Form 990 for tax year 2024
Filed by MENTAL HEALTH ASSOCIATION IN TULSA INC.
Totals
- Total revenue
- $25,331,269
- Total expenses
- $23,648,781
- Contributions and grants received
- $14,022,339
- Grants paid
- $1,275,640
- Program service revenue
- $8,881,679
- Investment income
- $2,400,324
- Other revenue
- $26,927
- Total assets, end of year
- $81,156,714
- Total liabilities, end of year
- $5,630,013
- Net assets or fund balances, end of year
- $75,526,701
- Program services expenses (Part IX)
- $18,669,783
- Management and general expenses
- $4,455,381
- Fundraising expenses
- $523,617
- Program service expenses (Part III)
- $18,669,783
Program services were 78.9% 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.
-
1a · Federated campaigns
$269,830
-
1c · Fundraising events
$864,108
-
1e · Government grants (contributions)
$6,799,970
-
1f · All other contributions, gifts and grants
$6,088,431
-
2a · Program service revenue: Program Related Rental
total $8,881,679 · related or exempt $8,881,679
-
3 · Investment income
total $178,911 · excluded $178,911
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $6,842,350
-
7b · Less cost or other basis and sales expenses
other assets $4,620,937
-
7c · Gain or loss
other assets $2,221,413
-
7d · Net gain or loss
total $2,221,413 · related or exempt $2,221,413
-
8a · Fundraising events: gross income
$364,100
-
8a · Fundraising events: contributions included on line 1c
$864,108
-
8b · Fundraising events: direct expenses
$364,100
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $26,927 · related or exempt $26,927
-
11e · Other revenue, total
$26,927
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $1,275,640 · program services $1,275,640
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $614,250 · program services $448,402 · management and general $135,138 · fundraising $30,710
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $6,263,174 · program services $4,590,875 · management and general $1,358,487 · fundraising $313,812
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $851,580 · program services $799,026 · management and general $12,007 · fundraising $40,547
-
10 · Payroll taxes
total $589,596 · program services $441,558 · management and general $120,182 · fundraising $27,856
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $149,972 · program services $9,534 · management and general $140,438
-
11c · Fees: accounting
total $35,300 · management and general $35,300
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $948,483 · program services $609,699 · management and general $237,348 · fundraising $101,436
-
12 · Advertising and promotion
total $21,601 · program services $9,246 · management and general $12,355
-
13 · Office expenses
total $0
-
14 · Information technology
total $598,037 · program services $156,693 · management and general $441,176 · fundraising $168
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $108,469 · program services $77,311 · management and general $31,158
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,302,834 · program services $2,390,434 · management and general $912,400
-
23 · Insurance
total $261,799 · management and general $261,799
-
24a · Other expenses: Utilities
total $3,255,317 · program services $2,955,751 · management and general $294,323 · fundraising $5,243
-
24b · Other expenses: Repairs & Maintenance
total $2,488,833 · program services $2,374,342 · management and general $114,491
-
24c · Other expenses: Property Expense
total $1,809,635 · program services $1,727,947 · management and general $81,558 · fundraising $130
-
24d · Other expenses: Supplies
total $477,831 · program services $441,823 · management and general $33,204 · fundraising $2,804
-
24e · All other expenses
total $596,430 · program services $361,502 · management and general $234,017 · fundraising $911
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,593,043 · end of year $5,000,779
-
2 · Savings and temporary cash investments
beginning of year $2,730,596 · end of year $1,829,362
-
3 · Pledges and grants receivable
beginning of year $3,477,297 · end of year $3,725,363
-
4 · Accounts receivable
beginning of year $3,422,268 · end of year $2,508,116
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $938,432 · end of year $1,657,697
-
10a · Land, buildings and equipment: cost or other basis
$73,988,903
-
10b · Land, buildings and equipment: accumulated depreciation
$20,141,221
-
10c · Land, buildings and equipment, net
beginning of year $58,601,451 · end of year $53,847,682
-
11 · Investments: publicly traded securities
beginning of year $4,299,685 · end of year $11,626,500
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $712,181 · end of year $784,018
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $368,216 · end of year $177,197
-
17 · Accounts payable and accrued expenses
beginning of year $2,157,634 · end of year $5,006,787
-
19 · Deferred revenue
beginning of year $729,876 · end of year $446,029
-
25 · Other liabilities
beginning of year $368,216 · end of year $177,197
-
27 · Net assets without donor restrictions
beginning of year $67,205,182 · end of year $68,531,771
-
28 · Net assets with donor restrictions
beginning of year $6,682,261 · end of year $6,994,930
Mission and programs · 2024
Mission
Mental Health Association Oklahoma (MHAOK) promotes mental health, prevents mental disorders, and achieves victory over mental illness through advocacy, education, research, service, and housing support. The Association provides a continuum of care to support individuals experiencing homelessness, mental illness, and co-occurring disorders statewide.
