2026-05-11T09:55:34-05:00 2025-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2025-01-01 455261907 HEAD STRONG PROJECT INC HEAD 8609654088 4504 162ND STREET 203 FLUSHING NY 11358 DANIEL KAEPERNIK CHIEF EXECUTIVE OFFICER 8609654088 2026-05-04 1 SARAH R PIOT P01358891 4122613644 2025 2025-03-06 01:10:19Z DANIEL KAEPERNIK 4504 162ND STREET 203 FLUSHING NY 11358 14632887 0 X HTTPS://THEHEADSTRONGPROJECT.ORG/ X 2012 DE PROVIDES MENTAL HEALTH SERVICES TO VETERANS, TRANSITIONING SERVICE MEMBERS, AND FAMILIES CONNECTED TO THE CARE. 16 16 31 22 0 0 10216865 12497047 699920 991380 231682 235801 90474 -87402 11238941 13636826 0 0 0 0 4248032 4529083 0 0 1259301 8192050 9434864 12440082 13963947 -1201141 -327121 11642968 11336424 1095397 1115974 10547571 10220450 X THE HEAD STRONG PROJECT (HEADSTRONG) IS A NON-PROFIT ORGANIZATION FOUNDED IN 2012 THAT PROVIDES BARRIER-FREE, STIGMA-FREE PTSD TREATMENT TO VETERANS, TRANSITIONING SERVICE MEMBERS, AND FAMILY MEMBERS CONNECTED TO THEIR CARE. 0 0 11933211 991380 THE HEADSTRONG PROJECT IS DELIVERING MEASURABLE, LIFE-CHANGING RESULTS FOR VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. IN 2025, HEADSTRONG PROVIDED OVER 52,000 INDIVIDUAL THERAPY SESSIONS TO MORE THAN 2,900 UNIQUE CLIENTS 70% OF WHICH WERE DELIVERED VIA TELEHEALTH, ENSURING ACCESSIBILITY FOR CLIENTS IN RURAL, REMOTE, AND UNDERSERVED COMMUNITIES ACROSS ALL 50 STATES. HEADSTRONG'S GOAL IS TO HELP OUR CLIENTS "TRIUMPH OVER TRAUMA" BY PROVIDING THEM WITH EFFECTIVE MENTAL HEALTH TREATMENT.SEE CONTINUATION ON SCHEDULE O. 11933211 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 316 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 AL AK AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X JANEL SKELLEY 3322442907 4504 162ND ST STE 203 FLUSHING NY 11358 PAUL CASEY CHAIRMAN 5.00 X X 0 0 0 DAVID PETRUCCO VICE CHAIR 5.00 X X 0 0 0 MEGAN ORTIZ SECRETARY & TREASURER 5.00 X X 0 0 0 TIMOTHY BRADLEY DIRECTOR 5.00 X 0 0 0 WILLIAM KYLE CARPENTER DIRECTOR (EXIT 6/25) 5.00 X 0 0 0 KEVIN ELDER DIRECTOR 5.00 X 0 0 0 JAY EPSTEIN DIRECTOR 5.00 X 0 0 0 GREG FISHMAN DIRECTOR 5.00 X 0 0 0 UMAR LATIF DIRECTOR (EXIT 7/25) 5.00 X 0 0 0 W JAMESON MCFADDEN DIRECTOR 5.00 X 0 0 0 DARLAN MONTERISI DIRECTOR 5.00 X 0 0 0 KENNY POLCARI DIRECTOR (ENTER 7/25) 5.00 X 0 0 0 ALBERT RABIL III DIRECTOR 5.00 X 0 0 0 KENNETH RICHTER DIRECTOR (ENTER 9/25) 5.00 X 0 0 0 TIMOTHY RYAN SPARKS DIRECTOR 5.00 X 0 0 0 PETER WESTMEYER DIRECTOR 5.00 X 0 0 0 JIM WILKINSON DIRECTOR 5.00 X 0 0 0 WILLIAM WOLFE DIRECTOR (EXITED 12/25) 5.00 X 0 0 0 MATT ZUBROW DIRECTOR 5.00 X 0 0 0 DANIEL KAEPERNIK CHIEF EXECUTIVE OFFICER 40.00 X 277070 0 47954 JANEL SKELLEY CHIEF FINANCIAL OFFICER 40.00 X 203767 0 7983 EDWARD G LORD CHIEF REVENUE OFFICER 40.00 X 203376 0 63086 AMY M WILLIAMS PHD CHIEF CLINICAL OFFICER 40.00 