2025-05-15T07:00:13-05:00 2024-06-30 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2023-07-01 560953783 MCLEOD CENTERS FOR WELLBEING MCLE 7043329900 500 ARCHDALE DRIVE CHARLOTTE NC 28217 JIM MCCORKLE CFO 7043329900 2025-05-14 1 0 PAULA P TILLEY P00051456 7043770239 2025-05-14 2023 2025-03-06 01:10:19Z JIM MCCORKLE 500 ARCHDALE DRIVE CHARLOTTE NC 28217 27448808 0 X MCLEODCENTERS.ORG X 1970 NC MCLEOD CENTERS FOR WELLBEING PROVIDES COMPREHENSIVE SUBSTANCE USE DISORDER TREATMENT. PATIENTS RECEIVED CARE THROUGH MEDICATION ASSISTED TREATMET, OUTPATIENT GROUP AND INDIVIDUAL THERAPY AND RESIDENTIAL TREATMENT. 13 13 253 0 0 0 1496007 936344 20201313 26373612 50606 97702 1912 41150 21749838 27448808 105619 398986 0 0 12172095 12300848 0 0 0 12205498 12626016 24483212 25325850 -2733374 2122958 26195555 28169853 7121215 6972555 19074340 21197298 BUILD A FOUNDATION OF HEALING AND HOPE BASED ON EQUITY, EDUCATION, AND EVIDENCE-BASED PRACTICE FOR ALL COMMUNITIES 0 0 13661208 398986 25335547 MCLEOD OFFERS MEDICATION ASSISTED TREATMENT IN EIGHT LOCATIONS THROUGHOUT NORTH CAROLINA IN MECKLENBURG, GASTON, CATAWBA, CALDWELL, MCDOWELL, UNION, CABARRUS AND IREDELL COUNTY. 801691 889560 MCLEOD OFFERS A RANGE OF OUTPATIENT TREATMENT SERVICES TO MEET DIFFERENT LEVELS OF CARE; INCLUDING SUBSTANCE ABUSE INTENSIVE OUTPAITENT (SAIOP), DWI SERVICES, TREATMENT ACCOUNTABILITY FOR SAFER COMMUNITIES ("TASC"), DEFERRED PROSECUTION, SHORT AND LONG TERM THERAPY, DRUG EDUCATION, AND COGNATIVE BEHAVIORAL THERAPY. 1416097 1066224 MCLEOD OFFERS OUTPATIENT AND NON-MEDICAL RESIDENTIAL TREATMENT WHICH HAS A LENGTH OF STAY THAT IS GENERALLY 28 DAYS, BUT CAN BE TAILORED TO SATISFY INDIVIDUAL CLIENT NEEDS THAT INCORPORATE EDUCATION ON THE DISEASE OF ADDICTION WITH INDIVIDUAL, GROUP AND FAMILY COUNSELING. 3905282 3905282 19784278 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 253 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 0 1 1 1 1 1 1 1 0 0 NC X JIM MCCORKLE 7043329900 500 ARCHDALE DRIVE CHARLOTTE NC 28217 ROB MCCAIN CHAIR, TRUSTEE 0.50 X X 0 0 0 JOAN HARPOOTLIAN-THOMAS VICE CHAIR, TRUSTEE 0.50 X X 0 0 0 BRUCE LILLIE SECRETARY, TRUSTEE 0.25 X X 0 0 0 RICHARD WRIGHT TREASURER, TRUSTEE 0.33 X X 0 0 0 BOB SCHURMEIER TRUSTEE 0.10 X 0 0 0 ANTHONY DANIELLY TRUSTEE 0.10 X 0 0 0 JOSH SAMPSON TRUSTEE 0.10 X 0 0 0 KENNY COLBERT TRUSTEE 0.10 X 0 0 0 KIM HOLT TRUSTEE 0.10 X 0 0 0 LYNN HANSEN TRUSTEE 0.10 X 0 0 0 CARTER SORRELL TRUSTEE 0.10 X 0 0 0 NEWTON WILLIAMS TRUSTEE 0.10 X 0 0 0 MARY TRAXLER MEDICAL DIRECTOR 37.50 X 28326 0 0 JIM MCCORKLE CFO 37.50 X 0 0 0 ELISABETH HARDIN COO 37.50 X 0 0 0 MARY WARD PRESIDENT 37.50 X 129153 0 0 CHRISTINE ZAZZARO PRESIDENT 37.50 X 127228 0 0 KATHERINE LONG CDO 37.50 X 87068 0 0 MELANIE CONFORTI CCO 37.50 X 107139 0 0 RACHELLE CASTRO VP OF TREATMENT 37.50 X 114388 0 0 CHRISTY MAJORS VP OF FINANCE 37.50 X 122062 0 0 715364 0 0 5 0 0 0 0 90803 845541 936344 COUNSELING/MEDICAL SERVICES 624100 26373612 26373612 26373612 97702 97702 MISCELLANEOUS REVENUE 900099 41150 41150 41150 27448808 26414762 0 97702 X 398986 398986 818349 818349 8805580 6943346 1862234 114426 86045 28381 1543459 1160639 382820 1019034 766286 252748 18291 14919 3372 136867 111637 25230 3272616 2652535 620081 5513 5513 216141 216141 741001 741001 896882 896882 38441 38441 184959 184959 1399005 1399005 456374 431835 24539 CREDIT LOSS EXPENSE 3402883 3402883 0 0 PATIENT CARE 1094955 1094244 711 0 OPERATING LEASE EXPENSE 425036 425036 0 0 MISCELLANEOUS EXPENSE 337052 0 337052 0 25325850 19784278 5541572 0 597125 