FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC (EIN 27-4682873)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349302067
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T09:52:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475422543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH FREED & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 WEST CUMMINGS PARK SUITE 5850 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018017238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274682873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR EXCELLENCE IN | BusinessNameLine1Txt |
| Business Name Line2 | MENTAL HEALTH CARE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5038165676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8532 SW ST HELENS DR 250 | AddressLine1Txt |
| City | WILSONVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEANA O'CALLAGHAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5038165676 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEANA | PersonFirstNm |
| Person Last | OCALLAGHAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES HULBERT JR CPA | PreparerPersonNm |
| PTIN | P01253253 | PTIN |
| Phone | 6174241100 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN EXCELLENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEANA O'CALLAGHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8532 SW ST HELENS DR 250 | AddressLine1Txt |
| City | WILSONVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,045,163 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OPENEXCELLENCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | WE 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 Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,114,358 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,043,508 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,026 | PYInvestmentIncomeAmt |
| CY Investment Income | $123 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,532 | CYOtherRevenueAmt |
| PY Total Revenue | $2,118,384 | PYTotalRevenueAmt |
| CY Total Revenue | $1,045,163 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $760,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $363,882 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $518,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $422,253 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $256,327 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $277,200 | PYOtherExpensesAmt |
| CY Other Expenses | $270,474 | CYOtherExpensesAmt |
| PY Total Expenses | $1,556,231 | PYTotalExpensesAmt |
| CY Total Expenses | $1,056,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $562,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,539,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,398,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $167,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,372,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,375,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $498,491 | ExpenseAmt |
| Grant | $363,882 | GrantAmt |
| Desc | THE 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 | $498,491 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MALEA STOCKTON | PersonNm |
| Phone | 5038165676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8532 SW ST HELENS DR 250 | AddressLine1Txt |
| City | WILSONVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97070 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SEANA O'CALLAGHAN | |||||||
| PRESIDENT & CEO (CURRENT) | 32.00 | Yes (X) | $38,769 | $0 | $1,188 | ||
| JESSICA PRATT | |||||||
| INTERIM CEO/CHIEF COMMUNICATIONS OFFICEE | 40.00 | Yes (X) | $106,513 | $0 | $19,787 | ||
| GINA NIKKEL PHD | |||||||
| CEO (PART-YEAR) | 40.00 | Yes (X) | $63,953 | $0 | $5,534 | ||
| SANDRA STEINGARD MD | |||||||
| BOARD CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KERIS JAN MYRICK | |||||||
| VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HUGHES PHD | |||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| YANA A JACOBS | |||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GIOVAN BAZAN | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| GAYLE ROCKMORE BERG PHD | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| KERMIT COLE | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRISTOPHER GORDON | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| PETER KINDERMAN | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| HANNAH LINGLEY | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW SMITH | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| RO SPEIGHT | |||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN ASPEGREN | |||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $103,270 | $0 | $5,486 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $312,505 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,995 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $84,345 | GovernmentGrantsAmt |
| All Other Contributions | $959,163 | AllOtherContributionsAmt |
| Total Contributions | $1,043,508 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123 | TotalRevenueColumnAmt |
| Exclusion | $123 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,532 | TotalRevenueColumnAmt |
| Exclusion | $1,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,532 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,045,163 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,882 | TotalAmt |
| Program Services | $213,882 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,000 | TotalAmt |
| Program Services | $150,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,326 | TotalAmt |
| Program Services | $88,695 | ProgramServicesAmt |
| Management And General | $54,640 | ManagementAndGeneralAmt |
| Fundraising | $65,991 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,227 | TotalAmt |
| Program Services | $5,331 | ProgramServicesAmt |
| Management And General | $57,238 | ManagementAndGeneralAmt |
| Fundraising | $98,658 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,137 | TotalAmt |
| Program Services | $255 | ProgramServicesAmt |
| Management And General | $2,207 | ManagementAndGeneralAmt |
| Fundraising | $675 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,482 | TotalAmt |
| Program Services | $888 | ProgramServicesAmt |
| Management And General | $7,783 | ManagementAndGeneralAmt |
| Fundraising | $4,811 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,081 | TotalAmt |
| Program Services | $8,348 | ProgramServicesAmt |
| Management And General | $10,775 | ManagementAndGeneralAmt |
| Fundraising | $15,958 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,436 | TotalAmt |
| Management And General | $2,436 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,266 | TotalAmt |
| Management And General | $43,266 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,843 | TotalAmt |
| Program Services | $31,092 | ProgramServicesAmt |
| Management And General | $72,914 | ManagementAndGeneralAmt |
| Fundraising | $55,837 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,986 | TotalAmt |
| Management And General | $11,993 | ManagementAndGeneralAmt |
| Fundraising | $11,993 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597 | TotalAmt |
| Management And General | $3,869 | ManagementAndGeneralAmt |
| Fundraising | $728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,487 | TotalAmt |
| Management And General | $6,487 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,500 | TotalAmt |
| Management And General | $19,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004 | TotalAmt |
| Management And General | $1,502 | ManagementAndGeneralAmt |
| Fundraising | $1,502 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,182 | TotalAmt |
| Management And General | $6,182 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES, SUBSCRIPTIONS | Desc |
| Total | $1,173 | TotalAmt |
| Management And General | $999 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,609 | TotalAmt |
| Program Services | $498,491 | ProgramServicesAmt |
| Management And General | $301,791 | ManagementAndGeneralAmt |
| Fundraising | $256,327 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,495 | BOYAmt |
| EOY | $835,908 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $326,535 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,862 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,047 | BOYAmt |
| EOY | $236,506 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,539,404 | BOYAmt |
| EOY | $1,398,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,068 | BOYAmt |
| EOY | $23,002 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,068 | BOYAmt |
| EOY | $23,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,336 | BOYAmt |
| EOY | $1,375,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,336 | BOYAmt |
| EOY | $1,375,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,539,404 | BOYAmt |
| EOY | $1,398,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$11,446 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,057 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,049,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $801,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,114,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,043,508 | CurrentTaxYearAmt |
| Total | $6,274,762 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,049,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $801,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,114,358 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,043,508 | CurrentTaxYearAmt |
| Total | $6,274,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,232,474 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,042,288 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123 | CurrentTaxYearAmt |
| Total | $17,327 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,292,089 | TotalSupportAmt |
| Public Support CY170 | 0.32460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 14 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $119,882 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $75,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $349,408 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ENDOWMENT | Desc |
| Book Value | $236,506 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $236,506 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIN 48 FOOTNOTE THE FOUNDATION IS EXPEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNREALTED BUSINESS ACTIVITIES. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. ANNUALLY, THE FOUNDATION IS REQUIRED TO FILE FEDERAL AND STATE RETURNS APPLICABLE TO EXEMPT ORGANIZATIONS. THE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THEIR RESPECTIVE TAX AUTHORITY FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. THE OPEN PERIODS ARE 2017 - 2020. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANT | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANTMAKING | SpecificServicesProvidedTxt |
| Region Total Expenditures | $150,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $150,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $150,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | MENTAL HEALTH STUDY | PurposeOfGrantTxt |
| Cash Grant | $150,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PRT 1, LINE 3 - ACTIVITIES PER REGION | REGION EXPENDITURES INVESTMENTS EUROPE $150,000 $ 0 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| EASTERN MAINE MEDICAL CENTER | |||||||
| 489 STATE STREET | BANGOR | ME | 04401 | 010211501 | 501C3 | $20,000 | NUTRITION & MENTAL HEALTH |
| MAD IN AMERICA CONTINUING EDUCATION | |||||||
| 763 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | 474772825 | 501C3 | $125,000 | MENTAL HEALTH |
| OHIO STATE UNIVERSITY | |||||||
| 1960 KENNY RD | COLUMBUS | OH | 43210 | 316401599 | 501C3 | $55,000 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART 1, LINE 6 | VOLUNTEER MEMBERS PARTICIPATE IN DISCUSSIONS AND ADVISING ON RESEARCH, PROGRAMS, AND DEVELOPMENT. |
| FORM 990, PART VI, SECTION A, LINE 1 | AUTHORITY 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 11B | ORGANIZATION'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 12C | ENFORCEMENTS 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 15 | COMPENSATION 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 19 | GOVERNING 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 IX, LINE 11G | OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 31,092. MANAGEMENT AND GENERAL EXPENSES 66,486. FUNDRAISING EXPENSES 55,837. TOTAL EXPENSES 153,415. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,428. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,428. |
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