2023-12-11T14:58:06-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 560529967 SAFE ALLIANCE INC SAFE 7043329034 601 E FIFTH STREET 400 CHARLOTTE NC 28202 LAURA LAWRENCE PRESIDENT & CEO 7043329034 2023-12-06 1 LAURA LAWRENCE 999009999 0 JOHN NORMAN P01506766 7049985200 2023-12-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURA LAWRENCE 601 E FIFTH STREET 400 CHARLOTTE NC 28202 7283404 0 X WWW.SAFEALLIANCE.ORG X 1909 NC TO PROVIDE HOPE AND HEALING TO THOSE IMPACTED BY DOMESTIC VIOLENCE AND SEXUAL ASSAULT. 27 27 162 400 0 0 8381257 7159238 8536 97087 3343 -87876 -24313 -28306 8368823 7140143 577751 354946 0 0 4648836 4828623 0 0 528587 2166984 2185980 7393571 7369549 975252 -229406 10001861 10289826 706328 1223699 9295533 9066127 X TO PROVIDE HOPE AND HEALING TO THOSE IMPACTED BY DOMESTIC VIOLENCE AND SEXUAL ASSAULT. 0 0 5840832 354946 97087 IN FY 23, SAFE ALLIANCE'S DOMESTIC VIOLENCE SHELTER OFFERED SAFE HAVEN TO 852 DOMESTIC VIOLENCE VICTIMS AND THEIR DEPENDENT CHILDREN WHO WERE IN IMMINENT DANGER. 90% OF SHELTER RESIDENTS EXITED TO SAFE HOUSING, 92% LEARNED NEW STRATEGIES TO REMAIN SAFE. OUR VICTIM ASSISTANCE COURT PROGRAM ACCOMPANIED VICTIMS TO COURT ON 3,723 OCCASIONS. 99% OF VICTIMS REPORTED AN INCREASE IN THEIR PERSONAL SAFETY AFTER WORKING PROGRAM WITH A COURT ADVOCATE. THE SEXUAL TRAUMA RESOURCE CENTER SERVED 399 PRIMARY AND SECONDARY CLIENTS INCLUDING 1,760 TRAUMA-INFORMED MENTAL HEALTH COUNSELING SESSIONS AND 6,049 SAFETY PLANS. 98% OF CLIENTS PROVIDED CRISIS INTERVENTION AND ADVOCACY SERVICES WERE ABLE TO ARTICULATE AT LEAST ONE OPTION TO INCREASE THEIR PHYSICAL OR EMOTIONAL SAFETY. (CONTINUED ON SCHEDULE O)APPROXIMATELY, 90% OF COUNSELING CLIENTS COMPLETING A SERVICE PLAN EXPERIENCED IMPROVED EMOTIONAL WELLNESS AS MEASURED BY A DECREASE IN THEIR TRAUMA SYMPTOMS AND IMPROVED ABILITY TO FUNCTION IN DAILY LIFE. ACROSS ALL OUR PROGRAMS AND SERVICES, SAFE ALLIANCE WORKS FROM A TRAUMA-INFORMED, SURVIOR CENTERED PHILOSOPHY, HELPING VICTIMS REBULD LIVES OF DIGNITY AND STRENGTH. 5840832 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 162 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ASCEND NONPROFIT SOLUTIONS 7049439631 601 E 5TH ST STE 450 CHARLOTTE NC 28202 NAKIA SAVAGE DIRECTOR 1.00 X 0 0 0 LINDA CHRISTOPHERSON 1ST VICE CHAIR 1.00 X X 0 0 0 DEREK BERES DIRECTOR 1.00 X 0 0 0 JULIO COLMENARES DIRECTOR 1.00 X 0 0 0 TOM COYNE IMM PAST CHAIR 1.00 X X 0 0 0 FRED HUDSON DIRECTOR 1.00 X 0 0 0 JEFFREY KLEIN SECRETARY (FROM 1/1/22) 1.00 X X 0 0 0 ALLEN O'ROURKE DIRECTOR 1.00 X 0 0 0 MELISSA ROMANZO DIRECTOR 1.00 X 0 0 0 LEILA EVANS TREASURER 1.00 X X 0 0 0 JUDGE FAITH FICKLING-ALVAREZ 2ND VICE CHAIR 1.00 X X 0 0 0 T HAMPTON HOPKINS EDD DIRECTOR 1.00 X 0 0 0 JEANNE JORDAN DIRECTOR 1.00 X 0 0 0 MARKITA PAYNE CHAIR (FROM 1/1/22) 1.00 X X 0 0 