2026-05-15T12:03:35-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-07-01 232176338 MAZZONI CENTER MAZZ 2155630652 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 DAN CLEMONS CHIEF FINANCAL OFFICER 2155630652 2026-05-14 1 1 WILLIAM A LOUGHERY P01603932 2156433900 2026-05-14 2024 2025-03-06 01:10:19Z SIMON TROWELL 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 41261992 0 1 X WWW.MAZZONICENTER.ORG X 1979 PA TO PROVIDE QUALITY COMPREHENSIVE HEALTH, WELLNESS AND LEGAL SERVICES IN AN LGBTQ-FOCUSED ENVIRONMENT. 13 13 193 60 0 0 9169114 6844205 6444014 33020744 71971 -47794 26923 44559 15712022 39861714 0 0 0 0 11821081 12138152 0 0 603935 6053496 26642334 17874577 38780486 -2162555 1081228 23096884 23001181 19777240 18611142 3319644 4390039 X THE MISSION OF MAZZONI CENTER IS TO "PROVIDE QUALITY COMPREHENSIVE HEALTH AND WELLNESS SERVICES IN AN LGBTQ-FOCUSED ENVIRONMENT, WHILE PRESERVING THE DIGNITY AND IMPROVING THE QUALITY OF LIFE OF THE INDIVIDUALS WE SERVE." 0 0 29127867 0 27495116 MEDICAL AND BEHAVIORAL CARE SERVICES:THE ORGANIZATION OPERATES THE LARGEST COMMUNITY-BASED HEALTH CENTER IN PHILADELPHIA SERVING LGBTQ+ COMMUNITIES IN THE REGION. THE CENTER PROVIDES PRIMARY CARE, PREVENTATIVE CARE, GYNECOLOGICAL SERVICES, FAMILY PLANNING, HIV SCREENING AND CARE, STD SCREENING AND TREATMENT, LAB SERVICES AND VACCINE ADMINISTRATION. THE ORGANIZATION PROVIDED 25,650 BILLABLE MEDICAL VISITS DURING FISCAL YEAR 2025. EXPENSES ARE ALSO OFFSET BY CONTRIBUTION INCOME NOT INCLUDED IN THE TOTAL REVENUE AMOUNT ABOVE INCLUDING CONTRIBUTIONS FROM INDIVIDUALS AND GOVERNMENT SUPPORT TO HELP OFFSET THE DISCOUNTED AND FREE CARE PROVIDED TO THE COMMUNITY. THE ORGANIZATION BECAME AN FQHC LOOKALIKE IN 2023.CONTINUED ON SCHEDULE O.THE ORGANIZATION ALSO PROVIDES OUTPATIENT MENTAL HEALTH COUNSELING AND SUBSTANCE ABUSE TREATMENT SPECIFICALLY SERVING LGBTQ+ COMMUNITIES IN PHILADELPHIA. SERVICES INCLUDE INDIVIDUAL, COUPLE, FAMILY, AND GROUP THERAPY. THE CONTINUUM OF BEHAVIORAL HEALTH SERVICES ALSO INCLUDES PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT. IN FISCAL YEAR 2025, THE ORGANIZATION CONDUCTED 3,996 BILLABLE BEHAVIORAL HEALTH VISITS. 1639844 0 1812155 PREVENTION AND EDUCATION SERVICES:THE ORGANIZATION PROVIDES COMMUNITY OUTREACH (STREET, INTERNET, SOCIAL MEDIA, ETC.) AIMED AT LINKING AT-RISK INDIVIDUALS TO HIV TESTING, STI SCREENING, AND OTHER SERVICES. THE ORGANIZATION OPERATES ONE OF THE LARGEST PRIVATE HIV TESTING PROGRAMS IN PHILADELPHIA. IN FISCAL YEAR 2025, THE ORGANIZATION PROVIDED 925 HIV TESTS TO THE COMMUNITY. THE OUTREACH TEAM ALSO DISTRIBUTED 155,000 CONDOMS IN THE COMMUNITY.CONTINUED ON SCHEDULE O.THE ORGANIZATION PROVIDES EDUCATION AND PROFESSIONAL DEVELOPMENT TRAININGS ON LGBTQ SPECIFIC ISSUES TO MEDICAL, BEHAVIORAL HEALTH, LEGAL, AND OTHER SERVICES PROVIDERS IN PENNSYLVANIA. IN FISCAL YEAR 2025, 4,794 INDIVIDUALS RECEIVED EDUCATION SERVICES. 