2026-05-13T13:37:52-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-07-01 231706895 GAUDENZIA INC GAUD 6102399600 166 WEST MAIN STREET NORRISTOWN PA 194014716 DEJA GILBERT PRESIDENT AND CEO 6102399600 2026-05-12 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2026-05-12 2024 2025-03-06 01:10:19Z X DEJA GILBERT 166 WEST MAIN STREET NORRISTOWN PA 194014716 110830142 0 X WWW.GAUDENZIA.ORG X 1968 PA TO HELP PEOPLE AFFECTED BY CHEMICAL DEPENDENCY, MENTAL ILLNESS AND RELATED CONDITIONS 15 14 1521 264 0 0 24650241 23738049 85389540 85161123 0 529 2093807 1930441 112133588 110830142 0 0 0 0 74451179 75912632 0 0 0 36684225 36792395 111135404 112705027 998184 -1874885 36695645 27269959 16932883 9382082 19762762 17887877 TO PROMOTE LONG-TERM RECOVERY BY PROVIDING COMPREHENSIVE TREATMENT AND SUPPORT TO PEOPLE WITH SUBSTANCE USE DISORDER, CO-OCCURRING MENTAL HEALTH DISORDERS, AND RELATED CONDITIONS, REGARDLESS OF INDIVIDUAL CIRCUMSTANCES. 0 0 65269538 67076740 COMPREHENSIVE TREATMENT: GAUDENZIA HAS A LONG HISTORY OF PROVIDING COMPREHENSIVE TREATMENT TO INDIVIDUALS WITH SUBSTANCE USE DISORDER, MENTAL WELLNESS, AND SOCIAL DETERMINANTS OF HEALTH TO HELP THEM LEAD MORE FULFILLING LIVES. THE CORPORATION PROVIDES TREATMENT AND SUPPORTS THAT PROMOTE RECOVERY, IMPROVE OUTCOMES, AND REDUCE STIGMA; AND ENDEAVORS TO PROMOTE RESEARCH AND THOUGHT LEADERSHIP. GAUDENZIA WAS THE FIRST ORGANIZATION IN PENNSYLVANIA TO PROVIDE PROGRAMS FOR WOMEN AND THEIR CHILDREN IN A RESIDENTIAL SETTING. IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 11156010 11102536 FORENSIC INTENSIVE REHABILITATION: GAUDENZIA OPERATES PROGRAMS FOR CLIENT BASED FORENSIC INTENSIVE REHABILITATION SERVICES. IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 8514378 6981847 TREATMENT SERVICES: THESE SERVICES INCLUDE; (A) PREVENTION AND RECOVERY SUPPORT SERVICES, (B) WITHDRAWAL MANAGEMENT, (C) DETOXIFICATION, AND (D) MEDICATION ASSISTED TREATMENT (MAT). IN ADDITION TO THE PROGRAM REVENUES REPORTED ABOVE, THIS PROGRAM WAS ALSO THE RECIPIENT OF GOVERNMENT GRANTS INCLUDED ON FORM 990 PART VIII, LINE 1E. 84939926 1 1 0 0 0 0 0 0 1 0 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 1 0 0 0 0 1 0 0 0 1 233 0 1521 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CFO 6102399600 166 WEST MAIN STREET NORRISTOWN PA 19401 DEJA GILBERT CHIEF EXECUTIVE OFFICER 32.00 8.00 X X 307582 0 35288 SETH ZUCKERMAN CHAIRPERSON 1.00 0.00 X X 0 0 0 MATT PLEVELICH TREASURER (UNTIL 5/25) 1.00 0.00 X X 0 0 0 PAT CIARROCCHI SECRETARY 1.00 0.00 X X 0 0 0 ALEX CAMERON MEMBER (AS OF 9/24) 1.00 0.00 X 0 0 0 TRACY GILL MEMBER 1.00 0.00 X 0 0 0 DR ANDREW HARRON MEMBER (AS OF 11/24) 1.00 0.00 X 0 0 0 CATHY IMBURGIA MEMBER 1.00 0.00 X 0 0 0 ERIC LORBER MEMBER (AS OF 11/24) 1.00 0.00 X 0 0 0 DR EMILY LOSCALZO MEMBER 1.00 0.00 X 0 0 0 JEANNINE PETERSON MEMBER 1.00 0.00 X 0 0 0 GAVIN POMMERNELLE MEMBER (AS OF 9/24) 1.00 0.00 X 0 0 0 JEFFREY SHAW MEMBER 1.00 0.00 X 0 0 0 DAVID SIEGEL MEMBER (AS OF 3/25) 1.00 