2024-05-15T14:39:45-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2022-07-01 861062260 GAUDENZIA DRC INC GAUD 2159919700 3200 HENRY AVENUE PHILADELPHIA PA 19129 ROBERT BICKFORD CHIEF FINANCIAL OFFICER 2159919700 2024-05-15 1 ROBERT BICKFORD 999009999 0 LAURA J KENNEY P00202198 7819821001 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DEJA GILBERT 106 WEST MAIN STREET NORRISTOWN PA 19401 9243685 0 X WWW.GAUDENZIA.ORG X 2005 PA TO PROVIDE TREATMENT AND TRANSITIONAL HOUSING TO DRUG AND ALCOHOL ADDICTED INDIVIDUALS 4 4 163 19 396 0 6740850 7650823 1600526 1491481 6 317 10482 101064 8351864 9243685 0 0 0 0 5333932 5108683 0 0 0 4538571 4316793 9872503 9425476 -1520639 -181791 3519956 3239774 5939070 5840679 -2419114 -2600905 GAUDENZIA DRC, INC. IS A NON-PROFIT ORGANIZATION WHICH PROVIDES COMPREHENSIVE TREATMENT AND SUPPORT TO PEOPLE WITH SUBSTANCE USE DISORDER, CO-OCCURRING MENTAL HEALTH DISORDERS, AND RELATED CONDITIONS, REGARDLESS OF INDIVIDUAL CIRCUMSTANCES. 0 0 3806427 0 1491481 DRUG AND ALCOHOL ADDICTION TREATMENT AND TRANSITIONAL HOUSING:GAUDENZIA DRC INC. PROVIDES COMPREHENSIVE TREATMENT AND SUPPORT TO PEOPLE WITH SUBSTANCE USE DISORDERS, CO-OCCURRING MENTAL HEALTH DISORDERS, AND RELATED CONDITIONS, REGARDLESS OF INDIVIDUAL CIRCUMSTANCES. THE ORGANIZATION ALSO OPERATES A CORRECTIONS PROGRAM FOR THE PENNSYLVANIA DEPARTMENT OF CORRECTIONS, PROVIDING REHABILITATION SERVICES AND SPECIALIZED PROGRAMS FOR INDIVIDUALS INVOLVED IN THE CRIMINAL JUSTICE SYSTEM INCLUDING SERVICES FOR ADDICTION, DUAL DIAGNOSIS, AND MENTAL HEALTH DISORDERS. 3806427 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 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 35 0 163 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X THE ORGANIZATION 2159919700 3200 HENRY AVENUE PHILADELPHIA PA 19129 CARLY MEYER BENTLEY CHAIRPERSON 1.00 1.00 X X 0 0 0 JEANNIE DAY ROGGIO SECRETARY 1.00 1.00 X X 0 0 0 ANDREW OLSON TREASURER (AS OF JAN. 2023) 1.00 1.00 X X 0 0 0 MICHELLE BERKOBEN BOARD MEMBER (AS OF MAY 2023) 1.00 1.00 X 0 0 0 ROY A ROPER TREASURER & MEMBER (UNTIL DEC. 2022) 1.00 1.00 X 0 0 0 DALE KLATZKER PHD CHIEF EXECUTIVE OFFICER 1.00 39.00 X 0 445235 86240 DONALD W STEWART CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 180911 13019 0 626146 99259 0 0 1 0 GAUDENZIA FOUNDATION 106 WEST MAIN STREET NORRISTOWN PA 19401 ADMINISTRATIVE SERVICES 1102920 DR HANI S ZAKI MD 6815 GREENE STREET PHILADELPHIA PA 19119 MEDICAL SERVICES 187680 2 7650418 405 7650823 CBH 624200 1092490 1092490 MANAGED CARE 624200 398613 398613 BHSI 624200 378 378 1491481 317 317 INSURANCE REFUND 900099 90000 90000 VENDING MACHINE 900099 9927 9927 MEAL TICKETS 900099 396 396 741 741 101064 9243685 1491481 396 100985 X 3894083 1015844 2878239 58966 16849 42117 877225 250656 626569 278409 79552 198857 131354 34026 97328 36148 9364 26784 1931598 766121 1165477 92179 8333 83846 9917 222 9695 208159 190763 17396 23136 10824 12312 1915 1915 5274 104 5170 200234 200234 197825 52227 145598 FOOD AND CLOTHING 688806 684548 4258 REPAIRS AND MAINTENANCE 374721 303879 70842 HOUSEKEEPING 320822 302569 18253 BAD DEBTS 45699 45699 49006 32932 16074 9425476 3806427 5619049 0 765262 578094 15076 19955 1775232 1857489 167614 149837 2255876 1621477 796772 634399 3519956 3239774 455767 321893 84124 128397 720464 621914 4678715 4768475 5939070 5840679 X -2419114 -2600905 -2419114 -2600905 3519956 3239774 -181791 0 X 0 1 X 1 0 X 8511380 7631643 5972013 6740850 7650823 36506709 857372 1239921 1783088 1600526 1491481 6972388 8712 6248 7269 10323 32552 9368752 8880276 7761349 8348645 9152627 43511649 0 0 0 43511649 55 3096 2703 6 317 6177 55 3096 2703 6 317 6177 15140 76925 398 3213 90741 186417 9383947 8960297 7764450 8351864 9243685 43704243 0.99560 0.99690 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 15,140. 