Civic Intelligence

Southlight Healthcare Inc

EIN 56-0988422 • 501(c)3 • Raleigh, NC

Profile

Southlight healthcare provides access to high-quality mental health and substance use treatment, fostering a resilient community by supporting individuals in their recovery.

3125 Poplarwood CT 203Raleigh, NC 27604

www.southlight.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.39x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.14x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

39th percentile

0.9%

Higher net margin than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

29%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$11,416,680

Up $2,749,826 (+32%) from 2024

Liabilities

Down

$2,271,099

Down $576,806 (-20%) from 2024

Net Assets

Up

$9,145,581

Up $3,326,632 (+57%) from 2024

Revenue

Up

$25,119,337

Up $5,665,604 (+29%) from 2024

Expenses

Up

$21,781,719

Up $4,832,593 (+29%) from 2024

Net Income

Up

$3,337,618

Up $833,011 (+33%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,062,704Liabilities 2011: $733,095Net Assets 2011: $3,329,6092011Assets 2012: $4,044,048Liabilities 2012: $466,549Net Assets 2012: $3,577,4992012Assets 2013: $3,763,227Liabilities 2013: $639,931Net Assets 2013: $3,123,2962013Assets 2014: $3,320,024Liabilities 2014: $615,272Net Assets 2014: $2,704,7522014Assets 2015: $3,519,161Liabilities 2015: $371,191Net Assets 2015: $3,147,9702015Assets 2016: $4,870,281Liabilities 2016: $604,846Net Assets 2016: $4,265,4352016Assets 2017: $5,247,934Liabilities 2017: $503,921Net Assets 2017: $4,744,0132017Assets 2018: $5,157,501Liabilities 2018: $466,399Net Assets 2018: $4,691,1022018Assets 2019: $4,919,690Liabilities 2019: $531,303Net Assets 2019: $4,388,3872019Assets 2020: $4,567,962Liabilities 2020: $1,864,765Net Assets 2020: $2,703,1972020Assets 2021: $4,231,504Liabilities 2021: $858,100Net Assets 2021: $3,373,4042021Assets 2022: $4,243,339Liabilities 2022: $1,070,866Net Assets 2022: $3,172,4732022Assets 2023: $5,405,970Liabilities 2023: $2,095,388Net Assets 2023: $3,310,5822023Assets 2024: $8,666,854Liabilities 2024: $2,847,905Net Assets 2024: $5,818,9492024Assets 2025: $11,416,680Liabilities 2025: $2,271,099Net Assets 2025: $9,145,5812025

Highlighted filing

2025

Assets$11,416,680
Liabilities$2,271,099
Net Assets$9,145,581

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $6,860,922Expenses 2011: $6,630,431Net Income 2011: $230,4912011Revenue 2012: $7,151,088Expenses 2012: $6,903,109Net Income 2012: $247,9792012Expenses 2013: $7,046,9252013Revenue 2014: $6,981,288Expenses 2014: $7,412,528Net Income 2014: -$431,2402014Revenue 2015: $7,609,706Expenses 2015: $7,166,488Net Income 2015: $443,2182015Revenue 2016: $9,405,311Expenses 2016: $8,287,846Net Income 2016: $1,117,4652016Revenue 2017: $10,177,839Expenses 2017: $9,699,261Net Income 2017: $478,5782017Revenue 2018: $9,131,093Expenses 2018: $9,184,004Net Income 2018: -$52,9112018Revenue 2019: $9,279,708Expenses 2019: $9,582,423Net Income 2019: -$302,7152019Revenue 2020: $10,128,981Expenses 2020: $11,814,171Net Income 2020: -$1,685,1902020Revenue 2021: $11,594,668Expenses 2021: $10,928,747Net Income 2021: $665,9212021Revenue 2022: $11,475,535Expenses 2022: $11,673,856Net Income 2022: -$198,3212022Revenue 2023: $14,787,473Expenses 2023: $14,651,000Net Income 2023: $136,4732023Revenue 2024: $19,453,733Expenses 2024: $16,949,126Net Income 2024: $2,504,6072024Revenue 2025: $25,119,337Expenses 2025: $21,781,719Net Income 2025: $3,337,6182025

