2018-05-15T05:57:54-05:00 2017-06-30 522138627 MURPHY & MURPHY CPA LLC 108 LA GRANGE AVENUE LA PLATA MD 206469591 990 2016-07-01 521267498 WALDENSIERRA CORPORATION WALD 3019971300 30007 BUSINESS CENTER DRIVE CHARLOTTE HALL MD 20622 KATHLEEN O'BRIEN CEO 3019971300 2018-05-14 1 LISA R BROWN CPA P00449079 3016097515 2018-05-14 2016 2022-09-23 18:48:47Z KATHLEEN O'BRIEN 30007 BUSINESS CENTER DR CHARLOTTE HALL MD 20622 5854218 0 X WWW.WALDENSIERRA.ORG X 1982 MD TO PROVIDE A COMPREHENSIVE ARRAY OF CRISIS, BEHAVIORAL HEALTH, TRAUMA AND RECOVERY SERVICES LOCALLY. 9 9 143 9 0 0 17903 21974 6757306 5807423 3556 41 13079 12543 6791844 5841981 0 0 0 0 3954029 3738121 0 0 0 2637063 2421177 6591092 6159298 200752 -317317 4981850 4461707 2456434 2253533 2525416 2208174 X OUR MISSION IS TO PROVIDE A COMPREHENSIVE ARRAY OF CRISIS, BEHAVIORAL HEALTH, TRAUMA AND RECOVERY SERVICES THAT CONTRIBUTE TO THE WELL-BEING OF THE SOUTHERN MARYLAND COMMUNITY. PURSUIT OF THIS MISSION HAS LED TO ONGOING PARTNERSHIPS WITH LOCAL AND REGIONAL PUBLIC AND PRIVATE SYSTEM PARTNERS IN THE SOCIAL AND HUMAN SERVICES, CRIMINAL JUSTICE, AND HEALTHCARE FIELDS. WALDEN EXISTS TO RESPONSIVELY MEET COMMUNITY NEEDS, AND WE STRIVE TO PROVIDE HIGH QUALITY, COMPASSIONATE SERVICES AND LEADERSHIP TO SOUTHERN MARYLAND IN THE AREAS OF CRISIS INTERVENTION, TRAUMA-INFORMED CARE, AND INTEGRATED BEHAVIORAL HEALTH. 0 0 2983670 3681374 WALDEN PROVIDES A FULL CONTINUUM OF CARF ACCREDITED SUBSTANCE ABUSE SERVICES. ALL SERVICES RANGE FROM ASSESSMENT, SUBSTANCE ABUSE EDUCATION, GENERAL OUTPATIENT, AND INTENSIVE OUTPATIENT GROUP, INDIVIDUALIZED SERVICES, INPATIENT AND LONG-TERM RESIDENTIAL. FAMILY EDUCATION AND CONTINUING CARE ARE ALSO IMPORTANT COMPONENTS OFFERED WITHIN OUR SUBSTANCE ABUSE SERVICE CONTINUUM. DURING OUR MOST RECENTLY COMPLETED PROGRAM AND FISCAL YEAR, WALDEN PROVIDED OUTPATIENT SUBSTANCE ABUSE TREATMENT SERVICES TO OVER 2,000 ADULTS AND ADOLESCENTS. WALDEN HAS BUILT A SUCCESSFUL OUTPATIENT MENTAL HEALTH THERAPY AND PSYCHIATRIC SERVICES PROGRAM WITH CLINICS IN CHARLOTTE HALL, LEXINGTON PARK AND WALDORF. IN FISCAL YEAR 2017, OVER 1,000 CONSUMERS ACCESSED SERVICES IN THE CLINIC. WALDEN ALSO PROVIDES CRISIS INTERVENTION AND MENTAL HEALTH/TRAUMA SERVICES TO VICTIMS OF TRAUMA AND ABUSE; THIS SET OF OUTPATIENT SERVICES IS OFFERED TO INDIVIDUALS IN NEED WITHOUT REGARD TO THE VICTIM'S ABILITY TO PAY FOR SUCH SERVICES. WITHIN THIS SCOPE, WALDEN PROVIDES A RANGE OF SERVICES TO CHILD, ADOLESCENT AND ADULT VICTIMS OF DOMESTIC VIOLENCE, RELATIONSHIP OR DATING VIOLENCE, SEXUAL ASSAULT, RAPE, AND CHILD ABUSE. SERVICES ARE ALSO EXTENDED TO NON-OFFENDING FAMILY MEMBERS. CORE VICTIMS SERVICES PROVIDED INCLUDE HOTLINE, CRISIS, ADVOCACY, VICTIM OUTREACH, AND THERAPEUTIC COUNSELING SERVICES. WE HAVE A STRONG COLLABORATION WITH OUR LOCAL LAW ENFORCEMENT PARTNERS TO OFFER LETHALITY ASSESSMENT PROGRAM SERVICES, UTILIZING THE 24-HOUR ACCESSIBILITY AVAILABLE VIA OUR HOTLINE SERVICE TO TRAINED CRISIS WORKERS, OUTREACH, AND ON-CALL PROFESSIONAL STAFF WHO CAN ENTER A DIALOGUE WITH DOMESTIC VIOLENCE VICTIMS AND SET SAFETY PLANNING, EMERGENCY ASSISTANCE, AND FOLLOW-UP SERVICES IN