MENTAL HEALTH PARTNERSHIPS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MENTAL HEALTH PARTNERSHIPS (EIN 23-1425035)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-14
- IRS object ID
- 202540739349300639
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-14T12:04:35-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231425035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH PARTNERSHIPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 2157511800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 CHESTNUT STREET 1100 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACQUEL ASSAYE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2157511800 | PhoneNum |
| Signature | 2025-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A LOUGHERY | PreparerPersonNm |
| PTIN | P01603932 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2025-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACQUEL ASSAYE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 CHESTNUT STREET 1100 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,194,531 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MENTALHEALTHPARTNERSHIPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PEER-TO-PEER MENTAL HEALTH SERVICES, TRAINING AND ADVOCACYMENTAL HEALTH PARTNERSHIPS COLLABORATIVELY BUILDS HOPE AND PROMOTES THE WELL-BEING OF PEOPLE IN RECOVERY THROUGH INNOVATIVE PEER-CENTERED ADVOCACY, LEARNING AND SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,804,203 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,193,931 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,393,058 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,309,802 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,424 | PYInvestmentIncomeAmt |
| CY Investment Income | $193,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,969 | PYOtherRevenueAmt |
| CY Other Revenue | $33,658 | CYOtherRevenueAmt |
| PY Total Revenue | $14,377,654 | PYTotalRevenueAmt |
| CY Total Revenue | $14,730,747 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,492,032 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,953,779 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $150,084 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,760,033 | PYOtherExpensesAmt |
| CY Other Expenses | $4,783,696 | CYOtherExpensesAmt |
| PY Total Expenses | $14,252,065 | PYTotalExpensesAmt |
| CY Total Expenses | $14,737,475 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $125,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,100,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,721,145 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,156,501 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,780,341 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,944,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,940,804 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MENTAL HEALTH PARTNERSHIPS IS ONE THE LARGEST MENTAL HEALTH ASSOCIATIONS IN THE UNITED STATES. SEE SCHEDULE OOPERATING MORE THAN FORTY FIVE SERVICES, WHICH PROVIDE AN ARRAY OF ADVOCACY, DIRECT SUPPORT SERVICE AND TRAINING, AND EDUCATION SERVICES IN PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER AND BUCKS COUNTIES AND THE STATE OF DELAWARE AND TECHNICAL ASSISTANCE STATE-WIDE AND NATIONALLY. MHP IS AT THE FOREFRONT IN THE DEVELOPMENT OF WELLNESS SELF-MANAGEMENT APPROACHES FOR INDIVIDUALS IN RECOVERY FROM MAJOR MENTAL HEALTH CONDITIONS AND SUPPORTS FOR FAMILY MEMBERS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $6,532,664 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,943,227 | RevenueAmt |
| Desc | RESIDENTIAL AND TREATMENT: MHP PROVIDES TRANSITIONAL HOUSING FOR HOMELESS PEOPLE WITH MENTAL ILLNESS OR CO-OCCURING DISORDERS ALONG WITH INTENSIVE CASE MANAGEMENT SERVICES TO INDIVIDUALS DIAGNOSED WITH SERIOUS MENTAL ILLNESS, LINKING THEM WITH HOUSING, BEHAVIORAL HEALTH AND MEDICAL SERVICES; DROP-IN SUPPORT CENTERS FOR PEOPLE WHO MAY BE HOMELESS, AND HAVE MENTAL ILLNESS OR CO-OCCURING DISORDERS. IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,511,729 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,680,124 | RevenueAmt |
