2025-05-29T07:15:33-05:00 2024-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-01-01 455261907 HEAD STRONG PROJECT INC HEAD 8609654088 4504 162ND ST 203 FLUSHING NY 11358 DANIEL KAEPERNIK CHIEF EXECUTIVE OFFICER 8609654088 2025-05-29 1 0 MIKE SCHALL P02024184 2126618640 2025-05-19 2024 2025-03-06 01:10:19Z DANIEL KAEPERNIK 4504 162ND ST 203 FLUSHING NY 11358 12550026 0 X HTTPS://THEHEADSTRONGPROJECT.ORG/ X 2012 DE PROVIDES MENTAL HEALTH SERVICES TO VETERANS, SERVICE MEMBERS, AND FAMILIES CONNECTED TO THE CARE. 17 17 34 17 0 0 5638893 10216865 202850 699920 340231 231682 1823181 90474 8005155 11238941 0 0 0 0 4368581 4248032 0 0 1349457 7426503 8192050 11795084 12440082 -3789929 -1201141 12692186 11642968 943704 1095397 11748482 10547571 X THE HEADSTRONG PROJECT (THP) IS A NON-PROFIT ORGANIZATION COMMITTED TO PROVIDING EASY-TO-ACCESS CARE THAT IS CONFIDENTIAL, BARRIER-FREE, AND STIGMA FREE PTSD TREATMENT TO OUR VETERANS, SERVICE MEMBERS, AND FAMILIES CONNECTED TO THEIR CARE. OUR GOAL IS TO HELP OUR CLIENTS "TRIUMPH OVER TRAUMA" BY PROVIDING THEM WITH EFFECTIVE MENTAL HEALTH TREATMENT. WE PROVIDE CLIENTS ACCESS TO CARE AND FINANCIAL ACCESSIBILITY. 0 0 10177910 699920 THE HEADSTRONG PROJECT IS A NON-PROFIT MENTAL HEALTH ORGANIZATION PROVIDING CONFIDENTIAL, BARRIER-FREE, AND STIGMA-FREE TRAUMA-FOCUSED TREATMENT TO ALL ERAS OF SERVICE MEMBERS, VETERANS, AND THEIR FAMILIES (SMVF) CONNECTED TO THEIR CARE, REGARDLESS OF DISCHARGE STATUS. HEADSTRONG ADDRESSES THE MENTAL HEALTH CHALLENGES FACED BY THOSE WHO HAVE EXPERIENCED TRAUMA BEFORE, DURING, AND AFTER SERVICE. OUR GOAL IS TO HELP OUR CLIENTS "TRIUMPH OVER TRAUMA" BY PROVIDING THEM WITH EFFECTIVE MENTAL HEALTH TREATMENT. HEADSTRONG'S NETWORK OF CLINICAL TRAUMA SPECIALISTS OFFERS INDIVIDUALIZED, EVIDENCE-BASED, TRAUMA-FOCUSED, OUTPATIENT CARE TO OUR CLIENTS. SINCE ITS INCEPTION, HEADSTRONG HAS PROVIDED MORE THAN 225,000 CLINICAL SESSIONS TO MORE THAN 6,000 INDIVIDUALS IN OUR CARE.IN 2012, THE HEADSTRONG PROJECT (HEADSTRONG) WAS FOUNDED BY U.S. MARINE CAPTAIN ZACH ISCOL, AL RABIL, CEO, KAYNE ANDERSON, AND DAVE PETRUCCO, CO-FOUNDER AND MANAGING PARTNER AT BACKCAST PARTNERS. AS A MARINE, ZACH SERVED TWO TOURS IN IRAQ AND LED HIS MARINE UNIT AND IRAQI SOLDIERS IN SOME OF THE HEAVIEST FIGHTING OF THE IRAQ WAR DURING THE SECOND BATTLE OF FALLUJAH. UPON RETURNING HOME, HE BECAME ALL TOO FAMILIAR WITH THE SCARS OF WAR AND THE RESULTS OF PTSD AS HE LOST MANY OF HIS FELLOW MARINES WHO DID NOT HAVE ACCESS TO THE MENTAL HEALTH RESOURCES THEY NEEDED. ZACH SHARED HIS STORY WITH AL AND DAVE, AND ALL FELT THE CALL TO DO MORE. IN A PARTNERSHIP WITH WEILL CORNELL MEDICINE, HEADSTRONG WAS BORN. IN 2021, HEADSTRONG RESTRUCTURED FOR