Hazelden Chicago FY2023 filing

Tax-deductible

Center City, MN501(c)(3)Mental HealthEIN 36-4099403Revenue $3.8M in FY2023

On file with the IRShazeldenbettyford.orgPo Box 11, 55012-0011 · Center City, MNTax-exempt since Dec 1996Hospital or medical research org — 170(b)(1)(A)(iii)

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Hazelden Betty Ford Foundation is a force of healing and hope for individuals, families and communities affected by addiction to alcohol and other drugs.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$110K 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

FY2023 · 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
4 of 5
filings with a surplus
Average surplus $225K a year · 6% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$73.6M
113% of total assets
Concern: liabilities are 113% of assets; over 80%.
Pt X · Ln 26
Independent board members
0
of 3 voting members
Concern: none of 3 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.8M
+16% vs prior year
Spent
$3.8M
To programs
80%
Net assets
−$8.7M
By yearFY2020–FY2024
Revenue
$3.8M
FY2023▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.1M
FY2021$3.5M
FY2022$3.3M
FY2023$3.8M
FY2024$4.1M
Expenses
$3.8M
FY2023▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.6M
FY2021$2.9M
FY2022$3.4M
FY2023$3.8M
FY2024$4.0M
Net assets
−$8.7M
FY2023▲ +1.0%
Tap a bar for its year
Net assets by fiscal year
FY2020−$9.3M
FY2021−$8.7M
FY2022−$8.8M
FY2023−$8.7M
FY2024−$8.6M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1996.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $3.1M Management & general 20% · $748K

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

5 people listed on the 990; $110K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director of Chicago Servic
$110,391Pt VII · Sec A
President, CEO & Chair
$0Pt VII · Sec A
Treasurer (thru June)
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Lauren Fish’s $136K as Director of Chicago Servic is at the 57th 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lauren Fish$136,287$110,391$107,079$93,838—
Michael Mahoney————$109,943
Zach Levin————$104,527

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

Heals and offers hope to those affected by addiction.

Questions for Hazelden Chicago

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Provided by the organization

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1 program · $3.1M · in their own filed words · FY2023
01

Caring experts at hazelden betty ford in chicago deliver a wide array of services to people seeking recovery from substance use and mental health conditions. Hazelden betty ford's team in chicago offers outpatient treatment services, including assessments and evaluations; day and evening intensive outpatient services; medications for…

