Form 990 for tax year 2022
Filed by MENTAL HEALTH ASSOCIATION IN TULSA INC.
Totals
- Total revenue
- $18,658,208
- Total expenses
- $16,819,354
- Contributions and grants received
- $18,334,531
- Grants paid
- $2,130,968
- Program service revenue
- $1,215,886
- Investment income
- $53,992
- Other revenue
- -$946,201
- Total assets, end of year
- $80,876,645
- Total liabilities, end of year
- $4,531,223
- Net assets or fund balances, end of year
- $76,345,422
- Program services expenses (Part IX)
- $12,843,005
- Management and general expenses
- $3,569,085
- Fundraising expenses
- $407,264
- Program service expenses (Part III)
- $12,843,005
Program services were 76.4% 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
$621,223
-
1c · Fundraising events
$879,885
-
1e · Government grants (contributions)
$10,352,847
-
1f · All other contributions, gifts and grants
$6,480,576
-
2a · Program service revenue: Other Program Income
total $167,242 · related or exempt $167,242
-
2b · Program service revenue: Program Related Rental
total $1,048,644 · related or exempt $1,048,644
-
3 · Investment income
total $53,992 · excluded $53,992
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $7,101,732
-
6b · Less rental expenses
real property $8,131,282
-
6c · Rental income or loss
real property -$1,029,550
-
6d · Net rental income or loss
total -$1,029,550 · related or exempt -$1,029,550
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$244,074
-
8a · Fundraising events: contributions included on line 1c
$879,885
-
8b · Fundraising events: direct expenses
$315,880
-
8c · Net income from fundraising events
total -$71,806 · excluded -$71,806
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $155,155 · related or exempt $155,155
-
11e · Other revenue, total
$155,155
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $2,130,968 · program services $2,130,968
-
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 $743,572 · program services $537,681 · management and general $185,063 · fundraising $20,828
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $5,175,199 · program services $3,443,266 · management and general $1,564,725 · fundraising $167,208
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $879,661 · program services $589,498 · management and general $261,830 · fundraising $28,333
-
10 · Payroll taxes
total $455,775 · program services $298,717 · management and general $140,961 · fundraising $16,097
-
11a · Fees: management
total $833,698 · program services $423,261 · management and general $410,437
-
11b · Fees: legal
total $135,313 · program services $64,832 · management and general $70,481
-
11c · Fees: accounting
total $294,078 · program services $288,728 · management and general $5,350
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $777,720 · program services $498,759 · management and general $278,961
-
17 · Travel
total $252,014 · program services $211,163 · management and general $40,851
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $107,472 · program services $88,465 · management and general $19,007
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $102,096 · program services $9,135 · management and general $92,961
-
23 · Insurance
total $0
-
24a · Other expenses: Repairs & Maintenance
total $3,275,207 · program services $3,250,275 · management and general $24,932
-
24b · Other expenses: Communications
total $466,473 · program services $159,462 · management and general $307,011
-
24c · Other expenses: Special Assistance
total $464,816 · program services $464,413 · management and general $403
-
24d · Other expenses: Supplies
total $267,796 · program services $267,796
-
24e · All other expenses
total $457,496 · program services $116,586 · management and general $166,112 · fundraising $174,798
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,463,846 · end of year $6,513,384
-
2 · Savings and temporary cash investments
beginning of year $240,726 · end of year $253,032
-
3 · Pledges and grants receivable
beginning of year $3,195,432 · end of year $2,084,161
-
4 · Accounts receivable
beginning of year $975,823 · end of year $2,643,315
-
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 $438,304 · end of year $1,126,403
-
10a · Land, buildings and equipment: cost or other basis
$80,977,597
-
10b · Land, buildings and equipment: accumulated depreciation
$17,154,891
-
10c · Land, buildings and equipment, net
beginning of year $58,233,245 · end of year $63,822,706
-
11 · Investments: publicly traded securities
beginning of year $3,340,858 · end of year $3,848,927
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $2,592,752 · end of year $584,717
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $836,650 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $681,342 · end of year $2,787,635
-
19 · Deferred revenue
beginning of year $471,041 · end of year $1,743,588
-
27 · Net assets without donor restrictions
beginning of year $68,949,364 · end of year $70,129,533
-
28 · Net assets with donor restrictions
beginning of year $6,215,889 · end of year $6,215,889
Mission and programs · 2022
Mission
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.
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
-
UTILIZING A DEBT-FREE HOUSING DEVELOPMENT MODEL, MENTAL HEALTH ASSOCIATION OKLAHOMA OWNS 24 AFFORDABLE HOUSING PROPERTIES IN 22 NEIGHBORHOODS ACROSS THE CITY OF TULSA AND IN OKLAHOMA CITY. ON ANY GIVEN NIGHT, OUR PORTFOLIO PROVIDES SAFE, DECENT, AND AFFORDABLE HOUSING TO MORE THAN 2,500 INDIVIDUALS AND/OR FAMILY MEMBERS. THIS INCLUDES PROVIDING HOUSING FOR HUNDREDS OF PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS AND HAVE A MENTAL ILLNESS, SUBSTANCE ABUSE DISORDER, AND/OR CO-OCCURRING DISORDER. AS A RESULT OF THE SUPPORTIVE HOUSING MODEL PROVIDED BY OUR AGENCY, MANY INDIVIDUALS SUCCESSFULLY REINTEGRATE BACK INTO THE COMMUNITY AND ARE ONCE AGAIN LIVING AS PRODUCTIVE AND CONTRIBUTING MEMBERS OF THEIR SOCIETY. TO ADD, THE ASSOCIATION ALSO OFFERS AN ARRAY OF SERVICES AND SUPPORTS TO HELP INDIVIDUALS SUSTAIN AND MAINTAIN HOUSING. SUCH SUPPORTS INCLUDE CASE MANAGEMENT SERVICESDESIGNED TO IDENTIFY RESIDENT'S GOALS AND WORK WITH THEM TO ACHIEVE THOSE GOALS, EMPLOYMENT SERVICES DESIGNED TO LINK PROGRAM PARTICIPANTS WITH EMPLOYMENT OPTIONS IN THE COMMUNITY THAT MEET THEIR SKILLS AND INTERESTS, PEER SUPPORTS DESIGNED TO PROVIDE ASSISTANCE AND SUPPORT FOR PEOPLE WHO HAVE EXPERIENCED HOMELESSNESS, MENTAL ILLNESS, AND/OR SUBSTANCE ABUSE DISORDERS FOR THE SAME POPULATION, AND COMMUNITY INTEGRATION OPPORTUNITIES DESIGNED TO EMPOWER PEOPLE TOWARD DEVELOPING HEALTHY SOCIAL NETWORKS.
