING FOR HOMELESS SENIORS |
SNOW APPROACH FOUNDATION INC88-2816398 | HILLSBOROUGH, NC | $20K | Cash | SUPPORT OF CARE GIVERS OF PERSONS LIVING WITH DEMENTIA |
| CARRBORO, NC | $17K | Cash | PROMOTE CAREERS IN AGING SERVICES | |
ST PAUL'S AME NIDA35-2370056 | CHAPEL HILL, NC | $15K | Cash | AFFORDABLE HOUSING FOR SENIORS |
UNC SCHOOL OF NURSING56-6001393 | CHAPEL HILL, NC | $15K | Cash | PROMOTE CAREERS IN AGING SERVICES |
PIEDMONT HEALTH SENIORCARE56-0952737 | CHAPEL HILL, NC | $15K | Cash | PACE PROGRAM FOR FRAIL SENIORS |
OE ENTERPRISES57-0740781 | HILLSBOROUGH, NC | $12K | Cash | SUPPORTED EMPLOYMENT FOR EMPLOYEES SERVING SENIORS |
SENIOR PHARM ASSIST56-2084639 | DURHAM, NC | $10K | Cash | PRESCRIPTION MANAGEMENT FOR SENIORS |
| Total | $845.8K | |||
HILLSBOROUGH, NC
$175K
CHAPEL HILL, NC
$125K
CHAPEL HILL, NC
$75.6K
CHAPEL HILL, NC
$60K
CHAPEL HILL, NC
$50K
CHAPEL HILL, NC
$50K
CHAPEL HILL, NC
$40K
CARRBORO, NC
$35K
HILLSBOROUGH, NC
$31.2K
CHAPEL HILL, NC
$25K
CHAPEL HILL, NC
$25K
RALEIGH, NC
$25K
CARRBORO, NC
$25K
HILLSBOROUGH, NC
$20K
CARRBORO, NC
$17K
CHAPEL HILL, NC
$15K
CHAPEL HILL, NC
$15K
CHAPEL HILL, NC
$15K
HILLSBOROUGH, NC
$12K
DURHAM, NC
$10K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $40.6M | $167.8K | $36M | $127.8M | $35.4M |
| 2023IRS e-File | $35.1M | $80.6K | $34.2M | $122M | $33.6M |
| 2022 | $31.9M | $220.4K | $32.5M | $120.6M | $29M |
| 2021 | $33.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Marianne Ratcliffe | President & CEO | 39 | $304.6K | $0 | $58.8K | $363.5K |
| Kenneth G Reeb Jr | VP Of Finance / CFO (retired) | 39 | $238.6K | $0 | $54.4K | $293K |
| Jess Aylor | Chair Of The Board | 1 | $0 | $0 | $0 | $0 |
| Larry Mcmanus | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Marianne Ratcliffe
President & CEO
$363.5K
Hrs/Wk
39
Compensation
$304.6K
Related Orgs
$0
Other
$58.8K
Kenneth G Reeb Jr
VP Of Finance / CFO (retired)
$293K
Hrs/Wk
39
Compensation
$238.6K
Related Orgs
$0
Other
$54.4K
Jess Aylor
Chair Of The Board
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Larry Mcmanus
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Jennifer Wilson | VP Of Well-being | 40 | $137.3K | $0 | $52K | $189.3K |
| Sarah Smiley | Occupational Therapist | 46 | $136K | $0 | $47.8K | $183.8K |
| Lydia Barnes | Rn - Registered Nurse | 57 | $136K | $0 | $33.5K |
Jennifer Wilson
VP Of Well-being
$189.3K
Hrs/Wk
40
Compensation
$137.3K
Related Orgs
$0
Other
$52K
Sarah Smiley
Occupational Therapist
$183.8K
Hrs/Wk
46
Compensation
$136K
Related Orgs
$0
Other
$47.8K
Lydia Barnes
Rn - Registered Nurse
$169.5K
Hrs/Wk
57
Compensation
$136K
Related Orgs
$0
Other
$33.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Adam Stein | Board Member | 1 | $0 | $0 | $0 | $0 |
| Allen Mask | Board Member | 1 | $0 | $0 | $0 | $0 |
| Ben Popkin | Board Member | 1 | $0 | $0 | $0 | $0 |
| Beth Schultz | Board Member | 1 | $0 | $0 | $0 | $0 |
| Bruce Runberg | Board Member | 1 | $0 | $0 | $0 | $0 |
| Charles House | Board Member |
Adam Stein
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Allen Mask
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ben Popkin
