2024-11-14T08:42:33-06:00 2023-12-31 475422543 Kenneth Freed & Company PC 400 W Cummings Park Suite 5850 Woburn MA 01801 990 2023-01-01 274682873 THE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE INC FOUN 5038165676 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 DAVID HUGHES TREASURER 6178442527 2024-11-13 1 0 Charles Hulbert Jr CPA P01253253 6174241100 2024-11-13 2023 2024-10-15 13:58:12Z OPEN EXCELLENCE DAVID HUGHES 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 428581 0 X openexcellence.org X 2011 DE WE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WORLDS TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY. 6 5 1 7 0 0 295677 126579 0 0 -82149 36991 0 11 213528 163581 472100 288500 0 0 224735 129482 0 0 23057 116224 93533 813059 511515 -599531 -347934 1674464 1356042 8846 17071 1665618 1338971 WE CONNECT THE PASSION OF PRIVATE PHILANTHROPY WITH THE WOLRD'S TOP RESEARCHERS AND PROGRAMS TO BRING RECOVERY-BASED CARE AND SUPPORTS TO EVERY COMMUNITY. 0 0 337653 288500 THE FOUNDATION FOR EXCELLENCE IN MENTAL HEALTH CARE IS A ONE-OF-A-KIND COMMUNITY FOUNDATION, INTERNATIONAL IN SCOPE, FOCUSED SOLEY ON MENTAL HEALTH. 337653 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 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 1 4 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X X X MALEA STOCKTON 5038165676 8532 SW ST HELENS DR 250 WILSONVILLE OR 97070 KERMIT COLE BOARD CHAIR 4.00 X X 0 0 0 DAVID HUGHES PHD TREASURER 4.00 X X 0 0 0 GAYLE ROCKMORE BERG PHD thru Oct23 SECRETARY 4.00 X X 0 0 0 GIOVAN BAZAN thru Oct 2023 DIRECTOR 4.00 X 0 0 0 HANNAH LINGLEY BOARD VICE CHAIR 4.00 X X 12000 0 0 PABLO SADLER DIRECTOR 4.00 X 0 0 0 CHRISTOPHER GORDON DIRECTOR 4.00 X 0 0 0 LOUISA PUTNAM from Oct 2023 DIRECTOR 4.00 X 0 0 0 MALEA STOCKTON CHIEF ADMINISTRATIVE OFFICER 40.00 X 100000 0 17080 112000 0 17080 0 0 0 0 0 126579 126579 32537 32537 269454 265000 4454 4454 4454 MISCELLANEOUS REVENUE 900099 11 11 11 163581 0 0 37002 182500 182500 106000 106000 121957 36587 73174 12196 7525 2258 4515 752 243 243 41127 41127 15718 6000 3718 6000 624 312 312 8170 3674 822 3674 13056 13056 7147 7147 6978 300 6578 100 LICENSES, SUBSCRIPTIONS 470 22 425 23 511515 337653 150805 23057 136882 131727 1051490 28535 486092 1195780 1674464 1356042 8846 17071 8846 17071 X 1023154 785956 642464 553015 1665618 1338971 1674464 1356042 -347934 21287 0 X 0 0 0 X 2114358 1043508 695190 295677 126579 4275312 2114358 1043508 695190 295677 126579 4275312 3084250 1191062 1627 123 19543 11336 32537 65166 11 11 4340489 0.27440 0.32540 X STATEMENT WITH RESPECT TO THE 10% FACTS AND CIRCUMSTANCES TEST PURSUANT TO TREASURY REGULATION 1.170A-9(f)The Foundation for Excellence in Mental Health Care Inc. (the Organization") has received substantial part of its support from direct or indirect contributions from the general public:(i)Ten percent-of-support limitation. See Schedule A, Part II, Section C, Lines 14 and 15.(ii)Attraction of public support. The Organization continues to solicit contributions from U.S. sources.In 2023, approximately $127,000 was received from several unrelated individuals and organizations. All contributions were solicited and received in furtherance of the Organization's exempt purposes.In 2022, approximately $296,000 was received from several unrelated individuals and organizations. All contributions were solicited and received in furtherance of the Organization's exempt purposes.In 2021, approximately $1,625,000 was received from several unrelated individuals and organizations while $77,000 was received from individuals closely affiliated with the Organization. All contributions were solicited and received in furtherance of the Organization's exempt purposes. In 2021, included in the $1,625,000 total, one donation was received that was particularly significant. The donation consisted of approximately $1,000,000 of appreciated securities. This is an unusual grant for the Organization.In 2020, approximately $1,030,000 was received from several unrelated individuals and organizations while $11,000 was received from individuals closely affiliated with the Organization. All contributions were solicited and received in furtherance of the Organization's exempt purposes.In 2019, approximately $1,850,000 was received from several unrelated individuals and organizations while $250,000 was received from individuals closely affiliated with the Organization. All contributions were solicited and received in furtherance of the Organization's exempt purposes.