PLACE WHILE THE POLICE ARE STILL ON THE SCENE WITH THE VICTIM. IN ALL, WALDEN PROVIDED CRISIS AND MENTAL HEALTH/TRAUMA SERVICES TO NEARLY 800 VICTIMS OF CRISIS, DOMESTIC VIOLENCE, SEXUAL ASSAULT, RAPE, DATING VIOLENCE, STALKING, AND CHILD ABUSE IN OUR MOST RECENTLY COMPLETED YEAR. IN A PROJECT DESIGNED TO CREATE GREATER ACCESS TO BEHAVIORAL HEALTH SERVICES, THE LEXINGTON PARK HEALTH ENTERPRISE ZONE, WALDEN HAS DEVELOPED A PARTNERSHIP WITH MEDICAL CARE PROVIDERS. THE PROJECT INTEGRATES A BEHAVIORAL HEALTH INTERVENTIONIST INTO OUR LOCAL HOSPITAL AND OUTPATIENT CLINIC FOR UNINSURED/UNDERINSURED PERSONS. THIS INTEGRATED CARE PROJECT PROVIDES SERVICES TO OVER 600 PEOPLE MONTHLY. WE ALSO ADDED A PROJECT THAT PROVIDES PEER SUPPORT AND NON-CLINICAL INTERVENTIONS VIA RECOVERY COMMUNITY CENTERS. BEACON OF HOPE RECOVERY COMMUNITY CENTER FOR ADULTS HAS BEEN OPERATIONAL SINCE FEBRUARY 2012; THE COVE/DFS OPENED IN JANUARY 2013, PROVIDING PEER SUPPORT FOR YOUTHS. THE TWO PROGRAMS SERVE AN AVERAGE OF 300 GUEST MONTHLY VIA STRUCTURED, DROP IN, RECOVERY COACHING, SPECIAL EVENTS AND HOSTING ACTIVITIES. 1579125 2126049 WE ARE SEEING A SIGNIFICANT INCREASE IN YOUNG ADULTS WITH OPIATE ADDICTION IN NEED OF OUR SERVICES. WALDEN'S ENTIRE CONTINUUM OF SERVICES IS WIDELY REGARDED AS A LEADER IN THE STATE IN THE IMPLEMENTATION OF RECOVERY ORIENTED SYSTEM OF CARE (ROSC) PROGRAMMING AND ACTIVITIES. WALDEN HAS SUCCESSFULLY TOOK A LOCAL LEADERSHIP ROLE IN THE INTEGRATION OF TRAUMA-INFORMED CARE FOR OUR LOCAL ROSC SYSTEM; THE CREATION OF RECOVERY SUPPORT SERVICES; AND IN EXPANDING ACCESS TO PSYCHIATRIC CARE TO OUR CLIENTS INCLUDING THROUGH THE USE OF TELE-PSYCHIATRY, ONSITE PSYCHIATRIC SERVICES AND ULTIMATELY ACHIEVING QUALIFICATION AS A COMMUNITY MENTAL HEALTH CLINIC. CURRENT GOALS INCLUDE EXPANDING OUR INTEGRATION ACTIVITIES WITH PRIMARY CARE AND HOSPITAL-BASED PROVIDERS AND IMPLEMENTING EVIDENCE-BASED PRACTICES IN A MANNER THAT ENHANCES OUR CORE PRACTICES (COGNITIVE BEHAVIORAL THERAPY, MOTIVATIONAL INTERVIEWING) AND EXPAND JOINT PROJECTS TO ASSIST WITH CRIMINAL JUSTICE DIVERSION SUCH AS PRETRIAL DIVERSION AND MEDICATION ASSISTED TREATMENT. 4562795 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 11 0 1 143 1 0 0 0 0 0 1 1 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X KATHLEEN O'BRIEN 3019971300 21770 FDR BLVD LEXINGTON PARK MD 20653 FLOYD WARREN DIRECTOR 1.00 0.00 X 0 0 0 LIBBY BLAIR DIRECTOR 1.00 0.00 X 0 0 0 DELORES GREENE SECRETARY 1.00 0.00 X X 0 0 0 DANIEL ICHNIOWSKI PRESIDENT 1.00 0.00 X X 0 0 0 JAY DUKE DIRECTOR 1.00 0.00 X 0 0 0 JULIE RANDALL TREASURER 1.00 0.00 X X 0 0 0 JANE SYPHER VICE PRESIDENT 1.00 0.00 X X 0 0 0 ELENA JIMENEZ DIRECTOR 1.00 0.00 X 0 0 0 SUSAN SMITH DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN O'BRIEN CEO 40.00 0.00 X 148970 0 0 GARY LYNCH COO 40.00 0.00 X 122297 0 0 LIZABETH M LENHART-COOKSEY CLINICAL DIRECTOR 40.00 0.00 X 98396 0 0 KATIE WEBER FINANCE DIRECTOR 40.00 0.00 X 63598 0 0 LAURA WEBB RECOVERY SERVICES DIRECTOR 40.00 0.00 X 79153 0 0 512414 0 0 2 0 0 0 CHESAPEAKE EDUCATION LLC 40001 STILLWATER LN LEONARDTOWN MD 20650 NURSING SERVICE 403275 SMOK'N DEB'S CATERING 38325 