2025-03-14T12:04:35-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 231425035 MENTAL HEALTH PARTNERSHIPS MENT 2157511800 833 CHESTNUT STREET 1100 PHILADELPHIA PA 19107 RACQUEL ASSAYE CFO 2157511800 2025-03-13 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-03-13 2023 2025-03-06 01:10:19Z RACQUEL ASSAYE 833 CHESTNUT STREET 1100 PHILADELPHIA PA 19107 15194531 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. 7 7 231 8 0 0 8804203 10193931 5393058 4309802 130424 193356 49969 33658 14377654 14730747 0 0 0 0 9492032 9953779 0 0 150084 4760033 4783696 14252065 14737475 125589 -6728 14100579 14721145 10156501 10780341 3944078 3940804 X 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. 1 1 6532664 0 1943227 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. 3511729 0 1680124 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. 1151769 0 593789 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. 474876 0 92662 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. 277510 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. 752386 0 92662 11948548 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 34 0 1 231 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 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 2157511800 833 CHESTNUT STREET SUITE 1100 PHILADELPHIA PA 19107 IRENE HURFORD CHAIR (SINCE OCT 2023) 1.00 X X 0 0 0 RICHARD MUHLBERG VICE CHAIR (SINCE OCT 2023) 1.00 X X 0 0 0 MICHAEL DEHAVEN TREASURER (SINCE OCT 2023) 1.00 X X 0 0 0 GREGG ULLMAN TREASURER (UNTIL OCT 2023) 1.00 X X 0 0 0 LISA KUBISIAK SECRETARY 1.00 X X 0 0 0 PERRY KAPLAN DIRECTOR 1.00 X 0 0 0 ALVIN REESE DIRECTOR 1.00 X 0 0 0 ERIC ROSENFELD DIRECTOR 1.00 X 0 0 0 DR ADRIANA TORRES-O'CONNOR PRESIDENT & CEO (FORMER) 40.00 X 283824 0 8225 RACQUEL ASSAYE CHIEF FINANCIAL OFFICER 40.00 X 225181 0 23771 CHERYL SMITH VP OF COMPLIANCE & REG. AFFAIRS 40.00 X 155598 0 27614 664603 0 59610 3 0 1 0 YOUR PART TIME CONTROLLER LLC PO BOX 7247 PHILADELPHIA PA 19170 FINANCE AND ACCOUNTING SUPPORT 184185 1 26475 10107358 60098 10193931 DIRECT SERVICE FEES 621990 3623351 3623351 TRAINING & EDUCATION INCOME 621990 593789 593789 CLIENT RENT 624100 78946 78946 OTHER PROGRAM REVENUE 621990 13716 13716 4309802 71220 71220 555854 433718 122136 122136 122136 26475 26475 30066 -3591 -3591 REFUND/ REBATES 900099 33824 33824 OTHER INCOME 900099 3425 3425 37249 14730747 4309802 0 227014 472084 162224 263665 46195 7294680 6386084 851689 56907 188502 156907 31482 113 1308004 1052040 244306 11658 690509 550474 133437 6598 164212 150515 13447 250 127578 45207 78398 3973 18781 18781 636933 304092 311740 21101 1042 1042 129220 113203 16003 14 333514 152888 180626 1582556 1386109 196269 178 190395 176800 12558 1037 101541 89806 11735 136818 135820 998 173041 173041 348606 348606 TREATMENT & SUPPORTIVE 337328 286572 50094 662 REPAIR & IMPROVEMENTS 322518 315178 7340 COMMUNICATION 158996 136023 22573 400 20617 20617 14737475 11948548 2638843 150084 3365784 2465672 1524851 3546916 426487 582730 114242 77640 2893968 1748533 1187198 1145435 2217056 1945089 5264961 4957663 14100579 14721145 978529 939352 240445 942639 3228629 2444376 1100000 5708898 5353974 10156501 10780341 X 3910452 3909361 33626 31443 3944078 3940804 14100579 14721145 -6728 3454 0 X 0 1 X 1 1 1 X 11608890 10866514 8965687 8804203 10193931 50439225 11608890 10866514 8965687 8804203 10193931 50439225 50439225 39957 26841 35665 55087 71220 228770 3999 70758 54699 49969 33658 213083 50881078 0.99130 0.99280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3228629 6173603 6957856 2444376 1 X 271789 271789 1207219 834926 372293 1037611 602965 434646 377349 310642 66707 1145435 DUE FROM RELATED PARTIES 7650 SECURITY DEPOSIT 81356 OPERATING RIGHT-OF-USE ASSETS 4804317 FINANCING RIGHT-OF-USE ASSETS 64340 4957663 OPERATING LEASE LIABILITIES 5297672 FINANCING LEASE LIABILITIES 56302 5353974 X 14742061 3454 3454 14738607 18781 -26641 -7860 14730747 14745335 0 14745335 18781 -26641 -7860 14737475 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. BELL OF HOPE 52950 26475 26475 20783 5500 3783 52950 26475 26475 20783 5500 3783 30066 -3591 X X X X X X 0 0 0 0 0 0 0 0 0 DR ADRIANA TORRES-O'CONNOR PRESIDENT & CEO (FORMER) 283824 0 0 0 0 0 5678 0 2547 0 292049 0 0 0 RACQUEL ASSAYE CHIEF FINANCIAL OFFICER 225181 0 0 0 0 0 6755 0 17016 0 248952 0 0 0 CHERYL SMITH VP OF COMPLIANCE & REG. AFFAIRS 155598 0 0 0 0 0 3577 0 24037 0 183212 0 0 0 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. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0