2021-06-03T14:23:03-05:00 2020-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2020-01-01 562135246 HEALING TRANSITIONS INTERNATIONAL INC HEAL 9198389800 1251 GOODE STREET RALEIGH NC 27603 CHRIS BUDNICK EXECUTIVE DIRECTOR 9198389800 2021-06-02 1 CHRIS BUDNICK 999009999 MATTHEW MCKINNEY P01707028 8283222070 2021-06-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRIS BUDNICK 1251 GOODE STREET RALEIGH NC 27603 7598393 0 X WWW.HEALING-TRANSITIONS.ORG X 1999 NC INNOVATIVE PEER-BASED, RECOVERY-ORIENTED SERVICES TO HOMELESS, UNINSURED AND UNDERSERVED INDIVIDUALS WITH ALCOHOLISM AND OTHER DRUG ADDICTIONS. OUR PROGRAM IS SPECIFICALLY DESIGNED TO REKINDLE A PERSON'S DESIRE AND ABILITY TO RETURN TO A MEANINGFUL AND PRODUCTIVE LIFE. 13 13 89 85 0 0 8880223 6825263 538781 523624 28714 5247 107270 87565 9554988 7441699 0 0 0 0 2135251 2714407 131674 99023 444086 2178877 2153391 4445802 4966821 5109186 2474878 14921180 17377500 127214 132172 14793966 17245328 X INNOVATIVE PEER-BASED, RECOVERY-ORIENTED SERVICES TO HOMELESS, UNINSURED AND UNDERSERVED INDIVIDUALS WITH ALCOHOLISM AND OTHER DRUG ADDICTIONS IN A HOMELESS SHELTER FRAMEWORK. SERVICES INCLUDE SOCIAL SETTING DETOXIFICATION, OVERNIGHT WET EMERGENCY SHELTER, PEER-DRIVEN RECOVERY PROGRAM, AND LINKAGE TO COMMUNITY, EMPLOYMENT, AND HOUSING. 0 0 2526220 514174 RECOVERY SERVICES - OFFERS A LONG-TERM, PEER-DRIVEN, 12-STEP ORIENTED, RESIDENTIAL ADDICTION RECOVERY PROGRAM AT NO COST TO THE INDIVIDUAL. 1214159 SHELTER & DETOX - PROVIDES EMERGENCY, WET SHELTER AND SOCIAL SETTING DETOXIFICATION FOR HOMELESS, UNINSURED, AND UNDERSERVED INDIVIDUALS WITH ALCOHOLISM AND OTHER DRUG ADDICTIONS. 135124 9450 ENTERPRISE PROGRAMS - EXPANDS THE MISSION OF HEALING TRANSITIONS BY CREATING JOB OPPORTUNITIES FOR CLIENTS AND ASSISTANCE WITH HOUSING NEEDS. ALL REVENUE DERIVED FROM DONATED GOODS AND SERVICES UNDER THIS PROGRAM IS RELATED THE THE EXEMPT FUNCTION OF THE ORGANIZATION. 200783 RAPID RESPONSE PROGRAM - IN CONJUCTION WITH WAKE COUNTY, STAFF MEMBERS REACH OUT TO INDIVIDUALS IMMEDIATELY AFTER EXPERIENCING AN OVERDOSE REVERSAL; THE GOAL IS TO PROVIDE THEM WITH SUPPORT AND OFFER RESOURCES TO HELP THEM FIND RECOVERY. ANOTHER GOAL IS TO REDUCE THE BURDEN ON EMS/FIRST REPSONDERS AND DIVERT INDIVIDUALS FROM EMERGENCY DEPARTMENTS AND JAILS. 200783 4076286 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 16 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NC X SHEREE' KLEPCHICK 9198389800 1251 GOODE STREET RALEIGH NC 27603 BARBARA WILLIFORD DIRECTOR 1.00 X 0 0 0 CHRIS VALAURI DIRECTOR 1.00 X 0 0 0 MARK STEWARD DIRECTOR 1.00 X 0 0 0 MICHAEL QUINLAN DIRECTOR 1.00 X 0 0 0 ANITA NEVILLE DIRECTOR 1.00 X 0 0 0 ANGEL MENENDEZ DIRECTOR 1.00 X 0 0 0 ASHLEY JONES DIRECTOR 1.00 X 0 0 0 JEB JEUTTER DIRECTOR 1.00 X 0 0 0 CAITLIN CLINARD DIRECTOR 1.00 X 0 0 0 MARK EZZELL TREASURER 1.00 X 0 0 0 EVELYN BOOKER SECRETARY 1.00 X 0 0 0 BRAD TURLINGTON VICE CHAIR 1.00 X 0 0 0 LEON F WOODRUFF CHAIR 1.00 X 0 0 0 CHRIS BUDNICK