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← NATIONAL COUNCIL FOR BEHAVIORAL HEALTH

Form 990 for tax year 2023

Filed by NATIONAL COUNCIL FOR BEHAVIORAL HEALTH.

Totals

Total revenue
$76,651,328
Total expenses
$80,604,654
Contributions and grants received
$21,126,891
Grants paid
$48,000
Program service revenue
$41,224,110
Investment income
$1,873,536
Other revenue
$12,426,791
Total assets, end of year
$76,375,411
Total liabilities, end of year
$9,097,536
Net assets or fund balances, end of year
$67,277,875
Program services expenses (Part IX)
$66,280,564
Management and general expenses
$14,324,090
Fundraising expenses
$0
Program service expenses (Part III)
$66,280,564

Program services were 82.2% 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.

  • 1e · Government grants (contributions)

    $13,833,647

  • 1f · All other contributions, gifts and grants

    $7,293,244

  • 2a · Program service revenue: TRAINING AND SUPPORT

    total $18,909,199 · related or exempt $18,909,199

  • 2b · Program service revenue: CONSULTING SERVICES

    total $6,358,264 · related or exempt $6,358,264

  • 2c · Program service revenue: CONTRACTS

    total $6,015,090 · related or exempt $6,015,090

  • 2d · Program service revenue: REGISTRATION FEES

    total $4,771,123 · related or exempt $4,771,123

  • 2e · Program service revenue: MEMBERSHIP DUES

    total $3,549,597 · related or exempt $3,549,597

  • 2f · All other program service revenue

    total $1,620,837 · related or exempt $1,551,282 · unrelated business $69,555

  • 3 · Investment income

    total $1,588,553 · excluded $1,588,553

  • 5 · Royalties

    total $44,163 · excluded $44,163

  • 7a · Gross sales of assets other than inventory

    securities $9,149,966

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

    securities $8,864,983

  • 7c · Gain or loss

    securities $284,983

  • 7d · Net gain or loss

    total $284,983 · excluded $284,983

  • 10a · Gross sales of inventory

    $17,313,479

  • 10b · Cost of goods sold

    $4,962,463

  • 10c · Net income from sales of inventory

    total $12,351,016 · related or exempt $12,287,600 · unrelated business $63,416

  • 11a · Other revenue: MISCELLANEOUS

    total $31,612 · excluded $31,612

  • 11e · Other revenue, total

    $31,612

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000 · program services $25,000

  • 2 · Grants to domestic individuals

    total $23,000 · program services $23,000

  • 5 · Compensation of officers, directors and key employees

    total $3,364,906 · program services $334,515 · management and general $3,030,391

  • 7 · Other salaries and wages

    total $30,794,469 · program services $26,974,176 · management and general $3,820,293

  • 8 · Pension plan contributions

    total $2,454,737 · program services $2,149,628 · management and general $305,109

  • 9 · Other employee benefits

    total $3,400,855 · program services $2,800,638 · management and general $600,217

  • 10 · Payroll taxes

    total $2,532,525 · program services $2,045,913 · management and general $486,612

  • 11b · Fees: legal

    total $178,581 · management and general $178,581

  • 11c · Fees: accounting

    total $140,440 · management and general $140,440

  • 11d · Fees: lobbying

    total $503,000 · program services $503,000

  • 11f · Fees: investment management

    total $92,966 · program services $92,966

  • 11g · Fees: other

    total $24,960,114 · program services $21,935,877 · management and general $3,024,237

  • 13 · Office expenses

    total $2,322,863 · program services $1,498,255 · management and general $824,608

  • 14 · Information technology

    total $2,165,728 · program services $1,092,832 · management and general $1,072,896

  • 16 · Occupancy

    total $203,613 · program services $157,949 · management and general $45,664

  • 17 · Travel

    total $2,120,089 · program services $1,856,642 · management and general $263,447

  • 19 · Conferences, conventions and meetings

    total $3,451,420 · program services $3,017,744 · management and general $433,676

  • 22 · Depreciation, depletion and amortization

    total $1,262,513 · program services $1,208,356 · management and general $54,157

  • 23 · Insurance

    total $232,444 · program services $232,444

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $375,391 · program services $331,629 · management and general $43,762

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $135,661 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $30,412,232 · end of year $25,040,010

  • 3 · Pledges and grants receivable

    beginning of year $2,319,659 · end of year $2,487,607

  • 4 · Accounts receivable

    beginning of year $6,112,833 · end of year $6,129,176

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $500,000

  • 8 · Inventories for sale or use

    beginning of year $1,926,893 · end of year $1,914,356

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,233,190 · end of year $1,563,130