0.00 X 0 0 0 NED SPELLS MEMBER (UNTIL 5/25) 1.00 0.00 X 0 0 0 DR GERALD STAHLER MEMBER 1.00 0.00 X 0 0 0 DR KAREN ZIMMER MEMBER (AS OF 9/24) 1.00 0.00 X 0 0 0 DALE KLATZKER EX-OFFICIO CEO (UNTIL 3/24) 32.00 8.00 X 361944 0 88767 PATRICIA MCKERNAN CHIEF OF STAFF (UNTIL 5/25) 40.00 0.00 X 323167 0 58385 ROBERT BRUCE BICKFORD CHIEF FINANCIAL OFFICER (UNTIL 10/24) 40.00 0.00 X 230559 0 39177 DOUG HILTON CHIEF PEOPLE OFFICER (UNTIL 6/24) 40.00 0.00 X 216498 0 48086 MICHAEL ANDERSON CHIEF INFORMATION OFFICER 40.00 0.00 X 223339 0 31736 NIKANT OHRI CHIEF FINANCIAL OFFICER (9/24-10/25) 40.00 0.00 X 68070 0 5990 MARY ELIZABETH NAUGHTON-BECK GENERAL COUNSEL 40.00 0.00 X 235047 0 0 AILEEN COWLEY CONTROLLER 40.00 0.00 X 154176 0 43813 WILLIAM WILSON DIR OF TRAINING & RESEARCH INSTITUTE 40.00 0.00 X 154256 0 31312 BHAVANI RAGHAVAN LOBO CHIEF CLINICAL OFFICER 40.00 0.00 X 150109 0 20307 PHILIP WILLIAM MOORE CHIEF MEDICAL OFFICER 40.00 0.00 X 286538 0 36232 FLORANCE PAIGE EXECUTIVE DIRECTOR 40.00 0.00 X 196298 0 47520 STEPHEN JOHN LLEWELLYN FACILITIES DIRECTOR 40.00 0.00 X 165776 0 58926 KRISTY BLALOCK VP OF GROWTH AND STRATEGY 40.00 0.00 X 193779 0 10996 BRANDI ERNST CHIEF IMPACT OFFICER 40.00 0.00 X 151085 0 23235 3418223 0 579770 12 0 1 0 MEDICAL BILLING SERVICES LLC 4152 W BLUE HERON BLVD STE 129 RIVIERA BEACH FL 33404 BILLING SERVICES 1417312 AMERGIS HEALTHCARE STAFFING INC 7223 LEE DEFOREST DR COLUMBIA MD 21046 STAFFING 541041 ROADRUNNER RECYCLING INC ONE PPG PLACE FL 33 PITTSBURGH PA 15222 TRASH REMOVAL 539375 TOUSSAINT MORDECAI DBA DYNAMO CLEANING 619 GLENWOOD AVENUE EAST LANDSDOWNE PA 19050 HOUSEKEEPING SERVICES 273293 BRETT E WILLS 21 QUAKER HILLS RD LANCASTER PA 17603 MEDICAL CONSULTATIONS 238747 24 23240149 497900 310793 23738049 MANAGED CARE 624200 82241267 82241267 PROGRAM SERVICE RENTAL FEES 624200 1533440 1533440 INSURANCE REVENUE 624200 1319571 1319571 SELF-PAY REVENUE 624200 66845 66845 85161123 529 529 ADMINISTRATIVE FEE INCOME 900099 1754040 1754040 INSURANCE RECOVERIES AND REFUNDS 900099 175920 175920 481 481 1930441 110830142 85161123 0 1930970 2725935 2725935 57194515 44584612 12609903 852141 788465 63676 10761881 8546498 2215383 4378160 3421155 957005 283596 113938 169658 229640 92261 137379 5768546 3342025 2426521 3957264 1364514 2592750 9276233 9004905 271328 740978 309692 431286 41272 41272 230243 107837 122406 1783436 1458956 324480 FOOD 3524097 3516835 7262 REPAIRS AND MAINTENANCE 2984740 2648449 336291 HOUSEKEEPING 2225700 2032109 193591 BAD DEBT EXPENSE 1552440 1182020 370420 4194210 2425655 1768555 112705027 84939926 27765101 0 2709930 1686130 157007 17512 17030364 14656130 1182186 440362 1886476 592469 1385754 1294007 14230404 9175818 36695645 27269959 8911732 7668265 306894 250121 30647 11230 275642 301530 7407968 1150936 16932883 9382082 X 19762762 17887877 19762762 17887877 36695645 27269959 -1874885 0 X 0 1 X 1 1 1 X 32530064 26911395 22835801 24650241 23738049 130665550 59802468 79017952 84723352 85389540 85161123 394094435 92332532 105929347 107559153 110039781 108899172 524759985 0 0 0 524759985 13 3 131 529 676 13 3 131 529 676 1593753 2403656 2144272 2093807 1930441 10165929 93926298 108333006 109703556 112133588 110830142 534926590 0.98100 0.98360 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2020 AMOUNT: $ 91,555. 