2020-07-20T14:02:26-05:00 2019-09-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-10-01 237092671 NATIONAL COUNCIL FOR BEHAVIORAL HEALTH NATI 2026847457 1400 K STREET NW NO 400 WASHINGTON DC 20005 CHARLES INGOGLIA PRESIDENT/CEO 2026847457 2020-07-20 1 AARON M FOX P01365820 2022274000 2020-07-20 144.121.95.190 2020-07-20 13:44:33 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 33CEB46A86D76047C0BD9B67CEFA7EE41671BAE1 2018 2020-09-23 17:36:50Z MENTAL HEALTH FIRST AID USA JEFF RICHARDSON 1400 K STREET NW NO 400 WASHINGTON DC 20005 66371013 0 X WWW.THENATIONALCOUNCIL.ORG X 1980 DC TO ENSURE THAT PERSONS W/ MENTAL ILLNESS/ADDICTION DISORDERS HAVE THE OPPORTUNITY TO LIVE FULL LIVES. 32 32 180 35 136123 12784 28555080 22523844 20812622 29796047 601722 399750 3638317 6830477 53607741 59550118 15500 0 0 0 17159419 17216614 0 0 0 33561963 34421434 50736882 51638048 2870859 7912070 36651550 45808779 11805312 12896655 24846238 32912124 X THE NATIONAL COUNCIL FOR BEHAVIORAL HEALTH (NATIONAL COUNCIL) IS THE UNIFYING VOICE OF AMERICA'S MENTAL HEALTH AND ADDICTION TREATMENT ORGANIZATIONS. TOGETHER WITH 3,000 MEMBER ORGANIZATIONS, SERVING OVER 10 MILLION ADULTS, CHILDREN AND FAMILIES (CONTINUED ON SCHEDULE O) 0 0 18094565 20197300 PUBLIC EDUCATION - PUBLIC EDUCATION ACTIVITIES FOCUS ON THE DEVELOPMENT AND DELIVERY OF MENTAL HEALTH FIRST AID USA - A PROGRAM TO HELP PEOPLE LEARN THE SIGNS OF MENTAL ILLNESS AND SUBSTANCE USE DISORDERS AND HOW TO OFFER SUPPORT TO THOSE IN NEED. MORE THAN 2 MILLION PEOPLE HAVE BEEN TRAINED IN THE PROGRAM. 12030609 12190722 EDUCATIONAL AND CONSULTING SERVICES - EDUCATIONAL AND CONSULTING SERVICES OFFER STATE-OF-THE-SCIENCE INFORMATION, RESEARCH, TRAINING, AND EXPERT TECHNICAL ASSISTANCE TO HELP MEMBER ORGANIZATIONS AND OTHER SPECIALTY HEALTHCARE PROVIDER AGENCIES ACHIEVE OPERATIONAL EFFICIENCIES, SHARPEN PRACTICE SKILLS, AND ENRICH THE LIVES OF ADULTS, CHILDREN AND FAMILIES WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. OUR NATIONAL CONFERENCE THAT IS FOCUSED ON MENTAL HEALTH AND SUBSTANCE USE DISORDERS WAS HELD MARCH 25-27, 2019, IN NASHVILLE, TN. WE HAD OVER 6,500 ATTENDEES. 8128554 PRACTICE IMPROVEMENT - PRACTICE IMPROVEMENT ACTIVITIES PROVIDE CUSTOMIZED TRAINING AND SUPPORT TO IMPROVE CLINICAL AND COMMUNITY PRACTICE, ENHANCE WORKFORCE CAPACITY, AND CREATE OPERATIONAL AND FINANCING EFFICIENCIES FOR SPECIALTY BEHAVIORAL AND PRIMARY HEALTHCARE AGENCIES TO DELIVERING HIGH-QUALITY, CULTURALLY AND CLINICALLY COMPETENT MENTAL HEALTH AND ADDICTION CARE. 4892997 PUBLIC POLICY 1890443 MEMBERSHIP SERVICES 1512985 2976514 COMMUNICATIONS 8296425 2976514 46550153 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 144 0 1 180 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRUCE PELLEU 2026847457 1400 K STREET NW NO 400 WASHINGTON DC 20005 JEFF RICHARDSON CHAIR 2.00 X X 0 0 0 TIM SWINFARD 1ST VICE CHAIR 2.00 X X 0 0 0 VIC DIGRAVIO III 2ND VICE CHAIR- UNTIL 06/2019 2.00 X X 0 0 0 VICTOR ARMSTRONG 2ND VICE CHAIR 2.00 X X 0 0 0 SUSIE HUHN SEC./TREAS. - AS OF 07/2019 2.00 X X 0 0 0 SUSAN BLUE BOARD MEMBER 2.00 X 0 0 0 WILLIE BROOKS BOARD MEMBER 2.00 X 0 0 0 KEVIN CAMPBELL BOARD MEMBER 2.00 X 0 0 0 DANETTE CASTLE BOARD MEMBER 2.00 X 0 0 0 CARI CHO BOARD MEMBER 2.00 X 0 0 0 CARL CLARK BOARD MEMBER 2.00 X 0 0 0 PAT COLEMAN BOARD MEMBER 2.00 X 0 0 0 PAUL CURTIS BOARD MEMBER 2.00 X 0 0 0 RIC DALKE BOARD MEMBER 2.00 X 0 0 0 DANIEL DARTING BOARD MEMBER 2.00 X 0 0 0 ROBERT DAVISON BOARD MEMBER 2.00 X 0 0 0 VITKA EISEN BOARD MEMBER 2.00 X 0 0 0 MARK FONTAINE BOARD MEMBER 2.00 X 0 0 0 DOYLE FORRESTAL BOARD MEMBER 2.00 X 0 0 0 HEATHER GATES BOARD MEMBER 2.00 X 0 0 0 ALAN HARTL BOARD MEMBER 2.00 X 0 0 0 CARMEN HEREDIA BOARD MEMBER 2.00 X 0 0 0 SARA HOWE BOARD MEMBER 2.00 X 0 0 0 MARK ISHAUG BOARD MEMBER 2.00 X 0 0 0 HEATHER JEFFERIS BOARD MEMBER 2.00 X 0 0 0 BRIGITTE JOHNSON BOARD MEMBER 2.00 X 0 0 0 DAVID JOHNSON BOARD MEMBER- UNTIL 06/2019 2.00 X 0 0 0 JOHN KASTAN BOARD MEMBER 2.00 X 0 0 0 RICH LECLERC BOARD MEMBER 2.00 X 0 0 0 BRENT MCGINTY BOARD MEMBER- UNTIL 06/2019 2.00 X 0 0 0 LINDA MCKINNON BOARD MEMBER 2.00 X 0 0 0 STEVEN RONIK BOARD MEMBER 2.00 X 0 0 0 CHRISTINE STONER-MERTZ BOARD MEMBER 2.00 X 0 0 0 RANDY TATE BOARD MEMBER 2.00 X 0 0 0 ED WOODS BOARD MEMBER 2.00 X 0 0 0 LINDA ROSENBERG PRESIDENT/CEO 45.00 X 766333 0 37031 BRUCE PELLEU CFO/VP FINANCE & ADMIN. 45.00 X 275115 0 38458 CHARLES INGOGLIA SENIOR VP, PPIC 45.00 X 413633 0 38452 JEANNIE CAMPBELL EXECUTIVE VP 45.00 X 413021 0 38440 JOSEPH PARKS MEDICAL DIRECTOR 22.50 X 287585 0 30917 BETSY SCHWARTZ VP, PUBLIC EDUCATION & SPECIAL INIT. 45.00 X 241495 0 34760 THOMAS HILL JR VP, PRACTICE IMPROVEMENT 45.00 X 212351 0 26736 MOHINI VENKATESH VP, BUSINESS & STRATEGY 45.00 X 198324 0 29812 RYAN POWERS VP, COMMUNICATIONS 45.00 X 186434 0 5805 REBECCA FARLEY DAVID VP, PUBLIC POLICY 45.00 X 176646 0 26528 SOLA KING VP,HR 45.00 X 161475 0 16730 JOAN KING INTEGRATED HEALTH SENIOR CONSULTANT 45.00 X 187329 0 25054 MANOJ SAXENA AVP, IT 45.00 X 160741 0 12793 JOHN GUILLOTTE AVP, FINANCE 45.00 X 158562 0 24348 BRIE REIMANN AVP, PRACTIVE IMPROVEMENT & CONSULTING 45.00 X 149124 0 21455 JEFF CAPOBIANCO INTEGRATED HEALTH SENIOR CONSULTANT 45.00 X 146650 0 21392 4134818 0 428711 51 0 1 0 MTM SERVICES LLC PO BOX 1027 HOLLY SPRINGS NC 27540 BEHAVIORAL HEALTH CONSULTING SERVICES 3269589 MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 10467 PRACTICE TRANSF. NETWORK CONSULTING 2914016 OMNIPRESS 2600 ANDERSON STREET MADISON WI 53704 ORDER FULFILLMENT 2563107 IBM CORPORATION PO BOX 643584 PITTSBURGH PA 15264 BEHAVIORAL HEALTH CONSULTING SERVICES 1388391 RESEARCH FOUNDATION FOR MENTAL HYGIENE 150 BROADWAY SUITE 301 MENANDS NY 12204 BEHAVIORAL HEALTH CONSULTING SERVICES 1042824 51 10504578 12019266 22523844 TRAINING AND SUPPORT 900099 13840087 13840087 CONSULTING SERVICES 900099 7704559 7704559 REGISTRATION FEES 900099 4184629 4184629 MEMBERSHIP DUES 900099 2869913 2869913 EXHIBIT FEES 900099 1040725 1040725 156134 20011 136123 29796047 379040 379040 49220 49220 43814 23104 20710 20710 20710 13543128 6797791 6745337 6745337 MISCELLANEOUS 900099 35920 35920 35920 59550118 35364536 136123 1525615 X 3511336 2882103 629233 8756109 7030873 1725236 725911 618347 107564 3203200 2746393 456807 1020058 860976 159082 45843 1949 43894 54788 54788 546310 546310 43814 43814 20834092 20596454 237638 2938170 1822657 1115513 837557 530002 307555 1358278 1163455 194823 3331922 3313805 18117 3631274 3631274 728508 690863 37645 70878 70878 51638048 46550153 5087895 0 3989403 3116315 5447086 15677397 13961299 12580872 610390 590455 636936 790650 4805707 2454100 2417835 2351607 8791851 8921450 648837 1632057 147913 147976 36651550 45808779 7697418 8612145 2457503 2626720 1650391 1657790 11805312 12896655 X 18805040 28449037 6041198 4463087 24846238 32912124 36651550 45808779 7912070 153816 0 X 0 1 X 1 1 1 X 13655055 20062864 24481529 28555080 22523844 109278372 17060474 20965223 25867820 28996284 43203052 136092853 30715529 41028087 50349349 57551364 65726896 245371225 0 2383871 1136239 1113327 1307309 1284364 7225110 2383871 1136239 1113327 1307309 1284364 7225110 238146115 563948 293616 281322 293018 428260 1860164 89708 105552 173684 130793 24973 524710 653656 399168 455006 423811 453233 2384874 39450 65547 285850 17911 35920 444678 31408635 41492802 51090205 57993086 66216049 248200777 0.95950 0.94690 0.00960 0.01180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 39,450. 2015 AMOUNT: $ 65,547. 2016 AMOUNT: $ 285,850. 2017 AMOUNT: $ 17,911. 2018 AMOUNT: $ 35,920. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 546310 546310 50949476 51495786 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 722537 666572 582025 546310 2517444 250000 250000 250000 250000 1000000 1500000 1421424 536202 885222 502483 344881 157602 2881800 1573017 1308783 2351607 DEFERRED RENT AND LEASE INCENTIVE 1657790 1657790 X PART X, LINE 2: THE COUNCIL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2019, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X 0 0 0 0 0 0 0 1 0 LINDA ROSENBERG PRESIDENT/CEO 766333 0 0 0 0 0 35500 0 1531 0 803364 0 0 0 BRUCE PELLEU CFO/VP FINANCE & ADMIN. 275115 0 0 0 0 0 30268 0 8190 0 313573 0 0 0 CHARLES INGOGLIA SENIOR VP, PPIC 403633 0 10000 0 0 0 30257 0 8195 0 452085 0 0 0 JEANNIE CAMPBELL EXECUTIVE VP 403021 0 10000 0 0 0 30250 0 8190 0 451461 0 0 0 JOSEPH PARKS MEDICAL DIRECTOR 287585 0 0 0 0 0 30281 0 636 0 318502 0 0 0 BETSY SCHWARTZ VP, PUBLIC EDUCATION & SPECIAL INIT. 241495 0 0 0 0 0 26570 0 8190 0 276255 0 0 0 THOMAS HILL JR VP, PRACTICE IMPROVEMENT 212351 0 0 0 0 0 18546 0 8190 0 239087 0 0 0 MOHINI VENKATESH VP, BUSINESS & STRATEGY 196524 0 1800 0 0 0 21622 0 8190 0 228136 0 0 0 RYAN POWERS VP, COMMUNICATIONS 186434 0 0 0 0 0 0 0 5805 0 192239 0 0 0 REBECCA FARLEY DAVID VP, PUBLIC POLICY 166646 0 10000 0 0 0 18334 0 8194 0 203174 0 0 0 SOLA KING VP,HR 161475 0 0 0 0 0 8536 0 8194 0 178205 0 0 0 JOAN KING INTEGRATED HEALTH SENIOR CONSULTANT 187329 0 0 0 0 0 16864 0 8190 0 212383 0 0 0 MANOJ SAXENA AVP, IT 160741 0 0 0 0 0 4598 0 8195 0 173534 0 0 0 JOHN GUILLOTTE AVP, FINANCE 156762 0 1800 0 0 0 16153 0 8195 0 182910 0 0 0 BRIE REIMANN AVP, PRACTIVE IMPROVEMENT & CONSULTI 147324 0 1800 0 0 0 13262 0 8193 0 170579 0 0 0 JEFF CAPOBIANCO INTEGRATED HEALTH SENIOR CONSULTANT 146650 0 0 0 0 0 13202 0 8190 0 168042 0 0 0 PART I, LINE 7 BONUSES FOR THE EMPLOYEES LISTED ON PART VII, SECTION A WAS DETERMINED BASED ON THE DISCRETION OF PRESIDENT/CEO. THE BONUS PAYMENTS FOR THE PRESIDENT/CEO WERE BASED ON AN EMPLOYEE CONTRACT WITH THE BOARD OF DIRECTORS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: (CONTINUED) LIVING WITH MENTAL ILLNESSES AND ADDICTION, THE NATIONAL COUNCIL IS COMMITTED TO ALL AMERICANS HAVING ACCESS TO COMPREHENSIVE, HIGH-QUALITY CARE THAT AFFORDS EVERY OPPORTUNITY FOR RECOVERY. THE NATIONAL COUNCIL INTRODUCED MENTAL HEALTH FIRST AID USA AND MORE THAN 2 MILLION AMERICANS HAVE BEEN TRAINED. FORM 990, PART VI, SECTION A, LINE 6 A MEMBER OF THE NATIONAL COUNCIL SHALL BE ANY ENTITY OR ASSOCIATION OF ENTITIES THAT DIRECTLY OR INDIRECTLY PROVIDES BEHAVIORAL HEALTHCARE SERVICES AND SUBSCRIBES TO THE VISION AND MISSION STATEMENTS OF THE NATIONAL COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A TWENTY (20) REGIONAL DIRECTORS SHALL BE ELECTED BY A BALLOT OF THE NATIONAL COUNCIL VOTING MEMBERS OF THE RESPECTIVE REGIONS. THE OFFICERS OF THE BOARD ARE BOARD CHAIR, FIRST VICE CHAIR, SECOND VICE CHAIR, AND SECRETARY TREASURER AND THE NATIONAL BOARD SHALL ELECT THE OFFICERS. THE IMMEDIATE PAST CHAIR SHALL SERVE AS A VOTING MEMBER OF THE NATIONAL BOARD. THE PUBLIC POLICY COMMITTEE CHAIR AND THE ASSOCIATION EXECUTIVES COMMITTEE CHAIR SHALL SERVE AS A NATIONAL BOARD MEMBERS. THE 100% ASSOCIATIONS/100% STATES SHALL ALSO ELECT ONE (1) REPRESENTATIVE TO THE NATIONAL BOARD. THE NATIONAL BOARD MAY ALSO CREATE A MAXIMUM OF SIX (6) AT-LARGE DIRECTORS. THE NATIONAL BOARD WILL DETERMINE THE METHOD OF ELECTION OR APPOINTMENT AND AFFILIATION REQUIREMENTS OF AT-LARGE DIRECTORS AT THEIR TIME OF CREATION. AT-LARGE DIRECTORS SHALL BE VOTING MEMBERS OF THE NATIONAL BOARD. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE NATIONAL COUNCIL CAN VOTE TO AMEND THE BYLAWS OR ANY CORPORATE CHARTER DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE BOARD OF DIRECTORS VIEWS THE DRAFT VERSION OF THE FORM 990 AND HAS THE OPPORTUNITY TO INQUIRE AND COMMENT TO MANAGEMENT OR THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PART OF THE BOARD OF DIRECTORS POLICY MANUAL, WHICH IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF DIRECTORS. THE POLICY IS ALSO INCLUDED IN THE PERSONNEL MANUAL, WHICH IS PROVIDED TO ALL EMPLOYEES. VENDORS ARE SENT A COPY, WHICH ASKS THEM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS NEGOTIATES THE CONTRACT WITH THE PRESIDENT/CEO. ANNUALLY, THE BOARD OF DIRECTORS REVIEWS SALARY AND FRINGE COMPARABILITY DATA FROM OUTSIDE SALARY STUDIES LIKE THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES' ANNUAL SURVEYS OF SIMILAR SIZE NON-PROFIT ASSOCIATIONS. THE BOARD OF DIRECTORS ALSO COMPARES CEO SALARIES OF OTHER BEHAVIORAL HEALTH ASSOCIATIONS. ALL BOARD MEMBERS PARTICIPATE IN AN ANNUAL PERFORMANCE REVIEW, THE RESULTS OF WHICH ARE SHARED WITH THE CEO AS PART OF THE COMPENSATION REVIEW. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND POLICIES ARE SENT TO MEMBERS AND AVAILABLE UPON REQUEST TO THE GENERAL PUBLIC. THE ANNUAL REPORT INCLUDES FINANCIAL STATEMENTS AND IS DISTRIBUTED TO MEMBERS AND IS POSTED ON THE NATIONAL COUNCIL'S PUBLIC WEBSITE. FORM 990, PART IX, LINE 11G TRAINERS: PROGRAM SERVICE EXPENSES 4,644,476. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,644,476. INCENTIVE PAYMENTS: PROGRAM SERVICE EXPENSES 1,751,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,751,700. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 14,200,278. MANAGEMENT AND GENERAL EXPENSES 237,638. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,437,916. NATIONAL SERVICES SYSTEMS INC 1400 K STREET NW SUITE 400 WASHINGTON DC 20005 521759841 MARKETING CONTRACTS MD N/A C -250 306706 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0