EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC (EIN 56-0670676)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-16
- IRS object ID
- 202340759349300049
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-16T09:01:13-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561743537 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGDON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 US HIGHWAY 70 EAST SUITE 100 | AddressLine1Txt |
| City | GARNER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275294051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560670676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER SEALS UCP NORTH CAROLINA & | BusinessNameLine1Txt |
| Business Name Line2 | VIRGINIA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 9197838898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5171 GLENWOOD AVENUE SUITE 211 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUANNE WELCH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9198658652 | PhoneNum |
| Signature | 2023-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LUANNE | PersonFirstNm |
| Person Last | WELCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN DEAN | PreparerPersonNm |
| PTIN | P01281194 | PTIN |
| Phone | 9196621001 | PhoneNum |
| Preparation | 2023-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LUANNE WELCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5171 GLENWOOD AVENUE SUITE 211 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $91,912,977 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EASTERSEALSUCP.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | EASTERSEALS UCP NORTH CAROLINA & VIRGINA, INC. CREATES OPPORTUNITIES, AND CHANGES THE LIVES OF PEOPLE WITH DISABILITIES AND MENTAL HEALTH CHALLENGES BY MAXIMIZING THEIR INDIVIDUAL POTENTIAL FOR LIVING, LEARNING, AND WORKING IN THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2800 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,214,155 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,657,639 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,829,735 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $87,270,545 | CYProgramServiceRevenueAmt |
| PY Investment Income | $348,662 | PYInvestmentIncomeAmt |
| CY Investment Income | $279,731 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,664 | PYOtherRevenueAmt |
| CY Other Revenue | $600,422 | CYOtherRevenueAmt |
| PY Total Revenue | $89,442,216 | PYTotalRevenueAmt |
| CY Total Revenue | $91,808,337 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,039,606 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,447,766 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $287,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,302,375 | PYOtherExpensesAmt |
| CY Other Expenses | $22,571,900 | CYOtherExpensesAmt |
| PY Total Expenses | $85,341,981 | PYTotalExpensesAmt |
| CY Total Expenses | $90,019,666 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,100,235 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,788,671 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,091,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,056,860 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,116,813 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,948,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,974,731 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,108,631 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EASTERSEALS UCP NORTH CAROLINA & VIRGINA, INC. CREATES OPPORTUNITIES, AND CHANGES THE LIVES OF PEOPLE WITH DISABILITIES AND MENTAL HEALTH CHALLENGES BY MAXIMIZING THEIR INDIVIDUAL POTENTIAL FOR LIVING, LEARNING, AND WORKING IN THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $41,661,732 | ExpenseAmt |
| Revenue | $44,056,500 | RevenueAmt |
| Desc | INTELLECTUAL AND DEVELOPMENTAL DISABILITY (IDD) AND AUTISM SERVICES: EASTERSEALS UCP PROVIDES HOME AND COMMUNITY BASED SERVICES THAT HELP CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND THOSE DUALLY DIAGNOSED BE ENGAGED AND CONTRIBUTING MEMBERS OF THEIR FAMILY AND COMMUNITY. SPECIFIC SERVICES INCLUDE: EARLY CHILDHOOD INTERVENTION, HOME AND COMMUNITY-BASED SERVICES, SKILL BUILDING, PERSONAL ASSISTANCE, RESPITE SERVICES, ADVOCACY ALTERNATIVE FAMILY LIVING, GROUP AND SUPPORTED LIVING, YOUTH TRANSITION TO EMPLOYMENT, EMPLOYMENT TRAINING & PLACEMENT, CAMP & RECREATION, APPLIED BEHAVIORAL ANALYSIS, BEHAVIOR REDUCTION, COMMUNICATION, LEARNER READINESS, PARENT COLLABORATION, SOCIAL SKILLS, GROUP INSTRUCTION, COMMUNITY PARTICIPATION, AND SCHOOL CONSULTATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,571,369 | ExpenseAmt |
