Gaudenzia INC

Tax-deductible

Norristown, PA501(c)(3)Since 1968Mental HealthEIN 23-1706895Revenue $110.8M in FY2024

On file with the IRSgaudenzia.org106 W Main St, 19401-4716 · Norristown, PATax-exempt since Mar 1970Publicly supported — 509(a)(2)

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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.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Run by 264 volunteers and 1,521 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1.2M a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Looks good: 75% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.4M
to officers and key staff · 3% of spending
Top officer’s pay lower than 74% of similar orgs
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $906K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.4M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$110.8M
-1% vs prior year
Spent
$112.7M
To programs
75%
Net assets
$17.9M
By yearFY2020–FY2024
Revenue
$110.8M
FY2024▼ -1%
Tap a bar for its year
Revenue by fiscal year
FY2020$95.7M
FY2021$93.9M
FY2022$108.3M
FY2023$109.7M
FY2024$112.1M
FY2024$110.8M
Expenses
$112.7M
FY2024▲ +1%
Tap a bar for its year
Expenses by fiscal year
FY2020$97.7M
FY2021$88.5M
FY2022$106.3M
FY2023$110.3M
FY2024$111.1M
FY2024$112.7M
Net assets
$17.9M
FY2024▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2020$15.5M
FY2021$20.9M
FY2022$19.3M
FY2023$18.8M
FY2024$19.8M
FY2024$17.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1970.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $84.9M Management & general 25% · $27.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

32 people listed on the 990; $3.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
Ex-Officio CEO (until 3/24)
$361,944Pt VII · Sec A
Chief of Staff (until 5/25)
$323,167Pt VII · Sec A
Chief Executive Officer
$307,582Pt VII · Sec A
Chief Medical Officer
$286,538Pt VII · Sec A
$235,047Pt VII · Sec A
Chief Financial Officer (until 10/24)
$230,559Pt VII · Sec A
Chief Information Officer
$223,339Pt VII · Sec A
Chief People Officer (until 6/24)
$216,498Pt VII · Sec A

Dale Klatzker’s $362K as Ex-Officio CEO (until 3/24) is at the 26th percentile of top reported officer pay among 76 $100M+ mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Dale Klatzker PHD—$507,961$445,235$453,027$361,610—
Dale Klatzker$361,944————$287,821
Michael Harle Mhs———$239,120$222,901$359,822
Patricia McKernan$323,167$333,991$307,514$271,325$239,486—
Deja Gilbert$307,582—————
Philip William Moore$286,538$301,029$253,014———
Michael Coyle—————$264,928
Mary Elizabeth Naughton-Beck$235,047$187,821————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports individuals facing addiction, mental health challenges, and related issues.

Provided by the organization

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3 programs · $84.9M · in their own filed words · FY2024
01

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.

$65.3Mprogram expense
02

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.

$11.2Mprogram expense
03

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.