3936382 0 3713473 SOCIAL CARE SERVICES:THE ORGANIZATION PROVIDES MEDICAL CASE MANAGEMENT FOR PEOPLE LIVING WITH HIV/AIDS AND AT-RISK LGBTQ YOUTH AND ADULTS. SERVICES INCLUDE BIOPSYCHOSOCIAL ASSESSMENT, COORDINATION OF MEDICAL CARE, AND ACCESS TO HEALTH INSURANCE AND OTHER BENEFITS. THE PROGRAM ALSO PROVIDES HOUSING SUBSIDIES AND FOOD BANK SERVICES FOR PEOPLE LIVING WITH HIV/AIDS AND THEIR FAMILIES. IN FISCAL YEAR 2025, 715 INDIVIDUALS WERE PROVIDED OVER 95,000 POUNDS OF FOOD, CASE MANAGEMENT SERVED OVER 823 INDIVIDUALS, AND BENEFITS NAVIGATION PROVIDED 117 PATIENTS WITH ASSISTANCE IN SUBMITTING PUBLIC BENEFIT APPLICATIONS. OTHER PROGRAMS PROVIDING CRITICAL SERVICES TO THE COMMUNITY INCLUDE HOUSING SUBSIDY SERVICES, LINKAGE TO MEDICAL CARE, AND ONGOING CONNECTIONS TO COMMUNITY RESOURCES. 34704093 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 138 0 193 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X DANIEL CLEMONS 2155630652 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 JEFF DOUCETTE PRESIDENT 10.00 X 0 0 0 KARL-ANTHONY JONES VICE PRESIDENT 10.00 X 0 0 0 DEMOSTHENES LYMBEROPOULOS TREASURER 10.00 X 0 0 0 JIM HOELZ SECRETARY (SINCE 3/25) 10.00 X 0 0 0 CHESLEY BURRUS DIRECTOR (SINCE 1/25) 2.00 X 0 0 0 TAYLOR COBB DIRECTOR (UNTIL 6/25) 2.00 X 0 0 0 LAUREN HART DIRECTOR 2.00 X 0 0 0 JOSHUA JOHNSON DIRECTOR 2.00 X 0 0 0 AKSHAY KAMATH DIRECTOR 2.00 X 0 0 0 CLAY KLAUS-WADE DIRECTOR 2.00 X 0 0 0 SUSAN MELLE DIRECTOR (SINCE 5/25) 2.00 X 0 0 0 MICHAEL K NGUYEN DIRECTOR (UNTIL 5/25) 2.00 X 0 0 0 MARIANNE PRICE DIRECTOR (UNTIL 11/24) 2.00 X 0 0 0 ACE QUINTANA DIRECTOR 2.00 X 0 0 0 DYLAN VAN DUYNE DIRECTOR 2.00 X 0 0 0 CHRISTOPHER WILSON DIRECTOR 2.00 X 0 0 0 SULTAN SHAKIR PRES. & EXEC. OFFICER (UNTIL 6/25) 40.00 X 201573 0 22640 RACHELLE TRITINGER EXEC FINANCIAL OFFICER (UNTIL 9/24) 40.00 X 113347 0 8943 DANIEL CLEMONS CFO (SINCE 10/24) 40.00 X 25665 0 15781 SIMON TROWELL CEO - INTERIM (SINCE 3/25) 40.00 X 0 0 0 STACEY TROOSKIN CHIEF MEDICAL OFFICER 40.00 X 274846 0 15761 ALECIA MANLEY CHIEF OPERATING OFFICER 40.00 X 183435 0 24535 MARK WATKINS PHYSICIAN 40.00 X 200442 0 25653 WILLIAM SWIGGARD PHYSICIAN 40.00 X 212308 0 13319 JANET HINES PHYSICIAN 40.00 X 212231 0 11278 HILARY ROSENSTEIN ASSISTANT MEDICAL DIRECTOR 40.00 X 195158 0 26408 RACHEL SPRINGER PHYSICIAN 40.00 X 194182 0 22882 1813187 0 187200 22 0 1 0 ATHENAHEALTH INC PO BOX 415615 BOSTON MA 02241 ELECTRONIC MEDICAL RECORD SYSTEM 568849 CLIFTON LARSON ALLEN LLP PO BOX 829709 PHILADELPHIA PA 19182 ACCOUNTING / AUDITING 214444 ANGELLA WELLS ADVISORY GROUP LLC 30 S 15TH STREET SUITE 1550 PHILADELPHIA PA 19102 BUSINESS CONSULTANT 180000 LABORATORY CORP OF AMERICA HOLDINGS PO BOX 12140 BURLINGTON NC 27216 LABORATORY PROCESSING SERVICES 149625 4 86352 5679511 1078342 6844205 THIRD PARTY BILLING 621400 32746678 32746678 PHILA. TRANS WELLNESS CONFERENCE 611430 151672 151672 PROFESSIONAL DEVELOPMENT/TRAINING 611430 114838 114838 MEDICAL RECORDS 621400 7556 7556 33020744 70900 70900 85202 0 85202 85202 85202 1221826 1340520 -118694 -118694 -118694 19035 86352 59758 -40723 -40723 OTHER REVENUE 900099 80 80 80 39861714 33020744 0 -3235 999825 116321 854411 29093 8782172 7533356 945703 303113 159228 153353 5875 1436112 1167503 219530 49079 760815 642584 90498 27733 27337 10385 14324 2628 214444 214444 70000 70000 13016 13016 616369 469148 126603 20618 423352 264346 138541 