| Revenue | $31,018,286 | RevenueAmt |
| Desc | BEHAVIORAL HEALTH SERVICES: EASTERSEALS UCP PROVIDES HIGH QUALITY RESPONSIVE EVIDENCED BASED AND EVIDENCED INFORMED BEHAVIORAL HEALTH SERVICES. OUR BEHAVIORAL HEALTH PROGRAMS ARE PERSON CENTERED AND FAMILY CENTRIC. WE PROVIDE SUPPORT THAT FOSTERS RESILIENCE AND WALK ALONGSIDE THE PEOPLE WE SUPPORT AS THEY TRAVEL THEIR ROAD TO RECOVERY. SPECIFIC SERVICES INCLUDE: OUTPATIENT CLINICS, HIGH FIDELITY WRAP, CHILD FIRST, PEER SUPPORT, EMPLOYMENT, INDIVIDUAL PLACEMENT SUPPORTS (IPS), CRITICAL TIME INTERVENTION, ASSERTIVE COMMUNITY TREATMENT, MULTI-SYSTEMIC THERAPY, INTENSIVE IN-HOME, TENANCY MANAGEMENT SUPPORTS, AND THERAPEUTIC FOSTER CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,713,346 | ExpenseAmt |
| Revenue | $12,195,759 | RevenueAmt |
| Desc | CRISIS SERVICES: EASTERSEALS UCP PROVIDES INTEGRATED SHORT-TERM RESPONSE TO ASSIST INDIVIDUALS EXPERIENCING A BEHAVIORAL HEALTH OR SUBSTANCE USE CRISIS. WE PROVIDE THE SUPPORT NEEDED TO EFFECTIVELY NAVIGATE THE CURRENT CRISIS AND PROVIDE SUPPORT AND RESOURCES TO CONNECT INDIVIDUALS TO THE BEST CARE TO PREVENT FUTURE CRISIS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $81,946,447 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 187 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2800 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HILTY CFO | PersonNm |
| Phone | 9198658872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5171 GLENWOOD AVE SUITE 211 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| LUANNE WELCH | ||||||||
| PRESIDENT & | 55.00 | Yes (X) | $356,380 | $0 | $5,552 | |||
| JAMES HILTY | ||||||||
| CFO | 55.00 | Yes (X) | $219,382 | $0 | $5,552 | |||
| CHERYL TUNNING | ||||||||
| MARKETING OF | 40.00 | $166,872 | $0 | $4,580 | Yes (X) | |||
| CHERYL MANNON | ||||||||
| CCO | 40.00 | $170,931 | $0 | $96 | Yes (X) | |||
| MARIBEL ANAYA-HAMMER | ||||||||
| CHIEF PEOPLE | 40.00 | Yes (X) | $158,690 | $0 | $5,552 | |||
| MARK GERMANN | ||||||||
| VP OF OPS IN | 40.00 | $149,008 | $0 | $5,552 | Yes (X) | |||
| PETER NOWAK | ||||||||
| VP OF IT | 40.00 | $135,079 | $0 | $5,552 | Yes (X) | |||
| LISA COX | ||||||||
| VP OF FINANC | 40.00 | $119,015 | $0 | $4,736 | Yes (X) | |||
| NEVA EDENS BARTHOLOMEW | ||||||||
| PHYSICIAN | 40.00 | $111,646 | $0 | $2,818 | Yes (X) | |||
| ELIZABETH HILL | ||||||||
| VP HOME SERV | 40.00 | $105,796 | $0 | $5,552 | Yes (X) | |||
| RICK ANICETTI | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SANDRA BOUWMAN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GONZALO CHECA | ||||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH DEBIASI | ||||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| SAM EBERTS | ||||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DENISE HILL | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL O'DONNELL | ||||||||
| PAST CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JONATHAN SHAPIRO | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIHALI STAVLAS | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| DONALD THOMPSON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MIKE WATERS | ||||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,692,799 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $45,542 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAREN BILLMIRE MD | |||||
| 119 SUMMERLIN DR | CHAPEL HILL | NC | 27514 | PSYCH SERVICES | $284,000 |
| TOMORROWS PROMISE INC | |||||
| 5393 HIDDEN STREAM DRIVE | LEWISVILLE | NC | 27023 | PSYCH SERVICES | $262,820 |
| RELIAS LLC | |||||
| PO BOX 74008620 | CHICAGO | IL | 60674 | ONLINE TRAINING | $245,327 |
| PHYLLIS ATWELL | |||||
| 2425 WRIGHTWOOD AVE | DURHAM | NC | 27705 | PSYCH SERVICES | $219,787 |
| KILPATRICK TOWNSEND | |||||
| PO BOX 945614 | ATLANTA | GA | 30394 | LEGAL SERVICES | $204,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,221,275 | GovernmentGrantsAmt |
| All Other Contributions | $436,364 | AllOtherContributionsAmt |
| Total Contributions | $3,657,639 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CLIENT SERVICE REVENUE | Desc |
| Total Revenue Column | $87,270,545 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $87,270,545 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $87,270,545 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,115 | TotalRevenueColumnAmt |
| Exclusion | $38,115 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,907 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,907 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,907 | TotalRevenueColumnAmt |
| Exclusion | $52,907 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $345,418 | SecuritiesAmt |
| Other | $838 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,197 | SecuritiesAmt |
| Other | $13,443 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $254,221 | SecuritiesAmt |
| Other | -$12,605 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,616 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ARC OF NC DEBT FORGIVENESS | $513,442 | $513,442 |
| MISCELLANEOUS | $34,073 | $34,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $547,515 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,808,337 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $88,059,676 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $91,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,623,091 | TotalAmt |
| Program Services | $1,507,771 | ProgramServicesAmt |
| Management And General | $110,674 | ManagementAndGeneralAmt |
| Fundraising | $4,646 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,980,932 | TotalAmt |
| Program Services | $49,216,663 | ProgramServicesAmt |
| Management And General | $3,612,629 | ManagementAndGeneralAmt |
| Fundraising | $151,640 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,563,334 | TotalAmt |
| Program Services | $7,954,913 | ProgramServicesAmt |
| Management And General | $583,911 | ManagementAndGeneralAmt |
| Fundraising | $24,510 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,280,409 | TotalAmt |
| Program Services | $3,976,288 | ProgramServicesAmt |
| Management And General | $291,870 | ManagementAndGeneralAmt |
| Fundraising | $12,251 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,458 | TotalAmt |
| Program Services | $9,301 | ProgramServicesAmt |
| Management And General | $121,157 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,961 | TotalAmt |
| Program Services | $7,697 | ProgramServicesAmt |
| Management And General | $100,264 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,000 | TotalAmt |
| Program Services | $5,347 | ProgramServicesAmt |
| Management And General | $69,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,142,523 | TotalAmt |
| Program Services | $8,495,997 | ProgramServicesAmt |
| Management And General | $646,526 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,673 | TotalAmt |
| Program Services | $14,340 | ProgramServicesAmt |
| Management And General | $1,733 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,264 | TotalAmt |
| Program Services | $170,707 | ProgramServicesAmt |
| Management And General | $51,414 | ManagementAndGeneralAmt |
| Fundraising | $2,143 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,970,665 | TotalAmt |
| Program Services | $2,553,140 | ProgramServicesAmt |
| Management And General | $375,719 | ManagementAndGeneralAmt |
| Fundraising | $41,806 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,638,079 | TotalAmt |
| Program Services | $3,203,823 | ProgramServicesAmt |
| Management And General | $401,986 | ManagementAndGeneralAmt |
| Fundraising | $32,270 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625,123 | TotalAmt |
| Program Services | $1,574,001 | ProgramServicesAmt |
| Management And General | $50,482 | ManagementAndGeneralAmt |
| Fundraising | $640 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,893 | TotalAmt |
| Program Services | $17,741 | ProgramServicesAmt |
| Management And General | $9,282 | ManagementAndGeneralAmt |
| Fundraising | $870 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,841 | TotalAmt |
| Program Services | $118,261 | ProgramServicesAmt |
