2023-03-16T09:01:13-04:00 2022-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2021-07-01 560670676 EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC EAST 9197838898 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 LUANNE WELCH PRESIDENT & CEO 9198658652 2023-03-15 true LUANNE WELCH XXX-XX-XXXX SUSAN DEAN P01281194 9196621001 2023-03-16 2021 2023-04-26 12:10:37Z LUANNE WELCH 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 91912977 false X WWW.EASTERSEALSUCP.COM X 1952 NC 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. 11 11 2800 70 0 5214155 3657639 83829735 87270545 348662 279731 49664 600422 89442216 91808337 0 0 63039606 67447766 0 287822 22302375 22571900 85341981 90019666 4100235 1788671 19091544 19056860 12116813 10948229 6974731 8108631 X 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. false false 41661732 44056500 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. 28571369 31018286 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. 11713346 12195759 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. 81946447 true true false true false false false false false true true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 187 0 true 2800 true false false false false false true true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false X JAMES HILTY CFO 9198658872 5171 GLENWOOD AVE SUITE 211 RALEIGH NC 27612 LUANNE WELCH PRESIDENT & 55.00 X 356380 0 5552 JAMES HILTY CFO 55.00 X 219382 0 5552 CHERYL TUNNING MARKETING OF 40.00 X 166872 0 4580 CHERYL MANNON CCO 40.00 X 170931 0 96 MARIBEL ANAYA-HAMMER CHIEF PEOPLE 40.00 X 158690 0 5552 MARK GERMANN VP OF OPS IN 40.00 X 149008 0 5552 PETER NOWAK VP OF IT 40.00 X 135079 0 5552 LISA COX VP OF FINANC 40.00 X 119015 0 4736 NEVA EDENS BARTHOLOMEW PHYSICIAN 40.00 X 111646 0 2818 ELIZABETH HILL VP HOME SERV 40.00 X 105796 0 5552 RICK ANICETTI BOARD MEMBER 1.00 X 0 0 0 SANDRA BOUWMAN BOARD MEMBER 1.00 X 0 0 0 GONZALO CHECA SECRETARY 1.00 X 0 0 0 ELIZABETH DEBIASI VICE CHAIR 1.00 X 0 0 0 SAM EBERTS CHAIR 1.00 X 0 0 0 DENISE HILL BOARD MEMBER 1.00 X 0 0 0 MICHAEL O'DONNELL PAST CHAIR 1.00 X 0 0 0 JONATHAN SHAPIRO BOARD MEMBER 1.00 X 0 0 0 MIHALI STAVLAS BOARD MEMBER 1.00 X 0 0 0 DONALD THOMPSON BOARD MEMBER 1.00 X 0 0 0 MIKE WATERS TREASURER 1.00 X 0 0 0 1692799 45542 17 false true false KAREN BILLMIRE MD 119 SUMMERLIN DR CHAPEL HILL NC 27514 PSYCH SERVICES 284000 TOMORROWS PROMISE INC 5393 HIDDEN STREAM DRIVE LEWISVILLE NC 27023 PSYCH SERVICES 262820 RELIAS LLC PO BOX 74008620 CHICAGO IL 60674 ONLINE TRAINING 245327 PHYLLIS ATWELL 2425 WRIGHTWOOD AVE DURHAM NC 27705 PSYCH SERVICES 219787 KILPATRICK TOWNSEND PO BOX 945614 ATLANTA GA 30394 LEGAL SERVICES 204867 15 3221275 436364 3657639 NET CLIENT SERVICE REVENUE 87270545 87270545 87270545 38115 38115 52907 52907 52907 52907 345418 838 91197 13443 254221 -12605 241616 241616 ARC OF NC DEBT FORGIVENESS 513442 513442 MISCELLANEOUS 34073 34073 547515 91808337 88059676 91022 X 1623091 1507771 110674 4646 52980932 49216663 3612629 151640 8563334 7954913 583911 24510 4280409 3976288 291870 12251 130458 9301 121157 107961 7697 100264 75000 5347 69653 9142523 8495997 646526 16673 14340 1733 600 224264 170707 51414 2143 2970665 2553140 375719 41806 3638079 3203823 401986 32270 1625123 1574001 50482 640 27893 17741 9282 870 144841 118261 26008 572 871513 460066 410895 552 955003 779747 171485 3771 PROGRAM SUPPORT & SUPPLIE 1004639 1004639 STAFF RECRUITMENT & TRAIN 500832 180593 320095 144 LICENSES AND FEES 457250 348143 108579 528 OUTREACH 244564 244564 434619 102705 321035 10879 90019666 81946447 7785397 287822 5106909 3386994 5738009 7853610 951371 823259 20498860 16387153 3686929 4111707 3507600 2659085 100726 222205 19091544 19056860 7011809 6105368 664072 607373 3898747 3609261 542185 626227 12116813 10948229 X 6253218 7460713 721513 647918 6974731 8108631 19091544 19056860 X 1788671 -673698 18927 X false true X true true true X 2916926 6419426 2587542 5214155 3657639 20795688 2916926 6419426 2587542 5214155 3657639 20795688 89051 20706637 288 26970 88021 70503 91022 276804 74596 400340 474936 21547428 406842478 0.96100 0.96650 X PART II, LINE 10 MISCELLANEOUS INCOME 408,371 RENTAL INCOME 32,190 INTERCO COMPENSATION REIMB 34,375 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 75000 false false 75000 false SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION CONTRACTED WITH A LOBBYING FIRM TO PROVIDE ADVOCACY SUPPORT FOR THE ORGANIZATION. 690035 -70255 3339 616441 548297 144815 3077 690035 545576 4921 2200 548297 521753 26484 2661 545576 491507 44604 14358 521753 0.58420 0.41580 false false 563581 563581 6886707 5358222 1528485 2060086 1059954 1000132 1923894 1587019 336875 9064592 8381958 682634 4111707 INVESTMENTS 2659085 F 2659085 BENEFIT COST LIABILITY 626227 626227 X 91224637 -673698 89998 -583700 91808337 91808337 90109664 89998 89998 90019666 90019666 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. X X X X false false false false false false false false false LUANNE WELCH PRESIDENT & CEO 356380 5552 361932 JAMES HILTY CFO 219382 5552 224934 CHERYL TUNNING MARKETING OFFICER 166872 4580 171452 CHERYL MANNON CCO 170931 96 171027 MARIBEL ANAYA-HAMMER CHIEF PEOPLE OFFICER 158690 5552 164242 MARK GERMANN VP OF OPS INTEL 149008 5552 154560 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 EASTER SEALS UCP NC HOUSING INC 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 581620890 HOUSING NC 501 7 ESUCP true false false false false false false false false false false false false false false false false false false false SCHEDULE R 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.