2025-10-03T07:51:16-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 364099403 HAZELDEN CHICAGO HAZE 6512134006 PO BOX 11 CENTER CITY MN 55012 DR JOSEPH LEE PRESIDENT AND CEO 7635093875 2025-10-02 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-10-02 2024 2025-03-06 01:10:19Z HAZELDEN BETTY FORD IN CHICAGO DR JOSEPH LEE PO BOX 11 CENTER CITY MN 55012 4085788 0 X WWW.HAZELDENBETTYFORD.ORG X 1996 IL SUBSTANCE USE AND MENTAL HEALTH SERVICES ARE PROVIDED TO PEOPLE SEEKING HELP. 3 0 23 10 0 0 59297 65715 3765508 4010951 12802 9122 0 0 3837607 4085788 0 0 0 0 1497951 1484684 0 0 0 2322659 2493761 3820610 3978445 16997 107343 64917864 71148084 73615196 79735732 -8697332 -8587648 X HARNESSING SCIENCE, LOVE AND THE WISDOM OF LIVED EXPERIENCE, WE ARE A FORCE OF HEALING AND HOPE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES AFFECTED BY SUBSTANCE USE AND MENTAL HEALTH CONDITIONS. 0 0 3230912 0 4010951 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 ADDICTION TREATMENT; NONRESIDENTIAL DAY TREATMENT; ONSITE AND VIRTUAL MENTAL HEALTH SERVICES INCLUDING PSYCHIATRIC CARE, INDIVIDUAL THERAPY AND TRAUMA PROGRAMMING; DIALECTICAL BEHAVIORAL THERAPY GROUPS; MEDICATIONS; NURSING; CONTINUING CARE PROGRAMS; FAMILY PROGRAMS; COUPLES AND FAMILY THERAPY; AND ALUMNI SERVICES. OUR CHICAGO LOCATION IS THE CENTER FOR HAZELDEN BETTY FORD'S PROGRAMS AND SERVICES IN THE GREATER CHICAGO AREA, WHILE ALSO SERVING AS AN ACCESS POINT TO ALL THE OTHER RESOURCES WITHIN THE HAZELDEN BETTY FORD FOUNDATION.IN 2024, THE FOLLOWING NUMBER OF PEOPLE DIRECTLY BENEFITED FROM IN-PERSON AND VIRTUAL RECOVERY SERVICES PROVIDED BY THE TEAM AT HAZELDEN BETTY FORD IN CHICAGO: - INTENSIVE OUTPATIENT - 364 - MENTAL HEALTH - 266 - OUTPATIENT - 189 - DAY TREATMENT - 75 - TOTAL PATIENTS SERVED - 894HAZELDEN BETTY FORD ALSO HOSTED ALUMNI EVENTS AND RELATED SERVICES AT ITS CHICAGO LOCATION AND MADE THE FACILITY AVAILABLE FOR GROUPS TO HOLD RECOVERY-RELATED MEETINGS, AS WELL AS NETWORKING AND EDUCATIONAL OPPORTUNITIES. 3230912 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 6 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 IL X VICKIE KELLEY INTERIM TREASURER 6512134864 15251 PLEASANT VALLEY ROAD CENTER CITY MN 55012 X DR JOSEPH LEE PRESIDENT, CEO & CHAIR 5.00 55.00 X X 0 799604 45100 ARNOLD STUEBER TREASURER 5.00 55.00 X X 0 427055 76289 EMILY PIPER SECRETARY 5.00 55.00 X X 0 379974 79746 LAUREN FISH DIRECTOR OF CHICAGO SERVIC 45.00 X 136287 0 24077 136287 1606633 225212 1 0 1 0 0 65715 65715 PATIENT SERVICES 621400 4005687 4005687 5264 5264 4010951 9122 9122 4085788 4010951 0 9122 1174313 1174313 61753 61753 157521 157521 91097 91097 282720 282720 250255 250255 33085 33085 187152 187152 6687 6687 961 961 117504 117504 43056 43056 CORPORATE SUPPORT 1362712 615179 747533 PROGRAM/CLIENT SUPPLIES 134317 134317 LAB WORK 35317 35317 REPAIRS AND MAINTENANCE 19809 19809 20186 20186 3978445 3230912 747533 0 346315 432525 2086926 1435631 768799 651295 63802750 70064264 64917864 71148084 54382 76487 73560814 79659245 73615196 79735732 X -8840077 -8770840 142745 183192 -8697332 -8587648 64917864 71148084 X 107343 2341 X X 0 1 X 0 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8392 X 0 89313 9122 4496 93939 81083 12802 4572 89313 102471 -17072 4316 81083 95110 11801 4440 102471 96310 3256 4456 95110 0.00000 1.00000 0.00000 0 1 1 1218047 865598 352449 572247 535385 36862 296632 34648 261984 651295 ARTWORK 8392 INTERCOMPANY RECEIVABLES 70055872 70064264 INTERCOMPANY PAYABLES 79659245 79659245 X PART III, LINE 4: HAZELDEN BETTY FORD IN CHICAGO MAINTAINS A SMALL COLLECTION OF ARTWORK HELD FOR PUBLIC EXHIBITION IN FURTHERANCE OF PATIENT SERVICE PURPOSES. PART V, LINE 4: EARNINGS FROM THE ENDOWMENT ARE USED FOR FINANCIAL AID FOR QUALIFIED PATIENTS. PART X, LINE 2: IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS, HAZELDEN CHICAGO RECOGNIZES 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 TAXING AUTHORITIES, BASED ON THE TECHNICAL MERIT OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF HAZELDEN CHICAGO AND VARIOUS TAX POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. HAZELDEN CHICAGO HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. 0 0 0 0 0 0 0 0 0 DR JOSEPH LEE PRESIDENT, CEO & CHAIR 0 626983 0 138149 0 34472 0 43700 0 1400 0 844704 0 0 ARNOLD STUEBER TREASURER 0 379237 0 47234 0 584 0 35148 0 41141 0 503344 0 0 EMILY PIPER SECRETARY 0 319337 0 60143 0 494 0 34282 0 45464 0 459720 0 0 LAUREN FISH DIRECTOR OF CHICAGO SERVIC 136176 0 0 0 111 0 8570 0 15507 0 160364 0 0 0 PART I, LINE 3 HAZELDEN BETTY FORD IN CHICAGO RELIES ON A RELATED PARTY, HAZELDEN BETTY FORD FOUNDATION, TO DETERMINE THE COMPENSATION OF THE PRESIDENT AND CEO. HAZELDEN BETTY FORD FOUNDATION USES ONE OR MORE OF THE METHODS ON PART I, LINE 3 TO DETERMINE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION A, LINE 1B: BOARD MEMBERS ARE EMPLOYEES OF HAZELDEN BETTY FORD FOUNDATION AND THEREFORE ARE NOT INDEPENDENT. HOWEVER, THE HAZELDEN BETTY FORD FOUNDATION BOARD OF TRUSTEES IS COMPRISED OF ONLY INDEPENDENT BOARD MEMBERS AND THE BOARD APPOINTS THE MEMBERS OF THE CHICAGO BOARD AND PROVIDES OVERSIGHT OF THEIR ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 6 HAZELDEN BETTY FORD FOUNDATION IS THE SOLE MEMBER OF HAZELDEN CHICAGO. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER, HAZELDEN BETTY FORD FOUNDATION WILL ELECT ALL MEMBERS OF THE GOVERNING BODY OF HAZELDEN CHICAGO. FORM 990, PART VI, SECTION A, LINE 8B HAZELDEN CHICAGO HAS NO COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF ITS BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B HAZELDEN CHICAGO SENT ITS FORM 990 VIA EMAIL TO BOARD MEMBERS FOR REVIEW AND QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C HAZELDEN BETTY FORD FOUNDATION, THE SOLE MEMBER OF HAZELDEN CHICAGO, MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER DOES DISCLOSE A POTENTIAL CONFLICT, THAT PERSON EXCUSES HIM OR HERSELF FROM VOTING ON A PARTICULAR ISSUE. ALL BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A HAZELDEN BETTY FORD HAS AN ESTABLISHED PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO, OTHER OFFICERS AND KEY EMPLOYEES. THE HAZELDEN BETTY FORD FOUNDATION BY-LAWS DELEGATE RESPONSIBILITY FOR DETERMINING COMPENSATION FOR THE PRESIDENT AND CEO, OTHER OFFICERS AND KEY EMPLOYEES TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE APPROVES, AS NECESSARY, THE COMPENSATION PHILOSOPHY FOR HAZELDEN BETTY FORD FOUNDATION. HAZELDEN BETTY FORD HAS ESTABLISHED A COMPENSATION PROCESS FOR EXECUTIVES THAT PROVIDES HAZELDEN BETTY FORD WITH A REBUTTABLE PRESUMPTION OF REASONABLENESS AS DEFINED UNDER INTERMEDIATE SANCTION REGULATIONS--EXCESS BENEFIT TRANSACTIONS, IRS SECTION 4958. EACH YEAR THE BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THE DOCUMENTS ARE REVIEWED BY HAZELDEN BETTY FORD'S GENERAL COUNSEL AND IF A BOARD MEMBER HAS A CONFLICT OF INTEREST THEY ARE NOT INVOLVED IN ANY COMPENSATION DECISIONS. THE EXECUTIVE COMMITTEE IN PARTNERSHIP WITH HUMAN RESOURCES, ENGAGES THE USE OF AN OUTSIDE INDEPENDENT COMPENSATION CONSULTANT TO IDENTIFY COMPARABLE MARKET DATA FOR COMPARABLE POSITIONS FOR THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS CONSISTENT WITH THE APPROVED COMPENSATION PHILOSOPHY. GENERALLY, THE MARKET ANALYSIS INCLUDES COMPETITIVE DATA FROM PUBLISHED SURVEY SOURCES, AND MAY BE SUPPLEMENTED WITH COMPENSATION DATA FROM CUSTOM 990 ANALYSES. WHERE POSSIBLE, COMPETITIVE DATA IS PULLED FROM ORGANIZATIONS SIMILAR IN SIZE, REVENUE AND INDUSTRY. THE COMPENSATION CONSULTANT ANALYZES THE PAY PACKAGES OF THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS BY REVIEWING BASE SALARY, TOTAL CASH COMPENSATION (SALARY PLUS ANNUAL INCENTIVE AT BOTH TARGET AND ACTUAL LEVELS). IN ADDITION, THE EXECUTIVE COMMITTEE REVIEWS THE TOTAL COMPENSATION PACKAGE OF THE PRESIDENT AND CEO AND OTHER DISQUALIFIED INDIVIDUALS. THE TOTAL COMPENSATION PACKAGE INCLUDES TOTAL DIRECT COMPENSATION PLUS SEVERANCE, EMPLOYEE BENEFITS, PERQUISITES AND ANY OTHER PAY. COMPARABLE MARKET DATA ARE REVIEWED AND DISCUSSED BY THE EXECUTIVE COMMITTEE AND MINUTES RECORD THOSE DISCUSSIONS AND ANY RESULTING COMPENSATION DECISIONS. A COMPENSATION REVIEW FOR THE PRESIDENT AND CEO WAS MOST RECENTLY DONE IN AUGUST 2023. THE COMPENSATION REVIEW FOR OTHER OFFICERS AND KEY EMPLOYEES WAS COMPLETED IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 HAZELDEN BETTY FORD FOUNDATION, THE SOLE MEMBER OF HAZELDEN CHICAGO, MAKES ITS ANNUAL REPORT AVAILABLE TO THE PUBLIC VIA ITS WEBSITE AT WWW.HAZELDENBETTYFORD.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VII, SECTION A: THE ORGANIZATION DOES NOT HAVE ANY PERSON WITH ULTIMATE RESPONSIBILITY FOR IMPLEMENTING DECISIONS OF THE BOARD OTHER THAN THE BOARD MEMBERS IN THEIR CAPACITY AS OFFICERS OF HAZELDEN BETTY FORD FOUNDATION. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED INTERCOMPANY TRANSACTIONS 2,341. FORM 990, PART XII, LINE 2C: HAZELDEN CHICAGO DOES NOT HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. HOWEVER, AS THE SOLE MEMBER, HAZELDEN BETTY FORD FOUNDATION'S AUDIT COMMITTEE ASSUMES THE OVERSIGHT RESPONSIBILITY FOR THE CONSOLIDATED AUDIT OF THE FOUNDATION AND ITS RELATED ENTITIES AND THE SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. HAZELDEN BETTY FORD FOUNDATION PO BOX 11 CENTER CITY MN 55012 410682405 INPATIENT AND OUTPATIENT ADDICTION AND MENTAL HEALTH CARE MN 501(C)3 LINE 3 N/A 0 HAZELDEN NEW YORK PO BOX 11 CENTER CITY MN 55012 133673215 SUBSTANCE USE AND MENTAL HEALTH SERVICES NY 501(C)3 LINE 10 HAZELDEN BETTY FORD FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0