2025-03-04T14:57:32-05:00 2024-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2023-07-01 200287545 PORT HEALTH SERVICES PORT 2528307560 4300-110 SAPPHIRE CT GREENVILLE NC 27834 LUANNE WELCH CEO 7243097764 2025-03-04 true true SUSAN DEAN P01281194 9196621001 2025-03-04 2023 2025-03-06 01:10:19Z LUANNE WELCH 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 31601807 false X HTTPS://EASTERSEALSPORT.COM X 2003 NC TO HELP PEOPLE WITH SUBSTANCE USE AND MENTAL HEALTH CHALLENGES, THEIR FAMILIES & OUR EMPLOYEES EMBRACE THEIR POTENTIAL, ACCESS OPPORTUNITIES, BUILD RESILIENCE & THRIVE. 11 11 348 1 0 16306 0 32096284 31572533 28 11452 5754 17822 32118372 31601807 0 0 16091027 15666905 0 0 17044661 18565123 33135688 34232028 -1017316 -2630221 10280724 9199335 5416174 6965006 4864550 2234329 TO HELP PEOPLE WITH SUBSTANCE USE AND MENTAL HEALTH CHALLENGES, THEIR FAMILIES & OUR EMPLOYEES EMBRACE THEIR POTENTIAL, ACCESS OPPORTUNITIES, BUILD RESILIENCE & THRIVE. false false 30297590 31007946 CLINICAL SERVICES - PROVIDES TREATMENT PROGRAMS FOR SUBSTANCE ABUSE DISORDERS THAT INCLUDE, BUT ARE NOT LIMITED TO, INDIVIDUAL AND GROUP THERAPY, FAMILY COUNSELING, PSYCHO-EDUCATIONAL AND PSYCHOTHERAPY, AND ARE DEFINED SERVICES THAT MAY VARY IN LEVEL OF INTENSITY. 298533 564587 LAB SERVICES - PROVIDES TESTING FOR INITIAL SUBSTANCE ABUSE SCREENING ASSESSMENTS. LABS ARE LOCATED IN EACH OF OUR CLINICS SO THAT PRESCRIBERS AND PATIENTS CAN WORK TOGETHER EFFECTIVELY AND EFFICIENTLY. 30596123 true false false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 29 0 true 348 true false false false false false false false false false false false false X 11 11 false false false false true false false true true false false true true true true true true true true false X JAMES HILTY 9198658872 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 HANY KAOUD MEDICAL DIRE 40.00 X 374634 0 22797 LUANNE WELCH CEO 20.00 35.00 X 0 353718 6112 JAMES HILTY CFO 20.00 35.00 X 0 245249 9522 BERTHA BOWEN HAMBIDGE PSYCHIATRIST 40.00 X 202952 0 10322 DAVID TAYLOR PHYSICIANS A 40.00 X 190864 0 3278 MEGAN BOGART PSYCH NURSE 40.00 X 135056 0 16657 GLENN BUCK CCO 40.00 X 124976 0 15371 AUDREY DELORIS RICE PSYCH NURSE 40.00 X 123802 0 15147 PHILIP KELLER PHYSICIANS A 40.00 X 123201 0 5516 THOMAS SAVIDGE FORMER CGO 40.00 X 113955 0 9582 MARIA TERESA ALEXANDER PSYCH NURSE 40.00 X 110411 0 9776 DAVID CAIN FORMER COO 40.00 X 116797 0 2806 RENA CHURCH PHYCH NURSE 40.00 X 104333 0 4065 RICK ANICETTI BOARD MEMBER 0.50 1.00 X 0 0 0 GONZALO CHECA BOARD TREASU 0.50 1.00 X 0 0 0 SHEILA DAVIES BOARD SECRET 0.50 1.00 X 0 0 0 ELIZABETH DEBIASI BOARD MEMBER 0.50 1.00 X 0 0 0 MARTHA EARLY BOARD MEMBER 0.50 1.00 X 0 0 0 SAM EBERTS BOARD CHAIR 0.50 1.00 X 0 0 0 MICHAEL O'DONNELL BOARD MEMBER 0.50 1.00 X 0 0 0 JONATHAN SHAPIRO BOARD MEMBER 0.50 1.00 X 0 0 0 MIHALI STAVLAS BOARD MEMBER 0.50 1.00 X 0 0 0 DONALD THOMPSON BOARD VICE C 0.50 1.00 X 0 0 0 MIKE WATERS BOARD MEMBER 0.50 1.00 X 0 0 0 1720981 598967 130951 11 false true false EASTERN MEDICAL SERVICES PO BOX 269 FALKLAND NC 27827 PSYCH SERVICES 406087 O&B SOLUTIONS PO BOX 303 BETHEL NC 27812 REPAIRS & MAINT 122083 2 NET CLIENT SERVICE REVENUE 21432365 21432365 