Aldie Foundation FY2021 filing

Tax-deductible

Doylestown, PA501(c)(3)Mental HealthEIN 23-2044355Revenue $6.1M in FY2021

On file with the IRSaldie.org11 Welden Dr, 18901-2345 · Doylestown, PATax-exempt since Jul 1977Publicly supported charity — 170(b)(1)(A)(vi)

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To provide a warm, caring environment with educational and therapeutic interventions that will enable residents of bucks and surrounding counties to effectively address their substance abuse and co-occurring health problems through integrated screening, assessment, referral and treatment; and to learn to live healthfully and meaningfully one day at a time.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$188K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $469K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$188K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $260K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.9M
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.1M
Spent
$5.0M
To programs
79%
Net assets
$2.5M
By yearFY2021–FY2025
Revenue
$6.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$6.1M
FY2022$6.1M
FY2023$6.1M
FY2024$5.0M
FY2025$4.8M
Expenses
$5.0M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$5.0M
FY2022$5.7M
FY2023$5.4M
FY2024$4.8M
FY2025$4.8M
Net assets
$2.5M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$2.5M
FY2022$2.9M
FY2023$3.6M
FY2024$3.7M
FY2025$3.7M

From the FY2021 Form 990 (year ending June 2021) · 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: FY2025. IRS ruling in Jul 1977.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $4.0M Management & general 21% · $1.0M Fundraising 0% · $4K

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

11 people listed on the 990; $188K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$133,975Pt VII · Sec A
Chief Financial Officer
$53,873Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Nicholas Leiser’s $262K as Physician is at the 94th percentile of top reported officer pay among 1683 $1–10M 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 · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Martin B Getzow$206,182$241,590$283,390——
Nicholas Leiser$262,025$215,928$103,290——
Aaron Liu——$230,516——
Gerald Birkelbach$161,464$154,523$158,808$154,793$133,975
Stephanie Farley$11,616$21,171$22,096$53,492$53,873

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.

See Aldie Foundation executive salaries →

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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

Helps people overcome substance abuse and health problems with integrated treatment and support.

Provided by the organization

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3 programs · $3.9M · in their own filed words · FY2020
01

Pharmacotherapy

An individual addicted to drugs or alcohol can remain engaged in life while receiving state-of-the-art medical interventions on an outpatient basis.

$3.7Mprogram expense
02

Assessment Enhancement

Includes open access in doylestown and virtually to new clients. It is a walk-in program.

$192Kprogram expense
03

Outpatient Services

A regimen that combines brief therapeutic interventions with an effective mobilization of community and family support systems.

