MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS (EIN 46-3992618)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349312149
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:15:26-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Front St Suite 200 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463992618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWS MENTAL HEALTH POLICY INSTITUTE | BusinessNameLine1Txt |
| Business Name Line2 | FOR TEXAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEAD | BusinessNameControlTxt |
| Phone | 2146148225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KELLER | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carroll Elizabeth Arnott | PreparerPersonNm |
| PTIN | P01965628 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ANDREW KELLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,934,052 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mmhpi.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Independent and nonpartisan, the Meadows Mental Health Policy Institute works at the intersection of policy and programs to create equitable systemic changes so all people in Texas, the nation, and the world can obtain the health care they need. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 182 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $364,867 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $223,343 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,152,249 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,709,886 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,208,527 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,889,122 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $677,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,842 | PYOtherRevenueAmt |
| CY Other Revenue | $6,880 | CYOtherRevenueAmt |
| PY Total Revenue | $27,529,551 | PYTotalRevenueAmt |
| CY Total Revenue | $41,283,634 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $651,633 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,783,218 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,690,119 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,853,749 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $895,058 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,814,904 | PYOtherExpensesAmt |
| CY Other Expenses | $10,143,138 | CYOtherExpensesAmt |
| PY Total Expenses | $30,156,656 | PYTotalExpensesAmt |
| CY Total Expenses | $37,780,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,627,105 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,503,529 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,353,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,510,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,375,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,593,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,978,114 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,917,661 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Independent and nonpartisan, the Meadows Mental Health Policy Institute works at the intersection of policy and programs to create equitable systemic changes so all people in Texas, the nation, and the world can obtain the health care they need. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,916,796 | ExpenseAmt |
| Grant | $1,832,824 | GrantAmt |
| Revenue | $4,889,122 | RevenueAmt |
| Desc | General Mental Health:The Meadows Institute is dedicated to advancing mental health systems and support across Texas, with a focus on community-centered, proactive care. Leading this effort is The Hackett Center for Mental Health, which serves the unique needs of Greater Houston and the Texas Gulf Coast. Through its Putting Policy into Practice initiative, The Hackett Center provides technical support, partners with local health leaders, and promotes evidence-based care to enhance mental health services in Houston. Programs like Brain Builders offer resilience-building support for mothers and children, while community engagement shapes research and policy to reflect local needs.The Trauma and Grief (TAG) Center, based at The Hackett Center, focuses on raising the standard of care for traumatized or bereaved children and families. Through research, training, and policy advocacy, the TAG Center promotes evidence-based interventions that help youth adapt positively to trauma and loss, ensuring that those in need receive compassionate, effective care.Together, The Meadows Institute, The Hackett Center, and TAG work to transform mental health systems, moving from reactive crisis response to proactive, coordinated care. By engaging communities, leveraging data, and fostering local partnerships, we create a sustainable mental health network that improves quality of life and outcomes across Texas. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,771,560 | ExpenseAmt |
| Grant | $250,300 | GrantAmt |
| Desc | Children, Youth & Families:The Meadows Institute focuses on expanding mental health support for children and youth, recognizing that early intervention can significantly improve outcomes. By enhancing access to mental health care in primary and community settings, children can receive effective treatment early, reducing the need for intensive care and optimizing resources. The Institute also collaborates with schools, child welfare, and juvenile justice systems to ensure that children with intensive needs receive specialized support. By bringing together families, communities, and providers, the Institute aims to build a comprehensive support network that enables Texas children and youth to receive the mental health care they need, close to home. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,048,412 | ExpenseAmt |
| Grant | $700,094 | GrantAmt |
| Desc | Justice: The Meadows Institute is committed to transforming Texass approach to mental health crises within the justice system. Through smart justice initiatives, we help communities implement programs that divert individuals with mental health needs away from jails and emergency rooms and into appropriate care. Programs like South Dallass RIGHT Care model involve coordinated crisis response teams to reduce unnecessary arrests, guiding individuals to mental health resources while alleviating demands on emergency services.We also collaborate with the judicial system to improve mental health responsiveness, supporting the creation of structures like the Judicial Commission on Mental Health. Additionally, by enhancing training for police and first responders, we ensure they are equipped to manage mental health crises effectively and connect individuals with the care they need. Our work aims to create a more compassionate and effective justice system for Texans living with mental illness. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,736,768 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 182 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KELLER | PersonNm |
| Phone | 2146148225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ANDREW KELLER | |||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $812,301 | $0 | $64,568 | |
| QUIANTA MOORE | |||||||
| EXEC VP/EXEC DIR HACKETT CTR | 40.00 | 0.00 | $518,065 | $0 | $53,746 | ||
| MELISSA INGALLS-ROWAN | |||||||
| CHIEF OPERATIONS OFFICER | 40.00 | 0.00 | $461,176 | $0 | $55,730 | ||
| MICHELLE HARPER | |||||||
| EXEC VP/EXEC DIR CHILD & FAM | 40.00 | 0.00 | $403,991 | $0 | $56,160 | ||
| ROSHNI KOLI | |||||||
| CHIEF MEDICAL OFFICER | 32.00 | 0.00 | $377,430 | $0 | $56,879 | ||
| YOLANDA LEWIS | |||||||
| EXEC VP, JUSTICE & HEALTH | 40.00 | 0.00 | $381,209 | $0 | $33,275 | ||
| ANTONIO FABELO | |||||||
| SR FELLOW, JUSTICE | 40.00 | 0.00 | $362,310 | $0 | $21,515 | ||
| JOHN SNOOK | |||||||
| CHIEF POLICY OFFICER | 40.00 | 0.00 | $303,238 | $0 | $60,789 | ||
| KACIE KELLY | |||||||
| CHIEF INNOVATION OFFICER | 40.00 | 0.00 | $319,228 | $0 | $41,713 | ||
| REBECCA D BRUNE | |||||||
| CHIEF STRATEGY OFFICER | 40.00 | 0.00 | $305,785 | $0 | $43,504 | ||
| JULIE KAPLOW | |||||||
| EXEC VP, TRAUMA & GRIEF | 30.00 | 0.00 | $306,615 | $0 | $42,663 | ||
| GARY BLAU | |||||||
| SR FEL/EXEC DIR EM | 30.00 | 0.00 | $284,497 | $0 | $40,554 | ||
| HANI TALEBI | |||||||
| CHF CLINICAL OFFCR | 40.00 | 0.00 | $262,980 | $0 | $51,582 | ||
| EMILY CHURCH | |||||||
| CHIEF IMPACT OFFICER | 40.00 | 0.00 | $268,963 | $0 | $35,310 | ||
| JEFFERY SPIVEY | |||||||
| EXEC DIR, CPI | 40.00 | 0.00 | $253,534 | $0 | $38,334 | ||
| BENNIE JO WAGNER | |||||||
| SVP HLTH & PUBSFTY | 40.00 | 0.00 | $247,300 | $0 | $42,699 | ||
| COBY CHASE | |||||||
| CHIEF COMMUNICATIONS OFFICER | 20.00 | 0.00 | $200,454 | $0 | $8,966 | ||
| PHILLIP RITTER | |||||||
| SR FELLOW, FORMER COO | 40.00 | 0.00 | $118,533 | $0 | $22,027 | ||
| WILLIAM SCHNAPP | |||||||
| SR FELLOW, FORMER SR DIR | 20.00 | 0.00 | $108,200 | $0 | $5,292 | ||
| WILLIAM T SOLOMON JR | |||||||
| VP OF FINANCE | 17.00 | 0.00 | Yes (X) | $104,570 | $0 | $7,591 | |