0 KIMBERLY ZIRKLE DIRECTOR 1.00 X 0 0 0 NOELEE CLARKE MD DIRECTOR 1.00 X 0 0 0 SHELBY HUDSPITH DIRECTOR 1.00 X 0 0 0 PHIL KLINE DIRECTOR 1.00 X 0 0 0 JULIA HEJAZI DIRECTOR 1.00 X 0 0 0 PASHA MAHER DIRECTOR 1.00 X 0 0 0 TAMMY MANGUM DIRECTOR 1.00 X 0 0 0 BETH CAMERON DIRECTOR 1.00 X 0 0 0 JEAN DAVIS DIRECTOR 1.00 X 0 0 0 LETA EMMANUEL DIRECTOR 1.00 X 0 0 0 JAMILAH ESPINOSA DIRECTOR 1.00 X 0 0 0 ASHLEY W HARDEE DIRECTOR 1.00 X 0 0 0 LIBBY KELLIGREW DIRECTOR 1.00 X 0 0 0 TAMEKA PETERSON DIRECTOR 1.00 X 0 0 0 MARK T WILSON DIRECTOR 1.00 X 0 0 0 MARCIE SHEALY DIRECTOR 1.00 X 0 0 0 KAREN PARKER PRESIDENT/CEO 40.00 X 151958 0 34524 LAURA LAWRENCE CHIEF OPERATING OFFICER 40.00 X 112906 0 19850 264864 0 54374 2 0 1 0 0 144138 412396 4535217 2067487 68974 7159238 PROGRAM SERVICE REV. 624100 97087 97087 97087 27079 27079 114955 -114955 -114955 -114955 0 412396 28306 -28306 -28306 7140143 97087 0 -116182 354946 354946 264864 264864 3550760 3169352 62299 319109 76996 66632 1447 8917 643311 543137 37247 62927 292692 243116 25191 24385 212438 212438 457124 220782 188495 47847 120804 98060 10550 12194 662421 469121 148818 44482 31672 22055 7600 2017 242 242 344220 311220 33000 59357 54938 1607 2812 EQUIPMENT & MAINTENANCE 144752 143615 519 618 DONATED NONFINANCIAL AS 68974 68974 TELEPHONE & INTERNET 40081 37903 1613 565 DUES 6014 2307 3707 37881 34432 735 2714 7369549 5840832 1000130 528587 3940619 2700760 1171951 724009 183145 145668 245477 129881 9636594 4675386 4449434 4961208 11235 12008 1616292 10001861 10289826 144123 167070 492251 492493 69954 564136 706328 1223699 X 8340506 8440336 955027 625791 9295533 9066127 10001861 10289826 -229406 0 X 0 1 X 1 1 1 X 6155699 6578359 8539202 8381257 7159238 36813755 6155699 6578359 8539202 8381257 7159238 36813755 36813755 5005 5430 2701 3343 27079 43558 4421 24976 8848 999 39244 36896557 292897 0.99780 0.99830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING AND OTHER - 2018 AMOUNT: $ 4,421. 2019 AMOUNT: $ 24,976. 2020 AMOUNT: $ 8,848. 2021 AMOUNT: $ 999. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8492 8492 10767 -1275 1000 8492 10767 10767 10767 10767 10767 10767 0 0 1524988 1524988 6151361 3504207 2647154 229366 108968 120398 662217 326383 335834 1068662 735828 332834 4961208 CERTIFICATES OF DEPOSIT 1616292 F 1616292 REFUNDABLE ADVANCES 42611 LEASE LIABILITIES 521525 564136 X 7737619 597476 597476 7140143 0 7140143 7967025 597476 597476 7369549 0 7369549 PART V, LINE 4: SUPPORT THE ORGANIZATION'S DOMESTIC VIOLENCE SHELTER PART X, LINE 2: SAFE ALLIANCE, INC. IS A NONPROFIT CORPORATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ADDITIONALLY, MANAGEMENT BELIEVES THE AGENCY DOES NOT HAVE INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE FINANCIAL STATEMENTS. THE AGENCY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE AGENCY IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. U.S. GAAP REQUIRES THE AGENCY TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES THE AGENCY HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2023 AND 2022. BREAKFAST OF HOPE 201897 201897 9057 WALK A MILE IN HER SHOES 145287 145287 8561 2 65212 65212 9045 412396 412396 26663 26663 -26663 1 NOMINAL MONETARY ASSISTANCE AND PAYMENTS TO 3RD PARTIES FOR HOTEL STAYS, MEALS, AND TRANSPORTATION FOR VICTIMS 1758 354946 PART I, LINE 2: SALE ALLIANCE PROVIDES NOMINAL MONETARY ASSISTANCE DIRECTLY TO ITS CLIENTS. SAFE ALLIANCE ASSISTS SOME CLIENTS, PRIMARILY THOSE RESIDING AT THE SHELTER, WITH TRANSPORTATION ASSISTANCE. WE DISTRIBUTE BUS VOUCHERS OR CONTRACT WITH PRIVATE COMPANIES TO ARRANGE CAB SERVICE. IN EXTREME CIRCUMSTANCES, WHEN THE SHELTER IS AT CAPACITY, WE MAY CONTRACT WITH A LOCAL HOTEL TO SHELTER CLIENTS IN IMMINENT DANGER. X X 0 0 0 0 0 0 0 0 0 KAREN PARKER PRESIDENT/CEO 150758 0 1200 0 0 0 5477 0 29047 0 186482 0 0 0 X 64012 THRIFT STORE VALUE X 74 3379 COST X 17 1583 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY ADMINISTRATIVE TEAM AND BOARD FINANCE COMMITTEE REVIEW THE DRAFT FORM 990 TO MAKE COMMENTS AND CORRECTIONS. AFTER THIS REVIEW IT IS FINALIZED AND SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. THE ADMINISTRATIVE TEAM AND FINANCE COMMITTEE REVIEW IS DETAILED AND INVOLVES FULL REVIEW AND RECOMMENDATIONS FOR CHANGES. FORM 990, PART VI, SECTION B, LINE 12C BOTH BOARD AND STAFF ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE BOARD POLICY EXTENDS TO FAMILY MEMBERS AND COVERS FINANCIAL INTERESTS SUCH AS OWNERSHIP INTEREST OR COMPENSATION ARRANGEMENT WITH AN ENTITY WITH WHOM THE AGENCY CONDUCTS BUSINESS, AS WELL AS A POTENTIAL OWNERSHIP INTEREST OR COMPENSATION ARRANGMENT WITH AN ENTITY WITH WHOM THE AGENCY IS CONSIDERING DOING BUSINESS. EACH BOARD MEMBER ANNUALLY DISCLOSES ANY POTENTIAL CONFLICT OF INTEREST AND MUST NOTIFY THE CHAIRPERSON OF THE BOARD OF ANY CHANGES THROUGHOUT THE YEAR. ANY BOARD MEMBER WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN ANY BOARD VOTE CONCERNING THAT TRANSACTION. FOR STAFF THE POLICY EXTENDS TO GIVING PREFERENTIAL TREATMENT FOR SERVICES, AND ACCEPTING FROM OR STEERING REFERRALS TO PRIVATE PRACTICE. STAFF MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS AT THE TIME OF HIRE AND ANNUALLY AFTERWARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVED A NEW CEO COMPENSATION AND PERFORMANCE REVIEW POLICY IN JULY, 2014. THE EXECUTIVE COMMITTEE SHALL CONDUCT AN EXECUTIVE COMPENSATION SURVEY PERIODICALLY, REVIEWING COMPARABLE NATIONAL AND LOCAL DATA SOURCES AND DOCUMENTING THE REVIEW. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 SAFE ALLIANCE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.