2020-07-15T16:46:33-05:00 2019-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2018-07-01 042104711 THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC MASS 6177427452 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 DANNA MAUCH PRESIDENT & CEO 6177427452 2020-07-15 1 DOUGLAS FARRINGTON P00370668 6178075000 2020-07-15 47.19.127.190 2020-07-15 06:35:04 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5646463611682D9FF634D53B57C349B9DAC2909E 2018 2020-09-23 17:36:50Z DANNA MAUCH 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 1829179 0 X WWW.MAMH.ORG X 1913 MA TO PROVIDE SUPPORT AND ASSISTANCE TO INDIVIDUALS WITH MENTAL HEALTH & EMOTIONAL CONDITIONS. THE ORGANIZATION'S MISSION IS TO PROMOTE AND ADVANCE COMMUNITY BASED HOUSING, EDUCATION, HEALTH CARE, EMPLOYMENT AND TREATMENT FOR CHILDREN, ADOLESCENTS AND ADULTS WITH MENTAL HEALTH OR EMOTIONAL CONDITIONS. ITS GOAL IS TO INCREASE KNOWLEDGE ABOUT MENTAL HEALTH CONDITIONS AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTH AND WELL BEING THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. 11 10 6 53 0 0 1661854 1214208 16140 16140 173318 189011 0 0 1851312 1419359 17600 17613 0 0 585216 788257 0 0 45309 451545 646340 1054361 1452210 796951 -32851 4786266 4808875 30497 149623 4755769 4659252 X TO ADVANCE MENTAL HEALTH THROUGH ADVOCACY, EDUCATION, RESEARCH AND STAKEHOLDER ENGAGEMENT. 0 0 518084 17613 16140 ASSISTING AND PARTNERING WITH THE DEPARTMENT OF MENTAL HEALTH TO DISSEMINATE KNOWLEDGE AND IMPROVE SERVICE DELIVERY BY COORDINATING CONFERENCES AND TRAINING EVENTS. PERFORM RESEARCH AND ANALYSIS TO INFORM POLICY AND PROGRAM DEVELOPMENT FOCUSED ON ELIMINATING DISCRIMINATION AND IMPROVING ACCESS TO EFFECTIVE EVIDENCE-BASED TREATMENT, WHILE ADVANCING PREVENTION AND EARLY INTERVENTION SOLUTIONS. 633264 ASSISTING INDIVIDUALS AND FAMILIES WITH, OR AT RISK FOR, MENTAL HEALTH CONDITIONS IN IDENTIFYING AND ACCESSING EFFECTIVE TREATMENT, HOUSING, AND LEGAL SERVICES TO ADDRESS DISCRIMINATION AND PARITY ISSUES AS WELL AS SOCIAL SERVICES AND SUPPORTS. THIS IS ACCOMPLISHED BY PROVIDING AN ONLINE DATA-BASE RESOURCE AS WELL AS PROVIDING DIRECT INFORMATION AND REFERRAL SERVICES TO INDIVIDUALS WHO CALL MAMH FOR ASSISTANCE. 144581 RESEARCH, REPORT WRITING AND EDUCATIONAL OUTREACH ON BEST PRACTICES AND POLICY TOPICS FUNDED BY FOUNDATION AND GOVERNMENT GRANTS INCLUDING ON OLDER ADULTS AND BEHAVIORAL HEALTH; THE CHILDREN'S URGENT CARE SYSTEM; THE INTERSECTION OF BEHAVIORAL HEALTH AND CRIMINAL JUSTICE; AND TRAUMA-INFORMED CARE. ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. 1295929 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 14 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X DANNA MAUCH PHD 6177427452 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 LIST AVAILABLE UPON REQUEST DIRECTOR (65) 1.00 X 0 0 0 DANNA MAUCH PHD PRESIDENT & CEO 50.00 X 180100 0 58667 BARRY B WHITE BOARD CHAIR 1.00 X X 0 0 0 JAMES T BRETT EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 PA CERUNDOLO EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 JOSEPH D FEASTER JR EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 PAUL GUZZI EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 TERESA KINSELLA EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MAUREEN POMPEO EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 THALEIA SCHLESINGER EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 SUSAN TRACY EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 PETER SCANLON EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 JESSICA LAROCHELLE DIRECTOR OF GOVERNMENT AFFAIRS 40.00 X 108000 0 4567 LOUISE POVALL DIRECTOR OF ADMINISTRATION & FINANCE 40.00 X 124000 0 19370 412100 0 82604 3 0 1 0 0 10000 231717 541214 431277 1214208 CONTRACTED SERVICES 900099 16140 16140 16140 119133 119133 392833 322955 69878 69878 69878 86865 231717 86865 0 1419359 16140 0 189011 X 17613 17613 224767 202290 14226 8251 467890 421101 28073 18716 25180 22662 2518 18827 16944 1130 753 51593 46433 3096 2064 2924 2924 24411 24411 14511 14511 150203 150203 47926 36427 2813 8686 106166 95549 6370 4247 22999 20699 1380 920 118244 118244 8196 8196 4956 4461 297 198 NETWORK OF CARE WEBSITE 68000 68000 REPAIRS & MAINTENANCE 28813 25931 1729 1153 AMORTIZATION EXPENSE 23552 23552 AUTOMOBILE EXPENSE 12515 11264 1251 12924 11632 971 321 1452210 1295929 110972 45309 387256 219468 462660 409682 355465 453863 281890 23640 20129 139196 