| Management And General | $26,008 | ManagementAndGeneralAmt |
| Fundraising | $572 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,513 | TotalAmt |
| Program Services | $460,066 | ProgramServicesAmt |
| Management And General | $410,895 | ManagementAndGeneralAmt |
| Fundraising | $552 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,003 | TotalAmt |
| Program Services | $779,747 | ProgramServicesAmt |
| Management And General | $171,485 | ManagementAndGeneralAmt |
| Fundraising | $3,771 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT & SUPPLIE | $1,004,639 | $1,004,639 | ||
| STAFF RECRUITMENT & TRAIN | $500,832 | $180,593 | $320,095 | $144 |
| LICENSES AND FEES | $457,250 | $348,143 | $108,579 | $528 |
| OUTREACH | $244,564 | $244,564 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,619 | TotalAmt |
| Program Services | $102,705 | ProgramServicesAmt |
| Management And General | $321,035 | ManagementAndGeneralAmt |
| Fundraising | $10,879 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,019,666 | TotalAmt |
| Program Services | $81,946,447 | ProgramServicesAmt |
| Management And General | $7,785,397 | ManagementAndGeneralAmt |
| Fundraising | $287,822 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,106,909 | BOYAmt |
| EOY | $3,386,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,738,009 | BOYAmt |
| EOY | $7,853,610 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,371 | BOYAmt |
| EOY | $823,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,498,860 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,387,153 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,686,929 | BOYAmt |
| EOY | $4,111,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,507,600 | BOYAmt |
| EOY | $2,659,085 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,726 | BOYAmt |
| EOY | $222,205 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,091,544 | BOYAmt |
| EOY | $19,056,860 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,011,809 | BOYAmt |
| EOY | $6,105,368 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,072 | BOYAmt |
| EOY | $607,373 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,898,747 | BOYAmt |
| EOY | $3,609,261 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,185 | BOYAmt |
| EOY | $626,227 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,116,813 | BOYAmt |
| EOY | $10,948,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,253,218 | BOYAmt |
| EOY | $7,460,713 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $721,513 | BOYAmt |
| EOY | $647,918 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,974,731 | BOYAmt |
| EOY | $8,108,631 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,091,544 | BOYAmt |
| EOY | $19,056,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,788,671 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$673,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $18,927 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,916,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,419,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,587,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,214,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,657,639 | CurrentTaxYearAmt |
| Total | $20,795,688 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,916,926 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,419,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,587,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,214,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,657,639 | CurrentTaxYearAmt |
| Total | $20,795,688 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $89,051 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,706,637 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,022 | CurrentTaxYearAmt |
| Total | $276,804 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400,340 | CurrentTaxYearMinus3YearsAmt |
| Total | $474,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,547,428 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $406,842,478 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 408,371 RENTAL INCOME 32,190 INTERCO COMPENSATION REIMB 34,375 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $75,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $75,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CONTRACTED WITH A LOBBYING FIRM TO PROVIDE ADVOCACY SUPPORT FOR THE ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $690,035 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$70,255 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,339 | OtherExpendituresAmt |
