2026-03-16T08:29:19-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-07-01 231425035 MENTAL HEALTH PARTNERSHIPS MENT 2157511800 833 CHESTNUT STREET 1100 PHILADELPHIA PA 19107 RACQUEL ASSAYE CFO 2157511800 2026-03-09 1 1 WILLIAM A LOUGHERY P01603932 2156433900 2026-03-09 2024 2025-03-06 01:10:19Z JEANNINE LISITSKI 833 CHESTNUT STREET 1100 PHILADELPHIA PA 19107 17964504 0 X WWW.MENTALHEALTHPARTNERSHIPS.ORG X 1951 PA 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. 14 14 292 15 0 0 10193931 9235093 4309802 5988672 193356 301750 33658 41923 14730747 15567438 0 0 0 0 9953779 10917890 0 0 79406 4783696 4269840 14737475 15187730 -6728 379708 14721145 15737876 10780341 11549602 3940804 4188274 X MENTAL HEALTH PARTNERSHIPS (MHP) IS ONE THE LARGEST MENTAL HEALTH ASSOCIATIONS IN THE UNITED STATES. CONTINUED ON SCHEDULE O.OPERATING APPROXIMATELY THIRTY-FIVE (35) SERVICES, WHICH PROVIDE AN ARRAY OF ADVOCACY, DIRECT SUPPORT SERVICE, AND TRAINING AND EDUCATION SERVICES IN PENNSYLVANIA (PA) WITH DIRECT SERVICES CONCENTRATED IN SOUTHEAST PA INCLUDING IN PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER AND BUCKS COUNTIES; AND ADVOCACY 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 AND CO-OCCURING CONDITIONS AND SUPPORT FOR FAMILY MEMBERS. 0 1 6446086 0 2356538 RESIDENTIAL TREATMENT: MHP OFFERS SAFE, SUPPORTIVE TRANSITIONAL HOUSING FOR INDIVIDUALS EXPERIENCING HOMELESSNESS AND LIVING WITH MENTAL HEALTH OR CO-OCCURRING CONDITIONS. THROUGH INTENSIVE CASE MANAGEMENT, WE CONNECT PEOPLE TO HOUSING, HEALTHCARE, AND COMMUNITY RESOURCES - HELPING THEM MOVE FROM CRISIS TOWARD STABILITY AND INDEPENDENCE. OUR DROP-IN CENTERS PROVIDE WELCOMING SPACES WHERE PEOPLE CAN MEET BASIC NEEDS AND BEGIN TO REBUILD THEIR LIVES. IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. 4169296 0 2824560 COMMUNITY AND MOBILE SERVICES: OUR MOBILE PEER TEAMS SHOW INDIVIDUALS AND FAMILIES THAT RECOVERY IS POSSIBLE. CERTIFIED PEER SPECIALISTS USE THEIR LIVED EXPERIENCE TO INSPIRE HOPE, ENCOURAGE INDEPENDENCE, AND WALK ALONGSIDE PEOPLE ON THEIR JOURNEY.OUTREACH TEAMS: OUR OUTREACH TEAMS MEET PEOPLE WHERE THEY ARE, ESTABLISHING RELATIONSHIPS WITH PEOPLE EXPERIENCING HOMELESSNESS IN ORDER TO HELP CONNECT THEM TO SAFE HOUSING AND SERVICES TO REBUILD THEIR LIVES. OUTREACH TEAMS ALSO PROVIDE PEOPLE WITH ESSENTIAL NEEDS, INCLUDING FOOD, WATER, CLOTHING, HYGIENE ITEMS, AND MORE.CONTINUED ON SCHEDULE O.REPRESENTATIVE PAYEE: MHP'S REPRESENTATIVE PAYEE PROGRAM HELPS INDIVIDUALS MANAGE THEIR FINANCES WITH DIGNITY AND ACCOUNTABILITY. BY ENSURING BILLS ARE PAID AND TEACHING BUDGETING SKILLS, WE GIVE PEOPLE THE STABILITY AND CONFIDENCE TO FOCUS ON THEIR RECOVERY AND INDEPENDENCE.COMPEER: COMPEER FOSTERS ONE-TO-ONE FRIENDSHIPS THAT REDUCE ISOLATION, BOOST SELF-ESTEEM, AND HELP ADULTS WITH MENTAL HEALTH CHALLENGES FEEL PART OF A CARING COMMUNITY.HEALTHY MINDS CHATLINE: THE HEALTHY MINDS CHATLINE PROVIDES FREE, CONFIDENTIAL, AND IMMEDIATE PEER SUPPORT FOR ANYONE SEEKING HELP WITH LIFE'S CHALLENGES. THIS EARLY INTERVENTION RESOURCE OFFERS ENCOURAGEMENT, GUIDANCE, AND CONNECTION BEFORE CRISES ESCALATE.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. 1188634 0 730907 TRAINING AND EDUCATION: THE INSTITUTE@MHP IS A NATIONAL LEADER IN PEER TRAINING, PIONEERING CERTIFIED PEER SPECIALIST CERTIFICATION AND PRACTICUM PROGRAMS. WE EQUIP INDIVIDUALS AND ORGANIZATIONS WITH THE SKILLS, TOOLS, AND KNOWLEDGE TO BUILD TRAUMA-INFORMED, RECOVERY-FOCUSED SYSTEMS AT THE LOCAL, STATE, AND FEDERAL LEVEL.CONTINUED ON SCHEDULE O.THE INDIVIDUAL COALITION ACTION NETWORK (ICAN): ICAN EQUIPS PEOPLE IN RECOVERY WITH THE KNOWLEDGE AND SKILLS TO BECOME POWERFUL ADVOCATES. THROUGH WORKSHOPS AND EDUCATION, PARTICIPANTS LEARN TO ENGAGE IN POLICY AND LEGISLATIVE ISSUES, ENSURING THAT THE VOICES OF THOSE WITH LIVED EXPERIENCE ARE HEARD IN SHAPING MENTAL HEALTH POLICY.