20465 130777 50996 77892 1889 406177 132931 268323 4923 23029 17959 3921 1149 995194 806107 159231 29856 436262 353372 69802 13088 343435 282986 54691 5758 340B EXPENSES 19869580 19869580 PROGRAM RENT 1591248 1591248 PROGRAM EXPENSES 830031 830031 DUES AND SUBSCRIPTIONS 212094 79406 99773 32915 439989 332481 51755 55753 38780486 34704093 3472458 603935 114941 576032 71802 68258 972192 8127312 7619169 7583 7195 47280 189984 16525405 4322344 12581961 12203061 1558840 1025739 271108 100723 49511 34626 266546 204202 23096884 23001181 7690448 7926375 492812 327276 10781592 9609543 554750 551563 257638 196385 19777240 18611142 X 2654788 4172105 664856 217934 3319644 4390039 23096884 23001181 X 1081228 159552 -170385 X 0 1 X 1 1 1 X 7821815 7550023 6159634 9169114 6844205 37544791 7821815 7550023 6159634 9169114 6844205 37544791 37544791 222896 292787 249124 120897 156102 1041806 14114 12179 12286 80 38659 38625256 59784885 0.97200 0.96770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS REVENUE FROM SPECIAL FUNDRAISING EVENTS - PROFESSIONAL DEVELOPMENT - MEDICAL INCENTIVES - 2020 AMOUNT: $ 3,113. 2021 AMOUNT: $ 12,146. LEGAL SETTLEMENTS-CLIENT CASES - MEDICAL RECORDS - REFUNDS - EXTERNAL AGENCIES - JURY DUTY - OTHER REVENUE - 2020 AMOUNT: $ 11,001. 2021 AMOUNT: $ 33. 2023 AMOUNT: $ 12,286. 2024 AMOUNT: $ 80. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 70000 0 0 70000 0 PART II-B, LINE 1: MAZZONI CENTER RETAINS A THIRD PARTY LOBBYING FIRM TO REPRESENT THE ORGANIZATION'S INTERESTS BEFORE THE STATE LEGISLATURE. THE FIRM COMMUNICATES WITH LEGISLATORS ON ISSUES RELEVANT TO MAZZONI CENTER'S MISSION AND ADVISES THE ORGANIZATION ON LEGISLATIVE DEVELOPMENTS AND PROPOSED BILLS. 14282712 2929293 11353419 1159107 330651 828456 1083586 1062400 21186 12203061 LEASE LIABILITY 196385 196385 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. BECAUSE THE ORGANIZATION IS THE SOLE MEMBER OF THE LLC, THE LLC WILL BE TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES AND, THEREFORE, THEIR ACTIVITIES ARE COMBINED WITH THE ORGANIZATION AND REPORTED AS ONE. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. MAZZONI HONORS 105387 86352 19035 28897 6024 3137 21700 105387 86352 19035 28897 6024 3137 21700 59758 -40723 X X X X X 1 0 0 0 0 0 0 0 0 STACEY TROOSKIN CHIEF MEDICAL OFFICER 274846 0 0 0 0 0 14808 0 953 0 290607 0 0 0 MARK WATKINS PHYSICIAN 200442 0 0 0 0 0 11635 0 14018 0 226095 0 0 0 WILLIAM SWIGGARD PHYSICIAN 212308 0 0 0 0 0 3871 0 9448 0 225627 0 0 0 SULTAN SHAKIR PRES. & EXEC. OFFICER (UNTIL 6/25) 201573 0 0 0 0 0 9769 0 12871 0 224213 0 0 0 JANET HINES PHYSICIAN 212231 0 0 0 0 0 10325 0 953 0 223509 0 0 0 HILARY ROSENSTEIN ASSISTANT MEDICAL DIRECTOR 195158 0 0 0 0 0 12390 0 14018 0 221566 0 0 0 RACHEL SPRINGER PHYSICIAN 194182 0 0 0 0 0 10011 0 12871 0 217064 0 0 0 ALECIA MANLEY CHIEF OPERATING OFFICER 183435 0 0 0 0 0 11631 0 12904 0 207970 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING THE PRESIDENT & CEO'S COMPENSATION WAS SET BY BENCHMARKING WITH SIMILAR ORGANIZATIONS, DISCUSSED WITH THE EXECUTIVE COMMITTEE, AND APPROVED BY THE BOARD. THE BOARD APPROVED THE CEO'S SALARY FOR