Highlighted filing

2025

Revenue$25,119,337
Expenses$21,781,719
Net Income$3,337,618

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.4$2.27$9.15$25.1$21.8$3.34
2024Detailed filing. Detailed filing data is available for this year.$8.67$2.85$5.82$19.5$16.9$2.50
2023Detailed filing. Detailed filing data is available for this year.$5.41$2.10$3.31$14.8$14.7$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.24$1.07$3.17$11.5$11.7$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.23$0.86$3.37$11.6$10.9$0.67
2020Detailed filing. Detailed filing data is available for this year.$4.57$1.86$2.70$10.1$11.8$1.69
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.53$4.39$9.28$9.58$0.30
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.47$4.69$9.13$9.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.25$0.50$4.74$10.2$9.70$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.87$0.60$4.27$9.41$8.29$1.12
2015Summary only. Only limited summary data is available for this year.$3.52$0.37$3.15$7.61$7.17$0.44
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.62$2.70$6.98$7.41$0.43
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.64$3.12$7.05
2012Summary only. Only limited summary data is available for this year.$4.04$0.47$3.58$7.15$6.90$0.25
2011Summary only. Only limited summary data is available for this year.$4.06$0.73$3.33$6.86$6.63$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 10, 2026
Return Version
2024v5.0
Gross Receipts
$25,874,163
Mission and Program Overview

Mission

Southlight healthcare provides access to high-quality mental health and substance use treatment, fostering a resilient community by supporting individuals in their recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,873,154$5,108,100▲ $1,234,946
Investments in Publicly Traded Securities$237,734$1,909,448▲ $1,671,714
Accounts Receivable$1,441,244$1,673,046▲ $231,802
Pledges and Grants Receivable$705,726$934,138▲ $228,412
Cash and Non-Interest-Bearing Accounts$1,273,434$781,457▼ $491,977
Prepaid Expenses and Deferred Charges$148,374$180,358▲ $31,984
Inventories for Sale or Use$12,299$19,031▲ $6,732
Total Assets$8,666,854$11,416,680▲ $2,749,826
Other Assets Total$974,889$811,102▼ $163,787
Liabilities
Accounts Payable and Accrued Expenses$1,413,753$1,332,940▼ $80,813
Other Liabilities$979,714$804,607▼ $175,107
Mortgage Notes Payable Secured by Investment Property$454,438$133,552▼ $320,886
Total Liabilities$2,847,905$2,271,099▼ $576,806
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,784,702$9,067,711▲ $3,283,009
Net Assets With Donor Restrictions$34,247$77,870▲ $43,623
Total Net Assets Fund Balance$5,818,949$9,145,581▲ $3,326,632
Total Liabilities and Net Assets / Fund Balance$8,666,854$11,416,680▲ $2,749,826

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,300,620$540,359$4,840,979
Other Land Buildings$307,236$108,300$415,536
Land$319,000-$319,000
Equipment$164,123$130,195$294,318
Leasehold Improvements$17,121$28,279$45,400
Other Assets Org$25,135--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$34,427-▲ $3,993-$38,240
2023$15,487$15,000▲ $3,760-$34,247
2022$13,851-▲ $1,636-$15,487
2021$16,461-▼ $2,610-$13,851
2020$12,175-▲ $4,286-$16,461
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Letitia HazelCMOFT$238,121$23,084$247,367
Adam HartzellCEOFT$208,749$36,131$241,968
Benjamin PowellSr ClinicalFT$164,377$28,869$193,246
Benjamin PowellSr Clinical Director Otp-$164,377$27,069$193,246
Melony MalloyAp ProviderFT$147,653$26,596$174,249
Melony MalloyAp Provider Lead-$147,653$25,946$174,249
Kenneth MaurerAdvanced ProFT$141,002$26,683$167,685
Kenneth MaurerAdvanced Provider-$141,002$17,875$167,685
Jonathan RinaldiCFOFT$129,598$32,324$161,574
Chinyere Bassey ChimaAdvanced ProFT$146,000$15,086$161,086
Chinyere Bassey ChimaAdvanced Provider-$146,000$20,442$161,086
Erika CareyCOOFT$144,767$11,196$155,963
Kathryn SchleyCSOFT$125,359$17,298$142,657
Denise KalinaChroFT$118,962$18,753$137,715
Nicholas SenutaCoeoFT$118,461$9,246$127,707
Angela GoodAdvanced ProFT$111,605$8,815$120,420
Jennifer WhitfieldCPOFT$101,471$12,383$113,854

Board Members and Trustees

NameTitle
George YorkBoard Chair
Swain WoodBoard Secret
Audrey LoderBoard Treasu
Julian BossongBoard Vice C
David ReeseDevelopment
Jr ShearinDevelopment
Lynn OwensDevelopment
Joan NelsonGovernance C
Kimberly LabowGovernance C
Ted PaulingGovernance C
Brad WilsonOperations C
John StumpOperations C
Mary-sara CamerinoOperations C