| LINDA PERRYMAN EVANS | |||||||
| Chair (JAN-OCT) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALBERT HAWKINS | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN OPPERMAN | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHARON BUTTERWORTH | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NADINE CRADDICK | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH MCINGVALE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MAUREEN HACKETT | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HENRY HARBIN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ADRIENNE KENNEDY | |||||||
| CHAIR ELECT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATSY WOODS MARTIN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HENRY GALLARDO | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LYNDON OLSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HARRIET O'NEILL | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KIM PHELAN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RENEE RODRIGUEZ-BETANCOURT | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA ROSENBERG | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KARL RATHJEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALTHA STEWART | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LAURA STREET | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ELAM SWANN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF WILSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NANCY WOODMAN | |||||||
| CHAIR (OCT-DEC) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN ZERWAS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STACY HUNT SPIER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LISA ROSENBLOOM | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHASE UNTERMEYER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,400,379 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $782,897 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CASTLE COMMUNICATIONS | |||||
| 823 CONGRESS SUITE 620 | AUSTIN | TX | 78701 | consulting | $425,767 |
| TRAUMA AND GRIEF SUPPORT SERVICES PLLC | |||||
| 4235 SWARTHMORE STREET | HOUSTON | TX | 77005 | program support | $889,723 |
| THE BRIDGESPAN GROUP INC | |||||
| 287 COLUMBUS AVENUE FL4 | BOSTON | MA | 02116 | STRATEGIC CONSULTING | $527,201 |
| TRIWEST GROUP LLC | |||||
| 4450 ARAPAHOE AVE STE 100 | BOULDER | CO | 80303 | CONSULTING | $386,441 |
| IHEARTMEDIA ENTERTAINMENT INC | |||||
| 5180 GOLDEN FOOTHILL PKWY120 | EL DORADO HILLS | CA | 95762 | MARKETING | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,516,864 | GovernmentGrantsAmt |
| All Other Contributions | $32,193,022 | AllOtherContributionsAmt |
| Noncash Contributions | $1,049,467 | NoncashContributionsAmt |
| Total Contributions | $35,709,886 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE CONTRACTS | Desc |
| Business | 923120 | BusinessCd |
| Total Revenue Column | $4,889,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,524,255 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $364,867 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,889,122 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $486,747 | TotalRevenueColumnAmt |
| Exclusion | $486,747 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,836,440 | SecuritiesAmt |
| Other | $4,977 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,646,515 | SecuritiesAmt |
| Other | $3,903 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189,925 | SecuritiesAmt |
| Other | $1,074 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,999 | TotalRevenueColumnAmt |
| Exclusion | $190,999 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,880 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,880 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,283,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,531,135 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $364,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $677,746 | 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 | $2,783,218 | TotalAmt |
| Program Services | $2,783,218 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,178,412 | TotalAmt |
| Program Services | $4,971,276 | ProgramServicesAmt |
| Management And General | $103,568 | ManagementAndGeneralAmt |
| Fundraising | $103,568 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,353,450 | TotalAmt |
| Program Services | $13,531,438 | ProgramServicesAmt |
