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 560670676 EASTER SEALS UCP NORTH CAROLINA & VIRGINIA INC EAST 9197838898 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 LUANNE WELCH PRESIDENT & CEO 9198658652 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 104205643 false X HTTPS://EASTERSEALSPORT.COM X 1952 NC TO HELP PEOPLE WITH DISABILITIES, MENTAL HEALTH AND SUBSTANCE USE CHALLENGES, THEIR FAMILIES & OUR EMPLOYEES EMBRACE THEIR POTENTIAL, ACCESS OPPORTUNITIES, BUILD RESILIENCE & THRIVE. 11 11 2734 14 0 2682623 3603587 90347001 98509765 170207 245435 990809 1824387 94190640 104183174 0 0 67852779 73885480 0 528231 24319764 27727115 92172543 101612595 2018097 2570579 34283928 36945355 24066813 23993402 10217115 12951953 TO HELP PEOPLE WITH DISABILITIES, MENTAL HEALTH AND SUBSTANCE USE CHALLENGES, THEIR FAMILIES & OUR EMPLOYEES EMBRACE THEIR POTENTIAL, ACCESS OPPORTUNITIES, BUILD RESILIENCE & THRIVE. false false 45327594 51268479 INTELLECTUAL AND DEVELOPMENTAL DISABILITY (IDD) AND AUTISM SERVICES: EASTERSEALS UCP PROVIDES HOME AND COMMUNITY BASED SERVICES THAT HELP CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND THOSE DUALLY DIAGNOSED BE ENGAGED AND CONTRIBUTING MEMBERS OF THEIR FAMILY AND COMMUNITY. SPECIFIC SERVICES INCLUDE: EARLY CHILDHOOD INTERVENTION, HOME AND COMMUNITY-BASED SERVICES, SKILL BUILDING, PERSONAL ASSISTANCE, RESPITE SERVICES, ADVOCACY ALTERNATIVE FAMILY LIVING, GROUP AND SUPPORTED LIVING, YOUTH TRANSITION TO EMPLOYMENT, EMPLOYMENT TRAINING & PLACEMENT, CAMP & RECREATION, APPLIED BEHAVIORAL ANALYSIS, BEHAVIOR REDUCTION, COMMUNICATION, LEARNER READINESS, PARENT COLLABORATION, SOCIAL SKILLS, GROUP INSTRUCTION, COMMUNITY PARTICIPATION, AND SCHOOL CONSULTATION. 33882989 36048086 MENTAL HEALTH SERVICES: EASTERSEALS UCP PROVIDES HIGH QUALITY RESPONSIVE EVIDENCED BASED AND EVIDENCED INFORMED BEHAVIORAL HEALTH SERVICES. OUR BEHAVIORAL HEALTH PROGRAMS ARE PERSON CENTERED AND FAMILY CENTRIC. WE PROVIDE SUPPORT THAT FOSTERS RESILIENCE AND WALK ALONGSIDE THE PEOPLE WE SUPPORT AS THEY TRAVEL THEIR ROAD TO RECOVERY. SPECIFIC SERVICES INCLUDE: OUTPATIENT CLINICS, HIGH FIDELITY WRAP, CHILD FIRST, PEER SUPPORT, EMPLOYMENT, INDIVIDUAL PLACEMENT SUPPORTS (IPS), CRITICAL TIME INTERVENTION, ASSERTIVE COMMUNITY TREATMENT, MULTI-SYSTEMIC THERAPY, INTENSIVE IN-HOME, TENANCY MANAGEMENT SUPPORTS, AND THERAPEUTIC FOSTER CARE. 10583959 11193200 CRISIS SERVICES: EASTERSEALS UCP PROVIDES INTEGRATED SHORT-TERM RESPONSE TO ASSIST INDIVIDUALS EXPERIENCING A BEHAVIORAL HEALTH OR SUBSTANCE USE CRISIS. WE PROVIDE THE SUPPORT NEEDED TO EFFECTIVELY NAVIGATE THE CURRENT CRISIS AND PROVIDE SUPPORT AND RESOURCES TO CONNECT INDIVIDUALS TO THE BEST CARE TO PREVENT FUTURE CRISIS. 89794542 true true false false false false false false false true true true false true true true false true false false false false false false true false false false false true false false false false false false false false false false false false false true true true false false true 256 0 true 2734 true false false false false false true true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false X JAMES HILTY CFO 9198658872 5171 GLENWOOD AVE SUITE 211 RALEIGH NC 27612 LUANNE