2025-02-26T13:50:41-05:00 2024-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2023-07-01 560988422 SOUTHLIGHT HEALTHCARE INC SOUT 9197876131 3125 POPLARWOOD CT 203 RALEIGH NC 27604 AUDREY LODER BOARD TREASURER 9197876131 2025-02-26 true true SUSAN DEAN P01281194 9196621001 2025-02-26 2023 2025-03-06 01:10:19Z ADAM HARTZELL 3125 POPLARWOOD CT 203 RALEIGH NC 27604 19453733 false X WWW.SOUTHLIGHT.ORG X 1970 NC SOUTHLIGHT HEALTHCARE PROVIDES ACCESS TO HIGH-QUALITY MENTAL HEALTH AND SUBSTANCE USE TREATMENT, FOSTERING A RESILIENT COMMUNITY BY SUPPORTING INDIVIDUALS IN THEIR RECOVERY. 14 14 230 59 0 3503312 5926877 11266865 13541181 500 18898 16796 -33223 14787473 19453733 0 0 10015704 12372810 0 170615 4635296 4576316 14651000 16949126 136473 2504607 5405970 8666854 2095388 2847905 3310582 5818949 X SOUTHLIGHT HEALTHCARE PROVIDES ACCESS TO HIGH-QUALITY MENTAL HEALTH AND SUBSTANCE USE TREATMENT, FOSTERING A RESILIENT COMMUNITY BY SUPPORTING INDIVIDUALS IN THEIR RECOVERY. false false 3965680 5614220 OPIOID TREATMENT PROGRAM UTILIZING A COMBINATION OF MEDICATION ASSISTED TREATMENT AND COUNSELING, THE OPIOID TREATMENT PROGRAM WORKS TO MANAGE THE SYMPTOMS OF OPIOID DEPENDENCE AND WITHDRAWAL, CREATING OPPORTUNITIES FOR PEOPLE TO MAKE CONSTRUCTIVE LIFE CHANGES. PARTICIPANTS RECEIVE METHADONE OR SUBOXONE IN A DAILY DOSING TREATMENT ENVIRONMENT WITH SUPPORTIVE SERVICES LIKE CASE MANAGEMENT, EDUCATION, INDIVIDUAL AND GROUP THERAPY, AND HARM REDUCTION SKILLS TO IMPROVE OVERALL QUALITY OF LIFE. 3926698 3662629 ADULT COMMUNITY SERVICES ADULT COMMUNITY BASED SERVICES AT SOUTHLIGHT ARE MENTAL HEALTH AND SUBSTANCE USE SERVICES THAT MEET PEOPLE WHERE THEY ARE, BOTH IN THEIR ENVIRONMENT AND IN THEIR VARYING NEED FOR INTENSITY OF TREATMENT. THERE ARE MULTIPLE LEVELS OF CARE AVAILABLE WHICH ARE DICTATED BY THE FREQUENCY OF INTERVENTIONS REQUIRED AND THE TYPE OF SUPPORT NEEDED. FOR INDIVIDUALS WHO CAN RECEIVE CLINICAL SERVICES IN AN OFFICE SETTING BUT NEED MORE SUPPORT ON FOLLOW THROUGH IN MOVING TOWARDS THEIR TREATMENT GOALS, THEY MAY BE MATCHED WITH A CERTIFIED PEER SUPPORT SPECIALIST IN THE PEER SUPPORT PROGRAM WHO WORKS IN TANDEM WITH THE OFFICE-BASED PROVIDERS. FOR INDIVIDUALS WHO ARE UNABLE TO ENGAGE WITH OFFICE-BASED CLINICAL SERVICES, THE COMMUNITY SUPPORT TEAM AND ASSERTIVE COMMUNITY TREATMENT TEAM PROVIDE CLINICAL WRAPAROUND SERVICES WITHIN THE PERSON'S HOME, COMMUNITY OR OTHER ENVIRONMENTS OUTSIDE OF SOUTHLIGHT'S OFFICE AND SUPPORT PEOPLE WHO ARE EXPERIENCING MORE INTENSE AND SERIOUS PSYCHIATRIC AND SUBSTANCE USE CHALLENGES, PREVENTING THEM FROM SUCCESSFULLY ENGAGING IN TRADITIONAL OFFICE-BASED SERVICES. THERE ARE ALSO SPECIALTY TEAMS WITHIN THE COMMUNITY BASED PROGRAMS THAT FOCUS ON A VARIETY OF NEEDS INCLUDING THOSE WHO MAY HAVE BEEN RECENTLY INCARCERATED, INDIVIDUALS WHO MAY BENEFIT FROM SUPPORT AROUND FINDING AND KEEPING EMPLOYMENT, AND ALSO THOSE WHO NEED SUPPORT LIVING INDEPENDENTLY WITHIN THE COMMUNITY BUT NEED ASSISTANCE WITH SKILL BUILDING AROUND TENANTS' RIGHTS, HOW TO MAINTAIN A HOUSEHOLD THROUGH BUDGETING, MAINTAINING THEIR ENVIRONMENT AND OTHER INDEPENDENT ACTIVITIES OF DAILY LIVING WHILE STILL ADDRESSING NEEDS FOR THEIR MENTAL HEALTH AND/OR SUBSTANCE USE CHALLENGES. 