Form 990 for tax year 2024
Filed by CHARLOTTE BEHAVIORAL HEALTH CARE INC.
Totals
- Total revenue
- $24,112,345
- Total expenses
- $22,465,559
- Contributions and grants received
- $15,643,092
- Grants paid
- $0
- Program service revenue
- $5,917,250
- Investment income
- $634,728
- Other revenue
- $1,917,275
- Total assets, end of year
- $22,541,711
- Total liabilities, end of year
- $2,619,940
- Net assets or fund balances, end of year
- $19,921,771
- Program services expenses (Part IX)
- $20,694,813
- Management and general expenses
- $1,770,746
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,694,813
Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$15,539,327
-
1f · All other contributions, gifts and grants
$103,765
-
1g · Noncash contributions included above
$43,299
-
2a · Program service revenue: FEES FOR SERVICE
total $4,195,627 · related or exempt $4,195,627
-
2b · Program service revenue: OTHER CONTRACTS
total $1,721,623 · related or exempt $1,721,623
-
3 · Investment income
total $634,728 · excluded $634,728
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISC OTHER REVENUE
total $1,917,275 · related or exempt $1,917,275
-
11e · Other revenue, total
$1,917,275
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $14,073,178 · program services $12,907,505 · management and general $1,165,673
-
8 · Pension plan contributions
total $691,129 · program services $633,904 · management and general $57,225
-
9 · Other employee benefits
total $1,190,590 · program services $1,092,009 · management and general $98,581
-
10 · Payroll taxes
total $1,025,473 · program services $940,564 · management and general $84,909
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: OPERATING SUPPLIES & EXPENSES
total $1,997,547 · program services $1,877,974 · management and general $119,573
-
24b · Other expenses: INSURANCE
total $655,472 · program services $627,325 · management and general $28,147
-
24c · Other expenses: BUILDING OCCUPANCY
total $548,301 · program services $514,414 · management and general $33,887
-
24d · Other expenses: SUBCONTRACTED SERVICES
total $516,570 · program services $516,570
-
24e · All other expenses
total $1,767,299 · program services $1,584,548 · management and general $182,751
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $6,151,693 · end of year $11,254,972
-
3 · Pledges and grants receivable
beginning of year $1,925,668 · end of year $0
-
4 · Accounts receivable
beginning of year $352,117 · end of year $2,273,851
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,029,396 · end of year $1,160,125
-
10a · Land, buildings and equipment: cost or other basis
$12,728,621
-
10b · Land, buildings and equipment: accumulated depreciation
$7,981,215
-
10c · Land, buildings and equipment, net
beginning of year $4,314,561 · end of year $4,747,406
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $6,729,615 · end of year $3,105,357
-
17 · Accounts payable and accrued expenses
beginning of year $2,228,065 · end of year $2,086,347
-
19 · Deferred revenue
end of year $533,593
-
27 · Net assets without donor restrictions
beginning of year $18,274,985 · end of year $19,921,771
Mission and programs · 2024
Mission
PARTNERING TO INSTILL HOPE, INSPIRE GROWTH AND EMBRACE LIFE.
-
CHARLOTTE BEHAVIORAL HEALTH CARE (THE ORGANIZATION") IS A LOCAL, PRIVATE 501(C)(3) NON PROFIT AGENCY PROVIDING BEHAVIORAL HEALTH, RECOVERY SUPPORT, CRISIS AND ADDICTION SERVICES. THE ORGANIZATION HAS BEEN DELIVERING THESE SERVICES FOR ADULTS, ADOLESCENTS AND CHILDREN IN CHARLOTTE COUNTY SINCE 1969. 12,378 PATIENTS UTILIZED THE SERVICES AND PROGRAMS OFFERED BY THE ORGANIZATION DURING THE FISCAL YEAR. THE ORGANIZATION OFFERS INDIVIDUALIZED COMPASSIONATE CARE AND WELCOMES PERSONS WITH BEHAVIORAL HEALTH ISSUES, ADDICTIONS AND CO-OCCURING DISORDERS TO A PERSONAL PATH OF RECOVERY THROUGH PROVEN TREATMENT MODELS. FEES FOR SERVICES ARE BASED ON A SLIDING SCALE WITH INCOME VERIFICATION REQUIRED. THE ORGANIZATION'S SERVICES ARE AVAILABLE TO PEOPLE REGARDLESS OF RACE, SEX, RELIGOUS BELIEF OR ABILITY TO PAY WHENEVER POSSIBLE AND APPROPRIATE.
Expenses $20,694,813
As filed on the 2024 return.
Listed in Part VII
-
Mario C Oliva MDMARIO C OLIVA MD
PSYCHIATRIST
- Total calculated
- $344,977
- From this org
- $344,977
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $344,977
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $344,977
-
Katina Matthews-Ferrari MDKATINA MATTHEWS-FERRARI MD
MEDICAL DIRECTOR
- Total calculated
- $320,517
- From this org
- $320,517
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $320,517
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $320,517
-
Victoria ScanlonVICTORIA SCANLON
CEO
- Total calculated
- $213,746
- From this org
- $213,746
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $213,746
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $213,746
-
Federic Monosiet MDFEDERIC MONOSIET MD
PSYCHIATRIST
- Total calculated
- $162,057
- From this org
- $162,057
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $162,057
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $162,057
-
Shawn ArkonSHAWN ARKON
PMHNP
- Total calculated
- $147,794
- From this org
- $147,794
- From related orgs
- $0
- Other
- $0
- Hours/week
- 45
-
Justin BrandJUSTIN BRAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Dr Michael DesjardinsDR MICHAEL DESJARDINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Jillmarie GendreauJILLMARIE GENDREAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
John HeckJOHN HECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
William JamesWILLIAM JAMES
TREASURER
- Total calculated
- $0
- Hours/week
- 0
-
Danny NixDANNY NIX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Penny PringlePENNY PRINGLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Larry StewartLARRY STEWART
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Debi TrenholmDEBI TRENHOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Amber WeaverAMBER WEAVER
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0
-
Gwen ZanakosGWEN ZANAKOS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0
-
Donna WorthleyDONNA WORTHLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610139349300446
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