2013-02-14T10:36:53-06:00 2012-06-30 111986323 MARCUM LLP 53 STATE STREET FLOOR 38 BOSTON MA 02109 990 2011-07-01 042104711 THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC MASS 6177427452 130 BOWDOIN STREET BOSTON MA 02108 BERNARD CAREY JR 6177427452 2013-02-13 1 DOUGLAS FARRINGTON P00370668 6177429666 2011 2016-03-07 17:11:31Z BERNARD J CAREY JR 130 BOWDOIN STREET BOSTON MA 02108 1621525 0 X WWW.MAMH.ORG X 1913 MA TO PROVIDE SUPPORT AND ASSISTANCE TO INDIVIDUALS WITH MENTAL ILLNESS & EMOTIONAL DISORDERS. THE ORGANIZATION'S MISSION IS TO PROMOTE AND ADVANCE COMMUNITY BASED HOUSING, EDUCATION, HEALTH CARE, EMPLOYMENT AND TREATMENT FOR CHILDREN, ADOLESCENTS AND ADULTS WITH MENTAL ILLNESSES OR EMOTIONAL DISORDERS. ITS GOAL IS TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTH LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. 89 89 4 0 0 0 343922 642599 291623 67500 92762 81336 0 0 728307 791435 0 0 0 0 452044 464908 0 0 32521 130204 132392 582248 597300 146059 194135 2797072 2828538 395826 396444 2401246 2432094 X 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. 0 0 177255 350477 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. 49086 ASSISTING INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESSES IN ACCESSING SERVICES INCLUDING HOUSING, TREATMENT, FEDERAL AND STATE ENTITLEMENTS, INSURANCE, DAY TREATMENT, EDUCATION AND EMPLOYMENT. 21816 10822 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. 24543 ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. 24543 272700 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 89 89 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 MA X X BERNARD CAREY JR 6177427452 130 BOWDOIN STREET BOSTON MA 02108 BERNARD J CAREY JR 40.00 X X X 187655 0 57691 SEE ATTACHED LIST 1.00 X 0 0 0 TIMOTHY O'LEARY 40.00 X 140953 0 35264 328608 0 92955 2 0 1 0 0 83852 21625 245000 281300 10822 642599 SPECIAL PROJECTS 900099 67500 67500 67500 58041 58041 808482 785187 23295 23295 23295 44903 200097 44903 0 791435 67500 0 81336 194066 194066 159504 88790 49500 21214 84781 67825 12717 4239 6246 4997 937 312 20311 16249 3047 1015 977 733 244 11000 11000 11445 8583 2862 14519 11615 2204 700 37388 29910 5608 1870 7397 5918 1184 295 6377 5102 957 318 1000 1000 9265 9265 CONTRIBUTIONS 15550 12440 2332 778 MISCELLANEOUS 8898 5338 1780 1780 SPECIAL EVENTS 7924 5283 2641 UTILITIES 602 602 50 50 597300 272700 292079 32521 7515 8185 320247 410082 84941 51441 6077 6515 34480 32419 3061 2061 2373493 2348516 1738 1738 2797072 2828538 89576 92694 306250 303750 395826 396444 X 2127123 2160471 6250 3750 267873 267873 2401246 2432094 2797072 2828538 X 194135 -163287 X 0 1 0 X 0 X 370666 330878 340110 343922 350477 1736053 370666 330878 340110 343922 350477 1736053 1736053 184203 87551 61909 42907 61536 438106 2174159 1030775 0.79850 0.77700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 631689 363816 267873 532699 98990 631689 482498 50201 532699 721553 -239055 482498 1.00000 0 0 34480 32419 2061 2061 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 2348516 ACCRUED EMPLOYEE BENEFITS 300000 DEFERRED INCOME 3750 303750 791435 597300 194135 -118384 -44903 -163287 30848 673051 -118384 -118384 791435 0 791435 642203 44903 44903 597300 0 597300 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. X X X X MA ANNUAL EVENT: FRIEND & LEADER 245000 200097 44903 44903 245000 200097 44903 44903 44903 0 X X 0 0 0 0 0 0 0 1 0 BERNARD J CAREY JR 175155 0 12500 0 0 0 0 0 0 0 187655 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF KEY EMPLOYEES AND OFFICERS. UPON REVIEW, THE BOARD OF DIRECTORS MAY GRANT A COMPENSATION ADJUSTMENT AND/OR AN ANNUAL BONUS. 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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.