WELCH PRESIDENT & 35.00 20.00 X 353718 0 6112 JAMES HILTY CFO 35.00 20.00 X 245249 0 9522 AJAY PATEL PSYCH NURSE 40.00 X 201754 0 176 CHERYL TUNING MARKETING OF 40.00 X 195049 0 2460 CHERYL MANNON CCO 40.00 X 174530 0 7184 DIMA KHATIB VP LEARNING 40.00 X 180932 0 176 MARK GERMANN CPO 40.00 X 170063 0 6922 MARIBEL ANAYA-HAMMER CHIEF PEOPLE 40.00 X 174613 0 2329 MATTHEW HOBBS PSYCH NURSE 40.00 X 161338 0 6895 MARTA QUINTANA DEVELOPMENT 40.00 X 157269 0 8817 ELIZABETH HILL VP HOME & CO 40.00 X 145614 0 6751 ROBIN HENDERSON-WILEY VP BEHAV. HE 40.00 X 143493 0 8869 PETER NOWAK VP OF IT 40.00 X 143243 0 8958 WILLIAM BLANTON VP OF FINANC 40.00 X 135268 0 438 LYLE HANNUM HEALTH DATA 40.00 X 122944 0 9381 GINA BROWN DIR. OF PROG 40.00 X 123313 0 8728 SORAYA KUNNAVATANA VP OUTCOMES 40.00 X 128720 0 176 ROGER FINDLEY JR DIR CYBER SE 40.00 X 118677 0 9825 RICK ANICETTI BOARD MEMBER 1.00 0.50 X 0 0 0 GONZALO CHECA TREASURER 1.00 0.50 X 0 0 0 SHEILA DAVIES SECRETARY 1.00 0.50 X 0 0 0 ELIZABETH DEBIASI PAST CHAIR 1.00 0.50 X 0 0 0 MARTHA EARLY BOARD MEMBER 1.00 0.50 X 0 0 0 SAM EBERTS CHAIR 1.00 0.50 X 0 0 0 MICHAEL O'DONNELL BOARD MEMBER 1.00 0.50 X 0 0 0 JONATHAN SHAPIRO BOARD MEMBER 1.00 0.50 X 0 0 0 MIHALI STAVLAS BOARD MEMBER 1.00 0.50 X 0 0 0 DONALD THOMPSON VICE CHAIR 1.00 0.50 X 0 0 0 MIKE WATERS BOARD MEMBER 1.00 0.50 X 0 0 0 3075787 103719 28 false true false TOMORROWS PROMISE INC 5393 HIDDEN STREAM DRIVE LEWISVILLE NC 27023 PSYCH SERVICES 301900 BLUE LINE MEDIA 11301 W OLYMPIC BLVD STE 464 LOS ANGELES CA 90064 ADVERTISING 270330 PHYLLIS ATWELL 2425 WRIGHTWOOD AVE DURHAM NC 27705 PSYCH SERVICES 222750 WILLIAM MANN 308 RALEIGH ROAD PKWY WEST WILSON NC 27893 PSYCH SERVICES 202556 KILPATRICK TOWNSEND PO BOX 945614 ATLANTA GA 30394 LEGAL SERVICES 199358 17 57453 2782100 764034 3603587 NET CLIENT SERVICE REVENUE 98509765 98509765 98509765 85839 85839 31150 31150 31150 31150 87835 71761 87835 71761 159596 87835 71761 57453 22469 -22469 -22469 MANAGEMENT FEE INCOME 1696525 1696525 MISCELLANEOUS 119181 119181 1815706 104183174 100413306 166281 2427159 2214750 200776 11633 58513361 53392660 4840249 280452 8283087 7558207 685180 39700 4661873 4253897 385632 22344 435435 1031 434162 242 174999 414 174488 97 9381906 8503769 877876 261 1309577 1231120 31430 47027 427374 332193 86405 8776 2061511 1434554 614850 12107 4720524 3978073 700008 42443 1959550 1836902 117567 5081 69655 59678 8960 1017 390742 315293 73207 2242 1277779 540002 728941 8836 1139744 957765 175167 6812 PROGRAM SUPPORT & SUPPLIE 1285942 1277563 8379 COMMUNICATIONS 1004806 699219 299686 5901 STAFF RECRUITMENT & TRAIN 741480 275301 463913 2266 LICENSES AND FEES 411533 290798 118862 1873 934558 641353 264084 29121 101612595 89794542 11289822 528231 6804918 4855228 7160811 9458288 1111197 439578 22751409 17824578 4249808 4926831 2899810 3220697 12057384 14044733 34283928 36945355 6557377 7327400 2387997 1549943 3553453 3467738 11567986 11648321 24066813 23993402 X 9516060 12182599 701055 769354 10217115 12951953 34283928 36945355 X 2570579 218458 -54199 X false true X true true true X 2587542 5214155 3657639 2682623 3603587 17745546 2587542 5214155 3657639 2682623 3603587 17745546 17745546 88021 70503 91022 112203 