2024-05-15T07:16:47-05:00 2023-06-30 570925346 HALLIDAY SCHWARTZ & CO 824 EAST MAIN STREET SPARTANBURG SC 29302 990 2022-07-01 576036895 THE CHARLES LEA CENTER INC CHAR 8645850322 195 BURDETTE STREET SPARTANBURG SC 29307 ROBERT DECKER CHIEF FINANCIAL OFFICER 8645850322 2024-05-14 1 ROBERT DECKER 999009999 0 SAMANTHA W BROWN P01394928 8645830886 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT DECKER 195 BURDETTE STREET SPARTANBURG SC 29307 33824750 0 X WWW.CHARLESLEA.ORG X 1971 SC THE CHARLES LEA CENTER, INC. SERVES TO PROVIDE THE NECESSARY MEANS TO ASSIST INDIVIDUALS WITH DISABILITIES IN ACHIEVING THE MAXIMUM USE OF THEIR ABILITIES. FROM NEWBORNS TO SENIORS, THE CENTER PROVIDES SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR THOSE WITH DISABILITIES. THE CENTER'S GOAL IS TO ASSIST EACH PERSON IN LIVING MORE INDEPENDENTLY. 25 25 619 27 0 0 21920971 3566070 11453462 30082041 141395 8239 0 -23709 33515828 33632641 0 0 0 0 24697564 25623394 0 0 0 7156286 8262288 31853850 33885682 1661978 -253041 15119279 14446143 2795504 2820020 12323775 11626123 X THE CHARLES LEA CENTER, INC. SERVES TO PROVIDE THE NECESSARY MEANS TO ASSIST INDIVIDUALS WITH DISABILITIES IN ACHIEVING THE MAXIMUM USE OF THEIR ABILITIES. FROM NEWBORN TO SENIORS, THE CENTER PROVIDES SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR THOSE WITH DISABILITIES. THE CENTER'S GOAL IS TO ASSIST EACH PERSON IN LIVING MORE INDEPENDENTLY. 0 0 5395877 4277696 DAY PROGRAMS - FOR INDIVIDUALS THAT HAVE AN INTELLECTUAL DISABILITY AND INCLUDE DAY HABILITATION AND EMPLOYMENT SERVICES. DAYS SERVED: 250, NUMBER OF INDIVIDUALS SERVED: APPROX. 301. 20612187 24413094 RESIDENTIAL SERVICES - PROGRAM AND HOUSING FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES. TOTAL DAYS SERVED: 365, NUMBER OF INDIVIDUALS SERVED: APPROX. 269 737367 951261 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 NUMBER SERVED: APPROX. 1228 2426862 439990 2426862 439990 29172293 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 48 0 1 619 1 0 0 0 0 0 0 0 0 0 0 X 25 25 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 0.00 X 0 0 0 ANGIE ROBERSON DIRECTOR 0.00 X 0 0 0 BRIAN EARNEST DIRECTOR, TREASURER 0.00 X X 0 0 0 ELAINE FREEMAN DIRECTOR (LIFE MEMBER) 0.00 X 0 0 0 SCOTT FLEMING DIRECTOR 0.00 X 0 0 0 CAROLYN HARBISON DIRECTOR 0.00 X 0 0 0 JOHN KELLAM DIRECTOR 0.00 X 0 0 0 LORETA DYLGJERI DIRECTOR 0.00 X 0 0 0 JENNIFER KINDALL DIRECTOR, VICE PRESIDENT 0.00 X X 0 0 0 JACK LAWRENCE DIRECTOR 0.00 X 0 0 0 DOUG LEA DIRECTOR 0.00 X 0 0 0 DR TOM MCDANIEL DIRECTOR (LIFE MEMBER) 0.00 X 0 0 0 MARY ETTA MCCARTHY DIRECTOR (LIFE MEMBER - NO 0.00 X 0 0 0 DAVID NICHOLS DIRECTOR 0.00 X 0 0 0 JOHN POOLE DIRECTOR (LIFE MEMBER) 0.00 X 0 0 0 SHEVELLE PORTER DIRECTOR, SECRETARY 0.00 X X 0 0 0 PAUL PRUITT DIRECTOR, PRESIDENT 0.00 X X 0 0 0 CHERYL REVELS DIRECTOR 0.00 X 0 0 0 BETHANY SMITH DIRECTOR 0.00 X 0 0 0 EMILY TALLON DIRECTOR 0.00 X 0 0 0 ALONZO THOMPSON DIRECTOR 0.00 X 0 0 0 BILL WALSH DIRECTOR (LIFE MEMBER - NO 0.00 X 0 0 0 CHIP WARD DIRECTOR 0.00 X 0 0 0 MARIA WILLIAMSON DIRECTOR 0.00 X 0 0 0 KATHERINE MATZ DIRECTOR 0.00 X 0 0 0 KIMBERLY