PHARMACY REVENUE 10140168 10140168 31572533 44 44 11863 11863 11863 11863 11408 11408 11408 11408 MISC INCOME 22609 22609 COLLAB. HEALTH NETWORK LOSS -16650 -16650 5959 31601807 31589900 11907 737507 706612 30895 11953430 11452680 500750 1975104 1892363 82741 1000864 958936 41928 1696525 1696525 113246 94188 19058 98174 81652 16522 2262085 1881400 380685 8827 8827 152208 145679 6529 605726 499403 106323 2035476 1929893 105583 191730 182089 9641 93 93 69813 61909 7904 479251 175493 303758 223396 176088 47308 MEDICATIONS 8811407 8811407 COMMUNICATIONS 592386 440330 152056 PROGRAM SUPPORT&SUPPLIES 533400 516219 17181 BAD DEBT EXPENSE 414354 414354 277026 175428 101598 34232028 30596123 3635905 0 1480243 532531 1878235 2312522 434064 418575 22610 55715 8318755 3150185 5438313 5168570 1027259 711422 10280724 9199335 1590540 1385885 48283 123305 2290013 1801273 1487338 3654543 5416174 6965006 X 4864550 2234329 4864550 2234329 10280724 9199335 -2630221 X false true X true false X 48310 1068702 16306 1133318 48310 1068702 16306 1133318 1133318 11274 155 119 15777 11907 39232 1172550 139656475 0.96650 0.97370 X 731719 731719 5162445 1497683 3664762 1848594 1249304 599290 575997 403198 172799 5168570 NET RIGHT OF USE 408118 COLLAB. HEALTH NETWORK LLC INVEST. 208701 OTHER RECEIVABLES 86374 SECURITY DEPOSITS 8229 711422 DUE TO EASTER SEALS 3249770 LEASE LIABILITY 404773 3654543 X 31601807 31601807 31601807 34232028 34232028 34232028 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITIY 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 JUNE 30, 2024 AND 2023. X X X X false false false false false false false false false HANY KAOUD MEDICAL DIRECTOR 374634 12027 10770 397431 LUANNE WELCH CEO 353718 6112 359830 JAMES HILTY CFO 245249 9522 254771 BERTHA BOWEN HAMBIDGE PSYCHIATRIST 202952 8026 2296 213274 DAVID TAYLOR PHYSICIANS ASSISTANT 190864 3192 86 194142 MEGAN BOGART PSYCH NURSE PRAC. 135056 5382 11275 151713 FORM 990, PAGE 6, PART VI, LINE 6 EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE AND AUDIT COMMITTEE RESPONSIBLE FOR REVIEW AND APPROVAL OF THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C IT IS THE POLICY OF THE ORGANIZATION TO PROVIDE ON-GOING MONITORING, CONDUCT A REVIEW AND UPDATE THE AGENCY'S POLICIES AS NECESSARY. THE POLICY MANUAL, INCLUSIVE OF THE CONFLICT OF INTEREST POLICY, IS REVIEWED ON AN ANNUAL BASIS. THE POLICIES ARE REVISED AS NEEDED WITH APPROVAL BY THE EXECUTIVE TEAM. THE CFO IS RESPONSIBLE FOR ENSURING ENFORCEMENT BY ESTABLISHING AND PROVIDING TRAINING OF PROCESSES AND PROCEDURES AS NEEDED WHICH COMPLY WITH THE APPROVED POLICIES. THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS, OFFICERS AND LEADERSHIP (INCLUDING ALL MANAGEMENT LEVEL POSITIONS) TO ACT IN THE BEST INTERESTS OR THE INTERESTES OF THIRD PARTIES. THESE INDIVIDUALS ARE REQUIRED TO PROVIDE A FULL DISCLOSURE OF ANY RELATIONSHIP, INFLUENCE OR ACTIVITY THAT MIGHT IMPAIR, OR EVEN APPEAR TO IMPAIR, THE ABILITY TO MAKE OBJECTIVE AND FAIR DECISIONS WHEN REPRESENTING THE ORGANIZATION, ANY EMPLOYMENT, CONSULTING RELATIONSHIP OR ADVISORY ACTIVITY WITH A COMPETITOR, POTENTIONAL COMPETITOR, CUSTOMER OR POTENTIAL CUSTOMER OF THE ORGANIZATION ANY SITUATIONS IN