Activities or mission (Part I)
MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH, PREVENTING MENTAL DISORDERS AND ACHIEVING VICTORY OVER MENTAL ILLNESS THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE AND HOUSING. OUR VISION IS A JUST, HUMANE AND HEALTHY SOCIETY IN WHICH ALL PEOPLE ARE ACCORDED RESPECT, DIGNITY AND THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL, FREE FROM STIGMA AND PREJUDICE. AS SUCH, WE ADVOCATE FOR THE RIGHTS OF OTHERS, MONITOR LEGISLATION, DISTRIBUTE EDUCATIONAL MATERIALS, PROVIDE TRAINING OPPORTUNITIES, MAKE REFERRALS FOR SERVICES, PROVIDE ADULTS WITH MENTAL ILLNESS OPPORTUNITIES FOR SOCIALIZATION, VOCATIONAL AND LIFE SKILLS TRAINING, ASSIST IN DEVELOPMENT OF SELF-EMPOWERMENT SKILLS, DEVELOP IMPROVED ACCESS TO AND COORDINATION AMONG EXISTING LEGAL SERVICES FOR PEOPLE WITH LOW INCOMES AND INDIVIDUALS WITH DISABILITIES, LEVERAGE PRO BONO LEGAL SERVICES OR REPRESENT INDIVIDUALS WITH MENTAL ILLNESS AND OTHER DISABILITIES AS THEY NEGOTIATE THE LEGAL SYSTEM AND PROVIDE A RANGE
-
Housing and Homelessness ServicesProvided over 1,300 housing units across Tulsa and Oklahoma City, offering stability and community for individuals and families.204 individuals transitioned from homelessness to permanent housing.87% of residents remained housed after one year.4,188 individuals received case management and support through Street Outreach programs.Bridge Program achieved a 92% reduction in first-responder utilization and maintained 100% occupancy.Intensive Outreach and Navigation (ION) served 40 individuals, with 78% achieving self-sufficiency.Housing to Hope Youth Program (HHYP) provided transitional housing and life-skills support to 21 young adults aged 1824.A Better Way program provided 679 participants with paid day-work opportunities and connected 67 participants to permanent employment.Mobile Medical and Street Medicine teams served 1,476 individuals and saved $814,351 in avoided ER costs.
Expenses $15,057,331 · Grants $1,045,780 · Revenue $8,881,679
-
Mental Health Education and AssistanceThe Mental Health Assistance Center answered 20,881 calls, connecting Oklahomans to mental health resources, screenings, and referrals.Youth Mental Health Program reached 1,177 students and staff in grades 212 through education, screening, and suicide-prevention efforts.Suicide prevention training (QPR) trained 338 participants statewide.Platics, a Spanish-language outreach initiative, served 149 Hispanic community members with culturally relevant mental health support.Offered 23 unique support groups addressing topics including anxiety, trauma, and suicide loss.Criminal Justice and Diversion InitiativesJustice and Mental Health Training Center trained 166 professionals in trauma-informed care and crisis response.Special Services Docket served 116 participants, saving $579,765 in avoided incarceration costs, with 84% non-reoffender rate following completion.
Expenses $1,442,684 · Grants $71,868
-
Recovery and Peer Support ServicesDenver House (Tulsa) and Lottie House (OKC)Oklahomas only peer-run drop-in centersserved 28,232 visitors, offering more than 100,000 resources in 2024.119 veterans accessed peer services at Lottie House.Creating Connections provided recovery-oriented social and therapeutic activities for 116 participants, promoting independence and community integration.
Expenses $1,315,502 · Grants $154,718
-
Advocacy, Public Policy, and Community EngagementContinued advocacy to expand affordable housing and improve access to behavioral health care statewide.Partnered with city and state agencies, philanthropic funders, and local coalitions to strengthen Oklahomas housing and mental health infrastructure.MHAOKs integrated housing, healthcare, and recovery programs demonstrate measurable outcomesreducing homelessness, promoting wellness, and fostering long-term stability across Oklahoma communities.
Expenses $854,266 · Grants $3,275
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Terri L White
CEO
- Total calculated
- $173,767
- From this org
- $173,407
- From related orgs
- $0
- Other
- $360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,407
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $360
- Filer's total
- $173,767
-
Mark A Davis
CPO
- Total calculated
- $144,130
- From this org
- $136,958
- From related orgs
- $0
- Other
- $7,172
- Hours/week
- 40
-
John Manning
COO
- Total calculated
- $115,784
- From this org
- $108,706
- From related orgs
- $0
- Other
- $7,078
- Hours/week
- 40
-
Julie Ward
CFO
- Total calculated
- $108,533
- From this org
- $101,361
- From related orgs
- $0
- Other
- $7,172
- Hours/week
- 40
-
Carrie Blumert
CEO
- Total calculated
- $72,036
- From this org
- $70,038
- From related orgs
- $0
- Other
- $1,998
- Hours/week
- 40
-
David Dirkschneider
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary Burchett
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Madsen
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Eric Procter
Director
- Total calculated
- $0
- Hours/week
- 1
-
Leslie Briggs
Director
- Total calculated
- $0
- Hours/week
- 1
-
Emily Brandenburg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karissa Cottom
Director
- Total calculated
- $0
- Hours/week
- 1
-
Samuel P Clancy
President
- Total calculated
- $0
- Hours/week
- 5
-
John Gammie
Director
- Total calculated
- $0
- Hours/week
- 1
-
Fred Lydick
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lee Roland
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Joyce
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Marshall
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adam McCreary
Director
- Total calculated
- $0
- Hours/week
- 1
-
Anthony Meave
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jon Middendorf
Director
- Total calculated
- $0
- Hours/week
- 1
-
Charles Oppenheim
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
W Kent Sheets
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Thompson
Pres-Elect
- Total calculated
- $0
- Hours/week
- 5
-
Brooke Townsend
Director
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
controlled entity
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Eastoak Housing LLC
Property Maintenance & Management Services · OK
Directly controlled by Mental Health Association in Tulsa Inc
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Housing · OK · 53.41% owned · general or managing partner
Directly controlled by Mental Health Associ
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513189349301041
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.