Form 990 for tax year 2023

Filed by SOUTH SHORE MENTAL HEALTH CENTER INC.

Totals

Total revenue: $43,157,772
Total expenses: $45,344,762
Contributions and grants received: $54,147
Grants paid: $0
Program service revenue: $42,920,513
Investment income: $183,112
Other revenue: $0
Total assets, end of year: $28,407,923
Total liabilities, end of year: $16,143,771
Net assets or fund balances, end of year: $12,264,152
Program services expenses (Part IX): $38,151,234
Management and general expenses: $7,193,528
Fundraising expenses: $0
Program service expenses (Part III): $38,151,234

Program services were 84.1% 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

$54,147
2a · Program service revenue: Contracts from gov't

total $19,377,493 · related or exempt $19,377,493
2b · Program service revenue: Fee-for Service

total $12,195,096 · related or exempt $12,195,096
2c · Program service revenue: Medicare & Medicaid

total $6,570,803 · related or exempt $6,570,803
2d · Program service revenue: Services to Agencies

total $3,063,961 · related or exempt $3,063,961
2f · All other program service revenue

total $1,713,160 · related or exempt $1,713,160
3 · Investment income

total $138,402 · excluded $138,402
7a · Gross sales of assets other than inventory

securities $1,046,518 · other assets $6,065
7b · Less cost or other basis and sales expenses

securities $993,877 · other assets $13,996
7c · Gain or loss

securities $52,641 · other assets -$7,931
7d · Net gain or loss

total $44,710 · excluded $44,710

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $644,651 · management and general $644,651
7 · Other salaries and wages

total $28,176,448 · program services $25,219,688 · management and general $2,956,760
8 · Pension plan contributions

total $234,900 · program services $183,429 · management and general $51,471
9 · Other employee benefits

total $1,843,566 · program services $1,502,550 · management and general $341,016
10 · Payroll taxes

total $2,419,450 · program services $2,178,912 · management and general $240,538
11b · Fees: legal

total $94,831 · program services $44,968 · management and general $49,863
11c · Fees: accounting

total $92,658 · management and general $92,658
11f · Fees: investment management

total $30,256 · management and general $30,256
11g · Fees: other

total $1,653,122 · program services $1,442,537 · management and general $210,585
12 · Advertising and promotion

total $159,201 · program services $110,219 · management and general $48,982
13 · Office expenses

total $800,015 · program services $625,837 · management and general $174,178
14 · Information technology

total $2,075,161 · program services $938,265 · management and general $1,136,896
16 · Occupancy

total $4,924,444 · program services $4,159,820 · management and general $764,624
17 · Travel

total $386,740 · program services $384,850 · management and general $1,890
19 · Conferences, conventions and meetings

total $71,029 · program services $24,807 · management and general $46,222
20 · Interest

total $7,606 · management and general $7,606
22 · Depreciation, depletion and amortization

total $771,435 · program services $527,000 · management and general $244,435
23 · Insurance

total $65,564 · management and general $65,564
24a · Other expenses: Program Supplies/Equip

total $807,449 · program services $771,215 · management and general $36,234
24b · Other expenses: Dues and Subscriptions

total $78,156 · program services $31,643 · management and general $46,513
24e · All other expenses

total $8,080 · program services $5,494 · management and general $2,586

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,850,504 · end of year $2,410,095
2 · Savings and temporary cash investments

beginning of year $65,666 · end of year $131,102
4 · Accounts receivable

beginning of year $11,942,120 · end of year $4,151,507
9 · Prepaid expenses and deferred charges

beginning of year $531,509 · end of year $620,423
10a · Land, buildings and equipment: cost or other basis

$11,760,917
10b · Land, buildings and equipment: accumulated depreciation

$8,418,082
10c · Land, buildings and equipment, net

beginning of year $3,474,646 · end of year $3,342,835
12 · Investments: other securities

beginning of year $2,390,982 · end of year $6,234,406
14 · Intangible assets

beginning of year $12,264,991 · end of year $10,687,070
15 · Other assets

beginning of year $986,369 · end of year $830,485
17 · Accounts payable and accrued expenses

beginning of year $3,528,940 · end of year $3,366,153
19 · Deferred revenue

beginning of year $2,369,925 · end of year $1,037,523
23 · Secured mortgages and notes payable

beginning of year $931,140 · end of year $903,133
25 · Other liabilities

beginning of year $12,274,766 · end of year $10,836,962
27 · Net assets without donor restrictions

beginning of year $14,402,016 · end of year $12,264,152

Mission and programs · 2023

Mission

Our mission is to make emotional well-being essential to overall health and building a supportive community for all, through effective, integrated care that is tailored to the way those we serve live. Aspire Health Alliance is helping to pioneer a new approach to behavioral health across the lifespan providing a continuum of care that is proactive, coordinated, available through multiple access points and integrated with medical care. Our mission, vision and values highlight our belief that mental health is the foundation of a person's overall health and we work to foster an environment that is safe and supportive and free of judgement or prejudice around mental health.

Activities or mission (Part I)

South Shore Mental Health d/b/a Aspire Health Alliance is a private, non-profit organization providing developmental and behavioral health services across the span of ages from children, teens, adults and seniors. Founded in 1926, we have nearly 550 employees providing early intervention and mental health treatment and recovery programs reaching 5,500 residents across the South Shore of Massachusetts. Our services include outpatient clinics in Braintree, Quincy, Marshfield, and Plymouth. We also offer services along the continuum of care including day treatment, intensive wrap-around services, residential services, and crisis services. Aspire is a state designated Community Behavioral Health Center for our region. In addition, we provide child and family services in the home, school, childcare center, group residence and other community settings.