| End Year Balance | $616,441 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $548,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $144,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,077 | OtherExpendituresAmt |
| End Year Balance | $690,035 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $545,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,921 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,200 | OtherExpendituresAmt |
| End Year Balance | $548,297 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,753 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,661 | OtherExpendituresAmt |
| End Year Balance | $545,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $491,507 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,604 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,358 | OtherExpendituresAmt |
| End Year Balance | $521,753 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.58420 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $563,581 | OtherCostOrOtherBasisAmt |
| Book Value | $563,581 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,886,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,358,222 | DepreciationAmt |
| Book Value | $1,528,485 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,060,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,059,954 | DepreciationAmt |
| Book Value | $1,000,132 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,923,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,587,019 | DepreciationAmt |
| Book Value | $336,875 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,064,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,381,958 | DepreciationAmt |
| Book Value | $682,634 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,111,707 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $2,659,085 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,659,085 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT COST LIABILITY | Desc |
| Amt | $626,227 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $626,227 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $91,224,637 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$673,698 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $89,998 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$583,700 | RevenueNotReportedAmt |
| Revenue Subtotal | $91,808,337 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $91,808,337 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,109,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $89,998 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $89,998 | ExpensesNotReportedAmt |
| Expenses Subtotal | $90,019,666 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $90,019,666 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE ORGANIZATION'S ENDOWMENT CONSISTS OF FOUR DONOR-RESTRICTED ENDOWMENTS THAT SUPPORT PARTICULAR PROGRAMS OR TYPES OF EXPENDITURE. |
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATIONS POLICY IS TO RECORD A LIABILITIY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2022 AND 2021. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| LUANNE WELCH | |||
| PRESIDENT & CEO | $356,380 | $5,552 | $361,932 |
| JAMES HILTY | |||
| CFO | $219,382 | $5,552 | $224,934 |
| CHERYL TUNNING | |||
| MARKETING OFFICER | $166,872 | $4,580 | $171,452 |
| CHERYL MANNON | |||
| CCO | $170,931 | $96 | $171,027 |
| MARIBEL ANAYA-HAMMER | |||
| CHIEF PEOPLE OFFICER | $158,690 | $5,552 | $164,242 |
| MARK GERMANN | |||