130726 1251762 5412762 226570 162320 3096168 2738594 365501 119524 24205961 5183799 19736156 19022162 922273 583765 26195555 28169853 1253421 1539553 4909301 4813883 958493 619119 7121215 6972555 X 19074340 21197298 19074340 21197298 26195555 28169853 2122958 0 X 0 1 X 1 0 X 3322317 2054033 1496007 936344 7808701 16465122 21060390 22619408 20203225 26414762 106762907 16465122 24382707 24673441 21699232 27351106 114571608 0 994185 994185 994185 994185 113577423 271 599 2495 36698 97702 137765 271 599 2495 36698 97702 137765 16465393 24383306 24675936 21735930 27448808 114709373 0.99010 0.99030 0.00120 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1020000 1020000 17465767 1230414 16235353 407539 384484 23055 3778622 3259432 519190 1534033 309469 1224564 19022162 FINANCE LEASE LIABILITY 83170 OPERATING LEASE LIABILITY 535949 619119 X 27448808 0 27448808 0 27448808 25325850 0 25325850 0 25325850 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, 2024 AND 2023. 1 INTEGRATED CARE OF GREATER HICKORY 741 5TH STREET SW HICKORY NC 28602 205912743 398986 0 PROVIDE SUBSTANCE USE DISORDER TREATMENT, HOUSING, AND TRANSPORTATION PART I, LINE 2: MCLEOD CENTERS FOR WELLBEING OFFERS FINANCIAL ASSISTANCE TO AID WITH SUBSTANCE USE DISORDER TREATMENT. FINANCIAL ASSISTANCE IS GRANTED BASED ON THE SPECIFIC TREATMENT, HOUSING, AND TRANSPORTATION NEEDS OF THOSE RECIEVING CARE. THE AMOUNT OF FINANCIAL ASSISTANCE AWARDED IS EVALUATED ON AN INDIVIDUAL BASIS. DURING THE FISCAL YEAR 2024, A TOTAL OF 47 INDIVIDUALS RECEIVED FINANCIAL ASSISTANCE FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE CHIEF FINANCE OFFICER IN CONJUNCTION WITH AN INDEPENDENT TAX PREPARER. THE BOARD REVIEWS THE 990 AFTER ITS 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 B, LINE 15A 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 AVAILABILITY AND INDUSTRY DATA. A FORMAL HIRING PROCESS EXISTS TO REVIEW SALARIES PRIOR TO ANY OFFERS BEING EXTENDED. 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 IX, LINE 11G LAB SERVICES: PROGRAM SERVICE EXPENSES 1,078,191. MANAGEMENT AND GENERAL EXPENSES 243,675. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,321,866. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 45,962. MANAGEMENT AND GENERAL EXPENSES 10,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,349. CONTRACT DOCTORS: PROGRAM SERVICE EXPENSES 419,546. MANAGEMENT AND GENERAL EXPENSES 94,819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 514,365. CONTRACT NURSES: PROGRAM SERVICE EXPENSES 413,507. MANAGEMENT AND GENERAL EXPENSES 93,454. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 506,961. SECURITY: PROGRAM SERVICE EXPENSES 202,931. MANAGEMENT AND GENERAL EXPENSES 45,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,794. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 41,118. MANAGEMENT AND GENERAL EXPENSES 29,893. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,011. CLEANING SERVICES : PROGRAM SERVICE EXPENSES 128,124. MANAGEMENT AND GENERAL EXPENSES 28,956. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,080. RECRUITING : PROGRAM SERVICE EXPENSES 91,938. MANAGEMENT AND GENERAL EXPENSES 20,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,716. CONSULTING SERVICES : PROGRAM SERVICE EXPENSES 121,896. MANAGEMENT AND GENERAL EXPENSES 27,549. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,445. DOCUMENT STORAGE/SHREDDING : PROGRAM SERVICE EXPENSES 109,322. MANAGEMENT AND GENERAL EXPENSES 24,707. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,029.