2024-05-14T13:57:36-05:00 2023-06-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-07-01 560746601 ANUVIA PREVENTION AND RECOVERY CENTER INC ANUV 7043767447 100 BILLINGSLEY ROAD CHARLOTTE NC 28211 VALERIE KOPETZKY CEO 7043767447 2024-05-14 1 VALERIE KOPETZKY 999009999 1 AMY BIBBY P00445891 8282542254 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALERIE KOPETZKY 100 BILLINGSLEY ROAD CHARLOTTE NC 28211 16849000 0 X WWW.ANUVIA.ORG X 1958 NC TO EDUCATE THE PUBLIC ABOUT DRUGS AND ALCOHOLISM AND PROVIDE ADDICTION OUTPATIENT TREATMENT. 15 15 156 0 0 0 6780709 8035167 6189297 8682426 3946 -29804 59564 36970 13033516 16724759 0 0 0 0 8793612 9071722 0 0 357439 2937750 3264494 11731362 12336216 1302154 4388543 7525667 11824045 839197 763379 6686470 11060666 X THE MISSION OF ANUVIA IS TO PROMOTE WELLNESS IN OUR COMMUNITY BY PROVIDING COMPASSIONATE TREATMENT AND PREVENTION SERVICES OF THE HIGHEST QUALITY TO IMPACT THE DISEASE OF ADDICTION. 0 0 9981444 8723789 SEE SCHEDULE O FOR COMPLETE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. 9981444 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 156 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROGER HILLIARD 7043767447 100 BILLINGSLEY ROAD CHARLOTTE NC 28211 ANNE BRIDGEMAN SECRETARY 1.00 X 0 0 0 BRANNON CASHION PREVENTION COMMITTEE 1.00 X 0 0 0 BOB CONSOLI BOARD MEMBER 1.00 X 0 0 0 JEFF DAVIS TREATMENT COMMITTEE 1.00 X 0 0 0 DEMETRIA FAULKNER-WELCH BOARD MEMBER 1.00 X 0 0 0 NICOLE GARDNER CHAIR, HUMAN RESOURCES COMMITTEE 1.00 X 0 0 0 MERRILYN R GILL CHAIR, TREATMENT COMMITTEE 1.00 X X 0 0 0 FRED HUDSON PREVENTION COMMITTEE 1.00 X 0 0 0 CHRISTY KNIGHT BOARD MEMBER 1.00 X 0 0 0 BEN LEHMAN CHAIR, FINANCE COMMITTEE 1.00 X X 0 0 0 DR SCOTT LURIE TREATMENT COMMITTEE 1.00 X 0 0 0 P SUNNY PANYANOUVONG-RUBECK BOARD MEMBER 1.00 X 0 0 0 VICTORIA PEREZ FRIENDS VICE CHAIR,MECKLENBURG COUNTY ASSISTANT PUBLIC DEF 1.00 X 0 0 0 VALERIE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 BRANDON WILLIAMSON CMPD 1.00 X 0 0 0 JULIA PAUL ABC BOARD REPRESENTATIVE 1.00 X 0 0 0 RICK AIKEN BOARD MEMBER 1.00 X 0 0 0 JOHN WILKES BOARD MEMBER 1.00 X 0 0 0 FREDA LESTER BOARD MEMBER 1.00 X 0 0 0 VALERIE KOPETZKY CEO 40.00 X 184279 0 29513 MIKE TULLY ABC BOARD REPRESENTATIVE 40.00 X 0 0 0 ROGER HILLIARD COO 40.00 X 155023 0 27465 MALCOLM CAMPBELL JOHNSON CLINICAL DIRECTOR 40.00 X 155462 0 27495 ABIGAIL LORD-RAMSEY CHIEF STRATEGY OFFICER 40.00 X 118097 0 14937 JO-ELLEN MCQUADE DIRECTOR OF HUMAN RESOURCE 40.00 X 48921 0 3172 ZORANA ROLDAN ROMO CHIEF PUBLIC HEALTH DIRECTOR 40.00 X 103507 0 14314 HEATHER DRUM CLINICAL COMPLIANCE MANAGER 40.00 X 107113 0 7939 ERICA WILLIAMS NURSE 40.00 X 132320 0 9703 ANDREA SKIDMORE NURSE 40.00 X 104734 0 13454 1109456 0 147992 8 0 1 0 JEAN MELVIN MD 3909 CHARMAL PL CHARLOTTE NC 28226 MEDICAL SERVICES 171474 HELEN B HAYES 7317 YELLOWHORN TRAIL WAXHAW NC 28173 MEDICAL SERVICES 106821 2 7865450 169717 3820000 8035167 PROGRAM REVENUE 624100 8682426 8682426 8682426 94437 94437 35279 0 35279 35279 35279 124241 -124241 -124241 -124241 MISCELLANEOUS INCOME 