2295135 1994822 ADULT OUTPATIENT SERVICES ADULT OUTPATIENT SERVICES OFFERS A CONTINUUM OF COMPREHENSIVE SERVICES TO INDIVIDUALS WITH SUBSTANCE USE AND/OR MENTAL HEALTH DISORDERS. USING EVIDENCE-BASED PRACTICES, SOUTHLIGHT OFFERS INDIVIDUAL AND GROUP THERAPY, PSYCHIATRIC MEDICATION MANAGEMENT, AND CLINICAL CASE MANAGEMENT TO DEVELOP PERSONALIZED TREATMENT PLANS TO SET GOALS, LEARN AND PRACTICE COPING SKILLS, DECREASE SYMPTOMS AND IMPROVE QUALITY OF LIFE. 4308475 2269510 FAMILY AND CHILDREN'S SERVICES SOUTHLIGHT HEALTHCARE OFFERS MULTIPLE FAMILY AND CHILDREN'S SERVICES INCLUDING: CRIMINAL JUSTICE SERVICES SOUTHLIGHT MANAGES ONE TO THE LARGEST PRE-TRIAL DIVERSION PROGRAMS IN THE STATE, OFFERING A FIRST TIME OFFENDER DRUG AND ALCOHOL DIVERSION PROGRAM AND A FELONY DRUG DIVERSION PROGRAM. IN PARTNERSHIP WITH THE WAKE COUNTY DISTRICT ATTORNEY'S OFFICE, BOTH PROGRAMS INCLUDE A COMPREHENSIVE SUBSTANCE USE ASSESSMENT AND EDUCATIONAL COURSES WHICH LEAD TO DISMISSAL OF CHARGES AS OPPOSED TO TRADITIONAL PROSECUTION. SOUTHLIGHT SERVES OVER 1,000 PEOPLE EACH YEAR IN THESE PROGRAMS AND HAS A 93% SUCCESSFUL COMPLETION RATE. RESIDENTIAL SERVICES SOUTHLIGHT HEALTHCARE'S RESIDENTIAL SERVICES ARE COMPOSED OF TWO DIFFERENT PROGRAMS, WOMEN AND CHILDREN'S PROGRAM. SOULIGHT HEALTHCARE'S WOMEN AND CHILDREN'S RESIDENTIAL PROGRAM IS A PART OF NORTH CAROLINA'S PERINATAL AND MATERNAL SUBSTANCE ABUSE INITIATIVE AND CASAWORKS FOR FAMILIES RESIDENTIAL SERVICES. THE RESIDENTIAL TREATMENT PROGRAM COMPRISES APARTMENT LIVING, SUBSTANCE ABUSE TREATMENT AND REHABILITATIVE SERVICES. THESE SERVICES INCLUDE ENHANCING PERSONAL RESPONSIBILITY, PROMOTING SUCCESSFUL REINTEGRATION INTO COMMUNITY LIVING AND DEVELOPING A SOCIAL NETWORK OF RECOVERY. THE EMPHASIS IS ON THE ELIMINATION OF SUBSTANCE USE AND THE IMPROVEMENT OF FAMILY FUNCTIONING. 4308475 2269510 14495988 true true false true false false false false false true true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 52 0 true 230 true false false false false false false false false false false false false X 14 14 false false false false false false false true true false false false true true true true true true false true false X JONATHAN RINALDI 9197876131 3125 POPLARWOOD CT 203 RALEIGH NC 27604 LETITIA HAZEL CMO 40.00 X 231718 0 7066 ADAM HARTZELL CEO 40.00 X 208227 0 25508 BENJAMIN POWELL SR CLINICAL 40.00 X 160220 0 18271 MELONY MALLOY AP PROVIDER 40.00 