  • 10a · Land, buildings and equipment: cost or other basis

    $10,350,355

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,268,032

  • 10c · Land, buildings and equipment, net

    beginning of year $3,646,259 · end of year $3,082,323

  • 11 · Investments: publicly traded securities

    beginning of year $26,349,834 · end of year $31,095,482

  • 12 · Investments: other securities

    beginning of year $3,534,947 · end of year $4,535,946

  • 15 · Other assets

    beginning of year $185,537 · end of year $27,381

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,912,676 · end of year $6,965,853

  • 19 · Deferred revenue

    beginning of year $2,823,879 · end of year $2,131,683

  • 25 · Other liabilities

    beginning of year $519,104 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $57,513,744 · end of year $56,850,813

  • 28 · Net assets with donor restrictions

    beginning of year $8,087,642 · end of year $10,427,062

Mission and programs · 2023

Mission

NATIONAL COUNCIL FOR BEHAVIORAL HEALTH DBA NATIONAL COUNCIL FOR MENTAL WELLBEING IS A MEMBERSHIP ORGANIZATION THAT DRIVES POLICY AND SOCIAL CHANGE ON BEHALF OF OVER 3,100 MENTAL HEALTH AND SUBSTANCE USE TREATMENT ORGANIZATIONS AND THE MORE THAN (CONTINUED ON SCHEDULE O) (CONTINUED) 10 MILLION CHILDREN, ADULTS AND FAMILIES THEY SERVE. WE ADVOCATE FOR POLICIES TO ENSURE EQUITABLE ACCESS TO HIGH-QUALITY SERVICES. WE BUILD THE CAPACITY OF MENTAL HEALTH AND SUBSTANCE USE TREATMENT ORGANIZATIONS. AND WE PROMOTE GREATER UNDERSTANDING OF MENTAL WELLBEING AS A CORE COMPONENT OF COMPREHENSIVE HEALTH AND HEALTH CARE. THROUGH OUR MENTAL HEALTH FIRST AID PROGRAM, WE HAVE TRAINED MORE THAN 4 MILLION PEOPLE IN THE U.S. TO IDENTIFY, UNDERSTAND AND RESPOND TO SIGNS AND SYMPTOMS OF MENTAL HEALTH AND SUBSTANCE USE CHALLENGES.

Activities or mission (Part I)

ENSURE EQUITABLE ACCESS TO HIGH-QUALITY MENTAL HEALTH/SUBSTANCE USE TREATMENT FOR ALL PEOPLE.

  • PUBLIC EDUCATION - PUBLIC EDUCATION ACTIVITIES INCLUDING FOCUS ON THE DEVELOPMENT AND DELIVERY OF MENTAL HEALTH FIRST AID USA - A PROGRAM TO HELP PEOPLE LEARN THE SIGNS OF MENTAL ILLNESS AND SUBSTANCE USE DISORDERS AND HOW TO OFFER SUPPORT TO THOSE IN NEED. MORE THAN 3.5 MILLION PEOPLE HAVE BEEN TRAINED IN THE PROGRAM.

    Expenses $25,050,115 · Revenue $36,894,658

  • PRACTICE IMPROVEMENT - PRACTICE IMPROVEMENT ACTIVITIES PROVIDE CUSTOMIZED TRAINING AND SUPPORT TO IMPROVE CLINICAL AND COMMUNITY PRACTICE, ENHANCE WORKFORCE CAPACITY, AND CREATE OPERATIONAL AND FINANCING EFFICIENCIES FOR SPECIALTY BEHAVIORAL AND PRIMARY HEALTHCARE AGENCIES TO DELIVERING HIGH-QUALITY, CULTURALLY AND CLINICALLY-COMPETENT MENTAL HEALTH AND SUBSTANCE USE CARE.

    Expenses $19,400,099

  • EDUCATIONAL AND CONSULTING SERVICES - EDUCATIONAL AND CONSULTING SERVICES OFFER STATE-OF-THE-SCIENCE INFORMATION, RESEARCH, TRAINING, AND EXPERT TECHNICAL ASSISTANCE TO HELP MEMBER ORGANIZATIONS AND OTHER SPECIALTY HEALTHCARE PROVIDER AGENCIES ACHIEVE OPERATIONAL EFFICIENCIES, SHARPEN PRACTICE SKILLS, AND ENRICH THE LIVES OF ADULTS, CHILDREN AND FAMILIES WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. OUR NATIONAL CONFERENCE (NATCON) IS FOCUSED ON MENTAL HEALTH AND SUBSTANCE USE DISORDERS AND WAS HELD IN PERSON APRIL 14-17, 2024 AT THE CONVENTION CENTER IN ST. LOUIS, MISSOURI.

