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Nonprofiteer
← GEORGE WEST MENTAL HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by GEORGE WEST MENTAL HEALTH FOUNDATION INC.

Totals

Total revenue
$30,442,547
Total expenses
$31,244,519
Contributions and grants received
$4,598,816
Grants paid
$2,000,420
Program service revenue
$24,234,200
Investment income
$1,552,836
Other revenue
$56,695
Total assets, end of year
$101,867,785
Total liabilities, end of year
$3,242,614
Net assets or fund balances, end of year
$98,625,171
Program services expenses (Part IX)
$23,024,363
Management and general expenses
$7,104,359
Fundraising expenses
$1,115,797
Program service expenses (Part III)
$23,024,363

Program services were 73.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK W TIPTON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • TY SMITH

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • MICHELLE SULLIVAN

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • PATTY REID

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • REV JOANNA ADAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • BROOKS BARGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • CINDY FERGUSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • SHAYAN HUSSAIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • BERNARD GRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • RAND GLENN HAGEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JIM KERR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM MCDONALD MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JAMES JIM HOWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM E BILLY HUGER III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • HUGH M DON INMAN JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • TOM BELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • LIZ BLAKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • TIMOTHY JEFFERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • BETTS LOVE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • MELISSA LOWE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JAY D MITCHELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ANDREA MONTAG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • JEFFREY S MUIR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • SHARMILA PRABHU

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ANDREA ROLLINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ARJUN SRINIVASAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • WILLIAM STENGEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • BROOKE WEINMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • LESLIE WIERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ROBERT WYNNE JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • ELIZABETH E FINNERTY

    PRESIDENT/CEO

    Total calculated
    $524,201
    From this org
    $484,670
    From related orgs
    $0
    Other
    $39,531
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $461,670
    Bonus
    $0
    Other
    $23,000
    Deferred
    $22,618
    Nontaxable benefits
    $16,913
    Filer's total
    $524,201
  • MARY BLUMSTEIN

    VICE PRESIDENT OF FINANCE

    Total calculated
    $213,511
    From this org
    $206,717
    From related orgs
    $0
    Other
    $6,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,717
    Bonus
    $0
    Other
    $0
    Deferred
    $6,200
    Nontaxable benefits
    $594
    Filer's total
    $213,511
  • BEN HUNTER

    CMO

    Total calculated
    $443,317
    From this org
    $423,714
    From related orgs
    $0
    Other
    $19,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,964
    Bonus
    $50,000
    Other
    $12,750
    Deferred
    $10,350
    Nontaxable benefits
    $9,253
    Filer's total
    $443,317
  • ADAM MEADOWS

    PHYSICIAN

    Total calculated
    $329,015
    From this org
    $306,158
    From related orgs
    $0
    Other
    $22,857
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,908
    Bonus
    $0
    Other
    $2,250
    Deferred
    $4,838
    Nontaxable benefits
    $18,019
    Filer's total
    $329,015
  • ANN MARIE DECKER FREDERICK

    PHYSICIAN

    Total calculated
    $292,279
    From this org
    $266,355
    From related orgs
    $0
    Other
    $25,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,555
    Bonus
    $0
    Other
    $1,800
    Deferred
    $8,578
    Nontaxable benefits
    $17,346
    Filer's total
    $292,279
  • CHRISTOPHER CLINE

    SVP CLINICAL SERVICES

    Total calculated
    $236,102
    From this org
    $220,550
    From related orgs
    $0
    Other
    $15,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,987
    Bonus
    $0
    Other
    $563
    Deferred
    $6,728
    Nontaxable benefits
    $8,824
    Filer's total
    $236,102
  • BELINDA MONTOYA

    PHYSICIAN

    Total calculated
    $317,272
    From this org
    $299,987
    From related orgs
    $0
    Other
    $17,285
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,737
    Bonus
    $0
    Other
    $2,250
    Deferred
    $9,116
    Nontaxable benefits
    $8,169
    Filer's total
    $317,272

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 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 6
BONUS POLICY IS EFFECTIVE UPON HITTING OPERATING MARGIN AND KEY PERFOMANCE INDICATORS. THE BONUS IS A SET AMOUNT NOT BASED UPON THE ACTUAL OPERATING MARGIN - NO BONUSES PAID IN 2024.
PART I, LINE 7
SKYLAND TRAIL HAS AN INCENTIVE COMPENSATION PLAN WHICH EMPHASIZES MEETING THE ANNUAL ORGANIZATIONAL STRATEGIC OBJECTIVES ALSO KNOWN AS KEY PERFORMANCE INDICATORS (KPI), WHILE ALSO FOCUSING ON INCREASING REVENUES AND DECREASING EXPENSES. EXECUTIVES WHO ACTIVELY PARTICIPATE ON THE LEADERSHIP TEAM IN A DECISION-MAKING CAPACITY AND WHOSE PERFORMANCE CAN INFLUENCE BOTTOM LINE RESULTS ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. UPON ACHIEVEMENT OF THE ORGANIZATIONAL GOALS, LEADERSHIP STAFF WILL PARTICIPATE IN THE NON-FIXED PAYMENT SHARING POOL AS DETERMINED ANNUALLY BY THE COMPENSATION COMMITTEE. THE INCENTIVE COMPENSATION PLAN IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS INCLUDING THOSE KEY PERFORMANCE INDICATORS IN OPERATIONS, FINANCE, QUALITY OF CARE, AND CUSTOMER SATISFACTION.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UNIFIED CLAIRMONT

    MENTAL HEALTH · GA · income $0 · assets $0

    Directly controlled by GEORGE WEST MENTAL HEALTH FOUNDATION INC

  • GLENN FAMILY WELLNESS CLINIC LLC

    PRIMARY CARE · GA · income $584,951 · assets $813,848

    Directly controlled by GEORGE WEST MENTAL HEALTH FOUNDATION INC

  • SKYLAND TRAIL H1

    MENTAL HEALTH · GA · income $0 · assets $0

    Directly controlled by GEORGE WEST MENTAL HEALTH FOUNDATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
21 July 2025
IRS schema version
2024v5.2
Source object
202522029349301437

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