(iii)Percentage of financial support. For the current reporting year of 2022, and for the prior reporting year of 2021, the public support percentage for the Organization calculated to 27.44% (on Schedule A, Part II, Section C, Line 14) and 32.54% (on Schedule A, Part II, Section C, Line 15), respectively. The public supporting percentage for preceding years is as follows:2021: 32.80% 2020: 32.46% 2019: 34.39% 2018: 30.65% 2017: 29.73% 2016: 51.40% (iv)Sources of support. The Organization satisfies requirement (i) above through the receipt of financial support directly or indirectly from a representative number of businesses and persons, rather than receiving almost all its support from the members of a single family. This is evidenced by a review of the supporting schedule, which is not open to public inspection, of the Identification of Excess Contributions included on Schedule A, Part II, Section A, Line 5. The contributors' names on this schedule reflect the major contributors to the Organization, most of which are contributors every year, but were not related to the Organization through common board membership or other disqualifying factors during the years in question.(v)Representative governing body. The Organization has a governing body called the Board of Directors as outlined in the legally adopted By-laws of the Organization. The Board of Directors has been filled with individuals representing a broad cross-section of the views and interests of the community. The business connections of the directors have been helpful in securing gifts. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 1895 65558 115461 1 1 0 1 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 GRANT GRANTMAKING 106000 0 0 0 0 0 0 106000 0 106000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium SUPPORT AND IMPROVE MENTAL HEALTH OUTCOMES 106000 WIRE 0 CASH = FMV 1 0 0 0 0 0 0 0 Part I, Line 2: GRANTEES ARE REQUIRED TO SUBMIT A PROPOSAL WITH A BUDGET AT THE OUTSET OF THE GRANT. SUBSEQUENTLY, THE GRANTEES ARE REQUIRED TO SUBMIT QUARTERLY REPORTING WHICH IS DISTRIBUTED TO THE BOARD FOR REVIEW AND DISCUSSION. PART I, LINE 3 - ACTIVITIES PER REGION REGION EXPENDITURES INVESTMENTS EUROPE $106,000 $ 0 1 HOPEWORX INC 1210 STANBRIDGE ST STE 600 NORRISTOWN PA 19401 232811078 501C3 121500 0 CASH = FMV TO IMPROVE MENTAL HEALTH OUTCOMES NATIONAL EMPOWERMENT CENTER 3 NANTUCKET PLACE GRAFTON MA 01519 043331278 501C3 16000 0 CASH = FMV TO IMPROVE MENTAL HEALTH OUTCOMES FJC - A FOUNDATION OF PHILANTHROPIC FUNDS 225 WEST 39TH ST 12TH FL NEW YORK NY 10018 133848582 501C3 45000 0 CASH = FMV TO IMPROVE MENTAL HEALTH OUTCOMES 3 0 Part I, Line 2: PROCEDURES FOR MONTORING THE USE OF GRANT FUNDS: THE EXECUTIVE DIRECTOR CONFIRMS ELIGILBILITY FOR GRANTS IN CONJUNCTION WITH THE BOARD OF DIRECTORS AND REQUIRES QUARTERLY REPORTS ON THE STATUS OF APPROVED PROJECTS. FORM 990, PART 1, LINE 6 VOLUNTEER MEMBERS PARTICIPATE IN DISCUSSIONS AND ADVISING ON RESEARCH, PROGRAMS, AND DEVELOPMENT. Form 990, Part VI, Section A, line 1a AUTHORITY DELEGATED TO COMMITTEE: AN EXECUTIVE COMMITTEE CONSISTS OF THE FOUNDATION'S CHAIR, VICE CHAIR, SECRETARY, TREASURER, PRESIDENT, AND ONE ADDITIONAL MEMBER FROM THE GOVERNING BODY. THE COMMITTEE MEETS MONTHLY AND HAS THE AUTHORITY TO MAKE DECISIONS AND EXPENDITURES BELOW $5,000 WITHOUT IMMEDIATE APPROVAL OF THE FULL BOARD. MINUTES OF THE EXECUTIVE COMMITTEE SESSIONS ARE PROVIDED TO THE FULL BOARD TYPICALLY WITHIN 24 HOURS OF THE MEETING. Form 990, Part VI, Section B, line 11b ORGANIZATION'S PROCESS TO REVIEW FORM 990: THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGMENT. UPON COMPLETION AND REVIEW, THE RETURN WAS REVIEWED AND DISCUSSED AT A BOARD MEETING PRIOR TO ITS SUBMISSION TO THE IRS. Form 990, Part VI, Section B, line 12c ENFORCEMENTS OF CONFLICTS POLICY: BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AND THE CEO MONITORS AND ENFORCES ANY POTENTIAL CONFLICTS. Form 990, Part VI, Section B, line 15 COMPENSATION REVIEW PROCESS: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS THE COMPENSATION OF ALL EMPLOYEES OF THE ORGANIZATION USING INFORMATION ON SIMILAR POSITIONS WITHIN SIMILAR NONPROFIT ORGANIZATIONS FROM THE COUNCIL OF FOUNDATIONS SALARY COMPENSATION DATA CHARTS. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS DISCLOSURE: THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAIABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, THE FINANCIAL STATEMENTS AND OTHER VARIOUS PROGRAM DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND FROM GUIDESTAR.ORG.