94093 59807 37111 34286 103755 3223135 3217917 188448 18620 18620 4786266 4808875 30097 149623 400 0 30497 149623 X 3814896 4085379 673000 306000 267873 267873 4755769 4659252 4786266 4808875 -32851 -63666 0 X 0 1 X 0 0 X 421502 394364 540978 419305 457417 2233566 421502 394364 540978 419305 457417 2233566 2233566 23734 75391 72401 104319 119133 394978 2628544 1760537 0.84970 0.88130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267873 267873 267873 267873 267873 267873 267873 267873 267873 267873 1.00000 0 0 94093 59807 34286 34286 AMERICAN NEW PERSPECTIVE FUND 182900 F CALAMOS PHINEUS LONG/SHORT 98028 F CERTIFICATES OF DEPOSIT 394725 F CLEARBRIDGE AGGRESSIVE GROWTH 113459 F ENDOWMENT CASH 17509 C EV FLOATING RATE I 280366 F EV MULTISECTOR INC. 122063 F INVESCO OPP STLPTH MLP SEL40 C (MLPEX) 146540 F I SHARE RUSSELL 2000 119518 F ISHARES INDIA 59505 F ISHARES MSCI EMERGING MARKETS 87966 F LOOMIS SAYLES BOND FUND 180824 F BLACKROCK ENHANCED EQUITY DIVI 5162 F NUVEEN SANTA BARBARA 101632 F PIMCO INCOME P 97339 F PRINCIPAL GLOBAL DIVERSIFIED INC FD 127238 F PUTNAM DIVERSIFIED INC TR 171678 F PUTNAM MULTI CAP CORE Y 159229 F T.ROWE PRICE 190864 F VANGUARD FSTE EUROPE ETF 47214 F WISDOMTREE 36394 F INVESCO QQQ TRUST, SERIES 1 74696 F LORD ABBETT ULTRA SHORT BD A 211502 F LORD ABBETT ULTRA SHORT BD F 191566 F 3217917 X 1341182 -63666 -63666 1404848 14511 14511 1419359 1437699 0 1437699 14511 14511 1452210 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO ASSIST THE ASSOCIATION IN FURTHERING ITS MISSION TO INCREASE KNOWLEDGE ABOUT MENTAL HEALTH CONDITIONS AND PROMOTE WELL BEING THROUGH PREVENTIVE SERVICES AND PROGRAMS ABOUT MENTAL HEALTH DIRECTED AT CHILDREN AND ADOLESCENTS. PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOMES TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ASSOCIATION IS, HOWEVER, SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. THE ASSOCIATION HAD NO UNRELATED BUSINESS INCOME DURING THE YEAR ENDED JUNE 30, 2019. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN RGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ASSOCIATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS AND ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF ANY, WOULD BE CLASSIFIED AS INTEREST EXPENSE AND ADDITIONAL INCOME TAXES, RESPECTIVELY IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THE ASSOCIATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2019. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS PENDING OR IN PROGRESS. ANNUAL EVENT: FRIEND & LEADER 318582 231717 86865 36387 50478 318582 231717 86865 36387 50478 86865 0 X X 0 0 0 0 0 0 0 1 0 DANNA MAUCH PHD PRESIDENT & CEO 180100 0 0 0 0 0 39720 0 18947 0 238767 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF KEY EMPLOYEES AND OFFICERS. UPON REVIEW, THE BOARD OF DIRECTORS MAY GRANT A COMPENSATION ADJUSTMENT AND/OR AN ANNUAL BONUS. JULIE POVALL SISTER OF LOUISE POVALL - DIRECTOR OF ADMINISTRATION & FINANCE 7980 PART TIME CONSULTANT FOR ADMINISTRATIVE AND FUNDRAISING SUPPORT 0 ROBERT FLEISCHNER BOARD MEMBER 5728 SUBJECT MATTER EXPERT WHO REPRESENTED MAMH AT A NUMBER OF MEETINGS ON CRIMINAL JUSTICE ISSUES 0 FOLEY HOAG AND ELIOT BOARD MEMBER THOMAS BARKER IS PARTNER 7803 GENERAL LEGAL ADVICE ON CORPORATE MATTERS 0 THALEIA SCHLESINGER BOARD MEMBER 2500 WORKED WITH PRESIDENT ON EVENT PLANNING AND THE PROGRAM FOR THE ANNUAL FUNDRAISING DINNER 0 OLALEYE COMMUNICATIONS INC BOARD MEMBER REGGIE JACKSON IS PRINCIPLE 450 PHOTOGRAPHER FOR DMH MOULTON SYMPOSIUM 0 LINE 19 MAMH IS SUBJECT TO PUBLIC FILINGS. MAMH PRESENTS FINANCIAL STATEMENTS, AUDITS AND POLICIES AT PUBLIC BOARD MEETINGS. ALL DOCUMENTS ARE AVAILABLE IN OUR FILES FOR SHARING PURSUANT TO PUBLIC REQUESTS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF ALL TAX RETURNS ARE SUBMITTED TO THE GOVERNING BODY OF THE ASSOCIATION FOR APPROVAL BEFORE FILED. THE DOCUMENT IS PREPARED WITH MATERIAL FROM THE PRESIDENT/CEO AND BOOKKEPER. AFTER MARCUM COMPLETES THE FILING DOCUMENTS, IT WILL BE REVIEWED WITH THE TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT/CEO REVIEWS ALL POLICY AND BUDGET ISSUES THAT MIGHT POSE CONFLICTS WITH BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO PROVIDED THE EXECUTIVE COMMITTEE WITH COMPARABLE SALARY/COMPENSATION FOR SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 BY REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 150,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,203.