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Nonprofiteer
← OAKLAWN FOUNDATION FOR MENTAL HEALTH INC

Form 990 for tax year 2023

Filed by OAKLAWN FOUNDATION FOR MENTAL HEALTH INC.

Totals

Total revenue
$1,644,338
Total expenses
$810,840
Contributions and grants received
$1,579,137
Grants paid
$755,788
Program service revenue
$0
Investment income
$96,477
Other revenue
-$31,276
Total assets, end of year
$5,426,551
Total liabilities, end of year
$230,911
Net assets or fund balances, end of year
$5,195,640
Program services expenses (Part IX)
$755,788
Management and general expenses
$0
Fundraising expenses
$55,052
Program service expenses (Part III)
$755,788

Program services were 93.2% 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.

  • 1c · Fundraising events

    $113,103

  • 1f · All other contributions, gifts and grants

    $1,466,034

  • 3 · Investment income

    total $77,884 · excluded $77,884

  • 7a · Gross sales of assets other than inventory

    securities $3,801,844

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

    securities $3,783,251

  • 7c · Gain or loss

    securities $18,593

  • 7d · Net gain or loss

    total $18,593 · excluded $18,593

  • 8a · Fundraising events: gross income

    $19,219

  • 8a · Fundraising events: contributions included on line 1c

    $113,103

  • 8b · Fundraising events: direct expenses

    $50,495

  • 8c · Net income from fundraising events

    total -$31,276 · excluded -$31,276

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $755,788 · program services $755,788

  • 24a · Other expenses: CAPITAL CAMPAIGN EXPENS

    total $53,939 · fundraising $53,939

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $1,113 · fundraising $1,113

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,071,569 · end of year $1,587,636

  • 3 · Pledges and grants receivable

    end of year $418,856

  • 4 · Accounts receivable

    beginning of year $244,221 · end of year $33,333

  • 11 · Investments: publicly traded securities

    beginning of year $2,422,922 · end of year $2,779,357

  • 12 · Investments: other securities

    beginning of year $551,305 · end of year $607,369

  • 17 · Accounts payable and accrued expenses

    beginning of year $101,853 · end of year $230,911

  • 19 · Deferred revenue

    beginning of year $81,229 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,181,042 · end of year $2,228,476

  • 28 · Net assets with donor restrictions

    beginning of year $2,925,893 · end of year $2,967,164

Mission and programs · 2023

Mission

TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC.

Activities or mission (Part I)

TO PROVIDE COMMUNITY AWARENESS OF THE NEEDS OF THE MENTALLY ILL AND TO PROVIDE EDUCATIONAL AND [CONTINUE FROM PART I, LINE 1] FINANCIAL SUPPORT FOR THE PROGRAMS AND SERVICES OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC.

  • THE FOUNDATION GRANTED A TOTAL OF $755,788 TO THE OPERATIONAL SUPPORT OF ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER, INC. INCLUDING THE FOLLOWING:OTHER PROGRAM SUPPORT: $305,583CAMP MARIPOSA: $148,672PARTNERSHIP FOR CHILDREN: $248,002SYSTEM OF CARE: $53,531

    Expenses $755,788 · Grants $755,788

  • THE ORGANIZATION SEEKS TO BUILD AWARENESS AND BRING RESOURCES TO THE COMMUNITY BY ASSISTING IN THE FUNDING AND ORGANIZING OF COMMUNITY LEARNING EVENTS. DURING THE PAST YEAR THE EVENT INCLUDED THE FOLLOWING:SPRING EVENT OAKLAWN'S GOT TALENT

As filed on the 2023 return.

Listed in Part VII

  • Lynn Morris

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Lucas Landis

    VICE PRES. & TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Susan Bartush

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Christina Clauss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Minda Clemens

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Angela Eggering

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Jason Hertel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Craig Heatherly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • George Nickell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Marissa Odom

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Michelle Peters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Chad Stoltzfus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Don Stohler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Glenn Stutzman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Phil Tom

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • John Vermeesch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Patty Yates

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Anderson

    BOARD MEMBER PARTIAL TERM

    Total calculated
    $0
    Hours/week
    0.5

  • David Zwier

    BOARD MEMBER PARTIAL TERM

    Total calculated
    $0
    Hours/week
    0.5

  • Laurie Nafziger

    CEO/BOARD MEMBER

    Total calculated
    $341,621
    From this org
    $0
    From related orgs
    $289,212
    Other
    $52,409
    Hours/week
    0.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,927 related
    Bonus
    $0
    Other
    $0 + $19,285 related
    Deferred
    $0 + $7,278 related
    Nontaxable benefits
    $0 + $45,131 related
    Filer's total
    $0 + $341,621 related

  • Kari Tarman

    EXEC. DIRECTOR

    Total calculated
    $87,076
    From this org
    $0
    From related orgs
    $66,617
    Other
    $20,459
    Hours/week
    24 + 16 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

None.

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)

FORM 990, SCHEDULE J, PART I, QUESTIONS REGARDING COMPENSATION:
THE FILING ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUALS LISTED ON SCHEDULE J. THE INDIVIDUALS' COMPENSATION IS DETERMINED BY ITS AFFILIATE, OAKLAWN PSYCHIATRIC CENTER (OPC). OPC USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349300634

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