2025-05-15T09:27:00-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-07-01 521126145 ASHLEY INC ASHL 4102736600 800 TYDINGS LANE HAVRE DE GRACE MD 21078 ALEXANDER DENSTMAN PRESIDENT AND CO-CEO 4102736600 2025-05-15 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-05-15 2023 2025-03-06 01:10:19Z ASHLEY ADDICTION TREATMENT ALEXANDER DENSTMAN 800 TYDINGS LANE HAVRE DE GRACE MD 21078 47438350 0 X WWW.ASHLEYTREATMENT.ORG X 1978 MD PROVIDE A FOUNDATION FOR DISCOVERING A PATHWAY TO RECOVERY FROM SUBSTANCE-USE DISORDERS. 13 13 351 20 0 0 2414756 3315692 29595383 32664629 4629947 2870518 203253 50778 36843339 38901617 2037149 2182169 0 0 25812583 22272270 50102 260932 1761219 11937217 11845635 39837051 36561006 -2993712 2340611 118130547 126386668 12714283 12299927 105416264 114086741 WE TRANSFORM AND SAVE LIVES BY INTEGRATING THE SCIENCE OF MEDICINE, THE ART OF THERAPY AND THE COMPASSION OF SPIRITUALITY. 0 0 28864684 2182169 32664629 ASHLEY IS A NATIONALLY RECOGNIZED LEADER IN THE TREATMENT OF ALCOHOLISM AND CHEMICAL DEPENDENCE. IN AN ENVIRONMENT OF COMPASSION, DIGNITY, AND RESPECT, WE PROVIDE QUALITY MEDICAL CARE, CLINICAL EXPERTISE, AND SPIRITUAL COUNSELING. WE EDUCATE PARENTS, THEIR FAMILIES, AND THE COMMUNITY AT LARGE ABOUT CHEMICAL DEPENDENCE AND THE SPIRITUAL PRINCIPLES OF THE 12-STEP PROGRAM. OUR ONGOING SUPPORT PREPARES OUR PATIENTS AND THEIR FAMILIES FOR THE JOURNEY OF LIFELONG RECOVERY. FOR THE FISCAL YEAR ENDING JUNE 30, 2024, 1,352 PATIENTS WERE ADMITTED TO THE INPATIENT PROGRAM, WE MANAGED 21,442 PATIENT VISITS TO OUR INTENSIVE OUTPATIENT PROGRAMS, AND 953 FAMILY MEMBERS PARTICIPATED IN THE FAMILY WELLNESS PROGRAM. 28864684 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 351 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC ND NH NM NJ NY OR PA RI SC TN UT VA WI WV X JILL MIKROS 4102732332 800 TYDINGS LANE HAVRE DE GRACE MD 21078 ALEXANDER DENSTMAN PRESIDENT & CO-CEO 40.00 X 437092 0 46066 JOSEPH G HOBELMANN PRESIDENT & CO-CEO 40.00 X 440054 0 42225 DANIEL BOCHICCHIO VP-MEDICAL SERVICES 40.00 X 288457 0 17756 MARK HUSHEN VP-SPIRITUAL WELLNESS 40.00 X 241718 0 37906 JENNIFER AGUGLIA VP-CLINICAL SERVICES 40.00 X 215226 0 37909 ELAINA DENU CHIEF OF STAFF & CORPORATE SECRETARY 40.00 X 178833 0 37192 RICHARD FINGER SR DIRECTOR-HUMAN RESOURCES 40.00 X 182220 0 21093 GEORGE GURRERA SR DIR-QUALITY, COMPLIANCE & SAFETY 40.00 X 164528 0 12375 LORI SCHULZ FINANCE DIRECTOR 40.00 X 158693 0 13330 ROBIN WILLIAMS NURSING CONSULTANT 40.00 X 149685 0 11213 JAMES DENVIR CHAIR 1.00 X X 0 0 0 JOHN FINNERTY VICE CHAIR 1.00 X X 0 0 0 ERIK BOHN DIRECTOR 1.00 X 0 0 0 BILL BRUNS DIRECTOR 1.00 X 0 0 0 ROBIN DAVISSON DIRECTOR 1.00 X 0 0 0 CHARLIE FENWICK DIRECTOR 1.00 X 0 0 0 DEV GANESAN DIRECTOR 1.00 X 0 0 0 TONI GRISWOLD DIRECTOR 1.00 X 0 0 0 ROBERT JOHNSON DIRECTOR 1.00 X 0 0 0 TIMOTHY LEWIS DIRECTOR 1.00 X 0 0 0 JESSIE NOBLE-NANCE DIRECTOR 1.00 X 0 0 0 PHYLLIS RASKIN-HADLEY DIRECTOR 1.00 X 0 0 0 DR ERIC STRAIN DIRECTOR 1.00 X 0 0 0 2456506 0 277065 33 0 1 0 BAKER DONELSON BEARMAN CALDWELL & BER 165 MADISON AVENUE MEMPHIS TN 38103 LEGAL SERVICES 362710 COMMUNITY COUNSELLING SERVICES CO 527 MADISON AVE 5TH FLR NEW YORK NY 10022 CONSULTING SERVICES 260932 RECOVERYTRAC LLC 6405 107TH STREET SUITE 100 LUBBOCK TX 79424 PROFESSIONAL SERVICES 160767 IDFIVE LLC 800 N CHARLES STREET SUITE 300M BALTIMORE MD 