2026-02-23T10:56:22-06:00 2025-06-30 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2024-07-01 200858549 HELPING AND LENDING OUTREACH SUPPORT HELP 8439909570 4995 LACROSS ROAD SUITE 1300 NORTH CHARLESTON SC 29406 JED DEWS EXECUTIVE DIRECTOR 8439909570 2026-02-19 1 1 JANICE A RATICA P00358837 7043338881 2026-02-19 2024 2025-03-06 01:10:19Z JED DEWS 4995 LACROSS ROAD SUITE 1300 NORTH CHARLESTON SC 29406 1624425 0 X WWW.CHARLESTONHALOS.ORG X 2000 SC TO PROMOTE SAFE AND NURTURING HOMES FOR CHILDREN IN KINSHIP CARE. 14 14 17 156 0 0 1595322 1589288 0 0 27459 29608 7344 5529 1630125 1624425 303298 410773 0 0 997557 1184458 0 0 277514 545466 790016 1846321 2385247 -216196 -760822 2127912 1329137 195132 145644 1932780 1183493 X THE MISSION OF HALOS IS TO EQUIP KINSHIP GIVERS FOR SUCCESS, PROVIDE RESOURCES THAT PROVIDE SUPPORT FOR SAFE AND THRIVING CHILDREN, AND ADVOCATE FOR A KIN-FIRST SOUTH CAROLINA 0 0 1523629 410773 KINSHIP PROGRAMS: THE HALOS KINSHIP CARE PROGRAM PROVIDES DIRECT SERVICES TO FAMILIES IN WHICH A GRANDPARENT, OTHER RELATIVE, OR SOMEONE CLOSE TO A CHILD STEPS IN TO RAISE THEM WHEN A PARENT CANNOT DO SO SAFELY. IN 2007, HALOS BEGAN THE FIRST KINSHIP CARE PROGRAM IN SOUTH CAROLINA, BASED ON EVIDENCE OF NEED AND THE LACK OF RESOURCES FOR THIS LARGE AND GROWING POPULATION OF FAMILIES. HALOS OFFERS A RANGE OF OPPORTUNITIES FOR CAREGIVERS TO GAIN SUPPORT, MEET CRITICAL NEEDS, AND CONNECT WITH THEIR PEERS AND COMMUNITY.THE MAIN COMPONENT OF THE PROGRAM IS A SERVICE REFERRED TO AS NAVIGATION, WHICH IS THE LABEL COMMONLY USED TO DEFINE PROGRAMS THAT CONNECT KINSHIP CAREGIVERS TO REFERRALS AND RESOURCES NEEDED TO PROMOTE THE SAFETY, PERMANENCY AND WELL-BEING OF CHILDREN IN THEIR CARE. OTHER SERVICES IN THIS PROGRAM INCLUDE: LONG-TERM CASE MANAGEMENT USING THE SUCCESS COACH MODEL, VIRTUAL AND IN-PERSON SUPPORT GROUPS, MENTORSHIP THAT ELEVATES THE VOICES OF CAREGIVERS WITH LIVED EXPERIENCE, CAREGIVER EDUCATION, ACCESS TO CRITICAL GOODS (SUCH AS BEDS, CRIBS, DIAPERS, CLOTHING, ETC.), AND SPECIAL DRIVE INITIATIVES (SUMMER CAMP, BACK TO SCHOOL, HOLIDAYS) THAT ADDRESS THE BARRIERS KINSHIP FAMILIES OFTEN ENCOUNTER. 321445 RESEARCH AND EVALUATION HALOS, WITH THE SUPPORT OF THE SC DEPARTMENT OF SOCIAL SERVICES AND THE DUKE ENDOWMENT, RUNS MULTIYEAR RESEARCH AND EVALUATION PROJECTS TO BUILD OUT THE EVIDENCE BASE FOR KINSHIP SERVICES. IN PARTNERSHIP WITH CHILD TRENDS, EFFORTS CURRENTLY FOCUS ON KINSHIP NAVIGATION MODELS AND THE EFFECTIVNESS OF THE SUCCESS COACH FRAMEWORK FOR KINSHIP CAREGIVERS. 