Form 990 for tax year 2023
Filed by MERIDIAN BEHAVIORAL HEALTH SERVICES INC.
Totals
- Total revenue
- $7,972,882
- Total expenses
- $8,992,328
- Contributions and grants received
- $1,339,998
- Grants paid
- $0
- Program service revenue
- $6,336,721
- Investment income
- $296,163
- Other revenue
- $0
- Total assets, end of year
- $4,765,589
- Total liabilities, end of year
- $551,776
- Net assets or fund balances, end of year
- $4,213,813
- Program services expenses (Part IX)
- $6,616,661
- Management and general expenses
- $2,375,667
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,616,661
Program services were 73.6% 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)
$909,904
-
1f · All other contributions, gifts and grants
$430,094
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $6,336,721 · unrelated business $0 · excluded $0
-
3 · Investment income
total $295,163 · unrelated business $0 · excluded $295,163
-
7a · Gross sales of assets other than inventory
other assets $1,000
-
7c · Gain or loss
other assets $1,000
-
7d · Net gain or loss
total $1,000 · related or exempt $0 · unrelated business $0 · excluded $1,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $942,156 · program services $729,828 · management and general $212,328 · fundraising $0
-
7 · Other salaries and wages
total $4,541,532 · program services $3,707,565 · management and general $833,967 · fundraising $0
-
8 · Pension plan contributions
total $6,788 · program services $3,978 · management and general $2,810 · fundraising $0
-
9 · Other employee benefits
total $754,287 · program services $442,035 · management and general $312,252 · fundraising $0
-
10 · Payroll taxes
total $419,502 · program services $245,841 · management and general $173,661 · fundraising $0
-
11b · Fees: legal
total $400 · program services $0 · management and general $400 · fundraising $0
-
11c · Fees: accounting
total $25,433 · program services $0 · management and general $25,433 · fundraising $0
-
11g · Fees: other
total $378,046 · program services $344,537 · management and general $33,509 · fundraising $0
-
12 · Advertising and promotion
total $1,571 · program services $1,571 · management and general $0 · fundraising $0
-
13 · Office expenses
total $737,929 · program services $265,952 · management and general $471,977 · fundraising $0
-
14 · Information technology
total $540,285 · program services $375,971 · management and general $164,314 · fundraising $0
-
16 · Occupancy
total $281,370 · program services $177,460 · management and general $103,910 · fundraising $0
-
17 · Travel
total $158,181 · program services $144,173 · management and general $14,008 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $53,851 · program services $49,820 · management and general $4,031 · fundraising $0
-
23 · Insurance
total $97,774 · program services $74,707 · management and general $23,067 · fundraising $0
-
24a · Other expenses: MEDICAL SUPPLIES
total $53,223 · program services $53,223 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,483,101 · end of year $531,106
-
2 · Savings and temporary cash investments
beginning of year $1,771,794 · end of year $2,243,718
-
3 · Pledges and grants receivable
beginning of year $276,264 · end of year $122,911
-
4 · Accounts receivable
beginning of year $719,570 · end of year $753,108
-
9 · Prepaid expenses and deferred charges
beginning of year $70,603 · end of year $56,389
-
10a · Land, buildings and equipment: cost or other basis
$739,087
-
10b · Land, buildings and equipment: accumulated depreciation
$615,944
-
10c · Land, buildings and equipment, net
beginning of year $160,692 · end of year $123,143
-
11 · Investments: publicly traded securities
beginning of year $1,564,287 · end of year $850,758
-
15 · Other assets
beginning of year $304,235 · end of year $84,456
-
17 · Accounts payable and accrued expenses
beginning of year $822,091 · end of year $467,320
-
23 · Secured mortgages and notes payable
beginning of year $96,875
-
25 · Other liabilities
beginning of year $304,235 · end of year $84,456
-
27 · Net assets without donor restrictions
beginning of year $4,989,844 · end of year $3,988,691
-
28 · Net assets with donor restrictions
beginning of year $137,501 · end of year $225,122
Mission and programs · 2023
Mission
PROVISION OF RECOVERY SERVICES, CHILD AND FAMILY SERVICES, AND SUBSTANCE ABUSE SERVICES.
