2020-06-10T11:11:51-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2018-07-01 231706895 GAUDENZIA INC GAUD 6102399600 106 MAIN STREET NORRISTOWN PA 194014716 NICHOLAS CHABAN CHIEF OF CORPORATE FINANCE 6102399600 2020-06-09 1 VICKI RAIVITCH CPA P02060731 2156433900 2020-06-09 67.137.57.251 2020-06-09 08:46:50 ED P 9A5FD5A28186C0237ADF311F402C5D3C3A194CA8 6BCE17CF531EE5E889DFF9A1732B3E9930A5A1A9 2018 2020-09-23 17:36:50Z DALE KLATZKER 106 MAIN STREET NORRISTOWN PA 194014716 93790111 0 X WWW.GAUDENZIA.ORG X 1968 PA TO HELP PEOPLE AFFECTED BY CHEMICAL DEPENDENCY, MENTAL ILLNESS AND RELATED CONDITIONS 19 19 1462 30 0 0 26844732 24872130 59399200 68504321 17 4 277809 413656 86521758 93790111 0 0 0 0 46222374 48404517 0 0 0 34693242 40126915 80915616 88531432 5606142 5258679 20291415 25958697 8058613 8467216 12232802 17491481 X TO HELP PEOPLE AFFECTED BY CHEMICAL DEPENDENCY, MENTAL ILLNESS AND RELATED CONDITIONS TO ACHEIVE A BETTER QUALITY OF LIFE-ALLOWING THEM TO LIVE. 0 0 66380024 0 58306794 GAUDENZIA HAS A LONG HISTORY OF PROVIDING SUBSTANCE ABUSE PREVENTION AND TREATMENT IN A THERAPEUTIC COMMUNITY SETTING. BOTH OUTPATIENT AND RESIDENTIAL PROGRAMS OF VARYING LENGTHS ARE AVAILABLE. GAUDENZIA OFFERS A MULTITUDE OF PROGRAMS AND MODIFIES ITS MODALITY TO MEET THE NEEDS OF SPECIAL POPULATIONS WHEN NECESSARY. 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. 4510001 0 4438589 GAUDENZIA PROVIDES MULTIPLE PROGRAMS FOR CLIENTS WITH A DUAL DIAGNOSIS OF MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS. GAUDENZIA WAS ONE OF THE FIRST PROGRAMS IN PHILADELPHIA TO SERVICE THIS POPULATION. THESE PROGRAMS HAVE BEEN DUPLICATED IN OTHER LOCALES. RECENTLY, GAUDENZIA BEGAN OPERATING PROGRAMS FOR FORENSIC INTENSIVE REHABILITATION CLIENTS. 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. 1074263 0 732716 GAUDENZIA WAS A LEADER IN PHILADELPHIA IN PROVIDING SUBSTANCE ABUSE TREATMENT FOR CLIENTS DIAGNOSED WITH HIV/AIDS. SINCE THEN, GAUDENZIA HAS OPENED MULTIPLE PROGRAMS IN VARIOUS GEOGRAPHIC AREAS, ASSISTED BY SEVERAL CSAT GRANTS. 4987724 0 5026222 PREVENTION/RECOVERY SUPPORT SERVICES, WITHDRAWALMANAGEMENT/DETOXIFICATION/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. 4987724 0 5026222 76952012 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 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 1 1 0 0 1 461 0 1462 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 6102399600 106 MAIN STREET NORRISTOWN PA 194014716 MAUREEN BRENNAN-MILLER DIRECTOR 1.00 0.00 X 0 0 0 THEODORA CHAIRSELL DIRECTOR 1.00 0.00 X 0 0 0 PAT CIARROCCHI DIRECTOR 1.00 0.00 X 0 0 0 NEGII COFFEE DIRECTOR 1.00 0.00 X 0 0 0 DAVID CORDIER DIRECTOR 1.00 0.00 X 0 0 0 KEVIN R CUMMINGS DIRECTOR 1.00 0.00 X 0 0 0 CHAMP HOLMAN DIRECTOR 1.00 0.00 X 0 0 0 VIRGINIA KRICUN DIRECTOR 1.00 0.00 X 0 0 0 DERRICK LEAK DIRECTOR 1.00 0.00 X 0 0 0 SHEILA MOORE ROSS DIRECTOR 1.00 0.00 X 0 0 0 ROY A ROPER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SIMPSON DIRECTOR 1.00 0.00 X 0 0 0 NED SPELLS DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH VIGNOLA DIRECTOR 1.00 0.00 X 0 0 0 MARK ZABLOTNY