2023-10-07T15:43:24-05:00 2022-12-31 510229493 BARBACANE THORNTON & COMPANY LLP 503 CARR ROAD SUITE 100 WILMINGTON DE 198092863 990 2022-01-01 510069000 MENTAL HEALTH ASSOCIATION IN DELAWARE INC MENT 3026546833 100 WEST 10TH STREET 600 WILMINGTON DE 198016604 EMILY VERA EXECUTIVE DIRECTOR 3026546833 2023-10-07 1 EMILY VERA 999009999 1 JEFFREY A KOWALCZYK CPA P01563311 3024788940 2023-10-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EMILY VERA 100 WEST 10TH STREET 600 WILMINGTON DE 198016604 1727161 0 X WWW.MHAINDE.ORG X 1932 DE THE ORGANIZATION'S MISSION IS TO PROMOTE IMPROVED MENTAL WELLBEING FOR ALL INDIVIDUALS AND FAMILIES IN DELAWARE THROUGH EDUCATION, SUPPORT AND ADVOCACY 15 15 25 82 0 0 1685923 1683076 0 280 0 43805 0 -2598 1685923 1724563 0 0 0 0 1257133 1316439 0 0 108389 370120 362174 1627253 1678613 58670 45950 3106265 3137969 152505 117257 2953760 3020712 X THE ORGANIZATION'S MISSION IS TO DELIVER MENTAL HEALTH EDUCATION, SUPPORT, AND ADVOCACY, AND TO COLLABORATE IN PROVIDING MENTAL HEALTH LEADERSHIP IN DELAWARE. 0 0 1387577 280 EDUCATION AND ADVOCACY - IN 2022, MHA CONTINUED TO BE SUCCESSFUL WITH OUR STAFF AND VOLUNTEERS WORKING TOGETHER TO PROVIDE TO PROVIDE IN-PERSON SERVICES, WHILE MAINTAINING REMOTE SERVICES THAT WERE BEING SUCCESSFULLY UTILIZED, INCREASING COMMUNITY ACCESS TO WELLNESS GROUPS, TRAINING, AND PEER SUPPORT. WE CONTINUED TO HOST INTERNS, FACILITATE EDUCATIONAL EVENTS AND CONFERENCES, AND PROVIDE MENTORSHIP TO PEOPLE IN RECOVERY. WE ARE GRATEFUL FOR OUR HARDWORKING STAFF AND OUR DEDICATED BOARD OF DIRECTORS, WHO WORKED TOGETHER TO EXPAND OUR SERVICES.2022 HAS SEEN THE CONTINUATION OF OUR PEER CERTIFICATION TRAINING PROGRAM ON AN ONLINE PLATFORM, MAKING IT ACCESSIBLE TO INDIVIDUALS THROUGHOUT THE STATE WHO MAY NOT BE ABLE TO SIT IN A PHYSICAL CLASSROOM AT THIS TIME. WE HAVE ALSO CONTINUED TO PROVIDE THE MENTAL HEALTH COURT PEER PROGRAM, WHERE OUR DEDICATED STAFF OF PEER SPECIALISTS OFFER A LIVING EXAMPLE OF HOPE TO THOSE WHO MAY BE STRUGGLING WITH MENTAL ILLNESS AND ADDICTION WHICH SOMETIMES LEADS TO COURT INVOLVEMENT. OUR PEERS HAVE GONE ABOVE AND BEYOND TO CONTINUE TO PROVIDE MENTORSHIP AND ASSISTANCE WITH ACCESSING FOOD, CLOTHING, HOUSING AND TRANSPORTATION. WE HAVE CONTINUED AND INCREASED MANY OF OUR EDUCATIONAL OFFERINGS IN 2022. WE ONCE AGAIN PROVIDED A WEBINAR SERIES FOCUSED ON MENTAL WELLNESS IN THE MILITARY COMMUNITY. WE CONTINUE TO PLACE STRONG EMPHASIS ON SUICIDE PREVENTION, PROVIDING A VARIETY OF TRAINING TO HELP DELAWAREANS RECOGNIZE THE WARNING