-
MERIDIAN CONTINUES TO BE ONE OF THE LEADING PROPONENTS OF THE RECOVERY INITIATIVE FOR ADULTS. IT OPERATES WALK-IN FACILITIES IN MACON, JACKSON, HAYWOOD, AND TRANSYLVANIA COUNTIES. MERIDIAN CONTINUES TO ALSO BE RECOGNIZED FOR THE WORK IT DOES WITH THE ASSERTIVE COMMUNITY TREATMENT TEAM SERVICES FOR ADULTS AND ITS DOMESTIC VIOLENCE INTERVENTION PROGRAM. ADDITIONALLY, MERIDIAN CONTINUES TO ASSIST EMPLOYEES IN BECOMING DUALLY-CREDENTIALED IN SUBSTANCE ABUSE AND MENTAL HEALTH AND THROUGH THE PROVISION OF SUPPORTED EMPLOYMENT PROGRAMS, WHICH ASSISTS INDIVIDUALS IN ACQUIRING AND MAINTAINING COMPETITIVE PAID EMPLOYMENT. MERIDIAN ALSO SUPPORTS CHILDREN AND FAMILIES THROUGH INDIVIDUAL COUNSELING IN OFFICES AND SCHOOLS, INTENSIVE IN-HOME SERVICES, AND MEDICATION MANAGEMENT.
Expenses $6,616,661 · Revenue $6,336,721
As filed on the 2023 return.
Listed in Part VII
-
Jay SpiroJAY SPIRO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lorna BarnettLORNA BARNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert CochranROBERT COCHRAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carrie McBaneCARRIE MCBANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jean Marie DillonJEAN MARIE DILLON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen Penny Gash-PearsonKAREN PENNY GASH-PEARSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl HarbinCHERYL HARBIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Renee KumorRENEE KUMOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joshua KennedyJOSHUA KENNEDY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Juan RamirezJUAN RAMIREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda WeldonLINDA WELDON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Donald BucknerDONALD BUCKNER
CHIEF BEHAVIORAL HEALTH OFFICER
- Total calculated
- $340,058
- From this org
- $0
- From related orgs
- $296,964
- Other
- $43,094
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $296,964
- Bonus
- $0
- Other
- $0
- Deferred
- $6,258
- Nontaxable benefits
- $36,836
- Filer's total
- $340,058
-
Richard HudspethRICHARD HUDSPETH
CHIEF EXECUTIVE OFFICER
- Total calculated
- $268,574
- From this org
- $0
- From related orgs
- $253,613
- Other
- $14,961
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,613
- Bonus
- $0
- Other
- $0
- Deferred
- $3,935
- Nontaxable benefits
- $11,026
- Filer's total
- $268,574
-
Brian MortonBRIAN MORTON
CHIEF FINANCIAL OFFICER
- Total calculated
- $207,593
- From this org
- $0
- From related orgs
- $171,220
- Other
- $36,373
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,220
- Bonus
- $0
- Other
- $0
- Deferred
- $3,686
- Nontaxable benefits
- $32,687
- Filer's total
- $207,593
-
Tammy GreenwellTAMMY GREENWELL
CHIEF OPERATIONAL OFFICER
- Total calculated
- $214,630
- From this org
- $0
- From related orgs
- $170,695
- Other
- $43,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,695
- Bonus
- $0
- Other
- $0
- Deferred
- $3,686
- Nontaxable benefits
- $40,249
- Filer's total
- $214,630
-
Tiffany SimpsonTIFFANY SIMPSON
NURSE PRACTITIONER
- Total calculated
- $140,858
- From this org
- $0
- From related orgs
- $127,094
- Other
- $13,764
- Hours/week
- 40
-
Anthony BurnettANTHONY BURNETT
PSYCHIATRIST
- Total calculated
- $121,819
- From this org
- $0
- From related orgs
- $119,430
- Other
- $2,389
- Hours/week
- 40
-
Glenn WarpulaGLENN WARPULA
NURSE PRACTITIONER
- Total calculated
- $145,585
- From this org
- $0
- From related orgs
- $134,480
- Other
- $11,105
- Hours/week
- 40
-
Lisa StarnesLISA STARNES
ASSOCIATE CHIEF FINANCIAL OFFICER
- Total calculated
- $171,594
- From this org
- $0
- From related orgs
- $138,743
- Other
- $32,851
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,743
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $32,851
- Filer's total
- $171,594
-
Lori GreenLORI GREEN
NURSE PRACTITIONER
- Total calculated
- $150,345
- From this org
- $0
- From related orgs
- $136,433
- Other
- $13,912
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,433
- Bonus
- $0
- Other
- $0
- Deferred
- $2,755
- Nontaxable benefits
- $11,157
- Filer's total
- $150,345
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 · Compensation survey or study
- 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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
BLUE RIDGE COMMUNITY HEALTH SERVICES INC
501 (C)(3) · NC
Directly controlled by YES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432499349300138
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