BETA

FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC (EIN 27-4682873)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349309179
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T14:57:02-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475422543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 WEST CUMMINGS PARK SUITE 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018017238ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274682873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATION FOR EXCELLENCE INBusinessNameLine1Txt
Business Name Line2MENTAL HEALTH CARE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5038165676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18532 SW ST HELENS DR 250AddressLine1Txt
CityWILSONVILLECityNm
State AbbreviationORStateAbbreviationCd
ZIP97070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HUGHESPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6178442527PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHUGHESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES HULBERT JR CPAPreparerPersonNm
PTINP01253253PTIN
Phone6174241100PhoneNum
Preparation2023-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1OPEN EXCELLENCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerDAVID HUGHESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18532 SW ST HELENS DR 250AddressLine1Txt
CityWILSONVILLECityNm
State AbbreviationORStateAbbreviationCd
ZIP97070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,709,485GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressOPENEXCELLENCE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionWE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WORLDS TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,702,345PYContributionsGrantsAmt
CY Contributions Grants$295,677CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$35,329PYInvestmentIncomeAmt
CY Investment Income-$82,149CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,737,674PYTotalRevenueAmt
CY Total Revenue$213,528CYTotalRevenueAmt
PY Grants And Similar Paid$223,977PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$472,100CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$338,026PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$224,735CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$67,492CYTotalFundraisingExpenseAmt
PY Other Expenses$83,839PYOtherExpensesAmt
CY Other Expenses$116,224CYOtherExpensesAmt
PY Total Expenses$645,842PYTotalExpensesAmt
CY Total Expenses$813,059CYTotalExpensesAmt
PY Revenues Less Expenses$1,091,832PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$599,531CYRevenuesLessExpensesAmt
Total Assets BOY$2,293,344TotalAssetsBOYAmt
Total Assets EOY$1,674,464TotalAssetsEOYAmt
Total Liabilities BOY$35,127TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,846TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,258,217NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,665,618NetAssetsOrFundBalancesEOYAmt
MissionWE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WOLRD'S TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$546,914ExpenseAmt
Grant$472,100GrantAmt
DescTHE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE IS A ONE-OF-A-KIND COMMUNITY FOUNDATION, INTERNATIONAL IN SCOPE, FOCUSED SOLEY ON MENTAL HEALTH.Desc
Total Program Service Expenses$546,914TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMALEA STOCKTONPersonNm
Phone5038165676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18532 SW ST HELENS DR 250AddressLine1Txt
CityWILSONVILLECityNm
State AbbreviationORStateAbbreviationCd
ZIP97070ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KERMIT COLE
BOARD CHAIR4.00Yes (X)$0$0$0
DAVID HUGHES PHD
TREASURER4.00Yes (X)$0$0$0
GAYLE ROCKMORE BERG PHD
SECRETARY4.00Yes (X)$0$0$0
GIOVAN BAZAN
DIRECTOR4.00$0$0$0Yes (X)
HANNAH LINGLEY
DIRECTOR4.00$0$0$0Yes (X)
PABLO SADLER
DIRECTOR4.00$0$0$0Yes (X)
CHRISTOPHER GORDON
DIRECTOR4.00$0$0$0Yes (X)
MALEA STOCKTON
CHIEF ADMINISTRATIVE OFFICER40.00Yes (X)$92,745$0$9,931
SEANA O'CALLAGHAN
PRES & CEO (TERMINATED IN 2022)32.00Yes (X)$83,539$0$2,506
FieldValueIRS element (for citing)
Total Reportable Comp From Org$176,284TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$12,437TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$295,677AllOtherContributionsAmt
Total Contributions$295,677TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,336TotalRevenueColumnAmt
Exclusion$11,336ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,399,785SecuritiesAmt
Other$2,687OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,495,957SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$96,172SecuritiesAmt
Other$2,687OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$93,485TotalRevenueColumnAmt
Related Or Exempt Func Income-$93,485RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$213,528TotalRevenueColumnAmt
Related Or Exempt Func Income-$93,485RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,336ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$414,077TotalAmt
Program Services$414,077ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$58,023TotalAmt
Program Services$58,023ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$188,721TotalAmt
Program Services$59,485ProgramServicesAmt
Management And General$90,287ManagementAndGeneralAmt
Fundraising$38,949FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,988TotalAmt
Program Services$7,494ProgramServicesAmt
Fundraising$7,494FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,062TotalAmt
Program Services$531ProgramServicesAmt
Fundraising$531FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$4,190TotalAmt
Program Services$2,095ProgramServicesAmt
Fundraising$2,095FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,774TotalAmt
Program Services$5,209ProgramServicesAmt
Management And General$6,886ManagementAndGeneralAmt
Fundraising$3,679FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$17,746TotalAmt
Management And General$17,746ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,673TotalAmt
Management And General$26,673ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,848TotalAmt
Management And General$3,848ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,555TotalAmt
Management And General$3,278ManagementAndGeneralAmt
Fundraising$3,277FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$22,964TotalAmt
Management And General$12,963ManagementAndGeneralAmt
Fundraising$10,001FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,078TotalAmt
Management And General$21,078ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,849TotalAmt
Management And General$5,849ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,960TotalAmt
Management And General$6,960ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSES, SUBSCRIPTIONS$3,412$1,946$1,466
FOREIGN CURRENCY TRANSL$1,139$1,139

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$813,059TotalAmt
Program Services$546,914ProgramServicesAmt
Management And General$198,653ManagementAndGeneralAmt
Fundraising$67,492FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$752,605BOYAmt
EOY$136,882EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$326,599BOYAmt
EOY$1,051,490EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,189,140BOYAmt
EOY$486,092EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,293,344BOYAmt
EOY$1,674,464EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,127BOYAmt
EOY$8,846EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,127BOYAmt
EOY$8,846EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,263,397BOYAmt
EOY$1,023,154EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$994,820BOYAmt
EOY$642,464EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,258,217BOYAmt
EOY$1,665,618EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,293,344BOYAmt
EOY$1,674,464EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$599,531ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,932NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$801,436CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,114,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,043,508CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$695,190CurrentTaxYearMinus1YearAmt
Current Tax Year$295,677CurrentTaxYearAmt
Total$4,950,169TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$801,436CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,114,358CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,043,508CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$695,190CurrentTaxYearMinus1YearAmt
Current Tax Year$295,677CurrentTaxYearAmt
Total$4,950,169TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,328,554SubstantialContributorsTotAmt
Public Support Total170$1,621,615PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$997CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,627CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,543CurrentTaxYearMinus1YearAmt
Current Tax Year$11,336CurrentTaxYearAmt
Total$33,626TotalAmt
FieldValueIRS element (for citing)
Total Support$4,983,795TotalSupportAmt
Public Support CY1700.32540PublicSupportCY170Pct
Public Support PY1700.32800PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestSTATEMENT WITH RESPECT TO THE 10% FACTS AND CIRCUMSTANCES TEST PURSUANT TO TREASURY REGULATION 1.170A-9(F)THE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC. (THE ORGANIZATION") HAS RECEIVED SUBSTANTIAL PART OF ITS SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC:(I) TEN PERCENT-OF-SUPPORT LIMITATION. SEE SCHEDULE A, PART II, SECTION C, LINES 14 AND 15.(II) ATTRACTION OF PUBLIC SUPPORT. THE ORGANIZATION CONTINUES TO SOLICIT CONTRIBUTIONS FROM U.S. SOURCES.IN 2022, APPROXIMATELY $296,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS. ALL CONTRIBUTIONS WERE SOLICITED AND RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES.IN 2021, APPROXIMATELY $1,625,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS WHILE $77,000 WAS RECEIVED FROM INDIVIDUALS CLOSELY AFFILIATED WITH THE ORGANIZATION. ALL CONTRIBUTIONS WERE SOLICITED AND RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES. IN 2021, INCLUDED IN THE $1,625,000 TOTAL, ONE DONATION WAS RECEIVED THAT WAS PARTICULARLY SIGNIFICANT. THE DONATION CONSISTED OF APPROXIMATELY $1,000,000 OF APPRECIATED SECURITIES. THIS IS AN UNUSUAL GRANT FOR THE ORGANIZATION.IN 2020, APPROXIMATELY $1,030,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS WHILE $11,000 WAS RECEIVED FROM INDIVIDUALS CLOSELY AFFILIATED WITH THE ORGANIZATION. ALL CONTRIBUTIONS WERE SOLICITED AND RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES.IN 2019, APPROXIMATELY $1,850,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS WHILE $250,000 WAS RECEIVED FROM INDIVIDUALS CLOSELY AFFILIATED WITH THE ORGANIZATION. ALL CONTRIBUTIONS WERE SOLICITED AND RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES.IN 2018, APPROXIMATELY $675,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS WHILE $125,000 WAS RECEIVED FROM INDIVIDUALS CLOSELY AFFILIATED WITH THE ORGANIZATION. ALL CONTRIBUTIONS WERE SOLICITED AND RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSES.(III) PERCENTAGE OF FINANCIAL SUPPORT. FOR THE CURRENT REPORTING YEAR OF 2022, AND FOR THE PRIOR REPORTING YEAR OF 2021, THE PUBLIC SUPPORT PERCENTAGE FOR THE ORGANIZATION CALCULATED TO 32.54% (ON SCHEDULE A, PART II, SECTION C, LINE 14) AND 32.80% (ON SCHEDULE A, PART II, SECTION C, LINE 15), RESPECTIVELY. THE PUBLIC SUPPORTING PERCENTAGE FOR PRECEDING YEARS IS AS FOLLOWS:2020: 32.46% 2019: 34.39% 2018: 30.65% 2017: 29.73% 2016: 51.40% (IV) SOURCES OF SUPPORT. THE ORGANIZATION SATISFIES REQUIREMENT (I) ABOVE THROUGH THE RECEIPT OF FINANCIAL SUPPORT DIRECTLY OR INDIRECTLY FROM A REPRESENTATIVE NUMBER OF BUSINESSES AND PERSONS, RATHER THAN RECEIVING ALMOST ALL ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. THIS IS EVIDENCED BY A REVIEW OF THE SUPPORTING SCHEDULE, WHICH IS NOT OPEN TO PUBLIC INSPECTION, OF THE IDENTIFICATION OF EXCESS CONTRIBUTIONS INCLUDED ON SCHEDULE A, PART II, SECTION A, LINE 5. THE CONTRIBUTORS' NAMES ON THIS SCHEDULE REFLECT THE MAJOR CONTRIBUTORS TO THE ORGANIZATION, MOST OF WHICH ARE CONTRIBUTORS EVERY YEAR, BUT WERE NOT RELATED TO THE ORGANIZATION THROUGH COMMON BOARD MEMBERSHIP OR OTHER DISQUALIFYING FACTORS DURING THE YEARS IN QUESTION.(V) REPRESENTATIVE GOVERNING BODY. THE ORGANIZATION HAS A GOVERNING BODY CALLED THE BOARD OF DIRECTORS AS OUTLINED IN THE LEGALLY ADOPTED BY-LAWS OF THE ORGANIZATION. THE BOARD OF DIRECTORS HAS BEEN FILLED WITH INDIVIDUALS REPRESENTING A BROAD CROSS-SECTION OF THE VIEWS AND INTERESTS OF THE COMMUNITY. THE BUSINESS CONNECTIONS OF THE DIRECTORS HAVE BEEN HELPFUL IN SECURING GIFTS.FactsAndCircumstancesTestTxt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: GIFT OF PUBLICLY TRADED SECURITIES DATE: 10/27/21 AMOUNT: 1007155.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held3DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$153,310DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$194,887DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$179,124DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTTypeOfActivitiesConductedTxt
Specific Services ProvidedGRANTMAKINGSpecificServicesProvidedTxt
Region Total Expenditures$58,023RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$58,023SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$58,023TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMSUPPORT AND IMPROVE MENTAL HEALTH OUTCOMES$5,023WIRE$0CASH = FMV
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMSUPPORT AND IMPROVE MENTAL HEALTH OUTCOMES$53,000WIRE$0CASH = FMV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GRANTEES ARE REQUIRED TO SUBMIT A PROPOSAL WITH A BUDGET AT THE OUTSET OF THE GRANT. SUBSEQUENTLY, THE GRANTEES ARE REQUIRED TO SUBMIT QUARTERLY REPORTING WHICH IS DISTRIBUTED TO THE BOARD FOR REVIEW AND DISCUSSION.
