← GEORGE WEST MENTAL HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by GEORGE WEST MENTAL HEALTH FOUNDATION INC.

Totals

Total revenue: $48,083,929
Total expenses: $29,738,389
Contributions and grants received: $25,066,246
Grants paid: $2,538,752
Program service revenue: $24,083,437
Investment income: -$1,106,423
Other revenue: $40,669
Total assets, end of year: $101,878,415
Total liabilities, end of year: $3,240,163
Net assets or fund balances, end of year: $98,638,252
Program services expenses (Part IX): $22,747,509
Management and general expenses: $5,976,889
Fundraising expenses: $1,013,991
Program service expenses (Part III): $22,747,509

Program services were 76.5% 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

$1,207,459
1f · All other contributions, gifts and grants

$23,858,787
1g · Noncash contributions included above

$11,325,605
2a · Program service revenue: RESIDENTIAL

total $20,926,718 · related or exempt $20,926,718
2b · Program service revenue: DAY TREATMENT

total $1,802,424 · related or exempt $1,802,424
2c · Program service revenue: PHYSICIAN SERVICES

total $575,887 · related or exempt $575,887
2d · Program service revenue: TRANSITIONAL HOUSING

total $437,431 · related or exempt $437,431
2e · Program service revenue: PRIMARY CARE CLINIC

total $340,977 · related or exempt $340,977
3 · Investment income

total $877,116 · excluded $877,116
6a · Gross rents

real property $150
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $150
6d · Net rental income or loss

total $150 · excluded $150
7a · Gross sales of assets other than inventory

securities $6,433,398
7b · Less cost or other basis and sales expenses

securities $8,416,937
7c · Gain or loss

securities -$1,983,539
7d · Net gain or loss

total -$1,983,539 · excluded -$1,983,539
8a · Fundraising events: gross income

$293,726
8a · Fundraising events: contributions included on line 1c

$1,207,459
8b · Fundraising events: direct expenses

$293,726
8c · Net income from fundraising events

total $0
11a · Other revenue: CAFETERIA REVENUE

total $31,920 · related or exempt $31,920
11b · Other revenue: OTHER REVENUE

total $8,599 · related or exempt $8,599
11e · Other revenue, total

$40,519

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $2,538,752 · program services $2,538,752
5 · Compensation of officers, directors and key employees

total $1,245,441 · program services $928,332 · management and general $253,436 · fundraising $63,673
7 · Other salaries and wages

total $14,546,165 · program services $10,842,468 · management and general $2,960,012 · fundraising $743,685
8 · Pension plan contributions

total $283,646 · program services $211,425 · management and general $57,719 · fundraising $14,502
9 · Other employee benefits

total $1,247,172 · program services $929,621 · management and general $253,788 · fundraising $63,763
10 · Payroll taxes

total $1,082,064 · program services $806,552 · management and general $220,190 · fundraising $55,322
11b · Fees: legal

total $40,028 · program services $20,602 · management and general $19,426
11c · Fees: accounting

total $34,744 · program services $17,883 · management and general $16,861
11f · Fees: investment management

total $93,572 · management and general $93,572
11g · Fees: other

total $2,254,310 · program services $1,160,287 · management and general $1,094,023
12 · Advertising and promotion

total $289,831 · program services $4,447 · management and general $279,674 · fundraising $5,710
13 · Office expenses

total $297,421 · program services $183,386 · management and general $100,475 · fundraising $13,560
14 · Information technology

total $318,737 · program services $196,529 · management and general $107,676 · fundraising $14,532
16 · Occupancy

total $1,337,918 · program services $1,131,913 · management and general $189,476 · fundraising $16,529
17 · Travel

total $123,548 · program services $89,302 · management and general $34,150 · fundraising $96
19 · Conferences, conventions and meetings

total $95,984 · program services $59,183 · management and general $32,425 · fundraising $4,376
22 · Depreciation, depletion and amortization

total $1,678,615 · program services $1,565,622 · management and general $110,739 · fundraising $2,254
23 · Insurance

