2025-09-12T16:31:31-05:00 2024-09-30 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2023-10-01 560949273 FELLOWSHIP HALL INC FELL 3366213381 P O BOX 13890 GREENSBORO NC 27415 KELLY SCAGGS CEO 3366213381 2025-09-08 1 0 LAURA HARTLEY P01243854 3362759886 2025-09-08 2023 2025-03-06 01:10:19Z KELLY SCAGGS 5140 DUNSTAN ROAD GREENSBORO NC 27405 13609223 0 X WWW.FELLOWSHIPHALL.COM X 1971 NC A FACILITY FOR THE TREATMENT OF SUBSTANCE USE DISORDERS 10 10 140 202 0 0 322296 430771 11001642 11123626 184434 157984 3204 16113 11511576 11728494 0 0 0 0 9260734 9452093 0 0 125761 4173887 6564940 13434621 16017033 -1923045 -4288539 17320620 17420283 1562279 4595053 15758341 12825230 IT IS THE MISSION OF FELLOWSHIP HALL TO HELP PEOPLE WHO SUFFER FROM SUSBSTANCE USE DISORDERS, AND TO PROVIDE COMPASSIONATE, COST EFFECTIVE CARE WHILE MAINTAINING OUR COMMITMENT TO A TWELVE STEP PHILOSOPHY. 0 0 13323027 11152271 TREATMENT OF INDIVIDUALS WITH SUBSTANCE USE DISORDERS AND RELATED PROBLEMS. 798 PATIENTS WERE TREATED DURING THE YEAR ENDED 09/30/24. 13323027 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 46 0 1 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X BRAD ROBERTS 3366213381 5140 DUNSTAN ROAD GREENSBORO NC 27405 DAVID GUISE CHAIRMAN 1.00 X X 0 0 0 JOHN TESH DIRECTOR - EMERITUS 1.00 X 0 0 0 JAKE WEST DIRECTOR 1.00 X 0 0 0 CHARLIE ORR DIRECTOR 1.00 X 0 0 0 JOHN RICHARD MILLER IV DIRECTOR 1.00 X 0 0 0 THOMAS JONES DIRECTOR 1.00 X 0 0 0 RITA BROWN DIRECTOR 1.00 X 0 0 0 JAKE WEST PAST CHAIR 1.00 X X 0 0 0 JACKIE O'CONNELL ASSISTANT TREASURER 1.00 X X 0 0 0 BEN GAINES VICE CHAIR 1.00 X X 0 0 0 ANDY SMITH TREASURER 1.00 X X 0 0 0 ENRICO JONES DIRECTOR 1.00 X 0 0 0 KELLY S SCAGGS PRESIDENT AND CEO - EFFECTIVE DEC 2023 40.00 X 172768 0 23340 MIKE YOW PRESIDENT AND CEO - THROUGH DEC 2023 40.00 X 199666 0 8500 MICHAEL WASHO MEDICAL DIRECTOR 40.00 X 315057 0 50501 AMIE SMITH ADAMS NURSE PRACTIONER 40.00 X 119397 0 25270 JESSICA M SHEETZ FINANCE DIRECTOR - EFFECTIVE THRU 6/2024 40.00 X 146477 0 22283 ALAN H WATT PHYSICIAN ASSISTANT 40.00 X 148050 0 21342 JONI MCMAHAN WHALEY COMPLIANCE AND ACCREDITATION COORDINATOR 40.00 X 186932 0 1977 1288347 0 153213 13 0 1 0 DOMINION DIAGNOSTICS 211 CIRCUIT DR NORTH KINGSTOWN RI 02852 LAB SERVICES 132349 1 44100 386671 430771 GUEST REVENUES 623990 10899733 10899733 ADDITIONAL FEES 623990 120010 120010 OTHER REVENUE 623990 99359 99359 CONFERENCES 623990 4524 4524 11123626 123580 123580 24393 0 24393 24393 24393 1862713 1828309 34404 34404 34404 17561 44100 30093 -12532 -12532 26579 22327 4252 4252 11728494 11152271 0 145452 722041 541531 180510 6700034 5639912 973006 87116 435009 367092 62792 5125 1057627 894790 160260 2577 537382 450636 80048 6698 106551 106551 41116 41116 406364 269729 136635 132777 132777 32786 32786 600016 600016 476443 768 475675 INSURANCE AUDIT SETTLEM 2252325 2252325 LAB & PHARMACY 636262 636262 FOOD 479562 479562 MISCELLANEOUS 249692 