$36Kprogram 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
Total grants receivedfrom 1 funder$260K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$6.1M
Ln 12
Fees for servicesLn 2g$5.0M
Gifts and grantsLn 1h$967K
Other incomeLn 4–11$146K
Money outPt IX
$5.0M
Ln 25
Programscol B$4.0M
Managementcol C$1.0M
Fundraisingcol D$4K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$5.4M
LiabilitiesLn 26$2.9M
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$967K
Government grantsLn 1e$963K
Fees for servicesLn 2g$5.0M
Other incomeLn 4–11$146K
Gains on assetsLn 7−$77K
Total revenueLn 12$6.1M
Assets in detailPt X, end of year
CashLn 1$1.3M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$3.9M
Total assetsLn 16$5.4M
LiabilitiesLn 26$2.9M
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 560
VolunteersI 66
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$877K$1.3M
Land, buildings, equipmentLn 10c$4.1M$3.9M
Total assetsLn 16$5.2M$5.4M
LiabilitiesLn 26$3.8M$2.9M
Net assetsLn 32$1.4M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$184K$135K$49K$225
Other salaries and wagesLn 7$2.4M$1.8M$649K$3K
Pension plan contributionsLn 8$22K$19K$2K
Other employee benefitsLn 9$222K$200K$21K$491
Payroll taxesLn 10$232K$176K$56K$289
Legal feesLn 11b$5K$5K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$22K$22K
Advertising and promotionLn 12$12K$2K$10K
Office expensesLn 13$43K$15K$28K
OccupancyLn 16$239K$201K$39K
TravelLn 17$8K$4K$4K
Conferences, conventions and meetingsLn 19$23K$17K$6K
InterestLn 20$86K$72K$14K
Depreciation, depletion and amortizationLn 22$153K$117K$36K
InsuranceLn 23$93K$70K$22K
Other expenses (24a–d)Ln 24$1.1M$1.1M$44K
All other expensesLn 24e$56K$49K$7K
Total functional expensesLn 25$5.0M$4.0M$1.0M$4K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.8M$4.8M−$26K$3.7M 990 PDF
FY2024 $5.0M$4.8M$170K$3.7M 990 PDF
FY2023 $6.1M$5.4M$716K$3.6M 990 PDF
FY2022 $6.1M$5.7M$394K$2.9M 990 PDF
FY2021 Viewing $6.1M$5.0M$1.1M$2.5M 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 FY2021 990 (6 parts)
Part I · Summary $6,089,934 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $937,923$967,059
I-9 Program service revenuePrior year $4,203,016$4,976,591
I-10 Investment incomePrior year −$3,737−$77,039
I-11 Other revenuePrior year $30,450$223,323
I-12 Total revenuePrior year $5,167,652$6,089,934
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 $3,168,806$3,104,930
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,919,342$1,894,708
I-18 Total expensesPrior year $5,088,148$4,999,638
I-19 Revenue less expensesPrior year $79,504$1,090,296
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $6,089,934 across 8 lines filed
Lines not itemized here account for $112,818 of total revenue; see the IRS return.
VIII-1e Government grants$962,954
VIII-1f All other contributions, gifts and grants$4,105
VIII-1h Total contributions, gifts and grants$967,059
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,863,773$4,863,773
VIII-6 Net rental income or lossExcluded from tax $42,600$42,600
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$77,039−$77,039
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $180,723$180,723
VIII-12 Total revenueRelated to mission $5,157,314 · Unrelated business $0 · Excluded from tax −$34,439$6,089,934
Part IX · Statement of functional expenses $4,999,638 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $135,296 · Management $48,979 · Fundraising $225$184,500
IX-7 Other salaries and wagesPrograms $1,792,708 · Management $648,979 · Fundraising $2,983$2,444,670
IX-8 Pension plan contributionsPrograms $19,499 · Management $2,119$21,618
IX-9 Other employee benefitsPrograms $200,086 · Management $21,251 · Fundraising $491$221,828
IX-10 Payroll taxesPrograms $175,600 · Management $56,425 · Fundraising $289$232,314
IX-11b Legal feesManagement $5,435$5,435
IX-11c Accounting feesManagement $19,620$19,620
IX-11g Other fees for servicesManagement $22,072$22,072
IX-12 Advertising and promotionPrograms $2,196 · Management $9,820$12,016
IX-13 Office expensesPrograms $14,981 · Management $28,438$43,419
IX-16 OccupancyPrograms $200,618 · Management $38,721$239,339
IX-17 TravelPrograms $4,153 · Management $3,743$7,896
IX-19 Conferences, conventions and meetingsPrograms $16,677 · Management $5,911$22,588
IX-20 InterestPrograms $71,837 · Management $13,865$85,702
IX-22 Depreciation, depletion and amortizationPrograms $116,745 · Management $36,424$153,169
IX-23 InsurancePrograms $70,421 · Management $22,238$92,659
IX-24 Other expenses (24a–d)Programs $1,090,832 · Management $43,828$1,134,660
IX-24e All other expensesPrograms $48,987 · Management $7,146$56,133
IX-25 Total functional expensesPrograms $3,960,636 · Management $1,035,014 · Fundraising $3,988$4,999,638
Part X · Balance sheet $5,402,485 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $877,141$1,343,715
X-3 Pledges and grants receivableStart of year $121,846$0
X-4 Accounts receivableStart of year $113,123$101,022
X-9 Prepaid expenses and deferred chargesStart of year $19,219$11,860
X-10c Land, buildings and equipment, netStart of year $4,058,385$3,945,888
X-16 Total assetsStart of year $5,189,714$5,402,485
X-17 Accounts payable and accrued expensesStart of year $266,281$322,351
X-25 Other liabilitiesStart of year $1,500$1,500
X-26 Total liabilitiesStart of year $3,820,677$2,943,152
X-27 Net assets without donor restrictionsStart of year $1,369,037$2,459,333
X-32 Total net assets or fund balancesStart of year $1,369,037$2,459,333
X-33 Total liabilities and net assetsStart of year $5,189,714$5,402,485
Part XI · Reconciliation of net assets $2,459,333 net assets at year end
XI-1 Total revenue$6,089,934
XI-2 Total expenses$4,999,638
XI-3 Revenue less expenses$1,090,296
XI-4 Net assets at start of year$1,369,037
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,459,333

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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