DIRECTOR 1.00 0.00 X 0 0 0 JEANNIE DAY ROGGIO SECRETARY 1.00 0.00 X X 0 0 0 THEODORE FLOCCO TREASURER 1.00 0.00 X X 0 0 0 SUE MACK VICE CHAIRPERSON 1.00 0.00 X X 0 0 0 PHILLIP JORDAN CHAIRPERSON 1.00 0.00 X X 0 0 0 MICHAEL HARLE MHS PRESIDENT/CEO 10.00 31.00 X 330329 0 30944 MICHAEL COYLE DIRECTOR OF FINANCE - LEFT JUN 2019 10.00 31.00 X 142986 0 30505 DALE KLATZKER CEO - START MAY 2019 40.00 0.00 X 0 0 0 PERRY PATEL COO - LEFT JUN 2019 40.00 0.00 X 179968 0 38906 MARK SARNESO REGIONAL SUPPORT DIRECTOR 40.00 0.00 X 177261 0 11120 CECILIA VELASQUEZ CHIEF CLINICAL OFFICER 40.00 0.00 X 171171 0 26690 GREG WARREN REGIONAL DIRECTOR II 40.00 0.00 X 162562 0 4064 SHARON JOHNSON DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 127532 0 15768 GADI ARONSON DIRECTOR OF DEVELOPMENT 40.00 0.00 X 126549 0 31100 PAULA RUANE REGIONAL DIRECTOR 40.00 0.00 X 123598 0 9870 GAIL HANNAH DEPUTY REGIONAL DIRECTOR 40.00 0.00 X 117852 0 18020 ERIN PRESSEL DIRECTOR OF MARKETING 40.00 0.00 X 107022 0 5934 1766830 0 222921 12 0 1 0 STONE SHERICK CONSULTING GROUP 230 NORTH 2ND STREET STE 3D PHILADELPHIA PA 19106 CONSULTING SERVICES 586035 QUALITY CARE OPTIONS PO BOX 428 WILLOW GROVE PA 19090 NURSING SERVICES 239037 CONSILLIUM STAFFING LLC 6225 N STATE HIGHWAY 161 STE 400 IRVING TX 75038 PSYCHOLOGIST SERVICES 179330 KORN FERRY NW 5854 PO BOX 1450 MINNEAPOLIS MN 55485 EXECUTIVE SEARCH SERVICES 165209 SARA-ANN STEBER 105 WYOMISSING BLVD WYOMISSING PA 19610 CONSULTING SERVICES 157858 23 24319581 552549 340275 24872130 MANAGED CARE 624200 65487835 65487835 INSURANCE REVENUE 624200 1632948 1632948 PROGRAM SERVICE RENTAL FEES 624200 1382458 1382458 SELF-PAY REVENUE 624200 1080 1080 68504321 4 4 INSURANCE RECOVERIES 900099 413656 413656 413656 93790111 68504321 0 413660 1290906 1290906 35535150 30762027 4773123 484041 435596 48445 8348645 6917626 1431019 2745775 2254279 491496 197228 77418 119810 146899 57662 89237 7798664 6676151 1122513 2595605 1685117 910488 11091028 10418539 672489 760729 494536 266193 13700 13700 1169717 1004143 165574 BAD DEBT EXPENSE 6154392 6154392 FOOD 3096706 3107123 -10417 REPAIRS AND MAINTENANCE 2665270 2459955 205315 HOUSEKEEPING 1768716 1663491 105225 2668261 2783957 -115696 88531432 76952012 11579420 0 166695 187952 985052 3826855 15858109 16136279 5430 1250 3276129 5806361 20291415 25958697 7046649 7430626 1004742 991183 7222 45407 8058613 8467216 X 12207802 17491481 25000 0 12232802 17491481 20291415 25958697 5258679 0 X 0 1 X 1 1 1 X 496302 657863 28733433 26844732 24872130 81604460 69112510 67760942 42114574 59399200 68504321 306891547 69608812 68418805 70848007 86243932 93376451 388496007 0 0 0 388496007 18870 827 698 17 4 20416 18870 827 698 17 4 20416 1061916 1801157 809435 277809 413656 4363973 70689598 70220789 71658140 86521758 93790111 392880396 0.98880 0.98630 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2014 AMOUNT: $ 1,061,916. 2015 AMOUNT: $ 1,779,713. 2016 AMOUNT: $ 791,934. 2017 AMOUNT: $ 253,273. 2018 AMOUNT: $ 413,656. SELF-PAY REVENUE - 2015 AMOUNT: $ 21,444. 2016 AMOUNT: $ 17,501. 2017 AMOUNT: $ 24,536. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 SECURITY DEPOSITS 5569 DUE TO AFFLIATES 5800792 5806361 X 87635719 -6154392 -6154392 93790111 0 93790111 82377040 0 82377040 6154392 6154392 88531432 PART IV, LINE 2B: GAUDENZIA 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 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS -6,154,392. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 6,154,392. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HARLE MHS PRESIDENT/CEO 330329 0 0 0 0 0 16485 0 14459 0 361273 0 0 0 MICHAEL COYLE DIRECTOR OF FINANCE - LEFT JUN 2019 142986 0 0 0 0 0 5652 0 24853 0 173491 0 0 0 PERRY PATEL COO - LEFT JUN 2019 179968 0 0 0 0 0 14205 0 24701 0 218874 0 0 0 MARK SARNESO REGIONAL SUPPORT DIRECTOR 177261 0 0 0 0 0 8200 0 2920 0 188381 0 0 0 CECILIA VELASQUEZ CHIEF CLINICAL OFFICER 171171 0 0 0 0 0 13693 0 12997 0 197861 0 0 0 GREG WARREN REGIONAL DIRECTOR II 162562 0 0 0 0 0 4064 0 0 0 166626 0 0 0 GADI ARONSON DIRECTOR OF DEVELOPMENT 126549 0 0 0 0 0 6522 0 24578 0 157649 0 0 0 X 68953 COST X 9 167789 COST X HOUSEKEEPING SUPPLIES 24 44153 COST X SUPPLIES 45 39620 COST X EQUIPMENT 2 19760 COST 0 0 1 0 PART I, COLUMN (B): THE FIGURE IN THIS COLUMN REPRESENTS THE NUMBER OF ITEMS DONATED IN EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE, COMPRISED OF THE OFFICERS OF THE BOARD, WHICH MAY EXERCISE THE POWERS OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD. NO COMMITTEE, EXECUTIVE OR OTHERWISE, SHALL HAVE ANY POWER OR AUTHORITY AS TO: (I) THE FILLING OF VACANCIES IN THE BOARD; (II) THE ADOPTION, AMENDMENT OR REPEAL OF THE BY-LAWS; (III) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD; (IV) OR ACTION ON MATTERS COMMITTED BY THE BY-LAWS OR BOARD RESOLUTION TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B GAUDENZIA'S FORM 990 WAS PREPARED BY A NATIONALLY RENOWED ACCOUNTING FIRM IN CONJUNCTION WITH GAUDENZIA'S 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 AMPLE 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 GUADENZIA, INC. UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT THE COMPENSATION IT PAYS TO ITS PRESIDENT AND TO ALL OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS REASONABLE AND COMPETITIVE WITH OTHER ORGANIZATIONS IN THE INDUSTRY. GAUDENZIA PERFORMS A COMPENSATION SURVEY PERIODICALLY TO DETERMINE SALARY LEVELS. THIS STUDY IS THEN REVIEWED BY THE AUDIT COMMITTEE AND COMPENSATION LEVELS ARE SET WITHOUT INPUT FROM THOSE INDIVIDUALS WHOSE COMPENSATION IS BEING DISCUSSED. THE DISCUSSIONS AND FINAL DETERMINATIONS ARE TIMELY MEMORIALIZED IN THE AUDIT COMMITTEES BOARD MINUTES. 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 106 WEST MAIN STREET NORRISTOWN PA 19401 232141307 TO SUPPORT GAUDENZIA, INC. PA 501(C)(3) LINE 12A, I GAUDENZIA INC 1 GAUDENZIA DRC INC 3200 HENRY AVENUE PHILADELPHIA PA 19129 861062260 SOCIAL SERVICES PA 501(C)(3) LINE 10 GAUDENZIA FOUNDATION INC 0 GAUDENZIA ERIE INC 2005 WEST 8TH STREET SUITE 202 ERIE PA 16505 233083410 SOCIAL SERVICES PA 501(C)(3) LINE 7 GAUDENZIA FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 GAUDENZIA FOUNDATION INC K 6191282 FMV