2021 AMOUNT: $ 375,435. 2022 AMOUNT: $ 306,986. 2023 AMOUNT: $ 151,030. 2024 AMOUNT: $ 175,920. SELF-PAY REVENUE - ADMINISTRATIVE FEE INCOME - 2020 AMOUNT: $ 1,502,198. 2021 AMOUNT: $ 2,028,221. 2022 AMOUNT: $ 1,806,832. 2023 AMOUNT: $ 1,926,574. 2024 AMOUNT: $ 1,754,040. GAIN FROM TERMINATION OF LEASE - 2022 AMOUNT: $ 29,928. 2023 AMOUNT: $ 8,069. OTHER INCOME - 2022 AMOUNT: $ 526. 2023 AMOUNT: $ 8,134. 2024 AMOUNT: $ 481. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1297050 272444 1024606 589426 320025 269401 1294007 DUE FROM AFFLIATES 7730949 SECURITY DEPOSITS 284625 OPERATING RIGHT-OF-USE ASSETS 1160244 9175818 LEASE LIABILITIES - OPERATING 1150936 1150936 X 109648122 0 109648122 1182020 1182020 110830142 111523007 0 111523007 1182020 1182020 112705027 PART IV, LINE 2B: GAUDENZIA, INC. HOLDS FUNDS IN A CUSTODIAL ACCOUNT FOR SOME PROGRAM CLIENTS. PART X, LINE 2: THE ORGANIZATION IS QUALIFIED AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A MORE-LIKELY-THAN-NOT THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRACT ALLOWANCES 1,182,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRACT ALLOWANCES 1,182,020. X X X X X 1 1 0 0 0 0 0 0 0 DALE KLATZKER EX-OFFICIO CEO (UNTIL 3/24) 361944 0 0 0 0 0 60703 0 28064 0 450711 0 0 0 PATRICIA MCKERNAN CHIEF OF STAFF (UNTIL 5/25) 323167 0 0 0 0 0 15212 0 43173 0 381552 0 0 0 DEJA GILBERT CHIEF EXECUTIVE OFFICER 307582 0 0 0 0 0 17680 0 17608 0 342870 0 0 0 PHILIP WILLIAM MOORE CHIEF MEDICAL OFFICER 286538 0 0 0 0 0 11520 0 24712 0 322770 0 0 0 ROBERT BRUCE BICKFORD CHIEF FINANCIAL OFFICER (UNTIL 10/24 193636 0 0 0 36923 0 8348 0 30829 0 269736 0 0 0 DOUG HILTON CHIEF PEOPLE OFFICER (UNTIL 6/24) 156984 0 0 0 59514 0 31369 0 16717 0 264584 0 0 0 MICHAEL ANDERSON CHIEF INFORMATION OFFICER 223339 0 0 0 0 0 7024 0 24712 0 255075 0 0 0 FLORANCE PAIGE EXECUTIVE DIRECTOR 196298 0 0 0 0 0 30500 0 17020 0 243818 0 0 0 MARY ELIZABETH NAUGHTON-BECK GENERAL COUNSEL 235047 0 0 0 0 0 0 0 0 0 235047 0 0 0 STEPHEN JOHN LLEWELLYN FACILITIES DIRECTOR 165776 0 0 0 0 0 44879 0 14047 0 224702 0 0 0 KRISTY BLALOCK VP OF GROWTH AND STRATEGY 193779 0 0 0 0 0 0 0 10996 0 204775 0 0 0 AILEEN COWLEY CONTROLLER 154176 0 0 0 0 0 17742 0 26071 0 197989 0 0 0 WILLIAM WILSON DIR OF TRAINING & RESEARCH INSTITUTE 154256 0 0 0 0 0 17342 0 13970 0 185568 0 0 0 BRANDI ERNST CHIEF IMPACT OFFICER 103300 0 0 0 47785 0 19598 0 3637 0 174320 0 0 0 BHAVANI RAGHAVAN LOBO CHIEF CLINICAL OFFICER 150109 0 0 0 0 0 20307 0 0 0 170416 0 0 0 PART I, LINE 3 THE COMPENSATION OF THE CEO IS REVIEWED BY GAUDENZIA, INC.'