ALDIE FOUNDATION (EIN 232044355) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

GERALD BIRKELBACH

Phone

2153458530

Tax Period

2023-07-01 to 2024-06-30

ALDIE FOUNDATION, founded in 1972, is a community nonprofit in the Mental Health sector that reported $5.0M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $4.8M left a modest 3% surplus.

Mission

TO PROVIDE A WARM, CARING ENVIRONMENT WITH EDUCATIONAL AND THERAPEUTIC INTERVENTIONS THAT WILL ENABLE RESIDENTS OF BUCKS AND SURROUNDING COUNTIES TO EFFECTIVELY ADDRESS THEIR SUBSTANCE ABUSE AND CO-OCCURRING HEALTH PROBLEMS THROUGH INTEGRATED SCREENING, ASSESSMENT, REFERRAL AND TREATMENT; AND TO LEARN TO LIVE HEALTHFULLY AND MEANINGFULLY ONE DAY AT A TIME.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $253,652

Program Service Revenue $4,634,850

Investment Income $42,527

Other Revenue $49,890

TOTAL REVENUE $4,980,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,494,811

Fundraising Expenses $2,039

Program Expenses $3,675,957

Other Expenses $1,316,029

TOTAL EXPENSES $4,810,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,980,919	$6,140,105	-0.2%
Expenses	$4,810,840	$5,424,488	-0.1%
Net Income	$170,079	$715,617	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$214,429

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN B GETZOW	PHYSICIAN	40.00	Highest	$241,590	$47,112	$288,702
NICHOLAS LEISER	PHYSICIAN	40.00	Highest	$215,928	$12,140	$228,068
GERALD BIRKELBACH	CHIEF EXECUTIVE OFFICER	40.00	Officer	$154,523	$37,465	$191,988
STEPHANIE FARLEY	CHIEF FINANCIAL OFFICER	6.00	Officer	$21,171	$1,270	$22,441
MARK EASTBURN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DARRELL TRIBUE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JEFFREY RIEDER	TREASURER	2.00	Officer Director	$0	$0	$0
ANTHONY SANTORO	SECRETARY	2.00	Officer Director	$0	$0	$0
VINCENT DEON	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MACLIN	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$4,980,919	$4,810,840	$6,320,835	$170,079
2023	$6,140,105	$5,424,488	$6,358,458	$715,617
2022	$6,082,892	$5,688,428	$5,576,847	$394,464
2021	$6,089,934	$4,999,638	$5,402,485	$1,090,296
2020	$5,167,652	$5,088,148	$5,189,714	$79,504
2019	$5,746,998	$5,623,197	$4,880,957	$123,801

ALDIE FOUNDATION