GROWTH BY BRINGING MENTAL HEALTH SERVICES IN-HOUSE, PROVIDING VISIBILITY AND CONTROL ACROSS ALL LINES OF OPERATIONS - CLINICAL, BUSINESS, AND DEVELOPMENT. ACROSS THE NATION, THE DEMAND FOR MENTAL HEALTH CARE SERVICES FROM THE SMVF COMMUNITY EXCEEDS THE CAPACITY OF THE VA AND DOD, AND MANY COMMUNITY-BASED PROVIDERS LACK THE EXPERTISE AND RESOURCES TO PROVIDE QUALITY CARE TAILORED TO THE MILITARY COMMUNITY. LONG WAIT TIMES AND DIFFICULTY ACCESSING STIGMA-FREE, CULTURALLY COMPETENT CARE UNDERSCORE THE NEED FOR HEADSTRONG'S MODEL OF CARE. HEADSTRONG OPERATES IN WASHINGTON, D.C., AND 18 STATES: ARIZONA, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, IDAHO, ILLINOIS, MARYLAND, MONTANA, NEW JERSEY, NEW YORK, NORTH CAROLINA, OHIO, OREGON, PENNSYLVANIA, TEXAS, VIRGINIA, AND WASHINGTON. OUR CLINICAL PARTNER NETWORK COMPRISES OVER 300 PROFESSIONALS, INCLUDING PSYCHOLOGISTS, LICENSED CLINICAL SOCIAL WORKERS, COUNSELORS, AND PSYCHIATRISTS. ADDITIONALLY, DUE TO MULTISTATE LICENSURE, TELEHEALTH SERVICES ARE AVAILABLE IN ALL 50 STATES TO ACCOMMODATE CLIENTS WHO MOVE AFTER STARTING TREATMENT IN ONE OF OUR 18 CORE STATES.HEADSTRONG PROVIDES EVIDENCE-BASED TRAUMA-FOCUSED PSYCHOTHERAPY TO SMVF REGARDLESS OF DISCHARGE STATUS. INFORMED BY CLINICAL PRACTICE GUIDELINES, HEADSTRONG THERAPISTS OFFER THE THREE LEADING PTSD TREATMENTS: COGNITIVE PROCESSING THERAPY (CPT), EYE MOVEMENT DESENSITIZATION AND REPROCESSING (EMDR), AND PROLONGED EXPOSURE (PE). OUR CLIENTS HAVE BENEFITED FROM THIS APPROACH. IN THE PAST YEAR, WE PROVIDED MORE THAN 44,000 INDIVIDUAL SESSIONS, RESPONDING TO OUR CLIENTS' DIVERSE NEEDS WITH COMPASSION AND EXPERTISE. WHAT SETS HEADSTRONG APART IS OUR EXCEPTIONAL CLIENT RETENTION RATE, WITH 97% OF CLIENTS RETURNING FOR TREATMENT AFTER THEIR FIRST SESSION. FURTHERMORE, HEADSTRONG'S IMPACT EXTENDS BEYOND ENGAGEMENT, AS EVIDENCED BY THE FACT THAT MORE THAN 55% OF CLIENTS WHO RECEIVED THREE OR MORE SESSIONS EXPERIENCED MEANINGFUL DECLINES IN PTSD SYMPTOMS. 10177910 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 309 0 1 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AK AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X JANEL SKELLEY 8609654088 4504 162ND ST STE 203 FLUSHING NY 11358 PAUL CASEY CHAIRMAN 5.00 X X 0 0 0 DAVID PETRUCCO VICE CHAIR 5.00 X X 0 0 0 MEGAN ORTIZ SECRETARY & TREASURER 5.00 X X 0 0 0 TIMOTHY RYAN SPARKS DIRECTOR 5.00 X 0 0 0 ALBERT RABIL III DIRECTOR 5.00 X 0 0 0 DARLAN MONTERISI DIRECTOR 5.00 X 0 0 0 GREG FISHMAN DIRECTOR (ENTRY 4/24) 5.00 X 0 0 0 JAY EPSTIEN DIRECTOR 5.00 X 0 0 0 JIM WILKINSON DIRECTOR 5.00 X 0 0 0 KEVIN ELDER DIRECTOR (ENTRY 9/24) 5.00 X 0 0 0 MATT ZUBROW DIRECTOR 5.00 X 0 0 0 PETER WESTMEYER DIRECTOR 5.00 X 0 0 