X 208445 0 26963 RANDY M BAKER VICE PRESIDENT CORPORATE PARTNERSHIPS 40.00 X 166737 0 10152 ERIN M MINTMIER VICE PRESIDENT MAJOR GIFTS 40.00 X 160174 0 25319 EVELYN POLCARI SR. DIRECTOR STRATEGIC PLANNING 40.00 X 155045 0 6981 LOIS SLUBOWSKI DIRECTOR, REVENUE OPERATIONS 40.00 X 146766 0 8983 ANNA CRANE SR DIRECTOR NETWORK CLINICAL OPERERATIONS 40.00 X 153800 0 8862 1675180 0 206283 18 0 1 0 PIER SIXTY THE LIGHTHOUSE CURRENT 62 CHELSEA PIERS STE 300 NEW YORK NY 10011 EVENT SERVICES 299954 DR ANN ASPNES LLC CBT MARYLAND 10137 CAPE ANN DRIVE COLUMBIA MD 21046 MENTAL HEALTH SERVICES 143226 RENEW YOUR LIFE COUNSELING LLC 67 MONTERREY AVENUE KENNER LA 70065 MENTAL HEALTH SERVICES 117600 SD HOLISTIC INTERGRATIVE PYSCH 1306 NORTH GRIFFITH PARK DRIVE BURBANK CA 91506 MENTAL HEALTH SERVICES 117516 JOURNEY COUNSELING LLC 2208 MARTLET LANE VIRGINIA BEACH VA 23456 MENTAL HEALTH SERVICES 108730 7 5956817 228204 6312026 368714 12497047 COUNSELING SERVICE FEES 900099 991380 991380 991380 237750 237750 90474 0 90474 90474 90474 306278 308227 -1949 -1949 -1949 505725 5956817 687834 -182109 -182109 4233 4233 4233 13636826 995613 0 144166 1009473 694614 113723 201136 2868977 1848971 351453 668553 79751 51300 9782 18669 292271 192752 34755 64764 278611 182262 33540 62809 240 144 36 60 42800 42800 413283 364567 17731 30985 11761 4949 2284 4528 17262 9543 2766 4953 273509 169323 38518 65668 94823 56456 14333 24034 145575 78991 22571 44013 68998 31198 12678 25122 4113 2468 617 1028 30943 22037 3299 5607 PROGRAM TREATMENT FEES 8172377 8172377 159180 51259 70549 37372 13963947 11933211 771435 1259301 2651791 890854 5086284 7275430 3431439 2937046 131970 0 136923 94147 22443 4113 0 18330 204561 120617 11642968 11336424 806038 922129 45640 37780 243719 156065 1095397 1115974 X 5291495 5361955 5256076 4858495 10547571 10220450 11642968 11336424 -327121 0 X X 0 1 X 1 0 X 10849372 19923972 5638891 10216865 12314938 58944038 10849372 19923972 5638891 10216865 12314938 58944038 9026400 49917638 1322 102856 310009 324664 328224 1067075 611 611 60011724 2530832 0.83180 0.84950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22443 4113 18330 18330 OPERATING LEASE LIABILITY 126598 SECURITY DEPOSIT PAYABLE 29467 156065 X 13728907 92081 92081 13636826 0 13636826 14056028 92081 92081 13963947 0 13963947 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDING DECEMBER 31, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 2025 NYC GALA 6064111 5657753 406358 15081 294875 19000 228213 PIPING ROCK 251468 190921 60547 34873 14125 10000 17176 1 146963 108143 38820 9760 16382 7849 20500 6462542 5956817 505725 59714 325382 36849 265889 687834 -182109 X X 0 0 0 0 0 0 0 1 0 DANIEL KAEPERNIK CHIEF EXECUTIVE OFFICER 250820 0 26250 0 0 0 7829 0 40125 0 325024 0 0 0 EDWARD G LORD CHIEF REVENUE OFFICER 203376 