| Management And General | $1,313,631 | ManagementAndGeneralAmt |
| Fundraising | $508,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,644 | TotalAmt |
| Program Services | $715,087 | ProgramServicesAmt |
| Management And General | $73,742 | ManagementAndGeneralAmt |
| Fundraising | $27,815 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272,982 | TotalAmt |
| Program Services | $2,036,563 | ProgramServicesAmt |
| Management And General | $167,705 | ManagementAndGeneralAmt |
| Fundraising | $68,714 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,261 | TotalAmt |
| Program Services | $1,109,035 | ProgramServicesAmt |
| Management And General | $86,258 | ManagementAndGeneralAmt |
| Fundraising | $36,968 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,986 | TotalAmt |
| Program Services | $22,680 | ProgramServicesAmt |
| Management And General | $420,306 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,775 | TotalAmt |
| Management And General | $85,775 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,100 | TotalAmt |
| Program Services | $229,100 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,587 | TotalAmt |
| Management And General | $30,587 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,369,525 | TotalAmt |
| Program Services | $5,989,894 | ProgramServicesAmt |
| Management And General | $300,699 | ManagementAndGeneralAmt |
| Fundraising | $78,932 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,994 | TotalAmt |
| Program Services | $229,495 | ProgramServicesAmt |
| Management And General | $17,850 | ManagementAndGeneralAmt |
| Fundraising | $7,649 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,554 | TotalAmt |
| Program Services | $46,813 | ProgramServicesAmt |
| Management And General | $76,741 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,908 | TotalAmt |
| Program Services | $538,186 | ProgramServicesAmt |
| Management And General | $77,055 | ManagementAndGeneralAmt |
| Fundraising | $16,667 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,883 | TotalAmt |
| Program Services | $2,394 | ProgramServicesAmt |
| Management And General | $46,489 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,412,105 | TotalAmt |
| Program Services | $1,279,197 | ProgramServicesAmt |
| Management And General | $93,036 | ManagementAndGeneralAmt |
| Fundraising | $39,872 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,059 | TotalAmt |
| Program Services | $94,553 | ProgramServicesAmt |
| Management And General | $7,354 | ManagementAndGeneralAmt |
| Fundraising | $3,152 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,591 | TotalAmt |
| Management And General | $52,591 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,348 | TotalAmt |
| Program Services | $57,674 | ProgramServicesAmt |
| Management And General | $57,674 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,762 | TotalAmt |
| Management And General | $86,762 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $111,416 | $100,165 | $7,911 | $3,340 |
| UBI TAXES | $42,545 | $42,545 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,780,105 | TotalAmt |
| Program Services | $33,736,768 | ProgramServicesAmt |
| Management And General | $3,148,279 | ManagementAndGeneralAmt |
| Fundraising | $895,058 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,230 | BOYAmt |
| EOY | $1,252,121 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,752,453 | BOYAmt |
| EOY | $3,489,914 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,134 | BOYAmt |
| EOY | $13,340,629 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,389,815 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,308 | BOYAmt |
| EOY | $100,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $604,247 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $464,788 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,126 | BOYAmt |
| EOY | $139,459 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,981,191 | BOYAmt |
| EOY | $13,092,872 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,506 | BOYAmt |
| EOY | $94,888 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,353,763 | BOYAmt |
| EOY | $31,510,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,032 | BOYAmt |
| EOY | $1,444,331 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,143 | BOYAmt |
| EOY | $964,548 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,997,849 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,090,010 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,474 | BOYAmt |