1845074 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X CHRIS DANIELS 8439909570 4995 LACROSS ROAD SUITE 1300 NORTH CHARLESTON SC 29406 KATHARINE BACHMANN MEMBER 1.00 X 0 0 0 RANDALL CERCOPELY MEMBER 1.00 X 0 0 0 JOYCEE DARBY WOOD MEMBER 1.00 X 0 0 0 ERIN HALL MEMBER 1.00 X 0 0 0 ALICE KENDALL MEMBER 1.00 X 0 0 0 MARK STACY MEMBER 1.00 X 0 0 0 MARK TERRERO MEMBER 1.00 X 0 0 0 STEVE WARD MEMBER 1.00 X 0 0 0 MEREDITH WEATHERBY MEMBER 1.00 X 0 0 0 PATRICK WILSON MEMBER 1.00 X 0 0 0 ERIC STALLINGS PRESIDENT 1.00 X X 0 0 0 ERICKA PLATER VICE-PRESIDENT 1.00 X X 0 0 0 SUZANNE LYNCH TREASURER 1.00 X X 0 0 0 CAROLINE RION SECRETARY 1.00 X X 0 0 0 JED DEWS EXECUTIVE DIRECTOR 40.00 X 131482 0 8439 131482 0 8439 1 0 0 0 CHILD TRENDS INC 12300 TWINBROOK PARKWAY ROCKVILLE MD 20852 CONSULTING 189904 1 15462 7000 413027 1153799 258794 1589288 29608 29608 5529 7000 0 5529 5529 1624425 0 0 35137 410773 410773 128439 91001 18387 19051 914270 647773 130887 135610 66344 50356 2962 13026 75405 54932 8948 11525 56633 21678 32463 2492 6284 6284 53584 33781 3549 16254 94672 65126 12753 16793 154290 114074 22226 17990 29422 19573 7637 2212 3003 3003 8542 6909 842 791 21958 15394 3303 3261 KINSHIP CARE PROGRAM 286495 284956 1301 238 EXECUTIVE SEARCH 51480 5502 11160 34818 DUES AND SUBSCRIPTIONS 11715 6586 3218 1911 TRAINING AND DEVELOPMEN 7542 4788 1961 793 4396 2585 1062 749 2385247 1845074 262659 277514 384990 137486 1386950 867997 189749 238350 3753 16883 31905 49340 36839 18734 12501 2310 0 128296 37145 2127912 1329137 79959 91408 19500 115173 34736 195132 145644 X 1509494 1097100 423286 86393 1932780 1183493 2127912 1329137 X -760822 11735 -200 X X 0 1 X 1 0 X 1774712 2788259 1339466 1895322 1589288 9387047 1070 25125 32073 23350 5529 87147 1775782 2813384 1371539 1918672 1594817 9474194 42308 38260 39600 47366 43006 210540 0 42308 38260 39600 47366 43006 210540 9263654 2378 5587 17146 27459 29608 82178 2378 5587 17146 27459 29608 82178 1778160 2818971 1388685 1946131 1624425 9556372 0.96940 0.96990 0.00860 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4568 4568 1840506 1845074 242254 60564 0 0 242254 242254 363381 4568 4568 60564 60564 90846 8008 7098 910 41332 29741 11591 12501 LEASE LIABILITY 34736 34736 X 1636160 11735 11735 1624425 0 1624425 2385447 200 200 2385247 0 2385247 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). MANAGEMENT EVALUATES THE ORGANIZATION FOR ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT MAY EXIST. MANAGEMENT DOES NOT BELIEVE THAT ANY UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE ORGANIZATION'S POLICY IS TO REPORT ACCRUED INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS, WHEN APPLICABLE, AS INTEREST INCOME AND TO REPORT PENALTIES AS OTHER EXPENSE. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 200. OYSTER ROAST 12529 7000 5529 12529 7000 5529 5529 1 HOLIDAY GIFT PROGRAM 1500 140390 PURCHASE COST HOLIDAY SUPPORT BACK TO SCHOOL PROGRAM 860 42742 PURCHASE COST SUPPLIES SUMMER CAMP PROGRAM 152 41654 PURCHASE COST CAMP FEES CRITICAL GOODS - BEDS/MISC 66 42336 PURCHASE COST BEDS/CAR SEATS EMERGENCY FINANCIAL ASSIST 81 57100 EMERGENCY ASSISTANCE PART I, LINE 2: ALL REQUESTS ARE REVIEWED TO ENSURE THAT THEY REMAIN WITHIN THE DONOR'S INTENT AND SATISFY ALL REQUIREMENTS. APPLICANTS APPLY TO HALOS FOR SUPPORT AND ASSISTANCE, AND UPON REVIEW OF THEIR CRITERIA, REQUEST THE RELEASE OF FUNDING AND NON-MONETARY SUPPORT FROM THE ORGANIZATION. PART IV - ADDITIONAL INFORMATION: KINSHIP CARE THE HALOS KINSHIP CARE PROGRAM WAS THE FIRST, AND CONTINUES TO BE THE LARGEST, PROVIDER OF COMPREHENSIVE SERVICES FOCUSED ON THE UNIQUE NEEDS OF KINSHIP FAMILIES. THE MAIN COMPONENT OF THE PROGRAM IS A SERVICE REFERRED TO AS KINSHIP NAVIGATION. NAVIGATION IS THE LABEL COMMONLY USED TO DEFINE PROGRAMS THAT CONNECT KINSHIP CAREGIVERS TO REFERRALS AND RESOURCES NEEDED TO PROMOTE THE SAFETY, PERMANENCY AND WELL-BEING OF CHILDREN IN THEIR CARE. THE HALOS KINSHIP CARE NAVIGATION PROGRAM HAS HELPED THOUSANDS OF KINSHIP CAREGIVERS IN THE TRI-COUNTY REGION OF SOUTH CAROLINA SINCE IT BEGAN IN 2007. THERE ARE TWO OTHER PROGRAMS THAT HAVE BEEN CREATED TO SPECIFICALLY MEET THE UNIQUE NEEDS OF KINSHIP FAMILIES. KINDRED HEARTS, BASED IN RICHLAND COUNTY, PROVIDES SUPPORT GROUPS AND REFERRALS TO KINSHIP CAREGIVERS BASED IN SEVERAL SOUTH CAROLINA COUNTIES, WITH A FOCUS ON RURAL POPULATIONS. PENDLETON PLACE, A GREENVILLE-BASED NONPROFIT ORGANIZATION THAT PROVIDES FAMILY ASSESSMENTS, YOUTH RESOURCES AND HOUSING FOR TEEN GIRLS, NOW OFFERS KINSHIP CAREGIVER SUPPORT GROUPS AND IS IN THE BEGINNING STAGES OF OFFERING A NAVIGATION SERVICE. IN 2020, HALOS BEGAN COLLABORATING AND SUBCONTRACTING WITH BOTH ORGANIZATIONS (SUPPORTED BY DSS GRANT) BY PROVIDING FUNDING, TRAINING AND TECHNICAL ASSISTANCE IN USING OUR ESTABLISHED MODEL FOR KINSHIP NAVIGATION, AS WELL AS GUIDANCE FOR OFFERING CAREGIVER SUPPORT GROUPS. IN FY24-25, HALOS SERVED 579 FAMILIES, INCLUDING 963 CAREGIVERS AND 3,784 CHILDREN. HOLIDAY GIFT DRIVE DURING THE HOLIDAY SEASON, MANY KINSHIP CAREGIVERS CAN EXPERIENCE HEIGHTENED STRESS AS THEY STRUGGLE TO PROVIDE FOR THEIR FAMILY. THROUGH THE HALOS HOLIDAY GIVING DRIVE, HALOS PARTNERS WITH COMMUNITY ORGANIZATIONS AND INDIVIDUALS TO BRING THE JOY AND HAPPINESS OF THE HOLIDAY SEASON TO CHILDREN LIVING IN KINSHIP CARE BY PROVIDING THEM WITH HOLIDAY GIFTS. IN FY24-25, 1,500 CHILDREN RECEIVED GIFTS THROUGH THE HALOS HOLIDAY GIVING. BACK TO SCHOOL DRIVE AUGUST CAN BE AN ESPECIALLY TRYING MONTH FOR KINSHIP CAREGIVERS. AS THE SCHOOL YEAR BEGINS, THE HALOS BACK-TO-SCHOOL PROGRAM PARTNERS WITH COMMUNITY ORGANIZATIONS AND INDIVIDUALS TO COLLECT AND DONATE BACKPACKS, SCHOOL SUPPLIES, AND UNIFORMS TO ENSURE THAT EACH CHILD BEGINS THE SCHOOL YEAR READY TO