0 0 0 0 0 6515 0 56571 0 266462 0 0 0 AMY M WILLIAMS PHD CHIEF CLINICAL OFFICER 208445 0 0 0 0 0 6398 0 20565 0 235408 0 0 0 JANEL SKELLEY CHIEF FINANCIAL OFFICER 193767 0 10000 0 0 0 4704 0 3279 0 211750 0 0 0 ERIN M MINTMIER VICE PRESIDENT MAJOR GIFTS 160174 0 0 0 0 0 4950 0 20369 0 185493 0 0 0 RANDY M BAKER VICE PRESIDENT CORPORATE PARTNERSHIPS 166737 0 0 0 0 0 5152 0 5000 0 176889 0 0 0 ANNA CRANE SR DIRECTOR NETWORK CLINICAL OPERERATIONS 153800 0 0 0 0 0 4710 0 4152 0 162662 0 0 0 EVELYN POLCARI SR. DIRECTOR STRATEGIC PLANNING 155045 0 0 0 0 0 4659 0 2322 0 162026 0 0 0 LOIS SLUBOWSKI DIRECTOR, REVENUE OPERATIONS 146766 0 0 0 0 0 4502 0 4481 0 155749 0 0 0 PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER RECEIVED BONUSES OF $26,250 AND $10,000 RESPECTIVELY. X 6 306278 FAIR MARKET VALUE X AUCTION ITEMS 11 62436 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED DECEMBER 31, 2025. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: THE HEADSTRONG PROJECT WAS BORN FROM THE LIVED EXPERIENCE OF WAR AND THE URGENT NEED TO HEAL ITS INVISIBLE WOUNDS. U.S. MARINE CAPTAIN ZACH ISCOL RETURNED HOME AFTER SERVING TWO COMBAT TOURS IN IRAQ, INCLUDING LEADING MARINES AND IRAQI SOLDIERS THROUGH SOME OF THE MOST INTENSE FIGHTING OF THE WAR DURING THE SECOND BATTLE OF FALLUJAH. THOUGH HE MADE IT BACK SAFELY, MANY OF HIS FELLOW MARINES DID NOT AND SOME WHO DID RETURN WERE LATER LOST TO THE SILENT TOLL OF UNTREATED TRAUMA. THE EFFECTS OF POST-TRAUMATIC STRESS WERE UNDENIABLE, AND IT BECAME CLEAR TO ZACH THAT THE SYSTEMS MEANT TO SUPPORT VETERANS WERE FALLING SHORT. ZACH SHARED HIS EXPERIENCE WITH AL RABIL, CEO OF KAYNE ANDERSON, AND DAVE PETRUCCO, CO-FOUNDER AND MANAGING PARTNER AT BACKCAST PARTNERS. BOTH WERE DEEPLY MOVED AND MOTIVATED TO ACT. TOGETHER, IN 2012, THEY SET OUT TO BUILD A NEW MODEL OF MENTAL HEALTH CARE FOR THE VETERAN COMMUNITY: ONE THAT WAS TRAUMA-FOCUSED, STIGMA-FREE, AND EASY TO ACCESS. HEADSTRONG IS DRIVEN BY A SINGLE MISSION: TO HELP OUR NATION'S HEROES TRIUMPH OVER TRAUMA. WE PROVIDE EVIDENCE-BASED CARE FOR POST-TRAUMATIC STRESS DISORDER (PTSD) AND RELATED MENTAL HEALTH CHALLENGES THROUGH A NETWORK OF OVER 315 LICENSED CLINICIANS ACROSS 20 STATES AND WASHINGTON, D.C., WITH TELEHEALTH ACCESS NATIONWIDE. AT THE CORE OF HEADSTRONG'S PROGRAM IS A NATIONWIDE NETWORK OF INDEPENDENTLY LICENSED, TRAUMA-TRAINED CLINICIANS. EVERY PROVIDER IS VETTED FOR BOTH CLINICAL SKILL AND MILITARY CULTURAL COMPETENCE AND IS TRAINED IN ONE OR MORE OF THE LEADING EVIDENCE-BASED THERAPIES FOR PTSD, INCLUDING COGNITIVE PROCESSING THERAPY (CPT), EYE MOVEMENT DESENSITIZATION AND REPROCESSING (EMDR), AND PROLONGED EXPOSURE (PE). MANY ARE ALSO TRAINED IN SUICIDE-SPECIFIC INTERVENTIONS. USING A CONCIERGE-STYLE MATCHING PROCESS THAT CONSIDERS EACH CLIENT'S PREFERENCES AND