2025-05-15T13:55:46-05:00 2024-06-30 570925346 HALLIDAY SCHWARTZ & CO 824 EAST MAIN STREET SPARTANBURG SC 29302 990 2023-07-01 576036895 THE CHARLES LEA CENTER INC CHAR 8645850322 195 BURDETTE STREET SPARTANBURG SC 29307 ROBERT DECKER CHIEF FINANCIAL OFFICER 8645850322 2025-05-15 1 0 SAMANTHA W BROWN P01394928 8645830886 2023 2025-03-06 01:10:19Z ROBERT DECKER 195 BURDETTE STREET SPARTANBURG SC 29307 36672581 0 X WWW.CHARLESLEA.ORG X 1971 SC THE CHARLES LEA CENTER, INC. IS COMMITTED TO EMPOWERING AND SUPPORTING PEOPLE WITH DISABILITIES THROUGH AN INDIVIDUALIZED APPROACH, WHERE THEY LIVE, LEARN, WORK, AND PLAY. THE CENTER'S VALUES INCLUDE INTEGRITY, COMPASSION, INNOVATION, HEALTHY LIVING, PEOPLE-FOCUS, AND SERVICE EXCELLENCE. 30 30 643 30 0 0 3566070 3977218 30082041 32510919 8239 25194 -23709 96487 33632641 36609818 0 0 0 0 25623394 27157932 0 0 0 8262288 8974615 33885682 36132547 -253041 477271 14446143 14941395 2820020 2864672 11626123 12076723 X THE CHARLES LEA CENTER, INC. IS COMMITTED TO EMPOWERING AND SUPPORTING PEOPLE WITH DISABILITIES THORUGH AN INDIVIDUALIZED APPROACH, WHERE THEY LIVE, LEARN, WORK AND PLAY. THE CORE VALUES INCLUDE INTEGERITY, COMPASSION, INNOVATION, HEALTHY LIVING, PEOPLE-FOCUS AND SERVICE EXCELLENCE. 1 0 6511071 5287885 DAY PROGRAMS - FOR INDIVIDUALS THAT HAVE AN INTELLECTUAL DISABILITY AND INCLUDE DAY HABILITATION AND EMPLOYMENT SERVICES. TOTAL DAYS SERVED: 260, NUMBER OF INDIVIDUALS SERVED: 195. 20591662 22175552 RESIDENTIAL SERVICES - PROGRAM AND HOUSING FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. TOTAL DAYS SERVED: 365, NUMBER OF INDIVIDUALS SERVED: 261. 4009264 4123982 CASE MANAGEMENT - SERVICES FOR INDIVIDUALS WHO HAVE AN INTELLECTUAL DISABILITY. GUIDANCE IS GIVEN ON WHAT SERVICES THEY NEED. THE INDIVIDUALS RECEIVE HELP MANAGING THEIR SERVICES AND A BUDGET IS CREATED FOR THEM. TOTAL DAYS SERVED: 260, NUMBER OF INDIVIDUALS SERVED: 1,294. 923500 THE CENTER'S OTHER PROGRAMS INCLUDE SERVING AS A RESPITE FISCAL AGENT AND A HUD MANAGER. THE CENTER'S EMPLOYEES PROVIDE ACCOUNTING AND PAYROLL SERVICES TO ASSIST THE STATE OF SOUTH CAROLINA WITH PROCESSING RESPITE PAYROLL. THE CENTER MANAGES EIGHT HUD CORPORATIONS. THE CENTER ALSO PERFORMS CONSULTING SERVICES TO OTHER ORGANIZATIONS PROVIDING SERVICES TO THOSE WITH SPECIAL NEEDS. 