2024-04-01T08:39:01+00:00 2023-06-30 350921680 CROWE LLP 2095 Lakeside Centre Way Suite 125 Knoxville TN 379226647 990 2022-07-01 237061218 APT Foundation Inc APTF 2037814600 1 Long Wharf Drive New Haven CT 06511 Michelle Michaud CFO 2024-04-01 true Michelle Michaud 999009999 Will Smith P01612365 8656907975 2022 2023-04-26 12:10:37Z Lynn Madden 1 Long Wharf Drive New Haven CT 06511 41952163 false X WWW.APTFOUNDATION.ORG X 1970 CT TO PROMOTE HEALTH AND RECOVERY FOR THOSE WHO LIVE WITH SUBSTANCE USE DISORDERS AND/OR MENTAL ILLNESS. 11 11 382 12 0 0 8959477 9596414 25117001 32217558 53 82235 -5242 -9012 34071289 41887195 0 0 23546733 25202210 0 0 9880907 10459855 33427640 35662065 643649 6225130 21404749 25599220 7191556 5112296 14213193 20486924 TO PROMOTE HEALTH AND RECOVERY FOR THOSE WHO LIVE WITH SUBSTANCE USE DISORDERS AND/OR MENTAL ILLNESS. false false 25200937 31795315 TREATMENT PROGRAMS: THE APT FOUNDATION PROVIDES TREATMENT TO INDIVIDUALS WITH SUBSTANCE USE AND MENTAL HEALTH DISORDERS WITH AN EMPHASIS ON TRADITIONALLY UNDERSERVED POPULATIONS. THE FOUNDATION OFFERS TREATMENT PROGRAMS FOR ADULTS THAT ADDRESS THE FULL RANGE OF SUBSTANCES OF ABUSE INCLUDING OPIATES, COCAINE, ALCOHOL AND MULTIPLE ADDICTIONS. PARTIALLY FUNDED BY THE CONNECTICUT DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES, THE APT FOUNDATION IS COMMITTED TO RAPID ACCESS TO TREATMENT, AS WELL AS THE UTILIZATION OF STRATEGIES THAT ENGAGE AND RETAIN PEOPLE IN RECOVERY. 2569634 439799 ACCESS TO PRIMARY CARE: OTHER PROGRAMS, SUCH AS ACCESS TO PRIMARY CARE, ARE OFFERED TO ASSIST IN THE TREATMENT OF SUBSTANCE USE AND MENTAL HEALTH DISORDERS, WITH AN EMPHASIS ON TRADITIONALLY UNDERSERVED POPULATIONS. THE FOUNDATION OFFERS TREATMENT PROGRAMS FOR ADULTS THAT ADDRESS THE FULL RANGE OF SUBSTANCE ABUSE INCLUDING OPIATES, COCAINE, ALCOHOL AND MULTIPLE ADDICTIONS. 852731 0 ADDICTION RESEARCH: THE APT FOUNDATION, WORKING IN COLLABORATION WITH THE CONNECTICUT MENTAL HEALTH CENTER AND THE YALE SCHOOL OF MEDICINE, HAS EARNED A REPUTATION FOR EXCELLENCE IN ADDICTION RESEARCH AS WELL AS TREATMENT. THROUGH RESEARCH PROGRAMS SUPPORTED BY STATE AND NATIONAL AGENCIES, SUCH AS THE NATIONAL INSTITUTE ON DRUG ABUSE (NIDA), THE APT FOUNDATION IS AT THE FOREFRONT OF ADDICTION RECOVERY BY DESIGNING TREATMENT PROGRAMS BASED ON RESEARCH OUTCOMES. 28623302 true true false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false true false false false false true 7 0 true 382 true false false false false false false false false false false false false X 11 11 true false false false false false false true true false false true true true true true true true false false CT X Michelle Michaud 2037814600 1 Long Wharf Drive New Haven CT 06511 David Parachini Board Chair 3.0 X X 0 0 0 Janet Ryan Board Vice Chair 1.0 X X 0 0 0 Jay Broderick Secretary 1.0 X X 0 0 0 Betty Levy Director 0.5 X 0 0 0 Daniel Erskine Director 0.5 X 0 0 0 David Margolis Director 0.5 X 0 0 0 Fred Erskine Director 0.5 X 0 0 0 Ismene Petrakis Director 0.5 X 0 0 0 Lucille Patrone Director 0.5 X 0 0 0 Mitchell Gallignano Director 0.5 X 0 0 0 Valerie Goodkin Director 0.5 X 0 0 0 Lynn Madden CEO 37.5 X 290343 0 26400 Michelle Michaud CFO/Treasurer 37.5 X 205479 0 7955 Daniel Iead Senior Director Residential Services 37.5 X 143827 0 27771 Julia M Shi Medical Director Primary Care 37.5 X 249044 0 36974 Kathryn F Eggert Senior Director Legion 37.5 X 134517 0 27151 Scott O Farnum Co-Director Access & Ambulatory Services 37.5 X 144191 0 15935 Tina Burgett Chief Human Resources Officer 37.5 X 140511 0 16023 1307912 0 158209 23 false true false PUSTOLA & ASSOCIATES 26 HOTCHKISS ST NAUGATUCK CT 06770 CONSTRUCTION & MAINTENANCE SERVICES 678117 ENVIRONMENTAL ENGINEERING INC 100 OLD GATE LN MILFORD CT 06460 HEATING CONTRACTOR 187086 ALL AMERICAN WASTE PO BOX 1308 ENFIELD CT 06083 WASTE MANAGEMENT 132546 HIGH END CONSTRUCTION & PROPERTY MAINTENANCE LLC PO BOX 985 WESTBROOK CT 06498 CONSTRUCTION & MAINTENANCE SERVICES 125340 PAULO LANDSCAPING AND TREE REMOVAL LLC 235 OLD TAVERN RD ORANGE CT 06477 GENERAL CONTRACTOR 104817 5 9568427 27987 9596414 NET PATIENT SERVICE REVENUE 621400 32079465 32079465 PATIENT FEES 621400 138093 138093 0 0 0 0 32217558 82235 82235 38400 64968 -26568 0 -26568 -26568 0 0 Miscellaneous income 900099 17556 17556 0 0 0 0 17556 41887195 32235114 0 55667 562913 259977 302936 19222817 16446323 2776494 545518 460614 84904 3356888 2834426 522462 1514074 1278425 235649 96964 96964 76975 76975 1573206 1299658 273548 0 50567 23354 27213 3722999 2865248 857751 323244 149288 173956 1515633 993287 522346 163680 139393 24287 119746 119746 928889 468677 460212 468814 365902 102912 LABORATORY & PHARMACY 510488 503674 6814 SECURITY & ALARM 177016 171657 5359 LICENSES/MEMBERSHIPS 61480 28394 33086 TAXES 47383 47383 622771 287622 335149 0 35662065 28623302 7038763 0 3702399 4313536 0 0 652564 739268 970129 1236038 0 0 0 0 466106 649854 22798951 7944360 15478192 14854591 0 0 135359 3805933 21404749 25599220 2530021 3291497 455 455 0 0 4550674 1670040 110406 150304 7191556 5112296 X 14213193 20486924 14213193 20486924 21404749 25599220 X 6225130 48601 X false true X true true true X 7504772 7643059 8149617 8959477 9596414 41853339 0 0 7504772 7643059 8149617 8959477 9596414 41853339 0 41853339 21161 40016 37336 38453 120635 257601 0 0 0 0 0 0 0 0 0 0 0 0 42110940 130525086 0.9939 0.9961 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16087683 4847731 11239952 1057129 0 1057129 4013049 3096629 916420 1641090 0 1641090 14854591 WORKERS COMPENSATION RECOVERABLE 3805933 3805933 SWAP Liability -73554 WORKERS COMPENSATION RESERVE 223858 150304 X 42207418 231600 231600 41975818 -88623 -88623 41887195 35958633 231600 231600 35727033 -64968 -64968 35662065 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Foundation is exempt from federal and state income taxes on exempt function income. The Foundation had no unrelated business taxable income for the years ended June 30, 2023 and 2022. The Foundation accounts for uncertain tax positions with provisions of FASB ASC 740, "Income Taxes" (FASB ASC 740), which provides a framework for how companies should recognize, measure, present and disclose uncertain tax positions within the financial statements. The Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The Foundation does not have any uncertain tax positions as of June 30, 2023 and 2022. The Foundation's policy is to include any penalties and interest associated with uncertain tax positions as a component of supporting services on the statements of operations and changes in net assets. As of June 30, 2023 and 2022, the Foundation did not record any penalties or interest associated with uncertain tax positions. All tax years from 2020 forward are open and subject to examination. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 INTERCOMPANY RENTAL INCOME - 231600 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements RENTAL EXPENSES - -64968 Miscellaneous Expenses - -23655 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 INTERCOMPANY RENTAL INCOME - 231600 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements RENTAL EXPENSES - -64968 X X X false false false false false false false false false Lynn Madden CEO 253185 0 23000 0 14158 0 16088 0 10312 0 316743 0 0 0 Michelle Michaud CFO/Treasurer 173452 0 23000 0 9027 0 7268 0 687 0 213434 0 0 0 Julia M Shi Medical Director Primary Care 216266 0 23000 0 9778 0 12451 0 24523 0 286018 0 0 0 Daniel Iead Senior Director Residential Services 115523 0 23000 0 5304 0 7899 0 19872 0 171598 0 0 0 Kathryn F Eggert Senior Director Legion 106597 0 23000 0 4920 0 7162 0 19989 0 161668 0 0 0 Tina Burgett Chief Human Resources Officer 113694 0 23000 0 3817 0 7188 0 8835 0 156534 0 0 0 Scott O Farnum Co-Director Access & Ambulatory Services 116905 0 23000 0 4286 0 7162 0 8773 0 160126 0 0 0 Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES THE ORGANIZATION USES 3RD PARTY SALARY SURVEYS TO ASSIST IN DETERMINING THE COMPENSATION OF THE CFO. THE LAST REVIEW OF THE ORGANIZATION'S CFO OCCURRED IN OCTOBER 2023. THIS PROCESS IS REVIEWED AND APPROVED BY THE CEO. Form 990, Part VI, Line 1a Delegate broad authority to a committee Pursuant to Article XI of the By-Laws, there shall be an executive committee consisting of the officers of the corporation, the president/CEO (nonvoting), and at least two but up to three other members of the board of directors as selected by the chairperson and approved by the board. During the intervals between meetings of the board of directors, the executive committee shall posses and may exercise all the power of the board of directors in the management of the affairs of the corporation, provided any action taken shall not conflict with the policies and expressed wishes of the board. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Daniel Erskine & Fred Erskine - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A COMPLETE COPY OF THE FORM 990 IS FIRST PROVIDED TO THE MEMBERS OF THE AUDIT AND FINANCE COMMITTEE. THE COMMITTEE HAS A DETAILED DISCUSSION AT THEIR NEXT SCHEDULED MEETING. A COMPLETE COPY IS THEN PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS AND EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED FORMS ARE REVIEWED BY THE HUMAN RESOURCES DEPARTMENT TO IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS ARE FURTHER EVALUATED BY THE CEO AND CFO, AND IF WARRANTED, ARE BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS FOR DISCUSSION AND RESOLUTION. SIMILARLY, ANY POTENTIAL CONFLICTS OF INTEREST THAT ARE BROUGHT TO THE ATTENTION OF THE ORGANIZATION BY THE OUTSIDE AUDITORS OR BY AN EMPLOYEE OR OTHER PERSON, ARE INVESTIGATED AND RESOLVED IN ACCORDANCE WITH THE PROCEDURES DISCUSSED ABOVE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE ORGANIZATION USES 3RD PARTY SALARY SURVEYS TO ASSIST IN DETERMINING THE COMPENSATION OF THE CEO. THE COMPENSATION OF THE CEO IS DOCUMENTED AND APPROVED BY THE BOARD. THE LAST REVIEW OF THE ORGANIZATION'S CEO SALARY OCCURRED IN OCTOBER 2023. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST RATE SWAP OBLIGATION - 48601; 174 HA LLC 1 LONG WHARF DRIVE NEW HAVEN CT 06511 153625786 REAL ESTATE HOLDING COMPANY CT 22800 161002 APT FOUNDATION INC 352 SS COMPANY LLC 1 LONG WHARF DRIVE NEW HAVEN CT 06511 461142572 REAL ESTATE HOLDING COMPANY CT 231600 2232366 APT FOUNDATION INC