2024-05-15T06:32:06-05:00 2023-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2022-07-01 581351529 MCLEOD ADDICTIVE DISEASE FOUNDATION INC MCLE 7043329001 500 ARCHDALE DRIVE CHARLOTTE NC 28217 CHRISTINE ZAZZARO PRESIDENT 7043329001 2024-05-10 1 CHRISTINE ZAZZARO 999009999 0 PAULA P TILLEY P00051456 7043770239 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHRISTINE ZAZZARO 500 ARCHDALE DRIVE CHARLOTTE NC 28217 0 0 X N/A X 1970 NC MCLEOD ADDICTIVE DISEASE FOUNDATION INC. OWNS AND LEASES ITS BUILDINGS, EQUIPMENT, AND VEHICLES TO THE MCLEOD CENTERS FOR WELLBEING, WHO IS AN AFFILIATED TAX-EXEMPT ORGANIZATION WHICH PROVIDES SUBSTANCE USE DISORDER TREATMENT, BEHAVIORAL HEALTH COUNSELING, AND EDUCATION PROGRAMS. THE FOUNDATION MERGED INTO MCLEOD CENTERS FOR WELLBEING DURING THE FISCAL YEAR. X 13 13 0 0 0 0 0 0 0 0 11582429 0 0 0 11582429 0 0 0 0 0 0 0 0 0 0 252806 0 252806 0 11329623 0 14360946 0 496275 0 13864671 0 X LEASING ASSETS TO AN AFFILIATED EXEMPT ORGANIZATION WHO IS AN AFFILIATED TAX-EXEMPT ORGANIZATION WHICH PROVIDES SUBSTANCE USE DISORDER TREATMENT, BEHAVIORAL HEALTH COUNSELING, AND EDUCATION PROGRAMS. 0 1 LEASING ASSETS TO AN AFFILIATED EXEMPT ORGANIZATION WHO IS AN AFFILIATED TAX-EXEMPT ORGANIZATION WHICH PROVIDES SUBSTANCE USE DISORDER TREATMENT, BEHAVIORAL HEALTH COUNSELING, AND EDUCATION PROGRAMS. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 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 0 1 1 1 1 1 1 0 0 0 X CHRISTY MAJORS 7043329001 500 ARCHDALE DRIVE CHARLOTTE NC 28217 BOB SCHURMEIER TRUSTEE 0.10 0.10 X 0 0 0 BRUCE LILLIE SECRETARY, TRUSTEE 0.10 0.25 X X 0 0 0 CHIP CLARK TRUSTEE 0.10 0.10 X 0 0 0 JOAN HARPOOTLIAN-THOMAS VICE CHAIR, TRUSTEE 0.10 0.50 X X 0 0 0 JOSH SAMPSON TRUSTEE 0.10 0.10 X 0 0 0 KENNY COLBERT TRUSTEE 0.10 0.10 X 0 0 0 KIM HOLT TRUSTEE 0.10 0.10 X 0 0 0 LYNN HANSEN TRUSTEE 0.10 0.10 X 0 0 0 MATT GRIMSLEY TRUSTEE 0.10 0.10 X 0 0 0 NEWTON WILLIAMS TRUSTEE 0.10 0.10 X 0 0 0 RICHARD WRIGHT TREASURER, TRUSTEE 0.10 0.33 X X 0 0 0 ROB MCCAIN CHAIR, TRUSTEE 0.10 0.50 X X 0 0 0 WOODY HUBBARD TRUSTEE 0.10 0.10 X 0 0 0 CHRISTY MAJORS VP OF FINANCE 0.10 37.50 X 0 115142 5483 MARY WARD PRESIDENT 37.50 37.50 X 0 197088 15511 MARY TRAXLER MEDICAL DIRECTOR 0.10 37.50 X 0 212625 9315 RACHELLE CASTRO VP OF TREATMENT 0.10 37.50 X 0 107594 20006 0 632449 50315 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 14359735 0 0 0 0 0 1210 0 0 0 0 0 0 0 0 0 0 14360946 0 496275 0 496275 0 X 13864671 0 13864671 0 14360946 0 X 0 -13864671 X 0 1 X 1 0 X X 1 MCLEOD CENTERS FOR WELLBING 560953783 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2023 AND 2022. 0 0 0 0 0 0 0 0 0 MARY TRAXLER MEDICAL DIRECTOR 0 212625 0 0 0 0 0 0 0 9315 0 221940 0 0 MARY WARD PRESIDENT 0 197088 0 0 0 0 0 5798 0 9713 0 212599 0 0 PART I, LINE 3 THE PRESIDENT'S COMPENSATION IS SET BY THE COMPENSATION COMMITTEE OF THE BOARD AND IS BASED ON AN ANNUAL PERFORMANCE REVIEW AND COMPARATIVE INDUSTRY DATA. THE COMPENSATION OF KEY EMPLOYEES IS BASED ON BUDGET ABILITY AND INDUSTRY DATA. A FORMAL HIRING PROCESS EXISTS TO REVIEW SALARIES PRIOR TO ANY OFFERS BEING EXTENDED. ACCOUNTS RECEIVABLE, PREPAID EXPENSES, EQUIPMENT, VEHICLES, AND ACCOUNTS PAYABLE 2022-07-12 13864670 BOOK VALUE 560953783 MCLEOD CENTERS FOR WELLBEING 500 ARCHDALE DRIVE CHARLOTTE NC 28217 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF MCLEOD ADDICTIVE DISEASE FOUNDATION ARE ALSO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF MCLEOD CENTERS FOR WELLBEING. THIS INCLUDES MARY TRAXLER, MARY WARD, RACHELLE CASTRO, CHRISTY MAJORS, BOB SCHURMEIER, BRUCE LILLIE, CHIP CLARK, JOAN HARPOOTLIAN-THOMAS, JOSH SAMPSON, KENNY COLERT, KIM HOLT, LYNN HANSEN, MATT GRIMSLEY, NEWTON WILLIAMS, RICHARD WRIGHT, ROB MCCAIN, AND WOODY HUBBARD. FORM 990, PART III, LINE 3 THE FOUNDATION WAS MERGED WITH MCLEOD CENTERS FOR WELLBEING IN JULY 2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE VICE PRESIDENT OF FINANCE IN CONJUNCTION WITH AN INDEPENDENT TAX PREPARER. THE PRESIDENT AND THE BOARD REVIEW THE FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED ANNUALLY TO REVIEW THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND ATTEST BY SIGNATURE TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 MCLEOD MAINTAINS A HARD COPY OF THE DOCUMENTS THAT ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS TO MCLEOD CENTERS FOR WELLBEING -13,864,671. MCLEOD CENTERS FOR WELLBEING 500 ARCHDALE DRIVE CHARLOTTE NC 28217 560953783 SUBSTANCE USE DISORDER TREATMENT NC 501(C)(3) LINE 10 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0