| EOY | $96,316 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,649 | BOYAmt |
| EOY | $6,593,054 | 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 | $924,027 | BOYAmt |
| EOY | -$3,381,812 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,054,087 | BOYAmt |
| EOY | $28,299,473 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,978,114 | BOYAmt |
| EOY | $24,917,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,353,763 | BOYAmt |
| EOY | $31,510,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,503,529 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,319,762 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$817,173 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$66,571 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,858,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,991,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,186,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,152,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,709,886 | CurrentTaxYearAmt |
| Total | $87,898,068 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,858,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,991,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,186,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,152,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,709,886 | CurrentTaxYearAmt |
| Total | $87,898,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,437,387 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,460,681 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $365,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $486,747 | CurrentTaxYearAmt |
| Total | $1,387,222 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $218,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,343 | CurrentTaxYearAmt |
| Total | $635,125 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,880 | CurrentTaxYearAmt |
| Total | $10,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,931,137 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,389,952 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68090 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $293,211 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $293,211 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,315,783 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,608,994 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $910,973 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,910,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,866,460 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $491,757 | CurrentYearMinus3Amt |
| Current Year Minus2 | $705,028 | CurrentYearMinus2Amt |
| Current Year Minus1 | $999,058 | CurrentYearMinus1Amt |
| Current Year | $293,211 | CurrentYearAmt |
| Total | $2,489,054 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $227,743 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $977,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,466,615 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,786,163 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,871,734 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $652,759 | OtherExpendituresAmt |
| End Year Balance | $16,005,138 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,977,643 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,453,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $737,766 | OtherExpendituresAmt |
| End Year Balance | $14,786,163 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,680,279 | BeginningYearBalanceAmt |
| Contributions | $1,312,788 | ContributionsAmt |
| Investment Earnings Or Losses | $1,815,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $803,852 | OtherExpendituresAmt |
| Administrative Expenses | $27,402 | AdministrativeExpensesAmt |
| End Year Balance | $17,977,643 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,025,000 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $440,386 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $285,107 | OtherExpendituresAmt |
| End Year Balance | $15,680,279 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,025,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,025,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,339 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,339 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $563,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $424,449 | DepreciationAmt |