| Desc | MOBILE & COMMUNITY OUTREACH: MOBILE PEER TEAMS: THE CERTIFIED PEER SPECIALIST PROVIDES INDIVIDUALS AND FAMILIES AN OPPORTUNITY TO VIEW A PERSON'S PAST EXPERIENCES WITH MENTAL HEALTH OR SUBSTANCE USE DISORDERS AS A STRENGTH; THE EXPERIENCE PROVIDES A PATHWAY TO WORK AS PART OF A TREATMENT TEAM, TO GAIN INDEPENDENCE, AND TO HELP OTHERS.OUTREACH TEAMS: OUR OUTREACH TEAMS ESTABLISH RELATIONSHIPS WITH HOMELESS INDIVIDUALS IN ORDER TO HELP THEM ACCEPT PLACEMENT AND SERVICES TO REBUILD THEIR LIVES. SEE SCHEDULE OREPRESENTATIVE PAYEE: PROVIDES BILL-PAYING AND FUND DISTRIBUTION SERVICES TO PARTICIPANTS WITH MENTAL HEALTH CHALLENGES WHO NEED SUPPORT HANDLING THEIR FINANCES, AND ASSISTS PARTICIPANTS TO DEVELOP BUDGETING AND MONEY MANAGEMENT SKILLS. COMPEER: PROVIDING ADULTS WITH MENTAL HEALTH CONDITIONS WITH ONE-TO-ONE SUPPORTIVE FRIENDSHIPS TO REDUCE SOCIAL ISOLATION AND INCREASE COMMUNITY INTEGRATION. HEALTHY MINDS: FREE, CONFIDENTIAL LIVE CHAT SUPPORT FOR NON-CRISIS MENTAL HEALTH ISSUES, AS WELL AS RESOURCE REFERRALS AND ADVOCACY AS NEEDED.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,151,769 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $593,789 | RevenueAmt |
| Desc | TRAINING: ORGANIZATIONS AT THE LOCAL, STATE OR FEDERAL LEVEL CAN BENEFIT FROM THE INSTITUTE @MHP'S TRAINING AND TECHNICAL ASSISTANCE ON INDIVIDUALIZED TOPICS OR TOPICS RELATED TO BEHAVIORAL HEALTH DISORDERS, FAMILIES OF ADULTS WITH BEHAVIORAL HEALTH DISORDERS AND TRAUMA. THE INSTITUTE@MHP IS A PIONEER OF CERTIFIED PEER SPECIALIST (CPS) TRAINING AND OFFERS THE MOST COMPREHENSIVE CERTIFICATION TRAINING. THE CPS PRACTICUM PROGRAM ENHANCES THE PROFESSIONAL SKILLS OF RECENT CPS GRADS BY PROVIDING HANDS-ON OPPORTUNTIES TO APPLY WHAT THEY LEARNED IN DIRECT SERVICE SETTINGS. SEE SCHEDULE OICAN PROVIDES EDUCATIONAL WORKSHOPS TO SUPPORT GROUPS AND INDIVIDUALS IN MENTAL HEALTH RECOVERY AS THEY BECOME INFORMED ON POLICY AND LEGISLATIVE ISSUES AND EQUIPPED TO ADVOCATE.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $474,876 | $0 | $92,662 | ADVOCACY: MHP'S ADULT ADVOCACY PROGRAM ASSISTS INDIVIDUALS WITH MENTAL HEALTH ISSUES AND THEIR FAMILIES WITH SERVICE DELIVERY COMPLAINTS AND GRIEVANCES, PROTECTS INDIVIDUAL RIGHTS AND ENSURES THEIR VOICE IS BEING RESPECTED.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. |
| $277,510 | $0 | $0 | FAMILY & YOUTH:TEC PROVIDES A RANGE OF SUPPORTIVE SERVICES, TRAINING, AND EDUCATION TO FAMILIES AND INDIVIDUALS WITH A LOVED ONE WHO HAS A MENTAL HEALTH DIAGNOSIS. TEC ALSO PROVIDES SEMINARS, CONTINUING EDUCATION CLASSES, AND TECHNICAL ASSISTANCE FOR PROFESSIONALS IN THE MENTAL HEALTH FIELD.PARENTING PLUS: IS A SERIES OF TWELVE TWO-HOUR PARENTING SESSIONS FOR PARENTS WITH MENTAL HEALTH DIAGNOSES OR MENTAL HEALTH ISSUES. TOPICS ARE PRESENTED IN A TRAUMA-INFORMED ENVIRONMENT BY A HIGHLY TRAINED, CERTIFIED PARENTING EDUCATOR.FAMILY PEER SUPPORT: MENTAL HEALTH CRISIS COURT PROVIDES INDIVIDUALIZED AND RECOVERY-ORIENTED SUPPORT, INFORMATION, AND RESOURCES TO FAMILY MEMBERS, PARTNERS, AND FRIENDS WHO ATTEND MENTAL HEALTH CRISIS COURT PROCEEDINGS THAT INVOLVE THEIR LOVED ONE. IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $752,386 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $92,662 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,948,548 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACQUEL ASSAYE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157511800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 CHESTNUT STREET SUITE 1100 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| IRENE HURFORD | |||||||
| CHAIR (SINCE OCT 2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD MUHLBERG | |||||||
| VICE CHAIR (SINCE OCT 2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DEHAVEN | |||||||
| TREASURER (SINCE OCT 2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGG ULLMAN | |||||||
| TREASURER (UNTIL OCT 2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA KUBISIAK | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PERRY KAPLAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN REESE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC ROSENFELD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ADRIANA TORRES-O'CONNOR | |||||||
| PRESIDENT & CEO (FORMER) | 40.00 | Yes (X) | $283,824 | $0 | $8,225 | ||
| RACQUEL ASSAYE | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $225,181 | $0 | $23,771 | ||
| CHERYL SMITH | |||||||