900099 1691 1691 1691 16724759 8682426 0 7166 1337945 769319 307759 260867 5137865 4623725 514140 1786781 1488028 232282 66471 809131 673843 105187 30101 25118 25118 1047172 711864 335308 61712 61712 470778 311058 159720 227757 207744 20013 243232 232530 10702 5763 5763 272316 272316 223855 223855 111175 106283 4892 PROGRAM/TREATMENT COSTS 435172 435172 MISCELLANEOUS 98775 56969 41806 LEASE EXPENSE 41669 41669 12336216 9981444 1997333 357439 1391 495 6480852 6661782 340794 653774 68123 61960 4867617 455283 600807 4412334 33700 33700 7525667 11824045 826921 695007 12276 4181 0 64191 839197 763379 X 6632102 11060666 54368 0 6686470 11060666 7525667 11824045 X 4388543 -12754 -1593 X X 0 1 X 1 0 X 3913790 3909995 4276435 6780709 8047947 26928876 1709954 1709955 1709954 1709953 1244953 8084769 5623744 5619950 5986389 8490662 9292900 35013645 35013645 6664 5149 1494 63510 62917 139734 106449 6647 8743 121839 35275218 38278099 0.99260 0.99350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3360000 3360000 868106 193280 674826 242481 130269 112212 293873 91445 202428 103157 40289 62868 4412334 LEASE LIABILITY 64191 64191 X 17964274 1244953 1244953 16719321 5438 5438 16724759 13590078 1257707 1257707 12332371 3845 3845 12336216 PART X, LINE 2: ANUVIA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. ANUVIA HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023. ANUVIA RECOGNIZES TAX BENEFITS ONLY TO THE EXTENT THAT ANUVIA BELIEVES IT IS MORE-LIKELY-THAN-NOT (I.E. GREATER THAN 50 PERCENT) THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 3,845. DIFFERENCE IN NA RELEASED FROM RESTRICTION 1,593. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 3,845. X X 0 0 0 0 0 0 0 0 0 VALERIE KOPETZKY CEO 184079 0 200 0 0 0 12886 0 16627 0 213792 0 0 0 MALCOLM CAMPBELL JOHNSON CLINICAL DIRECTOR 155262 0 200 0 0 0 10868 0 16627 0 182957 0 0 0 ROGER HILLIARD COO 154823 0 200 0 0 0 10838 0 16627 0 182488 0 0 0 X 2 3820000 FMV 0 0 0 FORM 990, PART III, LINE 4A ANUVIA IS A PRIVATE, NONPROFIT SUBSTANCE USE DISORDER AND MENTAL HEALTH TREATMENT AND PREVENTION FACILITY THAT SERVES MORE THAN 9,500 PEOPLE ANNUALLY. ANUVIA PROVIDES PREVENTION/INTERVENTION SERVICES, COMPREHENSIVE CLINICAL ASSESSMENT SERVICES, SHORT TERM TREATMENT OPTIONS, ADULT SUBSTANCE ABUSE INTENSIVE OUTPATIENT TREATMENT, ADOLESCENT TREATMENT, SUBSTANCE ABUSE COMPREHENSIVE OUTPATIENT TREATMENT, MEDICATION MANAGEMENT, MEDICATION ASSISTED TREATMENT, DETOXIFICATION, AND RESIDENTIAL (INPATIENT) TREATMENT. ANUVIA ALSO PROVIDES RESOURCES FOR COMMUNITY PARTNERS, INCLUDING AND ESPECIALLY RECOVERY SUPPORT GROUPS. ANUVIA IS ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILIATION FACILITIES (CARF) AND IS AN APPROVED PROVIDER FOR ALLIANCE HEALTHCARE, MEDICAID, OTHER NC MANAGED CARE ORGANIZATIONS, AND MOST INSURANCE PROVIDERS. ANUVIA OFFERS SERVICES ON A SLIDING SCALE FEE BASIS AND WILL NOT TURN ANYONE AWAY DUE TO INABILITY TO PAY. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY ESTABLISH AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIRMAN OF THE BOARD, VICE-CHAIRMAN OF THE BOARD, THE SECRETARY, THE TREASURER AND OTHER COMMITTEE CHAIRS AS REQUESTED BY THE CHAIRMAN OF THE BOARD. THIS COMMITTEE SHALL HAVE AND MAY EXERCISE ANY OR ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION ONLY AFTER SUCH AUTHORITY IS EXPLICITLY DELEGATED TO THE EXECUTIVE COMMITTEE BY THE VOTE OF A MAJORITY OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO EVERY VOTING BOARD MEMBER FOR THEIR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY POSSIBLE CONFLICT OF INTEREST SHALL BE DISCLOSED BY THE BOARD OR STAFF MEMBER WHO MAY HAVE THE CONFLICT OF INTEREST. 2.WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, BOARD MEMBER(S) HAVING THE CONFLICT OF INTEREST SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS AND SAID BOARD MEMBER(S) SHALL NOT VOTE ON THE MATTER. IN ADDITION, THE SAID BOARD MEMBER(S) SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION AND SHALL RETIRE FROM THE ROOM DURING THE VOTE OF THE BOARD OF DIRECTORS. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER SHALL BE RESOLVED BY VOTE OF THE BOARD OF DIRECTORS, EXCLUDING THE SAID BOARD MEMBER(S) CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. 3.THE OFFICIAL MINUTES OF THE BOARD OF DIRECTORS SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE SAID BOARD MEMBER(S) WAS (WERE) NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE ON THE MATTER. 4.BOARD MEMBERS AND OFFICERS WILL COMPLETE AND SUBMIT TO THE BOARD SECRETARY AN ANNUAL STATEMENT CONCERNING POSSIBLE CONFLICTS OF INTEREST. 5.STAFF MEMBERS SHALL REPORT TO THE EXECUTIVE DIRECTOR ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE REGARDING PERFORMANCE OF THEIR ASSIGNED JOB FUNCTIONS. 6.THE EXECUTIVE DIRECTOR WILL ENSURE THAT STAFF MEMBERS WHO REPORT CONFLICTS OF INTEREST OR STAFF MEMBERS THAT ARE IDENTIFIED BY OTHER MEANS THAT MAY BE INVOLVED IN CONFLICTS OF INTEREST ARE EXCLUDED FROM DECISION MAKING OR OTHER WORK RELATED ACTIVITY THAT IS INAPPROPRIATE IN RELATION TO A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR WILL MAINTAIN DOCUMENTATION REGARDING MEETINGS AND ACTIONS TAKEN IN THE RESOLUTION OF CONFLICTS OF INTEREST INVOLVING STAFF MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO COMPENSATION WAS DETERMINED BY REVIEWING SALARIES FROM SIMILAR ORGANIZATIONS, ACCORDING TO THEIR FORM 990 DISCLOSURES. THE BOARD CHAIR AND BOARD TREASURER CONSULTED WITH THE HUMAN RESOURCES COMMITTEE BEFORE RECOMMENDING THE CEO COMPENSATION TO THE BOARD OF DIRECTORS. THIS RECOMMENDATION WAS APPROVED BY A VOTE OF THE BOARD OF DIRECTORS. THE PROCESS TO DETERMINE THE CEO'S COMPENSATION IS THE SAME AS OTHER EMPLOYEES. COMPENSATION INCREASES ARE DETERMINED DURING THE YEARLY BUDGET PROCESS BY THE HUMAN RESOURCES FINANCE EXECUTIVE COMMITTEES WITH FINAL APPROVAL COMING FROM THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. ADDITIONALLY, RECENT FILINGS OF THE FORM CAN BE FOUND ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DIFFERENCE IN NET ASSETS RELEASED FROM RESTRICTION -1,593. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.