EXECUTIVE DIRECTOR 40.00 X 98999 0 0 SHEREE' KLEPCHICK BUSINESS OPERATIONS MGR 40.00 X 67559 0 0 166558 0 0 0 0 0 0 0 3020780 3804483 431677 6825263 CONTRACTED BED REVENUE 623990 503187 503187 ASSESSMENT REVENUE 623990 9450 9450 PHASE II RENTAL INCOME 623990 7265 7265 ROOM RENTAL INCOME 623990 1922 1922 PHASE II RENTAL INCOME 623990 1800 1800 523624 15710 15710 260 10723 -10463 -10463 -10463 66584 2414 64170 64170 152023 143557 8466 8466 MISCELLANEOUS 623990 14929 14929 14929 7441699 523624 0 92812 X 166558 166558 2083486 1762449 129893 191144 34045 26045 7027 973 267516 206885 33123 27508 162802 128257 21641 12904 99023 99023 25406 8804 12398 4204 56301 56301 196523 161008 10529 24986 218667 218039 463 165 31343 31312 31 311895 292343 16187 3365 61698 58401 1862 1435 FOOD AND DINING SERVICE 430009 430009 FOOD AND DINING SERVICE 208940 208940 MATERIALS AND SUPPLIES 197004 192849 3628 527 RENTALS,REPAIRS AND MAI 128151 124504 240 3407 287454 226441 42869 18144 4966821 4076286 446449 444086 96183 132406 4052742 5430645 3667804 4469114 33814 40631 11689 7545 66163 65902 11283866 5134844 6347601 6149022 645184 1082235 14921180 17377500 127214 132172 127214 132172 X 9664555 9946552 5129411 7298776 14793966 17245328 14921180 17377500 2474878 -23516 0 X X 0 1 X 1 0 X 4090264 3533638 3973816 8406096 6825263 26829077 4090264 3533638 3973816 8406096 6825263 26829077 408598 26420479 3312 4141 6198 28557 15710 57918 615230 548593 658212 709040 152023 2683098 29570093 0.89350 0.88340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1418678 1418678 8759951 4322685 4437266 98570 56996 41574 895552 660106 235446 111115 95057 16058 6149022 CONSTRUCTION IN PROGRESS 843009 INTANGIBLE ASSET (NET) 1499 DUE FROM HEALING TRANSITIONS ENDOWMENT INC. 237727 1082235 X PART V, LINE 4: ENDOWMENT ACTIVITY WAS MOVED TO A SEPARATE ENTITY WITH A SEPARATE BOARD OF DIRECTORS AND THAT ACTIVITY IS REPORTED ON A SEPARATE FORM 990. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY 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 THE CURRENT AND PRIOR YEAR. TAX YEARS SUBSEQUENT TO 2012 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. X X X X X X X 1 ANGEL OAK CREATIVE 702 N BLOUNT ST RALEIGH NC 27604 ASSISTANCE W FUNDRAISING MATERIALS & WEBSITE DESIGN 0 0 65966 -65966 MOSS ROSS 4102 WESTFIELD DRIVE DURHAM NC 27705 CAPITAL CAMPAIGN FUNDRAISING CONSULTATION 0 0 33057 -33057 99023 -99023 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY OAKWOOD 24 66584 66584 2414 66584 66584 2414 2414 64170 SCHEDULE G, PART I, LINE 2B, COLUMN (V) HEALING TRANSITIONS INTERNATIONAL PAID ANGEL OAK CREATIVE TO ASSIST THEIR STAFF WITH MATERIALS AND WEBSITE DESIGN. CAITLIN CLINARD BOARD MEMBER 65966 CAITLIN IS PRESIDENT AND DIRECTOR OF BUSINESS DEVELOPMENT AT ANGEL OAK CREATIVE. HEALING TRANSITIONS INTERNATIONAL INC. USES ANGEL OAK CREATIVE TO ASSIST WITH FUNDRAISING MATERIALS & WEBSITE DESIGN. 