SIGNS OF SUICIDE, AND CONNECT THOSE IN NEED WITH THE APPROPRIATE HELP. WE CONTINUE TO PROVIDE THE VIRTUAL TRAININGS THAT WERE INTRODUCED IN 2020 TO MEET THE NEED FOR DISTANCE LEARNING, INCLUDING AN ONLINE VERSION OF MENTAL HEALTH FIRST AID AND QPR (QUESTION, PERSUADE, REFER). WE ALSO PROVIDE IN-PERSON TRAINING, SUCH AS THE TWO-DAY ASIST TRAINING (APPLIED SUICIDE INTERVENTION SKILLS TRAINING) AND PRESENTATIONS TO A VARIETY OF REQUESTING AGENCIES THROUGHOUT THE STATE.MHA CONTINUED TO CHAIR THE DELAWARE SUICIDE PREVENTION COALITION, A GATHERING OF PUBLIC AND PRIVATE AGENCIES FOCUSED ON SUICIDE PREVENTION IN DELAWARE, ESPECIALLY IN THE MILITARY COMMUNITY, AMONG YOUTH, AND AMONG COLLEGE AND UNIVERSITY STUDENTS. OUR ADVOCACY EFFORTS REMAIN AN IMPORTANT PART OF WHAT WE DO, AS WE STRIVE TO INFLUENCE POLICY TOWARDS AN IMPROVED MENTAL HEALTH SYSTEM FOR DELAWARE THROUGH INVOLVEMENT IN THE BEHAVIORAL HEALTH CONSORTIUM AND OTHER POLICY COLLABORATIVES. FINALLY, WE HAVE CONTINUED TO COORDINATE MENTAL HEALTH SCREENINGS THROUGHOUT THE STATE FOR NATIONAL DEPRESSION SCREENING DAY, WITH IN-PERSON SCREENINGS AS WELL AS ONLINE SCREENING SOFTWARE THAT CAN BE EASILY FOUND ON OUR HOMEPAGE AND SCREEN FOR NOT ONLY DEPRESSION, BUT A VARIETY OF COMMON MENTAL HEALTH CONCERNS.AS OUR STATE AND OUR ENTIRE COUNTRY CONTINUES TO GRAPPLE WITH ISOLATION AND STRESS DUE TO THE PANDEMIC, AS WELL AS THE ECONOMIC FALLOUT THAT REVERBERATES THROUGH OUR COMMUNITIES, MENTAL HEALTH IS EVEN MORE OF A PRIORITY. THE FOLLOWING ARE A LIST OF ACTIVITIES WE PROVIDED IN 2022 TO HELP MEET THIS BURGEONING NEED IN DELAWARE:1.)EDUCATIONAL AND AWARENESS TRAINING WAS PROVIDED TO 2,842 DELAWAREANS. 2.) DURING THE YEAR, OVER 240 PEOPLE EXPERIENCING DEPRESSION OR AN ANXIETY DISORDER, OR LOSS OF A LOVED ONE TO SUICIDE, ATTENDED ONE OF OUR WELLNESS GROUPS EITHER IN PERSON, OR VIRTUALLY.3.) MHA CONTINUED AS CHAIR OF DELAWARE'S SUICIDE PREVENTION COALITION AND ARE MEMBERS OF THE BEHAVIORAL HEALTH CONSORTIUM AS WELL AS PAIMI, THE DCPAP ADVISORY COUNCIL, THE MEDICAL CARE ADVISORY COUNCIL, THE DELAWARE COMMUNITY RESPONSE TEAM, AND MORE.4.) IN 2022, WE FACILITATED TWENTY QPR TRAININGS (QUESTION, PERSUADE, REFER), FIFTEEN MENTAL HEALTH FIRST AID TRAININGS, FOURTEEN LIFELINES PRESENTATIONS (A SCHOOL CURRICULUM), AND TWELVE TWO-DAY APPLIED SUICIDE INTERVENTION SKILLS TRAININGS (ASIST), AND FIVE HIGH SCHOOL LUNCH AND LEARNS, REACHING OVER 1600 PEOPLE.5.) TOGETHER WITH THE MILITARY SUBCOMMITTEE OF THE DELAWARE SUICIDE PREVENTION COALITION, MHA HOSTED QUARTERLY WEBINARS, PROVIDING SUICIDE PREVENTION TOOLS AND RELATED INFORMATION TO PROVIDERS, SERVICE MEMBERS, AND VETERANS. 