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. IT IS GAUDENZIA, INC.'S ACCEPTED PRACTICE TO INVOLVE A THIRD PARTY SPECIALIST THAT IS CONTRACTED TO CONDUCT AN EXECUTIVE COMPENSATION ANALYSIS AND GATHER COMPARATIVE MARKET DATA, PERIODICALLY. THIS DATA IN ADDITION TO RECOMMENDATIONS AND A REASONABILITY LETTER PROVIDED BY THE THIRD PARTY SPECIALIST IS REVIEWED BY THE COMPENSATION COMMITTEE, VALIDATING ALL EXECUTIVE COMPENSATION. THE MOST RECENT STUDY WAS CONDUCTED IN 2025. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. PART I, LINES 4A-B DOUG HILTON'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $32,640 FOR SEVERANCE AND $26,874 FOR 457B PAYOUT BRANDI ERNST'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $41,538 FOR SEVERANCE AND $6,243 FOR 457B PAYOUT ROBERT BRUCE BICKFORD'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $36,923 FOR SEVERANCE DALE KLATZKER, DESCRIPTION: EX-OFFICIAO CEO, CURRENT YEAR AMOUNT: $37,500. PLAN DESCRIPTION: 457F X 56002 COST X 176 160775 COST X 8 12254 COST X HOUSEKEEPING 50 36658 COST X OTHER SUPPLIES 38 19608 COST X CHRISTMAS GIFTS 15 17898 COST X EQUIPMENT 20 7455 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE COMPOSITION OF THE COMMITTEE CONSISTS OF THE CHAIRS OF EACH COMMITTEE AS WELL AS THE BOARD OFFICERS. THE BOARD OFFICERS ARE AS FOLLOWS: CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER, AND PRESIDENT. ALL EXECUTIVE COMMITTEE MEMBERS ARE ON THE GOVERNING BODY. THE EXECUTIVE COMMITTEE MAY EXERCISE THE POWERS OF THE BOARD IN REGARDS TO THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD AND SUBJECT TO RATIFICATION BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 DURING THE YEAR, THE ORGANIZATION AMENDED ITS BYLAWS TO REDUCE THE MINIMUM NUMBER OF DIRECTORS, UPDATE ITS STANDING COMMITTEES, AND REVISE THE APPROVAL THRESHOLD FOR UNBUDGETED EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11B GAUDENZIA, INC'S FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE GAUDENZIA FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AN OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE FORM 990 PRIOR TO ITS ELECTRONIC FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH GAUDENZIA. GAUDENZIA MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/ DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. THESE FORMS ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED BY GAUDENZIA, INC.'S BOARD OF DIRECTORS COMPENSATION COMMITTEE. IT IS GAUDENZIA, INC.'S ACCEPTED PRACTICE TO INVOLVE A THIRD PARTY SPECIALIST THAT IS CONTRACTED TO CONDUCT AN EXECUTIVE COMPENSATION ANALYSIS AND GATHER COMPARATIVE MARKET DATA, PERIODICALLY. THIS DATA IN ADDITION TO RECOMMENDATIONS AND A REASONABILITY LETTER PROVIDED BY THE THIRD PARTY SPECIALIST IS REVIEWED BY THE COMPENSATION COMMITTEE, VALIDATING ALL EXECUTIVE COMPENSATION. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. GAUDENZIA FOUNDATION INC 166 WEST MAIN STREET NORRISTOWN PA 19401 232141307 TO SUPPORT GAUDENZIA, INC. PA 501(C)(3) LINE 7 N/A 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0