total $327,288 · program services $222,014 · management and general $98,700 · fundraising $6,574
24a · Other expenses: NUTRITIONAL EXPENSE

total $1,278,371 · program services $1,251,530 · management and general $20,434 · fundraising $6,407
24b · Other expenses: SUPPLIES

total $600,264 · program services $587,661 · management and general $9,595 · fundraising $3,008
24c · Other expenses: BAD DEBT EXPENSE

total $24,518 · management and general $24,518

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $14,135,884 · end of year $13,610,576
3 · Pledges and grants receivable

beginning of year $186,673 · end of year $7,536,742
4 · Accounts receivable

beginning of year $2,946,488 · end of year $3,857,006
9 · Prepaid expenses and deferred charges

beginning of year $247,649 · end of year $272,353
10a · Land, buildings and equipment: cost or other basis

$59,618,274
10b · Land, buildings and equipment: accumulated depreciation

$16,717,701
10c · Land, buildings and equipment, net

beginning of year $42,096,002 · end of year $42,900,573
11 · Investments: publicly traded securities

beginning of year $19,422,761 · end of year $30,349,776
15 · Other assets

beginning of year $3,348,646 · end of year $3,351,389
17 · Accounts payable and accrued expenses

beginning of year $2,676,475 · end of year $1,962,408
19 · Deferred revenue

beginning of year $626,260 · end of year $986,725
25 · Other liabilities

beginning of year $291,030 · end of year $291,030
27 · Net assets without donor restrictions

beginning of year $69,002,858 · end of year $69,398,820
28 · Net assets with donor restrictions

beginning of year $9,787,480 · end of year $29,239,432

Mission and programs · 2023

Mission

SKYLAND TRAIL INSPIRES PEOPLE WITH MENTAL ILLNESS TO THRIVE THROUGH A HOLISTIC PROGRAM OF EVIDENCE-BASED PSYCHIATRIC TREATMENT, INTEGRATED MEDICAL CARE, RESEARCH, AND EDUCATION.

RESIDENTIAL TREATMENT: RESIDENTIAL TREATMENT SERVICES OFFER GRADUATED LEVELS OF CARE THAT ARE APPROPRIATE FOR INDIVIDUALS LEAVING AN ACUTE CARE FACILITY WHO ARE NOT READY FOR COMMUNITY REINTEGRATION. RESIDENTIAL COMMUNITIES ARE LICENSED BY THE STATE OF GEORGIA, ACCREDITED BY THE JOINT COMMISSION, AND ARE UNLOCKED VOLUNTARY FACILITIES. LICENSED NURSING STAFF IS ONSITE 24/7. SPECIALIZED AND RESPECTFUL MENTAL HEALTH RESIDENTIAL TREATMENT FACILITIES OFFER AGE-APPROPRIATE SOCIALIZATION AND SUPPORT. EMERGING AND COLLEGE-AGE ADULTS AGES 18 TO 25 STAY IN OUR 32-BED YOUNG ADULT TREATMENT CENTER ON THE ROLLINS CAMPUS. ADULTS AGES 26 AND OLDER BEGIN TREATMENT AT SKYLAND TRAIL SOUTH RESIDENTIAL CAMPUS. ADOLESCENTS 14-17 YEAR OLD RECEIVE TREATMENT AT THE J REX FUQUA ADOLESCENT CAMPUS. ALL ADMITTING CLIENTS ARE REQUIRED TO BE COVID TESTED AT ADMISSION.

