2019-05-15T13:17:04-05:00 2018-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2017-07-01 042104711 THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC MASS 6177427452 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 DANNA MAUCH PRESIDENT & CEO 6177427452 2019-05-13 1 DOUGLAS FARRINGTON P00370668 6178075000 2019-05-13 47.19.127.190 2019-05-13 15:22:41 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5646463611682D9FF634D53B57C349B9DAC2909E 2017 2019-02-21 02:37:17Z DANNA MAUCH 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 2309351 0 X WWW.MAMH.ORG X 1913 MA TO PROVIDE SUPPORT AND ASSISTANCE TO INDIVIDUALS WITH MENTAL ILLNESS & EMOTIONAL DISORDERS. 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 ILLNESSES OR EMOTIONAL DISORDERS. ITS GOAL IS TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTH LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. 82 81 5 25 0 3485 1006473 1661854 48643 16140 112818 173318 0 0 1167934 1851312 10890 17600 0 0 417071 585216 0 0 27985 390935 451545 818896 1054361 349038 796951 4013618 4786266 47662 30497 3965956 4755769 X TO ADVANCE MENTAL HEALTH AND WELL BEING BY PROMOTING PREVENTION, EARLY INTERVENTION, AND EFFECTIVE TREATMENT AND RESEARCH TO ADDRESS SOCIAL, EMOTIONAL AND MENTAL HEALTH CHALLENGES. TO ELIMINATE STIGMA AND DISCRIMINATION AND IMPROVE ACCESS TO CARE. 0 0 618755 17600 16140 ASSISTING THE MASSACHUSETTS DEPARTMENT OF MENTAL HEALTH - DISSEMINATION OF SCIENTIFIC KNOWLEDGE TO PROMOTE UNDERSTANDING AND IMPROVE PRACTICE SUPPORT TO DEPARTMENT OF MENTAL HEALTH IN POLICY, PROGRAM AND TRAINING. PRESENTATIONS AND STAKEHOLDER EVENTS ON SYSTEM REFORM THROUGH CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINICS. 171348 ASSISTING INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESSES IN ACCESSING SERVICES INCLUDING HOUSING, TREATMENT, FEDERAL AND STATE ENTITLEMENTS, INSURANCE, DAY TREATMENT, EDUCATION AND EMPLOYMENT. 76154 EDUCATIONAL OUTREACH, INCLUDING THE DISSEMINATION OF SCIENCE BASED INFORMATION ON MENTAL ILLNESSES UNDER THE NIMH OUTREACH PARTNERSHIP PROGRAM, AND ASSISTANCE IN THE ORGANIZATION AND PRESENTATION OF EDUCATIONAL FORUMS ON MENTAL ILLNESS AND RELATED ISSUES. 85674 ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. 85674 951931 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 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 18 0 1 5 1 1 1 0 0 0 0 1 1 0 0 0 0 X 82 81 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 (25) 1.00 X 0 0 0 DANNA MAUCH PHD PRESIDENT & CEO 50.00 X 198600 0 17141 198600 0 17141 1 0 1 0 0 10649 25153 337962 526800 761290 1661854 CONTRACTED SERVICES 900099 16140 16140 16140 104319 104319 477531 408532 68999 68999 68999 49507 337962 49507 0 1851312 16140 0 173318 X 17600 17600 198600 178741 11915 7944 276369 248733 16581 11055 49720 44748 4972 24260 21834 1456 970 36267 32640 2176 1451 19467 19467 169812 169812 25409 22869 1599 941 104581 94122 6275 4184 28309 25478 1699 1132 81180 81180 7456 7456 4422 3980 265 177 MISCELLANEOUS 4785 4306 348 131 SPECIAL EVENTS 3760 3760 0 0 MEMBERSHIP DUES 2364 2128 236 0 1054361 951931 74445 27985 322474 387256 438704 462660 355465 215846 281890 15084 20129 88722 51611 37911 37111 2964979 3223135 18620 18620 4013618 4786266 47262 30097 400 400 47662 30497 X 3697083 3814896 1000 673000 267873 267873 3965956 4755769 4013618 4786266 796951 -7138 0 X 0 1 X 0 0 X 452022 421502 394364 540978 419305 2228171 452022 421502 394364 540978 419305 2228171 2228171 24196 23734 75391 72401 104319 300041 2528212 1791705 0.88130 0.90720 X 267873 267873 267873 267873 267873 267873 267873 267873 267873 267873 1.00000 0 0 88722 51611 37111 37111 CERTIFICATES OF DEPOSIT 484284 F AMERICAN NEW PERSPECTIVE FUND 216035 F LOOMIS SAYLES BOND FUND 177468 F PRINCIPAL GLOBAL DIVERSIFIED INC FD 126396 F NUVEEN SANTA BARBARA 113102 F PIMCO INCOME P 96295 F T.ROWE PRICE 228107 F PUTNAM DIVERSIFIED INC TR 174203 F CLEARBRIDGE AGGRESSIVE GROWTH 143747 F EV FLOATING RATE I 265195 F PUTNAM MULTI CAP CORE Y 187456 F OPI STEELPATH 142100 F POWERSHARES QQQ 102990 F WISDOMTREE 69454 F EV MULTISECTOR INC. 122772 F ASIA PACIFIC FD INC. 4775 F MORGAN STANLEY CASH 29879 F I SHARE RUSSELL 2000 218633 F ISHARES MSCI EMERGING MARKETS 99659 F ISHARES INDIA 61583 F CALAMOS PHINEUS LONG/SHORT 98662 F VANGUARD FSTE EUROPE ETF 60340 F 3223135 DEFERRED INCOME 400 400 X 1893681 -7138 49507 42369 1851312 0 1851312 1103868 49507 49507 1054361 0 1054361 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO ASSIST THE ASSOCIATION IN FURTHERING ITS MISSION TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND PROMOTE HEALTHY LIFE STYLES AND BEHAVIOR 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, 2018. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION 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, 2018. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 49,507. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 49,507. ANNUAL EVENT: FRIEND & LEADER 387469 337962 49507 49507 387469 337962 49507 49507 49507 0 X X 0 0 0 0 0 0 0 1 0 DANNA MAUCH PHD PRESIDENT & CEO 198600 0 0 0 0 0 0 0 17141 0 215741 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 22020 PART TIME CONSULTANT FOR ADMINISTRATIVE AND FUNDRAISING SUPPORT 0 ROBERT FLEISCHNER BOARD MEMBER 6125 SUBJECT MATTER EXPECT WHO WROTE A NUMBER OF BRIEF WHITE PAPERS FOR MAMH'S NEW WEBSITE 0 FOLEY HOAG AND ELIOT BOARD MEMBER THOMAS BARKER IS PARTNER 2411 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 8400 ARTWORK FOR OFFICE, ORIGINAL PHOTOGRAPHS MATTED AND FRAMED DEPICTING MAMH ACTIVITIES IN THE COMMUNITY 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 169,812. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,812.