| Book Value | $139,459 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $139,459 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $96,316 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,316 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,598,065 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,319,762 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,256 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,345,018 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,253,047 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,587 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,587 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,283,634 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,841,345 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,256 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $66,571 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $91,827 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,749,518 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,587 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,587 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,780,105 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | AS OF DECEMBER 31, 2023, THE INSTITUTE HAS THREE DONOR-RESTRICTED ENDOWMENT FUNDS: THE STUDENT AND INTERNS ENDOWMENT FUND, WHICH PROVIDES FUNDING TO SUPPORT THE WORK OF STUDENTS AND INTERNS ENGAGED BY THE INSTITUTE; THE HACKETT CENTER ENDOWMENT FUND WHICH PROVIDES FUNDING TO SUPPORT THE OPERATIONS OF THE HACKETT CENTER FOR MENTAL HEALTH IN HOUSTON, TEXAS; AND THE LINDA PERRYMAN EVANS PRESIDENTIAL CHAIR ENDOWMENT FUND, WHICH PROVIDES FUNDING TO ENSURE THE LEADERSHIP OF THE INSTITUTE AND CARRY OUT POLICY INITIATIVES. THE INSTITUTE'S ENDOWMENT FUNDS ARE RESTRICTED TO INVESTMENT IN PERPETUITY, THE INCOME FROM WHICH IS AVAILABLE TO SUPPORT THE PROGRAMS IDENTIFIED BY THE DONORS. FOR THE LINDA PERRYMAN EVANS PRESIDENTIAL CHAIR ENDOWMENT FUND AND THE STUDENTS AND INTERNS ENDOWMENT FUND, ANY EARNINGS MAY BE APPROPRIATED TO SUPPORT THE DESIGNATED PURPOSE. ALL NET EARNINGS ON THE HACKETT CENTER ENDOWMENT FUND ARE AVAILABLE FOR APPROPRIATION, WITH A MINIMUM OF 70% REQUIRED TO BE USED TO SUPPORT THE HACKETT CENTER STAFF AND ITS DEFINED PROGRAM OF WORK IN THE HOUSTON REGION. THE INSTITUTE IS PERMITTED BY THE GIFT INSTRUMENT WITH THE DONORS TO APPROPRIATE ANY REMAINING NET EARNINGS FORM THE HACKETT CENTER ENDOWMENT FUND TO FUND STATEWIDE POLICY AND PROGRAM ACTIVITIES AND OVERHEAD EXPENSES OF THE INSTITUTE. |
| Part X : FIN48 Footnote | The Institute is exempt from federal income tax under section 501(c)(3) of the Code and has not been classified as a private foundation as defined in the Code. Income generated from activities unrelated to the Institutes exempt purposes is subject to tax under Code Section 511. The Institute had unrelated business income totaling approximately $364,000 for the year ended December 31, 2023. The Institute has accrued for estimated taxes of approximately $43,000 for the year ended December 31, 2023.The Affiliate is a for-profit corporation and utilizes the asset and liability approach to financial accounting and reporting for income taxes. Deferred income tax assets and liabilities are computed annually for differences between the financial statement and tax bases of assets and liabilities that will result in taxable or deductible amounts in the future based on enacted laws and rates applicable to the period in which the differences are expected to affect taxable income. Valuation allowances are established when necessary to reduce deferred tax assets to the amount expected to be realized. Income tax expense is the payable or refundable for the period plus or minus the change during the period in deferred tax assets and liabilities. The Affiliate did not have financial activity during the year ended December 31, 2023 and accordingly, no income tax effect has been recorded.The Institute's unrelated business income tax returns and the Affiliates federal and state income tax returns are subject to possible examination by the taxing authorities until the expiration of the related statutes of limitations on those tax returns. In general, the federal, state, and unrelated business income tax returns have a three year statute of limitations. GAAP requires the evaluation of tax positions taken in the course of preparing the Institutes tax returns and recognition of a tax liability (or asset) if the Institute has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Institute, and has concluded that as of December 31, 2023, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | BAD DEBT EXPENSE $66571 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACTIVE MINDS | ||||||||
