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Nonprofiteer
← ASTRA MENTAL HEALTH AND RECOVERY FOUNDATION

Form 990 for tax year 2022

Filed by ASTRA MENTAL HEALTH AND RECOVERY FOUNDATION.

Totals

Total revenue
$79,472
Total expenses
$34,146
Contributions and grants received
$65,377
Grants paid
$15,175
Program service revenue
$0
Investment income
$14,095
Other revenue
$0
Total assets, end of year
$647,768
Total liabilities, end of year
$39,318
Net assets or fund balances, end of year
$608,450
Program services expenses (Part IX)
$16,088
Management and general expenses
$10,900
Fundraising expenses
$7,158
Program service expenses (Part III)
$16,088

Program services were 47.1% 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.

  • 1f · All other contributions, gifts and grants

    $65,377

  • 3 · Investment income

    total $14,747 · excluded $14,747

  • 7b · Less cost or other basis and sales expenses

    securities $652

  • 7c · Gain or loss

    securities -$652

  • 7d · Net gain or loss

    total -$652 · excluded -$652

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,175 · program services $7,175

  • 2 · Grants to domestic individuals

    total $8,000 · program services $8,000

  • 11c · Fees: accounting

    total $1,150 · management and general $1,150

  • 11f · Fees: investment management

    total $2,901 · management and general $2,901

  • 12 · Advertising and promotion

    total $555 · fundraising $555

  • 13 · Office expenses

    total $6,073 · management and general $6,073

  • 19 · Conferences, conventions and meetings

    total $736 · management and general $736

  • 24a · Other expenses: MISCELLANEOUS

    total $6,603 · fundraising $6,603

  • 24b · Other expenses: FOOD & CLIENT SUPPLIES

    total $913 · program services $913

  • 24c · Other expenses: DUES, LICENSES, & MEMBE

    total $40 · management and general $40

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $87,047 · end of year $103,326

  • 3 · Pledges and grants receivable

    beginning of year $13,177 · end of year $13,430

  • 11 · Investments: publicly traded securities

    beginning of year $615,212 · end of year $530,821

  • 15 · Other assets

    beginning of year $191 · end of year $191

  • 17 · Accounts payable and accrued expenses

    beginning of year $92

  • 25 · Other liabilities

    beginning of year $59,732 · end of year $39,318

  • 27 · Net assets without donor restrictions

    beginning of year $655,803 · end of year $576,529

  • 28 · Net assets with donor restrictions

    end of year $31,921

Mission and programs · 2022

Mission

THE VALEO FOUNDATION EXISTS TO PROVIDE FINANCIAL SUPPORT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS AT VALEO BEHAVIORAL HEALTH CARE AND VALEO COMMUNITY RESIDENCE PROGRAM TO ENHANCE THE QUALITY OF LIFE FOR FAMILIES IN OUR COMMUNITY.

  • THE VALEO FOUNDATION EXIST TO PROVIDE FINANCIAL SUPPORT FOR MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS AT VALEO BEHAVIORAL HEALTH CARE AND VALEO COMMUNITY RESIDENCE PROGRAM TO ENHANCE QUALITY OF LIFE FOR FAMILIES IN OUR COMMUNITY

    Expenses $16,088 · Grants $15,175

As filed on the 2022 return.

Listed in Part VII

  • Henry Daries

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert Maxwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Cushinberry

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bryson Cyphers

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Allison Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • George Blackwood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tim Swietek

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tyler Levier

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kasie Vandonge

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Esmond Alleyne

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rodney Longhofer

    BOARD MEMBER (THRU NOV/22)

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Rios

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Bugg

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bill Persinger

    RELATED ENTITY CEO

    Total calculated
    $202,635
    From this org
    $0
    From related orgs
    $167,495
    Other
    $35,140
    Hours/week
    2.5 + 42.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,376 related
    Bonus
    $0
    Other
    $0 + $119 related
    Deferred
    $0 + $21,744 related
    Nontaxable benefits
    $0 + $13,396 related
    Filer's total
    $0 + $202,635 related

  • Angela Haggard

    RELATED ENTITY CFO

    Total calculated
    $179,200
    From this org
    $0
    From related orgs
    $138,221
    Other
    $40,979
    Hours/week
    2.5 + 42.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,131 related
    Bonus
    $0
    Other
    $0 + $90 related
    Deferred
    $0 + $5,923 related
    Nontaxable benefits
    $0 + $35,056 related
    Filer's total
    $0 + $179,200 related

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses

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

The filer's explanations (Part III)

PART I, LINE 1A
HUMAN RESOURCE POLICY STATES THAT ANY VALEO BEHAVIORAL HEALTH CARE, INC BENEFIT-ELIGIBLE EMPLOYEE IS A ELIGIBLE TO RECEIVE UP TO 50% OF HIS/HER FITNESS MEMBERSHIP FEES REIMBURSED NOT TO EXCEED $50 PER MONTH.

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202333129349304238

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