Civic Intelligence

Alder Health Services Inc

EIN 23-2485020 • 501(c)3 • Harrisburg, PA

Profile

Mission - "alder heath services improves the health and well-being of individuals living with hiv/aids and members of the lgbtq+ communities in south central pennsylvania by providing an inclusive and affirming environment that empowers the people we serve." vision - by providing high quality case management and supports, health and wellness education, and physical and mental health services, alder health services strives to: reduce the rate of hiv infection, ensure access to person-centered care, foster a healthy and informed community. Core values - alder health's services and programs are designed to be reflective of the values that guide and support the agency's mission: - client-driven - compassion - collaboration - inclusion - leadership - service to others

100 N Cameron St Suite 301-eastHarrisburg, PA 17101

www.alderhealth.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.71x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

1.13x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$120,344

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

80th percentile

19%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$3,081,952

Down $298,771 (-8.8%) from 2023

Liabilities

Up

$2,311,357

Up $37 (+0.0%) from 2023

Net Assets

Down

$770,595

Down $298,808 (-28%) from 2023

Revenue

Down

$2,004,410

Down $842,517 (-30%) from 2023

Expenses

Down

$2,278,198

Down $736,674 (-24%) from 2023

Net Income

Down

-$273,788

Down $105,843 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $998,973Liabilities 2011: $85,321Net Assets 2011: $913,6522011Assets 2012: $1,014,410Liabilities 2012: $118,388Net Assets 2012: $896,0222012Assets 2013: $815,345Liabilities 2013: $86,848Net Assets 2013: $728,4972013Assets 2014: $567,794Liabilities 2014: $101,231Net Assets 2014: $466,5632014Assets 2015: $597,033Liabilities 2015: $296,012Net Assets 2015: $301,0212015Assets 2016: $804,078Liabilities 2016: $360,082Net Assets 2016: $443,9962016Assets 2017: $1,455,720Liabilities 2017: $628,525Net Assets 2017: $827,1952017Assets 2018: $1,967,612Liabilities 2018: $560,537Net Assets 2018: $1,407,0752018Assets 2019: $1,828,361Liabilities 2019: $594,830Net Assets 2019: $1,233,5312019Assets 2020: $2,315,248Liabilities 2020: $1,224,934Net Assets 2020: $1,090,3142020Assets 2021: $2,397,273Liabilities 2021: $1,216,498Net Assets 2021: $1,180,7752021Assets 2022: $2,166,762Liabilities 2022: $908,558Net Assets 2022: $1,258,2042022Assets 2023: $3,380,723Liabilities 2023: $2,311,320Net Assets 2023: $1,069,4032023Assets 2024: $3,081,952Liabilities 2024: $2,311,357Net Assets 2024: $770,5952024

Highlighted filing

2024

Assets$3,081,952
Liabilities$2,311,357
Net Assets$770,595

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,015,355Expenses 2011: $1,638,580Net Income 2011: $376,7752011Expenses 2012: $1,942,3272012Expenses 2013: $2,077,2172013Revenue 2014: $1,272,405Expenses 2014: $1,539,086Net Income 2014: -$266,6812014Revenue 2015: $1,109,931Expenses 2015: $1,275,882Net Income 2015: -$165,9512015Revenue 2016: $1,585,966Expenses 2016: $1,442,417Net Income 2016: $143,5492016Revenue 2017: $2,070,774Expenses 2017: $1,687,575Net Income 2017: $383,1992017Revenue 2018: $2,472,778Expenses 2018: $1,892,898Net Income 2018: $579,8802018Revenue 2019: $2,475,254Expenses 2019: $2,648,798Net Income 2019: -$173,5442019Revenue 2020: $2,763,547Expenses 2020: $2,906,207Net Income 2020: -$142,6602020Revenue 2021: $2,829,628Expenses 2021: $2,749,062Net Income 2021: $80,5662021Revenue 2022: $2,969,896Expenses 2022: $2,880,456Net Income 2022: $89,4402022Revenue 2023: $2,846,927Expenses 2023: $3,014,872Net Income 2023: -$167,9452023Revenue 2024: $2,004,410Expenses 2024: $2,278,198Net Income 2024: -$273,7882024

Highlighted filing

2024

Revenue$2,004,410
Expenses$2,278,198
Net Income-$273,788

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$2.31$0.77$2.00$2.28$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$2.31$1.07$2.85$3.01$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.91$1.26$2.97$2.88$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$1.22$1.18$2.83$2.75$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$1.22$1.09$2.76$2.91$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.59$1.23$2.48$2.65$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.56$1.41$2.47$1.89$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.63$0.83$2.07$1.69$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.36$0.44$1.59$1.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.30$0.30$1.11$1.28$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.10$0.47$1.27$1.54$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.09$0.73$2.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.12$0.90$1.94
2011Summary only. Only limited summary data is available for this year.$1.00$0.09$0.91$2.02$1.64$0.38
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 26, 2023
Return Version
2021v4.0
Gross Receipts
$8,478,442
Mission and Program Overview

Mission

Alder heath services improves the health and well-being of individuals living with hiv/aids and members of the lgbtq+ communities in south central pennsylvania by providing an inclusive and affirming environment that empowers the people we serve.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,292,891$1,195,925▼ $96,966
Cash and Non-Interest-Bearing Accounts$562,970$441,836▼ $121,134
Land, Buildings, and Equipment, Net$218,521$192,681▼ $25,840
Pledges and Grants Receivable$161,943$164,058▲ $2,115
Prepaid Expenses and Deferred Charges$110,106$99,514▼ $10,592
Total Assets$2,397,273$2,166,762▼ $230,511
Other Assets Total$50,842$72,748▲ $21,906
Liabilities
Accounts Payable and Accrued Expenses$696,664$822,984▲ $126,320
Mortgage Notes Payable Secured by Investment Property$435,697$77,574▼ $358,123
Deferred Revenue$84,137$8,000▼ $76,137
Total Liabilities$1,216,498$908,558▼ $307,940
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,120,448$1,177,297▲ $56,849
Net Assets With Donor Restrictions$60,327$80,907▲ $20,580
Total Net Assets Fund Balance$1,180,775$1,258,204▲ $77,429
Total Liabilities and Net Assets / Fund Balance$2,397,273$2,166,762▼ $230,511

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$158,642$70,420$229,062
Equipment$9,267$204,513$213,780
Other Land Buildings$24,772$111,595$136,367

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$41,934$37,100▼ $10,844$-3,100$63,840
2020$29,632$1,584▲ $12,863$-1,491$41,934
2019$31,733$1,471▲ $15$-3,031$29,632
2018$30,741$1,581▲ $1,558$-1,581$31,733
2017$27,695$1,499▲ $3,597$-1,499$30,741
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rosemary BrownePresident anFT$120,151$3,978$124,129

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,172,909
Program Service Revenue
$314,116
Investment Income
$1,189
Other Revenue
$1,481,682
All Other Contributions
$127,665
Change in Net Assets
$89,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,968,646
Revenue Not Reported on Financial Statements
$1,250
Revenue Not Reported on Form 990
$5,436,370
Total Revenue per Audited Statements
$8,405,016
Total Revenue per Form 990
$2,969,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,596,767
Other Expenses$1,283,689
Total Fundraising Expense$208,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$947,354$161,901$81,701$1,190,956
Occupancy$256,202$96,333$31,977$384,512
Other Employee Benefits$133,617$31,982$15,073$180,672
Current Officers, Directors, Trustees, and Key Employees$34,736$57,893$23,158$115,787
Payroll Taxes$81,763$18,701$8,888$109,352
Fees for Services Other$25,302$42,127$1,940$69,369
Office Expenses$36,472$17,042$4,553$58,067
Depreciation Depletion$24,536$9,226$3,062$36,824
Information Technology$22,009$8,275$2,747$33,031
Other Expenses$45,505$60,165$23,259$23,259
Fees for Services Accounting-$11,606-$11,606
Advertising--$11,182$11,182
Conferences and Meetings$5,713$1,523$381$7,617
Travel$4,675$550$275$5,500
Interest$3,615$1,359$451$5,425
Fees for Service Investment Mgmnt Fees$4,040$1,250-$5,290
All Other Expenses$1,326--$1,326
Total Functional Expenses$2,151,876$519,933$208,647$2,880,456

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,327,587
Total Expenses per Audited Statements$8,327,587
Total Expenses per Form 990$2,880,456
Expenses Not Reported on Financial Statements$-5,447,131
Other Expense Adjustments$-5,448,381
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

There are no committees with the authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the finance committee. It is then provided to all board members for their review.

Form 990, Page 6, Part VI, Line 12C

Enforcement of conflict of interest policy if a conflict is identified, that individual is asked to resolve the conflict immediately. If the individual is unwilling to eliminate the conflict, he or she will be asked to end the relationship with the agency.

Form 990, Page 6, Part VI, Line 15A

The board reviews market data to determine reasonable compensation for president and ceo and key employees. Upon satisfactory review, board approves annual compensation for president and ceo and key employees.

Form 990, Page 6, Part VI, Line 15B

The board reviews market data to determine reasonable compensation for president and ceo and key employees. Upon satisfactory review, board approves annual compensation for president and ceo and key employees.

Form 990, Page 6, Part VI, Line 19

Governing documents available upon request.

Filing and Contact Details

Filer

Filer Name
Alder Health Services Inc
EIN
23-2485020
Phone
7172337190
Address
100 N CAMERON ST SUITE 301-EAST, HARRISBURG, PA 17101

Signing Officer

Name
Rosemary Browne
Title
President and CEO
Phone
7172337190
Signed
2023-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rosemary Browne
Formed
1987
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
33
Volunteers
14

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Brian R Marchuck
Phone
7177617171
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Mission - "alder heath services improves the health and well-being of individuals living with hiv/aids and members of the lgbtq+ communities in south central pennsylvania by providing an inclusive and affirming environment that empowers the people we serve." vision - by providing high quality case management and supports, health and wellness education, and physical and mental health services, alder health services strives to: reduce the rate of hiv infection, ensure access to person-centered care, foster a healthy and informed community. Core values - alder health's services and programs are designed to be reflective of the values that guide and support the agency's mission: - client-driven - compassion - collaboration - inclusion - leadership - service to others

Form 990, Page 2, Part III, Line 4A

Alder health services is a dedicated advocate for the physical, mental and social service needs of individuals infected and affected by hiv/aids and members of communities traditionally underserved by the health care system. Our services have a particular focus on lesbian, gay, bisexual, transgender and queer/questioning (lgbtq+) persons. Alder health strives to create an environment where all patients are comfortable being who they are, and we work to establish honest, trusting and non-judgmental relationships that are focused on helping the people we serve to make health choices that are right for them. We are committed to treating the whole person based on an integrated delivery system of client-centered primary care, mental health, wellness, medical case management and support services. Alder health provides comprehensive, gender affirming health care in four (4) core areas: primary care - quality medical care in a comfortable setting that is open and affirming. A special emphasis is placed on providing services addressing health disparities affecting the lgbtq+ community, including hormone replacement therapy (hrt) for transgender individuals. Alder health provides additional services through its family planning program. Behavioral health - commitment to treating the whole person based using strengths-based and client centered services including mental health therapy, transgender inclusive services, psychiatric services and assessment, and medication management through telepsychiatry. Case management & community support services - medical case management services are dedicated to helping hiv-positive individuals make informed choices about their care. This includes educating clients on treatment options, reducing fear and stigma, access to medical care, health insurance, prescription medications, financial assistance with housing and utilities, a food pantry, clothing market, mental health services and other community resources available to address barriers to gainful employment and affordable housing. Testing & wellness services - free and confidential hiv/std screening including syphilis, gonorrhea, and chlamydia, targeted prevention initiatives for high-risk groups including men who have sex with men (msm), and preexposure prophylaxis (prep). Hiv/std testing is conducted requiring no appointment and at no charge every monday and wednesday night at our harrisburg location from 4:00 - 8:00 pm. Wellness center activities are offered both in-person and virtually including trauma-informed yoga, self- defense, and social support groups. As of june 2022, alder heath services provided: -6,425 primary care and mental health visits for more than 1,500 individuals -health and supports needs for 249 hiv+ case management clients -1,326 hiv/sti testing and treatment services -44,639 in hiv-related housing, utilities, food and other assistance -479,240 patient savings through eligibility for the 340b pharmacy program "agency strategic plan was approved in september 2021 by the board of directors in collaboration with alder management staff. This plan is for the period 2021-2024. The key strategic priorities established are: 1. Enhance, refine and/or expand core services 2. Increase awareness and support of alder health services 3. Maximize and diversify income growth 4. Be an anti-racist, diverse, equitable, and inclusive organization

Form 990, Part XI, Line 9

Pharmacy program fees 5,508,546 provision for bad debt -60,165 pharmacy program fees -5,508,546 provision for bad debt 60,165

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Pharmacy program fees 5,508,546 provision for bad debt -60,165