116989 478738 18224284 445026845 0.97370 0.96300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 669577 69843 3346 736074 616441 55915 2779 669577 690035 -70255 3339 616441 548297 144815 3077 690035 545576 4921 2200 548297 0.48910 0.51090 false false 563581 563581 7216638 5868974 1347664 2768257 1366412 1401845 2211848 1721923 489925 9991085 8867269 1123816 4926831 INVESTMENTS 3220697 F 3220697 RIGHT OF USE ASSET 10287192 DUE FROM PORT HEALTH 3249770 OTHER RECEIVABLES 297544 SECURITY DEPOSITS 210227 14044733 CAPITAL LEASES 11032948 BENEFIT COST LIABILITY 615373 11648321 X 104567560 218458 143459 361917 104205643 -22469 -22469 104183174 101778523 143459 22469 165928 101612595 101612595 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF FOUR DONOR-RESTRICTED ENDOWMENTS THAT SUPPORT PARTICULAR PROGRAMS OR TYPES OF EXPENDITURE. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATIONS 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. SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES NETTED WITH REVENUE -22,469 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES NETTED WITH REVENUE 22,469 GLOW RUN 41711 41711 20090 GOLF TOURNEYS 15742 15742 2379 57453 57453 22469 22469 -22469 X X X X false false false false false false false false false LUANNE WELCH PRESIDENT & CEO 353718 6112 359830 JAMES HILTY CFO 245249 9522 254771 AJAY PATEL PSYCH NURSE PRAC. 201754 176 201930 CHERYL TUNING MARKETING OFFICER 195049 2460 197509 CHERYL MANNON CCO 174530 7184 181714 DIMA KHATIB VP LEARNING 180932 176 181108 MARK GERMANN CPO 170063 6922 176985 MARIBEL ANAYA-HAMMER CHIEF PEOPLE OFFICER 174613 2329 176942 MATTHEW HOBBS PSYCH NURSE PRAC. 161338 6895 168233 MARTA QUINTANA DEVELOPMENT OFFICER 157269 8817 166086 ELIZABETH HILL VP HOME & COMM 145614 6751 152365 ROBIN HENDERSON-WILEY VP BEHAV. HEALTH 143493 8869 152362 PETER NOWAK VP OF IT 143243 8958 152201 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 EASTER SEALS UCP NORTH CAROLINA AND VIRGINIA, INC. (ESUCP) 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 OF THE ORGANIZATION, AND NOT IN THE FURTHERANCE OF PERSONAL INTERESTS OR THE INTERESTS 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, POTENTIAL 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. FORM 990, PART XI, LINE 9 PENSION-RELATED CHANGES -54,199 EASTER SEALS UCP NC HOUSING INC 5171 GLENWOOD AVENUE SUITE 211 RALEIGH NC 27612 581620890 HOUSING NC 501 7 ESUCP true PORT HEALTH SERVICES 4300-110 SAPPHIRE COURT GREENVILLE NC 27834 200287545 NC 501C3 7 ESUCP true false false false true false false false false false false false false false false false false false false true PORT HEALTH SERVICES D 3249770 ACTUAL AMOUNT PORT HEALTH SERVICES S 1696525 ACTUAL AMOUNT SCHEDULE R THE BOARD OF DIRECTORS OF EASTER SEALS UNITED CEREBRAL PALSY NC HOUSING, INC. (REFERENCED ON SCH. R, PART II) IS COMPLETELY COMPRISED OF EMPLOYEES OF THE FILING ORGANIZATION. THE PURPOSE OF THE CONTROLLED ORGANIZATION IS TO HOLD REAL ESTATE RELATED TO PROPERTIES FINANCED WITH US DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) FOR RESIDENTIAL HOUSING FOR PERSONS WITH MENTAL HEALTH AND DEVELOPMENTAL DISABILITIES. 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.