PART III ACCOUNTING METHOD:
PART I, LINE 3 - ACTIVITIES PER REGIONREGION EXPENDITURES INVESTMENTS EUROPE $58,023 $ 0

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
MINDFREEDOM INTERNATIONAL
PO BOX 11284EUGENEOR97440931144215501C3$16,645$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
HOPEWORX INC
1210 STANBRIDGE ST STE 600NORRISTOWNPA19401232811078501C3$245,545$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
NATIONAL EMPOWERMENT CENTER
3 NANTUCKET PLACEGRAFTONMA01519043331278501C3$20,000$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
FJC - A FOUNDATION OF PHILANTHROPIC FUNDS
225 WEST 39TH ST 12TH FLNEW YORKNY10018133848582501C3$29,615$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
BEAUTIFUL MINDS WELLNESS
13300 NEW AIRPORT RD STE 100AUBURNCA95602465365497501C3$80,440$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONTORING THE USE OF GRANT FUNDS: THE EXECUTIVE DIRECTOR CONFIRMS ELIGILBILITY FOR GRANTS IN CONJUNCTION WITH THE BOARD OF DIRECTORS AND REQUIRES QUARTERLY REPORTS ON THE STATUS OF APPROVED PROJECTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART 1, LINE 6VOLUNTEER MEMBERS PARTICIPATE IN DISCUSSIONS AND ADVISING ON RESEARCH, PROGRAMS, AND DEVELOPMENT.
FORM 990, PART VI, SECTION A, LINE 1AAUTHORITY DELEGATED TO COMMITTEE: AN EXECUTIVE COMMITTEE CONSISTS OF THE FOUNDATION'S CHAIR, VICE CHAIR, SECRETARY, TREASURER, PRESIDENT, AND ONE ADDITIONAL MEMBER FROM THE GOVERNING BODY. THE COMMITTEE MEETS MONTHLY AND HAS THE AUTHORITY TO MAKE DECISIONS AND EXPENDITURES BELOW $5,000 WITHOUT IMMEDIATE APPROVAL OF THE FULL BOARD. MINUTES OF THE EXECUTIVE COMMITTEE SESSIONS ARE PROVIDED TO THE FULL BOARD TYPICALLY WITHIN 24 HOURS OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 11BORGANIZATION'S PROCESS TO REVIEW FORM 990: THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS REVIEWED AND DISCUSSED AT A BOARD MEETING PRIOR TO ITS SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CENFORCEMENTS OF CONFLICTS POLICY: BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND THE CEO MONITORS AND ENFORCES ANY POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION REVIEW PROCESS: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS THE COMPENSATION OF ALL EMPLOYEES OF THE ORGANIZATION USING INFORMATION ON SIMILAR POSITIONS WITHIN SIMILAR NONPROFIT ORGANIZATIONS FROM THE COUNCIL OF FOUNDATIONS SALARY COMPENSATION DATA CHARTS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS DISCLOSURE: THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAIABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, THE FINANCIAL STATEMENTS AND OTHER VARIOUS PROGRAM DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND FROM GUIDESTAR.ORG.

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