MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH (EIN 04-2104711)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201300459349300940
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T10:36:53-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111986323 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET FLOOR 38 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104711 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASSACHUSETTS ASSOCIATION FOR MENTAL | BusinessNameLine1 |
| Business Name Line2 | HEALTH INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASS | NameControl |
| Phone | 6177427452 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 BOWDOIN STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD CAREY JR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6177427452 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS FARRINGTON | Name |
| PTIN | P00370668 | PTIN |
| Phone | 6177429666 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BERNARD J CAREY JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 BOWDOIN STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1621525 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MAMH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 89 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 89 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 343922 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 642599 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 291623 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 67500 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92762 | InvestmentIncomePriorYear |
| Investment Income Current Year | 81336 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 728307 | TotalRevenuePriorYear |
| Total Revenue Current Year | 791435 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 452044 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 464908 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 32521 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 130204 | OtherExpensePriorYear |
| Other Expenses Current Year | 132392 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 582248 | TotalExpensesPriorYear |
| Total Expenses Current Year | 597300 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 146059 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 194135 | RevenuesLessExpensesCY |
| Total Assets BOY | 2797072 | TotalAssetsBOY |
| Total Assets EOY | 2828538 | TotalAssetsEOY |
| Total Liabilities BOY | 395826 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 396444 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2401246 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2432094 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE AND ADVANCE COMMUNITY BASED HOUSING, EDUCATION, HEALTH CARE, EMPLOYMENT AND TREATMENT FOR CHILDREN, ADOLESCENTS AND ADULTS WITH MENTAL ILLNESSES OR EMOTIONAL DISORDERS. TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESSES AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTHY LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 177255 | Expense |
| Revenue | 350477 | Revenue |
| Description | ASSISTING THE MASSACHUSETTS DEPARTMENT OF MENTAL HEALTH, THE PUBLIC MENTAL HEALTH AUTHORITY IN A WIDE VARIETY OF MATTERS, INCLUDING (1) THE REDESIGN OF THE CHILDREN'S BEHAVIORAL HEALTH CARE SYSTEM THROUGH PARTICIPATION ON THE CHILDREN'S BEHAVIORAL HEALTH ADVISORY COUNCIL; (2) COORDINATION AND MANAGEMENT OF THE COMMONWEALTH'S MENTAL HEALTH PLANNING COUNCIL, INCLUDING ITS STEERING COMMITTEE AND ITS SUBCOMMITTEES; (3) PRESENTATION OF A TOWN MEETING ON DEPRESSION, INCLUDING THE PRODUCTION OF A PUBLIC SERVICE VIDEO ON DEPRESSION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 49086 | Expense |
| Description | ASSISTING INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESSES IN ACCESSING SERVICES INCLUDING HOUSING, TREATMENT, FEDERAL AND STATE ENTITLEMENTS, INSURANCE, DAY TREATMENT, EDUCATION AND EMPLOYMENT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 21816 | Expense |
| Revenue | 10822 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24543 | Expense |
| Description | ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 24543 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 272700 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 89 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 89 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD CAREY JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177427452 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 BOWDOIN STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02108 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (3 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| BERNARD J CAREY JR | |||||||
| EX. DIRECTOR | 40.00 | X | X | X | 187655 | 0 | 57691 |
| SEE ATTACHED LIST | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY O'LEARY | |||||||
| ADMIN ASST | 40.00 | X | 140953 | 0 | 35264 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 328608 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 92955 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 83852 | FederatedCampaigns |
| Membership Dues | 21625 | MembershipDues |
| Fundraising Events | 245000 | FundraisingEvents |
| Government Grants | 281300 | GovernmentGrants |
| All Other Contributions | 10822 | AllOtherContributions |
| Total Contributions | 642599 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPECIAL PROJECTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 67500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 67500 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58041 | TotalRevenueColumn |
| Exclusion | $58,041 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 808482 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 785187 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23295 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23295 | TotalRevenueColumn |
