2021-11-10T09:52:47-06:00 2020-12-31 475422543 KENNETH FREED & COMPANY PC 400 WEST CUMMINGS PARK SUITE 5850 WOBURN MA 018017238 990 2020-01-01 274682873 THE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC FOUN 5038165676 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 SEANA O'CALLAGHAN PRESIDENT & CEO 5038165676 2021-11-09 1 SEANA OCALLAGHAN 999009999 CHARLES HULBERT JR CPA P01253253 6174241100 2021-11-09 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z OPEN EXCELLENCE SEANA O'CALLAGHAN 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 1045163 0 X OPENEXCELLENCE.ORG X 2011 DE WE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WORLDS TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY. 13 12 5 12 0 0 2114358 1043508 0 0 4026 123 0 1532 2118384 1045163 760391 363882 0 0 518640 422253 0 0 256327 277200 270474 1556231 1056609 562153 -11446 1539404 1398949 167068 23002 1372336 1375947 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. 0 0 498491 363882 THE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE IS A ONE-OF-A-KIND COMMUNITY FOUNDATION, INTERNATIONAL IN SCOPE, FOCUSED SOLEY ON MENTAL HEALTH. 498491 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X MALEA STOCKTON 5038165676 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 SEANA O'CALLAGHAN PRESIDENT & CEO (CURRENT) 32.00 X 38769 0 1188 JESSICA PRATT INTERIM CEO/CHIEF COMMUNICATIONS OFFICEE 40.00 X 106513 0 19787 GINA NIKKEL PHD CEO (PART-YEAR) 40.00 X 63953 0 5534 SANDRA STEINGARD MD BOARD CHAIR 4.00 X 0 0 0 KERIS JAN MYRICK VICE CHAIR 4.00 X 0 0 0 DAVID HUGHES PHD TREASURER 4.00 X 0 0 0 YANA A JACOBS SECRETARY 4.00 X 0 0 0 GIOVAN BAZAN DIRECTOR 4.00 X 0 0 0 GAYLE ROCKMORE BERG PHD DIRECTOR 4.00 X 0 0 0 KERMIT COLE DIRECTOR 4.00 X 0 0 0 CHRISTOPHER GORDON DIRECTOR 4.00 X 0 0 0 PETER KINDERMAN DIRECTOR 4.00 X 0 0 0 HANNAH LINGLEY DIRECTOR 4.00 X 0 0 0 ANDREW SMITH DIRECTOR 4.00 X 0 0 0 RO SPEIGHT DIRECTOR 4.00 X 0 0 0 KEVIN ASPEGREN CHIEF PHILANTHROPY OFFICER 40.00 X 103270 0 5486 312505 0 31995 2 0 0 0 0 84345 959163 1043508 123 123 OTHER INCOME 900099 1532 1532 1532 1045163 0 0 1655 X 213882 213882 150000 150000 209326 88695 54640 65991 161227 5331 57238 98658 3137 255 2207 675 13482 888 7783 4811 35081 8348 10775 15958 2436 2436 43266 43266 159843 31092 72914 55837 23986 11993 11993 4597 3869 728 6487 6487 19500 19500 3004 1502 1502 6182 6182 LICENSES, SUBSCRIPTIONS 1173 999 174 1056609 498491 301791 256327 1041495 835908 326535 362862 135047 236506 1539404 1398949 67068 23002 100000 167068 23002 X 1372336 1375947 1372336 1375947 1539404 1398949 -11446 15057 0 X 1 X 0 1 0 X 1266087 1049373 801436 2114358 1043508 6274762 1266087 1049373 801436 2114358 1043508 6274762 4232474 2042288 13562 1018 997 1627 123 17327 6292089 0.32460 0.34390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 119882 75000 349408 1 1 0 BENEFICIAL INTEREST IN ENDOWMENT 236506 F 236506 X PART X, LINE 2: 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. 1 EUROPE 0 0 GRANT GRANTMAKING 150000 0 0 0 0 0 0 150000 0 150000 MENTAL HEALTH STUDY 150000 WIRE 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PRT 1, LINE 3 - ACTIVITIES PER REGION REGION EXPENDITURES INVESTMENTS EUROPE $150,000 $ 0 1 EASTERN MAINE MEDICAL CENTER 489 STATE STREET BANGOR ME 04401 010211501 501C3 20000 NUTRITION & MENTAL HEALTH MAD IN AMERICA CONTINUING EDUCATION 763 MASSACHUSETTS AVE CAMBRIDGE MA 02139 474772825 501C3 125000 MENTAL HEALTH OHIO STATE UNIVERSITY 1960 KENNY RD COLUMBUS OH 43210 316401599 501C3 55000 RESEARCH 3 0 PART I, LINE 2: 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. 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.