6.) MHA HOSTED MONTHLY ONLINE "MHA CHATS," IN WHICH WE BROUGHT IN VARIOUS PRESENTERS TO TALK ABOUT SPECIFIC TOPICS WITHIN MENTAL HEALTH, FEATURING LOCAL RESOURCES, COPING STRATEGIES, AND MORE. 7.) E-RACING THE BLUES FOR MENTAL HEALTH HAS SEEN OVER 5,000 PEOPLE CROSS THE FINISH LINE DURING ITS NINETEEN-YEAR EXISTENCE. WE RETURNED TO AN IN-PERSON EVENT IN 2022. 8.)IN 2022, WE COORDINATED NATIONAL DEPRESSION SCREENING DAY TO BE DONE IN-PERSON AND ONLINE, WITH 13 DIFFERENT SCREENINGS AVAILABLE THROUGH OUR WEBSITE. 567 PEOPLE WERE SCREENED, AND PROVIDED WITH INFORMATION ON HOW TO ACCESS TREATMENT.9.)PROVIDED PEER-FOCUSED TRAINING TO 170 PEOPLE WITH LIVED EXPERIENCE WITH MENTAL HEALTH AND/OR SUBSTANCE USE DISORDERS, THROUGH DELAWARE PEER CERTIFICATION TRAINING AND CONTINUING EDUCATION CLASSES SPECIFICALLY FOR PEERS. 10.)PROVIDED WEEKLY TRAINING, MENTORSHIP, AND GROUP SUPERVISION TO 18 INTERNS WORKING TOWARD PEER CERTIFICATION AT A VARIETY OF AGENCIES IN DELAWARE, THROUGH MHA'S INTERNSHIP PROGRAM.11.)MENTAL HEALTH COURT PEER MENTORS SERVED 20 TO 35 CLIENTS PER MONTH DURING 2022, PROVIDING BETWEEN HUNDREDS OF SERVICES MONTHLY SUCH AS TELEPHONE AND IN-PERSON VISITS, TRANSPORTATION, AND ACCESS TO RESOURCES LIKE FOOD, CLOTHING, EDUCATION, EMPLOYMENT, HEALTH CARE AND HOUSING.12.)IN 2022, THE 5TH ANNUAL UMATTER2DE HIGHER EDUCATION SUICIDE PREVENTION CONFERENCE WAS HELD, WITH NEARLY 100 PARTICIPANTS.13.)WEEKLY OR BIWEEKLY BLOGS AND EMAILS PROVIDED IMPORTANT INFORMATION ABOUT MENTAL HEALTH, HELPFUL RESOURCES, AND GENERAL HEALTH TO OUR DISTRIBUTION LIST OF APPROXIMATELY 7000 READERS.14.)DAILY POSTS WITH ENCOURAGEMENT, STIGMA REDUCTION, AND INFORMATION ABOUT MENTAL HEALTH RESOURCES AND EVENTS WERE POSTED ON OUR FACEBOOK PUBLIC PAGE, PRIVATE PAGE FOR MENTAL HEALTH PEERS, AND INSTAGRAM, REACHING THOUSANDS OF FOLLOWERS. 75653 COUNSELING AND SUPPORT SERVICES - THROUGH COUNSELING AND SUPPORT SERVICES PROGRAMS, THE ORGANIZATION'S GOAL IS TO PROVIDE SUPPLEMENTAL MENTAL HEALTH SERVICES FOR INDIVIDUALS SUFFERING WITH AND UNDERGOING TREATMENT FOR MENTAL ILLNESSES. PARTICIPATION IN A SUPPORT GROUP AS A SUPPLEMENT TO MEDICAL TREATMENT INCREASES AN INDIVIDUAL'S LIKELIHOOD OF MAINTAINING TREATMENT. MHA ALSO PROVIDES SUPPORT GROUPS FOR INDIVIDUALS WHO HAVE LOST FAMILY MEMBERS TO SUICIDE. 