0 TIMOTHY BRADLEY DIRECTOR (ENTRY 9/24) 5.00 X 0 0 0 UMAR LATIF DIRECTOR (ENTRY 4/24) 5.00 X 0 0 0 WILLIAM KYLE CARPENTER DIRECTOR 5.00 X 0 0 0 W JAMESON MCFADDEN DIRECTOR 5.00 X 0 0 0 WILLIAM WOLFE DIRECTOR 5.00 X 0 0 0 DANIEL P KAEPERNIK CHIEF EXECUTIVE OFFICER 40.00 X 250127 0 55856 JANEL M SKELLEY CHIEF FINANCIAL OFFICER 40.00 X 98475 0 4372 AMY M WILLIAMS PHD CHIEF CLINICAL OFFICER 40.00 X 200539 0 31503 EDWARD G LORD CHIEF REVENUE OFFICER 40.00 X 194377 0 63177 RANDY M BAKER VP, CORPORATE PARTNERSHIPS 40.00 X 159100 0 14481 EVELYN POLCARI SR. DIRECTOR, STRATEGIC PARTNER AND BOARD SUPPORT 40.00 X 149928 0 6563 ERIN M MINTMIER VP, MAJOR GIFTS 40.00 X 145339 0 24208 LOIS SLUBOWSKI DIRECTOR, REVENUE OPERATIONS 40.00 X 142600 0 8550 JESSICA E FRANKLIN SR. DIRECTOR, HUMAN RESOURCES 40.00 X 137339 0 27025 1477824 0 235735 17 0 1 0 SD HOLISTIC INTERGATIVE PSYCH 1306 NORTH GRIFFITH PARK DRIVE BURBANK CA 91506 MENTAL HEALTH SERVICES 153438 GEORGE HUNTER 28991 OLD TOWN FRONT APT 102 TEMECULA CA 92590 MENTAL HEALTH SERVICES 126460 RENEW YOUR LIFE COUNSELING 67 MONTERREY AVENUE KENNER LA 70065 MENTAL HEALTH SERVICES 114200 LANDMARKS BY CIPRIANI LLC 110 EAST 42ND STREET NEW YORK NY 10017 EVENT SERVICES 101001 4 3629110 374594 6213161 657133 10216865 COUNSELING SERVICE FEES 900099 699920 699920 699920 234190 234190 90474 0 90474 90474 90474 562268 564776 -2508 -2508 -2508 746309 3629110 746309 0 11238941 699920 0 322156 898483 626316 97538 174629 2716161 1705670 354555 655936 78417 49363 10180 18874 285720 185726 35497 64497 269251 173395 33902 61954 26168 15701 3925 6542 145725 145725 357966 201760 54099 102107 41842 19761 5464 16617 97423 57111 13873 26439 254669 149114 36142 69413 93765 57158 13840 22767 162602 84120 23803 54679 31608 22066 3532 6010 PROGRAM TREATMENT FEES 6820805 6820805 OTHER EXPENSES 90774 4748 19405 66621 BAD DEBT 60000 60000 SOFTWARE AND HARDWARE 8083 4733 1147 2203 620 363 88 169 12440082 10177910 912715 1349457 3596562 2651791 4523816 5086284 4135585 3431439 31544 131970 112761 136923 291918 204561 12692186 11642968 598492 806038 10000 45640 335212 243719 943704 1095397 X 6716176 5291495 5032306 5256076 11748482 10547571 12692186 11642968 -1201141 230 0 X 0 1 X 1 0 X 6979246 10849372 19923972 5638891 10216865 53608346 6979246 10849372 19923972 5638891 10216865 53608346 7437032 46171314 1724 1322 102856 310009 324664 740575 250 611 861 54349782 1211447 0.84950 0.72980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SECURITY DEPOSIT PAYABLE 29467 OPERATING LEASE LIABILITY 214252 243719 X 11239171 230 230 11238941 0 11238941 12440082 0 12440082 0 12440082 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDING DECEMBER 31, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. NYC GALA 3974477 3323720 650757 650757 PIPING ROCK 261050 165498 95552 95552 1 139892 139892 4375419 3629110 746309 746309 746309 0 X X 0 0 0 0 0 0 0 0 0 DANIEL P KAEPERNIK CHIEF EXECUTIVE OFFICER 231377 0 18750 0 0 0 8062 0 47794 0 305983 0 0 0 EDWARD G LORD CHIEF REVENUE OFFICER 194377 0 0 0 0 0 6300 0 56877 0 257554 0 0 0 AMY M WILLIAMS PHD CHIEF CLINICAL OFFICER 200539 0 0 0 0 0 6318 0 25185 0 232042 0 0 0 RANDY M BAKER VP, CORPORATE PARTNERSHIPS 159100 0 0 0 0 0 5025 0 9456 0 173581 0 0 0 ERIN M MINTMIER VP, MAJOR GIFTS 145339 0 0 0 0 0 4500 0 19708 0 169547 0 0 0 JESSICA E FRANKLIN SR. DIRECTOR, HUMAN RESOURCES 132339 0 5000 0 0 0 4350 0 22675 0 164364 0 0 0 EVELYN POLCARI SR. DIRECTOR, STRATEGIC PARTNER AND 149928 0 0 0 0 0 4505 0 2058 0 156491 0 0 0 LOIS SLUBOWSKI DIRECTOR, REVENUE OPERATIONS 142600 0 0 0 0 0 4374 0 4176 0 151150 0 0 0 X 8 562269 FMV X AUCTION ITEMS 25 94864 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITED FINANCIALS ARE FIRST REVIEWED/APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND THE EXECUTIVE DIRECTOR OF HEADSTRONG. THE SAME PROCESS IS USED TO REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST (HEREIN DEFINED) DISCLOSURE STATEMENT TO AFFIRM HE/SHE HAS READ, UNDERSTOOD AND COMPLIED WITH THE POLICY. IN ADDITION, THE DIRECTORS DISCLOSE IN WRITING, TO THE BEST OF THEIR KNOWLEDGE, ANY INTEREST SUCH DIRECTOR MAY HAVE IN ANY CORPORATION, ORGANIZATION, PARTNERSHIP OR OTHER ENTITY WHICH PROVIDES PROFESSIONAL OR OTHER GOODS OR SERVICES TO HEADSTRONG FOR A FEE OR OTHER COMPENSATION, AND ANY POSITION OR OTHER MATERIAL RELATIONSHIP SUCH DIRECTOR MAY HAVE WITH ANY OTHER NOT-FOR-PROFIT CORPORATION WITH WHICH HEADSTRONG HAS A BUSINESS OR OTHER FINANCIAL RELATIONSHIP (COLLECTIVELY, A "CONFLICT OF INTEREST"). THE FINANCE DEPARTMENT REVIEWS AND MAINTAINS ALL RESPONSES TO THE QUESTIONNAIRE. A COPY OF EACH DISCLOSURE STATEMENT SHALL BE AVAILABLE TO ANY DIRECTOR OF HEADSTRONG ON REQUEST. WHEN ANY MATTER FOR DECISION OR APPROVAL COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD IN WHICH A DIRECTOR HAS AN INTEREST OR OTHER CONFLICT, THAT INTEREST OR OTHER CONFLICT SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR RELEVANT COMMITTEE BY THAT DIRECTOR AND THE DIRECTOR MUST RECUSE HIMSELF/HERSELF FROM THE VOTING. IF THE BOARD HAS REASON TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF. IF THE BOARD DETERMINES THAT A DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WHICH WILL BE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS SUBJECT TO REVIEW BY THE BOARD OF DIRECTORS AS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 CAN BE FOUND ON IRS.GOV AND GUIDESTAR.ORG WEBSITES.