MODE DIRECTOR 0.00 X 0 0 0 ERNEST RICE JR DIRECTOR 0.00 X 0 0 0 GERALD BERNARD EXECUTIVE DIRECTOR 40.00 X 212525 0 0 ROBERT DECKER CHIEF FINANCIAL OFFICER 40.00 X 126549 0 0 LOIS DURRAH VICE PRESIDENT OF COMMUNITY SUPPORT 40.00 X 118344 0 0 SHANNON CHILDRESS SENIOR VICE PRESIDENT OF NORTH CAROLINA ANCILLARY 40.00 X 103823 0 0 FAITH BURKE NURSE PRACTIONER 40.00 X 132417 0 0 693658 0 0 5 0 1 0 BOGANS POWER LUBE AND TIRE PO BOX 1109 COWPENS SC 29330 VEHICLE SERVICES 239342 DALE SUMMER CONSTRUCTION 1160 BISHOP RD INMAN SC 29349 CONSTRUCTION 146955 NURSE ASSOCIATES 1326 MILLER RD GREENVILLE SC 29607 NURSE STAFF 122345 CONSOLIDATED STAFFING 350 HIGH ST MARYVILLE TN 37804 STAFFING 111038 JOLLYS SEPTIC 148 LAURENS ST COWPENS SC 29330 PLUMBING 105388 6 60831 3504326 913 3566070 FEES FOR SERVICES 624100 26689515 26689515 ROOM AND BOARD FEES 531110 1342601 1342601 RESPITE FISCAL AGENT FEES 541200 652500 652500 JANITORIAL FEE 812900 396671 396671 HUD MANAGEMENT FEES 531110 98280 98280 902474 902474 30082041 14339 14339 152300 176009 -23709 -23709 -23709 10000 16100 -6100 -6100 -6100 33632641 30082041 0 -15470 693658 354584 339074 19562855 17973990 1588865 124557 110253 14304 3747235 3349823 397412 1495089 1355264 139825 17776 17776 132935 132935 1772909 1326680 446229 1770277 1468802 301475 64196 39845 24351 418248 202408 215840 TRANSPORTATION 1843865 1602146 241719 SUPPLIES 822413 744421 77992 COMMUNICATIONS 452544 308296 144248 MINOR EQUIPMENT 359874 72884 286990 607251 262897 344354 33885682 29172293 4713389 0 3792449 3390525 59174 9485 1883291 2002816 240635 121631 4924 4924 103540 80712 21801592 13181875 8819027 8619717 216239 216333 15119279 14446143 2004144 2338410 531872 232357 259488 249253 2795504 2820020 X 4668547 4413343 7655228 7212780 12323775 11626123 15119279 14446143 X -253041 -2163 -442448 0 X X 0 0 0 X 29370885 28036278 25116605 20035971 1632836 104192575 1884999 1835000 1885000 1935000 7539999 29370885 29921277 26951605 21920971 3567836 111732574 111732574 6618 3493 2929 1996 14339 29375 804763 804763 112566712 20962681 0.99260 0.98970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 531872 2083483 2382998 232357 1 X 1035787 1035787 17420381 10457594 6962787 2547101 1933653 613448 798323 790628 7695 8619717 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 212525 0 0 0 0 0 0 0 0 0 212525 0 0 0 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. FORM 990, PART XI, LINE 8 A PRIOR PERIOD ADJUSTMENT OF $442,448 WAS MADE TO RECOGNIZE RESTRICTED NET ASSETS DUE TO THE ORIGINAL FUNDING SOURCE UPON A CHANGE IN RESTRICTION IN A PREVIOUS PERIOD. 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 1 0 1 1 0 1 1 0 CHARLES LEA INDUSTRIAL CORPORATION Q 425671 SALARY REIMBURSEMENT CLC ADMINISTRATIVE SERVICES INC K 551632 VEHICLE LEASE EXPENSE THE CHARLES LEA CENTER FOUNDATION INC C 60831 GRANT CLC COMMUNITY LIVING INC D 68945 ADVANCE BALANCE CLC PROPERTIES INC D 131586 ADVANCE BALANCE CHARLES LEA INDUSTRIAL CORPORATION P 278808 EXPENSE REIMBURSEMENT CLC ADMINISTRATIVE SERVICES INC E 85643 ADVANCE BALANCE CLC ADMINISTRATIVE SERVICES INC R 2551856 TRANSFER FOR PAYROLL