923500 31111997 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 1 643 1 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 SC X ROBERT DECKER 8645850322 195 BURDETTE STREET SPARTANBURG SC 29307 B TERRELL BALL DIRECTOR 1.00 X 0 0 0 ANGIE ROBERSON DIRECTOR 1.00 X 0 0 0 BRIAN EARNEST DIRECTOR, TREASURER, VICE CHAIR 2.00 X X 0 0 0 ELAINE FREEMAN DIRECTOR (LIFE MEMBER) 1.00 X 0 0 0 SCOTT FLEMING DIRECTOR 1.00 X 0 0 0 CAROLYN HARBISON DIRECTOR 1.00 X 0 0 0 JOHN KELLAM DIRECTOR 1.00 X 0 0 0 LORETA DYLGJERI DIRECTOR 1.00 X 0 0 0 JENNIFER KINDALL DIRECTOR, PRESIDENT 2.00 X X 0 0 0 JACK LAWRENCE DIRECTOR 1.00 X 0 0 0 DOUG LEA DIRECTOR 1.00 X 0 0 0 DR TOM MCDANIEL DIRECTOR (LIFE MEMBER) 1.00 X 0 0 0 MARY ETTA MCCARTHY DIRECTOR (LIFE MEMBER-NV) 0.00 X 0 0 0 DAVID NICHOLS DIRECTOR 1.00 X 0 0 0 JOHN POOLE DIRECTOR (LIFE MEMBER) 1.00 X 0 0 0 SHEVELLE PORTER DIRECTOR, SECRETARY 1.00 X X 0 0 0 PAUL PRUITT DIRECTOR 1.00 X 0 0 0 CHERYL REVELS HALL DIRECTOR 1.00 X 0 0 0 BETHANY SMITH DIRECTOR 1.00 X 0 0 0 ALONZO THOMPSON DIRECTOR 1.00 X 0 0 0 BILL WALSH DIRECTOR (LIFE MEMBER-NV) 0.00 X 0 0 0 CHIP WARD DIRECTOR 1.00 X 0 0 0 MARIA WILLIAMSON DIRECTOR 1.00 X 0 0 0 KATHERINE MATZ DIRECTOR 1.00 X 0 0 0 KIMBERLY MODE DIRECTOR 1.00 X 0 0 0 ERNEST RICE JR DIRECTOR 1.00 X 0 0 0 AL BRUMFIELD DIRECTOR 1.00 X 0 0 0 BRETT ENGLISH DIRECTOR 1.00 X 0 0 0 ZACH LEA DIRECTOR 1.00 X 0 0 0 JOSH RIGGS DIRECTOR 1.00 X 0 0 0 SHANNON TUTEN DIRECTOR 1.00 X 0 0 0 PAULA WHITE DIRECTOR 1.00 X 0 0 0 GERALD BERNARD EXECUTIVE DIRECTOR 40.00 X 225304 0 3265 ROBERT DECKER CHIEF FINANCIAL OFFICER 40.00 X 132372 0 2010 LOIS DURRAH VICE PRESIDENT OF COMMUNIT 40.00 X 123850 0 647 SHANNON CHILDRESS SENIOR VICE PRESIDENT OF N 40.00 X 108824 0 1001 FAITH BURKE NURSE PRACTIONER 40.00 X 137241 0 2108 727591 0 9031 5 0 1 0 BOGANS POWER LUBE AND TIRE PO BOX 1109 COWPENS SC 29330 VEHICLE SERVICES 234993 WALDROP HEATING AND AIR PO BOX 369 REIDVILLE SC 29375 HVAC 228409 JOLLYS SEPTIC 148 LAURENS ST COWPENS SC 29330 PLUMBING 191611 DALE SUMMER CONSTRUCTION 1160 BISHOP RD INMAN SC 29349 CONSTRUCTION 140895 JOB IMPLUSE INC 1010 E NORTH ST GREENVILLE SC 29601 TEMPORARY STAFFING 119335 5 10313 3956552 10353 3977218 FEES FOR SERVICES 624100 29870027 29870027 ROOM AND BOARD FEES 531110 1287208 1287208 RESPITE FISCAL AGENT FEES 541200 720000 720000 JANITORIAL FEE 812900 403570 403570 HUD MANAGEMENT FEES 531110 92003 92003 138111 138111 32510919 25194 25194 159250 62763 96487 96487 96487 36609818 32510919 0 121681 739961 379614 360347 20247912 18575483 1672429 164723 132620 32103 4411549 3942807 468742 1593787 1447922 145865 40986 40986 177560 177560 1941146 1554464 386682 1890062 1558794 331268 46982 19964 27018 473965 279698 194267 TRANSPORTATION 2012774 1666253 346521 SUPPLIES 860788 791233 69555 COMMUNICATIONS 456142 325681 130461 MINOR EQUIPMENT 432545 107357 325188 641665 330107 311558 36132547 31111997 5020550 0 3390525 2182233 727819 9485 45921 2002816 2561058 121631 4924 4924 80712 405140 22679761 13704810 8619717 8974951 216333 39349 14446143 14941395 2338410 2451445 232357 166121 249253 