Expenses $11,288,990 · Grants $2,187,866 · Revenue $20,926,718
DAY TREATMENT: MOST SKYLAND TRAIL CLIENTS BEGIN IN THE RESIDENTIAL TREATMENT PROGRAM AND "STEP DOWN" TO THE NON-RESIDENTIAL DAY TREATMENT PROGRAM AS THEY MAKE PROGRESS TOWARD THEIR RECOVERY GOALS. SOME ADULT CLIENTS ADMIT DIRECTLY TO DAY TREATMENT. DAY TREATMENT CLIENTS PARTICIPATE IN A FULL SCHEDULE OF INDIVIDUAL AND GROUP SESSIONS TO HELP THEM ACHIEVE THEIR RECOVERY GOALS. EVIDENCE-BASED GROUP THERAPY SESSIONS INCLUDE PSYCHOTHERAPY, EDUCATION AND ADJUNCTIVE THERAPY GROUP SESSIONS. NON-RESIDENTIAL CLIENTS TRANSITIONED TO VIRTUAL THERAPY IN 2020 IN RESPONSE TO COVID 19 PANDEMIC. CLIENTS RETURNED TO CAMPUS IN 2022.

Expenses $6,665,175 · Grants $125,278 · Revenue $1,802,424
PHYSICIAN SERVICES: WHEN EACH CLIENT ADMITS, A PSYCHIATRIST CONDUCTS A ONE HOUR PSYCHIATRIC DIAGNOSTIC ASSESSMENT, FORMULATES A WORKING DIAGNOSIS, AND THEN DEVELOPS AND LEADS TREATMENT PLANNING. IN WEEKLY ONE-ON-ONE PSYCHIATRIC SESSIONS, THE PSYCHIATRIST WORKS WITH CLIENTS TO DEVELOP AN EFFECTIVE MEDICATION REGIME, MAKING CHANGES OVER THE COURSE OF TREATMENT TO HELP CLIENTS FEEL BETTER MENTALLY AND PHYSICALLY. THE PSYCHIATRIST ALSO FOLLOWS ESSENTIAL LAB TESTS AND ADJUSTS MEDICATION LEVELS AS NECESSARY. A COMPREHENSIVE PSYCHIATRIC DIAGNOSTIC AND ASSESSMENT SERVICE IS AVAILABLE AS AN OUTPATIENT SERVICE. WHETHER RECEIVING AN INITIAL DIAGNOSIS OR CLARIFYING A PREVIOUS ONE, ASSESSMENT CLIENTS GET A COMPREHENSIVE, CONSUMER-FRIENDLY REPORT - A ROADMAP FOR EFFECTIVE TREATMENT AT SKYLAND TRAIL OR THROUGH ANOTHER MENTAL HEALTH SERVICE PROVIDER. CLIENTS AND FAMILIES AT SKYLAND TRAIL MAY ALSO RECEIVE FAMILY THERAPY SERVICES FROM THE FAMILY PSYCHOLOGIST.

