2016-05-16T14:37:25-05:00 2015-06-30 521900151 MURRAY WAMSLEY & SCHRADER LLC 22738 MAPLE RD STE 201 LEXINGTON PARK MD 20653 990 2014-07-01 521267498 WALDENSIERRA CORPORATION WALD 3019971300 30007 BUSINESS CENTER DRIVE CHARLOTTE HALL MD 20622 KATHLEEN O'BRIEN CEO 3019971300 2016-04-01 true MARY ANN MURRAY CPA P00523545 3018623367 2016-03-31 2014 2016-08-17 19:52:53Z KATHLEEN O'BRIEN 30007 BUSINESS CENTER DRIVE CHARLOTTE HALL MD 20622 6559612 false X WWW.WALDENSIERRA.ORG X 1982 MD 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. 9 9 148 9 0 1417473 34791 6757687 6515076 -548 1662 -2706 -7458 8171906 6544071 0 0 4532432 3978364 0 7737 2444571 2566224 6977003 6544588 1194903 -517 5222238 4833105 2897057 2508441 2325181 2324664 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. false false 3584667 4176844 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 2015, 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/DFZ OPENED IN JANUARY 2013, PROVIDING PEER SUPPORT FOR YOUTHS. THE TWO PROGRAMS SERVE AN AVERAGE OF 300 GUESTS MONTHLY VIA STRUCTURED, DROP IN, RECOVERY COACHING, SPECIAL EVENTS AND HOSTING ACTIVITIES. 2315227 2338232 WE ARE SEEING A SIGNIFICANT INCREASE IN YOUNG ADULTS WITH OPIATE ADDICTION IN NEED OF OUR SERVICES. AN AGENCY LEADER 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. IN THE MOST RECENTLY COMPLETED FISCAL YEAR, WALDEN 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, ON-SITE PSYCHIATRIC SERVICES; AND ULTIMATELY ACHIEVING QUALIFICATION AS A COMMUNITY MENTAL HEALTH CLINIC IN FY 13. 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 PRE-TRIAL DIVERSION AND MEDICATION- ASSISTED TREATMENT. 5899894 true true false false false false false false false false true false false false true true false true false false false false false false true false false false false false false false false false false false false false false false false false true false false false false true 12 0 true 148 true false false false false false true true false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false MD X KATHLEEN O'BRIEN 3019971300 21770 FDR BLVD LEXINGTON PARK MD 20653 FLOYD WARREN DIRECTOR 1.00 X 0 0 0 LIBBY BLAIR DIRECTOR 1.00 X 0 0 0 DELORES GREENE SECRETARY 1.00 X X 0 0 0 DANIEL ICHNIOWSKI PRESIDENT 1.00 X X 0 0 0 JAY DUKE DIRECTOR 1.00 X 0 0 0 JULIE RANDALL TREASURER 1.00 X X 0 0 0 JANE SYPHER VICE PRESIDE 1.00 X X 0 0 0 ELENA JIMENEZ DIRECTOR 1.00 X 0 0 0 SUSAN SMITH DIRECTOR 1.00 X 0 0 0 KATHLEEN O'BRIEN CEO 40.00 X 135552 0 12712 GARY LYNCH COO 40.00 X 105068 0 8695 CHARLES WOOD CFO 40.00 X 94555 0 1762 BETSY LENHART-COOKSEY CLINICAL DIR 40.00 X 78195 0 18678 413370 41847 2 false false false CHESAPEAKE EDUCATION LLC 40001 STILLWATER LN LEONARDTOWN MD 20650 NURSING SERVICE 420725 SMOKIN DEB'S CATERING 38325 PLEASANT VIEW DR CHARLOTTE HALL MD 20622 FOOD SERVICE 170710 BARTON ASSOCIATES 300 JUBILEE DR PEABODY MA 01960 HEALTHCARESTAFF 153000 3 187 15810 18794 34791 PROGRAM REV - OUTPATIENT 624100 4176844 4176844 PROGRAM REV - RESIDENTIAL 623990 2338232 2338232 6515076 349 349 4255 2942 1313 1313 1313 3127 15810 12599 -9472 -9472 MISCELLANEOUS 900099 2014 2014 2014 6544071 6515076 -5796 X 403334 292660 110674 2854984 2695216 157998 1770 46865 46826 39 411060 377904 32922 234 262121 240720 21256 145 753 613 140 29350 29350 940676 923705 16971 15530 9576 5954 100522 49579 48406 2537 31202 30510 658 34 298183 268694 29489 17048 15833 1133 82 87990 84428 3528 34 226748 166301 60447 51786 51786 FOOD SERVICE 208724 208724 REPAIRS & MAINTENANCE 137066 126266 10153 647 SMALL EQUIPMENT 102378 102378 FOOD AND KITCHEN