PLEASANT VIEW DR CHARLOTTE HALL MD 20622 FOOD SERVICE 231602 BARTON ASSOCIATES 300 JUBILEE DR PEABODY MD 01960 HEALTHCARE STAFF 117461 3 21974 21974 PROGRAM SERVICES 624100 3681374 3681374 PROGRAM SERVICES 623990 2126049 2126049 5807423 41 41 14687 12237 2450 2450 MISCELLANEOUS 900099 10093 10093 10093 5841981 5807423 0 12584 512414 317697 194717 2532987 1574775 958212 422071 352071 70000 270649 163285 107364 7193 7193 36500 36500 12015 9372 2643 13659 10654 3005 304775 237725 67050 31605 24652 6953 81043 63214 17829 216098 168556 47542 98072 76496 21576 CONTRACTUAL SERVICES 1231575 1231575 REPAIRS AND MAINTENANCE 97844 97844 FOOD & KITCHEN SUPPLIES 83801 65365 18436 TELEPHONE 55383 43199 12184 151614 126315 25299 6159298 4562795 1596503 0 318324 104460 10000 50286 50766 368291 273484 61677 24455 6103293 2105597 4161077 3997696 950 1042 3056 1615 8189 8189 4981850 4461707 400670 296654 37681 37681 1894489 1795604 123594 123594 2456434 2253533 X 2460949 2124207 64467 83967 2525416 2208174 4981850 4461707 -317317 75 0 X 0 1 X 0 0 X 29002 1417473 34791 17903 21974 1521143 6181089 6757687 6515076 6757306 5807423 32018581 209565 130072 339637 6419656 8305232 6549867 6775209 5829397 33879361 0 0 0 33879361 781 566 349 256 41 1993 781 566 349 256 41 1993 21692 15848 5141 29028 24780 96489 6442129 8321646 6555357 6804493 5854218 33977843 0.99710 0.99740 0.00010 X PART III, LINE 12 - OTHER INCOME DETAIL MISCELLANEOUS $10,093 GROSS FUNDRAISING RECEIPTS $14,687 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 906800 906800 3995371 1222432 2772939 338333 170368 167965 133552 109538 24014 729237 603259 125978 3997696 DEFERRED RENT INCENTIVE 5027 REFUNDABLE ADVANCES 118567 123594 X 5854291 73 12237 12310 5841981 0 5841981 6171535 12237 12237 6159298 0 6159298 PART X, LINE 2: ON JULY 1, 2009, THE ORGANIZATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S NET ASSETS, CHANGES IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2017 AND 2016. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 12,237. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 12,237. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETED COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING FOR REVIEW AND COMMENT THEN THE PRESIDENT SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD SIGN A CORPORATE COMPLIANCE RESOLUTION. PERIODIC UPDATEDS AND TRAINING ARE PROVIDED TO ENSURE TAHT ALL BOARD POLICIES RELATEING TO THE CODE OF CONDUCT ARE FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE DIRECTOR, DISCUSSED WITH THE BOARD OF DIRECTORS WHEN APPROPRIATE, WITH AN EVALUATION OF COMPARABLE SALARIES FROM SIMILAR ORGANIZATIONS IN THE REGION. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS COMPENSATION FOR KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE DIRECTOR, DISCUSSED WITH THE BOARD OF DIRECTORS WHEN APPROPRIATE, WITH AN EVALUATION OF COMPARABLE SALARIES FROM SIMILAR ORGANIZATIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, WRITTEN POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. WALDEN PROPERTY LLC 30007 BUSINESS CENTER DRIVE CHARLOTTE HALL MD 20622 522341572 REAL ESTATE MD 2452979 WALDEN