Expenses $1,209,789 · Grants $3,379 · Revenue $575,887
LIFE ENRICHMENT ADULT PROGRAM (LEAP) AND VOCATIONAL SERVICES: LEAP: INTEREST IN NEW FRIENDSHIPS, ACTIVITIES, AND SOCIAL ENGAGEMENT IS A MAJOR MILESTONE IN RECOVERY. THE LIFE ENRICHMENT ADULT PROGRAM (LEAP) PROVIDES A VARIETY OF OPPORTUNITIES FOR CLIENTS TO FORM RELATIONSHIPS, LEARN SKILLS, AND CULTIVATE HOBBIES AND INTERESTS. LEAP ACTIVITIES TAKE PLACE ON EVENINGS AND WEEKENDS AND INCLUDE COOKING CLASSES, ART PROJECTS, GROUP FITNESS AND RECREATION, PET THERAPY, AND SPECIAL OUTINGS TO SPORTING EVENTS, RESTAURANTS AND MUSEUMS. LICENSED COUNSELORS ORGANIZE AND LEAD LEAP ACTIVITIES AND HELP CLIENTS ADDRESS THEIR SOCIAL ANXIETIES THROUGH EXPERIENTIAL LEARNING. VOCATIONAL SERVICES: THE VOCATIONAL SERVICES PROGRAM SUPPORTS ADULTS WITH MENTAL ILLNESS WHO WANT TO PURSUE COMPETITIVE EMPLOYMENT, VOLUNTEER POSITIONS, AND INTERNSHIPS OR CONTINUE THEIR EDUCATION. GROUP-BASED TRAINING SESSIONS FOCUS ON BUILDING SKILLS AND LEARNING THE EXPECTATIONS OF EMPLOYERS AND VOLUNTEER SUPERVISORS. INDIVIDUAL SESSIONS WITH VOCATIONAL COUNSELORS HELP CLIENTS DEVELOP A PORTFOLIO, INCLUDING RESUME PREPARATION, LETTER DEVELOPMENT, ONLINE JOB SEARCHES AND APPLICATIONS, "DRESS FOR SUCCESS" TIPS, AS WELL AS PROBLEM-SOLVING IN ALL PHASES OF SEEKING AND OBTAINING EMPLOYMENT. THE PROGRAM ALSO OFFERS WORK ADJUSTMENT OPPORTUNITIES AND A SUPPORTED EMPLOYMENT PROGRAM. GLENN FAMILY WELLNESS CLINIC: SKYLAND TRAIL INTEGRATES MEDICAL CARE INTO MENTAL HEALTH TREATMENT. CLINICS ARE LOCATED ON ADULT AND ADOLESCENT SITES AND ARE STAFFED BY MEDICAL PROFESSIONALS WITH EXPERTISE IN ADDRESSING THE PHYSICAL HEALTH NEEDS OF CLIENTS WITH MENTAL ILLNESS. ALL CLIENTS RECEIVE AN INITIAL PHYSICAL EXAM AND CONTINUE TO RECEIVE PRIMARY CARE SERVICES THROUGHOUT THEIR TREATMENT. THE CLINIC HELPS CLIENTS MANAGE EXISTING HEALTH ISSUES AND MONITORS FOR THE ONSET OF NEW CONDITIONS RELATED TO LONG-TERM USE OF MEDICATIONS.TRANSITIONAL HOUSING AND INDEPENDENCE COACHING. SKYLAND TRAIL OFFERS TRANSITIONAL HOUSING APARTMENTS ON THE SKYLAND TRAIL NORTH TRANSITIONAL LIVING CAMPUS WHERE CLIENTS LIVE ON THEIR OWN WITH MODERATE SUPPORT FROM OUR STAFF. SKYLAND TRAIL NORTH INCLUDES 13, TWO-BEDROOM APARTMENTS. TRANSITIONAL CLIENTS HAVE A PRIVATE BEDROOM, AND SHARE A BATHROOM AND LIVING AREA WITH ANOTHER CLIENT. SKYLAND TRAIL NORTH ALSO INCLUDES COMMUNITY LIVING AREAS, A COMMUNITY DINING ROOM AND KITCHEN, AND GARDENS. ALL CLIENTS IN OUR TRANSITIONAL LIVING PROGRAM MUST ALSO PARTICIPATE IN OUR INDEPENDENCE COACHING PROGRAM. AN INDEPENDENCE COACH VISITS CLIENTS IN THEIR APARTMENTS AT LEAST ONCE EACH WEEK (MORE FREQUENTLY IF NEEDED) TO ENSURE CLIENTS ARE SUCCESSFULLY ADJUSTING TO INDEPENDENT LIVING AND ARE TAKING THEIR MEDICATIONS APPROPRIATELY. THE COACH ALSO PROVIDES ASSISTANCE WITH PRACTICAL MATTERS LIKE PAYING BILLS, PLANNING TRANSPORTATION, ACCESSING COMMUNITY RESOURCES AND MAKING AND STICKING TO A SCHEDULE.COMMUNITY OUTREACH AND EDUCATION: EDUCATION IS AN IMPORTANT PART OF THE SKYLAND TRAIL MISSION. THROUGHOUT THE YEAR, SKYLAND TRAIL ORGANIZES MANY OPPORTUNITIES FOR FAMILIES, MENTAL HEALTH PROFESSIONALS, AND THE BROADER COMMUNITY TO LEARN ABOUT ADVANCES IN THE PREVENTION, DIAGNOSIS, AND TREATMENT OF MENTAL ILLNESS. AS A TEACHING INSTITUTION, WE ALSO PROVIDE OUTSTANDING LEARNING EXPERIENCES FOR STUDENTS PURSUING CAREERS IN SOCIAL WORK, PSYCHOLOGY, NURSING, ADJUNCTIVE THERAPIES, AND RELATED PROGRAMS. SKYLAND TRAIL ALSO BUILDS RELATIONSHIPS WITH ESTABLISHED AND EMERGING TREATMENT ORGANIZATIONS AROUND THE COUNTRY TO SHARE BEST PRACTICES AND CONTRIBUTE NEW RESEARCH AND OUTCOMES EVALUATION RESULTS TO EXPAND THE NATIONAL KNOWLEDGE BASE OF WHAT WORKS IN MENTAL HEALTH TREATMENT.FINANCIAL AID FUND: THROUGH THE GENEROSITY OF SKYLAND TRAIL DONORS AND FRIENDS, SKYLAND TRAIL OFFERS A FINANCIAL AID PROGRAM TO ASSIST CLIENTS AND FAMILIES WHO MEET THE NEED-BASED FINANCIAL CRITERIA. AFTER A THOROUGH REVIEW, FINANCIAL AID AWARDS ARE GRANTED BY A BOARD COMMITTEE TO OFFSET A PORTION OF THE PROGRAM FEES. OTHER PROGRAMS: TMS SERVICES, FAMILY THERAPY, ALUMNI PROGRAM, STEP PROGRAM, AND ASSESSMENT CENTER.