WHICH MATERIALS, SPECIALIZED KNOWLEDGE, AND/OR TECHNIQUES HAVE BEEN PROVIDED AS A RESULT OF AFFILIATION WITH THE ORGANIZATION, ANY RELATIONSHIP (PERSONAL OR FAMILY), INTEREST OR OWNERSHIP WITH A VENDOR, CONTRACTOR, GRANTOR, SUPPLIER OR CONSULTANT WITH WHOM THE ORGANIZATION DOES OR INTENDS TO DO BUSINESS, AND ANY BUSINESS OR FAMILY RELATIONSHIP, WITH ANY OTHER OFFICER DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. DISCLOSURE IS REQUIRED TO BE IN WRITING AND UPDATED ON AN ANNUAL BASIS THEREAFTER. IF CIRCUMSTANCES CHANGE BEFORE THE ANNUAL DISCLOSURE REQUEST, REVISED INFORMATION IS REQUIRED AS IT OCCURS. ANY DISCLOSURE INFORMATION PROVIDED BY THE BOARD OF DIRECTORS AND OFFICERS IS REVIEWED BY THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE. LEADERSHIP DISCLOSURES ARE REVIEWED BY HUMAN RESOURCES AND OFFICERS. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS AND CEO EVALUATION AND COMPENSATION COMMITTEE ("COMMITTEE") ESTABLISHES THE COMPENSATION OF THE CEO. TO ESTABLISH THE COMPENSATION, THE COMMITTEE UTILIZES VARIOUS RESOURCES INCLUDING AN INDEPENDENT CONSULTANT, CEO COMPENSATION REPORTED ON THE FORM 990 FOR SIMILAR ORGANIZATIONS, AS WELL AS OTHER RELEVANT COMPENSATION RESOURCES. THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED AND DELIBERATION BY THE BOARD OF DIRECTORS, THE CEO COMPENSATION IS ESTABLISHED THROUGH A WRITTEN EMPLOYMENT CONTRACT. IN ADDITION, THE COMMITTEE ANNUALLY EVALUATES THE PERFORMANCE OF THE CEO. FORM 990, PAGE 6, PART VI, LINE 15B OFFICER AND KEY EMPLOYEE COMPENSATION DECISIONS ARE REVIEWED BY THE BOARD OF DIRECTORS' PERSONNEL, COMPENSATION & EXECUTIVE EVALUATION COMMITTEE ALONG WITH THE CEO. CONSISTENT WITH THE ORGANIZATION'S OVERALL COMPENSATION POLICIES, CONTEMPORANEOUS COMPARABLE SALARY DATA IS REFERENCED IN CONJUNCTION WITH RECOMMENDATION FROM THE CEO. FORM 990, PAGE 6, PART VI, LINE 19 REQUESTS FROM THE PUBLIC FOR DISCLOSURE OF FINANCIAL INFORMATION AND/OR GOVERNING DOCUMENTS MAY BE HONORED AT THE ORGANIZATION'S PRINCIPAL OFFICE, REQUESTED IN WRITING OR EMAIL. EASTER SEALS UCP NC & VA INC 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 560670676 NC 501C3 7 N/A false false false false false true false false false false false false false false false false false false true false EASTER SEALS UPC NC & VA INC NORTH CAROLINA & VIRGINIA INC E 3249770 ACTUAL AMOUNT EASTER SEALS UPC NC & VA INC NORTH CAROLINA & VIRGINIA INC R 1696525 ACTUAL AMOUNT SCHEDULE R EFFECTIVE JANUARY 1, 2023, EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EFFECTIVELY COMBINED WITH PORT HEALTH SERVICES (AFFILIATE) FOR THE PURPOSE OF EXPANDING THEIR CONTINUUM OF CARE. AS A RESULT, PEOPLE ACROSS NORTH CAROLINA AND VIRGINIA WILL NOW BENEFIT FROM A BROADER RANGE OF COMPREHENSIVE SERVICES FOR COLLABORATIVE, WHOLE PERSON CARE. BRINGING THESE TWO ORGANIZATIONS TOGETHER WAS A STRATEGIC MOVE TO OFFER A "ONE STOP SHOP" FOR COLLABORATIVE DEVELOPMENTAL DISABILITIES, MENTAL HEALTH, AND SUBSTANCE USE SERVICES. THE COMBINATION HAS ALLOWED THE ORGANIZATIONS TO LEVERAGE THEIR UNIQUE STRENGTHS, SKILLS, AND PERSPECTIVES TO BE ABLE TO EXPAND CURRENT PROGRAMS AND OFFER NEW ONES TO MORE PEOPLE IN MORE PARTS OF THE TWO AFOREMENTIONED STATES.