2026-03-18T16:21:42-05:00 2025-06-30 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2024-07-01 541905826 TREATMENT ADVOCACY CENTER TREA 7032946001 200 DAINGERFIELD ROAD 202 ALEXANDRIA VA 22314 ANN BROWNING HOLLINGSWORTH PRESIDENT 7032946001 2026-03-18 1 1 LUDMILA RENDLEMAN P02490560 7038361350 2026-03-05 2024 2025-03-06 01:10:19Z ANN BROWNING HOLLINGSWORT 200 DAINGERFIELD ROAD 202 ALEXANDRIA VA 22314 3284722 0 X WWW.TREATMENTADVOCACYCENTER.ORG X 1998 VA TO ELIMINATE THE BARRIERS TO TIMELY AND EFFECTIVE TREATMENT OF SEVERE MENTAL ILLNESS (SMI) THROUGH ADVOCACY, PUBLIC EDUCATION, AND SUPPORT FOR INDIVIDUALS AND FAMILIES AFFECTED BY SMI. 14 13 24 18 0 0 3093741 3008945 200198 89015 270946 72772 0 78 3564885 3170810 10000 0 0 0 1817601 2317987 0 0 228368 1176890 1218284 3004491 3536271 560394 -365461 3036932 2882440 204042 292473 2832890 2589967 TO ELIMINATE THE BARRIERS TO TIMELY AND EFFECTIVE TREATMENT OF SEVERE MENTAL ILLNESS (SMI) THROUGH ADVOCACY, PUBLIC EDUCATION, AND SUPPORT FOR INDIVIDUALS AND FAMILIES AFFECTED BY SMI. 0 0 2709040 0 89015 TAC PUSHES FOR REFORM ON HOW WE AS A SOCIETY SERVE PEOPLE WITH SEVERE MENTAL ILLNESS (SMI). WITH THE UNIQUE NEEDS OF THOSE WITH THE MOST SERIOUS ILLNESSES ALWAYS IN MIND, WE APPROACH SYSTEMIC CHANGE THROUGH STATE AND FEDERAL LEGISLATIVE ADVOCACY; POLICY RESEARCH; IMPLEMENTATION OF LIFESAVING ASSISTED OUTPATIENT TREATMENT (AOT) PROGRAMS; AND ENGAGEMENT WITH THE MEDIA ON THE REALITIES OF SMI IN OUR COUNTRY, ALL IN ORDER TO ENSURE THAT WE MAKE INFORMED DECISIONS. PEOPLE'S LIVES DEPEND ON IT. 2709040 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 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 ANN BROWNING HOLLINGSWORTH PRESIDENT 2.00 X X 0 0 0 MICHAEL KNABLE VICE PRESIDENT 2.00 X X 0 0 0 STEPHEN MARQUARD TREASURER 2.00 X X 0 0 0 RANDALL HAGAR SECRETARY 0.10 X X 0 0 0 BARBARA BOYLE TORREY MEMBER 0.10 X 0 0 0 EVELYN BURTON MEMBER 0.10 X 0 0 0 MONALISA JILES MEMBER 0.10 X 0 0 0 ART PENN MEMBER 0.10 X 0 0 0 ILENE PENN MEMBER 0.10 X 0 0 0 CAMERON QUANBECK MEMBER 0.10 X 0 0 0 JONATHAN E SHERIN MEMBER 0.10 X 0 0 0 JONATHAN STANLEY MEMBER 0.10 X 0 0 0 ROBERT H YOLKEN MEMBER 0.10 5.00 X 0 36000 0 E FULLER TORREY MD FOUNDER, EMERITUS 0.10 X 0 0 0 LISA DAILEY EXECUTIVE DIRECTOR 37.50 X 183041 0 14812 KELLY RUSSO DIRECTOR OF DEVELOPMENT 37.50 X 172679 0 10530 SHARRON DAY CHIEF ADMINISTRATIVE OFFICER 37.50 X 140130 0 15036 AMY LUKES DIRECTOR OF AOT IMPLEMENTATION 37.50 X 117937 0 19559 LINDSAY MORAN DIRECTOR OF COMMUNICATIONS AND PUBLIC AFFAIRS 37.50 X 128277 0 25118 NINA RICHTMAN DIRECTOR OF ADVOCACY 37.50 X 116093 0 8245 858157 36000 93300 6 0 1 0 LEAP ASSOCIATES 145 CRESTVIEW CIRCLE PARK CITY UT 84098 COMMUNICATIONS 156000 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVENUE SUITE 800 BETHESDA MD 20814 ACCOUNTING 124931 2 96000 2912945 47941 3008945 CONTRACT REVENUE 900099 89015 89015 89015 44566 44566 142118 113454 458 28664 -458 28206 28206 OTHER 900099 78 78 78 3170810 89015 0 72850 X 289110 241722 31567 15821 1665923 1393572 