    Expenses $12,995,788 · Revenue $12,941,900

  • PUBLIC POLICY - PUBLIC POLICY ACTIVITIES INCLUDE FIGHTING TO ADVANCE POLICIES THAT EXPAND EQUITABLE ACCESS TO HIGH-QUALITY MENTAL HEALTH AND SUBSTANCE USE TREATMENT SERVICES, WORKING TO ENSURE MENTAL HEALTH AND SUBSTANCE USE TREATMENT ORGANIZATIONS CAN MEET THE NEEDS OF THEIR COMMUNITIES NOW AND IN THE FUTURE. WE ADVOCATE FOR FEDERAL AND STATE FUNDING, NEW AND INNOVATIVE CARE DELIVERY AND PAYMENT MODELS, AND A STRONG MENTAL HEALTH AND SUBSTANCE USE TREATMENT WORKFORCE. BY IMPROVING ACCESS TO LIFESAVING SERVICES, WE CAN MAKE MENTAL WELLBEING - INCLUDING RECOVERY FROM SUBSTANCE USE CHALLENGES - A REALITY FOR EVERYONE.

    Expenses $4,122,431 · Revenue $56,000

  • MEMBERSHIP SERVICES - MEMBERSHIP PROVIDES ACCESS TO A COMPREHENSIVE ARRAY OF TOOLS, RESOURCES, NETWORKS AND CONTENT TO BOOST LEADERSHIP, BUILD WORKFORCE, IMPROVE SERVICE DELIVERY AND INCREASE COMMUNITY IMPACT.

    Expenses $2,363,297 · Grants $48,000 · Revenue $3,549,597

  • MARKETING, COMMUNICATIONS, AND EVENTS (MCE): MCE USES COMMUNICATIONS CHANNELS AND TOOLS TO RAISE AWARENESS AND MAKE MENTAL WELLBEING INCLUDING RECOVERY FROM SUBSTANCE USE CHALLENGES A REALITY FOR EVERYONE. THE DEPARTMENT, WHICH SUPPORTS EVERY FACET OF THE NATIONAL COUNCIL'S INTERNAL AND EXTERNAL COMMUNICATIONS EFFORTS, CREATES PUBLIC RELATIONS, BRANDING, ADVERTISING, SOCIAL MEDIA, MARKETING AND EVENT STRATEGIES THAT ELEVATE BRAND AWARENESS AND HELP STAKEHOLDERS BETTER UNDERSTAND THE NATIONAL COUNCIL'S GOALS, PRIORITIES, SERVICES AND PRODUCTS.

    Expenses $2,348,834

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

Listed in Part VII

  • Charles Ingoglia

    PRESIDENT/CEO

    Total calculated
    $1,063,755
    From this org
    $953,264
    From related orgs
    $0
    Other
    $110,491
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $873,737
    Bonus
    $79,527
    Other
    $0
    Deferred
    $95,044
    Nontaxable benefits
    $15,447
    Filer's total
    $1,063,755
  • Mohini Venkatesh

    CHIEF OF STAFF

    Total calculated
    $459,732
    From this org
    $408,465
    From related orgs
    $0
    Other
    $51,267
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $408,465
    Bonus
    $0
    Other
    $0
    Deferred
    $41,500
    Nontaxable benefits
    $9,767
    Filer's total
    $459,732
  • Readeanna Roepke

    CHIEF OF PROGRAM OFFICER

    Total calculated
    $457,953
    From this org
    $404,167
    From related orgs
    $0
    Other
    $53,786
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $404,167
    Bonus
    $0
    Other
    $0
    Deferred
    $41,492
    Nontaxable benefits
    $12,294
    Filer's total
    $457,953
  • Bruce Pelleu Cfosvp

    FINANCE & ADMIN - UNTIL 07/2024

    Total calculated
    $445,634
    From this org
    $395,540
    From related orgs
    $0
    Other
    $50,094
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $395,540
    Bonus
    $0
    Other
    $0
    Deferred
    $40,327
    Nontaxable benefits
    $9,767
    Filer's total
    $445,634
  • Lena Ballantine Chief

    OF OPERATIONS AND TRANSFORMATION

    Total calculated
    $391,518
    From this org
    $379,224
    From related orgs
    $0
    Other
    $12,294
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $329,224
    Bonus
    $50,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,294
    Filer's total
    $391,518
  • Joseph Parks J

    MEDICAL DIRECTOR

    Total calculated
    $351,385
    From this org
    $315,927
    From related orgs
    $0
    Other
    $35,458
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $304,081
    Bonus
    $11,846
    Other
    $0
    Deferred
    $33,822
    Nontaxable benefits
    $1,636
    Filer's total
    $351,385
  • Sola King