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. 513940 0 76667 ADVOCACY: MHP'S ADVOCACY TEAM ENSURES THAT PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILIES ARE TREATED WITH DIGNITY AND RESPECT. WE SUPPORT INDIVIDUALS NAVIGATING SERVICE CHALLENGES, PROTECT THEIR RIGHTS, AND AMPLIFY THEIR VOICES IN DECISION-MAKING PROCESSES.IN ADDITION TO THE PROGRAM REVENUE REPORTED ABOVE, THE PROGRAM IS ALSO SUPPORTED BY GOVERNMENT GRANTS AND CONTRACTS. 263569 0 0 FAMILY AND YOUTH SERVICES:THE TRAINING AND EDUCATION CENTER (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. 777509 0 76667 12581525 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 37 0 1 292 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X RACQUEL ASSAYE 2152923351 833 CHESTNUT STREET SUITE 1100 PHILADELPHIA PA 19107 IRENE HURFORD CHAIR 1.00 0.00 X X 0 0 0 RICHARD MUHLBERG VICE CHAIR 1.00 0.00 X X 0 0 0 MICHAEL DEHAVEN TREASURER 1.00 0.00 X X 0 0 0 LISA KUBISIAK SECRETARY 1.00 0.00 X X 0 0 0 JACOB BOWLING DIRECTOR 1.00 0.00 X 0 0 0 MARY HARPER DIRECTOR 1.00 0.00 X 0 0 0 PERRY KAPLAN DIRECTOR 1.00 0.00 X 0 0 0 ROLAND LAMB DIRECTOR 1.00 0.00 X 0 0 0 MARK LENKER DIRECTOR 1.00 0.00 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.00 0.00 X 0 0 0 JOSH SALZER DIRECTOR 1.00 0.00 X 0 0 0 STEFANIE SELDIN DIRECTOR 1.00 0.00 X 0 0 0 LORA YANAGAWA DIRECTOR 1.00 0.00 X 0 0 0 MARY DAGNEY DIRECTOR (UNTIL JUNE 2025) 1.00 0.00 X 0 0 0 ALVIN REESE DIRECTOR (UNTIL OCT 2024) 1.00 0.00 X 0 0 0 RACQUEL ASSAYE CHIEF FINANCIAL OFFICER 40.00 0.00 X 227755 0 24737 JEANNINE L LISITSKI CHIEF EXECUTIVE OFFICER 40.00 0.00 X 124196 0 10680 CHERYL SMITH VP OF COMPLIANCE & REG. AFFAIRS 40.00 0.00 X 137377 0 32009 REGINALD CONNELL CHIEF OPERATING OFFICER 40.00 0.00 X 128152 0 4597 617480 0 72023 4 0 1 0 YOUR PART TIME CONTROLLER LLC PO BOX 7247 PHILADELPHIA PA 19170 FINANCE AND ACCOUNTING SUPPORT 215391 PSYCHPROS INC 2404 AUBURN AVENUE CINCINNATI OH 45219 CONTRACT STAFFING 146642 2 60466 9133004 41623 9235093 DIRECT SERVICE FEES 621990 4630539 4630539 TRAINING & EDUCATION INCOME 621990 730907 730907 OTHER PROGRAM REVENUE 621990 550559 550559 CLIENT RENT 624100 76667 76667 5988672 52586 52586 2628165 2379001 249164 249164 249164 7000 60466 18065 -11065 -11065 REFUND/ REBATES 900099 51906 51906 OTHER INCOME 900099 1082 1082 52988 15567438 5988672 0 343673 607718 279080 267171 61467 7963074 7017300 945774 162601 151766 10835 1413207 1264724 145934 2549 771290 680828 86945 3517 53519 2930 50589 146670 63013 81764 1893 17760 17760 227043 132081 94683 279 3633 3633 235615 186931 45680 3004 371726 265907 102017 3802 1340352 1091387 248965 169026 137107 31850 69 43213 30729 12484 139413 124225 14639 549 207261 207261 339360 316448 22912 TREATMENT & SUPPORTIVE 296929 235387 61260 282 EQUIPMENT LEASES 295964 251628 44083 253 REPAIRS & IMPROVEMENTS 224328 211811 12473 44 COMMUNICATION 117174 102797 13961 416 40854 35446 4126 1282 15187730 12581525 2526799 79406 2465672 2286819 3546916 3304540 582730 1068150 77640 72478 3379139 1903910 1145435 1475229 1945089 1867802 4957663 5662858 14721145 15737876 939352 867336 942639 302825 2444376 2286819 1100000 1980000 5353974 6112622 10780341 11549602 X 3909361 4184774 31443 3500 3940804 4188274 14721145 15737876 379708 -132238 0 X 0 1 X 1 1 1 X 10866514 8965687 8804203 10193931 9235093 48065428 10866514 8965687 8804203 10193931 9235093 48065428 48065428 26841 35665 55087 71220 52586 241399 4241 4241 70758 54699 45728 37249 52988 261422 48572490 0.98960 0.99130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 70,758. 2021 AMOUNT: $ 54,699. 2022 AMOUNT: $ 45,728. 2023 AMOUNT: $ 37,249. 2024 AMOUNT: $ 52,988. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2444376 6637497 6795054 2286819 1 X 271789 271789 1573137 894833 678304 1085712 691341 394371 448501 317736 130765 1475229 DEPOSITS 81356 OPERATING RIGHT-OF-USE ASSETS 5555350 FINANCING RIGHT-OF-USE ASSETS 26152 5662858 OPERATING LEASE LIABILITIES 6063028 FINANCING LEASE LIABILITIES 49594 6112622 X 15700513 -132238 266090 133852 15566661 17760 -16983 777 15567438 15453043 266090 266090 15186953 17760 -16983 777 15187730 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. PART X, LINE 2: U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPALS (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: DIRECT FUNDRAISING EVENT EXPENSES -16,983. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES -16,983. BELL OF HOPE 67466 60466 7000 5381 9766 2918 67466 60466 7000 5381 9766 2918 18065 -11065 X X X X 0 0 0 0 0 0 0 0 0 RACQUEL ASSAYE CHIEF FINANCIAL OFFICER 227755 0 0 0 0 0 7400 0 17337 0 252492 0 0 0 CHERYL SMITH VP OF COMPLIANCE & REG. AFFAIRS 137377 0 0 0 0 0 4974 0 27035 0 169386 0 0 0 FORM 990, PART III, LINE 3 THE AGENCY CLOSED ITS TWO DELAWARE STATE RECOVERY LEARNING CENTERS AFTER THE LOSS OF THE DELAWARE STATE CONTRACT AT THE END OF FY2024. 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 THE BYLAWS; OR (III) AMEND OR REPEAL ANY BOARD RESOLUTION. FORM 990, PART VI, SECTION A, LINE 3 MHP UTILIZED AN OUTSOURCING ORGANIZATION, YOUR PART TIME CONTROLLER, LLC, TO PROVIDE COVERAGE FOR THE VACANCY OF THE DIRECTOR OF FINANCE ROLE THROUGH SEPTEMBER 2024 UNTIL THE ROLE WAS FILLED WITH PERMANENT STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FINANCE COMMITTEE HAS DIRECT OVERSIGHT OF THE AUDIT AND FINANCIAL REPORTS, WITH THE CHAIR AND ITS MEMBERS RECEIVING THE FULL COPY OF THE 990 FOR REVIEW AND CHANGES BEFORE IT IS RECOMMENDED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM UPON HIRE AND REVIEW THE POLICY DURING ORIENTATION. THEY ARE UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE AND MUST COMPLETE AN ANNUAL DISCLOSURE. ANY REPORTED OR DISCOVERED CONFLICTS ARE INVESTIGATED AND ADDRESSED APPROPRIATELY. BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL DISCLOSURE AND MUST IMMEDIATELY DISCLOSE ANY CONFLICTS THAT ARISE DURING THE YEAR, INCLUDING IN BOARD MEETINGS. THE VICE PRESIDENT OF COMPLIANCE & EVALUATION OVERSEES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS AND APPROVES THE COMPENSATION OF THE CEO, USING THE COMPENSATION STUDY THAT WAS COMPLETED FOR THE ENTIRE ORGANIZATION ALONG WITH A MARKET ASSESSMENT. MHP WILL CONTINUE TO UTILIZE THIS ANALYSIS TO DETERMINE COMPENSATION FOR NEWLY HIRED OFFICERS AND PLANS TO CONDUCT A SALARY REVIEW ANALYSIS, ONGOING, TO ENSURE A COMPARABLE INDUSTRY AND MARKET-BASED PAY STRUCTURE. THE DELIBERATION AND DECISIONS OF COMPENSATION ARE DOCUMENTED IN THE BOARD MEETING MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 MHP MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST, AND DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. MENTAL HEALTH ASSOCIATION IN SOUTHWESTERN NEW JERSEY 217 BLACKHORSE PIKE HADDON HEIGHTS NJ 08035 210689826 CREATING COMMUNITY FOR INDIVIDUALS WITH MENTAL ILLNESS TO LIVE TO FULLEST NJ 501(C)(3) LINE 7 MENTAL HEALTH PARTNERSHIPS 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0