X 143948 0 17511 ADRIENNE EMERY-RAMIREZ ADVANCED PRO 40.00 X 128678 0 26156 KENNETH MAURER ADVANCED PRO 40.00 X 132621 0 21897 CHINYERE BASSEY CHIMA ADVANCED PRO 40.00 X 142500 0 11895 JONATHAN RINALDI CFO 40.00 X 115103 0 29414 ERIKA CAREY COO 40.00 X 125780 0 5131 KATHRYN SCHLEY CSO 40.00 X 97017 0 17466 DENISE KALINA CHRO 40.00 X 94934 0 14289 DR SAADIA SHEIKH PSYCHIATRIST 40.00 X 109104 0 0 NICHOLAS SENUTA COEO 40.00 X 95231 0 7066 MARY-SARA CAMERINO BOARD CHAIR 0.50 X 0 0 0 JOHN CRUMPLER VICE CHAIR/D 0.50 X 0 0 0 KIMBERLY LABOW GOVERNANCE C 0.50 X 0 0 0 AUDREY LODER BOARD TREASU 0.50 X 0 0 0 ANURADHA RAO-PATEL MD GOVERNANCE C 0.50 X 0 0 0 JOAN NELSON OPERATIONS C 0.50 X 0 0 0 LYNN OWENS DEVELOPMENT 0.50 X 0 0 0 TED PAULING BOARD SECRET 0.50 X 0 0 0 JR SHEARIN DEVELOPMENT 0.50 X 0 0 0 MARIA SPAULDING DEV COMM CHA 0.50 X 0 0 0 JOHN STUMP OPERATIONS C 0.50 X 0 0 0 BRAD WILSON OPERATIONS C 0.50 X 0 0 0 SWAIN WOOD FINANCE COMM 0.50 X 0 0 0 GEORGE YORK DEVELOPMENT 0.50 X 0 0 0 1785081 201670 13 false true false 5158111 768766 24720 5926877 CLIENT FEES 10606489 10606489 CONTRACTS 2678654 2678654 GOVERNMENT FEES 256038 256038 13541181 18898 18898 COLLABORATIVE HEALTH NETWORK -33223 -33223 -33223 19453733 13507958 18898 1797004 1577274 196083 23647 8357362 7340460 906927 109975 136415 118929 15691 1795 1308851 1141081 150547 17223 773178 682687 81217 9274 35665 18298 17344 23 81504 41816 39635 53 1000 1000 695766 356475 338836 455 114112 80737 32885 490 655951 625257 29272 1422 217653 205390 12263 19329 13428 5901 40565 40565 105133 51454 53679 69374 43180 25763 431 MEDICAL SUPPLIES 593059 591567 1492 COMPUTER EXPENSE 504552 357519 144298 2735 CREDIT LOSS EXPENSE 447849 412022 35827 CLIENT INCENTIVES 246736 234592 12144 748068 602822 142154 3092 16949126 14495988 2282523 170615 808327 1273434 566636 705726 1089102 1441244 15477 12299 175721 148374 5858599 1985445 1674153 3873154 252197 237734 824357 974889 5405970 8666854 794679 1413753 467907 454438 832802 979714 2095388 2847905 X 2995095 5784702 315487 34247 3310582 5818949 5405970 8666854 2504607 3760 X false true X true false X 877027 2387833 1314477 3503312 5926877 14009526 877027 2387833 1314477 3503312 5926877 14009526 14009526 3275 406 260 500 18898 23339 14032865 51903539 0.99830 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1000 1000 false SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION PAID A 1,000 MEMBERSHIP FEE TO NORTH CAROLINA ASSOCIATION FOR THE TREATMENT OF OPIOID DEPENDENCE FOR A LOBBYIST FEE. NCATOD SERVES AS A RESOURCE AND PARTICIPANT IN THE DEVELOPMENT OF LEGISLATION AND POLICY THAT ADVOCATES FOR THOSE WITH THE DISEASE OF ADDICTION. MEMBERS SERVE AS ADVOCATES ON LOCAL, STATE, AND NATIONAL LEVELS. 