$8.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$110.8M
Ln 12
Fees for servicesLn 2g$85.2M
Gifts and grantsLn 1h$23.7M
Other incomeLn 4–11$1.9M
Money outPt IX
$112.7M
Ln 25
Programscol B$84.9M
Managementcol C$27.8M
Owns and owesPt X
$17.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$27.3M
LiabilitiesLn 26$9.4M
PeoplePt VI, VII
32
listed · VII A
PaidVII A16
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$23.7M
Government grantsLn 1e$23.2M
Noncash giftsLn 1g$311K
Fees for servicesLn 2g$85.2M
Investment incomeLn 3$529
Other incomeLn 4–11$1.9M
Total revenueLn 12$110.8M
Assets in detailPt X, end of year
CashLn 1$1.7M
SavingsLn 2$18K
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$1.3M
Other assetsLn 15$9.2M
Total assetsLn 16$27.3M
LiabilitiesLn 26$9.4M
Net assetsLn 32$17.9M
OperationsPt I, VI
EmployeesI 51,521
VolunteersI 6264
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.9M$1.7M
Land, buildings, equipmentLn 10c$1.4M$1.3M
Total assetsLn 16$36.7M$27.3M
LiabilitiesLn 26$16.9M$9.4M
Net assetsLn 32$19.8M$17.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$2.7M$2.7M
Other salaries and wagesLn 7$57.2M$44.6M$12.6M
Pension plan contributionsLn 8$852K$788K$64K
Other employee benefitsLn 9$10.8M$8.5M$2.2M
Payroll taxesLn 10$4.4M$3.4M$957K
Legal feesLn 11b$284K$114K$170K
Accounting feesLn 11c$230K$92K$137K
Other fees for servicesLn 11g$5.8M$3.3M$2.4M
Office expensesLn 13$4.0M$1.4M$2.6M
OccupancyLn 16$9.3M$9.0M$271K
TravelLn 17$741K$310K$431K
InterestLn 20$41K$41K
Depreciation, depletion and amortizationLn 22$230K$108K$122K
InsuranceLn 23$1.8M$1.5M$324K
Other expenses (24a–d)Ln 24$10.3M$9.4M$908K
All other expensesLn 24e$4.2M$2.4M$1.8M
Total functional expensesLn 25$112.7M$84.9M$27.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $112.1M$111.1M$998K$19.8M 990 PDF
FY2023 $109.7M$110.3M−$548K$18.8M 990 PDF
FY2022 $108.3M$106.3M$2.0M$19.3M 990 PDF
FY2021 $93.9M$88.5M$5.4M$20.9M 990 PDF
FY2020 $95.7M$97.7M−$2.0M$15.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $110,830,142 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,650,241$23,738,049
I-9 Program service revenuePrior year $85,389,540$85,161,123
I-10 Investment incomePrior year $0$529
I-11 Other revenuePrior year $2,093,807$1,930,441
I-12 Total revenuePrior year $112,133,588$110,830,142
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $74,451,179$75,912,632
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $36,684,225$36,792,395
I-18 Total expensesPrior year $111,135,404$112,705,027
I-19 Revenue less expensesPrior year $998,184−$1,874,885
Part VI · Governance 14 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $110,830,142 across 8 lines filed
Lines not itemized here account for $481 of total revenue; see the IRS return.
VIII-1e Government grants$23,240,149
VIII-1f All other contributions, gifts and grants$497,900
VIII-1g Noncash contributions (included above)$310,793
VIII-1h Total contributions, gifts and grants$23,738,049
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $85,161,123$85,161,123
VIII-3 Investment incomeExcluded from tax $529$529
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,929,960$1,929,960
VIII-12 Total revenueRelated to mission $85,161,123 · Unrelated business $0 · Excluded from tax $1,930,970$110,830,142
Part IX · Statement of functional expenses $112,705,027 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $2,725,935$2,725,935
IX-7 Other salaries and wagesPrograms $44,584,612 · Management $12,609,903$57,194,515
IX-8 Pension plan contributionsPrograms $788,465 · Management $63,676$852,141
IX-9 Other employee benefitsPrograms $8,546,498 · Management $2,215,383$10,761,881
IX-10 Payroll taxesPrograms $3,421,155 · Management $957,005$4,378,160
IX-11b Legal feesPrograms $113,938 · Management $169,658$283,596
IX-11c Accounting feesPrograms $92,261 · Management $137,379$229,640
IX-11g Other fees for servicesPrograms $3,342,025 · Management $2,426,521$5,768,546
IX-13 Office expensesPrograms $1,364,514 · Management $2,592,750$3,957,264
IX-16 OccupancyPrograms $9,004,905 · Management $271,328$9,276,233
IX-17 TravelPrograms $309,692 · Management $431,286$740,978
IX-20 InterestManagement $41,272$41,272
IX-22 Depreciation, depletion and amortizationPrograms $107,837 · Management $122,406$230,243
IX-23 InsurancePrograms $1,458,956 · Management $324,480$1,783,436
IX-24 Other expenses (24a–d)Programs $9,379,413 · Management $907,564$10,286,977
IX-24e All other expensesPrograms $2,425,655 · Management $1,768,555$4,194,210
IX-25 Total functional expensesPrograms $84,939,926 · Management $27,765,101 · Fundraising $0$112,705,027
Part X · Balance sheet $27,269,959 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $2,709,930$1,686,130
X-2 Savings and temporary cash investmentsStart of year $157,007$17,512
X-4 Accounts receivableStart of year $17,030,364$14,656,130
X-9 Prepaid expenses and deferred chargesStart of year $1,182,186$440,362
X-10c Land, buildings and equipment, netStart of year $1,385,754$1,294,007
X-15 Other assetsStart of year $14,230,404$9,175,818
X-16 Total assetsStart of year $36,695,645$27,269,959
X-17 Accounts payable and accrued expensesStart of year $8,911,732$7,668,265
X-19 Deferred revenueStart of year $306,894$250,121
X-25 Other liabilitiesStart of year $7,407,968$1,150,936
X-26 Total liabilitiesStart of year $16,932,883$9,382,082
X-27 Net assets without donor restrictionsStart of year $19,762,762$17,887,877
X-32 Total net assets or fund balancesStart of year $19,762,762$17,887,877
X-33 Total liabilities and net assetsStart of year $36,695,645$27,269,959
Part XI · Reconciliation of net assets $17,887,877 net assets at year end
XI-1 Total revenue$110,830,142
XI-2 Total expenses$112,705,027
XI-3 Revenue less expenses−$1,874,885
XI-4 Net assets at start of year$19,762,762
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,887,877

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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