181098 91253 37432 31294 4089 2049 176142 147523 19064 9555 149380 124885 16317 8178 168758 168758 411921 273749 65307 72865 77367 47953 15615 13799 43457 36351 4734 2372 90724 75847 9910 4967 66640 53420 13112 108 136534 136527 7 53276 44540 5819 2917 15174 15174 DUES/SUBS/REF MATERIALS 118984 98177 17548 3259 SERVICE FEES 21631 21631 TAXES & STATE REGISTRAT 8658 8658 EQUIPMENT RENT & MAINTE 4163 3480 455 228 997 997 3536271 2709040 598863 228368 861323 0 191761 1043884 290971 93539 30334 129217 77306 309949 181851 167510 128098 1337066 1432309 59084 76970 3036932 2882440 127181 198314 8750 13750 68111 80409 204042 292473 X 2495688 2589967 337202 0 2832890 2589967 3036932 2882440 -365461 122538 0 X 0 1 X 1 0 X 2166593 2924235 2609772 3093741 3008945 13803286 2166593 2924235 2609772 3093741 3008945 13803286 7300027 6503259 29040 41750 43059 52046 44566 210461 1356 3854 2597 78 7885 14021632 1017198 0.46380 0.46790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,356. 2021 AMOUNT: $ 3,854. 2022 AMOUNT: $ 2,597. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 78. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31896 1818 33714 3502557 3536271 326814 81704 0 0 265255 291362 300225 326814 1183656 1775484 18727 19623 66363 33714 138427 66314 72841 75056 81704 295915 443873 11875 13824 64503 31896 122098 1377739 200000 152683 73544 1656878 1483631 300000 169393 571710 3339 1377739 1207419 200000 134958 58746 1483631 1165660 200000 -158241 1207419 848662 200000 213721 96723 1165660 1.00000 0.00000 0.00000 0 0 103068 70768 32300 206881 111083 95798 128098 OPERATING LEASE LIABILITY 73396 FINANCE LEASE LIABILITY 7013 80409 X 3294330 122538 982 123520 3170810 0 3170810 3537253 982 982 3536271 0 3536271 PART V, LINE 4: THE ORGANIZATION'S QUASI-ENDOWMENT CONSISTS OF FUNDS WHICH ARE DESIGNATED BY THE BOARD OF DIRECTORS FOR LONG-TERM SUSTAINABILITY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISION OF STATE LAW. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2021. X X X 0 0 0 0 0 0 0 1 0 LISA DAILEY EXECUTIVE DIRECTOR 182482 0 559 0 0 0 6730 0 8082 0 197853 0 0 0 KELLY RUSSO DIRECTOR OF DEVELOPMENT 153133 0 19546 0 0 0 5250 0 5280 0 183209 0 0 0 SHARRON DAY CHIEF ADMINISTRATIVE OFFICER 139585 0 545 0 0 0 5178 0 9858 0 155166 0 0 0 LINDSAY MORAN DIRECTOR OF COMMUNICATIONS AND PUBLI 127705 0 572 0 0 0 4021 0 21097 0 153395 0 0 0 PART I, LINE 7 KELLY RUSSO $19,543 PAY ADJUSTMENT. LISA DAILEY, SHARRON DAY, AMY LUKES, LINDSAY MORAN AND NINA RICHTMAN RECEIVED OFFICE SUPPLY BENEFIT. X 1 47941 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ARTHUR PENN AND ILENE PENN HAVE A FAMILY RELATIONSHIP. E. FULLER TORREY, MD AND BARBARA BOYLE TORREY 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 273,749. MANAGEMENT AND GENERAL EXPENSES 65,307. FUNDRAISING EXPENSES 72,865. TOTAL EXPENSES 411,921. 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 0 1 0 0 1 0 0 0 STANLEY MEDICAL RESEARCH INSTITUTE C 96000 ACTUAL AMOUNT STANLEY MEDICAL RESEARCH INSTITUTE P 115356 ACTUAL AMOUNT