247106 2820020 2864672 X 4413343 4863943 7212780 7212780 11626123 12076723 14446143 14941395 477271 3324 -29995 0 X X 0 0 0 X 28036278 25116605 20035971 1632836 1177219 75998909 1884999 1835000 1885000 1935000 2100000 9639999 29921277 26951605 21920971 3567836 3277219 85638908 85638908 3493 2929 1996 14339 25194 47951 85686859 19440668 0.99940 0.99260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 232357 1632441 1699802 164996 1 X 1035787 1035787 17777595 10784680 6992915 2255751 1723574 532177 1610628 1196556 414072 8974951 PART IV, LINE 1B: THE ORGANIZATION HAS GUARDIANSHIP OVER THE BANK ACCOUNTS OF INDIVIDUALS IN GROUP HOMES. PART IV, LINE 2B: CASH HELD IN CONSUMERS BANK STATEMENT IS INCLUDED IN THE ASSETS OF THE ORGANIZATION. THE CASH IS PROPERTY OF THE CONSUMERS, AND THUS A LIABILITY OF THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 GERALD BERNARD EXECUTIVE DIRECTOR 225304 0 0 0 0 0 3265 0 0 0 228569 0 0 0 FORM 990, PART III, LINE 2 THE CHARLES LEA CENTER EXPANDED SERVICES IN CLARKSVILLE, TENNESSEE TO PROVIDE INNOVATION CASE MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATION COMMITTEE MADE UP OF THREE DIRECTORS CREATES A SLATE OF OFFICERS AND NEW BOARD MEMBERS, WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE, AND THEN THE FULL BOARD OF DIRECTORS. DECISIONS OF COMMITTEES ARE APPROVED BY THE FULL BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE FULL BOARD OF DIRECTORS WHEN DECISIONS ARISE BETWEEN MONTHLY DIRECTOR MEETINGS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS IS RATIFIED BY THE BOARD OF DIRECTORS AT THE FOLLOWING MEETING. FORM 990, PART VI, SECTION A, LINE 7B A NOMINATION COMMITTEE MADE UP OF THREE DIRECTORS CREATES A SLATE OF OFFICERS AND NEW BOARD MEMBERS, WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE, AND THEN THE FULL BOARD OF DIRECTORS. DECISIONS OF COMMITTEES ARE APPROVED BY THE FULL BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT FOR THE FULL BOARD OF DIRECTORS WHEN DECISIONS ARISE BETWEEN MONTHLY DIRECTOR MEETINGS. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS IS RATIFIED BY THE BOARD OF DIRECTORS AT THE FOLLOWING MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS FOR BOARD OF DIRECTORS' REVIEW OF THE FORM 990 IS TO DISTRIBUTE, VIA EMAIL, COPIES OF THE FORM 990, UPON COMPLETION, TO MEMBERS OF THE FINANCE COMMITTEE. QUESTIONS AND COMMENTS RAISED BY BOARD MEMBERS BY EMAIL, TELEPHONE OR IN WRITING ARE TO BE ADDRESSED PRIOR TO FILING THE INFORMATION RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD OF DIRECTORS ADOPTED A "CONFLICT OF INTEREST POLICY" WRITTEN AND ESTABLISHED BY THE BOARD, TO ENACT POLICIES AND PROCEDURES TO ENSURE THAT ALL