70887 172497 6308 1151046 986740 146369 17937 16017033 13323027 2568245 125761 824529 254959 16899 2651 1521027 2049011 67198 75693 207953 112462 19133122 9454260 10015087 9678862 3933757 4594381 712513 605684 21657 46580 17320620 17420283 849766 904258 712513 3690795 1562279 4595053 X 15758341 12825230 15758341 12825230 17320620 17420283 X -4288539 738019 -82591 700000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 20012 0 0 20012 0 PART II-B LINE 1 LOBBYING ACTIVITIES: TO CREATE AWARENESS ABOUT FELLOWSHIP HALL; TO EDUCATE POLICYMAKERS ABOUT SUBSTANCE USE DISORDERS AND RELATED TREATMENT OPTIONS; TO REQUEST STATE APPROPIATIONS; TO MONITOR LEGISLATIVE AND REGULATORY DEVELOPMENTS; TO DEVELOP STRATEGIC RELATIONSHIPS TO ADVANCE POLICIES FAVORABLE FOR FELLOWSHIP HALL AND TREATMENT IN NC. 7309350 381892 462617 3776785 4377074 6907937 132645 224271 44497 7309350 7608309 236173 -942609 6065 6907937 6494872 201476 631009 280952 7608309 14696802 300013 981521 9483464 6494872 1.00000 0 0 796059 796059 13328138 5404524 7923614 2740126 2422111 318015 2268799 1627625 641174 9678862 DEFERRED COMPENSATION 605684 LINE OF CREDIT 832786 INSURANCE AUDIT SETTLEMENT LIABILITY 2252325 3690795 X PART V, LINE 4: THE ENDOWMENT FUND IS DIVIDED INTO BOARD DESIGNATED FUNDS FOR THE FOLLOWING PURPOSES: NEW AND REPLACEMENT CAPITAL PURCHASES, CONTINGENCY OPERATING FUNDS, RECRUITMENT AND RETENTION, AND FINANCIAL ASSISTANCE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALTHOUGH EXEMPT FROM INCOME TAXES, SHOULD THE ORGANIZATION PARTICIPATE IN ACTIVITIES RESULTING IN UNRELATED BUSINESS TAXABLE INCOME, THE ORGANIZATION WOULD ACCOUNT FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE ORGANIZATION BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF SEPTEMBER 30, 2024 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE ORGANIZATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH THE RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. GOLF TOURNAMENT 61661 44100 17561 7745 16600 5748 61661 44100 17561 7745 16600 5748 30093 -12532 1 1 0 0 1 1 1 0 0 65504 65504 0.00410 65504 65504 0.00410 2700 2700 0.00020 2700 2700 0.00020 68204 68204 0.00430 48 399816 68270 331546 0.02070 48 399816 68270 331546 0.02070 1 602059 1 0 1 1 FELLOWSHIP HALL 5140 DUNSTAN ROAD GREENSBORO NC 27405 X FELLOWSHIP HALL 1 0 0 1 X X X X X X 19 1 0 1 1 X 1 19 0 0 0 1 X 1 1 X X 1 X 1 X 0 0 X 0 1 FELLOWSHIP HALL PART V, SECTION B, LINE 5: EMAIL SURVEYS WERE SENT TO TARGETED INDIVIDUALS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY SERVED BY FELLOWSHIP HALL INCLUDING: MENTAL AND BEHAVIORAL HEALTH TREATMENT PROVIDERS (COUNSELORS AND INSTITUTIONS), HEALTH CARE PROVIDERS (HOSPITALS AND DOCTORS), NONPROFIT ORGANIZATIONS, EDUCATIONAL ORGANIZATIONS (UNIVERSITIES AND SCHOOL SYSTEMS), CLERGY, AND GOVERNMENT AND BUSINESS LEADERS. FELLOWSHIP HALL PART V, SECTION B, LINE 6B: GUILFORD COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES. FELLOWSHIP