Highest Paid Contractors

ContractorServicesLocationCompensation
Vistapharm LLCMedical Service20 WATERVIEW BLVD, SUITE 203, Parsippany, NJ 07054$192,422
Gabrielle NewsamMedical Service890 FEARRINGTON POST, Pittsboro, NC 27312$132,000
-Medical Service9935 CHERRY CREEK BOULEVARD, Raleigh, NC 27617$118,781
Revenue and Support

Revenue Composition

Contributions and Grants
$8,240,671
Program Service Revenue
$17,356,533
Investment Income
$-479,822
Other Revenue
$1,955
All Other Contributions
$1,455,845
Change in Net Assets
$3,337,618

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,116,343
Revenue Not Reported on Financial Statements
$2,994
Revenue Not Reported on Form 990
$-10,986
Total Revenue per Audited Statements
$25,105,357
Total Revenue per Form 990
$25,119,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$15,622,933
Other Expenses$6,158,786
Total Fundraising Expense$191,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,025,052$1,835,284$133,322$10,993,658
Current Officers, Directors, Trustees, and Key Employees$1,493,083$305,131$21,894$1,820,108
Other Employee Benefits$1,343,587$289,900$18,051$1,651,538
Payroll Taxes$821,531$162,340$10,898$994,769
All Other Expenses$651,707$202,603$3,038$857,348
Fees for Services Other$406,530$426,638$574$833,742
Occupancy$620,858$152,029$358$773,245
Fees for Services Accounting$227,648$238,320$320$466,288
Other Expenses$339,723$3,320-$343,043
Travel$252,921$15,345$525$268,791
Pension Plan Contributions$132,493$28,587$1,780$162,860
Office Expenses$96,160$46,271$395$142,826
Depreciation Depletion$77,711$37,459-$115,170
Insurance$55,557$30,034$581$86,172
Advertising$17,187$63,378-$80,565
Conferences and Meetings$18,374$36,431-$54,805
Fees for Services Legal$18,443$19,307$26$37,776
Interest-$30,826-$30,826
Fees for Service Investment Mgmnt Fees-$2,994-$2,994
Fees for Services Lobbying$1,000--$1,000
Total Functional Expenses$17,232,659$4,357,298$191,762$21,781,719

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$21,781,719
Expenses per Audited Statements$21,778,725
Total Expenses per Audited Statements$21,778,725
Expenses Not Reported on Financial Statements$2,994
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$804,607
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Southlight Healthcare Inc
EIN
56-0988422
Phone
9197876131
Address
3125 POPLARWOOD CT 203, RALEIGH, NC 27604

Signing Officer

Name
Audrey Loder
Title
Board Treasurer
Phone
9197876131
Signed
2026-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Hartzell
Formed
1970
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
279
Volunteers
42

Preparer

Firm
Langdon & Company Llp
Address
223 US HIGHWAY 70 EAST SUITE 100, GARNER, NC 27529-4051
Preparer
Susan Dean
Phone
9196621001
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Opioid treatment program: utilizing a combination of medicated assisted treatment (mat) and counseling, the opioid treatment program at southlight is one of the largest in the state. The dedicated team of medical and counseling professionals offer effective management of the symptoms of opioid dependence and withdrawal, creating opportunities for people to make constructive life changes. Participants may receive methadone or suboxone in a daily dosing treatment environment. This is coupled with support services like case management, peer support, assistance with social needs like housing and transportation, and education to help improve life skills. Southlight has worked hard to increase access to these life-saving services by eliminating barriers to starting care, forming partnerships with community partners and opening additional entry points.

Form 990, Page 2, Part III, Line 4B

Adult community services: southlight meets people where they are with a variety of services that are offered out in the community. These programs follow best practices and offer multiple levels of care that vary in their frequency and types of supportive services and interventions. Whether in a park, at a hospital, or in an individual's apartment, southlight teams are made up of those delivering services to the most vulnerable of our neighbors. This includes those assigned to work with certified peer support, those re-establishing their lives with the assistance of a community support team, or those requiring a more intense wrap-around approach from an assertive engagement team. In addition, in partnership with the wake county district attorney's office, southlight offers the largest pre-trail diversion program and felony diversion program in the state. This program has allowed thousands to avoid criminal convictions for low-level drug offenses while also fostering awareness and access to treatment. The organization also offers women and children's residential program that is part of the state's perinatal and maternal substance abuse initiative and casaworks for families residential services. This small but intense program offers a community of apartments where women in recovery can learn to parent while being supported in living healtheir lives.

Form 990, Page 2, Part III, Line 4D

Family and children's services southlight healthcare offers multiple family and children's services including: 1) 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. 2) residential services: soulight healthcare also offers a women and children's residential program that 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.

Financial Statement Notes

Schedule D, Page 3, Part X

The organization evaluates any uncertain tax positions. Accordingly, the organization's 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, 2025 or 2024.

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