| VP OF COMPLIANCE & REG. AFFAIRS | 40.00 | $155,598 | $0 | $27,614 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $664,603 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,610 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUR PART TIME CONTROLLER LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7247 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FINANCE AND ACCOUNTING SUPPORT | ServicesDesc |
| Compensation | $184,185 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,475 | FundraisingAmt |
| Government Grants | $10,107,358 | GovernmentGrantsAmt |
| All Other Contributions | $60,098 | AllOtherContributionsAmt |
| Total Contributions | $10,193,931 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIRECT SERVICE FEES | 621990 | $3,623,351 | $3,623,351 |
| TRAINING & EDUCATION INCOME | 621990 | $593,789 | $593,789 |
| CLIENT RENT | 624100 | $78,946 | $78,946 |
| OTHER PROGRAM REVENUE | 621990 | $13,716 | $13,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,309,802 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,220 | TotalRevenueColumnAmt |
| Exclusion | $71,220 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $555,854 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $433,718 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $122,136 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,136 | TotalRevenueColumnAmt |
| Exclusion | $122,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,475 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,066 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,591 | TotalRevenueColumnAmt |
| Exclusion | -$3,591 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REFUND/ REBATES | 900099 | $33,824 | $33,824 |
| OTHER INCOME | 900099 | $3,425 | $3,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $37,249 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,730,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,309,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $227,014 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,084 | TotalAmt |
| Program Services | $162,224 | ProgramServicesAmt |
| Management And General | $263,665 | ManagementAndGeneralAmt |
| Fundraising | $46,195 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,294,680 | TotalAmt |
| Program Services | $6,386,084 | ProgramServicesAmt |
| Management And General | $851,689 | ManagementAndGeneralAmt |
| Fundraising | $56,907 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,502 | TotalAmt |
| Program Services | $156,907 | ProgramServicesAmt |
| Management And General | $31,482 | ManagementAndGeneralAmt |
| Fundraising | $113 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,004 | TotalAmt |
| Program Services | $1,052,040 | ProgramServicesAmt |
| Management And General | $244,306 | ManagementAndGeneralAmt |
| Fundraising | $11,658 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $690,509 | TotalAmt |
| Program Services | $550,474 | ProgramServicesAmt |
| Management And General | $133,437 | ManagementAndGeneralAmt |
| Fundraising | $6,598 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,212 | TotalAmt |
| Program Services | $150,515 | ProgramServicesAmt |
| Management And General | $13,447 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,578 | TotalAmt |
| Program Services | $45,207 | ProgramServicesAmt |
| Management And General | $78,398 | ManagementAndGeneralAmt |
| Fundraising | $3,973 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,781 | TotalAmt |
| Management And General | $18,781 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $636,933 | TotalAmt |
| Program Services | $304,092 | ProgramServicesAmt |
| Management And General | $311,740 | ManagementAndGeneralAmt |
| Fundraising | $21,101 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,042 | TotalAmt |
| Management And General | $1,042 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,220 | TotalAmt |
| Program Services | $113,203 | ProgramServicesAmt |
| Management And General | $16,003 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,514 | TotalAmt |
| Program Services | $152,888 | ProgramServicesAmt |
| Management And General | $180,626 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,582,556 | TotalAmt |
| Program Services | $1,386,109 | ProgramServicesAmt |
| Management And General | $196,269 | ManagementAndGeneralAmt |
| Fundraising | $178 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,395 | TotalAmt |
| Program Services | $176,800 | ProgramServicesAmt |