21201 MARKETING SERVICES 137148 K&L GATES LLP PO BOX 830304 PHILADELPHIA PA 19182 LEGAL SERVICES 130179 6 242435 3073257 3315692 INPATIENT REVENUE 900099 20076137 20076137 INTENSIVE OUTPATIENT PROGRAM 900099 12531015 12531015 OTHER PROGRAMS 900099 57477 57477 32664629 2059783 2059783 9040637 8229902 810735 810735 810735 32318 242435 89942 -57624 -57624 277437 216889 60548 60548 MISCELLANEOUS INCOME 900099 47854 47854 47854 38901617 32664629 0 2921296 2182169 2182169 1630932 1255819 326186 48927 15948386 13129825 2424129 394432 850115 697490 133564 19061 2479131 1872207 556066 50858 1363706 1043404 290291 30011 61813 16079 39636 6098 165509 17840 147669 164601 164601 260932 260932 103392 103392 109220 94353 14867 259072 21516 164269 73287 766643 650462 81432 34749 796822 578553 114604 103665 2595182 2041105 489747 64330 176114 119345 41636 15133 21109 14110 5602 1397 148455 17886 128184 2385 2605564 2430451 148249 26864 579868 16096 563700 72 BAD DEBT EXPENSE 885220 645174 0 240046 FOOD PURCHASES 762176 762031 15 130 PHARMACY AND LAB 692147 691888 259 0 PATIENT MATERIALS 248698 248034 664 0 704030 318847 160942 224241 36561006 28864684 5935103 1761219 4907130 791682 1849924 564332 2423342 2596976 4159948 27448 43711 293023 377077 68833633 31157695 39427366 37675938 56901256 64609972 10023194 11340266 3389822 3114808 118130547 126386668 3132272 3148025 6258850 6022783 3323161 3129119 12714283 12299927 X 103308637 113209431 2107627 877310 105416264 114086741 118130547 126386668 2340611 6329866 0 X 0 1 X 1 1 1 X 1547883 10831864 4656157 2414756 3315692 22766352 32431511 29535881 27750753 29595383 32664629 151978157 280391 196122 227740 256011 277437 1237701 34259785 40563867 32634650 32266150 36257758 175982210 265400 50400 53470 51390 856765 1277425 0 265400 50400 53470 51390 856765 1277425 174704785 1321640 2297576 6086868 1623333 2059783 13389200 1321640 2297576 6086868 1623333 2059783 13389200 30315 237254 348879 397071 47854 1061373 35611740 43098697 39070397 34286554 38365395 190432783 0.91740 0.92540 0.07030 0.06630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 30,315. 2020 AMOUNT: $ 237,254. 2021 AMOUNT: $ 348,879. 2022 AMOUNT: $ 397,071. 2023 AMOUNT: $ 47,854. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 186196 0 0 186196 0 PART II-B, LINE 1: RWL PROVIDED USUAL AND CUSTOMARY PROFESSIONAL LOBBYING SERVICES AND MONITORING DURING THE 2024 LEGISLATIVE SESSION, INCLUDING TALKING WITH LEGISLATORS AND THEIR STAFF, AND TESTIFYING AS REQUESTED OR NECESSARY BEFORE LEGISLATIVE COMMITTEES. STAFF OFFERED INSIGHT TO LEGISLATORS ABOUT ADDICTION AND ADDICTION TREATMENT SERVICES. 841784 14642 20884 877310 772667 57879 11238 841784 778570 32986 -38889 772667 687285 50000 41285 778570 433640 250000 3645 687285 0.00000 1.00000 0.00000 0 0 5224159 5224159 48363342 24494726 23868616 8698675 1402898 7295777 5612842 4612475 1000367 934615 647596 287019 37675938 LIMITED PARTNERSHIP INVESTMENTS 11340266 F 11340266 OPERATING LEASE LIABILITY 2739761 FINANCING LEASE LIABILITY 389358 3129119 X 43252753 6329866 6329866 36922887 103392 1875338 1978730 38901617 34582276 -1875338 -1875338 36457614 103392 103392 36561006 PART V, LINE 4: THE COMPANY'S ENDOWMENT CONSISTS OF TWO DONOR-RESTRICTED FUNDS. ONE FUND WAS ESTABLISHED TO PROVIDE FOR THE ADVANCEMENT OF TREATMENT EXCELLENCE AT THE COMPANY. THE OTHER FUND WAS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT FOR YOUNG ADULT PATIENTS SEEKING EXTENDED CARE SERVICES WITHOUT THE MEANS TO PAY FOR SAID TREATMENT. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THE COMPANY IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE COMPANY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -216,889. SPECIAL EVENT DIRECT EXPENSES -89,942. EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 2,182,169. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 216,889. SPECIAL EVENT DIRECT EXPENSES 89,942. EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS -2,182,169. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5757000 0 0 0 0 0 0 5757000 0 5757000 1 0 1 1 1 0 X X X X X X 1 COMMUNITY COUNSELING SERVICES CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 GENERAL CONSULTING 0 0 260932 0 260932 MD HI AR AZ CA CT DC FL GA KS KY MA NC ND NJ NH NM NY OH OK OR PA TN VA WV MN MI AL CO IL ME SC UT WA WI MT RI NV THE PENGUIN: MOVEMENT FOR RECOVERY 147332 141924 5408 1979 13312 5471 11288 FATHER MARTIN MEMORIAL GOLF OUTING 74545 60685 13860 11430 17950 6720 589 1 52876 39826 13050 9358 5528 6317 274753 242435 32318 13409 40620 17719 18194 89942 -57624 1 CHARITY CARE 132 2182169 0 N/A N/A PART I, LINE 2: THE ORGANIZATION PROVIDES DISCOUNTED CARE AND CARE PROVIDED AT NO CHARGE TO INDIVIDUALS WHO ARE UNINSURED, UNDERINSURED OR OTHERWISE UNABLE TO PAY FOR SUBSTANCE USE TREATMENT. X X X X 0 0 0 0 0 0 0 0 0 ALEXANDER DENSTMAN PRESIDENT & CO-CEO 371856 0 0 0 65236 0 18822 0 27244 0 483158 0 0 0 JOSEPH G HOBELMANN PRESIDENT & CO-CEO 373028 0 0 0 67026 0 14250 0 27975 0 482279 0 0 0 DANIEL BOCHICCHIO VP-MEDICAL SERVICES 280582 0 0 0 7875 0 17338 0 418 0 306213 0 0 0 MARK HUSHEN VP-SPIRITUAL WELLNESS 214097 0 0 0 27621 0 14008 0 23898 0 279624 0 0 0 JENNIFER AGUGLIA VP-CLINICAL SERVICES 208597 0 0 0 6629 0 13206 0 24703 0 253135 0 0 0 ELAINA DENU CHIEF OF STAFF & CORPORATE SECRETARY 154460 0 812 0 23561 0 5369 0 31823 0 216025 0 0 0 RICHARD FINGER SR DIRECTOR-HUMAN RESOURCES 175721 0 0 0 6499 0 10382 0 10711 0 203313 0 0 0 GEORGE GURRERA SR DIR-QUALITY, COMPLIANCE & SAFETY 153382 0 0 0 11146 0 9887 0 2488 0 176903 0 0 0 LORI SCHULZ FINANCE DIRECTOR 139091 0 812 0 18790 0 9623 0 3707 0 172023 0 0 0 ROBIN WILLIAMS NURSING CONSULTANT 149685 0 0 0 0 0 8959 0 2254 0 160898 0 0 0 FORM 990, PART IV, LINE 28A: DURING THE FISCAL YEAR ENDED JUNE 30, 2024, THE ORGANIZATION PURCHASED INSURANCE THROUGH BF SAUL INSURANCE. ERIK BOHN, DIRECTOR, IS AN EMPLOYEE OF BF SAUL INSURANCE. ERIK BOHN WAS NOT COMPENSATED IN CONNECTION WITH THE PURCHASE OF THE INSURANCE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE OFFICE AND THE FINANCE DEPARTMENT. THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS TO REVIEW AND VOTE TO ACCEPT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, EMPLOYEE OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS OF ASHLEY, INC., WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST, IN FACT, EXISTED; THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND RECOMMENDS THE COMPENSATION OF THE CO-CEOS. FINAL COMPENSATION CHANGES ARE APPROVED BY THE FULL BOARD OF DIRECTORS AND TIMELY DOCUMENTED. THE REVIEW INCLUDES ANALYSIS OF COMPARABILITY DATA, SUCH AS NATIONAL SALARY SURVEYS INCLUDING NOT-FOR-PROFIT DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.