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Nonprofiteer
← APT FOUNDATION INC

Form 990 for tax year 2023

Filed by APT FOUNDATION INC.

Totals

Total revenue
$38,953,787
Total expenses
$36,748,323
Contributions and grants received
$8,808,088
Grants paid
$0
Program service revenue
$29,712,987
Investment income
$154,224
Other revenue
$278,488
Total assets, end of year
$30,177,032
Total liabilities, end of year
$7,489,948
Net assets or fund balances, end of year
$22,687,084
Program services expenses (Part IX)
$29,095,465
Management and general expenses
$7,652,858
Fundraising expenses
$0
Program service expenses (Part III)
$29,095,465

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $650

  • 1e · Government grants (contributions)

    $8,782,406

  • 1f · All other contributions, gifts and grants

    $25,032

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $29,580,525 · related or exempt $29,580,525

  • 2b · Program service revenue: PATIENT FEES

    total $132,462 · related or exempt $132,462

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $154,224 · excluded $154,224

  • 6a · Gross rents

    real property $38,400

  • 6b · Less rental expenses

    real property $61,479

  • 6c · Rental income or loss

    real property -$23,079 · personal property $0

  • 6d · Net rental income or loss

    total -$23,079 · excluded -$23,079

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Miscellaneous income

    total $301,567 · related or exempt $301,567

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $301,567

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $588,200 · program services $211,129 · management and general $377,071

  • 7 · Other salaries and wages

    total $19,721,657 · program services $16,825,556 · management and general $2,896,101

  • 8 · Pension plan contributions

    total $564,777 · program services $473,757 · management and general $91,020

  • 9 · Other employee benefits

    total $3,581,248 · program services $3,004,088 · management and general $577,160

  • 10 · Payroll taxes

    total $1,313,054 · program services $1,101,440 · management and general $211,614

  • 11b · Fees: legal

    total $51,210 · management and general $51,210

  • 11c · Fees: accounting

    total $82,975 · management and general $82,975

  • 11g · Fees: other

    total $1,698,232 · program services $1,440,844 · management and general $257,388 · fundraising $0

  • 12 · Advertising and promotion

    total $38,600 · program services $13,855 · management and general $24,745

  • 13 · Office expenses

    total $3,806,980 · program services $2,675,998 · management and general $1,130,982

  • 14 · Information technology

    total $374,908 · program services $134,570 · management and general $240,338

  • 16 · Occupancy

    total $1,679,422 · program services $1,130,191 · management and general $549,231

  • 17 · Travel

    total $277,413 · program services $252,851 · management and general $24,562

  • 20 · Interest

    total $116,992 · management and general $116,992

  • 22 · Depreciation, depletion and amortization

    total $948,181 · program services $483,242 · management and general $464,939

  • 23 · Insurance

    total $515,290 · program services $395,904 · management and general $119,386

  • 24a · Other expenses: LABORATORY & PHARMACY

    total $470,676 · program services $465,295 · management and general $5,381

  • 24b · Other expenses: SECURITY & ALARM

    total $147,386 · program services $138,060 · management and general $9,326

  • 24c · Other expenses: LICENSES/MEMBERSHIPS

    total $129,827 · program services $46,600 · management and general $83,227

  • 24d · Other expenses: TAXES

    total $112,155 · program services $112,155

  • 24e · All other expenses

    total $529,140 · program services $189,930 · management and general $339,210 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,313,536 · end of year $6,483,038

  • 3 · Pledges and grants receivable

    beginning of year $739,268 · end of year $581,262

  • 4 · Accounts receivable

    beginning of year $1,236,038 · end of year $1,332,264

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $649,854 · end of year $528,419

  • 10a · Land, buildings and equipment: cost or other basis

    $26,260,088

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,619,469

  • 10c · Land, buildings and equipment, net

    beginning of year $14,854,591 · end of year $17,640,619

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,805,933 · end of year $3,611,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,291,497 · end of year $5,777,485

  • 19 · Deferred revenue

    beginning of year $455 · end of year $1,200

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,670,040 · end of year $1,592,944

  • 25 · Other liabilities

    beginning of year $150,304 · end of year $118,319

  • 27 · Net assets without donor restrictions

    beginning of year $20,486,924 · end of year $22,687,084

Mission and programs · 2023

Mission

TO PROMOTE HEALTH AND RECOVERY FOR THOSE WHO LIVE WITH SUBSTANCE USE DISORDERS AND/OR MENTAL ILLNESS.

  • 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.

    Expenses $25,635,330 · Revenue $29,625,666

  • 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.

    Expenses $2,653,663 · Revenue $388,888

  • 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.

    Expenses $806,472

As filed on the 2023 return.

Listed in Part VII

  • Janet Ryan

    Board Chair

    Total calculated
    $0
    Hours/week
    3

  • Jay Broderick

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Valerie Goodkin

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Betty Levy

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • David Margolis

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Fred Erskine

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Ismene Petrakis

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lucille Patrone

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Mitchell Gallignano

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Lynn Madden

    CEO

    Total calculated
    $370,863
    From this org
    $341,527
    From related orgs
    $0
    Other
    $29,336
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $317,839
    Bonus
    $22,500
    Other
    $1,188
    Deferred
    $19,151
    Nontaxable benefits
    $10,185
    Filer's total
    $370,863

  • Michelle Michaud

    CFO/Treasurer

    Total calculated
    $219,845
    From this org
    $211,816
    From related orgs
    $0
    Other
    $8,029
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $193,651
    Bonus
    $18,000
    Other
    $165
    Deferred
    $7,721
    Nontaxable benefits
    $308
    Filer's total
    $219,845

  • Daniel Iead

    Director Residential Services

    Total calculated
    $172,566
    From this org
    $143,791
    From related orgs
    $0
    Other
    $28,775
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $124,356
    Bonus
    $18,750
    Other
    $685
    Deferred
    $8,197
    Nontaxable benefits
    $20,578
    Filer's total
    $172,566

  • Julia M Shi

    Medical Director Primary Care

    Total calculated
    $288,399
    From this org
    $249,572
    From related orgs
    $0
    Other
    $38,827
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $230,384
    Bonus
    $18,000
    Other
    $1,188
    Deferred
    $13,714
    Nontaxable benefits
    $25,113
    Filer's total
    $288,399

  • Katherine Dangelo

    APRN

    Total calculated
    $154,285
    From this org
    $152,441
    From related orgs
    $0
    Other
    $1,844
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $146,450
    Bonus
    $5,875
    Other
    $116
    Deferred
    $1,593
    Nontaxable benefits
    $251
    Filer's total
    $154,285

  • Mary Giannotti

    APRN

    Total calculated
    $170,930
    From this org
    $141,432
    From related orgs
    $0
    Other
    $29,498
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $133,660
    Bonus
    $7,500
    Other
    $272
    Deferred
    $8,908
    Nontaxable benefits
    $20,590
    Filer's total
    $170,930

  • Robert M Freeman

    Director Clinical Operations

    Total calculated
    $162,704
    From this org
    $145,140
    From related orgs
    $0
    Other
    $17,564
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $126,546
    Bonus
    $18,000
    Other
    $594
    Deferred
    $7,455
    Nontaxable benefits
    $10,109
    Filer's total
    $162,704

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 174 HA LLC

    REAL ESTATE HOLDING COMPANY · CT · income $22,800 · assets $140,068

    Directly controlled by APT FOUNDATION INC

  • 352 SS COMPANY LLC

    REAL ESTATE HOLDING COMPANY · CT · income $231,600 · assets $2,073,894

    Directly controlled by APT FOUNDATION INC

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202531209349301303

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