2023-05-30T07:49:36-05:00 2022-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2022-01-01 264280995 HEALING TRANSITIONS ENDOWMENT INC HEAL 9198389800 1251 GOODE STREET RALEIGH NC 27603 JERRY WEAVER CHAIRMAN 9198389800 2023-05-23 1 JERRY WEAVER 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2023-05-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JERRY WEAVER 2100 HOLLOWGATE ROAD RALEIGH NC 27614 677244 0 X WWW.HEALING-TRANSITIONS.ORG X 2008 NC OUR MISSION IS TO SUPPORT HEALING TRANSITIONS, INC. WHICH OFFERS 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. 11 11 0 12 -38625 0 20254 23967 0 0 91218 30926 0 0 111472 54893 0 0 0 0 0 0 0 0 0 11584 9897 11584 9897 99888 44996 2172332 1944538 237727 304727 1934605 1639811 X OUR MISSION IS TO SUPPORT HEALING TRANSITIONS, INC. WHICH OFFERS 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. 0 0 0 0 PROVIDING SUPPORT FOR HEALING TRANSITIONS, INC., A 501(C)(3) RELATED ENTITY. 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NC X SHEREE' KLEPCHICK 9198389800 1251 GOODE STREET RALEIGH NC 27603 X EVELYN BARBER DIRECTOR 1.00 X 0 0 0 DARRYL WEST DIRECTOR 1.00 X 0 0 0 LEON WOODRUFF DIRECTOR 1.00 X 0 0 0 DOUG FORD DIRECTOR 1.00 X 0 0 0 SUSANNE HAYES DIRECTOR 1.00 X 0 0 0 BARBARA GOODMAN DIRECTOR 1.00 X 0 0 0 BOB GOODALE DIRECTOR 1.00 X 0 0 0 DAVID FITZPATRICK PAST CHAIR 1.00 X X 0 0 0 SCOTT MAUZY TREASURER/SECRETARY 1.00 X X 0 0 0 RICHARD GAYLORD VICE CHAIR 1.00 X X 0 0 0 JERRY WEAVER CHAIR 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 23967 23967 69551 69551 583726 622351 -38625 -38625 -38625 54893 0 -38625 69551 1725 1725 8172 8172 9897 0 9897 0 74120 154213 2098212 1790325 2172332 1944538 237727 304727 237727 304727 X 369937 347490 1564668 1292321 1934605 1639811 2172332 1944538 44996 -339790 0 X X 0 1 X 1 0 X X 1 HEALING TRANSITIONS INC 562135246 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1934605 23967 -317036 1725 1639811 1720089 20254 195862 1600 1934605 1656672 17399 48018 2000 1720089 1893548 16736 247938 500000 1550 1656672 2031186 24674 -160762 1550 1893548 0 0 0 DUE TO HEALING TRANSITIONS, INC. 304727 304727 X 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 END OF THE CURRENT AND PRIOR YEAR. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF A GENERAL FUND ESTABLISHED AS A GENERAL ENDOWMENT. THE ORGANIZATION HAS ESTABLISHED A BOARD OF TRUSTEES TO MANAGE AND GROW THE ENDOWMENT IN ORDER TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS. THE ORGANIZATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES AN EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD OF 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 LIEKLY 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 END OF THE CURRENT AND PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990. THE BOARD CHAIR DETAIL REVIEWED FORM 990 AND SUBMITTED A COPY TO ALL BOARD MEMBERS SOLICITING COMMENT AND APPROVAL PRIOR TO FILING THE RETURN. THE ORGANIZATION'S POLICY FOR REVIEW INCLUDES AN INITIAL INTERNAL DISCUSSION OF BOARD MEMBER QUESTIONS AND FEEDBACK. AS NEEDED, EXTERNAL FOLLOW-UP IS MADE DIRECTLY WITH THE OUTSIDE ACCOUNTING FIRM WHO PREPARES THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY. EACH TRUSTEE, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS IT; (C) HAS AGREED TO COMPLY WITH IT; AND (D) UNDERSTANDS THE ENDOWMENT IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST AGREE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST 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 XII, LINE 2C THE FINANCE COMMITTEE IS 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. HEALING TRANSITIONS INC 1251 GOODE STREET RALEIGH NC 27603 562135246 OUTREACH NC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 HEALING TRANSITIONS INC R 304727 GRANT PAYABLE EOY