The Center provided the following services during 2024: Crisis Intervention - adult - 501 encounters; Crisis Intervention - youth - 576 encounters; Crisis Stabilization - 1,856 bed days; Day Treatment Program - 56,042 hours; Dialectical Behavior Therapy - 68 clients; Early Intervention Program - 25,769 hours; Outpatient Services - 82,664 hours; Adult Community Clinical Services (ACCS) - 120,643 bed days; Intensive Community Support - 3,471 bed days.

Expenses $38,151,234 · Revenue $42,920,513

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

Listed in Part VII

Paul G Curtis

Chairperson

Total calculated

$0

Hours/week

1.8
Chris Fitzgerald

Past Chairperson

Total calculated

$0

Hours/week

0.7
Kelly K Largey

Vice Chairperson

Total calculated

$0

Hours/week

1.3
Robert P Murray

Clerk

Total calculated

$0

Hours/week

0.7
Joy Kingsbury

Director (Until 10/23)

Total calculated

$0

Hours/week

0
Nadja Lopez

Director

Total calculated

$0

Hours/week

0.3
Anna Marie McReynolds

Director

Total calculated

$0

Hours/week

0.2
Gene O'Neill

Director

Total calculated

$0

Hours/week

0.6
Lauren Payne

Director (Eff. 1/24)

Total calculated

$0

Hours/week

0.4
William J Phelan

Director

Total calculated

$0

Hours/week

0.4
George A Rodriguez

Director (Until 5/24)

Total calculated

$0

Hours/week

0.1
Sandra Slavet

Director

Total calculated

$0

Hours/week

0.5
Toiya L Taylor

Director

Total calculated

$0

Hours/week

0.2
Pamela D Whelton

Director

Total calculated

$0

Hours/week

1.4
Janice Sullivan

Interim President/CEO (Eff. 9/23)

Total calculated

$233,275

From this org

$206,490

From related orgs

$0

Other

$26,785

Hours/week

50

Schedule J breakdown matched by us

Base

$185,356

Bonus

$14,000

Other

$7,134

Deferred

$242

Nontaxable benefits

$26,543

Filer's total

$233,275
Antony Sheehan

President/CEO (Until 9/23)

Total calculated

$327,788

From this org

$301,141

From related orgs

$0

Other

$26,647

Hours/week

50

Schedule J breakdown matched by us

Base

$240,713

Bonus

$40,000

Other

$20,428

Deferred

$2,700

Nontaxable benefits

$23,947

Filer's total

$327,788
Minghui Johnson

Treasurer/CFO

Total calculated

$274,542

From this org

$256,071

From related orgs

$0

Other

$18,471

Hours/week

50

Schedule J breakdown matched by us

Base

$228,431

Bonus

$18,000

Other

$9,640

Deferred

$3,000

Nontaxable benefits

$15,471

Filer's total

$274,542
Dr Andres Chaparro Rincon

Medical Director

Total calculated

$355,614

From this org

$351,114

From related orgs

$0

Other

$4,500

Hours/week

40

Schedule J breakdown matched by us

Base

$329,593

Bonus

$20,000

Other

$1,521

Deferred

$3,000

Nontaxable benefits

$1,500

Filer's total

$355,614
Kristen Woodbury

Chief Operating Officer

Total calculated

$238,512

From this org

$237,111

From related orgs

$0

Other

$1,401

Hours/week

40

Schedule J breakdown matched by us

Base

$215,010

Bonus

$17,000

Other

$5,101

Deferred

$1,401

Nontaxable benefits

$0

Filer's total

$238,512
Shawn Fernandes

Chief Info and Admin Officer

Total calculated

$233,976

From this org

$230,976

From related orgs

$0

Other

$3,000

Hours/week

40

Schedule J breakdown matched by us

Base

$209,227

Bonus

$16,000

Other

$5,749

Deferred

$3,000

Nontaxable benefits

$0

Filer's total

$233,976
Marybeth Hasenfuss

Chief Human Resources Officer

Total calculated

$247,717

From this org

$220,368

From related orgs

$0

Other

$27,349

Hours/week

40

Schedule J breakdown matched by us

Base

$180,084

Bonus

$31,133

Other

$9,151

Deferred

$3,158

Nontaxable benefits

$24,191

Filer's total

$247,717
Lani Nicholson

Director of Child Psychiatry

Total calculated

$237,263

From this org

$198,909

From related orgs

$0

Other

$38,354

Hours/week

36

Schedule J breakdown matched by us

Base

$196,557

Bonus

$0

Other

$2,352

Deferred

$0

Nontaxable benefits

$38,354

Filer's total

$237,263

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 · Compensation committee
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan
7 · Other non-fixed payments

Answered no

4a · Severance or change-of-control payment
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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b: Line 4b) The current Treasurer / CFO participate in a 457(b) deferred compensation plan.
Part I, Line 7: Bonuses paid to other senior leaders were agreed by the CEO based on criteria and evaluation of individual performance.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Southeast Community Partnership LLC

Related · Behavioral health community partner services · MA · 50% owned · share of income -$882 · share of assets $35,326

Provenance

Return type: form_990
Tax year: 2023
Filed: 18 February 2025
IRS schema version: 2023v6.0
Source object: 202530559349301543

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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