2020-11-25T12:47:48-06:00 2020-06-30 231518888 MAILLIE LLP 500 NORTH LEWIS ROAD LIMERICK PA 19468 990 2019-07-01 232044355 ALDIE FOUNDATION ALDI 2153458530 11 WELDEN DRIVE DOYLESTOWN PA 18901 JEFFREY RIEDER CPA TREASURER 2153458530 2020-11-18 1 AMANDA BERNARD CPA P01405610 6109351420 2019 2022-09-23 18:48:47Z JEFFREY RIEDER CPA 11 WELDEN DRIVE DOYLESTOWN PA 18901 5171389 0 X WWW.ALDIE.ORG X 1972 PA TO PROVIDE A WARM, CARING ENVIRONMENT WITH EDUCATIONAL AND THERAPEUTIC INTERVENTIONS THAT WILL ENABLE RESIDENTS OF BUCKS AND SURROUNDING COUNTIES TO EFFECTIVELY ADDRESS THEIR SUBSTANCE ABUSE AND CO-OCCURRING HEALTH PROBLEMS THROUGH INTEGRATED SCREENING, ASSESSMENT, REFERRAL AND TREATMENT; AND TO LEARN TO LIVE HEALTHFULLY AND MEANINGFULLY ONE DAY AT A TIME. 8 8 96 0 0 0 827597 937923 4639175 4203016 247826 -3737 32400 30450 5746998 5167652 0 0 0 0 3555584 3168806 0 0 4714 2067613 1919342 5623197 5088148 123801 79504 4880957 5189714 3591424 3820677 1289533 1369037 X TO PROVIDE A WARM, CARING ENVIRONMENT WITH EDUCATIONAL AND THERAPEUTIC INTERVENTIONS THAT WILL ENABLE RESIDENTS OF BUCKS AND SURROUNDING COUNTIES TO EFFECTIVELY ADDRESS THEIR SUBSTANCE ABUSE AND CO-OCCURRING HEALTH PROBLEMS THROUGH INTEGRATED SCREENING, ASSESSMENT, REFERRAL AND TREATMENT; AND TO LEARN TO LIVE HEALTHFULLY AND MEANINGFULLY ONE DAY AT A TIME. 0 0 2960856 3792747 PHARMACOTHERAPY - AN INDIVIDUAL ADDICTED TO DRUGS OR ALCOHOL CAN REMAIN ENGAGED IN LIFE WHILE RECEIVING STATE-OF-THE-ART MEDICAL INTERVENTIONS ON AN OUTPATIENT BASIS. 738505 338809 OUTPATIENT SERVICES - A REGIMEN THAT COMBINES BRIEF THERAPEUTIC INTERVENTIONS WITH AN EFFECTIVE MOBILIZATION OF COMMUNITY AND FAMILY SUPPORT SYSTEMS. 151444 47997 ASSESSMENT ENHANCEMENT - INCLUDES OPEN ACCESS IN DOYLESTOWN AND VIRTUALLY TO NEW CLIENTS. IT IS A WALK-IN PROGRAM. 58342 651 EER SUPPORT SERVICES - THE PEER SUPPORT PROGRAM PROVIDES INFORMATION AND RESOURCES TO CLIENTS TO ASSIST IN THEIR RECOVERY FROM A DRUG OR ALCOHOL ADDICTION. SERVICES ARE GENERALLY DELIVERED BY A CERTIFIED PEER SPECIALIST (AN INDIVIDUAL IN LONG-TERM RECOVERY FROM ADDICTION) AND ASSIST IN A VARIETY OF NON-TREATMENT NEEEDS. EXAMPLES INCLUDE TRANSPORTATION, HOUSING, EMPLOYMENT, CHILD-CARE AND OTHER AREAS THAT MAY PRESENT A BARRIER TO ACHIEVING SOBRIETY. THE PEER SUPPORT SPECIALIST CAN ALSO RELATE REAL-LIFE EXPERIENCES FOR THE TREATMENT PROCESS AND ANSWER QUESTIONS AS NEEDED. 8898 22812 TOBACCO AND GAMBLING - THE TOBACCO TREATMENT PROGRAM AT ALIDE COUNSELING CENTER IS A COMPRHENSIVE TOBACCO CESSATION COUSELING PROGRAM THAT PROVIDES CLIENTS WITH INDIVIDUAL, GROUP, AND PHARMACOLOGICAL INTERVENTIONS. IT GIVES THOSE WHO ARE INTERESTED IN QUITTING THE RECOURCES, TOOLS, AND SUPPORT NECESSARY TO MARK SUSTAINING LIFE CHANGES. THE GAMBLING RECOVERY PROGRAM IS A COMPREHENSIVE OUTPATIENT COUNSELING PROGRAM OPEN TO AUDLT AND ADOLESCENT RESIDENTS OF BUCKS COUNTY. THE PROGRAM IS AVAILABLE TO AT-RISK, PROBLEM, COMPULSIVE AND PATHOLOGICAL GAMBLERS. FAMILY MEMBERS OF INDIVIDUALS SUFFERING FROM A GAMBLING ADDICTION ARE ALSO ELIGIBLE FOR COUSELING SERVICES. 67240 23463 3918045 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 96 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X GERALD BIRKELBACH 2153458530 11 WELDEN DRIVE DOYLESTOWN PA 18901 THOMAS J SMITH III ESQ SECRETARY 1.00 X X 0 0 0 DARRELL TRIBUE CHAIRMAN 1.00 X X 0 0 0 ELAINE MAYE VICE CHAIRMAN 2.00 X X 0 0 0 THOMAS MACLIN DIRECTOR 2.00 X 0 0 0 ANTHONY SANTORO DIRECTOR 1.00 X 0 0 0 VINCENT J DEON DIRECTOR 2.00 X 0 0 0 JEFFREY RIEDER CPA TREASURER 2.00 X X 0 0 0 MARK EASTBURN DIRECTOR 1.00 X 0 0 0 GERALD BIRKELBACH EXECUTIVE DIRECTOR 40.00 X 136804 0 18296 STEPHANIE FARLEY CHIEF FINANCIAL OFFICER 20.00 X 79252 0 6042 216056 0 24338 1 0 1 0 STAFF CARE INC 5001 STATESMAN DRIVE IRVING TX 750632414 PHYSICIAN SERVICES 379862 LOCUMTENENS PO BOX 405547 ATLANTA GA 303845547 PHYSICIAN SERVICES 303787 2 910048 27875 937923 METHADONE 621400 3305791 3305791 GENERAL OP 621400 258194 258194 CLIENT FEES REVENUE 621400 176868 176868 SUBOXONE 621400 172214 172214 ADDITIONAL APA FUNDING 621400 138442 138442 151507 151507 4203016 30450 0 30450 30450 30450 3737 -3737 -3737 -3737 5167652 4203016 0 26713 187615 132485 54865 265 2498217 1764131 730560 3526 19515 16423 3092 227574 191523 35469 582 235885 172076 63468 341 8626 8626 27087 27087 25246 25246 10586 3058 7528 61592 27094 34498 213377 178857 34520 16436 11101 5335 17773 14113 3660 91528 76721 14807 151922 115528 36394 86872 62165 24707 PHYSICIAN SERVICES 627815 627815 MEDICATION 180530 180530 COMMUNICATIONS 178855 129127 49728 LAB COSTS 172525 172525 48572 42773 5799 5088148 3918045 1165389 4714 190314 877141 158280 121846 327339 113123 11498 19219 5432997 1374612 4193526 4058385 4880957 5189714 560630 266281 3030794 3552896 0 1500 3591424 3820677 X 1289533 1369037 1289533 1369037 4880957 5189714 79504 0 X X 0 1 X 1 0 X 7671 1854 11345 827597 937923 1786390 7671 1854 11345 827597 937923 1786390 1786390 27603 32400 32400 32400 30450 155253 1941643 24127261 0.92000 0.84140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 599813 599813 4636212 1278997 3357215 110502 86333 24169 86470 9282 77188 4058385 SECURITY DEPOSITS 1500 1500 X 5167652 0 5167652 0 5167652 5088148 0 5088148 0 5088148 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. ADDITIONALLY, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION TAKES THE POSITION THAT IT HAS NO NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES AND BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 GERALD BIRKELBACH EXECUTIVE DIRECTOR 136804 0 0 0 0 0 0 0 18296 0 155100 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD TREASURER REVIEWS THE TAX RETURN AND PRESENTS THE RETURN TO THE BOARD FOR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALDIE FOUNDATION ANNUALLY REQUIRES ALL BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND ACKNOWLEDGE COMPLIANCE WITH THE POLICY AS WELL AS IDENTIFY ANY POSSIBLE KNOWN CONFLICTS OF INTEREST THAT MAY EXIST. ALDIE FOUNDATION IS DILIGENT IN ITS REVIEW OF THE ANNUAL DISCLOSURE FORMS SUBMITTED BY COVERED PERSONS, AND COMPLIES AND MAINTAINS A LIST OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS. PROPOSED TRANSACTIONS CAN THEN BE MATCHED AGAINST THE LIST AS A MEANS OF IDENTIFYING POSSIBLE CONFLICTS. THE FOUNDATION CHARGES THE EXECUTIVE DIRECTOR AS THE PERSON ULTIMATELY RESPONSIBLE FOR MAINTAINING THE LIST AND SCREENING FOR POSSIBLE CONFLICTS OF INTEREST. WHEN DEALING WITH MAJOR VENDORS AND SERVICE PROVIDERS, THE FOUNDATION REQUIRES THE VENDOR OR SERVICE PROVIDER TO DISCLOSE ANY RELATIONSHIP - PERSONAL, FINANCIAL, OR OTHERWISE - THAT THE VENDOR OR SERVICE PROVIDER HAS WITH ANY OF THE ORGANIZATION'S DIRECTORS, OFFICERS, EMPLOYEES, OR VOLUNTEERS. THIS PROCESS WILL ASSIST THE ORGANIZATION IN MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IN ADDITION, THE ALDIE FOUNDATION WILL UNDERTAKE A PERIODIC REVIEW OF TRANSACTIONS INVOLVING SIGNIFICANT EXPENDITURES OF THE ORGANIZATION'S FUNDS TO ENSURE ANY COMPENSATION PAID CONTINUES TO BE REASONABLE. FOR ANY POSSIBLE CONFLICT THAT IS IDENTIFIED WITH RESPECT TO A PROPOSED TRANSACTION, THE ORGANIZATION WILL FOLLOW THE PROCEDURES SET OUT IN ITS CONFLICT OF INTEREST POLICY FOR DETERMINING WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS, AND THE PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST. THE ORGANIZATION MUST ALSO DOCUMENT, THROUGH WELL-KEPT MINUTES, ANY DECISIONS RELATED TO TRANSACTIONS INVOLVING AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. ANY BOARD DELIBERATIONS WITH RESPECT TO ISSUES OR DECISIONS WHERE THERE IS AN IDENTIFIED POTENTIAL CONFLICT OF INTEREST, WILL REQUIRE THE INDIVIDUAL MEMBER OR KEY STAFF TO RECUSE THEMSELVES FROM THE DELIBERATIONS AND DECISION MAKING PROCESS AND ANY RELATED VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ALDIE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF THE ORGANIZATION'S EXECUTIVE DIRECTOR THROUGH ITS PERSONNEL COMMITTEE AND UTILIZING THE POSITION JOB DESCRIPTION. THE RESULTS OF THE EVALUATION AND RECOMMENDATIONS ARE THEN PRESENTED TO THE ENTIRE BOARD FOR FINAL APPROVAL. THE PERSONNEL COMMITTEE UTILIZES THE DATA FROM THE FORM 990 OF SIMILAR ORGANIZATIONS IN THE LOCAL AREA. THE RESULTS OF THE EVALUATION ARE SUBSTANTIATED IN THE FORM OF A WRITTEN EVALUATION THAT IS MAINTAINED IN THE EXECUTIVE DIRECTORS PERSONNEL FILE. RECORD OF THE DELIBERATION AND DECISION ARE RECORDED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION ANNUALLY PUBLISHES NOTICE OF AVAILABILITY OF ITS ANNUAL REPORT IN LOCAL NEWSPAPERS. THE ANNUAL REPORT CONTAINS A SUMMARY OF THE YEARS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE PRIOR YEARS, THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS.