GEORGE WEST MENTAL HEALTH FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE WEST MENTAL HEALTH FOUNDATION INC (EIN 58-1489941)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201642289349300404
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T05:46:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Six Concourse Parkway Suite 600 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581489941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George West Mental Health | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4043158333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1961 North Druid Hills Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30329 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth E Finnerty | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 4043158333 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan Hill | PreparerPersonNm |
| PTIN | P00846200 | PTIN |
| Phone | 7703961100 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Skyland Trail | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Elizabeth E Finnerty | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1961 North Druid Hills Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,260,016 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.skylandtrail.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | Skyland Trail inspires people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research, and education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 174 | TotalEmployeeCnt |
| Total Volunteers | 283 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,187,652 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,912,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,789,857 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,717,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,338,282 | PYInvestmentIncomeAmt |
| CY Investment Income | $104,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,217 | PYOtherRevenueAmt |
| CY Other Revenue | $83,266 | CYOtherRevenueAmt |
| PY Total Revenue | $26,406,008 | PYTotalRevenueAmt |
| CY Total Revenue | $10,817,363 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,008,292 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $937,913 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,517,925 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,895,387 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $70,754 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $423,215 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,476,308 | PYOtherExpensesAmt |
| CY Other Expenses | $3,561,110 | CYOtherExpensesAmt |
| PY Total Expenses | $11,073,279 | PYTotalExpensesAmt |
| CY Total Expenses | $11,394,410 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,332,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$577,047 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,415,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,842,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,379,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,715,981 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,035,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,126,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Skyland Trail inspires people with mental illness to thrive through a holistic program of evidence-based psychiatric treatment, integrated medical care, research, and education. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,567,900 | ExpenseAmt |
| Revenue | $3,114,407 | RevenueAmt |
| Desc | Residential Treatment: Residential Treatment services offer graduated levels of care that are appropriate for individuals leaving an acute care facility who are not ready for community reintegration. Residential communities are licensed by the State of Georgia, accredited by The Joint Commission, and are unlocked voluntary facilities. Licensed nursing staff is onsite 24/7. Skyland Trail South residential campus offers the most intensive level of support, while Skyland Trail North offers more opportunities to practice independent living skills. Residential clients living at South and North come to the main campus each weekday for evidence-based psychiatric services and individual and group therapy sessions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,974,621 | ExpenseAmt |
| Revenue | $3,583,119 | RevenueAmt |
| Desc | DAY TREATMENT: Most Skyland Trail clients begin in the Residential Treatment program and "step down" to the non-residential Day Treatment program as they make progress toward their recovery goals. Other clients admit directly to Day Treatment. Day Treatment clients participate in a full schedule of individual and group sessions to help them achieve their recovery goals. Evidence-based group therapy sessions include psychotherapy, education and adjunctive therapy group sessions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,284,389 | ExpenseAmt |
| Revenue | $952,964 | RevenueAmt |
| Desc | PHYSICIAN SERVICES: When each client admits, a psychiatrist conducts a one hour psychiatric diagnostic assessment, formulates a working diagnosis, and then develops and leads treatment planning. In weekly one-on-one psychiatric sessions, the psychiatrist works with clients to develop an effective medication regime, making changes over the course of treatment to help clients feel better mentally and physically. The psychiatrist also follows essential lab tests and adjusts medication levels as necessary. The Comprehensive Psychiatric Diagnostic and Assessment Service also is available as an outpatient service. Whether receiving an initial diagnosis or clarifying a previous one, assessment clients get a comprehensive, consumer-friendly report - a roadmap for effective treatment at Skyland Trail or through another mental health service provider. Clients and families at Skyland Trail may also receive family therapy services from the family psychologist. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $413,543 | $50,161 | LIFE ENRICHMENT ADULT PROGRAM (LEAP): Interest in new friendships, activities and social engagement is a major milestone in recovery. The Life Enrichment Adult Program (LEAP) provides a variety of opportunities for clients to form relationships, learn skills and cultivate hobbies and interests. LEAP activities take place on evenings and weekends and include cooking classes, art projects, group fitness and recreation, pet therapy, and special outings to sporting events, restaurants and museums. Licensed counselors organize and lead LEAP activities and help clients address their social anxieties through experiential learning. | |
| $357,345 | $262,056 | VOCATIONAL SERVICES: The Vocational Services Program supports adults with mental illness who want to pursue competitive employment, volunteer positions, and internships or continue their education. Group-based training sessions focus on building skills and learning the expectations of employers and volunteer supervisors. Individual sessions with vocational counselors help clients develop a portfolio, including resume preparation, letter development, online job searches and applications, "dress for success" tips, as well as problem-solving in all phases of seeking and obtaining employment. The program also offers work adjustment opportunities and a supported employment program. | |
| $296,869 | $235,541 | PRIMARY CARE CLINIC: Skyland Trail integrates medical care into mental health treatment. The onsite primary care clinic is staffed by medical professionals with expertise in addressing the physical health needs of patients with mental illness. All clients receive an initial physical exam and continue to receive primary care services throughout their treatment. The clinic helps clients manage existing health issues and monitors for the onset of new conditions related to long-term use of medications. | |
| $413,920 | $563,479 | INDEPENDENCE COACHING: Independence Coaching provides supervision and support to clients who are living independently in the community. An independence coach visits clients in their apartments weekly to ensure they are adjusting successfully to independent living and are taking their medications appropriately. The coach also provides assistance with practical matters like paying bills, planning transportation, accessing community resources and making and sticking to a schedule. Clients may enter this program directly or as a transition from residential or day treatment services. | |
| $77,210 | $22,336 | COMMUNITY OUTREACH & EDUCATION: Throughout the year, Skyland Trail organizes many opportunities for families, mental health professionals and the broader community to learn about advances in the prevention and treatment of mental illness and challenge preconceptions of people living with mental illness. A teaching institution, the organization also provides learning experiences for students pursuing careers in social work, psychology, nursing, adjunctive therapies, and related programs. | |
| $937,913 | FINANCIAL AID FUND: Through the generosity of Skyland Trail donors and friends, the Foundation offers a financial aid program to assist clients and families who meet the need-based financial criteria. After a thorough review, financial aid awards are granted by a board committee to offset a portion of the program fees. | $937,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,496,800 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $937,913 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,133,573 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,323,710 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 174 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kimberly LaBoone | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043158333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1961 North Druid Hills Road | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30329 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John C Gordon | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas D Tommy Hills | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Tompkins | ||||||||
| Treasurer | 2.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marjorie W Wynne | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| T Richard Dick Bryant | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J Rex Fuqua | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bernard Gray | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dana Halberg | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Jim Howard | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William E Billy Huger III | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hugh M Don Inman Jr | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Clay Jackson | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Rollins Kreisler | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kelly Loeffler | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Betts Love | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Melissa Lowe | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jay D Mitchell | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jackie Montag | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey S Muir | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard C Parker | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Charlotte Pierce-Baker PhD | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Rosenberg MD MPP | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Sullivan | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Tipton | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bob Walker | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Brooke Weinmann | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth E Finnerty | ||||||||
| President/CEO | 40.00 | Yes (X) | $299,845 | $0 | $24,562 | |||
| KIMBERLY LABOONE | ||||||||
| Vice President of Finance | 40.00 | Yes (X) | $61,462 | $0 | $2,454 | |||
| Kimberley Madler | ||||||||
| Immediate Past Finance Director | 40.00 | Yes (X) | $98,513 | $0 | $4,367 | |||
| Joseph Pringle | ||||||||
| Immediate Past COO | 40.00 | Yes (X) | $124,660 | $0 | $5,416 | |||
| Raymond Kotwicki | ||||||||
| CMO | 40.00 | $248,595 | $0 | $6,519 | Yes (X) | |||
| Cynthia Odom | ||||||||
| VP Communications/Marketing | 40.00 | $136,015 | $0 | $11,975 | Yes (X) | |||
| John Stephen McDaniel | ||||||||
| Physician | 26.00 | $134,605 | $0 | $0 | Yes (X) | |||
| Mary Burns | ||||||||
| Physician | 20.00 | $117,930 | $0 | $0 | Yes (X) | |||
| Laura Sellers | ||||||||
| Vice President of Operations | 40.00 | $122,888 | $0 | $541 | Yes (X) | |||
| Christopher Cline | ||||||||
| VP Clinical Services | 40.00 | $116,863 | $0 | $7,769 | Yes (X) | |||
| Margaret Denny | ||||||||
| Vice President of Development | 32.00 | $111,317 | $0 | $10,881 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,572,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,484 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| New South Construction Company Inc | |||||
| 1132 West Peachtree Street NW | Atlanta | GA | 30309 | Construction | $2,898,313 |
| Collins Cooper Carusi Architects Inc | |||||
| 3391 Peachtree Road NE Suite 400 | Atlanta | GA | 30326 | Architecture | $602,053 |
| Sage Dining Services Inc | |||||
| 1402 York Rd Suite 100 | Lutherville | MD | 21093 | Food Services | $515,142 |
| Locumtenenscom LLC | |||||
| 2655 Northwinds Parkway | Alpharetta | GA | 30009 | Staffing Services | $208,033 |
| Leapfrog | |||||
| 1190 West Druid Hills Dr Suite 200 | Atlanta | GA | 30209 | Computer Software Support | $139,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $610,027 | FundraisingAmt |
| All Other Contributions | $1,302,416 | AllOtherContributionsAmt |
| Noncash Contributions | $422,550 | NoncashContributionsAmt |
| Total Contributions | $1,912,443 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Day treatment | 621400 | $3,583,119 | $3,583,119 |
| Residential North & South | 623000 | $3,070,067 | $3,070,067 |
| Physician services | 621400 | $952,964 | $952,964 |
| Case management | 621400 | $563,479 | $563,479 |
| Vocational services | 621400 | $262,056 | $262,056 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $285,702 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,717,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $228,137 | TotalRevenueColumnAmt |
| Exclusion | $228,137 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,186 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,186 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,186 | TotalRevenueColumnAmt |
| Exclusion | $16,186 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,119,600 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,243,470 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$123,870 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,870 | TotalRevenueColumnAmt |
| Exclusion | -$123,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,587 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $610,027 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $199,183 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404 | TotalRevenueColumnAmt |
| Exclusion | $404 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $66,676 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,676 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $66,676 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,817,363 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,784,063 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $120,857 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,913 | TotalAmt |
| Program Services | $937,913 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,897 | TotalAmt |
| Program Services | $345,427 | ProgramServicesAmt |
| Management And General | $270,798 | ManagementAndGeneralAmt |
| Fundraising | $276,672 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,091,026 | TotalAmt |
| Program Services | $4,828,652 | ProgramServicesAmt |
| Management And General | $171,772 | ManagementAndGeneralAmt |
| Fundraising | $90,602 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,763 | TotalAmt |
| Program Services | $37,062 | ProgramServicesAmt |
| Management And General | $2,046 | ManagementAndGeneralAmt |
| Fundraising | $1,655 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,156 | TotalAmt |
| Program Services | $374,555 | ProgramServicesAmt |
| Management And General | $21,120 | ManagementAndGeneralAmt |
| Fundraising | $36,481 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,545 | TotalAmt |
| Program Services | $398,725 | ProgramServicesAmt |
| Management And General | $22,015 | ManagementAndGeneralAmt |
| Fundraising | $17,805 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,150 | TotalAmt |
| Program Services | $21,940 | ProgramServicesAmt |
| Management And General | $1,210 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,504 | TotalAmt |
| Program Services | $11,504 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,384 | TotalAmt |
| Management And General | $37,384 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,701 | TotalAmt |
| Program Services | $742,701 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,131 | TotalAmt |
| Program Services | $220,870 | ProgramServicesAmt |
| Management And General | $6,261 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,348 | TotalAmt |
| Program Services | $897,697 | ProgramServicesAmt |
| Management And General | $89,651 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,488 | TotalAmt |
| Program Services | $66,810 | ProgramServicesAmt |
| Management And General | $678 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,880 | TotalAmt |
| Program Services | $608,244 | ProgramServicesAmt |
| Management And General | $6,636 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,571 | TotalAmt |
| Program Services | $178,722 | ProgramServicesAmt |
| Management And General | $17,849 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,903 | TotalAmt |
| Program Services | $19,869 | ProgramServicesAmt |
| Management And General | $34 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,251 | TotalAmt |
| Program Services | $493,251 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,696 | TotalAmt |
| Program Services | $116,696 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Professional Developmen | $14,110 | $14,086 | $24 |
| Taxes | $4,862 | $4,862 | |
| Volunteer Expense | $4,131 | $4,124 | $7 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,394,410 | TotalAmt |
| Program Services | $10,323,710 | ProgramServicesAmt |
| Management And General | $647,485 | ManagementAndGeneralAmt |
| Fundraising | $423,215 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,978,466 | BOYAmt |
| EOY | $12,686,744 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,435,972 | BOYAmt |
| EOY | $1,539,072 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,063 | BOYAmt |
| EOY | $1,189,030 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,789 | BOYAmt |
| EOY | $162,104 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,327,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,393,354 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,284,840 | BOYAmt |
| EOY | $18,933,743 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,153,896 | BOYAmt |
| EOY | $6,748,725 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,000 | BOYAmt |
| EOY | $560,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,005 | BOYAmt |
| EOY | $22,994 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,415,031 | BOYAmt |
| EOY | $41,842,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,365 | BOYAmt |
| EOY | $1,325,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,123 | BOYAmt |
| EOY | $390,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,379,488 | BOYAmt |
| EOY | $1,715,981 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,569,495 | BOYAmt |
| EOY | $28,397,437 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,671,660 | BOYAmt |
| EOY | $9,893,718 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,794,388 | BOYAmt |
| EOY | $1,835,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,035,543 | BOYAmt |
| EOY | $40,126,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,415,031 | BOYAmt |
| EOY | $41,842,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$577,047 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$372,810 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $40,745 | DonatedServicesAndUseFcltsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,846,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,513,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,392,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,533,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,912,443 | CurrentTaxYearAmt |
| Total | $26,197,085 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,188,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,458,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,684,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,789,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,717,387 | CurrentTaxYearAmt |
| Total | $36,838,986 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $247,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $826,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $809,614 | CurrentTaxYearAmt |
| Total | $2,486,621 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,282,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,103,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,548,853 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,148,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,439,444 | CurrentTaxYearAmt |
| Total | $65,522,692 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $901,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,246,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,285,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $536,196 | CurrentTaxYearAmt |
| Total | $18,320,505 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $901,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,246,120 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,285,992 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $536,196 | CurrentTaxYearAmt |
| Total | $18,320,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $47,202,187 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,323 | CurrentTaxYearAmt |
| Total | $930,760 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,130 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,323 | CurrentTaxYearAmt |
| Total | $930,760 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,676 | CurrentTaxYearAmt |
| Total | $196,341 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,446,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,266,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,808,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,377,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,750,443 | CurrentTaxYearAmt |
| Total | $66,649,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.69190 | PublicSupportPY509Pct |
| Investment Income CY | 0.01400 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation for Other Income: | FormAndLineReferenceDesc |
| Explanation | Other income is an accumulation of individually insignificant transactions of revenues and expenses incurred during normal day-to-day operations of the Organization and were not orginally recorded in specific income or expense accounts during the year. For financial reporting purposes this accumulated balance was deemed immaterial and remained separately reported on the Organization's financial statements as 'Miscellaneous income.' | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,153,890 | BeginningYearBalanceAmt |
| Contributions | $1,147,388 | ContributionsAmt |
| Investment Earnings Or Losses | -$284,904 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $230,265 | OtherExpendituresAmt |
| Administrative Expenses | $37,384 | AdministrativeExpensesAmt |
| End Year Balance | $6,748,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,891,083 | BeginningYearBalanceAmt |
| Contributions | $138,754 | ContributionsAmt |
| Investment Earnings Or Losses | $405,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $239,891 | OtherExpendituresAmt |
| Administrative Expenses | $41,427 | AdministrativeExpensesAmt |
| End Year Balance | $6,153,890 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,047,416 | BeginningYearBalanceAmt |
| Contributions | $30,700 | ContributionsAmt |
| Investment Earnings Or Losses | $1,045,527 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $197,350 | OtherExpendituresAmt |
| Administrative Expenses | $35,210 | AdministrativeExpensesAmt |
| End Year Balance | $5,891,083 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,436,585 | BeginningYearBalanceAmt |
| Contributions | $234,625 | ContributionsAmt |
| Investment Earnings Or Losses | $545,231 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $136,667 | OtherExpendituresAmt |
| Administrative Expenses | $32,358 | AdministrativeExpensesAmt |
| End Year Balance | $5,047,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,484,179 | BeginningYearBalanceAmt |
| Contributions | $229,625 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $201,740 | OtherExpendituresAmt |
| Administrative Expenses | $30,670 | AdministrativeExpensesAmt |
| End Year Balance | $4,436,585 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21010 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,827,205 | OtherCostOrOtherBasisAmt |
| Book Value | $3,827,205 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,398,907 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,303,232 | DepreciationAmt |
| Book Value | $7,095,675 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $862,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $529,913 | DepreciationAmt |
| Book Value | $333,042 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,938,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,560,209 | DepreciationAmt |
| Book Value | $378,610 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,299,211 | OtherCostOrOtherBasisAmt |
| Book Value | $7,299,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,933,743 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $9,510,001 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$372,810 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $40,745 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$937,913 | OtherRevenueAmt |
| Revenue Not Reported | -$1,269,978 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,779,979 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,384 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $37,384 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,817,363 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,419,113 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,419,113 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,384 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $937,913 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $975,297 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,394,410 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Organization maintains both board designated and permanent endowments. The board designated endowment is to ensure the long range financial viability of the organization. Currently, the Board has restricted appropriation of the endowment funds up to five percent per annum of the average fair value of the endowment for the last 12 quarters. The board designated endowment draw is used primarily for capital asset purchases and facilities maintenance for the three campuses. The permanent endowment draw is restricted for financial aid awards. |
| Part XI, Line 2d - Other Adjustments: | Financial assistance to individuals -937,913. |
| Part XII, Line 4b - Other Adjustments: | Financial assistance to individuals 937,913. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFITS OF LAUGHTER | Event1Nm |
| Gross Receipts Event1 | $663,860 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $544,071 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $119,789 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $96,317 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $26,140 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,294 | OtherDirectExpensesEvent1Amt |
| Event2 | Associates Luncheon | Event2Nm |
| Gross Receipts Event2 | $74,749 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,076 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $36,673 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $12,390 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $2,292 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $10,477 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $71,005 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $27,880 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $43,125 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,220 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,948 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $7,484 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,621 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $809,614 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $610,027 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $199,587 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $111,927 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,948 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $35,916 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,392 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $199,183 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $404 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Need-based financial aid | GrantTypeTxt |
| Recipient | 92 | RecipientCnt |
| Cash Grant | $937,913 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation maintains a financial aid fund to assist clients and families who meet the need-based financial criteria. Clients and families go through an application process, and after thorough review, financial aid awards are granted by a board committee to offset a portion of the program fees. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Elizabeth E Finnerty | ||||||||||||||
| President/CEO | $266,077 | $0 | $17,268 | $0 | $16,500 | $0 | $17,345 | $0 | $7,217 | $0 | $324,407 | $0 | $0 | $0 |
| Raymond Kotwicki | ||||||||||||||
| CMO | $234,435 | $0 | $14,160 | $0 | $0 | $0 | $2,535 | $0 | $3,984 | $0 | $255,114 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $175 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $520 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $337,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Various program support | 8 | $56,227 | Fair Market Value |
| Yes (X) | Special Event Items | 37 | $28,116 | Fair Market Value |
| Yes (X) | Gift cards | 5 | $490 | Fair Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The return is prepared by an outside public accounting firm in conjunction with senior management. Once drafted to the satisfaction of senior management, the draft is forwarded onto the Board, along with guidelines on what to look for when reviewing Form 990. The Board then provides feedback and/or comments. Once all comments are addressed to the satisfaction of senior management and the Board, Form 990 is then filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Board members and all staff sign a conflict of interest policy annually after initial review by Human Resources and members of senior management. Any disclosures that require Board or Executive Committee review are forwarded to the Executive Committee chariperson, as dictated by the policy. |
| Form 990, Part VI, Section B, line 15 | An executive compensation committee conducts a review of the salary of the President. The President reviews and approves the salaries of the senior management team. In addition, the Board retains an outside consultant to perform a salary survey for the entire organization biannually. This survey includes a review of executive salaries and contains comparable data. |
| Form 990, Part VI, Section C, line 18 | The Foundation makes its 990 available upon request. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes the following documents available to the public, through its website or by request in writing - the IRS determination letters; Form 990; audited financial statements; mission and vision statements; conflict of interest policy; corporate compliance policy; and privacy policy. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Unified Clairmont | |||||||||
| 1961 North Druid Hills Road | Atlanta | GA | 30329 | 202027036 | Mental Health | GA | $0 | $0 | George West Mental Health Foundation Inc |
| Glenn Family Wellness Clinic LLC | |||||||||
| 1961 North Druid Hills Road | Atlanta | GA | 30329 | 274272846 | Mental Health | GA | $235,541 | $101,706 | George West Mental Health Foundation Inc |