THE FISCAL YEAR BY WAY OF APPROVING THE BUDGET FOR FISCAL YEAR 2025. PART I, LINE 4A SULTAN SHAKIR'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $62,024 FOR CHANGE OF CONTROL PAYMENT; TERMS AND CONDITIONS WERE AS FOLLOWS: CEO TRANSITION PAYOUT UNTIL END OF FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE - CONSISTS OF THE OFFICERS OF THE BOARD AND CEO AS A NON-VOTING MEMBER. THE BOARD PRESIDENT MAY APPROVE ONE ADDITIONAL, NON-OFFICER DIRECTOR TO SERVE AS AN AT-LARGE, VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT ONLY DURING INTERVALS BETWEEN MEETINGS OF THE BOARD AND DURING EMERGENCIES AS DEFINED IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW OF 1988. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE ORDINARY BUSINESS AND AFFAIRS OF THE CORPORATION, CONSISTENT WITH THE GENERAL POWERS AS DEFINED IN ARTICLE III, SECTION 1 OF THE ORGANIZATIONS BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE CFO AND DESIGNATED BOARD/COMMITTEE MEMBERS. PRIOR TO FILING, THE ENTIRE BOARD RECEIVES A COMPLETE COPY OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. AN INTERESTED PERSON IS A PERSON WHO HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT OR FAMILY: (1) AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH MAZZONI CENTER HAS A TRANSACTION OR ARRANGEMENT, (2) A COMPENSATION ARRANGEMENT WITH MAZZONI CENTER, (3) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH MAZZONI CENTER IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. A FINANCIAL INTEREST IS NOT NECESSARILY A CONFLICT OF INTEREST. A CONFLICT OF INTEREST WILL EXIST ONLY IF THE BOARD OR EXECUTIVE COMMITTEE DECIDES THAT SUCH CONFLICT EXISTS. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST TO THE BOARD OR EXECUTIVE COMMITTEE. AFTER MAKING THE PRESENTATION REGARDING A TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION AND THE VOTE. ANY TRANSACTION EXCEEDING $5,000 AND INVOLVING A POSSIBLE CONFLICT OF INTEREST MUST BE PRESENTED BY STAFF TO THE BOARD OR EXECUTIVE COMMITTEE. THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN MAZZONI CENTER'S BEST INTEREST, AND WHETHER IT IS FAIR AND REASONABLE. EACH DIRECTOR AND OFFICER SHALL ANNUALLY SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. THE BOARD PRESIDENT OVERSEES THIS PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE PRESIDENT & CEO'S COMPENSATION WAS SET BY BENCHMARKING WITH SIMILAR ORGANIZATIONS, DISCUSSED WITH THE EXECUTIVE COMMITTEE, AND APPROVED BY THE BOARD. THE BOARD APPROVED THE CEO'S SALARY FOR THE FISCAL YEAR BY WAY OF APPROVING THE BUDGET FOR FISCAL YEAR 2025. THE PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION INCLUDES USING MARKET BENCHMARKS AND COMPARABILITY DATA FROM OTHER ORGANIZATIONS OF COMPARABLE SIZE IN THE SAME MARKET. OTHER OFFICER AND KEY EMPLOYEES COMPENSATION IS THEN FORMALIZED IN A CONTRACT AGREEMENT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION HAS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -170,385. 1334-48 BAINBRIDGE STREET LLC 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 821911541 LEASING AND IMPROVING REAL PROPERTY PA 85202 13263098 MAZZONI CENTER