2025-10-03T07:54:06-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 133673215 HAZELDEN NEW YORK HAZE 6512134006 PO BOX 11 CENTER CITY MN 55012 DR JOSEPH LEE PRESIDENT & CEO 7635093875 2025-10-02 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-02 2024 2025-03-06 01:10:19Z HAZELDEN BETTY FORD IN NEW YORK DR JOSEPH LEE PO BOX 11 CENTER CITY MN 55012 3458049 0 X WWW.HAZELDENBETTYFORD.ORG X 1992 NY SUBSTANCE USE AND MENTAL HEALTH SERVICES ARE PROVIDED TO INDIVIDUALS AND FAMILIES. 3 0 25 2 0 0 245703 252053 2942574 3193896 16980 12100 0 0 3205257 3458049 0 0 0 0 2428713 2692877 0 0 0 2669101 3148683 5097814 5841560 -1892557 -2383511 57911533 60636664 79854366 85078152 -21942833 -24441488 X HARNESSING SCIENCE, LOVE AND THE WISDOM OF LIVED EXPERIENCE, WE ARE A FORCE OF HEALING AND HOPE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES AFFECTED BY SUBSTANCE USE AND MENTAL HEALTH CONDITIONS. 0 0 4830626 0 3193896 CARING EXPERTS AT THE HAZELDEN BETTY FORD FOUNDATION IN NEW YORK DELIVER A WIDE ARRAY OF SERVICES TO INDIVIDUALS AND FAMILIES SEEKING RECOVERY FROM SUBSTANCE USE AND MENTAL HEALTH CONDITIONS. HAZELDEN BETTY FORD IN NEW YORK PROVIDES INTENSIVE OUTPATIENT (IOP) AND OUTPATIENT (OP) LEVELS OF CARE AT OUR NEWLY RENOVATED AND EXPANDED FACILITY IN THE TRIBECA NEIGHBORHOOD OF NEW YORK CITY'S MANHATTAN BOROUGH. PROGRAMMING SPECIALIZES IN TREATMENT OF PATIENTS WITH SUBSTANCE USE DISORDER AND CO-OCCURRING MENTAL HEALTH CHALLENGES. IT ALSO HAS AN IOP AND OP TRACK FOR INDIVIDUALS FROM THE LGBTQIA+ COMMUNITY. THE NEW YORK TEAM OFFERS ASSESSMENT AND EVALUATION; INTENSIVE OUTPATIENT PROGRAMS AND EXTENDED OUTPATIENT SERVICES DURING MORNING, AFTERNOON AND EVENING HOURS; MEDICATION ASSISTED TREATMENT OPTIONS; FAMILY PROGRAMMING; AND MENTAL HEALTH SERVICES. OUR TRIBECA LOCATION SERVES THE NEW YORK METROPOLITAN AREA, WHILE ALSO PROVIDING AN ACCESS POINT TO ALL THE OTHER RESOURCES WITHIN THE HAZELDEN BETTY FORD FOUNDATION NATIONWIDE. IN 2024, THE FOLLOWING NUMBER OF PEOPLE DIRECTLY BENEFITED FROM RECOVERY SERVICES PROVIDED BY THE TEAM AT HAZELDEN BETTY FORD IN NEW YORK - INTENSIVE OUTPATIENT 402 - MENTAL HEALTH 283 - OUTPATIENT 221 - TOTAL PATIENTS SERVED 906 HAZELDEN BETTY FORD IN NEW YORK OPERATES AS A COMMUNITY-BASED RECOVERY HUB WITH MONTHLY ON-SITE ALUMNI MEETINGS AND VIRTUAL SELF-HELP SUPPORT MEETINGS. IN ADDITION, THE SITE MAKES SPACE AVAILABLE TO NUMEROUS TWELVE STEP MEETINGS SUCH AS AA (ALCOHOLICS ANONYMOUS) NA (NARCOTICS ANONYMOUS) AND ACOA (ADULT CHILDREN OF ALCOHOLICS). 4830626 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 0 0 0 1 X 5 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X VICKIE KELLEY INTERIM TREASURER 6512134864 15251 PLEASANT VALLEY ROAD CENTER CITY MN 55012 X DR JOSEPH LEE PRESIDENT & CEO 5.00 55.00 X X 0 799604 45100 ARNOLD STUEBER TREASURER 5.00 55.00 X X 0 427055 76289 EMILY PIPER SECRETARY 5.00 55.00 X X 0 379974 79746 ELIANA LEVE DIRECTOR OF NEW YORK SERVI 45.00 X 148431 0 53343 STANISLAV VOREL MEDICAL DIRECTOR 45.00 X 173371 0 6615 CATHERINE MONTIFIORE MANAGER, OUTPATIENT PROGRA 40.00 X 117683 0 24272 ROSARIE FOLEY MANAGER, INTEGRATED OUTPAT 40.00 X 117092 0 7335 ANDREA KANTER MENTAL HEALTH PROFESSIONAL 40.00 X 102632 0 40495 659209 1606633 333195 5 0 1 0 0 252053 252053 PATIENT SERVICES 621400 3185393 3185393 8503 8503 3193896 12100 12100 3458049 3193896 0 12100 2129935 2129935 112005 112005 285707 285707 165230 165230 157516 157516 212105 212105 33091 33091 109617 109617 2661 2661 872604 872604 98148 98148 CORPORATE