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FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC (EIN 27-4682873)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349301434
Schema version
2021v4.2
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)
Return2022-11-15T08:44:48-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-14SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES HULBERT JR CPAPreparerPersonNm
PTINP01253253PTIN
Phone6174241100PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,796,665GrossReceiptsAmt
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 Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,043,508PYContributionsGrantsAmt
CY Contributions Grants$1,702,345CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$123PYInvestmentIncomeAmt
CY Investment Income$35,329CYInvestmentIncomeAmt
PY Other Revenue$1,532PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,045,163PYTotalRevenueAmt
CY Total Revenue$1,737,674CYTotalRevenueAmt
PY Grants And Similar Paid$363,882PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$223,977CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$422,253PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$338,026CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$104,494CYTotalFundraisingExpenseAmt
PY Other Expenses$270,474PYOtherExpensesAmt
CY Other Expenses$83,839CYOtherExpensesAmt
PY Total Expenses$1,056,609PYTotalExpensesAmt
CY Total Expenses$645,842CYTotalExpensesAmt
PY Revenues Less Expenses-$11,446PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,091,832CYRevenuesLessExpensesAmt
Total Assets BOY$1,398,949TotalAssetsBOYAmt
Total Assets EOY$2,293,344TotalAssetsEOYAmt
Total Liabilities BOY$23,002TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,127TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,375,947NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,258,217NetAssetsOrFundBalancesEOYAmt
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$334,389ExpenseAmt
Grant$223,977GrantAmt
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$334,389TotalProgramServiceExpensesAmt
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 ContriYes (1)DeductibleNonCashContriInd
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 Document8IRPDocumentCnt
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
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 (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
YANA A JACOBS
DIRECTOR4.00Yes (X)$0$0$0
GIOVAN BAZAN
DIRECTOR4.00Yes (X)$0$0$0
GAYLE ROCKMORE BERG PHD
DIRECTOR4.00Yes (X)$0$0$0
KERMIT COLE
DIRECTOR4.00Yes (X)$0$0$0
CHRISTOPHER GORDON
DIRECTOR4.00Yes (X)$0$0$0
PETER KINDERMAN
DIRECTOR4.00Yes (X)$0$0$0
HANNAH LINGLEY
DIRECTOR4.00Yes (X)$0$0$0
ANDREW SMITH
DIRECTOR4.00Yes (X)$0$0$0
RO SPEIGHT
DIRECTOR4.00Yes (X)$0$0$0
SEANA O'CALLAGHAN
PRESIDENT & CEO32.00$0$120,000$3,183Yes (X)
SANDRA STEINGARD MD
BOARD CHAIR4.00$0$0$0Yes (X)
KERIS JAN MYRICK
VICE CHAIR4.00$0$0$0Yes (X)
DAVID HUGHES PHD
TREASURER4.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$120,000TotReportableCompRltdOrgAmt
Total Other Compensation$3,183TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$92,155GovernmentGrantsAmt
All Other Contributions$1,610,190AllOtherContributionsAmt
Noncash Contributions$1,007,155NoncashContributionsAmt
Total Contributions$1,702,345TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,543TotalRevenueColumnAmt
Exclusion$19,543ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,041,392SecuritiesAmt
Other$33,385OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,058,991SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$17,599SecuritiesAmt
Other$33,385OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,786TotalRevenueColumnAmt
Related Or Exempt Func Income$15,786RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,737,674TotalRevenueColumnAmt
Related Or Exempt Func Income$15,786RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,543ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$118,998TotalAmt
Program Services$118,998ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$104,979TotalAmt
Program Services$104,979ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$123,183TotalAmt
Program Services$41,061ProgramServicesAmt
Management And General$41,061ManagementAndGeneralAmt
Fundraising$41,061FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$166,334TotalAmt
Program Services$51,878ProgramServicesAmt
Management And General$69,998ManagementAndGeneralAmt
Fundraising$44,458FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,838TotalAmt
Program Services$1,522ProgramServicesAmt
Management And General$2,008ManagementAndGeneralAmt
Fundraising$1,308FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,203TotalAmt
Program Services$8,596ProgramServicesAmt
Management And General$5,638ManagementAndGeneralAmt
Fundraising$7,969FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,468TotalAmt
Program Services$7,025ProgramServicesAmt
Management And General$7,945ManagementAndGeneralAmt
Fundraising$6,498FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,093TotalAmt
Management And General$14,093ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,154TotalAmt
Management And General$25,154ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,696TotalAmt
Management And General$3,696ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,548TotalAmt
Management And General$2,274ManagementAndGeneralAmt
Fundraising$2,274FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,282TotalAmt
Management And General$10,050ManagementAndGeneralAmt
Fundraising$232FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,484TotalAmt
Management And General$8,484ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,649TotalAmt
Management And General$8,649ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,713TotalAmt
Program Services$330ProgramServicesAmt
Management And General$6,078ManagementAndGeneralAmt
Fundraising$305FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LICENSES, SUBSCRIPTIONS$1,964$1,575$389
FOREIGN TAXES PAID$256$256

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$645,842TotalAmt
Program Services$334,389ProgramServicesAmt
Management And General$206,959ManagementAndGeneralAmt
Fundraising$104,494FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$835,908BOYAmt
EOY$752,605EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$326,535BOYAmt
EOY$326,599EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$25,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$1,189,140EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$236,506BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,398,949BOYAmt
EOY$2,293,344EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,002BOYAmt
EOY$35,127EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,002BOYAmt
EOY$35,127EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,375,947BOYAmt
EOY$1,263,397EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$994,820EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,375,947BOYAmt
EOY$2,258,217EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,398,949BOYAmt
EOY$2,293,344EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,091,832ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$40,309NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$169,253OtherChangesInNetAssetsAmt
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$1,049,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$801,436CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,114,358CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,043,508CurrentTaxYearMinus1YearAmt
Current Tax Year$695,190CurrentTaxYearAmt
Total$5,703,865TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,049,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$801,436CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,114,358CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,043,508CurrentTaxYearMinus1YearAmt
Current Tax Year$695,190CurrentTaxYearAmt
Total$5,703,865TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,825,595SubstantialContributorsTotAmt
Public Support Total170$1,878,270PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,018CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$997CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,627CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123CurrentTaxYearMinus1YearAmt
Current Tax Year$19,543CurrentTaxYearAmt
Total$23,308TotalAmt
FieldValueIRS element (for citing)
Total Support$5,727,173TotalSupportAmt
Public Support CY1700.32800PublicSupportCY170Pct
Public Support PY1700.32460PublicSupportPY170Pct
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 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.IN 2017, APPROXIMATELY $1,025,000 WAS RECEIVED FROM SEVERAL UNRELATED INDIVIDUALS AND ORGANIZATIONS WHILE $25,000 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 2021, AND FOR THE PRIOR REPORTING YEAR OF 2020, THE PUBLIC SUPPORT PERCENTAGE FOR THE ORGANIZATION CALCULATED TO 32.80% (ON SCHEDULE A, PART II, SECTION C, LINE 14) AND 32.46% (ON SCHEDULE A, PART II, SECTION C, LINE 15), RESPECTIVELY. THE PUBLIC SUPPORTING PERCENTAGE FOR PRECEDING YEARS IS AS FOLLOWS: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 Held8DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$64,674DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$36,008DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$229,774DonorAdvisedFundsVlEOYAmt
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$104,979RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$104,979SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$104,979TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND)SUPPORT AND IMPROVE MENTAL HEALTH OUTCOMES$75,000WIRE$0CASH = FMV
EUROPE (INCLUDING ICELAND & GREENLAND)SUPPORT AND IMPROVE MENTAL HEALTH OUTCOMES$10,000WIRE$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 $104,979 $ 0

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
EASTERN MAINE MEDICAL CENTER
489 STATE STREETBANGORME04401010211501501C3$15,000$0CASH = FMVRESEARCH FOR NUTRITION & MENTAL HEALTH
MAD IN AMERICA FOUNDATION
763 MASSACHUSETTS AVECAMBRIDGEMA02139474772825501C3$65,000$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
MINDFREEDOM INTERNATIONAL
PO BOX 11284EUGENEOR97440931144215501C3$10,000$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
WESTERN MASS TRAINING CONSORTIUM INC
187 HIGH STREET 202HOLYOKEMA01040237450656501C3$13,748$0CASH = FMVTO IMPROVE MENTAL HEALTH OUTCOMES
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,007,155NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED MARKET PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationORGANIZATION RECEIVED THREE PUBLICLY TRADED SECURITIES FROM ONE DONOR IN ONE TRANSFER TO THE ORGANIZATION ON OCTOBER 27, 2021.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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.
FORM 990, PART XI, LINE 9:RETURN OF UNSPENT GRANT FUNDS -169,253.

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