2015-05-13T15:18:52-05:00 2014-06-30 231709427 BERTZ HESS & CO LLP 36 E KING ST LANCASTER PA 17602 990 2013-07-01 231571789 MENTAL HEALTH AMERICA OF LANC COUNTY MENT 7173977461 630 JANET AVENUE LANCASTER PA 17601 MARY STEFFY INTERIM EXECUTIVE DIRECTOR 7173977461 2015-05-07 1 LAURA A BENDER CPA P01207333 7173930767 2013 2016-02-25 16:41:14Z MARY STEFFY 630 JANET AVENUE LANCASTER PA 17601 643495 0 X WWW.MHALANCASTER.ORG X 1956 PA TO PROMOTE MENTAL HEALTH, PREVENT MENTAL ILLNESS AND CONTRIBUTE TO THE QUALITY OF LIFE OF PERSONS SUFFERING FROM MENTAL AND EMOTIONAL PROBLEMS. 18 18 8 180 0 0 322400 384029 2684 50 13445 33496 36235 66811 374764 484386 0 0 0 0 205647 234254 0 0 46258 100334 202186 305981 436440 68783 47946 707671 841572 21471 78323 686200 763249 TO PROMOTE MENTAL HEALTH, PREVENT MENTAL ILLNESS AND CONTRIBUTE TO THE QUALITY OF LIFE OF PERSONS SUFFERING FROM MENTAL AND EMOTIONAL PROBLEMS. 0 0 162833 18340 CLIENT SERVICES - MONITORING MENTAL HEALTH SERVICES IN LANCASTER COUNTY THROUGH BOARD AND STAFF REPRESENTATION IN LOCAL ORGANIZATIONS ENABLING MENTAL HEALTH AMERICA OF LANCASTER COUNTY TO IDENTIFY GAPS IN SERVICES THEY ARE RECEIVING. OUR PEER EDUCATOR HELPS EDUCATE ON REALITIES OF MENTAL ILLNESS AND RECOVERY IN INDIVIDUAL AND/OR GROUP SETTINGS. ALPHA CLUBS ARE SOCIAL CLUBS FOR PERSONS WHO HAVE OR ARE RECEIVING PROFESSIONAL HELP WITH MENTAL/EMOTIONAL PROBLEMS. MENTAL HEALTH AMERICA OF LANCASTER COUNTY PROVIDES INFORMATION AND REFERRALS REGARDING MENTAL ILLNESSES, SERVICES AND/OR ISSUES. OUR CLIENT FAMILY ADVOCATE OVERSEES ALL THE SUPPORT GROUPS AND PROVIDES INDIVIDUAL ADVOCACY TO HELP PERSONS GET THE MENTAL HEALTH SERVICES THEY NEED. 113295 COMMUNITY EDUCATION - TO EDUCATE THE COMMUNITY THROUGH SPECIAL PROGRAMS, VOLUNTEER SPEAKERS, VIDEOS, BOOKS, PAMPHLETS AND MENTAL HEALTH AMERICA OF LANCASTER COUNTY'S NEWSLETTER, THE BEACON. THE ORGANIZATION HAS A LENDING LIBRARY WITH BOOKS, BROCHURES AND VIDEOS AVAILABLE TO ANYONE IN THE COMMUNITY. COMMUNITY EDUCATION INCLUDES EDUCATING THE GENERAL PUBLIC ON TOPICS OF MENTAL WELL BEING, UNDERSTANDING AND RESOLVING ANGER, THE REALITIES OF LIVING WITH A MENTAL ILLNESS, GOOD MENTAL HEALTH HABITS, AND THE IMPORTANCE OF HUMOR TO MENTAL WELL BEING, TO NAME A FEW. EDUCATION ALSO INVOLVES SPECIFIC GROUPS SUCH AS HIGH SCHOOL STUDENTS, LEGISLATORS AND OTHER DECISION MAKERS, WOMEN IN PRISON, PERSONS LIVING IN HOMELESS SHELTERS AND SUPPORT GROUP MEMBERS. 96516 COMPEER - TO MATCH CARING, SENSITIVE, TRAINED VOLUNTEERS WITH PERSONS RECOVERING FROM MENTAL ILLNESS IN ONE-TO-ONE FRIENDSHIPS. 372644 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 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 0 0 0 1 0 0 8 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X GARY YODER 7173977461 630 JANET AVENUE LANCASTER PA 17601 JAN BAILY EXECUTIVE DIREC 40.00 X 54756 0 0 TIM CALDWELL PRESIDENT 3.00 X X 0 0 0 DOUG HOPWOOD VICE PRESIDENT 3.00 X X 0 0 0 PHIL HESS BOARD MEMBER 2.00 X 0 0 0 GREG AMOS BOARD MEMBER 2.00 X 0 0 0 CHRISTINE HAUSNER SECRETARY 3.00 X X 0 0 0 KEITH SHETTER BOARD MEMBER 3.00 X 0 0 0 JERI STELSON WEAVER BOARD MEMBER 2.00 X 0 0 0 ANN WOODLAND ADMIN VICE PRES 2.00 X X 0 0 0 PAT DOHERTY TREASURER 5.00 X X 0 0 0 TONYA WEST BOARD MEMBER 2.00 X 0 0 0 GARY YODER ADMIN VICE PRES 2.00 X X 0 0 0 MARK SCHANTZER BOARD MEMBER 1.00 X 0 0 0 AMY SECRIST BOARD MEMBER 1.00 X 0 0 0 FRANK SEIDLE BOARD MEMBER 1.00 X 0 0 0 