CONTRACTS, TRANSACTIONS AND DEALINGS ARE IN THE BEST INTEREST OF THE ORGANIZATION, AND NOT FOR THE PURPOSE OF BENEFITING ANY INDIVIDUAL MEMBERS OF THE BOARD OF DIRECTORS. AT LEAST ONCE PER YEAR, EVERY DIRECTOR IS COMPELLED TO SIGN A "CONFLICT OF INTEREST DISCLOSURE STATEMENT" ON WHICH HE OR SHE ACKNOWLEDGES HIS OR HER UNDERSTANDING OF A DIRECTOR'S DUTY TO DISCLOSE KNOWN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, AND THE NATURE AND EXTENT OF ANY KNOWN TRANSACTIONS IN WHICH THE DIRECTOR MAY HAVE AN INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AS WELL AS THE FORM 990. REQUESTS MAY BE DESCRIBED AS IN PERSON, IN WRITING, OR BY EMAIL. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES. THE BOARD OF DIRECTORS ACCEPTS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE CHARLES LEA CENTER FOUNDATION INC 195 BURDETTE STREET SPARTANBURG SC 29307 570793478 SUPPORT SC 501(C)(3) 11C N/A 0 CLC PROPERTIES INC 195 BURDETTE STREET SPARTANBURG SC 29307 570753316 HOUSING SC 501(C)(3) 11C N/A 0 CLC ADMINISTRATIVE SERVICES INC 195 BURDETTE STREET SPARTANBURG SC 29307 570717510 ADMINISTRATIVE SERVICES SC 501(C)(3) 11C N/A 0 CHARLES LEA INDUSTRIAL CORPORATION 195 BURDETTE STREET SPARTANBURG SC 29307 570803700 EMPLOYMENT SC 501(C)(3) 11C N/A 0 CLC INDEPENDENT LIVING INC 195 BURDETTE STREET SPARTANBURG SC 29307 570884504 HOUSING SC 501(C)(3) 11C N/A 0 CLC ALTERNATIVE LIVING INC 195 BURDETTE STREET SPARTANBURG SC 29307 570906915 HOUSING SC 501(C)(3) 11C N/A 0 CLC ACCESSIBLE LIVING INC 195 BURDETTE STREET SPARTANBURG SC 29307 570991563 HOUSING SC 501(C)(3) 11C N/A 0 CLC SUPPORTED LIVING INC 195 BURDETTE STREET SPARTANBURG SC 29307 570991565 HOUSING SC 501(C)(3) 11C N/A 0 CLC COMMUNITY LIVING INC 195 BURDETTE STREET SPARTANBURG SC 29307 570957978 HOUSING SC 501(C)(3) 11C N/A 0 CLC INMAN ESTATES INC 195 BURDETTE STREET SPARTANBURG SC 29307 571019782 HOUSING SC 501(C)(3) 11C N/A 0 CLC SUGAR RIDGE INC 195 BURDETTE STREET SPARTANBURG SC 29307 571052818 HOUSING SC 501(C)(3) 11C N/A 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 1 0 1 1 0 CLC ADMINISTRATIVE SERVICES INC O 417835 SHARING OF PAID EMPLOYEES CLC ADMINISTRATIVE SERVICES INC N 171600 SHARING OF FACILITIES EQUIPMENT CHARLES LEA INDUSTRIAL CORPORATION Q 338321 SALARY REIMBURSEMENT CLC ADMINISTRATIVE SERVICES INC K 601476 VEHICLE LEASE EXPENSE CLC ADMINISTRATIVE SERVICES INC R 964228 IN HOME SUPPORT EXPENSE CLC ADMINISTRATIVE SERVICES INC E -65814 ADVANCE BALANCE CLC PROPERTIES INC D 221457 ADVANCE BALANCE CLC INDEPENDENT LIVING INC D 58086 ADVANCE BALANCE CLC ALTERNATIVE LIVING INC D 77228 ADVANCE BALANCE CLC COMMUNITY LIVING INC D 97570 ADVANCE BALANCE CLC SUGAR RIDGE INC D 67011 ADVANCE BALANCE