0 X 255537 418429 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990. FORM 990 IS REVIEWED BY THE BUSINESS OPERATIONS MANAGER AND THE BOARD TREASURER AND COMPARED TO AUDIT FINANCIALS. ONCE THEIR REVIEW IS COMPLETED THE FORM 990 IS SENT OUT TO ALL BOARD MEMBERS FOR THEIR REVIEW, COMMENTS, AND QUESTIONS. ANY QUESTIONS ARE ADDRESSED BY THE BUSINESS OPERATIONS MANAGER AND/OR BOARD TREASURER WITH THE ASSISTANCE OF THE OUTSIDE ACCOUNTING FIRM, IF WARRANTED. ONCE THE BOARD REVIEW HAS BEEN COMPLETED THE BOARD OFFICIALLY APPROVES THE FORM 990 BY VOTE. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY. THE ORGANIZATION HAS WRITTEN A CONFLICT OF INTEREST POLICY IN PLACE FOR BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES. BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ARE TO AVOID AS WELL AS REPORT ANY CONFLICT OF INTERESTS, POTENTIAL CONFLICT OF INTERESTS, OR THE APPEARANCE OF A CONFLICT OF INTEREST. THE POLICY IS UPDATED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL. THE ORGANIZATION USES COMPARABILITY DATA SUCH AS THE CURRENT MARKET VALUE, EXPERIENCE LEVEL AND SALARIES PAID AT SIMILAR ORGANIZATIONS TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR. THESE DECISIONS ARE REVIEWED AND APPROVED BY INDEPENDENT PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G LICENSES & FEES : PROGRAM SERVICE EXPENSES 8,804. MANAGEMENT AND GENERAL EXPENSES 12,398. FUNDRAISING EXPENSES 4,204. TOTAL EXPENSES 25,406. FORM 990, PART IX, LINE 24E PARTICIPANT STIPENDS : PROGRAM SERVICE EXPENSES 78,140. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,140. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 60,157. MANAGEMENT AND GENERAL EXPENSES 710. FUNDRAISING EXPENSES 3,296. TOTAL EXPENSES 64,163. CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 12,140. MANAGEMENT AND GENERAL EXPENSES 36,729. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,869. DIRECT CLIENT ASSISTANCE : PROGRAM SERVICE EXPENSES 35,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,980. TRAINING : PROGRAM SERVICE EXPENSES 24,593. MANAGEMENT AND GENERAL EXPENSES 2,138. FUNDRAISING EXPENSES 6,584. TOTAL EXPENSES 33,315. POSTAGE AND PRINTING : PROGRAM SERVICE EXPENSES 13,569. MANAGEMENT AND GENERAL EXPENSES 2,021. FUNDRAISING EXPENSES 3,119. TOTAL EXPENSES 18,709. DUES AND SUBSCRIPTIONS : PROGRAM SERVICE EXPENSES 1,862. MANAGEMENT AND GENERAL EXPENSES 1,271. FUNDRAISING EXPENSES 5,145. TOTAL EXPENSES 8,278. FORM 990, PART XII, LINE 2C THE BUSINESS OPERATIONS MANAGER AND TREASURER (FINANCE COMMITTEE) ARE RESPONSIBLE FOR REVIEW OF THE ANNUAL AUDIT, REVIEW OF THE FORM 990 AND PROVIDES DIRECTION REGARDING THE RETENTION / ENGAGEMENT OF AN AUDIT FIRM FOR ACCOUNTING SERVICES AND AUDITED FINANCIAL STATEMENTS. THE RETURN IS THEN SENT TO THE FULL BOARD FOR APPROVAL. HEALING TRANSITIONS ENDOWMENT INC 1251 GOODE STREET RALEIGH NC 27603 264280995 ENDOWMENT NC 501(C)(3) LINE 12B, II HEALING TRANSITIONS INTERNATIONAL INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 HEALING TRANSITIONS ENDOWMENT INC S 237727 GRANT RECEIVABLE END OF YEAR