| Exclusion | $23,295 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44903 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 200097 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 44903 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 791435 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67500 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $81,336 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194066 | Total |
| Management And General | 194066 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159504 | Total |
| Program Services | 88790 | ProgramServices |
| Management And General | 49500 | ManagementAndGeneral |
| Fundraising | 21214 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84781 | Total |
| Program Services | 67825 | ProgramServices |
| Management And General | 12717 | ManagementAndGeneral |
| Fundraising | 4239 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6246 | Total |
| Program Services | 4997 | ProgramServices |
| Management And General | 937 | ManagementAndGeneral |
| Fundraising | 312 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20311 | Total |
| Program Services | 16249 | ProgramServices |
| Management And General | 3047 | ManagementAndGeneral |
| Fundraising | 1015 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 977 | Total |
| Program Services | 733 | ProgramServices |
| Management And General | 244 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11000 | Total |
| Management And General | 11000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11445 | Total |
| Program Services | 8583 | ProgramServices |
| Management And General | 2862 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14519 | Total |
| Program Services | 11615 | ProgramServices |
| Management And General | 2204 | ManagementAndGeneral |
| Fundraising | 700 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37388 | Total |
| Program Services | 29910 | ProgramServices |
| Management And General | 5608 | ManagementAndGeneral |
| Fundraising | 1870 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7397 | Total |
| Program Services | 5918 | ProgramServices |
| Management And General | 1184 | ManagementAndGeneral |
| Fundraising | 295 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6377 | Total |
| Program Services | 5102 | ProgramServices |
| Management And General | 957 | ManagementAndGeneral |
| Fundraising | 318 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Management And General | 1000 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9265 | Total |
| Program Services | 9265 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRIBUTIONS | 15550 | 12440 | 2332 | 778 |
| MISCELLANEOUS | 8898 | 5338 | 1780 | 1780 |
| SPECIAL EVENTS | 7924 | 5283 | 2641 | |
| UTILITIES | 602 | 602 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Program Services | 50 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 597300 | Total |
| Program Services | 272700 | ProgramServices |
| Management And General | 292079 | ManagementAndGeneral |
| Fundraising | 32521 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7515 | BOY |
| EOY | 8185 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 320247 | BOY |
| EOY | 410082 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84941 | BOY |
| EOY | 51441 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6077 | BOY |
| EOY | 6515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34480 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32419 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3061 | BOY |
| EOY | 2061 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2373493 | BOY |
| EOY | 2348516 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1738 | BOY |
| EOY | 1738 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2797072 | BOY |
| EOY | 2828538 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89576 | BOY |
| EOY | 92694 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306250 | BOY |
| EOY | 303750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395826 | BOY |
| EOY | 396444 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2127123 | BOY |
| EOY | 2160471 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6250 | BOY |
| EOY | 3750 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267873 | BOY |
| EOY | 267873 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2401246 | BOY |
| EOY | 2432094 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2797072 | BOY |
| EOY | 2828538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 194135 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -163287 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 370666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 330878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 340110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 343922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 350477 | CurrentTaxYear |
| Total | 1736053 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 370666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 330878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 340110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 343922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 350477 | CurrentTaxYear |
| Total | 1736053 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1736053 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 184203 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87551 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61909 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61536 | CurrentTaxYear |
| Total | 438106 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2174159 | TotalSupport |