| 2001 S STREET NW 700 | WASHINGTON | DC | 20009 | 200587172 | 501(C)(3) | $50,000 | $0 | POST SECONDARY LEARNING COMMUNITY |
| BAYLOR HEALTHCARE SYS FOUND | ||||||||
| 301 NORTH WASHINGTON AVE | DALLAS | TX | 75246 | 751606705 | 501(C)(3) | $100,000 | $0 | CLOUDBREAK MEASUREMENT BASED CARE |
| CITY OF GALVESTON | ||||||||
| 823 ROSENBERG ST | GALVESTON | TX | 77550 | 746000905 | GOVT. | $440,562 | $0 | MULTI-DISCIPLINARY RESPONSE TEAMS |
| GOOD NATION FOUNDATION | ||||||||
| 100 CROSBY ST 300 | NEW YORK | NY | 10012 | 814768448 | 501(C)(3) | $100,000 | $0 | HEALTH & REENTRY PROJECT |
| HARVARD MEDICAL SCHOOL | ||||||||
| 1635 TREMONT STREET | BOSTON | MA | 02120 | 042103580 | 501(C)(3) | $192,027 | $0 | LONE STAR DEPRESSION CHALLENGE |
| METHODIST HEALTH SYSTEM | ||||||||
| 1441 NORTH BECKLEY AVE | DALLAS | TX | 75203 | 750800661 | 501(C)(3) | $100,000 | $0 | CLOUDBREAK MEASURMENT BASED CARE |
| TARRANT COUNTY HOSPITAL DIST | ||||||||
| 1500 SOUTH MAIN STREET | FORT WORTH | TX | 76104 | 756000439 | 501(C)(3) | $100,000 | $0 | CLOUDBREAK MEASURMENT BASED CARE |
| THE GULF COAST CENTER | ||||||||
| 4444 WEST MAIN ST | LEAGUE CITY | TX | 77573 | 741607987 | 501(C)(3) | $259,532 | $0 | MULTI-DISCIPLINARY RESPONSE TEAMS |
| THE JED FOUNDATION | ||||||||
| 6 EAST 39TH ST 700 | NEW YORK | NY | 10016 | 134131139 | 501(C)(3) | $95,300 | $0 | POST SECONDARY LEARNING COMMUNITY |
| THE STEVE FUND | ||||||||
| PO BOX 9070 | PROVIDENCE | RI | 02940 | 474730275 | 501(C)(3) | $105,000 | $0 | POST SECONDARY LEARNING COMMUNITY |
| THE UNIV OF TEXAS AT AUSTIN | ||||||||
| 1601 TRINITY STREET BLDG B | AUSTIN | TX | 78712 | 746000203 | GOVT. | $256,106 | $0 | LONE STAR DEPRESSION CHALLENGE |
| UT SOUTHWESTERN MED CENTER | ||||||||
| PO BOX 910888 | DALLAS | TX | 75391 | 756002868 | GOVT. | $984,691 | $0 | LONE STAR DEPRESSION CHALLENGE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | All grantees are required to execute an agreement that states the scope of activities and objectives to be accomplished, outlines the expected timeline for performance, defines allowable and prohibited expenditures, and details record keeping and reporting requirements. Grantees are required to submit periodic narrative and financial reports with respect to expenditures of grant funds and progress toward the goals of the grant. A final report detailing how grants goals and outcomes were achieved and a final accounting of all grant funds is also required at the end of the grant period. The organization follows a monitoring plan to ensure that grantees are complying with the grant agreement, that they are using the funds for the intended purpose, following any budget restrictions, and adhering to reporting requirements. Monitoring plans are reviewed with grantees throughout the course of the grant period. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| ANDREW KELLER | ||||||
| President & CEO | $523,251 | $287,250 | $1,800 | $28,818 | $35,750 | $876,869 |
| ANTONIO FABELO | ||||||
| SR FELLOW, JUSTICE | $361,110 | $1,200 | $21,515 | $383,825 | ||
| BENNIE JO WAGNER | ||||||
| SVP HLTH & PUBSFTY | $229,850 | $16,250 | $1,200 | $14,922 | $27,777 | $289,999 |
| COBY CHASE | ||||||
| CHIEF COMMUNICATIONS OFFICER | $199,555 | $899 | $8,622 | $344 | $209,420 | |
| EMILY CHURCH | ||||||
| CHIEF IMPACT OFFICER | $238,813 | $28,950 | $1,200 | $16,615 | $18,695 | $304,273 |
| GARY BLAU | ||||||
| SR FEL/EXEC DIR EM | $269,280 | $13,417 | $1,800 | $17,134 | $23,420 | $325,051 |
| HANI TALEBI | ||||||
| CHF CLINICAL OFFCR | $241,746 | $12,604 | $8,630 | $15,766 | $35,816 | $314,562 |
| JEFFERY SPIVEY | ||||||
| EXEC DIR, CPI | $250,075 | $2,259 | $1,200 | $15,598 | $22,736 | $291,868 |
| JOHN SNOOK | ||||||
| CHIEF POLICY OFFICER | $277,376 | $24,062 | $1,800 | $18,989 | $41,800 | $364,027 |
| JULIE KAPLOW | ||||||
| EXEC VP, TRAUMA & GRIEF | $290,415 | $14,531 | $1,669 | $18,597 | $24,066 | $349,278 |
| KACIE KELLY | ||||||
| CHIEF INNOVATION OFFICER | $289,954 | $19,062 | $10,212 | $18,689 | $23,024 | $360,941 |
| MELISSA INGALLS-ROWAN | ||||||
| CHIEF OPERATIONS OFFICER | $428,376 | $31,000 | $1,800 | $22,527 | $33,203 | $516,906 |
| MICHELLE HARPER | ||||||
| EXEC VP/EXEC DIR CHILD & FAM | $367,265 | $28,267 | $8,459 | $21,957 | $34,203 | $460,151 |