15487 15000 3760 34247 13851 1636 15487 16461 -2610 13851 12175 4286 16461 11881 294 12175 1.00000 true false 319000 319000 2085407 1027980 1057427 112651 98456 14195 449126 357010 92116 2892415 501999 2390416 3873154 RIGHT OF USE ASSETS 949754 SECURITY DEPOSITS 25135 974889 LEASE LIABILITIES 979714 979714 X 19457493 3760 3760 19453733 19453733 16949126 16949126 16949126 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, THE ORGANIZATIONS POLICY IS TO RECORD A LIABILITY 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 DOES NOT BELIEVE ANY SIGNIFICANT INCOME TAX UNCERTAINTIES EXIST AS OF JUNE 30, 2024 OR 2023. X false false false false false false false false false LETITIA HAZEL CMO 231718 7066 238784 ADAM HARTZELL CEO 208227 8132 17376 233735 BENJAMIN POWELL SR CLINICAL DIR. OTP 160220 6520 11751 178491 MELONY MALLOY AP PROVIDER LEAD 143948 5760 11751 161459 ADRIENNE EMERY-RAMIREZ ADVANCED PROVIDER 128678 5480 20676 154834 KENNETH MAURER ADVANCED PROVIDER 132621 8927 12970 154518 CHINYERE BASSEY CHIMA ADVANCED PROVIDER 142500 2369 9526 154395 FORM 990, PAGE 2, PART III, LINE 4B ADULT COMMUNITY SERVICES ADULT COMMUNITY BASED SERVICES AT SOUTHLIGHT ARE MENTAL HEALTH AND SUBSTANCE USE SERVICES THAT MEET PEOPLE WHERE THEY ARE, BOTH IN THEIR ENVIRONMENT AND IN THEIR VARYING NEED FOR INTENSITY OF TREATMENT. THERE ARE MULTIPLE LEVELS OF CARE AVAILABLE WHICH ARE DICTATED BY THE FREQUENCY OF INTERVENTIONS REQUIRED AND THE TYPE OF SUPPORT NEEDED. FOR INDIVIDUALS WHO CAN RECEIVE CLINICAL SERVICES IN AN OFFICE SETTING BUT NEED MORE SUPPORT ON FOLLOW THROUGH IN MOVING TOWARDS THEIR TREATMENT GOALS, THEY MAY BE MATCHED WITH A CERTIFIED PEER SUPPORT SPECIALIST IN THE PEER SUPPORT PROGRAM WHO WORKS IN TANDEM WITH THE OFFICE-BASED PROVIDERS. FOR INDIVIDUALS WHO ARE UNABLE TO ENGAGE WITH OFFICE-BASED CLINICAL SERVICES, THE COMMUNITY SUPPORT TEAM AND ASSERTIVE COMMUNITY TREATMENT TEAM PROVIDE CLINICAL WRAPAROUND SERVICES WITHIN THE PERSON'S HOME, COMMUNITY OR OTHER ENVIRONMENTS OUTSIDE OF SOUTHLIGHT'S OFFICE AND SUPPORT PEOPLE WHO ARE EXPERIENCING MORE INTENSE AND SERIOUS PSYCHIATRIC AND SUBSTANCE USE CHALLENGES, PREVENTING THEM FROM SUCCESSFULLY ENGAGING IN TRADITIONAL OFFICE-BASED SERVICES. THERE ARE ALSO SPECIALTY TEAMS WITHIN THE COMMUNITY BASED PROGRAMS THAT FOCUS ON A VARIETY OF NEEDS INCLUDING THOSE WHO MAY HAVE BEEN RECENTLY INCARCERATED, INDIVIDUALS WHO MAY BENEFIT FROM SUPPORT AROUND FINDING AND KEEPING EMPLOYMENT, AND ALSO THOSE WHO NEED SUPPORT LIVING INDEPENDENTLY WITHIN THE COMMUNITY BUT NEED ASSISTANCE WITH SKILL BUILDING AROUND TENANTS' RIGHTS, HOW TO MAINTAIN A HOUSEHOLD THROUGH BUDGETING, MAINTAINING THEIR ENVIRONMENT AND OTHER INDEPENDENT ACTIVITIES OF DAILY LIVING WHILE STILL ADDRESSING NEEDS FOR THEIR MENTAL HEALTH AND/OR SUBSTANCE USE CHALLENGES. FORM 990, PAGE 2, PART III, LINE 4D FAMILY AND CHILDREN'S SERVICES SOUTHLIGHT HEALTHCARE OFFERS MULTIPLE