Schedule D, Page 4, Part XII, Line 4B

Pharmacy program fees -5,508,546 provision for bad debt 60,165

Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0ALDER HEALTH SERVICES IS A DEDICATED ADVOCATE FOR THE PHYSICAL, MENTAL AND SOCIAL SERVICE NEEDS OF INDIVIDUALS INFECTED AND AFFECTED BY HIV/AIDS AND MEMBERS OF COMMUNITIES TRADITIONALLY UNDERSERVED BY THE HEALTH CARE SYSTEM. OUR SERVICES HAVE A PARTICULAR FOCUS ON LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER/QUESTIONING (LGBTQ+) PERSONS. ALDER HEALTH STRIVES TO CREATE AN ENVIRONMENT WHERE ALL PATIENTS ARE COMFORTABLE BEING WHO THEY ARE, AND WE WORK TO ESTABLISH HONEST, TRUSTING AND NON-JUDGMENTAL RELATIONSHIPS THAT ARE FOCUSED ON HELPING THE PEOPLE WE SERVE TO MAKE HEALTH CHOICES THAT ARE RIGHT FOR THEM. WE ARE COMMITTED TO TREATING THE WHOLE PERSON BASED ON AN INTEGRATED DELIVERY SYSTEM OF CLIENT-CENTERED PRIMARY CARE, MENTAL HEALTH, WELLNESS, MEDICAL CASE MANAGEMENT AND SUPPORT SERVICES. ALDER HEALTH PROVIDES COMPREHENSIVE, GENDER AFFIRMING HEALTH CARE IN FOUR (4) CORE AREAS: PRIMARY CARE - QUALITY MEDICAL CARE IN A COMFORTABLE SETTING THAT IS OPEN AND AFFIRMING. A SPECIAL EMPHASIS IS PLACED ON PROVIDING SERVICES ADDRESSING HEALTH DISPARITIES AFFECTING THE LGBTQ+ COMMUNITY, INCLUDING HORMONE REPLACEMENT THERAPY (HRT) FOR TRANSGENDER INDIVIDUALS. ALDER HEALTH PROVIDES ADDITIONAL SERVICES THROUGH ITS FAMILY PLANNING PROGRAM. BEHAVIORAL HEALTH - COMMITMENT TO TREATING THE WHOLE PERSON BASED USING STRENGTHS-BASED AND CLIENT CENTERED SERVICES INCLUDING MENTAL HEALTH THERAPY, TRANSGENDER INCLUSIVE SERVICES, PSYCHIATRIC SERVICES AND ASSESSMENT, AND MEDICATION MANAGEMENT THROUGH TELEPSYCHIATRY. CASE MANAGEMENT & COMMUNITY SUPPORT SERVICES - MEDICAL CASE MANAGEMENT SERVICES ARE DEDICATED TO HELPING HIV-POSITIVE INDIVIDUALS MAKE INFORMED CHOICES ABOUT THEIR CARE. THIS INCLUDES EDUCATING CLIENTS ON TREATMENT OPTIONS, REDUCING FEAR AND STIGMA, ACCESS TO MEDICAL CARE, HEALTH INSURANCE, PRESCRIPTION MEDICATIONS, FINANCIAL ASSISTANCE WITH HOUSING AND UTILITIES, A FOOD PANTRY, CLOTHING MARKET, MENTAL HEALTH SERVICES AND OTHER COMMUNITY RESOURCES AVAILABLE TO ADDRESS BARRIERS TO GAINFUL EMPLOYMENT AND AFFORDABLE HOUSING. TESTING & WELLNESS SERVICES - FREE AND CONFIDENTIAL HIV/STD SCREENING INCLUDING SYPHILIS, GONORRHEA, AND CHLAMYDIA, TARGETED PREVENTION INITIATIVES FOR HIGH-RISK GROUPS INCLUDING MEN WHO HAVE SEX WITH MEN (MSM), AND PREEXPOSURE PROPHYLAXIS (PREP). HIV/STD TESTING IS CONDUCTED REQUIRING NO APPOINTMENT AND AT NO CHARGE EVERY MONDAY AND WEDNESDAY NIGHT AT OUR HARRISBURG LOCATION FROM 4:00 - 8:00 PM. WELLNESS CENTER ACTIVITIES ARE OFFERED BOTH IN-PERSON AND VIRTUALLY INCLUDING TRAUMA-INFORMED YOGA, SELF- DEFENSE, AND SOCIAL SUPPORT GROUPS. AS OF JUNE 2022, ALDER HEATH SERVICES PROVIDED: -6,425 PRIMARY CARE AND MENTAL HEALTH VISITS FOR MORE THAN 1,500 INDIVIDUALS -HEALTH AND SUPPORTS NEEDS FOR 249 HIV+ CASE MANAGEMENT CLIENTS -1,326 HIV/STI TESTING AND TREATMENT SERVICES -44,639 IN HIV-RELATED HOUSING, UTILITIES, FOOD AND OTHER ASSISTANCE -479,240 PATIENT SAVINGS THROUGH ELIGIBILITY FOR THE 340B PHARMACY PROGRAM "AGENCY STRATEGIC PLAN WAS APPROVED IN SEPTEMBER 2021 BY THE BOARD OF DIRECTORS IN COLLABORATION WITH ALDER MANAGEMENT STAFF. THIS PLAN IS FOR THE PERIOD 2021-2024. THE KEY STRATEGIC PRIORITIES ESTABLISHED ARE: 1. ENHANCE, REFINE AND/OR EXPAND CORE SERVICES 2. INCREASE AWARENESS AND SUPPORT OF ALDER HEALTH SERVICES 3. MAXIMIZE AND DIVERSIFY INCOME GROWTH 4. BE AN ANTI-RACIST, DIVERSE, EQUITABLE, AND INCLUSIVE ORGANIZATION
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