HALL PART V, SECTION B, LINE 11: WHILE THERE ARE MANY NEEDS THAT WERE IDENTIFIED IN THE ASSESSMENT THAT CANNOT BE ADDRESSED BY FELLOWSHIP HALL, THERE ARE SOME CLEAR NEEDS THAT FELLOWSHIP HALL HAS INCORPORATED INTO LEADERSHIP DISCUSSION AS WELL AS THE STRATEGIC PLAN. FOR EXAMPLE, EDUCATION OF THE COMMUNITY, RELATING TO BOTH SUBSTANCE USE DISORDER AS A DISEASE, AND ALSO RELATED TO HOW TO ACCESS TREATMENT WAS IDENTIFIED AS A NEED IN THE ASSESSMENT. FELLOWSHIP HALL'S STRATEGIC PLAN INCLUDES A GOAL OF DEVELOPING PARTNERSHIPS AND RELATIONSHIPS TO ENSURE WE ARE ACTING ON THE EDUCATION NEEDS. FELLOWSHIP HALL'S LEADERSHIP HAS COMMITTED TO LOOKING INTO ADDITIONAL FUNDING SOURCES THAT WILL ENABLE US TO PROVIDE QUALITY TREATMENT TO THOSE WHO DON'T MEET OUR TRADITIONAL FINANCIAL MODEL, THIS EXPANDING ACCESS TO TREATMENT, WHICH WAS ALSO IDENTIFIED AS A NEED. FELLOWSHIP HALL PART V, SECTION B, LINE 24: FOR INDIVIDUALS WITHOUT INSURANCE WHO DO NOT ELECT TO TAKE ADVANTAGE OF THE PROMPT PAY DISCOUNT, THE GROSS CHARGE INCURRED FOR TREATMENT IS BILLED. PART I, LINE 3C: THE CRITERIA CONSIDERED FOR CHARITY CARE INCLUDE, BUT ARE NOT LIMITED TO, INCOME LEVEL OF PATIENT, EMPLOYMENT STATUS OF PATIENT, FAMILY AND OTHER SUPPORT. THE CRITERIA DOES NOT CONSIDER THE USE OF A THRESHOLD. PART I, LINE 7: JOB ORDER COSTING WAS USED TO DETERMINE THE GROSS PATIENT CHARGES WRITTEN OFF PURSUANT TO OUR CHARITY CARE POLICY. PATIENTS WHO MEET OUR CHARITY CARE CRITERIA ARE ELIGIBLE TO PAY A LUMP SUM AMOUNT BASED UPON THEIR FINANCIAL STATUS. ALL COSTS INCURRED BY FELLOWSHIP HALL BEYOND THE CAPPED AMOUNT REPRESENT OUR GROSS PATIENT CHARGES USED TO CALCULATE CHARITY CARE AT COST. A COST-TO-CHARGE RATIO WAS USED, AND THE RATIO WAS DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES, FOUND IN THE INSTRUCTIONS FOR SCHEDULE H OF FORM 990. EXPENSES INCURRED BEYOND THE CAPPED AMOUNT ARE ACTUAL COSTS THAT WOULD BE CHARGED TO PATIENTS WITH THE WHEREWITHAL TO PAY. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION SEEKS TO SERVE THE RECOVERING COMMUNITY BY PROMOTING EDUCATION AND INVOLVEMENT. FELLOWSHIP HALL ISSUES A QUARTERLY NEWSLETTER AND HOSTS AN ANNUAL CONFERENCE FOR THE RECOVERING COMMUNITY. THE ORGANIZATION ALSO HOSTS EDUCATIONAL SEMINARS AND TRAINING ELIGIBLE FOR CONTINUING EDUCATION CREDITS THROUGHOUT THE YEAR FOR PROVIDERS IN THE MEDICAL AND CLINICAL FIELDS. PART III, LINE 4: THE ORGANIZATION EXTENDS UNSECURED CREDIT, PATIENT RECEIVABLES, TO ITS PATIENTS IN THE ORDINARY COURSE OF BUSINESS. PATIENT RECEIVABLES ARE STATED AT THE AMOUNT MANAGEMENT EXPECTS TO COLLECT FROM OUTSTANDING BALANCES. THE ORGANIZATION PROVIDES FOR PROBABLE UNCOLLECTIBLE AMOUNTS THROUGH AN ESTABLISHED ALLOWANCE, AND DIRECT WRITE-OFFS ARE CHARGED TO OPERATIONS THROUGHOUT THE YEAR. RECOVERIES OF PATIENT RECEIVABLES PREVIOUSLY WRITTEN OFF ARE RECORDED IN INCOME WHEN RECEIVED. PART VI, LINE 2: FELLOWSHIP HALL ASSESSES THE