2025-05-09T12:12:15-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 231706895 GAUDENZIA INC GAUD 6102399600 106 WEST MAIN STREET NORRISTOWN PA 194014716 NIKANT OHRI CHIEF FINANCIAL OFFICER 6102399600 2025-05-07 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-05-07 2023 2025-03-06 01:10:19Z DEJA GILBERT 106 WEST MAIN STREET NORRISTOWN PA 194014716 112133588 0 X WWW.GAUDENZIA.ORG X 1968 PA TO HELP PEOPLE AFFECTED BY CHEMICAL DEPENDENCY, MENTAL ILLNESS AND RELATED CONDITIONS 15 14 1675 79 0 0 22835801 24650241 84723352 85389540 131 0 2144272 2093807 109703556 112133588 0 0 0 0 70516109 74451179 0 0 0 39735543 36684225 110251652 111135404 -548096 998184 47103072 36695645 28338494 16932883 18764578 19762762 TO PROMOTE LONG-TERM RECOVERY BY PROVIDING COMPREHENSIVE TREATMENT AND SUPPORT TO PEOPLE WITH SUBSTANCE USE DISORDER, CO-OCCURRING MENTAL HEALTH DISORDERS, AND RELATED CONDITIONS, REGARDLESS OF INDIVIDUAL CIRCUMSTANCES. 0 0 64301665 0 65552884 COMPREHENSIVE TREATMENT: GAUDENZIA HAS A LONG HISTORY OF PROVIDING COMPREHENSIVE TREATMENT TO INDIVIDUALS WITH SUBSTANCE USE DISORDER, MENTAL WELLNESS, AND SOCIAL DETERMINANTS OF HEALTH TO HELP THEM LEAD MORE FULFILLING LIVES. THE CORPORATION PROVIDES TREATMENT AND SUPPORTS THAT PROMOTE RECOVERY, IMPROVE OUTCOMES, AND REDUCE STIGMA; AND ENDEAVORS TO PROMOTE RESEARCH AND THOUGHT LEADERSHIP. GAUDENZIA WAS THE FIRST ORGANIZATION IN PENNSYLVANIA TO PROVIDE PROGRAMS FOR WOMEN AND THEIR CHILDREN IN A RESIDENTIAL SETTING. IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 11102084 0 11455505 TREATMENT SERVICES: THESE SERVICES INCLUDE; (A) PREVENTION AND RECOVERY SUPPORT SERVICES, (B) WITHDRAWAL MANAGEMENT, (C) DETOXIFICATION, AND (D) MEDICATION ASSISTED TREATMENT (MAT). IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 8322377 0 8381151 FORENSIC INTENSIVE REHABILITATION: GAUDENZIA OPERATES PROGRAMS FOR CLIENT BASED FORENSIC INTENSIVE REHABILITATION SERVICES. IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 83726126 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 233 0 1675 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 6102399600 106 WEST MAIN STREET NORRISTOWN PA 19401 DALE KLATZKER PHD EX-OFFICIO CEO (UNTIL MARCH 2024) 32.00 8.00 X X 507961 0 59002 DEJA GILBERT CHIEF EXECUTIVE OFFICER (AS OF MARCH 2024) 32.00 8.00 X X 0 0 0 MAUREEN BRENNAN-MILLER CHAIRPERSON 1.00 0.00 X X 0 0 0 SETH ZUCKERMAN VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 MATT PLEVELICH TREASURER (AS OF 11/14/23) 1.00 0.00 X 0 0 0 PAT CIARROCCHI SECRETARY 1.00 0.00 X X 0 0 0 RACQUEL ASSAYE MEMBER (THROUGH 11/2/23) 1.00 0.00 X 0 0 0 TRACY GILL MEMBER 1.00 0.00 X 0 0 0 CATHY IMBURGIA MEMBER 1.00 0.00 X 0 0 0 GREGORY KLIPSTEIN MEMBER 1.00 0.00 X 0 0 0 DR EMILY LOSCALZO MEMBER 1.00 0.00 X 0 0 0 SUE MACK MEMBER 1.00 0.00 X 0 0 0 JEANNINE PETERSON MEMBER 1.00 0.00 X 0 0 0 JEFFREY SHAW MEMBER 1.00 0.00 X 0 0 0 NED SPELLS MEMBER 1.00 0.00 X 0 0 0 MARK ZABLOTNY MEMBER 1.00 0.00 X 0 0 0 JERRY STAHLER MEMBER 1.00 0.00 X 0 0 0 PATRICIA MCKERNAN CHIEF OF STAFF 40.00 0.00 X 333991 0 56015 ROBERT B BICKFORD CHIEF FINANCIAL OFFICER 32.00 8.00 X 111717 0 6856 DOUG HILTON CHIEF PEOPLE OFFICER 40.00 0.00 X 220935 0 43320 WILLIAM J WILSON CHIEF PROGRAM OFFICER 40.00 0.00 X 196741 0 33039 MICHAEL ANDERSON CHIEF INFORMATION OFFICER 40.00 0.00 X 213215 0 26195 MARY ELIZABETH NAUGHTON-BECK GENERAL COUNSEL 40.00 0.00 X 187821 0 3767 STEPHEN JOHN LLEWELLYN FACILITIES DIRECTOR 40.00 0.00 X 176164 0 10555 PHILIP WILLIAM MOORE