NEEDS, MOST BEGIN TREATMENT WITHIN 12 DAYS FAR FASTER THAN TYPICAL SYSTEMS. THE PROGRAM INCLUDES 30 COST-FREE THERAPY SESSIONS, WITH OPTIONS FOR FAMILY, COUPLES, GROUP THERAPY, AND PSYCHIATRIC SUPPORT AS NEEDED. CONTINUED CARE IS AVAILABLE AT A MODEST, SUBSIDIZED RATE BASED ON CLINICAL NEED. SINCE OUR FOUNDING IN 2012, WE HAVE DELIVERED OVER 270,000 THERAPY SESSIONS TO MORE THAN 7,000 VETERANS, SERVICE MEMBERS, AND MILITARY FAMILY MEMBERS ACROSS THE COUNTRY. OUR MODEL IS ROOTED IN EVIDENCE-BASED CARE AND BUILT TO FOSTER DEEP ENGAGEMENT, AND THE RESULTS SPEAK FOR THEMSELVES: - 97% OF CLIENTS RETURN AFTER THEIR FIRST SESSION A STRONG INDICATOR OF TRUST, THERAPEUTIC ALLIANCE, AND THE CULTURAL COMPETENCE OF OUR CLINICAL NETWORK. - MORE THAN 60% OF CLIENTS EXPERIENCE CLINICALLY SIGNIFICANT REDUCTIONS IN PTSD SYMPTOMS, AS MEASURED BY THE PCL-5, A VALIDATED SCREENING TOOL USED BY THE U.S. DEPARTMENT OF VETERANS AFFAIRS. - OVER 55% SHOW SIGNIFICANT IMPROVEMENTS IN DEPRESSION SYMPTOMS (PHQ-9), WHICH COMMONLY CO-OCCUR WITH TRAUMA AND ARE A MAJOR RISK FACTOR FOR SUICIDE. - 93% OF CLIENTS RECEIVE AT LEAST FOUR SESSIONS WITHIN THEIR FIRST EIGHT WEEKS, UNDERSCORING OUR COMMITMENT TO TIMELY, CONSISTENT, AND EFFECTIVE CARE. CLIENT-REPORTED OUTCOMES FURTHER VALIDATE OUR IMPACT. UPON DISCHARGE, 90% OF HEADSTRONG CLIENTS WOULD RECOMMEND THE PROGRAM AND 90% REPORT THAT THEIR TREATMENT WAS EFFECTIVE. THESE FIGURES REFLECT NOT ONLY CLINICAL PROGRESS BUT ALSO THE POWER OF A STIGMA-FREE, VETERAN-CENTERED CARE ENVIRONMENT WHERE HEALING CAN TRULY BEGIN. FORM 990, PART III, LINE 4A HEADSTRONG PROVIDES BOTH IN-PERSON AND TELEHEALTH OPTIONS, EFFECTIVELY REACHING MARGINALIZED AND UNDERREPRESENTED SECTORS WITHIN THE SMVF POPULATION. THIS INCLUDES CLIENTS FROM RURAL AREAS, THOSE FACING TRANSPORTATION CHALLENGES, FREQUENT MOVES, MOBILITY LIMITATIONS, OR RESTRICTED FLEXIBILITY DUE TO SCHOOL, WORK, AND CHILDCARE DEMANDS. CONFIDENTIAL, STIGMA-FREE CARE: WE UPHOLD THE HIGHEST STANDARDS OF CONFIDENTIALITY, ENSURING ALL CLIENT INTERACTIONS AND INFORMATION REMAIN PRIVATE AND SECURE. THROUGHOUT TREATMENT, HEADSTRONG EMPHASIZES MONITORING CLINICAL OUTCOMES TO GUIDE TREATMENT AND ESTABLISH IMPACT. UTILIZING INDUSTRY-STANDARD, PSYCHOMETRICALLY SOUND ASSESSMENT MEASURES, HEADSTRONG TRACKS CLIENT PROGRESS AT BASELINE, BIMONTHLY, AND AT THE END OF TREATMENT. IN ADDITION, ALL CLIENTS RECEIVE CLIENT FEEDBACK SATISFACTION SURVEYS AFTER INTAKE, DURING TREATMENT, AND AFTER DISCHARGE. WITH THESE INDICATORS, HEADSTRONG'S CLINICAL STAFF PROVIDES OVERSIGHT TO ENSURE QUALITY OF CARE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL SERVE AS A CONDUIT BETWEEN MANAGEMENT AND THE BOARD AND WILL MEET MONTHLY TO DISCUSS ROUTINE BUSINESS MATTERS INCLUDING FINANCIAL AND PROGRAM STRATEGY. IN ADDITION, THE EXECUTIVE COMMITTEE SHALL