FAMILY AND CHILDREN'S SERVICES INCLUDING: CRIMINAL JUSTICE SERVICES SOUTHLIGHT MANAGES ONE TO THE LARGEST PRE-TRIAL DIVERSION PROGRAMS IN THE STATE, OFFERING A FIRST TIME OFFENDER DRUG AND ALCOHOL DIVERSION PROGRAM AND A FELONY DRUG DIVERSION PROGRAM. IN PARTNERSHIP WITH THE WAKE COUNTY DISTRICT ATTORNEY'S OFFICE, BOTH PROGRAMS INCLUDE A COMPREHENSIVE SUBSTANCE USE ASSESSMENT AND EDUCATIONAL COURSES WHICH LEAD TO DISMISSAL OF CHARGES AS OPPOSED TO TRADITIONAL PROSECUTION. SOUTHLIGHT SERVES OVER 1,000 PEOPLE EACH YEAR IN THESE PROGRAMS AND HAS A 93% SUCCESSFUL COMPLETION RATE. RESIDENTIAL SERVICES SOUTHLIGHT HEALTHCARE'S RESIDENTIAL SERVICES ARE COMPOSED OF TWO DIFFERENT PROGRAMS, WOMEN AND CHILDREN'S PROGRAM. SOULIGHT HEALTHCARE'S WOMEN AND CHILDREN'S RESIDENTIAL PROGRAM IS A PART OF NORTH CAROLINA'S PERINATAL AND MATERNAL SUBSTANCE ABUSE INITIATIVE AND CASAWORKS FOR FAMILIES RESIDENTIAL SERVICES. THE RESIDENTIAL TREATMENT PROGRAM COMPRISES APARTMENT LIVING, SUBSTANCE ABUSE TREATMENT AND REHABILITATIVE SERVICES. THESE SERVICES INCLUDE ENHANCING PERSONAL RESPONSIBILITY, PROMOTING SUCCESSFUL REINTEGRATION INTO COMMUNITY LIVING AND DEVELOPING A SOCIAL NETWORK OF RECOVERY. THE EMPHASIS IS ON THE ELIMINATION OF SUBSTANCE USE AND THE IMPROVEMENT OF FAMILY FUNCTIONING. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 WAS PROVIDED TO THE TREASURER AND EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE STAFF, DIRECTOR OR BOARD MEMBERS MUST DISCLOSE IN WRITING TO THE FULL BOARD ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD WILL THEN DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND IF SO THE BOARD SHALL VOTE TO AUTHORIZE, RATIFY OR REJECT THE TRANSACTION AND/OR CONDITION THE STAFF, DIRECTOR OR OFFICER WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE IN WHICH THE SUBJECT OF DISCUSSION IS A CONTRACT, TRANSACTION OR SITUATION IN WHICH THERE MAY BE A CONFLICT OF INTEREST. A COPY OF THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL DIRECTORS, OFFICERS AND STAFF MEMBERS UPON COMMENCEMENT OF SUCH PERSON'S RELATIONSHIP WITH THE CORPORATION. EACH BOARD MEMBER AND OFFICER MUST SIGN AND DATE THE POLICY AT THE BEGINNING OF HIS OR HER TERM OF SERVICE OR EMPLOYMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. THE TREASURER RECOMMENDS THE COMPENSATION BASED ON THE MARKET AND ABILITY OF THE ORGANIZATION TO PAY SAID SALARY. THE DECISION IS MADE IN EXECUTIVE SESSION OF THE BOARD AND DOCUMENTATION IS KEPT AT THE BOARD LEVEL. THIS IS FOR THE CEO SALARY ONLY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. COLLABORATIVE HEALTH NETWORK LLC 8601 SIX FORKS ROAD SUITE 205 RALEIGH NC 27615 851972863 SOFTWARE NC N/A RELATED -33223 false true 0.07690 false false false false false false false false false false false false false false false false false false false