| Gross Receipts From Admissions Etc | 1030775 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 631689 | BeginningOfYearBalance |
| Other Expenditures | 363816 | OtherExpenditures |
| End Of Year Balance | 267873 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 532699 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 98990 | InvestmentEarningsOrLosses |
| End Of Year Balance | 631689 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 482498 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 50201 | InvestmentEarningsOrLosses |
| End Of Year Balance | 532699 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 721553 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -239055 | InvestmentEarningsOrLosses |
| End Of Year Balance | 482498 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34480 | OtherCostOrOtherBasis |
| Depreciation | 32419 | Depreciation |
| Book Value | 2061 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2061 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 1304210 | F |
| AMERICAN NEW PERSPECTIVE FUND | 107136 | F |
| LOOMIS SAYLES BOND FUND | 260407 | F |
| PRINCIPAL GLOBAL DIVERSIFIED INC FD | 143672 | F |
| VAN ECK GLOBAL HARD ASSETS FUND | 92992 | F |
| NUVEEN SANTA BARBARA | 185000 | F |
| OPPENHEIMER RISING DIVIDENDS | 148998 | F |
| MANAGERS REAL ESATET SECURITIES | 106101 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2348516 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED EMPLOYEE BENEFITS | $300,000 |
| DEFERRED INCOME | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 303750 | TotalOfAmounts |
| Total Revenue | 791435 | TotalRevenue |
| Total Expenses | 597300 | TotalExpenses |
| Excess Or Deficit For Year | 194135 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -118384 | NetUnrealizedGLOnInvestments |
| Other | -$44,903 | OtherAmount |
| Total Adjustments | -163287 | TotalAdjustments |
| Excess Or Deficit Per FS | 30848 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 673051 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -118384 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -118384 | RevenueNotRptdF990 |
| Revenue Subtotal | 791435 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 791435 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 642203 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 44903 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 44903 | ExpensesNotRptdF990 |
| Expenses Subtotal | 597300 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 597300 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE INTENDED TO ASSIST THE ASSOCIATION IN FURTHERING IT'S MISSION TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND PROMOTE HEALTHY LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS ABOUT MENTAL HEALTH DIRECTED AT CHILDREN AND ADOLESCENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR SPECIAL EVENTS -44,903. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES FOR SPECIAL EVENTS 44,903. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL EVENT: FRIEND & LEADER | NameOfEvent1 |
| Gross Receipts Event1 | 245000 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 200097 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44903 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 44903 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 245000 | GrossReceiptsTotal |
| Charitable Contributions Total | 200097 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44903 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 44903 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 44903 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BERNARD J CAREY JR | NamePerson |
| Base Compensation Filing Org | 175155 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 12500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 187655 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| FOLEY HOAG LLP | |||
| PARTNER IS A DIR | 977 | LEGAL FEES WERE INCURRED TO THE FIRM OF FOLEY, HOAG LLP. BOTH THOMAS BARKER AND PAT CERUNDOLO WERE DIRECTORS OF THE ASSOCIATION DURING THIS FISCAL YEAR AND PARTNERS OF THIS FIRM. | 0 |
| SEAN CAREY | |||
| SON OF EXEC DIR | 8888 | TEMP HELP. SALARY FOR ADMINISTRATIVE SERVICES WAS PAID TO THE SON OF BERNARD J. CAREY, JR., EXECUTIVE DIRECTOR OF THE ASSOCIATION. | 0 |
| THOMAS BARKER | |||
| DIR IS LLP PARTNER | 0 | 0 | |
| PAT CERUNDOLO | |||
| DIR IS LLP PARTNER | 0 | 0 | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PAUL PIMENTAL AND SANDRA PIMENTEL ARE MARRIED, AS BOTH SERVE ON THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF ALL TAX RETURNS ARE SUBMITTED TO THE GOVERNING BODY OF THE ASSOCIATION FOR APPROVAL BEFORE FILED. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ARTICLES OF ORGANIZATION AND BY-LAWS ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. THE FEDERAL FORM 990 IS FILED ANNUALLY WITH THE INTERNAL REVENUE SERVICE, AND A COPY INCLUDED ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS WITH THE PUBLIC CHARITIES FORMS WHEN FILED WITH THE STATE OF MASSACHUSETTS. BOTH RETURNS ARE AVAILABLE TO THE PUBLIC ONLINE OR BY MAKING A WRITTEN REQUEST TO THE APPROPRIATE AUTHORITY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF ORGANIZATION AND BY-LAWS ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. THE FEDERAL FORM 990 IS FILED ANNUALLY WITH THE INTERNAL REVENUE SERVICE, AND A COPY INCLUDED ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS WITH THE PUBLIC CHARITIES FORMS WHEN FILED WITH THE STATE OF MASSACHUSETTS. BOTH RETURNS ARE AVAILABLE TO THE PUBLIC ONLINE OR BY MAKING A WRITTEN REQUEST TO THE APPROPRIATE AUTHORITY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -118,384. DIRECT EXPENSES FOR SPECIAL EVENTS -44,903. TOTAL TO FORM 990, PART XI, LINE 5: -163,287. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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