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Nonprofiteer
← MENTAL HEALTH AMERICA OF SOUTHWESTERN PA

Form 990 for tax year 2023

Filed by MENTAL HEALTH AMERICA OF SOUTHWESTERN PA.

Totals

Total revenue
$1,783,168
Total expenses
$1,767,796
Contributions and grants received
$1,739,887
Grants paid
$0
Program service revenue
$0
Investment income
$9,025
Other revenue
$34,256
Total assets, end of year
$899,006
Total liabilities, end of year
$50,749
Net assets or fund balances, end of year
$848,257
Program services expenses (Part IX)
$1,375,773
Management and general expenses
$281,439
Fundraising expenses
$110,584
Program service expenses (Part III)
$1,375,773

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $25,992

  • 1e · Government grants (contributions)

    $1,593,084

  • 1f · All other contributions, gifts and grants

    $120,811

  • 3 · Investment income

    total $9,025 · unrelated business $0 · excluded $9,025

  • 6a · Gross rents

    real property $16,800

  • 6b · Less rental expenses

    real property $19,951

  • 6c · Rental income or loss

    real property -$3,151

  • 6d · Net rental income or loss

    total -$3,151 · excluded -$3,151

  • 8a · Fundraising events: gross income

    $51,038

  • 8b · Fundraising events: direct expenses

    $19,463

  • 8c · Net income from fundraising events

    total $31,575 · unrelated business $0 · excluded $31,575

  • 11a · Other revenue: MISCELLANEOUS

    total $5,832 · related or exempt $0 · unrelated business $0 · excluded $5,832

  • 11e · Other revenue, total

    $5,832

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $163,494 · program services $71,560 · management and general $82,741 · fundraising $9,193

  • 7 · Other salaries and wages

    total $773,257 · program services $681,181 · management and general $45,955 · fundraising $46,121

  • 9 · Other employee benefits

    total $198,797 · program services $165,391 · management and general $23,563 · fundraising $9,843

  • 10 · Payroll taxes

    total $75,861 · program services $61,921 · management and general $8,297 · fundraising $5,643

  • 11g · Fees: other

    total $83,119 · program services $78,557 · management and general $2,834 · fundraising $1,728

  • 12 · Advertising and promotion

    total $76,369 · program services $47,600 · management and general $5,473 · fundraising $23,296

  • 13 · Office expenses

    total $25,835 · program services $20,327 · management and general $3,666 · fundraising $1,842

  • 16 · Occupancy

    total $32,548 · program services $24,440 · management and general $8,108 · fundraising $0

  • 17 · Travel

    total $24,450 · program services $21,249 · management and general $3,037 · fundraising $164

  • 19 · Conferences, conventions and meetings

    total $8,904 · program services $5,999 · management and general $1,115 · fundraising $1,790

  • 22 · Depreciation, depletion and amortization

    total $15,237 · program services $0 · management and general $15,237 · fundraising $0

  • 23 · Insurance

    total $25,293 · program services $15,166 · management and general $9,608 · fundraising $519

  • 24a · Other expenses: SUPPLIES

    total $169,615 · program services $132,412 · management and general $27,007 · fundraising $10,196

  • 24b · Other expenses: EQUIPMENT MAINTENANCE

    total $37,648 · program services $17,206 · management and general $20,442 · fundraising $0

  • 24c · Other expenses: SUBSCRIPTIONS & DUES

    total $6,517 · program services $764 · management and general $5,504 · fundraising $249

  • 24d · Other expenses: SECURITY

    total $1,352 · program services $0 · management and general $1,352 · fundraising $0

  • 24e · All other expenses

    total $49,500 · program services $32,000 · management and general $17,500 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $140,114 · end of year $18,493

  • 2 · Savings and temporary cash investments

    beginning of year $146,826 · end of year $200,851

  • 4 · Accounts receivable

    beginning of year $262,202 · end of year $359,950

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,227 · end of year $21,410

  • 10a · Land, buildings and equipment: cost or other basis

    $395,026

  • 10b · Land, buildings and equipment: accumulated depreciation

    $97,299

  • 10c · Land, buildings and equipment, net

    beginning of year $312,964 · end of year $297,727

  • 15 · Other assets

    beginning of year $575 · end of year $575

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,678 · end of year $38,671

  • 25 · Other liabilities

    beginning of year $13,345 · end of year $12,078

  • 27 · Net assets without donor restrictions

    beginning of year $799,463 · end of year $825,055

  • 28 · Net assets with donor restrictions

    beginning of year $33,422 · end of year $23,202

Mission and programs · 2023

Mission

Strengthening resilience and recovery in our communities with mental health and substance abuse education, prevention, advocacy and supportive services.