| PHILLIP RITTER | ||||||
| SR FELLOW, FORMER COO | $116,413 | $2,120 | $7,308 | $14,719 | $140,560 | |
| QUIANTA MOORE | ||||||
| EXEC VP/EXEC DIR HACKETT CTR | $481,898 | $34,367 | $1,800 | $23,927 | $29,819 | $571,811 |
| REBECCA D BRUNE | ||||||
| CHIEF STRATEGY OFFICER | $288,527 | $15,223 | $2,035 | $18,715 | $24,789 | $349,289 |
| ROSHNI KOLI | ||||||
| CHIEF MEDICAL OFFICER | $371,543 | $4,687 | $1,200 | $21,843 | $35,036 | $434,309 |
| WILLIAM SCHNAPP | ||||||
| SR FELLOW, FORMER SR DIR | $107,500 | $700 | $5,292 | $113,492 | ||
| YOLANDA LEWIS | ||||||
| EXEC VP, JUSTICE & HEALTH | $356,759 | $22,650 | $1,800 | $21,715 | $11,560 | $414,484 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | THE ORGANIZATION PAYS FOR FIRST OR BUSINESS CLASS TRAVEL FOR MEMBERS OF ITS LEADERSHIP TEAM WHEN SUCH TRAVEL IS APPROPRIATE BASED ON DISTANCE, TRAVEL SCHEDULE, AND/OR THE NEED TO WORK DURING TRAVEL. |
| Part I, Line 7: Non-Fixed payments not listed above | ALL PERSONS LISTED WHO RECEIVED COMPENSATION WERE ELIGIBLE FOR, AND RECEIVED, PERFORMANCE-BASED BONUSES SUBJECT TO A CAP. THE AMOUNT OF THE PRESIDENT/CEO'S BONUS WAS DETERMINED BY THE INSTITUTE'S EXECUTIVE COMMITTEE. THE AMOUNTS OF THE BONUSES OF ALL OTHER LISTED PERSONS WERE DETERMINED BY THE PRESIDENT/CEO. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAUMA GRIEF SUPPORT SV | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | KEY EMPLOYEE | RelationshipDescriptionTxt |
| Transaction | $889,723 | TransactionAmt |
| Transaction | CONSULTING | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | The organization has engaged with an entity owned by a key employee to provide essential clinical mental health services that the organization is unable to provide directly. The transaction was approved by the organizations governing body in accordance with the organizations conflict of interest policy and was determined to be at fair market value and in the best interests of the organization. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,049,467 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | MMHPI receives donated securities through a third party, which in turn sells the securities and converts them to cash proceeds.Part 1, Column B: The amount noted represents the total number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 4 | The organizations bylaws were amended to provide that (1) the office of Chair-Elect is generally elected at least two years prior to succeeding to the office of Chair but may be elected by the Board of Directors at any time, and (2) to be eligible for nomination to the office of Chair-Elect, a candidate must have served for at least one year as a director of the organization. |
| Form 990, Part VI, Section B, Line 11b | AFTER REVIEW BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, TOP FINANCIAL OFFICIAL, AND OUTSIDE TAX COUNSEL, THE FORM 990 IS PRESENTED TO THE ORGANIZATION'S AUDIT & FINANCE COMMITTEE FOR REVIEW AND COMMENT PRIOR TO FILING. |
| Form 990, Part VI, Section B, Line 12c | CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ON AN ANNUAL BASIS. THE COMPLETED FORMS ARE RETURNED TO THE ORGANIZATION AND THE ORGANIZATION AND ITS LEGAL COUNSEL REVIEW THE COMPLETED FORMS TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section B, Line 15a | AN AUTHORIZED BODY OF THE BOARD APPROVES COMPENSATION OF THE CEO AFTER RECEIVING COMPARABILITY DATA AND OTHER INFORMATION FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS THE DELIBERATION AND DECISION OF THE AUTHORIZED BODY.PART VI, LINE 15B: THE CEO APPROVES THE COMPENSATION OF THE ORGANIZATIONS OTHER OFFICERS AND KEY EMPLOYEES BASED ON COMPARABILITY DATA AND RECOMMENDATIONS FROM AN OUTSIDE COMPENSATION CONSULTANT. |
| Form 990, Part VI, Section B, Line 15b | THE CEO APPROVES THE COMPENSATION OF THE ORGANIZATIONS OTHER OFFICERS AND KEY EMPLOYEES BASED ON COMPARABILITY DATA AND RECOMMENDATIONS FROM AN OUTSIDE COMPENSATION CONSULTANT. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 9 | BAD DEBT EXPENSE = -$66571 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMHPI HOLDINGS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 SWISS AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOWS MENTAL HLTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $100 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $100 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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