    CHIEF PEOPLE OFFICER

    Total calculated
    $347,052
    From this org
    $301,667
    From related orgs
    $0
    Other
    $45,385
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $301,667
    Bonus
    $0
    Other
    $0
    Deferred
    $33,052
    Nontaxable benefits
    $12,333
    Filer's total
    $347,052
  • Sarah Surgenor

    VP, MARKETING & COMMS

    Total calculated
    $331,610
    From this org
    $287,702
    From related orgs
    $0
    Other
    $43,908
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $287,702
    Bonus
    $0
    Other
    $0
    Deferred
    $31,647
    Nontaxable benefits
    $12,261
    Filer's total
    $331,610
  • Manoj Saxena Chief

    INFORMATION OFFICER - UNTIL 07/2023

    Total calculated
    $313,536
    From this org
    $280,305
    From related orgs
    $0
    Other
    $33,231
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $167,565
    Bonus
    $0
    Other
    $112,740
    Deferred
    $15,036
    Nontaxable benefits
    $18,195
    Filer's total
    $313,536
  • Reyna Singh Taylor

    SR VP, PUBLIC POLICY

    Total calculated
    $306,802
    From this org
    $275,000
    From related orgs
    $0
    Other
    $31,802
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $0
    Other
    $0
    Deferred
    $30,250
    Nontaxable benefits
    $1,552
    Filer's total
    $306,802
  • David Hirsch

    VP, BUSINESS DEVELOPMENT

    Total calculated
    $302,386
    From this org
    $286,437
    From related orgs
    $0
    Other
    $15,949
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $248,787
    Bonus
    $37,650
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,949
    Filer's total
    $302,386
  • William Seto

    CHIEF COMMUNITY OFFICER

    Total calculated
    $163,017
    From this org
    $161,407
    From related orgs
    $0
    Other
    $1,610
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $161,407
    Bonus
    $0
    Other
    $0
    Deferred
    $1,610
    Nontaxable benefits
    $0
    Filer's total
    $163,017
  • Ed Woods

    CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Vitka Eisen

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Heather Gates

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Shauna Reitmeier

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Tim Swinfard

    IMM. PAST CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Debbian Fletcher-Blake

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Joseph Jc Carrica III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Dimitri Cavathas

    BOARD MEMBER - AS OF 07/2024

    Total calculated
    $0
    Hours/week
    2
  • Michael Chavers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Carl Clark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Eric Doeh

    BOARD MEMBER - UNTIL 05/2024

    Total calculated
    $0
    Hours/week
    2
  • Lisa Dominisse

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Grace Hong Duffin

    BOARD MEMBER - UNTIL 05/2024

    Total calculated
    $0
    Hours/week
    2
  • Richard Edley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Mark Fontaine

    BOARD MEMBER - UNTIL 06/2024

    Total calculated
    $0
    Hours/week
    2
  • Arthur Ginsberg

    BOARD MEMBER - UNTIL 12/2023

    Total calculated
    $0
    Hours/week
    2
  • Maria Hadjiyane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Topher Hansen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Le Ondra Clark Harvey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Heather Jefferis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Karin Jeffers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Brigitte Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Lee Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • David Ley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Kyle Kessler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Joan Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Brandy Vandermark-Murray

    BOARD MEMBER - AS OF 07/2024

    Total calculated
    $0
    Hours/week
    2
  • Laureen Pagel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Jin Lee Jinny Palen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Camille Schraeder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Melissa Larkin-Skinner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Sadie Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Richard Whitaker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2
  • Melanie Brown-Woofter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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, LINES 4A-B
DURING THE YEAR ENDED DECEMBER 31, 2023, MANOJ SAXENA (CHIEF INFORMATION OFFICER UNTIL 07/2023) RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $112,740. CHARLIES INGOGLIA (PRESIDENT/CEO), BRUCE PELLEU (CFO/ SVP FINANCE & ADMIN. UNTIL 07/2024), MOHINI VENKATESH (CHIEF OF STAFF), AND READEANNA ROEPKE (CHIEF OF PROGRAM OFFICER) RECEIVED $52,144, $4,027, $5,200, AND $5,192, RESPECTIVELY, IN 457F PLAN CONTRIBUTIONS DURING THE YEAR ENDED DECEMBER 31, 2023.
PART I, LINE 7
BONUSES FOR THE EMPLOYEES LISTED ON PART VII, SECTION A, WERE DETERMINED BASED ON THE DISCRETION OF PRESIDENT/CEO. THE BONUS PAYMENTS FOR THE PRESIDENT/CEO WERE BASED ON AN EMPLOYEE CONTRACT WITH THE BOARD OF DIRECTORS.

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

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NATIONAL SERVICES SYSTEMS INC

    C · MARKETING CONTRACTS · MD · 100% owned · share of assets $302,125 · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202512239349302231

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