2025-05-15T09:07:30-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 541905826 TREATMENT ADVOCACY CENTER TREA 7032946001 200 DAINGERFIELD ROAD 202 ALEXANDRIA VA 22314 MICHAEL KNABLE PRESIDENT 7032946001 2025-05-15 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z X MICHAEL KNABLE 200 DAINGERFIELD ROAD 202 ALEXANDRIA VA 22314 4931376 0 X WWW.TREATMENTADVOCACYCENTER.ORG X 1998 VA SEE PART III, LINE 1. 16 15 25 22 0 0 2609772 3093741 278234 200198 42109 270946 2597 0 2932712 3564885 10000 10000 0 0 1729907 1817601 0 0 249260 1087337 1176890 2827244 3004491 105468 560394 2793881 3036932 421353 204042 2372528 2832890 X ADVOCACY, EDUCATION AND RESEARCH RELATED TO ELIMINATING BARRIERS TO THE TREATMENT OF SEVERE MENTAL ILLNESS. 0 0 2270434 10000 200198 IN ADDITION TO INITIATIVES IN MULTIPLE STATES TO IMPROVE CIVIL COMMITMENT LAWS AND POLICIES, TAC'S TEAM HAS PROVIDED ON-THE-GROUND TECHNICAL ASSISTANCE AND HAS ADVOCATED FOR IMPROVEMENTS TO OUR SIGNATURE ISSUE, ASSISTED OUTPATIENT TREATMENT, WITH FEDERAL GRANTEES AND OTHER COMMUNITIES LAUNCHING PROGRAMS. THE TEAM HAS ACHIEVED MAJOR LEGISLATIVE AND IMPLEMENTATION SUCCESSES IN MULTIPLE STATES AND THE DISTRICT OF COLOMBIA.THE TAC TEAM DEVELOPS, CREATES AND DISSEMINATES EDUCATIONAL MATERIALS ON LAW AND POLICY CHANGES, INITIATIVES AFFECTING INDIVIDUALS AND FAMILIES AFFECTED BY SEVERE MENTAL ILLNESS. STAFF ALSO HAS LAUNCHED TRAINING MODULES FOR PROFESSIONALS ON ASSISTED OUTPATIENT TREATMENT AND CONDUCTED WEBINARS ON CIVIL COMMITMENT, CRIMINALIZATION, AND FEDERAL AND NIMH POLICY. TAC REMAINS THE GO-TO RESOURCE FOR FAMILIES, LAWMAKERS, AND MEDIA ON THE SPECIFIC ISSUES ARISING FROM SEVERE MENTAL ILLNESS. 2270434 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X LISA DAILEY 7032946001 200 DAINGERFIELD ROAD 202 ALEXANDRIA VA 22314 BARBARA BOYLE TORREY DIRECTOR 1.00 0.10 X 0 0 0 ROBERT H YOLKEN DIRECTOR 0.10 5.00 X 0 36000 0 JUDGE ELINORE M STORMER DIRECTOR 0.10 0.00 X 0 0 0 JONATHAN SHERIN DIRECTOR 0.10 0.00 X 0 0 0 CAMERON QUANBECK DIRECTOR 0.10 0.00 X 0 0 0 STEPHEN A MARQUARD DIRECTOR 0.10 0.00 X 0 0 0 MONA LISA JILES DIRECTOR 0.10 0.00 X 0 0 0 ARTHUR PENN DIRECTOR, (FROM 4/5/2024) 0.10 X 0 0 0 EVELYN BURTON DIRECTOR 0.10 0.00 X 0 0 0 ILENE PENN DIRECTOR, (FROM 4/5/2024) 0.10 X 0 0 0 STEPHEN SEGAL DIRECTOR 0.10 0.00 X 0 0 0 MICHAEL KNABLE PRESIDENT 2.00 0.10 X X 0 0 0 RANDALL HAGAR SECRETARY 0.01 0.00 X X 0 0 0 ANN BROWNING HOLLINGSWORTH TREASURER 2.00 0.00 X X 0 0 0 JON STANLEY VICE PRESIDENT 0.10 0.10 X X 0 0 0 LISA DAILEY EXEC & DIR., LEG AND POL COUNSEL 37.50 0.00 X 189330 0 14794 SHARRON DAY CHIEF ADMINISTRATIVE OFFICER 37.50 0.00 X 128310 0 14487 AMY LUKES DIR. OF AOT IMPLEMENTATION 37.50 0.00 X 112961 0 18496 LINDSEY MORAN DIR. OF COMMS AND PUBLIC AFFAIRS 37.50 0.00 X 105851 0 14801 KELLY RUSSO DIR. OF DEVELOPMENT 37.50 0.00 X 131566 0 8836 ELIZABETH SINCLAIR HANCQ DIR. OF RESEARCH (UNTIL 12/8/23) 37.50 0.00 X 120853 0 7956 788871 36000 79370 6 0 1 0 0 48000 3045741 5358 3093741 CONTRACT REVENUE 900099 200198 200198 200198 52046 52046 1585391 1361704 4787 223687 -4787 218900 218900 3564885 200198 0 270946 X 10000 10000 210408 168326 21041 21041 1330817 1102646 109794 118377 34851 28943 2834 3074 120991 100573 9797 10621 120534 99924 9974 10636 157647 157647 356755 252932 61079 42744 57616 38591 5105 13920 26469 21852 2234 2383 147491 121667 12497 13327 74653 68120 5567 966 119752 109170 10582 52540 43341 4452 4747 11840 19 11821 DUES/SUBS/REF MATERIALS 115939 99260 11514 5165 TAXES & STATE REGISTRAT 26691 364 25981 346 SERVICE FEES 21887 452 21435 EQUIPMENT RENT & MAINT. 5149 4248 436 465 2461 6 1007 1448 3004491 2270434 484797 249260 28649 861323 196427 191761 689918 290971 51096 91092 129217 311516 144006 130600 167510 1387343 1337066 218756 59084 2793881 3036932 180730 127181 3750 8750 236873 68111 421353 204042 X 1819236 2495688 553292 337202 2372528 2832890 2793881 3036932 560394 -100032 0 X 0 1 X 1 0 X 1862839 2166593 2924235 2609772 3093741 12657180 1862839 2166593 2924235 2609772 3093741 12657180 6645251 6011929 17516 29040 41750 43059 52046 183411 1643 1356 3854 2597 9450 12850041 1234033 0.46790 0.49500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64503 1860 66363 2938128 3004491 300225 75056 0 0 256523 265255 291362 300225 1113365 1670048 13787 18727 19623 66363 118500 64131 66314 72841 75056 278342 417513 5725 11875 13824 64503 95927 1483631 300000 169393 571710 3457 1377857 1207419 200000 134958 58746 1483631 1165660 200000 -158241 1207419 848662 200000 213721 96723 1165660 623712 199999 50951 26000 848662 1.00000 0.00000 0.00000 0 0 101885 73291 28594 209631 70715 138916 167510 OPERATING LEASE LIABILITY 68111 68111 3468604 -100032 3751 -96281 3564885 0 3564885 3008242 3751 3751 3004491 0 3004491 PART V, LINE 4: THE ORGANIZATION'S QUASI-ENDOWMENT CONSISTS OF FUNDS WHICH ARE DESIGNATED BY THE BOARD OF DIRECTORS FOR LONG-TERM SUSTAINABILITY. 1 LEHIGH COUNTY MENTAL HEALTH 17 S 7TH STREET ALLENTOWN PA 18101 231663078 GOVT 10000 0 SUBGRANT UNDER PENNSYLVANIA DEPT OF HUMAN SERVICES CONTRACT. 1 0 PART I, LINE 2: THE ORGANIZATION MEETS WITH GRANTEE PROGRAM LEADS TO PROVIDE TECHNICAL ASSISTANCE AS THE GRANT IS IMPLEMENTED. THE GRANT AGREEMENT SPECIFIES STEPS THAT THE GRANTEE MUST COMPLETE TO ACCESS GRANT FUNDS. X X X 0 0 0 0 0 0 0 1 0 LISA DAILEY EXEC & DIR., LEG AND POL COUNSEL 174330 0 15000 0 0 0 7070 0 7724 0 204124 0 0 0 PART I, LINE 7 DURING THE YEAR THE FOLLOWING INDIVIDUALS RECEIVED BONUSES: LISA DAILEY $15,000 KELLY RUSSO $9,500 LISA'S BONUS WAS MERIT BASED WHILE KELLY'S BONUS WAS A COMPENSATION SALARY TO BE PAID OUT. FORM 990, PART VI, SECTION A, LINE 2 ARTHUR PENN AND ILENE PENN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR. IT WAS THEN REVIEWED BY THE PRESIDENT AND TREASURER OF THE BOARD. THE FULL BOARD OF DIRECTORS REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE TREATMENT ADVOCACY CENTER HAS CONFLICT OF INTEREST POLICIES FOR BOTH ITS BOARD OF DIRECTORS AND ITS EMPLOYEES AND VOLUNTEERS. ON AN ANNUAL BASIS, ALL MEMBERS OF THE BOARD OF DIRECTORS, EMPLOYEES, AND VOLUNTEERS RECEIVE AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY QUESTIONNAIRE. THE EXECUTIVE DIRECTOR REVIEWS ALL OF THE QUESTIONNAIRES. THE PRESIDENT OF THE BOARD OF DIRECTORS REVIEWS THE QUESTIONNAIRE COMPLETED BY THE EXECUTIVE DIRECTOR. IF IT APPEARS THAT THERE IS OR MIGHT BE A CONFLICT OF INTEREST, THE EXECUTIVE DIRECTOR RAISES AND RESOLVES THE MATTER IN CONSULTATION WITH THE PRESIDENT OF THE BOARD OF DIRECTORS OR, IF APPROPRIATE, THE TREASURER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A 1. THE TREATMENT ADVOCACY CENTER (TAC) HIRES INDIVIDUALS WITH A PASSION FOR ITS MISSION. TO ENSURE TAC GETS THE BEST PEOPLE AT AN AFFORDABLE COST, TAC REVIEWS SALARIES ON AT LEAST AN ANNUAL BASIS. TAC RECOGNIZES THAT, IN ALMOST ALL CASES, ITS SALARY SCHEDULE COMPENSATES EMPLOYEES LESS THAN FOR EQUIVALENT POSITIONS IN THE PRIVATE SECTOR AND MANY OTHER NONPROFITS. 2. TAC CONSIDERS COMPARABILITY DATA TO ENSURE EMPLOYEES ARE FAIRLY AND AFFORDABLY COMPENSATED, INCLUDING THE SALARY SURVEYS IN THE JOURNAL OF PHILANTHROPY, THE 990 FILINGS AND SALARY REPORTS OF OTHER SIMILAR ORGANIZATIONS, AND AN AWARENESS OF THE GENERAL INDUSTRY COMPENSATION NORMS THAT MEMBERS OF THE BOARD OF DIRECTORS HAVE THROUGH AFFILIATIONS WITH OTHER ORGANIZATIONS. 3. TAC CONSULTS WITH AND REVIEWS THE EMPLOYEE BENEFIT PROGRAMS THAT ARE INCLUDED IN COMPENSATION PACKAGES WITH THE PROFESSIONAL HUMAN RESOURCES PERSONNEL AT THE STANLEY MEDICAL RESEARCH INSTITUTE (SMRI). 4. TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR, THE SALARY IS NEGOTIATED BETWEEN THE EXECUTIVE DIRECTOR AND THE PRESIDENT AND TREASURER. NUMEROUS FACTORS, INCLUDING EXPERIENCE, GENERAL ECONOMIC TRENDS, AND OTHER CONSIDERATIONS PLAY A ROLE IN THESE NEGOTIATIONS. 5. SALARY DETERMINATIONS FOR THE EXECUTIVE DIRECTOR ARE REVIEWED BY THE BOARD OF DIRECTORS AND MUST BE APPROVED OR AMENDED BY IT. 6. THIS PROCESS WAS FOLLOWED IN DETERMINING COMPENSATION FOR EXECUTIVE DIRECTOR, LISA DAILEY. THE LAST REVIEW TOOK PLACE IN JULY 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BASED UPON THE MERITS OF THE REQUEST. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 252,932. MANAGEMENT AND GENERAL EXPENSES 61,079. FUNDRAISING EXPENSES 42,744. TOTAL EXPENSES 356,755. STANLEY MEDICAL RESEARCH INSTITUTE 9800 MEDICAL CENTER DRIVE BLDG 2-C ROCKVILLE MD 20850 061610506 RESEARCH MD 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 STANLEY MEDICAL RESEARCH INSTITUTE C 48000 ACTUAL AMOUNT STANLEY MEDICAL RESEARCH INSTITUTE P 181940 ACTUAL AMOUNT