  • Step-Up Drop-In Center - This center in Latrobe, PA provides adult mental health consumers a safe and supportive network of peer support, recreation, and education. Members receive the positive peer support they need to remain healthy and continue along their continuum of recovery.

    Expenses $168,097

  • External Advocate Services at Torrance State Hospital - Assist patients with concerns they have regarding their rights, treatment and environment while at Torrance State Hospital. The external advocate also provides advocacy services to the PA SRTP Act-21 Program and the Forensic Unit, also located on the state hospital grounds.

    Expenses $81,784

  • Community Advocate - Assists adult consumers of mental health services reach a better understanding of their rights under the Mental Health Procedures Act, Social Security, and Public Assistance benefits. Provides complaint processing, conflict resolution, and mediation for adults using community mental health services.

    Expenses $79,987

  • CS CSP - Provides a community-based line to CSP principles, education, information sharing, and for collective input on major successes and concerns regarding community mental health services.

    Expenses $13,146

  • Consumer and Family Satisfaction Team - C/FST interviews adult behavioral health consumers and families of children using behavioral health services to assess satisfaction, and provides the county mental health/ mental retardation program, managed care, and providers with feedback regarding consumer and family satisfaction.

    Expenses $161,790

  • Administrative Case Management - Provides emergency funding for individual needs of behavioral health consumers in Westmoreland County and at Torrance State Hospital.

    Expenses $2,920

  • HSS - Supportive Housing - Provides funding for a Special Representative Payee account utilized emergency housing and consumer supports.

    Expenses $414

  • Representative Payee - Provides financial management services for mental health consumers who have difficulty with budgeting.

    Expenses $259,122

  • Outreach - Oversees the DCORT function for Westmoreland County BH/DS as well as other identified public education, community engagement, and outreach activities.

    Expenses $367,882

  • Independent Monitoring - IM4Q is part of an emerging quality management framework within the mental retardation system which measures, addresses, and enhances quality of life, services and supports, and organization practices. The IM4Q program does not attempt to measure compliance with governmental regulations, but instead, quality of life outcomes.

    Expenses $46,850

  • SWBHM- Used to account for all revenues and expenses related to the Organizations contract with Southwest Behavioral Health Management. Responsibilities under the contract are to assist individuals with serious mental illness and complex, multi-system needs in living a recovery-focused lifestyle in the community.

    Expenses $170,474

  • Armstrong/Indiana BDHP- Used to account for all revenues and expenses related to the Organizations contract with Armstrong-Indiana Behavioral and Developmental Health Program. Responsibilities under the contract are to provide Ombudsman and Advocacy services in Armstrong and Indiana Counties.

    Expenses $3,087

  • Warmline- Used to account for all revenues and expenses related to the Organizations grant funding to provide warmline services.

    Expenses $20,220

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laurie Barnett Levine

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $107,154
    From this org
    $91,934
    From related orgs
    $0
    Other
    $15,220
    Hours/week
    40

  • Ronald Weaver

    CHIEF OPERATIONS OFFICER

    Total calculated
    $82,570
    From this org
    $71,560
    From related orgs
    $0
    Other
    $11,010
    Hours/week
    40

  • Adam Quatrini

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2.5

  • Scott Harshman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2.5

  • Justin Trumbetta

    TREASURER

    Total calculated
    $0
    Hours/week
    2.5

  • Don Goughler

    SECRETARY

    Total calculated
    $0
    Hours/week
    2.5

  • Marybeth Grandinetti Pultz

    BOARD MEMBER

    Total calculated
    $0

  • Kim Sonafelt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Anthony Marsili

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Tatone

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Stillwagon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Issac

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christopher Feliciani

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deborah Wasilchak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andy Vaill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDNA McCUTCHEON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Beverly Stonick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
28 October 2024
IRS schema version
2023v6.0
Source object
202511029349300516

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