NEEDS OF THE COMMUNITY IT SERVES THROUGH A NUMBER OF PORTALS. FELLOWSHIP HALL UTILIZES SATISFACTION SURVEYS TAKEN FROM ALL PATIENTS AND FAMILY MEMBERS OF PATIENTS TO CONSTANTLY ADDRESS AREAS THAT COULD BE IMPROVED, AS WELL AS IDEAS FOR AREAS TO EXPAND BASED ON THE NEEDS IN THE COMMUNITY. FELLOWSHIP HALL ALSO ADDRESSES NEEDS IN OUR STRATEGIC PLANS. REFERRAL SOURCES PROVIDE INSIGHT TO HELP FELLOWSHIP HALL STRATEGICALLY PLAN HOW TO SERVE PATIENTS AND THE COMMUNITY. PART VI, LINE 3: PATIENTS MAY BE INFORMED OF CHARITY CARE OPTIONS WHILE DISCUSSING THEIR FINANCIAL ARRANGEMENT FOR PAYMENT. THIS IS TYPICALLY DONE DURING THE ADMISSION AND DISCHARGE OF A PATIENT. PART VI, LINE 4: FELLOWSHIP HALL FOCUSES ON SERVING NORTH CAROLINA AND SURROUNDING STATES. IT IS A SPECIALITY HOSPITAL DESIGNED AND DEVELOPED TO TREAT SUBSTANCE USE DISORDERS UTILIZING THE TWELVE STEP RECOVERY PROCESS. FELLOWSHIP HALL SERVES ADULTS AGES 18 AND UP. SERVICES PROVIDED BY FELLOWSHIP HALL INCLUDE DETOXIFICATION, INPATIENT CARE, RESIDENTIAL TREATMENT, PARTIAL HOSPITALIZATION, OUTPATIENT SERVICES, AND INCLUDES AN EXTENDED TREATMENT PROGRAM. WE ALSO PROVIDE FAMILY COUNSELING PROGRAMS, AN EARLY RECOVERY GROUP PROGRAM, AND HOUSING FOR THOSE NEEDING STABLE LIVING CONDITIONS DURING THEIR TRANSITION INTO LIFE IN RECOVERY. X X 0 0 0 0 0 0 0 0 0 MICHAEL WASHO MEDICAL DIRECTOR 315057 0 0 0 0 0 25205 0 25296 0 365558 0 0 0 MIKE YOW PRESIDENT AND CEO - THROUGH DEC 2023 199666 0 0 0 0 0 8500 0 0 0 208166 0 0 0 KELLY S SCAGGS PRESIDENT AND CEO - EFFECTIVE DEC 20 172768 0 0 0 0 0 13821 0 9519 0 196108 0 0 0 JONI MCMAHAN WHALEY COMPLIANCE AND ACCREDITATION COORDIN 186932 0 0 0 0 0 1977 0 0 0 188909 0 0 0 ALAN H WATT PHYSICIAN ASSISTANT 148050 0 0 0 0 0 11844 0 9498 0 169392 0 0 0 JESSICA M SHEETZ FINANCE DIRECTOR - EFFECTIVE THRU 6/ 146477 0 0 0 0 0 11718 0 10565 0 168760 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED VIA EMAIL TO THE ENTIRE BOARD OF DIRECTORS. THE PRESIDENT AND CHAIRMAN OF THE BOARD APPROVE THE 990 PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION STATES THAT IT IS THE OBLIGATION OF THE DIRECTORS TO DISCLOSE ANY CONFLICTS OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES ANNUALLY, BASED ON JOB RESPONSIBILITIES, SALARIES OF COMPARABLE POSITIONS, AND COST OF LIVING FLUCTUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE PRESIDENT AND/OR BOARD OF DIRECTORS REVIEW EACH REQUEST TO REVIEW GOVERNING DOCUMENTS AND POLICIES, AND IF THEY APPROVE ACCESS TO THIS INFORMATION, THEY WILL ALSO DETERMINE HOW IT WILL BE MADE AVAILABLE (ON SITE OR COPIES). FORM 990, PART XI, LINE 9: TRANSFERS TO/FROM FOUNDATION 700,000. FORM 990 PART XII LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR OF SEPTEMBER 30, 2024. FELLOWSHIP HALL FOUNDATION PO BOX 13890 GREENSBORO NC 27415 472962465 SUPPORT NC 501(C)(3) 9 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FELLOWSHIP HALL FOUNDATION C 700000 FAIR MARKET VALUE