2019 AMOUNT: $ 52,066. 2020 AMOUNT: $ 398. 2021 AMOUNT: $ 3,213. 2022 AMOUNT: $ 741. INSURANCE REFUND - 2019 AMOUNT: $ 24,859. 2022 AMOUNT: $ 90,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2255876 1621477 634399 634399 DUE TO RELATED ENTITIES 4768475 4768475 X 9197986 0 9197986 45699 45699 9243685 9379777 0 9379777 45699 45699 9425476 PART IV, LINE 2B: GAUDENZIA DRC, INC IS RESPONSIBLE FOR HOLDING CLIENT FUNDS AT EACH INDIVIDUAL SITE TO ENSURE FUNDS ARE FOR PROPER SPENDING. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES. 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: PROVISION FOR BAD DEBTS 45,699. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBTS 45,699. 0 1 0 0 0 0 0 0 0 DALE KLATZKER PHD CHIEF EXECUTIVE OFFICER 0 445235 0 0 0 0 0 40424 0 45816 0 531475 0 0 DONALD W STEWART CHIEF FINANCIAL OFFICER 0 180911 0 0 0 0 0 13019 0 0 0 193930 0 0 PART I, LINE 4B NAME: DALE KLATZKER, DESCRIPTION: ER CONTRIBUTION, CURRENT YEAR AMOUNT: $30,000. PLAN DESCRIPTION: 457F 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 2 THE COMPENSATED OFFICERS ALL HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER BECAUSE THEY ARE EMPLOYED BY A RELATED ORGANIZATION OF WHICH DALE KLATZKER AND DONALD STEWART WERE ALSO OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 GAUDENZIA FOUNDATION INC, A 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER BASED ON THE INTERNAL REVENUE SERVICE DEFINITION OF MEMBER. FORM 990, PART VI, SECTION A, LINE 7A GAUDENZIA FOUNDATION, INC. HAS THE RIGHT TO ELECT, APPOINT, REMOVE AND APPROVE ALL VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS CANNOT BE AMENDED, REPEALED OR REPLACED WITHOUT THE APPROVAL OF THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'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 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 GAUDENZIA DRC, INC. OPERATED UNDER THE CONFLICT OF INTEREST POLICY OF ITS PARENT ORGANIZATION, GAUDENZIA FOUNDATION, INC. EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE OF THE ORGANIZATION IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTERESTS THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT, BOARD SERVICE, OR POSITION WITH THE ORGANIZATION. THE ORGANIZATION MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED THEN EVALUATED IMMEDIATELY BY THE CHAIRPERSON OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE IRS DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER AND KEY EMPLOYEE. 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. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 19,419. MANAGEMENT AND GENERAL EXPENSES 62,023. TOTAL EXPENSES 81,442. LABORATORY FEE: PROGRAM SERVICE EXPENSES 1,827. TOTAL EXPENSES 1,827. ADMINISTRATIVE SERVICES: MANAGEMENT AND GENERAL EXPENSES 1,102,920. TOTAL EXPENSES 1,102,920. MEDICAL PROFESSIONALS: PROGRAM SERVICE EXPENSES 744,875. MANAGEMENT AND GENERAL EXPENSES 534. TOTAL EXPENSES 745,409. GAUDENZIA FOUNDATION INC 106 WEST MAIN STREET NORRISTOWN PA 19401 232141307 TO SUPPORT GAUDENZIA, INC. PA 501(C)(3) LINE 12B, II N/A 0 SHANNON HOUSE INC 106 WEST MAIN STREET NORRISTOWN PA 19401 522289023 INACTIVE NONOPERATING PRIVATE FOUNDATION PA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0