| Management And General | $12,558 | ManagementAndGeneralAmt |
| Fundraising | $1,037 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,541 | TotalAmt |
| Program Services | $89,806 | ProgramServicesAmt |
| Management And General | $11,735 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,818 | TotalAmt |
| Program Services | $135,820 | ProgramServicesAmt |
| Fundraising | $998 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,041 | TotalAmt |
| Management And General | $173,041 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,606 | TotalAmt |
| Program Services | $348,606 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TREATMENT & SUPPORTIVE | $337,328 | $286,572 | $50,094 | $662 |
| REPAIR & IMPROVEMENTS | $322,518 | $315,178 | $7,340 | |
| COMMUNICATION | $158,996 | $136,023 | $22,573 | $400 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,617 | TotalAmt |
| Management And General | $20,617 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,737,475 | TotalAmt |
| Program Services | $11,948,548 | ProgramServicesAmt |
| Management And General | $2,638,843 | ManagementAndGeneralAmt |
| Fundraising | $150,084 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,365,784 | BOYAmt |
| EOY | $2,465,672 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,524,851 | BOYAmt |
| EOY | $3,546,916 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,487 | BOYAmt |
| EOY | $582,730 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,242 | BOYAmt |
| EOY | $77,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,893,968 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,748,533 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,198 | BOYAmt |
| EOY | $1,145,435 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,217,056 | BOYAmt |
| EOY | $1,945,089 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,264,961 | BOYAmt |
| EOY | $4,957,663 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,100,579 | BOYAmt |
| EOY | $14,721,145 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,529 | BOYAmt |
| EOY | $939,352 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,445 | BOYAmt |
| EOY | $942,639 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,228,629 | BOYAmt |
| EOY | $2,444,376 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,100,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,708,898 | BOYAmt |
| EOY | $5,353,974 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,156,501 | BOYAmt |
| EOY | $10,780,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910,452 | BOYAmt |
| EOY | $3,909,361 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,626 | BOYAmt |
| EOY | $31,443 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,944,078 | BOYAmt |
| EOY | $3,940,804 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,100,579 | BOYAmt |
| EOY | $14,721,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,728 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,454 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,608,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,866,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,965,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,804,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,193,931 | CurrentTaxYearAmt |
| Total | $50,439,225 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,608,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,866,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,965,687 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,804,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,193,931 | CurrentTaxYearAmt |
| Total | $50,439,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $50,439,225 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,220 | CurrentTaxYearAmt |
| Total | $228,770 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,658 | CurrentTaxYearAmt |
| Total | $213,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,881,078 | TotalSupportAmt |
| Public Support CY170 | 0.99130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2019 AMOUNT: $ 3,999. 2020 AMOUNT: $ 70,758. 2021 AMOUNT: $ 54,699. 2022 AMOUNT: $ 45,728. 2023 AMOUNT: $ 37,249. GROSS INCOME FROM FUNDRAISING - 2022 AMOUNT: $ 4,241. 2023 AMOUNT: $ -3,591. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $3,228,629 | BeginningBalanceAmt |