SUPPORT 1532333 521399 1010934 PURCHASED SERVICES 74941 74941 PROGRAM CLIENT SUPPLIES 16058 16058 LAB WORK 9040 9040 30569 30569 5841560 4830626 1010934 0 144641 0 127643 45000 444343 393285 17219002 7180412 10908120 10038590 46286786 50159789 57911533 60636664 131326 139721 79723040 84938431 79854366 85078152 X -22424055 -24834978 481222 393490 -21942833 -24441488 57911533 60636664 X -2383511 -115144 X X 0 1 X 0 1 1 X 226613 541315 410531 245703 252053 1676215 3974105 2999440 2749651 2942574 3193896 15859666 4200718 3540755 3160182 3188277 3445949 17535881 45000 80000 125000 0 45000 80000 125000 17410881 4321 15653 16980 12100 49054 4321 15653 16980 12100 49054 4205039 3556408 3160182 3205257 3458049 17584935 0.99010 0.97590 0.00280 0.00310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118462 12100 5964 124598 107546 16980 6064 118462 135919 -22645 5728 107546 126154 15653 5888 135919 127743 4319 5908 126154 0.00000 1.00000 0.00000 0 1 1 16360424 6623989 9736435 858503 556423 302080 75 75 10038590 INTERCOMPANY RECEIVABLES 50159789 50159789 INTERCOMPANY PAYABLES 84938431 84938431 X PART V, LINE 4: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED TO PROVIDE FINANCIAL AID TO QUALIFIED PATIENTS. PART X, LINE 2: IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS, HAZELDEN NEW YORK RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERIT OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF HAZELDEN NEW YORK AND VARIOUS TAX POSITIONS RELATED TO POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. HAZELDEN NEW YORK HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. 0 0 0 0 0 0 0 0 0 DR JOSEPH LEE PRESIDENT & CEO 0 626983 0 138149 0 34472 0 43700 0 1400 0 844704 0 0 ARNOLD STUEBER TREASURER 0 379237 0 47234 0 584 0 35148 0 41141 0 503344 0 0 EMILY PIPER SECRETARY 0 319337 0 60143 0 494 0 34282 0 45464 0 459720 0 0 ELIANA LEVE DIRECTOR OF NEW YORK SERVI 147539 0 0 0 892 0 9939 0 43404 0 201774 0 0 0 STANISLAV VOREL MEDICAL DIRECTOR 172737 0 0 0 634 0 6046 0 569 0 179986 0 0 0 PART I, LINE 3 HAZELDEN NEW YORK RELIES ON A RELATED ENTITY, HAZELDEN BETTY FORD FOUNDATION, TO DETERMINE THE COMPENSATION OF THE CEO. HAZELDEN BETTY FORD FOUNDATION USES ONE OR MORE OF THE METHODS ON PART I, LINE 3 TO DETERMINE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION A, LINE 1B: BOARD MEMBERS ARE EMPLOYEES OF HAZELDEN BETTY FORD FOUNDATION AND THEREFORE ARE NOT INDEPENDENT. HOWEVER, THE HAZELDEN BETTY FORD FOUNDATION BOARD OF TRUSTEES IS COMPRISED OF ONLY INDEPENDENT BOARD MEMBERS AND THE BOARD APPOINTS THE MEMBERS OF THE HAZELDEN NEW YORK BOARD AND PROVIDES OVERSIGHT OF THEIR ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 HAZELDEN BETTY FORD FOUNDATION IS THE SOLE MEMBER OF HAZELDEN NEW YORK. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER, HAZELDEN BETTY FORD FOUNDATION WILL ELECT ALL MEMBERS OF THE GOVERNING BODY OF HAZELDEN NEW YORK. FORM 990, PART VI, SECTION A, LINE 8B HAZELDEN NEW YORK HAS NO COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B HAZELDEN NEW YORK SENT ITS FORM 990 VIA EMAIL TO BOARD MEMBERS FOR REVIEW AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C HAZELDEN BETTY FORD FOUNDATION, THE SOLE MEMBER OF HAZELDEN NEW YORK, MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER DOES DISCLOSE A POTENTIAL CONFLICT, THAT PERSON EXCUSES HIM OR HERSELF FROM VOTING ON A PARTICULAR ISSUE. ALL BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A HAZELDEN BETTY FORD HAS AN ESTABLISHED PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO, OTHER OFFICERS AND KEY EMPLOYEES. THE HAZELDEN BETTY FORD FOUNDATION BY-LAWS DELEGATE RESPONSIBILITY FOR DETERMINING COMPENSATION FOR THE PRESIDENT AND CEO, OTHER OFFICERS AND KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE APPROVES, AS NECESSARY, THE COMPENSATION PHILOSOPHY FOR HAZELDEN BETTY FORD FOUNDATION. HAZELDEN BETTY FORD HAS ESTABLISHED A COMPENSATION PROCESS FOR EXECUTIVES THAT PROVIDES HAZELDEN BETTY FORD WITH A REBUTTABLE PRESUMPTION OF REASONABLENESS AS DEFINED UNDER INTERMEDIATE SANCTION REGULATIONS--EXCESS BENEFIT TRANSACTIONS, IRS SECTION 4958. EACH YEAR THE BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THE DOCUMENTS ARE REVIEWED BY HAZELDEN BETTY FORD'S GENERAL COUNSEL AND IF A BOARD MEMBER HAS A CONFLICT OF INTEREST THEY ARE NOT INVOLVED IN ANY COMPENSATION DECISIONS. THE EXECUTIVE COMMITTEE IN PARTNERSHIP WITH HUMAN RESOURCES, ENGAGES THE USE OF AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT TO IDENTIFY COMPARABLE MARKET DATA FOR COMPARABLE POSITIONS FOR THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS CONSISTENT WITH THE APPROVED COMPENSATION PHILOSOPHY. GENERALLY, THE MARKET ANALYSIS INCLUDES COMPETITIVE DATA FROM PUBLISHED SURVEY SOURCES, AND MAY BE SUPPLEMENTED WITH COMPENSATION DATA FROM CUSTOM 990 ANALYSES. WHERE POSSIBLE, COMPETITIVE DATA IS PULLED FROM ORGANIZATIONS SIMILAR IN SIZE, REVENUE AND INDUSTRY. THE COMPENSATION CONSULTANT ANALYZES THE PAY PACKAGES OF THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS BY REVIEWING BASE SALARY, TOTAL CASH COMPENSATION (SALARY PLUS ANNUAL INCENTIVE AT BOTH TARGET AND ACTUAL LEVELS). IN ADDITION, THE EXECUTIVE COMMITTEE REVIEWS THE TOTAL COMPENSATION PACKAGE OF THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS. THE TOTAL COMPENSATION PACKAGE INCLUDES TOTAL DIRECT COMPENSATION PLUS SEVERANCE, EMPLOYEE BENEFITS, PERQUISITES AND ANY OTHER PAY. COMPARABLE MARKET DATA ARE REVIEWED AND DISCUSSED BY THE EXECUTIVE COMMITTEE AND MINUTES RECORD THOSE DISCUSSIONS AND ANY RESULTING COMPENSATION DECISIONS. A COMPENSATION REVIEW FOR THE PRESIDENT AND CEO WAS MOST RECENTLY DONE IN AUGUST 2023. THE COMPENSATION REVIEW FOR OTHER OFFICERS AND KEY EMPLOYEES WAS COMPLETED IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 HAZELDEN BETTY FORD FOUNDATION, THE SOLE MEMBER OF HAZELDEN NEW YORK, MAKES ITS ANNUAL REPORT AVAILABLE TO THE PUBLIC VIA ITS WEBSITE AT WWW.HAZELDENBETTYFORD.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VII, SECTION A: THE ORGANIZATION DOES NOT HAVE ANY PERSON WITH ULTIMATE RESPONSIBILITY FOR IMPLEMENTING DECISIONS OF THE BOARD OTHER THAN THE BOARD MEMBERS IN THEIR CAPACITY AS OFFICERS OF HAZELDEN BETTY FORD FOUNDATION. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED-INTERCOMPANY TRANSACTIONS -115,144. FORM 990, PART XII, LINE 2C: HAZELDEN NEW YORK DOES NOT HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. HOWEVER, AS THE SOLE MEMBER, HAZELDEN BETTY FORD FOUNDATION'S AUDIT COMMITTEE ASSUMES THE OVERSIGHT RESPONSIBILITY FOR THE CONSOLIDATED AUDIT OF THE FOUNDATION AND ITS RELATED ENTITIES AND THE SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. HAZELDEN BETTY FORD FOUNDATION PO BOX 11 CENTER CITY MN 55012 410682405 INPATIENT AND OUTPATIENT ADDICTION AND MENTAL HEALTH CARE MN 501(C)(3) LINE 3 N/A 0 HAZELDEN CHICAGO PO BOX 11 CENTER CITY MN 55012 364099403 SUBSTANCE USE AND MENTAL HEALTH SERVICES IL 501(C)(3) LINE 10 HAZELDEN BETTY FORD FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0