SERVE AS LIAISON TO THE CHIEF EXECUTIVE OFFICER. THE CHAIRPERSON OF THE BOARD SHALL SERVE AS THE CHAIR OF THE EXECUTIVE COMMITTEE. IN THE ABSENCE OF THE CHAIRPERSON, THE VICE CHAIR MAY PRESIDE, OR ANY EXECUTIVE COMMITTEE MEMBERS DESIGNATED BY THE CHAIRPERSON MAY PRESIDE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING THE TAX YEAR AND INCLUDE THE FOLLOWING CHANGES: 1. MEMBERSHIP STRUCTURE - THE CORPORATION NOW HAS MEMBERS. THE INDIVIDUALS SERVING ON THE BOARD SHALL BE THE MEMBERS OF THE CORPORATION AND SHALL CONSTITUTE A SINGLE CLASS OF MEMBERS. 2. THE NUMBER OF THE VOTING MEMBERS OF THE BOARD CHANGED FROM A MINIMUM OF THREE TO SEVEN. 3. THE ORGANIZATION FORMALLY ESTABLISHED STANDING COMMITTEES: AUDIT & FINANCE, NOMINATING & GOVERNANCE AND EXECUTIVE COMMITTEE. 4. OFFICER AND MANAGEMENT STRUCTURE CHANGED TO NOW INCLUDE CHIEF EXECUTIVE OFFICER, TREASURER, SECRETARY AND CHIEF FINANCIAL OFFICER AS OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A FULL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO AFFIRM HE/SHE HAS READ, UNDERSTOOD AND COMPLIED WITH THE POLICY. IN ADDITION, THE DIRECTORS DISCLOSE IN WRITING, TO THE BEST OF THEIR KNOWLEDGE, ANY INTEREST SUCH DIRECTOR MAY HAVE IN ANY CORPORATION, ORGANIZATION, PARTNERSHIP OR OTHER ENTITY WHICH PROVIDES PROFESSIONAL OR OTHER GOODS OR SERVICES TO HEADSTRONG FOR A FEE OR OTHER COMPENSATION, AND ANY POSITION OR OTHER MATERIAL RELATIONSHIP SUCH DIRECTOR MAY HAVE WITH ANY OTHER NOT-FOR-PROFIT CORPORATION WITH WHICH HEADSTRONG HAS A BUSINESS OR OTHER FINANCIAL RELATIONSHIP ( COLLECTIVELY, A "CONFLICT OF INTEREST"). THE FINANCE DEPARTMENT REVIEWS AND MAINTAINS ALL RESPONSES TO THE QUESTIONNAIRE. A COPY OF EACH DISCLOSURE STATEMENT SHALL BE AVAILABLE TO ANY DIRECTOR OF HEADSTRONG ON REQUEST. WHEN ANY MATTER FOR DECISION OR APPROVAL COMES BEFORE THE BOARD OR ANY COMMITTEE OF THE BOARD IN WHICH A DIRECTOR HAS AN INTEREST OR OTHER CONFLICT, THAT INTEREST OR OTHER CONFLICT SHALL BE IMMEDIATELY DISCLOSED TO THE BOARD OR RELEVANT COMMITTEE BY THAT DIRECTOR AND THE DIRECTOR MUST RECUSE HIMSELF/HERSELF FROM THE VOTING. IF THE BOARD HAS REASON TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT WILL INFORM THE DIRECTOR OF THE BASIS OF SUCH BELIEF. IF THE BOARD DETERMINES THAT A DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WHICH WILL BE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS SUBJECT TO REVIEW BY THE BOARD OF DIRECTORS AS RECOMMENDED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 CAN BE FOUND ON IRS.GOV AND GUIDESTAR.ORG WEBSITES. FORM 990, PART XII, QUESTION 2, FINANCIAL STATEMENTS AND REPORTING: THE AUDITED FINANCIALS ARE FIRST REVIEWED/APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND THE EXECUTIVE DIRECTOR OF HEADSTRONG. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.