| Additions During Year | $6,173,603 | AdditionsDuringYearAmt |
| Distributions During Year | $6,957,856 | DistributionsDuringYearAmt |
| Ending Balance | $2,444,376 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $271,789 | OtherCostOrOtherBasisAmt |
| Book Value | $271,789 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,207,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,926 | DepreciationAmt |
| Book Value | $372,293 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $602,965 | DepreciationAmt |
| Book Value | $434,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $377,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $310,642 | DepreciationAmt |
| Book Value | $66,707 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,145,435 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $7,650 |
| SECURITY DEPOSIT | $81,356 |
| OPERATING RIGHT-OF-USE ASSETS | $4,804,317 |
| FINANCING RIGHT-OF-USE ASSETS | $64,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,957,663 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITIES | $5,297,672 |
| FINANCING LEASE LIABILITIES | $56,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,353,974 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,742,061 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,454 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,454 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,738,607 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,781 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$26,641 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$7,860 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,730,747 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,745,335 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,745,335 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,781 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$26,641 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$7,860 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,737,475 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | MHP ADMINISTERS A PROGRAM THAT PROVIDES MONEY MANAGEMENT ASSISTANCE TO PARTICIPANTS WHO RECEIVE FINANCIAL ASSISTANCE AND ARE UNABLE TO HANDLE THEIR OWN FINANCES. MHP RECEIVES FUNDING FOR PROVIDING THIS SERVICE FROM VARIOUS COUNTIES. THESE ASSETS AND THEIR CORRESPONDING LIABILITIES ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. |
| PART X, LINE 2: | GAAP REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. MHP BELIEVES IT HAS TAKEN NO UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -26,641. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -26,641. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BELL OF HOPE | Event1Nm |
| Gross Receipts Event1 | $52,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,475 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,783 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $5,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,783 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,475 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,783 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $5,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,783 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,066 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,591 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ADRIANA TORRES-O'CONNOR | ||||||||||||||
| PRESIDENT & CEO (FORMER) | $283,824 | $0 | $0 | $0 | $0 | $0 | $5,678 | $0 | $2,547 | $0 | $292,049 | $0 | $0 | $0 |
| RACQUEL ASSAYE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $225,181 | $0 | $0 | $0 | $0 | $0 | $6,755 | $0 | $17,016 | $0 | $248,952 | $0 | $0 | $0 |
| CHERYL SMITH | ||||||||||||||
| VP OF COMPLIANCE & REG. AFFAIRS | $155,598 | $0 | $0 | $0 | $0 | $0 | $3,577 | $0 | $24,037 | $0 | $183,212 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | BLENDED CASE MANAGEMENT IN DELAWARE COUNTY, ADVOCACY SERVICES AT THE NORRISTOWN HOSPITAL AND PEER SUPPORT SERVICES IN DELAWARE COUNTY FUNDED THROUGH OPIOID SETTLEMENT FUNDING. |