LEARN. IN FY24-25 HALOS ASSISTED 860 CHILDREN AT BACK TO SCHOOL. SUMMER CAMP HALOS RAISES FUNDS TO PROVIDE SCHOLARSHIPS TO CAMP OR OTHER SUMMER ACTIVITIES THAT KEEP CHILDREN SAFE AND OFFER EXTRACURRICULAR OPPORTUNITIES WHEN ON BREAK FROM SCHOOL. FAMILIES APPLY TO RECEIVE UP TO $350 PER CHILD TO ASSIST WITH THE COST OF SUCH SUMMER ACTIVITIES. THE MAJORITY OF REQUESTS ARE FOR ALL-DAY SUMMER CAMPS THAT WILL KEEP CHILDREN SAFE AND ENGAGED WHILE THE CAREGIVER IS WORKING. OTHER ACTIVITIES THAT MAY BE ELIGIBLE INCLUDE PROGRAMS RANGING FROM ONE WEEK SPECIAL INTEREST CAMPS SUCH AS TENNIS, ART OR ROBOTICS, OR A TIME-LIMITED DAY CAMP. IN FY24-25, HALOS SENT 152 CHILDREN IN CHARLESTON, BERKELEY AND DORCHESTER COUNTIES TO CAMP AND OTHER SUMMER ACTIVITIES. CRITICAL GOODS CAMPAIGN MANY CHILDREN ARE TAKEN IN BY KINSHIP CAREGIVERS SUDDENLY AND UNEXPECTEDLY. IT IS OFTEN AN ADDED FINANCIAL BURDEN IF THE CAREGIVER DOES NOT ANTICIPATE HAVING TO PURCHASE NECESSARY AND IMMEDIATE ITEMS, SUCH AS A BED, A CRIB, OR A CAR SEAT. HALOS PROVIDES THESE ESSENTIAL ITEMS NEEDED FOR A CHILD'S HEALTH AND SAFETY, WHICH CAN ALSO ENSURE THE CAREGIVER IS BETTER EQUIPPED TO KEEP A CHILD OUT OF FOSTER CARE AND/OR KEEP SIBLINGS TOGETHER. IN FY24-25 HALOS PROVIDED THIS FINANCIAL ASSISTANCE TO 66 FAMILIES. FINANCIAL ASSISTANCE DATA SHOWS KINSHIP CAREGIVERS TEND TO BE AFRICAN AMERICAN, LIVE IN POVERTY, BE OVER 65 YEARS OF AGE, HAVE POORER HEALTH AND LOWER EDUCATION ATTAINMENT. HALOS WITH FUNDING SUPPORT FROM THE DUKE ENDOWMENT AND OTHER SUPPORTERS PROVIDES DIRECT ASSISTANCE TO 81 KINSHIP FAMILIES TOTALING $57,100 IN FY24-25 HALOS CONTINUES TO BE UNIQUELY POSITIONED TO MAKE A POSITIVE IMPACT ON KINSHIP FAMILIES IN THE LOWCOUNTRY NAVIGATING. X 258794 0 1 0 FORM 990, PART VI, SECTION A, LINE 4 SECTION 1 - CHANGE OF BOARD TERMS TO TWO 3-YEAR TERMS WITH THE OPTION TO SERVE ADDITIONAL TERMS BEYOND THE COMBINED 6 YEARS IF PERSON AND ORGANIZATION AGREE. SECTION 2 - ALL OFFICERS SERVE A 2-YEAR TERM WITH OPTION TO RENEW ONE ADDITIONAL YEAR IF ORGANIZATION AND INDIVIDUAL AGREE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A COPY OF THE DRAFT 990 TO THE FULL BOARD FOR COMMENT AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW AND ACKNOWLEDGE THE CONFLICTS OF INTEREST POLICY ON ANNUAL BASIS. IN THE EVENT A CONFLICT OF INTEREST ARISES DURING THE YEAR, THE INTERESTED PERSON SHALL RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS AND VOTE ON MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE RELIES UPON SALARIES OF SIMILARLY-SITUATED POSITIONS TO ENSURE REASONABLENESS. ALL DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT OUR CORPORATE OFFICES. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -200. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.