$3.1Mprogram 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 · FY2023
Total grants receivedfrom 1 funder$11K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.8M
Ln 12
Fees for servicesLn 2g$3.8M
Gifts and grantsLn 1h$59K
Investment incomeLn 3$13K
Money outPt IX
$3.8M
Ln 25
Programscol B$3.1M
Managementcol C$748K
Owns and owesPt X
−$8.7M
net assets · Ln 32
Total assetsLn 16$64.9M
LiabilitiesLn 26$73.6M
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$59K
Government grantsLn 1e$3K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$13K
Total revenueLn 12$3.8M
Assets in detailPt X, end of year
Land, buildings, equipmentLn 10c$769K
Other assetsLn 15$63.8M
Total assetsLn 16$64.9M
LiabilitiesLn 26$73.6M
Net assetsLn 32−$8.7M
OperationsPt I, VI
EmployeesI 535
VolunteersI 655
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 FY23End FY23
Land, buildings, equipmentLn 10c$829K$769K
Total assetsLn 16$59.6M$64.9M
LiabilitiesLn 26$68.4M$73.6M
Net assetsLn 32−$8.8M−$8.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$1.2M$1.2M
Pension plan contributionsLn 8$60K$60K
Other employee benefitsLn 9$137K$137K
Payroll taxesLn 10$115K$115K
Other fees for servicesLn 11g$295K$295K
Advertising and promotionLn 12$226K$226K
Office expensesLn 13$42K$42K
OccupancyLn 16$190K$190K
TravelLn 17$826$826
Depreciation, depletion and amortizationLn 22$134K$134K
InsuranceLn 23$36K$36K
Other expenses (24a–d)Ln 24$1.4M$634K$748K
All other expensesLn 24e$16K$16K
Total functional expensesLn 25$3.8M$3.1M$748K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.1M$4.0M$107K−$8.6M 990 PDF
FY2023 Viewing $3.8M$3.8M$17K−$8.7M 990 PDF
FY2022 $3.3M$3.4M−$65K−$8.8M 990 PDF
FY2021 $3.5M$2.9M$590K−$8.7M 990 PDF
FY2020 $4.1M$3.6M$476K−$9.3M 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 FY2023 990 (6 parts)
Part I · Summary $3,837,607 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $397,490$59,297
I-9 Program service revenuePrior year $2,939,825$3,765,508
I-10 Investment incomePrior year −$17,068$12,802
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,320,247$3,837,607
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 $1,362,588$1,497,951
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,022,769$2,322,659
I-18 Total expensesPrior year $3,385,357$3,820,610
I-19 Revenue less expensesPrior year −$65,110$16,997
Part VI · Governance 0 of 3 board members independent, no flags
VI-1a Voting members of the governing body3
VI-1b Independent voting members0
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 $3,837,607 across 6 lines filed
Lines not itemized here account for $4,727 of total revenue; see the IRS return.
VIII-1e Government grants$2,592
VIII-1f All other contributions, gifts and grants$56,705
VIII-1h Total contributions, gifts and grants$59,297
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,760,781$3,760,781
VIII-3 Investment incomeExcluded from tax $12,802$12,802
VIII-12 Total revenueRelated to mission $3,765,508 · Unrelated business $0 · Excluded from tax $12,802$3,837,607
Part IX · Statement of functional expenses $3,820,610 across 13 lines filed
IX-7 Other salaries and wagesPrograms $1,185,651$1,185,651
IX-8 Pension plan contributionsPrograms $60,144$60,144
IX-9 Other employee benefitsPrograms $137,478$137,478
IX-10 Payroll taxesPrograms $114,678$114,678
IX-11g Other fees for servicesPrograms $295,423$295,423
IX-12 Advertising and promotionPrograms $225,648$225,648
IX-13 Office expensesPrograms $42,197$42,197
IX-16 OccupancyPrograms $190,312$190,312
IX-17 TravelPrograms $826$826
IX-22 Depreciation, depletion and amortizationPrograms $134,153$134,153
IX-23 InsurancePrograms $36,211$36,211
IX-24 Other expenses (24a–d)Programs $633,814 · Management $747,983$1,381,797
IX-24e All other expensesPrograms $16,092$16,092
IX-25 Total functional expensesPrograms $3,072,627 · Management $747,983 · Fundraising $0$3,820,610
Part X · Balance sheet $64,917,864 assets, 11 lines filed
X-4 Accounts receivableStart of year $353,279$346,315
X-10c Land, buildings and equipment, netStart of year $828,608$768,799
X-15 Other assetsStart of year $58,430,899$63,802,750
X-16 Total assetsStart of year $59,612,786$64,917,864
X-17 Accounts payable and accrued expensesStart of year $56,520$54,382
X-25 Other liabilitiesStart of year $68,338,947$73,560,814
X-26 Total liabilitiesStart of year $68,395,467$73,615,196
X-27 Net assets without donor restrictionsStart of year −$8,895,801−$8,840,077
X-28 Net assets with donor restrictionsStart of year $113,120$142,745
X-32 Total net assets or fund balancesStart of year −$8,782,681−$8,697,332
X-33 Total liabilities and net assetsStart of year $59,612,786$64,917,864
Part XI · Reconciliation of net assets −$8,697,332 net assets at year end
XI-1 Total revenue$3,837,607
XI-2 Total expenses$3,820,610
XI-3 Revenue less expenses$16,997
XI-4 Net assets at start of year−$8,782,681
XI-9 Other changes in net assets$68,352
XI-10 Net assets at end of year−$8,697,332

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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