SUPPLIES 77122 77122 241146 182839 56092 2215 6544588 5899894 636957 7737 57835 42267 10000 10000 97775 165942 527154 277597 38657 6029499 1707789 4473939 4321710 929 950 5676 4366 10273 10273 5222238 4833105 511854 448203 23462 30747 2318030 1956352 43711 73139 2897057 2508441 X 2279714 2272198 45467 52466 2325181 2324664 5222238 4833105 -517 X false true X false true true X 58943 54232 29002 1417473 34791 1594441 4841529 5368502 6181089 6757687 6515076 29663883 223850 208209 209565 130072 771696 5124322 5630943 6419656 8305232 6549867 32030020 32030020 2208 1970 781 566 349 5874 2208 1970 781 566 349 5874 15068 11684 21692 15848 5141 69433 5141598 5644597 6442129 8321646 6555357 32105327 0.99770 0.99710 0.00000 0.00000 X PART III, LINE 12 MISCELLANEOUS 31,980 GROSS FUNDRAISING RECEIPTS 37,453 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 906800 906800 4045806 938510 3107296 213029 118207 94822 175398 118745 56653 688466 532327 156139 4321710 REFUNDABLE ADVANCES 73139 RENT INCENTIVE LIABILITY 73139 X 6555357 12599 12599 6542758 1313 1313 6544071 6555873 12598 12598 6543275 1313 1313 6544588 SCHEDULE D, PAGE 3, PART X ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE AN INCOME TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND CONCLUDED THAT AS OF JUNE 30, 2015 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES NET FOR TAX 12,599 SCHEDULE D, PAGE 4, PART XI, LINE 4B GAIN ON DISPOSITION OF FIXED ASSETS 1,313 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES NET FOR TAX 12,599 ROUNDING -1 SCHEDULE D, PAGE 4, PART XII, LINE 4B GAIN ON DISP OF FIXED ASSETS 1,313 41ST ANNIVERSAR 18937 15810 3127 500 5836 2585 3678 18937 15810 3127 500 5836 2585 3678 12599 -9472 FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 2, PART III, LINE 4A PARK, AND WALDORF. IN FISCAL YEAR 2015, 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/DFZ OPENED IN JANUARY 2013, PROVIDING PEER SUPPORT FOR YOUTHS. THE TWO PROGRAMS SERVE AN AVERAGE OF 300 GUESTS MONTHLY VIA STRUCTURED, DROP IN, RECOVERY COACHING, SPECIAL EVENTS AND HOSTING ACTIVITIES. FORM 990, PAGE 2, PART III, LINE 4B HEALTH CLINIC IN FY 13. 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 PRE-TRIAL DIVERSION AND MEDICATION- ASSISTED TREATMENT. FORM 990, PAGE 6, PART VI, 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. FORM 990, PAGE 6, PART VI, LINE 12C ALL MEMBERS OF THE BOARD SIGN A CORPORATE COMPLIANCE RESOLUTION. PERIODIC UPDATES AND TRAINING ARE PROVIDED TO ENSURE THAT ALL BOARD POLICIES RELATING TO THE CODE OF CONDUCT ARE FOLLOWED. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED BY THE BOARD OF DIRECTORS, DIRECTED BY THE BOARD OF DIRECTORS PRESIDENT, WITH AN EVALUATION OF COMPARABLE SALARIES FROM SIMILAR ORGANIZATIONS IN THE REGION. FORM 990, PAGE 6, PART VI, LINE 15B 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, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, WRITTEN POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G MEDICAL CONSULTANT 3,575 0 0 MEDICAL CONSULTANT 483,022 0 0 SOCIAL WORK CONSULTANT 690 0 0 SPECIAL PROGRAMS CONSULTANT 93,045 150 0 PSYCHIATRIC SERVICES 195,780 0 0 TEMP SERVICES 2,916 4,672 0 TEMP SERVICES 28,735 0 0 INSURANCE COLLECTION SERVICES 111,309 12,149 0 INSURANCE COLLECTION SERVICES 4,633 0 0 FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES NET FOR TAX 12,599 GAIN ON DISPOSITION OF FIXED ASSETS -1,313 SPECIAL EVENT EXPENSES NET FOR TAX -12,599 ROUNDING 1 GAIN ON DISP OF FIXED ASSETS 1,313 WALDEN PROPERTY LLC 30007 BUSINESS CENTER DRIVE CHARLOTTE HALL MD 20622 522341572 REAL ESTAT MD 2673382 WALDEN