1463230 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 3026546833 100 WEST 10TH STREET SUITE 600 WILMINGTON DE 19803 LARENCE KIRBY PRESIDENT 4.00 X X 0 0 0 VICTORIA KIM CHANG VICE PRESIDENT 1.50 X X 0 0 0 VALERIE HARWOOD SECRETARY 1.50 X X 0 0 0 SANDRA RODRIGUEZ TREASURER 1.50 X X 0 0 0 VISHESH AGARWAL BOARD MEMBER 1.00 X 0 0 0 KATRINA BEACH BOARD MEMBER 1.00 X 0 0 0 JAMES ELLISON BOARD MEMBER 1.00 X 0 0 0 RACHEL LEE GAROFOLO BOARD MEMBER 1.00 X 0 0 0 LAUREN GOLT BOARD MEMBER 1.00 X 0 0 0 A VINCENT HALEY BOARD MEMBER 1.00 X 0 0 0 CARLTON LAMPKINS BOARD MEMBER 1.00 X 0 0 0 CYNDI LEHM BOARD MEMBER 1.00 X 0 0 0 STEPHAN LEHM BOARD MEMBER 1.00 X 0 0 0 JOHN ROLAND BOARD MEMBER 1.00 X 0 0 0 LISA THORNTON BOARD MEMBER 1.00 X 0 0 0 EMILY VERA EXECUTIVE DIRECTOR 40.00 X 76286 0 11677 76286 0 11677 0 0 0 0 0 20372 30970 1206728 425006 1683076 PROGRAM SERVICE FEES 624100 280 280 280 43805 43805 0 30970 2598 -2598 -2598 1724563 280 0 41207 87897 76286 5273 6338 926630 797809 59579 69242 25401 23195 809 1397 198338 181110 6318 10910 78173 70356 3908 3909 12375 11293 779 303 121274 116931 1273 3070 3059 3059 42106 35423 3945 2738 18832 15208 1736 1888 34028 33665 120 243 22522 21254 931 337 42152 39643 2509 11263 10123 542 598 EQUIPMENT RENTAL AND MA 31778 26753 3177 1848 MISCELLANEOUS 20636 4181 16455 MEMBERSHIP DUES 2149 2149 1678613 1463230 106994 108389 158572 132666 252384 245907 975 808 88666 75253 17960 13413 426551 333812 2249823 2411363 3106265 3137969 152505 74715 42542 152505 117257 X 694317 618479 2259443 2402233 2953760 3020712 3106265 3137969 X 45950 -97174 118176 X X 0 1 X 1 0 X 1255413 1439346 1535628 1677173 1683076 7590636 1255413 1439346 1535628 1677173 1683076 7590636 538200 7052436 17 17 7590653 206031 0.92910 0.92830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2676374 21002 2697376 2235997 440377 2676374 2072038 163959 2235997 2064116 7922 2072038 2104357 -10241 30000 2064116 0.16590 0.83410 1 0 88666 75253 13413 13413 INVESTMENTS IN MUTUAL FUNDS 333812 F 333812 BENEFICIAL INTEREST IN PERPETUAL TRUST 2367999 RIGHT-OF-USE LEASE ASSET 43364 2411363 X 1748163 -97174 118176 21002 1727161 -2598 -2598 1724563 1681211 2598 2598 1678613 0 1678613 PART V, LINE 4: THE ORGANIZATION IS ONE OF FIVE BENEFICIARIES OF THE DAVID FLETT DUPONT TRUST, WHICH IS HELD AND ADMINISTERED BY AN OUTSIDE FISCAL AGENT. THE ORGANIZATION RECEIVES MONTHLY INCOME FROM THIS TRUST. UNDER THE TERMS OF THE TRUST, THE ORGANIZATION HAS THE IRREVOCABLE RIGHT TO RECEIVE 15 PERCENT OF THE PLANNED DISTRIBUTIONS OF THE TRUST. THE ORGANIZATION CAN USE THE DISTRIBUTIONS FROM THE TRUST IN ANY WAY THAT IS CONSISTENT WITH ITS EXEMPT PURPOSE. A SEPARATE ENDOWMENT FUND WAS ESTABLISHED IN 1998 TO BENEFIT THE ORGANIZATION, AND ANY INTEREST AND DIVIDENDS EARNED ON THIS FUND CAN BE USED TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBE RULES FOR THE RECOGNITION, MEASUREMENT, CLASSIFICATION AND DISCLOSURE IN THE FINANCIAL STATEMENTS OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS OR ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. SINCE TAX MATTERS ARE SUBJECT TO SOME DEGREE OF UNCERTAINTY, THERE CAN BE NO ASSURANCE THAT THE ORGANIZATION'S TAX RETURNS WILL NOT BE CHALLENGED BY THE TAXING AUTHORITIES AND THAT THE ORGANIZATION WILL NOT BE SUBJECT TO ADDITIONAL TAX, PENALTIES AND INTEREST AS A RESULT OF SUCH CHALLENGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 118,176. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING COSTS REPORTED NET -2,598. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS REPORTED NET 2,598. E-RACING 30970 30970 100 360 1863 275 1 30970 30970 100 360 1863 275 2598 -2598 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED BY THE BUSINESS MANAGER, EXECUTIVE DIRECTOR AND BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF MHA THAT EMPLOYEES/VOLUNTEERS/BOARD MEMBERS BE FREE FROM ANY INTEREST, INFLUENCE, OR RELATIONSHIP THAT MIGHT CONFLICT (OR APPEAR TO CONFLICT) WITH THE BEST INTERESTS OF MHA. IN ANY UNCERTAIN SITUATION, AN INDIVIDUAL SHOULD IMMEDIATELY DISCUSS THE MATTER FULLY AND FRANKLY WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR SHOULD THEN DISCUSS THE MATTER WITH THE BOARD PRESIDENT. THE CONTINUING REQUIREMENT TO DISCLOSE SERVES TO INFORM MHA AND TO PROTECT THE INDIVIDUAL FROM THE HARMFUL EFFECTS OF ANY SUBSEQUENT REVELATION OF ACTIVITIES, ASSOCIATION, OR INTEREST WHICH MIGHT CONSTITUTE A PROHIBITED CONFLICT OF INTEREST. ANY VIOLATION OF THESE RULES OR FAILURE TO DISCLOSE MAY BE CAUSE FOR DISCIPLINARY ACTION INCLUDING DISCHARGE. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION HAS NO WRITTEN POLICY REGARDING COMPENSATION. HOWEVER, COMPARABLE COMPENSATION DATA IS REVIEWED PERIODICALLY BY THE GOVERNING BOARD AND DECISIONS REGARDING EXECUTIVE DIRECTOR COMPENSATION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND FORM 1023 ARE AVAILABLE UPON REQUEST. ADDITIONALLY, FORM 990 IS AVAILABLE THROUGH GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON INVESTMENT IN PERPETUAL TRUST 118,176. FORM 990, PART XI, LINE 2C THE PROCESS GOVERNING OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR IS MANAGED BY THE FINANCE COMMITTEE AND HAS NOT CHANGED FROM THE PRIOR YEAR.