| VP OF OPS INTEL | $149,008 | $5,552 | $154,560 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | EASTERSEALS UCP NORTH CAROLINA & VIRGINA, INC. CREATES OPPORTUNITIES, AND CHANGES THE LIVES OF PEOPLE WITH DISABILITIES AND MENTAL HEALTH CHALLENGES BY MAXIMIZING THEIR INDIVIDUAL POTENTIAL FOR LIVING, LEARNING, AND WORKING IN THEIR COMMUNITIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE AND AUDIT COMMITTEE RESPONSIBLE FOR REVIEW AND APPROVAL OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IT IS THE POLICY OF THE ORGANIZATION EASTER SEALS UCP NORTH CAROLINA AND VIRGINIA, INC. (ESUCP) TO PROVIDE ON-GOING MONITORING, CONDUCT A REVIEW AND UPDATE THE AGENCY'S POLICIES AS NECESSARY. THE POLICY MANUAL, INCLUSIVE OF THE CONFLICT OF INTEREST POLICY, IS REVIEWED ON AN ANNUAL BASIS. THE POLICIES ARE REVISED AS NEEDED WITH APPROVAL BY THE EXECUTIVE TEAM. THE CFO IS RESPONSIBLE FOR ENSURING ENFORCEMENT BY ESTABLISHING AND PROVIDING TRAINING OF PROCESSES AND PROCEDURES AS NEEDED WHICH COMPLY WITH THE APPROVED POLICIES. THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS, OFFICERS AND LEADERSHIP (INCLUDING ALL MANAGEMENT LEVEL POSITIONS) TO ACT IN THE BEST INTERESTS OF THE ORGANIZATION, AND NOT IN THE FURTHERANCE OF PERSONAL INTERESTS OR THE INTERESTS OF THIRD PARTIES. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE A FULL DISCLOSURE OF ANY RELATIONSHIP, INFLUENCE OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THE ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN REPRESENTING THE ORGANIZATION, ANY EMPLOYMENT, CONSULTING RELATIONSHIP OR ADVISORY ACTIVITY WITH A COMPETITOR, POTENTIAL COMPETITOR, CUSTOMER OR POTENTIAL CUSTOMER OF THE ORGANIZATION, ANY SITUATIONS IN WHICH MATERIALS, SPECIALIZED KNOWLEDGE, AND/OR TECHNIQUES HAVE BEEN PROVIDED AS A RESULT OF AFFILIATION WITH THE ORGANIZATION, ANY RELATIONSHIP (PERSONAL OR FAMILY), INTEREST OR OWNERSHIP WITH A VENDOR, CONTRACTOR, GRANTOR, SUPPLIER OR CONSULTANT WITH WHOM THE ORGANIZATION DOES OR INTENDS TO DO BUSINESS, AND ANY BUSINESS OR FAMILY RELATIONSHIP, WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. DISCLOSURE IS REQUIRED TO BE IN WRITING AND UPDATED ON AN ANNUAL BASIS THEREAFTER. IF CIRCUMSTANCES CHANGE BEFORE THE ANNUAL DISCLOSURE REQUEST, REVISED INFORMATION IS REQUIRED AS IT OCCURS. ANY DISCLOSURE INFORMATION PROVIDED BY THE BOARD OF DIRECTORS AND OFFICERS IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. LEADERSHIP DISCLOSURES ARE REVIEWED BY HUMAN RESOURCES AND OFFICERS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS AND CEO EVALUATION AND COMPENSATION COMMITTEE ("COMMITTEE") ESTABLISHES THE COMPENSATION OF THE CEO. TO ESTABLISH THE COMPENSATION, THE COMMITTEE UTILIZES VARIOUS RESOURCES INCLUDING AN INDEPENDENT CONSULTANT, CEO COMPENSATION REPORTED ON THE FORM 990 FOR SIMILAR ORGANIZATIONS, AS WELL AS OTHER RELEVANT COMPENSATION RESOURCES. THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED AND DELIBERATION BY THE BOARD OF DIRECTORS, THE CEO COMPENSATION IS ESTABLISHED THROUGH A WRITTEN EMPLOYMENT CONTRACT. IN ADDITION, THE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO. |
| FORM 990, PAGE 6, PART VI, LINE 15B | OFFICER AND KEY EMPLOYEE COMPENSATION DECISIONS ARE REVIEWED BY THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE ALONG WITH THE CEO. CONSISTENT WITH THE ORGANIZATION'S OVERALL COMPENSATION POLICIES, CONTEMPORANEOUS COMPARABLE SALARY DATA IS REFERENCED IN CONJUNCTION WITH RECOMMENDATION FROM THE CEO. |
| FORM 990, PAGE 6, PART VI, LINE 19 | REQUESTS FROM THE PUBLIC FOR DISCLOSURE OF FINANCIAL INFORMATION AND/OR GOVERNING DOCUMENTS MAY BE HONORED AT THE ORGANIZATION'S PRINCIPAL OFFICE, REQUESTED IN WRITING OR EMAIL. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACTED SERVICES 8,460,240 180,757 0 OTHER PROFESSIONAL SERVICES 35,757 465,769 0 TOTAL 8,495,997 646,526 0 |
| FORM 990, PART XI, LINE 9 | PENSION-RELATED CHANGES 18,927 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER SEALS UCP NC HOUSING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5171 GLENWOOD AVENUE SUITE 211 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581620890 | EIN |
| Primary Activities | HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESUCP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS OF EASTER SEALS UNITED CEREBRAL PALSY NC HOUSING, INC. (REFERENCED ON SCH. R, PART II) IS COMPLETELY COMPRISED OF EMPLOYEES OF THE FILING ORGANIZATION. THE PURPOSE OF THE CONTROLLED ORGANIZATION IS TO HOLD REAL ESTATE RELATED TO PROPERTIES FINANCED WITH US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) FOR RESIDENTIAL HOUSING FOR PERSONS WITH MENTAL HEALTH AND DEVELOPMENTAL DISABILITIES. | ExplanationTxt |