CHIEF MEDICAL OFFICER 40.00 0.00 X 301029 0 34926 KRISTY BLALOCK VP OF GROWTH AND STRATEGY 40.00 0.00 X 196824 0 10515 GAIL HANNAH EXECUTIVE DIRECTOR OF DEI 40.00 0.00 X 201731 0 41746 FLORENCE PAIGE EXECUTIVE DIRECTOR OF PA REGION 40.00 0.00 X 211443 0 46318 BRANDI ERNST CHIEF IMPACT OFFICER 40.00 0.00 X 181412 0 33939 3040984 0 406193 17 0 1 0 ROADRUNNER RECYCLING INC ONE PPG PLACE FL 33 PITTSBURGH PA 15222 TRASH REMOVAL 490286 MEDICAL BILLING SERVICES LLC 4152 W BLUE HERON BLVD STE 129 RIVIERA BEACH FL 33404 MEDICAL BILLING 466614 BRETT E WILLS 21 QUAKER HILLS RD LANCASTER PA 17603 PHYSICIAN 224385 JAN-PRO OF DCMV 10801 MAIN STREET SUITE 200 FAIRFAX VA 22030 COMMERCIAL CLEANING 197513 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 RECRUITING 191902 22 24084094 566147 343139 24650241 MANAGED CARE 624200 82743902 82743902 PROGRAM SERVICE RENTAL FEES 624200 1453757 1453757 INSURANCE REVENUE 624200 914861 914861 SELF-PAY REVENUE 624200 277020 277020 85389540 ADMINISTRATIVE FEE INCOME 900099 1926574 1926574 INSURANCE RECOVERIES AND REFUNDS 900099 151030 151030 GAIN ON LEASE TERMINATION 900099 8069 8069 8134 8134 2093807 112133588 85389540 0 2093807 3558148 3558148 55213017 43574296 11638721 870336 759530 110806 10522911 8345728 2177183 4286767 3349357 937410 269061 117053 152008 227611 99021 128590 4782543 3651868 1130675 4408880 1044459 3364421 9300782 8527484 773298 734784 321183 413601 327272 216382 110890 1623327 1380882 242445 FOOD 3923886 3912242 11644 REPAIRS AND MAINTENANCE 3001979 2648760 353219 HOUSEKEEPING 2224205 2095520 128685 BAD DEBT EXPENSE 1865712 1467326 398386 3994183 2215035 1779148 111135404 83726126 27409278 0 5816783 2709930 136191 157007 19505159 17030364 1017787 1182186 1747980 362226 1259661 1385754 19367491 14230404 47103072 36695645 11828047 8911732 3000000 306894 69506 30647 291026 275642 13149915 7407968 28338494 16932883 X 18764578 19762762 18764578 19762762 47103072 36695645 998184 0 X 0 1 X 1 1 1 X 25900567 32530064 26911395 22835801 24650241 132828068 69545000 59802468 79017952 84723352 85389540 378478312 95445567 92332532 105929347 107559153 110039781 511306380 0 0 0 511306380 187 13 3 131 334 187 13 3 131 334 283729 1593753 2403656 2144272 2093807 8519217 95729483 93926298 108333006 109703556 112133588 519825931 0.98360 0.98640 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2019 AMOUNT: $ 283,729. 2020 AMOUNT: $ 91,555. 2021 AMOUNT: $ 375,435. 2022 AMOUNT: $ 306,986. 2023 AMOUNT: $ 151,030. SELF-PAY REVENUE - ADMINISTRATIVE FEE INCOME - 2020 AMOUNT: $ 1,502,198. 2021 AMOUNT: $ 2,028,221. 2022 AMOUNT: $ 1,806,832. 2023 AMOUNT: $ 1,926,574. GAIN FROM TERMINATION OF LEASE - 2022 AMOUNT: $ 29,928. 2023 AMOUNT: $ 8,069. OTHER INCOME - 2022 AMOUNT: $ 526. 2023 AMOUNT: $ 8,134. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1205390 164607 1040783 542590 197619 344971 1385754 DUE FROM AFFLIATES 6974923 SECURITY DEPOSITS 284625 OPERATING RIGHT-OF-USE ASSETS 6970856 14230404 LEASE LIABILITIES - OPERATING 7407968 7407968 X 110666262 0 110666262 1467326 1467326 112133588 109668078 0 109668078 1467326 1467326 111135404 PART IV, LINE 2B: GAUDENZIA, INC. HOLDS FUNDS IN A CUSTODIAL ACCOUNT FOR SOME PROGRAM CLIENTS. PART X, LINE 2: THE ORGANIZATION IS QUALIFIED AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRACT ALLOWANCES 1,467,326. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRACT ALLOWANCES 1,467,326. X X X X X 0 1 0 0 0 0 0 0 0 DALE KLATZKER PHD EX-OFFICIO CEO (UNTIL MARCH 2024) 507961 0 0 0 0 0 24940 0 34062 0 566963 0 0 0 PATRICIA MCKERNAN CHIEF OF STAFF 333991 0 0 0 0 0 14933 0 41082 0 390006 0 0 0 PHILIP WILLIAM MOORE CHIEF MEDICAL OFFICER 301029 0 0 0 0 0 11272 0 23654 0 335955 0 0 0 DOUG HILTON CHIEF PEOPLE OFFICER 220935 0 0 0 0 0 43296 0 24 0 264255 0 0 0 FLORENCE PAIGE EXECUTIVE DIRECTOR OF PA REGION 211443 0 0 0 0 0 30000 0 16318 0 257761 0 0 0 GAIL HANNAH EXECUTIVE DIRECTOR OF DEI 201731 0 0 0 0 0 28478 0 13268 0 243477 0 0 0 MICHAEL ANDERSON CHIEF INFORMATION OFFICER 213215 0 0 0 0 0 6477 0 19718 0 239410 0 0 0 WILLIAM J WILSON CHIEF PROGRAM OFFICER 196741 0 0 0 0 0 19772 0 13267 0 229780 0 0 0 BRANDI ERNST CHIEF IMPACT OFFICER 181412 0 0 0 0 0 20827 0 13112 0 215351 0 0 0 KRISTY BLALOCK VP OF GROWTH AND STRATEGY 196824 0 0 0 0 0 0 0 10515 0 207339 0 0 0 MARY ELIZABETH NAUGHTON-BECK GENERAL COUNSEL 187821 0 0 0 0 0 3767 0 0 0 191588 0 0 0 STEPHEN JOHN LLEWELLYN FACILITIES DIRECTOR 176164 0 0 0 0 0 10500 0 55 0 186719 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE CEO IS REVIEWED BY GAUDENZIA, INC.'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. IT IS GAUDENZIA, INC.'S ACCEPTED PRACTICE TO INVOLVE A THIRD PARTY SPECIALIST THAT IS CONTRACTED TO CONDUCT AN EXECUTIVE COMPENSATION ANALYSIS AND GATHER COMPARATIVE MARKET DATA, PERIODICALLY. THIS DATA IN ADDITION TO RECOMMENDATIONS AND A REASONABILITY LETTER PROVIDED BY THE THIRD PARTY SPECIALIST IS REVIEWED BY THE COMPENSATION COMMITTEE, VALIDATING ALL EXECUTIVE COMPENSATION. THE MOST RECENT STUDY WAS CONDUCTED IN 2024. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. PART I, LINE 4B NAME: DALE KLATZKER, DESCRIPTION: CHIEF EXECUTIVE OFFICER, CURRENT YEAR AMOUNT: $50,000. PLAN DESCRIPTION: 457F X 64760 COST X 232 175717 COST X 4 6379 COST X HOUSEKEEPING 48 37275 COST X CHRISTMAS GIFTS 29 25980 COST X OTHER SUPPLIES 46 21018 COST X EQUIPMENT 25 12009 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE COMPOSITION OF THE COMMITTEE CONSISTS OF THE CHAIRS OF EACH COMMITTEE AS WELL AS THE BOARD OFFICERS. THE BOARD OFFICERS ARE AS FOLLOWS: CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND PRESIDENT. ALL EXECUTIVE COMMITTEE MEMBERS ARE ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE MAY EXERCISE THE POWERS OF THE BOARD IN REGARDS TO THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD AND SUBJECT TO RATIFICATION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B GAUDENZIA, INC'S FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE GAUDENZIA FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE FORM 990 PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH GAUDENZIA. GAUDENZIA MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/ DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. THESE FORMS ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY GAUDENZIA, INC.'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. IT IS GAUDENZIA, INC.'S ACCEPTED PRACTICE TO INVOLVE A THIRD PARTY SPECIALIST THAT IS CONTRACTED TO CONDUCT AN EXECUTIVE COMPENSATION ANALYSIS AND GATHER COMPARATIVE MARKET DATA, PERIODICALLY. THIS DATA IN ADDITION TO RECOMMENDATIONS AND A REASONABILITY LETTER PROVIDED BY THE THIRD PARTY SPECIALIST IS REVIEWED BY THE COMPENSATION COMMITTEE, VALIDATING ALL EXECUTIVE COMPENSATION. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. GAUDENZIA FOUNDATION INC 106 WEST MAIN STREET NORRISTOWN PA 19401 232141307 TO SUPPORT GAUDENZIA, INC. PA 501(C)(3) LINE 12B, II N/A 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0