Expenses $3,583,555 · Grants $222,229 · Revenue $818,927

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

Listed in Part VII

Mark W TiptonMARK W TIPTON

CHAIRMAN

Total calculated

$0

Hours/week

2
Ty SmithTY SMITH

VICE CHAIR

Total calculated

$0

Hours/week

1
Michelle SullivanMICHELLE SULLIVAN

TREASURER

Total calculated

$0

Hours/week

2
Patty ReidPATTY REID

SECRETARY

Total calculated

$0

Hours/week

1
Rev Joanna AdamsREV JOANNA ADAMS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Brooks BargeBROOKS BARGE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Cindy FergusonCINDY FERGUSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Shayan HussainSHAYAN HUSSAIN

BOARD MEMBER

Total calculated

$0

Hours/week

1
David MoodyDAVID MOODY

BOARD MEMBER

Total calculated

$0

Hours/week

1
Rand Glenn HagenRAND GLENN HAGEN

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jim KerrJIM KERR

BOARD MEMBER

Total calculated

$0

Hours/week

1
William McDonald MDWILLIAM MCDONALD MD

BOARD MEMBER

Total calculated

$0

Hours/week

1
James Jim HowardJAMES JIM HOWARD

BOARD MEMBER

Total calculated

$0

Hours/week

1
William E Billy Huger IIIWILLIAM E BILLY HUGER III

BOARD MEMBER

Total calculated

$0

Hours/week

1
Hugh M Don Inman JrHUGH M DON INMAN JR

BOARD MEMBER

Total calculated

$0

Hours/week

1
Tom BellTOM BELL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Liz BlakeLIZ BLAKE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Timothy JeffersonTIMOTHY JEFFERSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Betts LoveBETTS LOVE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Melissa LoweMELISSA LOWE

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jay D MitchellJAY D MITCHELL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Fred SturgisFRED STURGIS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Jeffrey S MuirJEFFREY S MUIR

