2013-12-15T14:25:02-06:00 2013-06-30 111986323 MARCUM LLP 53 STATE STREET FLOOR 38 BOSTON MA 02109 990 2012-07-01 042104711 THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC MASS 6177427452 130 BOWDOIN STREET BOSTON MA 02108 BERNARD CAREY JR 6177427452 2013-12-16 1 MICHAEL J TAYLOR P00789336 6177429666 2012 2016-03-07 17:11:31Z BERNARD J CAREY JR 130 BOWDOIN STREET BOSTON MA 02108 1207102 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 4 122 0 0 597696 825833 67500 54517 81336 57135 0 0 746532 937485 0 0 0 0 464908 478620 0 0 36252 132392 243206 597300 721826 149232 215659 2828538 3099715 396444 399427 2432094 2700288 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 371142 472682 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 AND SYMPOSIUM ON MENTAL HEALTH AND SAFETY. 102778 ASSISTING INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESSES IN ACCESSING SERVICES INCLUDING HOUSING, TREATMENT, FEDERAL AND STATE ENTITLEMENTS, INSURANCE, DAY TREATMENT, EDUCATION AND EMPLOYMENT. 45679 7983 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. 51390 ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. 51390 570989 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 1 1 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 192410 0 2911 LIST AVAILABLE UPON REQUEST 1.00 X 0 0 0 TIMOTHY O'LEARY 40.00 X 147379 0 0 339789 0 2911 2 0 1 0 0 80007 17375 339912 380556 7983 825833 SPECIAL PROJECTS 900099 54000 54000 OTHER INCOME 900099 517 517 54517 37583 37583 253781 234229 19552 19552 19552 35388 339912 35388 0 937485 54517 0 57135 192410 153928 26938 11544 165901 132721 23226 9954 92946 74357 13942 4647 6246 4997 937 312 21117 16894 3168 1055 988 741 247 18686 18686 58881 57838 1043 15956 12765 2434 757 38651 30921 5797 1933 9526 7621 1524 381 62654 50123 9398 3133 1000 1000 3864 3864 CONTRIBUTIONS 16300 13040 2444 816 MISCELLANEOUS 8575 5135 1720 1720 SPECIAL EVENTS 6245 4164 2081 GYM EXPENSES 1340 1340 540 540 721826 570989 114585 36252 8185 4566 410082 522868 51441 64978 6515 5778 35768 33419 2061 2349 2348516 2497438 1738 1738 2828538 3099715 92694 95677 303750 303750 396444 399427 X 2160471 2425165 3750 7250 267873 267873 2432094 2700288 2828538 3099715 X 215659 52534 1 X 0 1 X 0 0 X 330878 340110 343922 350477 472682 1838069 330878 340110 343922 350477 472682 1838069 1838069 87551 61909 42907 61536 37583 291486 2129555 1194646 0.86310 0.79850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 267873 267873 631689 363816 267873 532699 98990 631689 482498 50201 532699 721553 -239055 482498 1.00000 0 0 35768 33419 2349 2349 CERTIFICATES OF DEPOSIT 1431046 F AMERICAN NEW PERSPECTIVE FUND 98228 F LOOMIS SAYLES BOND FUND 271795 F PRINCIPAL GLOBAL DIVERSIFIED INC FD 150694 F NUVEEN SANTA BARBARA 157766 F OPPENHEIMER RISING DIVIDENDS 116985 F MANAGERS REAL ESTATE SECURITIES 112589 F PIMCO INCOME P 48185 F OPPENHEIMER REAL ESTATE Y 48625 F US GLOBAL INV GOLD & PREC METALS 52165 F ENDOWMENT CASH 9360 F 2497438 ACCRUED EMPLOYEE BENEFITS 300000 DEFERRED INCOME 3750 303750 X 1025407 52534 35388 87922 937485 0 937485 757213 35388 35388 721825 1 1 721826 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ASSOCIATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740,"INCOME TAXES". UNDER THAT GUIDANCE, THE ASSOCIATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION BECOMES AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED INCOME TAXES, IF IDENTIFIED, WOULD BE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF ACTIVITIES. MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS AT JUNE 30, 2013. GENERALLY, THE COMPANY'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED PRIOR TO JUNE 30, 2009 ARE NO LONGER SUBJECT TO EXAMINATION BY THE U.S. OR STATE TAX AUTHORITIES. THE STATUTE OF LIMITATIONS REMAINS OPEN IN THESE JURISDICTIONS STARTING WITH THE YEAR ENDED JUNE 30, 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 35,388. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 35,388. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 1. ANNUAL EVENT: FRIEND & LEADER 375300 339912 35388 35388 375300 339912 35388 35388 35388 0 X X 0 0 0 0 0 0 0 1 0 BERNARD J CAREY JR 179910 0 12500 0 0 0 48103 0 5404 0 245917 0 0 0 TIMOTHY O'LEARY 134879 0 12500 0 0 0 36845 0 0 0 184224 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 DIRECTOR 988 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 DIRECTOR 8550 TEMP HELP. SALARY FOR ADMINISTRATIVE SERVICES WAS PAID TO THE SON OF BERNARD J. CAREY, JR., EXECUTIVE DIRECTOR OF THE ASSOCIATION. 0 THOMAS BARKER DIRECTOR IS LLP PARTNER 0 0 PAT CERUNDOLO DIRECTOR 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 9: ROUNDING ADJUSTMENT 1.