Expenses $9,313,288 · Grants $1,673,262 · Revenue $1,048,644
-
IN ADDITION, THE ASSOCIATION DELIVERS A WIDE VARIETY OF RECOVERY SUPPORT SERVICES FOR INDIVIDUALS WITH MENTAL ILLNESS AND CO-OCCURRING DISORDERS TO IDENTIFY NEEDS AND PROVIDE CASE MANAGEMENT, PEER SOCIALIZATION, AND ACCESS TO BASIC NEEDS AS REQUESTED BY RECIPIENTS OF SERVICES, (I.E., FOOD, CLOTHING, LEGAL AID, ETC.) THE ASSOCIATION'S RECOVERY PROGRAMS ALSO EMPLOY INDIVIDUALS (PEER SPECIALISTS) WHO ARE UNIQUELY QUALIFIED BASED ON THEIR "PERSONAL" EXPERIENCE WITH MENTAL ILLNESS TO CONNECT WITH AND SERVE PROGRAM PARTICIPANTS. PEER SPECIALISTS WORK WITH INDIVIDUALS THROUGH OUR DROP-IN CENTERS, PEER OUTREACH SERVICES, AND CREATING CONNECTIONS PROGRAM, WHICH ARE ALL DESIGNED TO DEVELOP RELATIONSHIPS, IDENTIFY NEEDS, AND PROVIDE THE NECESSARY SUPPORTS AND SERVICES TO ADDRESS THE MULTIFACETED NEEDS THAT OUR CLIENT BASE OFTEN PRESENTS WITH.
Expenses $1,596,886 · Grants $375,214 · Revenue $1,294,992
-
IN ITS EDUCATION AND ADVOCACY PROGRAM, THE ASSOCIATION ASSISTS INDIVIDUALS WITH NAVIGATING COMMUNITY RESOURCES SURROUNDING MENTAL HEALTH AND HOMELESSNESS. THE ASSOCIATION PROVIDES SUICIDE PREVENTION TRAININGS, MENTAL HEALTH TRAININGS, AND YOUTH SCREENINGS. THE ASSOCIATION SEEKS TO CREATE ATTAINABLE AND SUSTAINABLE IMPROVEMENTS IN THE POLICIES AND PRACTICES THAT IMPACT OKLAHOMANS AFFECTED BY MENTAL ILLNESS. THE ASSOCIATION PROVIDES A NEUTRAL TABLE AROUND WHICH INDIVIDUALS WHO ACCESS MENTAL HEALTH SERVICES, INCLUDING FAMILIES, PROFESSIONALS, AND COMMUNITY LEADERS, CAN MEET TO DISCUSS SYSTEMIC PROBLEMS AND DEVELOP CREATIVE, MUTUALLY BENEFICIAL STRATEGIES FOR ADDRESSING THEM.
Expenses $1,237,634 · Grants $22,801 · Revenue $209,662
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Terri L White
CEO
- Total calculated
- $266,957
- From this org
- $266,957
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,957
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $266,957
-
Mark A Davis
CPO
- Total calculated
- $117,182
- From this org
- $111,344
- From related orgs
- $0
- Other
- $5,838
- Hours/week
- 40
-
Selena Stockley
CAO
- Total calculated
- $115,712
- From this org
- $109,874
- From related orgs
- $0
- Other
- $5,838
- Hours/week
- 40
-
Gregory A Shinn
CHO
- Total calculated
- $115,587
- From this org
- $109,749
- From related orgs
- $0
- Other
- $5,838
- Hours/week
- 40
-
Jessica Phillips
CFO
- Total calculated
- $112,272
- From this org
- $112,272
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
David Dirkschneider
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Mary Burchett
President
- Total calculated
- $0
- Hours/week
- 1
-
Michael Madsen
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly D Green
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Patrick Aguilar
Director
- Total calculated
- $0
- Hours/week
- 1
-
Reggie Ivey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Emily Brandenburg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dani Byrd
Director
- Total calculated
- $0
- Hours/week
- 1
-
Samuel P Clancy
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Gammie
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alyssa Grooms
Director
- Total calculated
- $0
- Hours/week
- 1
-
Reggie Ivey
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Joyce
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Kendall
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
President-Elect
- Total calculated
- $0
- Hours/week
- 1
-
Max Parker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tim Roberts
Director
- Total calculated
- $0
- Hours/week
- 1
-
Laura Ross-White
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Schroeder
Director
- Total calculated
- $0
- Hours/week
- 1
-
WKent Sheets
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wendy Thompson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brooke Townsend
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lori Wharton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carmen White Janek
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.
-
Yale Apartments
Excluded · Housing · OK · 53.41% owned · share of income -$244,888 · share of assets $2,350,130 · general or managing partner
Directly controlled by Mental Health Associ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349309368
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