BOARD MEMBER

Total calculated

$0

Hours/week

1
Sharmila PrabhuSHARMILA PRABHU

BOARD MEMBER

Total calculated

$0

Hours/week

1
Andrea RollinsANDREA ROLLINS

BOARD MEMBER

Total calculated

$0

Hours/week

1
Arjun SrinivasanARJUN SRINIVASAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
William StengelWILLIAM STENGEL

BOARD MEMBER

Total calculated

$0

Hours/week

1
Mary WatsonMARY WATSON

BOARD MEMBER

Total calculated

$0

Hours/week

1
Leslie WiermanLESLIE WIERMAN

BOARD MEMBER

Total calculated

$0

Hours/week

1
Robert Wynne JrROBERT WYNNE JR

BOARD MEMBER

Total calculated

$0

Hours/week

1
Elizabeth E FinnertyELIZABETH E FINNERTY

PRESIDENT/CEO

Total calculated

$599,604

From this org

$550,648

From related orgs

$0

Other

$48,956

Hours/week

40

Schedule J breakdown matched by us

Base

$459,547

Bonus

$91,101

Other

$0

Deferred

$32,040

Nontaxable benefits

$16,916

Filer's total

$599,604
Mary BlumsteinMARY BLUMSTEIN

VICE PRESIDENT OF FINANCE

Total calculated

$249,538

From this org

$241,466

From related orgs

$0

Other

$8,072

Hours/week

40

Schedule J breakdown matched by us

Base

$201,458

Bonus

$40,008

Other

$0

Deferred

$7,244

Nontaxable benefits

$828

Filer's total

$249,538
Raymond KotwickiRAYMOND KOTWICKI

CMO

Total calculated

$396,298

From this org

$381,088

From related orgs

$0

Other

$15,210

Hours/week

40

Schedule J breakdown matched by us

Base

$209,162

Bonus

$80,172

Other

$91,754

Deferred

$8,802

Nontaxable benefits

$6,408

Filer's total

$396,298
Ben HunterBEN HUNTER

MEDICAL DIRECTOR

Total calculated

$417,807

From this org

$398,808

From related orgs

$0

Other

$18,999

Hours/week

40

Schedule J breakdown matched by us

Base

$350,530

Bonus

$48,278

Other

$0

Deferred

$9,540

Nontaxable benefits

$9,459

Filer's total

$417,807
Christopher ClineCHRISTOPHER CLINE

SVP CLINICAL SERVICES

Total calculated

$296,121

From this org

$278,695

From related orgs

$0

Other

$17,426

Hours/week

40

Schedule J breakdown matched by us

Base

$233,852

Bonus

$44,843

Other

$0

Deferred

$7,890

Nontaxable benefits

$9,536

Filer's total

$296,121
Adam MeadowsADAM MEADOWS

PHYSICIAN

Total calculated

$364,761

From this org

$341,696

From related orgs

$0

Other

$23,065

Hours/week

40

Schedule J breakdown matched by us

Base

$297,044

Bonus

$44,652

Other

$0

Deferred

$5,367

Nontaxable benefits

$17,698

Filer's total

$364,761
Cynthia OdomCYNTHIA ODOM

SVP MARKETING & FACILITIES

Total calculated

$285,315

From this org

$269,332

From related orgs

$0

Other

$15,983

Hours/week

40

Schedule J breakdown matched by us

Base

$224,164

Bonus

$45,168

Other

$0

Deferred

$6,947

Nontaxable benefits

$9,036

Filer's total

$285,315
Justin EllisJUSTIN ELLIS

PHYSICIAN

Total calculated

$290,724

From this org

$285,771

From related orgs

$0

Other

$4,953

Hours/week

40

Schedule J breakdown matched by us

Base

$257,417

Bonus

$28,354

Other

$0

Deferred

$4,321

Nontaxable benefits

$632

Filer's total

$290,724

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
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
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 4A: RAYMOND KOTWICKI, CHIEF MEDICAL OFFICER, LEFT THE ORGANIZATION IN 2023 AND RECEIVED SEVERANCE OF 91,753.96
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 $810,969

Directly controlled by GEORGE WEST MENTAL HEALTH FOUNDATION INC
GLENN FAMILY WELLNESS CLINIC LLC

PRIMARY CARE · GA · income $340,977 · assets $0

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: 2023
Filed: 16 September 2024
IRS schema version: 2023v5.1
Source object: 202402629349301550

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