MATT SNAVELY BOARD MEMBER 1.00 X 0 0 0 NICOLE SPECHT BOARD MEMBER 1.00 X 0 0 0 BILL TAYLOR BOARD MEMBER 1.00 X 0 0 0 SUSANNE UMIKER-SPURLOCK BOARD MEMBER 1.00 X 0 0 0 GINA VAUGHN BOARD MEMBER 1.00 X 0 0 0 54756 0 0 0 0 0 0 0 160 246878 136991 384029 PROGRAM FEES 900099 50 50 50 15206 15206 169326 151036 18290 18290 18290 74884 8073 66811 66811 484386 50 0 100307 54756 51471 2190 1095 137838 129567 5514 2757 11766 10707 706 353 10793 9822 647 324 19101 17955 764 382 2500 2350 100 50 20699 19457 828 414 3341 3140 134 67 11966 11312 376 278 8060 7577 322 161 15921 14966 637 318 2725 2615 55 55 3238 2979 162 97 68 68 5170 4964 103 103 2052 1867 123 62 PROGRAM EXPENSES 53545 50868 1606 1071 MISCELLANEOUS 32003 3520 320 28163 SUPPLIES 15752 5356 157 10239 OUTSIDE SERVICES 12995 12215 520 260 12151 9936 2206 9 436440 372644 17538 46258 11615 138206 137839 99537 1917 3634 71967 28373 15576 43594 529022 537121 11702 19480 707671 841572 12473 31606 1499 39311 7499 7406 21471 78323 X 585033 588649 34467 56380 66700 118220 686200 763249 707671 841572 47946 29103 0 X X 0 1 X 1 0 X 384363 316133 260669 263525 333809 1558499 51702 60620 44045 38919 74934 270220 436065 376753 304714 302444 408743 1828719 0 0 0 1828719 7872 8564 11954 9132 15206 52728 7872 8564 11954 9132 15206 52728 443937 385317 316668 311576 423949 1881447 0.97200 0.96980 0.02800 0.03020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1121 1 747 0 1 0 0 1868 0 PART II-B, LINE 1: PORTION OF PROGRAM SERVICES USED TO SEND MAILINGS AND PUBLICATIONS FOR LOBBYING ON BEHALF OF CONTSTITUENTS WITH MENTAL HEALTH NEEDS. 71967 28373 43594 43594 BOND FUND OF AMERICA 13668 F PIONEER BOND FUND 35246 F GROWTH FUND OF AMERICA 21816 F EATON VANCE INCOME FUND 18281 F IVY MID CAP GROWTH FUND 18894 F JP MORGAN DYNAMIC SMALL CAP GROWTH FUND 13013 F LAZARD EMERGING MKTS EQUITY 20273 F MAINSTAY LARGE GAP GROWTH FUND 70343 F MANAGER AMG SYSTEMATIC MID CAP VALUE 19421 F METROPOLITAN WEST TOTAL RETURN BOND FUND 55509 F THORNBURG INTERNATIONAL VALUE FUND 53185 F NUVEEN LARGE CAP VALUE 72305 F PIMCO FOREIGN BOND 13959 F LEGG MASON WE EMERGING 14423 F BLACKROCK INFALT PROT BOND 1 18736 F DELAWARE INV SM CAP VAL INST 14608 F INVESCO PREMIER INST 9025 F PIMCO LOW DURATION 54416 F 537121 AFFILIATE AGENCY FUNDS 7406 7406 521562 29103 8073 37176 484386 0 484386 444513 8073 8073 436440 0 436440 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES OFFSET AGAINST INCOME 8,073. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES OFFSET AGAINST INCOME 8,073. 50TH ANNIVERSITY 42623 42623 27994 WALK FOR DES 17180 17180 6862 2 12690 12690 971 72493 72493 35827 35827 36666 FORM 990, PART VI, SECTION B, LINE 11 LINE 11A EXPLANATION - THE FORM 990 IS AVAILABLE FOR REVIEW BY ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION REQUIRES ANNUAL DISCLOSURE OF ANY CONFLICTS OF INTEREST. THE POLICY IS SIGNED ANNUALLY BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR EVALUATES OTHER EMPLOYEES AND ANY CHANGE TO SALARY MUST BE WITHIN BOARD APPROVED RANGES AND THE ANNUAL BUDGET. THE PRESIDENT THROUGH THE EXECUTIVE COMMITTEE OVERSEES THE EXECUTIVE DIRECTOR'S ANNUAL EVALUATION AND ANY CHANGE IN COMPENSATION IS APPROVED BY THE ENTIRE BOARD. COMPENSATION IS COMPARED TO OTHER MHA'S AND OTHER UNITED WAY AGENCIES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE ON FILE IN THE OFFICE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.