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $231.6K |
| $31M |
| $131.5M |
| $40.5M |
| 2020 | $32.6M | $50.6K | $30.4M | $128.5M | $33.4M |
| 2019 | $33.7M | $173.5K | $31.6M | $123.1M | $28.6M |
| 2018 | $33.5M | $347.9K | $30.7M | $115.3M | $21.8M |
| 2017 | $30.7M | $402.2K | $28.4M | $123.7M | $27.1M |
| 2016 | $28.8M | $306.3K | $28M | $116M | $18.7M |
| 2015 | $30.5M | $152.8K | $27.5M | $113.9M | $16.1M |
| 2014 | $29.1M | $489.4K | $25.3M | $115.8M | $18.2M |
| 2013 | $24.5M | $433.4K | $23.8M | $108.6M | $17.8M |
| 2012 | $25.8M | $566.7K | $22.6M | $86.5M | $8.7M |
| 2011 | $21.7M | $360.2K | $21.9M | $78.1M | $5.5M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2001 | 990 | — |
| $169.5K |
| Lizbeth Tomajko | VP Of Hr | 40 | $133.2K | $0 | $19.4K | $152.6K |
| Craig Anderson | Rehabilitation Coordinator | 40 | $129.1K | $0 | $21.1K | $150.2K |
Lizbeth Tomajko
VP Of Hr
$152.6K
Hrs/Wk
40
Compensation
$133.2K
Related Orgs
$0
Other
$19.4K
Craig Anderson
Rehabilitation Coordinator
$150.2K
Hrs/Wk
40
Compensation
$129.1K
Related Orgs
$0
Other
$21.1K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Crystal Torain | Board Member | 1 | $0 | $0 | $0 | $0 |
| Delores Baily | Board Member | 1 | $0 | $0 | $0 | $0 |
| Dorothy Heninger | Board Member | 1 | $0 | $0 | $0 | $0 |
| George Lensing | Board Member | 1 | $0 | $0 | $0 | $0 |
| John Evans | Board Member | 1 | $0 | $0 | $0 | $0 |
| John Hawkins | Board Member | 1 | $0 | $0 | $0 | $0 |
| Josh Gurlitz | Board Member | 1 | $0 | $0 | $0 | $0 |
| Kendall Page | Board Member | 1 | $0 | $0 | $0 | $0 |
| Margarete Sandelowski | Board Member | 1 | $0 | $0 | $0 | $0 |
| Rebecca Brent | Board Member | 1 | $0 | $0 | $0 | $0 |
| Stephen Elkins-Williams | Board Member | 1 | $0 | $0 | $0 | $0 |
| Susan Coppola | Board Member | 1 | $0 | $0 | $0 | $0 |
| Tom Miller | Board Member | 1 | $0 | $0 | $0 | $0 |
| Will Perreault | Board Member | 1 | $0 | $0 | $0 | $0 |
Beth Schultz
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Bruce Runberg
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Charles House
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Crystal Torain
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Delores Baily
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dorothy Heninger
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
George Lensing
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Evans
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Hawkins
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Josh Gurlitz
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kendall Page
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Margarete Sandelowski
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rebecca Brent
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Stephen Elkins-Williams
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Susan Coppola
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Tom Miller
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Will Perreault
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0