| FORM 990, PART III, LINE 3 | DELAWARE STATE DISCONTINUED FUNDING FOR RECOVERY LEARNING CENTERS AND MHP THEREFORE CLOSED THEIR TWO DELAWARE STATE RECOVERY LEARNING CENTERS EFFECTIVE 06/30/24. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD SHALL ESTABLISH AN EXECUTIVE COMMITTEE COMPRISED OF THE BOARD CHAIR, THE VICE CHAIR, THE SECRETARY AND THE TREASURER (OR SUCH VARIATION APPROVED BY THE EXECUTIVE COMMITTEE). THE EXECUTIVE COMMITTEE SHALL ACT IN LIEU OF THE FULL BOARD BETWEEN MEETINGS OF THE BOARD, SUBJECT TO THE POWER OF THE BOARD TO CHANGE ANY ACTION OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS NO POWER OR AUTHORITY TO: (I) FILL VACANCIES IN THE BOARD; (II) ADOPT, AMEND, OR REPEAL THESE BYLAWS; OR (III) AMEND OR REPEAL ANY BOARD RESOLUTION. THE BOARD MAY ESTABLISH ONE (1) OR MORE STANDING OR AD HOC COMMITTEES (EACH SUCH, A "NON-EXECUTIVE COMMITTEE"), CONSISTING OF ONE (1) OR MORE DIRECTORS AS THE BOARD MAY INVITE TO SERVE. NON-EXECUTIVE COMMITTEE SHALL SERVE AT THE PLEASURE OF THE BOARD, AND THE FUNCTION OF EACH COMMITTEE SHALL BE TO MAKE RECOMMENDATIONS TO THE BOARD AND TO UNDERTAKE OTHER ACTIONS AND TASKS AS THE BOARD DIRECTS. NO NON-EXECUTIVE COMMITTEE SHALL HAVE POWER OR AUTHORITY TO ACT IN LIEU OF THE BOARD. AN INDIVIDUAL SERVING ON A NON-EXECUTIVE COMMITTEE THAT IS NOT A DIRECTOR SHALL SERVE IN AN ADVISORY CAPACITY ONLY. |
| FORM 990, PART VI, SECTION A, LINE 3 | MHP UTILIZED AN OUTSOURCING ORGANIZATION, YPTC, TO FILL THE FRACTIONAL CFO POSITION DURING THE PERIOD OF NOVEMBER 2023 TO SEPTEMBER 2024 DUE TO INTERNAL LEADERSHIP CHANGES THAT ASSIGNED THE FULL-TIME CFO AS THE INTERIM CEO FROM OCTOBER 2023 TO MAY 2024. ONCE THE PERMANENT CFO RETURNED TO THE ROLE IN MAY 2024, THE CONTRACT STAFF REMAINED ON THE ACCOUNTING TEAM THROUGH SEPTEMBER 2024 TO PROVIDE COVERAGE FOR THE DIRECTOR OF FINANCE ROLE THAT WAS VACATED IN APRIL 2024. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CFO/CEO THEN REVIEWS THE INITIAL DRAFT, REVIEWING THE NUMBERS AND OTHER SECTIONS FOR ACCURACY - THE DRAFT IS SENT TO THE FINANCE COMMITTEE FOR REVIEW OF DOCUMENT AND THE GOVERNANCE INFORMATION AND THEN PRESENTED TO THE FULL BOARD AND RECOMMENDED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST FORM (WHICH IS SIGNED BY MANAGERS AND DIVISION DIRECTORS) STATES THAT THESE EMPLOYEES ARE TO NOTIFY APPROPRIATE PERSONNEL IF THEY ASSUME ANY NEW ACTIVITIES THAT MAY CAUSE A CONFLICT OF INTEREST WITHIN THEIR ASSIGNED RESPONSIBILITIES WITHIN THE AGENCY. IN ADDITION, AT THE TIME OF NEW HIRE, EACH EMPLOYEE SIGNS A FORM ACKNOWLEDGING RECEIPT OF THE AGENCY'S EMPLOYEE POLICY MANUAL, IN WHICH THE CONFLICT OF INTEREST POLICY IS CLEARLY STATED. THIS IS ALSO GONE OVER AT THE ORIENTATION WITH THE NEW EMPLOYEES SO THAT THEY ARE VERBALLY MADE AWARE OF OUR POLICY. INVESTIGATIONS ARE CONDUCTED AS NEEDED IF THERE IS A REASON TO BELIEVE THERE IS A VIOLATION OF THE COMPANY'S CONFLICT OF INTEREST POLICY. THE BOARD MEMBERS ALSO SIGN A CONFLICT OF INTEREST FORM. THE CONFLICT OF INTEREST POLICY IS MONITORED BY THE ORGANIZATION'S DIRECTOR - QUALITY IMPROVEMENT & COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S SALARY IN 2023 WAS DICTATED BY A MULTI-YEAR EMPLOYMENT CONTRACT SET IN AT THE TIME OF HIRE AND APPROVED BY THE BOARD OF DIRECTORS. IN 2024, MHP HIRED A COMPENSATION AND BENEFITS CONSULTING FIRM TO CONDUCT A COMPREHENSIVE REVIEW OF ALL POSITIONS WITHIN THE ORGANIZATION INCLUDING EXECUTIVE LEADERSHIP. THIS REVIEW INCLUDED A COMPENSATION MAKRET ANALYSIS TO DETERMINE THE ORGANIZATION'S MARKET POSITION RELATIVE TO THE LOCAL MARKET, OTHER NON-PROFIT ORGANIZATIONS WITH A SIMILAR SERVICE MODEL, ASSESSMENT OF SALARIES, COST-OF-LIVING COMPARISONS, DATA GATHERED FROM 2,000 SURVEYS AS WELL AS A SURVEY LIBRARY AND EXECUTIVE COMPENSATION INFORMATION. THE RESULTING REPORT DETAILS THE SUGGESTED GRADE LEVEL FOR EACH POSITION AS WELL AS THE RECOMMENDED MINIMUM, MIDPOINT, AND MAXIMUM SALARY RANGES FOR EACH POSITION. THIS ANALYSIS WAS REVIEWED AND MHP BROUGHT ALL STAFF UP TO, AT LEAST, THE MINIMUM OF THEIR GRADE LEVEL. EXECUTIVE LEADERSHIP WAS INCLUDED IN THIS OVERALL REVIEW AND ANALYSIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 1023 AND 990 ARE AVAILABLE UPON REQUEST OF ADMINSTRATIVE OFFICES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENTAL HEALTH ASSOCIATION IN SOUTHWESTERN NEW JERSEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 BLACKHORSE PIKE | AddressLine1Txt |
| City | HADDON HEIGHTS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210689826 | EIN |
| Primary Activities | CREATING COMMUNITY FOR INDIVIDUALS WITH MENTAL ILLNESS TO LIVE TO FULLEST | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |