2025-11-03T16:03:41-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 7900 WESTPARK DR SUITE A220 MCLEAN VA 22102 990 2024-01-01 131614906 MENTAL HEALTH AMERICA INC MENT 7036847722 500 MONTGOMERY STREET 820 ALEXANDRIA VA 22314 JESSICA KENNEDY CHIEF STRATEGY & FINANCE OFF 7036847722 2025-11-03 1 1 ALLISON PARSONS P01519444 7032814880 2025-11-03 2024 2025-03-06 01:10:19Z MARY GILIBERTI 500 MONTGOMERY STREET 820 ALEXANDRIA VA 22314 14036770 0 X WWW.MHANATIONAL.ORG X 1950 NY ADVANCING MENTAL WELL-BEING SINCE 1909 THROUGH EDUCATION, RESEARCH, ADVOCACY, & SERVICE. 24 24 48 64 0 0 10850408 10364056 739700 773854 240765 668067 242241 338570 12073114 12144547 1732522 1794551 0 0 5797416 6905353 0 0 1031488 3283492 3153076 10813430 11852980 1259684 291567 14555457 14587001 2086363 1594154 12469094 12992847 X MENTAL HEALTH AMERICA (MHA) - FOUNDED IN 1909 - IS THE NATION'S LEADING NONPROFIT DEDICATED TO ADVANCING THE MENTAL HEALTH AND WELL-BEING OF ALL PEOPLE LIVING IN THE U.S. THROUGH PUBLIC EDUCATION, RESEARCH, ADVOCACY AND PUBLIC POLICY, AND DIRECT SERVICE.WITH A NETWORK OF OVER 130 AFFILIATES ACROSS THE COUNTRY, MHA WORKS AT BOTH THE COMMUNITY AND NATIONAL LEVELS TO PROMOTE MENTAL HEALTH THROUGH PUBLIC EDUCATION, RESEARCH, ADVOCACY AND PUBLIC POLICY, AND DIRECT SERVICE. OUR WORK IS INFORMED, DESIGNED, AND LED BY THE LIVED EXPERIENCE OF THOSE MOST AFFECTED. 0 0 3053323 831690 620951 CONSTITUENCY SERVICES: MHA SUPPORTS A NATIONAL AFFILIATE NETWORK MADE UP OF OVER 130 COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE MENTAL HEALTH SERVICES, INFORMATION AND REFERRAL SERVICES, PSYCHOSOCIAL SERVICES, AND POLICY AND ADVOCACY IN STATES AND COMMUNITIES ACROSS THE U.S. BY PROVIDING TECHNICAL ASSISTANCE, TRAINING, GRANT OPPORTUNITIES, AND CONTENT TO AFFILIATES AND SIMILAR ORGANIZATIONS, MHA SUPPORTS A NATIONAL EFFORT TO PROVIDE HIGH-QUALITY MENTAL HEALTH SERVICES FOR INDIVIDUALS IN NEED ACROSS THE COUNTRY. 2389617 61500 POLICY AND ADVOCACY: MHA ADVOCATES FOR LAWS AND POLICIES THAT PROMOTE AND FOSTER POSITIVE MENTAL HEALTH, ENSURE ACCESS TO HIGH-QUALITY, EFFECTIVE CARE, AND PROTECT THE RIGHTS OF PEOPLE WHO HAVE MENTAL HEALTH CONDITIONS AND THEIR FAMILIES. MHA WORKS WITH PARTNERS AND AFFILIATES TO CHAMPION PREVENTION, ENCOURAGE ACCESS TO SCREENING AND EARLY INTERVENTION SERVICES, GET MENTAL HEALTH EDUCATION AND PROGRAMMING IN SCHOOLS, EXPAND ACCESS TO CRISIS RESOURCES, IMPROVE ACCESS TO AND USE OF PEER SPECIALISTS, IMPROVE SERVICES FOR YOUTH AND YOUNG ADULTS, INTEGRATE RECOVERY FULLY IN CARE, AND MORE. 2205472 788447 14500 RESEARCH: MHA IS A LEADER IN CONDUCTING POPULATION HEALTH AND PATIENT-PARTICIPATORY RESEARCH TO IMPROVE THE MENTAL HEALTH OF INDIVIDUALS ACROSS THE U.S. DRAWING ON MHA'S DATABASE OF OVER 32 MILLION HEALTH SCREENS THE LARGEST MENTAL HEALTH DATASET EVER COLLECTED FROM A HELP-SEEKING POPULATION MHA DEVELOPS REPORTS TO INFORM PUBLIC POLICY AND DECISION-MAKING, VALIDATE SCREENING TOOLS, CONDUCT RESEARCH ON EVIDENCE-BASED ONLINE INTERVENTIONS, RESEARCH LINKS TO PEERS AND COMMUNITIES, AND PROVIDE A FREE SOURCE OF MENTAL HEALTH SCREENING INFORMATION BY LOCATION AND CONDITION FOR USE BY POLICYMAKERS, OTHER RESEARCHERS, AND THE GENERAL PUBLIC.MHA ALSO ISSUES OTHER REPORTS AND ANALYSES OF MENTAL HEALTH TRENDS AND STATISTICS IN THE U.S. FOR INSTANCE, MHA'S ANNUAL STATE OF MENTAL HEALTH IN AMERICA REPORT PROVIDES A DETAILED SNAPSHOT OF NATIONAL DATA AND STATE-LEVEL RANKINGS ON MENTAL HEALTH AND WELL-BEING IN THE U.S. THROUGH THIS WIDELY-CITED REPORT, MENTAL HEALTH AMERICA OFFERS CRITICAL INSIGHTS TO DRIVE POLICY, IMPROVE CARE, AND SUPPORT PEOPLE LIVING WITH MENTAL HEALTH CONDITIONS ACROSS THE COUNTRY. 2179564 112914 335790 PUBLIC EDUCATION: MHA PROVIDES RESOURCES TO INDIVIDUALS WITH MENTAL HEALTH CONCERNS, THEIR SUPPORTERS, AND PROVIDERS THROUGH A WIDE RANGE OF TOOLS YEAR-ROUND. MAJOR EDUCATION CAMPAIGNS INCLUDE MENTAL HEALTH MONTH IN MAY, WHICH WAS FOUNDED BY MHA IN 1949. THESE SIGNATURE PROGRAMS OFFER RESOURCES FOR COMMUNITY ORGANIZATIONS, DIRECT EDUCATION FOR INDIVIDUALS IN NEED, MEDIA OUTREACH, WEBINARS, E-TRAINING, AND SOCIAL MEDIA REACHING MILLIONS OF PEOPLE ANNUALLY.MHA ALSO OFFERS A FREE, ANONYMOUS SCREENING TOOL WHERE OVER 5 MILLION PEOPLE PER YEAR EDUCATE THEMSELVES ON THEIR OWN MENTAL HEALTH AND TAKE RECOVERY STEPS. AND, MHA PROVIDES DIRECT SUPPORT AND RESEARCH-BASED BEST PRACTICES TO OVER 300 EMPLOYERS EACH YEAR THROUGH ITS BELL SEAL PROGRAM, THE NATION'S LEADING PROGRAM RECOGNIZING U.S. EMPLOYERS COMMITTED TO CREATING MENTALLY HEALTHY WORKPLACES. THESE COMPANIES' PARTICIPATION IN THE PROGRAM HELPS TO IMPROVE THE MENTAL HEALTH AND WELL-BEING OF MILLIONS OF EMPLOYEES ACROSS THE COUNTRY EACH YEAR. 2179564 112914 335790 9827976 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 48 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL IN KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI HI X X JESSICA KENNEDY CHIEF STRATEGY & FINANCE OFFICER 7036847722 500 MONTGOMERY STREET NO 820 ALEXANDRIA VA 22314 PIERLUIGI MANCINI CHAIR OF THE BOARD 5.00 X X 0 0 0 KANA ENOMOTO CHAIR-ELECT 5.00 X X 0 0 0 JENNIFER BRIGHT IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 JASON QU SECRETARY/TREASURER 3.00 X X 0 0 0 PETER CARSON CHAIR, BOARD & DEVELOPMENT COMMITTEE 3.00 X 0 0 0 STEVEN CHAN CHAIR, PROGRAM COMMITTEE 3.00 X 0 0 0 ROBERT N DAVISON CO-CHAIR, PUBLIC POLICY COMMITTEE 3.00 X 0 0 0 BEN HARRINGTON CHAIR, AFFILIATE RELATIONS COMMITTEE 3.00 X 0 0 0 MADHURI JHA COMMITTEE CHAIR 3.00 X 0 0 0 COURTNEY LANG COMMITTEE CHAIR 3.00 X 0 0 0 JEN MADSEN CO-CHAIR, PUBLIC POLICY COMMITTEE 3.00 X 0 0 0 CLARE MILLER CHAIR, MARKETING & DEVELOPMENT 3.00 X 0 0 0 JOHN BOYD DIRECTOR 1.00 X 0 0 0 MERRILL FRIEDMAN DIRECTOR 1.00 X 0 0 0 JENIFER GAGER DIRECTOR 1.00 X 0 0 0 SARAH GRIFFITH LUND DIRECTOR 1.00 X 0 0 0 MAHMOUD KHEDR DIRECTOR 1.00 X 0 0 0 OLIVIA LUBARSKY DIRECTOR 1.00 X 0 0 0 ART MCCOY DIRECTOR 1.00 X 0 0 0 JOHN MIZE DIRECTOR 1.00 X 0 0 0 KERIS MYRICK DIRECTOR 1.00 X 0 0 0 SHELBY ROWE DIRECTOR 1.00 X 0 0 0 BONNIE COOK OUTGOING DIRECTOR 1.00 X 0 0 0 AIMEE FALCHUK OUTGOING DIRECTOR 1.00 X 0 0 0 RUSS PETRELLA OUTGOING DIRECTOR 1.00 X 0 0 0 ELIZABETH STRIBLING PRESIDENT AND CEO 45.00 X 399079 0 55324 JESSICA KENNEDY CHIEF STRATEGY & FINANCE OFFICER 45.00 X 230110 0 23102 STUART ALLEN CHIEF MARKETING & ADVANCEMENT OFFICER 45.00 X 235732 0 33875 F MICHAEL KING EVP OF OFFICE SERVICES & HR 45.00 X 229581 0 36552 THERESA NGUYEN CHIEF RESEARCH OFFICER 45.00 X 185398 0 47289 AMERICA ZEBALLOS CHIEF SOCIAL IMPACT OFFICER 45.00 X 187557 0 34022 TIMOTHY CLEMENT VP OF FEDERAL GOVERNMENT AFFAIRS 45.00 X 147215 0 12327 MARY GILIBERTI CHIEF PUBLIC POLICY OFFICER 45.00 X 238666 0 69508 VALERIE HAIRSTON STERNS EVP, AFFILIATE NETWORK 45.00 X 184028 0 46327 DEBRA PLOTNICK EVP OF STATE AND FEDERAL ADVOCACY 45.00 X 183418 0 32105 TRACYE WEEKS CHIEF PEOPLE AND CULTURE OFFICER 45.00 X 229094 0 13483 2449878 0 403914 24 0 1 0 CAPITOL HILTON 1001 16TH STREET NORTHWEST WASHINGTON DC 20036 2024 ANNUAL CONFERENCE 438051 FIRST HAND PRODUCTIONS 7152 WIMMER LANE SYKESVILLE MD 21784 MEETING A/V SERVICES 209894 ALPINE GROUP PARTNERS LLC 500 N CAPITOL ST NW STE 210 WASHINGTON DC 20001 GOVERNMENT RELATIONS CONSULTING 154138 GREAT BELIEVER LLC 210 CLINTON AVENUE 3C BROOKLYN NY 11205 WEBSITE DEVELOPMENT AND CONSULTING 132692 4 28907 490570 9844579 144290 10364056 CONSTITUENCY SERVICES 621330 606854 606854 PUBLIC EDUCATION 621330 152500 152500 RESEARCH 621330 14500 14500 773854 472020 472020 141183 141183 2003401 1807354 196047 196047 196047 282256 84869 197387 197387 12144547 971241 0 809250 1794551 1794551 1677531 1320577 162136 194818 4248193 3344239 410595 493359 124352 97892 12019 14441 459999 362118 44460 53421 395278 311169 38204 45905 24542 24542 32322 32322 293993 293993 49674 49674 494961 449741 5571 39649 149259 120735 14269 14255 100712 60606 22235 17871 227747 173088 34162 20497 384150 319628 32055 32467 840249 763807 43075 33367 67400 51224 10110 6066 144300 109668 21645 12987 DUES AND SUBSCRIPTIONS 289106 209475 31249 48382 COMMUNICATIONS 54661 45465 5193 4003 11852980 9827976 993516 1031488 969 1055 4654454 4571619 1938540 1222239 131084 38562 13830 19673 250718 253960 1320462 896239 340091 424223 6602125 7612359 623646 443311 14555457 14587001 590922 375544 107714 22922 1387727 1195688 2086363 1594154 X 9502337 8543041 2966757 4449806 12469094 12992847 14555457 14587001 291567 232186 0 X 0 1 X 1 0 X 7258618 9143911 6492813 10850408 10339765 44085515 7258618 9143911 6492813 10850408 10339765 44085515 7926357 36159158 183387 261713 286178 389881 613203 1734362 354 354 45820231 3777295 0.78920 0.82710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5157 288836 293993 11509313 11803306 740165 185041 0 0 505603 514900 688800 740165 2449468 3674202 171805 215230 220489 293993 901517 126401 128725 172200 185041 612367 918551 1560 5855 3801 5157 16373 534662 47374 582036 477528 57134 534662 558953 -81425 477528 502772 56181 558953 464992 37780 502772 1.00000 0 0 587952 330349 257603 376232 342566 33666 356278 223324 132954 424223 OPERATING LEASE LIABILITY 598894 REFUNDABLE ADVANCE 361845 DEFERRED COMPENSATION 180436 FINANCE LEASE LIABILITIES 54513 1195688 X 12476653 232186 64725 84869 381780 12094873 49674 49674 12144547 11952900 64725 84869 149594 11803306 49674 49674 11852980 PART V, LINE 4: MHA'S ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES: 1. TO SUPPORT THE TRAINING AND USE OF VOLUNTEERS, AND/OR TO PAY HOSPITAL ATTENDANTS SERVICING THOSE WHO ARE MENTALLY ILL; AND 2. TO SUPPORT RESEARCH AS TO THE CAUSE AND CURE OF MENTAL ILLNESS, GIVING ATTENTION TO THE THERAPEUTIC USE OF MEGA-VITAMINS. PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE ORGANIZATION HAS APPLIED THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS IN ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 84,869. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 84,869. 1 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVENUE NORTHEAST SEATTLE WA 98195 916001537 511(A)2B/170(C)1 215867 0 SUBSTANCE USE DISORDER RESEARCH GRANT MHA IN NEW JERSEY 673 MORRIS AVENUE 100 SPRINGFIELD NJ 07081 221549749 501(C)(3) 179000 0 MH PROGRAMS - COMMUNITY IMPACT GRANT, REGIONAL POLICY COUNCIL YOUNG AUDIENCES NEW JERSEY & EASTERN PENNSYLVANIA 200 FORRESTAL ROAD PRINCETON NJ 08540 237384991 501(C)(3) 165000 0 MH PROGRAMS - COMMUNITY IMPACT GRANT GRANT MHA OF GEORGIA 2250 NORTH DRUID HILLS ROAD NORTHEAST SUITE 275 ATLANTA GA 303293141 580611310 501(C)(3) 147000 0 COMMUNITY DRIVEN MH PROGRAMS GRANT, SUBSTANCE USE DISORDER RESEARCH GRANT MENTAL WELLNESS CENTER 617 GARDEN STREET SANTA BARBARA CA 931011664 951962659 501(C)(3) 103000 0 SUBSTANCE USE DISORDER RESEARCH GRANT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE 160 ALDRICH HALL IRVINE CA 926977600 952226406 501(C)(3) 102500 0 SUBSTANCE USE DISORDER RESEARCH GRANT LOUISIANA MENTAL HEALTH ASSOCIATION 544 COLONIAL DRIVE BATON ROUGE LA 708066507 720688911 501(C)(3) 89757 0 MH PROGRAMS - RURAL MH SUPPORT, MH PROGRAMS - DIRECT SERVICE GRANT, PARENT SUPPORT NETWORK GRANT, MEETING ATTENDANCE STIPEND MENTAL HEALTH ADVOCATES OF WESTERN NEW YORK 1021 BROADWAY STREET 5TH FLOOR BUFFALO NY 14212 166050686 501(C)(3) 75000 0 SUBSTANCE USE DISORDER RESEARCH GRANT MHA OF DUTCHESS COUNTY 253 MANSION STREET POUGHKEEPSIE NY 12601 141402059 501(C)(3) 75000 0 SUBSTANCE USE DISORDER RESEARCH GRANT MHA OF WEST CENTRAL INDIANA 1460 SPRUCE STREET TERRE HAUTE IN 478072257 208762173 501(C)(3) 69000 0 SUBSTANCE USE DISORDER RESEARCH GRANT, MEETING ATTENDANCE STIPEND FARRR FOUNDATION 1310 CHURCH STREET SUITE A LYNCHBURG VA 24504 201592668 501(C)(3) 68000 0 SUBSTANCE USE DISORDER RESEARCH GRANT MENTAL HEALTH MINNESOTA WRIGHT BUILDING 2233 UNIVERSITY AVENUE ST PAUL MN 55114 410722639 501(C)(3) 62634 0 MH PROGRAMS - RURAL MH SUPPORT, REGIONAL POLICY COUNCIL, COMMUNITY ENGAGEMENT GRANT MHA OF GREATER DALLAS 2824 SWISS AVENUE 3 DALLAS TX 75204 750999935 501(C)(3) 50616 0 MH PROGRAMS - RURAL MH SUPPORT, COMMUNITY ENGAGEMENT GRANT, MEETING ATTENDANCE STIPEND MHA OF MONTANA POST OFFICE BOX 88 BOZEMAN MT 597710088 810289661 501(C)(3) 50000 0 COMMUNITY DRIVEN MH PROGRAMS GRANT MHA OF SOUTH CAROLINA 1823 GADSDEN STREET COLUMBIA SC 29201 570362584 501(C)(3) 49000 0 MH PROGRAMS - RURAL MH SUPPORT, MEETING ATTENDANCE STIPEND MHA IN MONTGOMERY 1116 SOUTH HULL STREET MONTGOMERY AL 36104 630328645 501(C)(3) 48000 0 MH PROGRAMS - RURAL MH SUPPORT MHA OF ROCHESTERMONROE COUNTY 274 NORTH GOODMAN STREET UNIT D103 ROCHESTER NY 14607 161395575 501(C)(3) 43750 0 MH PROGRAMS - DIRECT SERVICE GRANT MHA OF ARIZONA 5110 NORTH 40TH STREET SUITE 201 PHOENIX AZ 850182126 860129976 501(C)(3) 30000 0 MH PROGRAMS - DIRECT SERVICE GRANT MHA IN PENNSYLVANIA 4075 LINGLESTOWN ROAD PMB 203 HARRISBURG PA 17212 231411212 501(C)(3) 25000 0 MH PROGRAMS - DIRECT SERVICE GRANT MHA IN FORSYTH COUNTY 1509 SOUTH HAWTHORNE ROAD WINSTON SALEM NC 271034125 560776248 501(C)(3) 25000 0 MH PROGRAMS - DIRECT SERVICE GRANT MHA OF THE PALM BEACHES 909 FERN STREET WEST PALM FL 334015717 590760220 501(C)(3) 23000 0 MH PROGRAMS - DIRECT SERVICE GRANT, MEETING ATTENDANCE STIPEND TAMPA BAY THRIVES 400 NORTH TAMPA STREET 15TH FLOOR TAMPA FL 33602 843036723 501(C)(3) 22000 0 MH PROGRAMS - DIRECT SERVICE GRANT VIBRANT EMOTIONAL HEALTH 50 BROADWAY 19TH FLOOR NEW YORK NY 10004 132637308 501(C)(3) 14000 0 REGIONAL POLICY COUNCIL MHA OF EAST TENNESSEE 9050 EXECUTIVE PARK DRIVE SUITE 104-A KNOXVILLE TN 37923 620642878 501(C)(3) 14000 0 REGIONAL POLICY COUNCIL MENTAL HEALTH CONNECTICUT 76 BATTERSON PARK ROAD SUITE 303 FARMINGTON CT 06032 060646593 501(C)(3) 7000 0 MH PROGRAMS - HAPPY COLOR GRANT, TECHNOLOGY AND MENTAL HEALTH, MEETING ATTENDANCE STIPEND 25 0 PART I, LINE 2: FOR ALL PROGRAM SUPPORT GRANTS, NARRATIVE INTERIM AND FINAL REPORTS ARE REQUESTED, ALONG WITH A BUDGET VERSUS ACTUAL STATEMENT WITH SUFFICIENT DETAIL TO DEMONSTRATE THAT FUNDS WERE USED FOR THE INTENDED PURPOSE. THESE REPORTS GENERALLY MUST INCLUDE A DESCRIPTION OF THE ACTIVITIES UNDERTAKEN, PROGRESS MADE TOWARD THE PROJECT'S OBJECTIVES, AND ANY CHALLENGES OR DEVIATIONS ENCOUNTERED DURING IMPLEMENTATION, EXCEPT WHERE NOT APPLICABLE OR WHERE SUPERSEDED BY ADDITIONAL GRANT-SPECIFIC REQUIREMENTS. GRANTEES MUST ALSO ATTEST TO THEIR ELIGIBILITY AND TAX-EXEMPT STATUS WITH THE IRS. X X X X X X 0 0 0 0 0 0 0 1 0 ELIZABETH STRIBLING PRESIDENT AND CEO 379079 0 20000 0 0 0 11500 0 43824 0 454403 0 0 0 MARY GILIBERTI CHIEF PUBLIC POLICY OFFICER 230866 0 0 0 7800 0 8895 0 60613 0 308174 0 0 0 STUART ALLEN CHIEF MARKETING & ADVANCEMENT OFFICE 227932 0 0 0 7800 0 11500 0 22375 0 269607 0 0 0 F MICHAEL KING EVP OF OFFICE SERVICES & HR 221782 0 0 0 7799 0 11543 0 25009 0 266133 0 0 0 JESSICA KENNEDY CHIEF STRATEGY & FINANCE OFFICER 222310 0 0 0 7800 0 11500 0 11602 0 253212 0 0 0 TRACYE WEEKS CHIEF PEOPLE AND CULTURE OFFICER 227294 0 0 0 1800 0 9264 0 4219 0 242577 0 0 0 THERESA NGUYEN CHIEF RESEARCH OFFICER 181559 0 0 0 3839 0 11500 0 35789 0 232687 0 0 0 VALERIE HAIRSTON STERNS EVP, AFFILIATE NETWORK 182392 0 0 0 1636 0 7790 0 38537 0 230355 0 0 0 AMERICA ZEBALLOS CHIEF SOCIAL IMPACT OFFICER 185761 0 0 0 1796 0 3838 0 30184 0 221579 0 0 0 DEBRA PLOTNICK EVP OF STATE AND FEDERAL ADVOCACY 181989 0 0 0 1429 0 7790 0 24315 0 215523 0 0 0 TIMOTHY CLEMENT VP OF FEDERAL GOVERNMENT AFFAIRS 147215 0 0 0 0 0 0 0 12327 0 159542 0 0 0 PART I, LINE 7 THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED TO GRANT A BONUS NOT EXCEEDING 12% OF BASE SALARY, BASED ON KEY PERFORMANCE INDICATORS; THE KPIS ARE JOINTLY DETERMINED BY THE EXECUTIVE COMMITTEE AND CEO IN LINE WITH MHA'S STRATEGIC OBJECTIVES. X 1 24463 FMV X ONLINE ADS 1 62858 FMV X CRYPTOCURRENCY 12 56969 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE DIRECTORS OF THE CORPORATION ELECTED UNDER ARTICLE IV OF THE BYLAWS AND THE PRESIDING OFFICERS (CHAIRS, PRESIDENTS, OR EQUIVALENTS) OF GOVERNING BOARDS (BOARDS OF DIRECTORS OR EQUIVALENT) OF LOCAL AND STATE AFFILIATES OF THE CORPORATION, OR THEIR DESIGNEES, SHALL CONSTITUTE THE MEMBERSHIP OF THE CORPORATION. THE PRESIDENT OR CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR, OR ANY INTERIM STAFF MEMBER OR BOARD MEMBER ACTING AS THE HEAD OF LOCAL AND STAFF AFFILIATES OF THE CORPORATION OR THEIR PROXIES SHALL ACT AS DELEGATES TO THE NATIONAL DELEGATE ASSEMBLY. ALL AFFILIATES SHALL BE TREATED THE SAME, REGARDLESS OF THE ORGANIZATIONAL RELATIONSHIP MODEL THAT THEY HAVE ADOPTED. VOTING FORMULA: EACH AFFILIATE SHALL BE ELIGIBLE TO CAST TWO VOTES AT THE NATIONAL DELEGATE ASSEMBLY. EACH AFFILIATE SHALL BE ELIGIBLE TO CAST ONE ADDITIONAL VOTE FOR EVERY 300 DUES-PAYING MEMBERS OR FRACTION THEREOF THAT THE AFFILIATE CAN DEMONSTRATE DURING THE IMMEDIATE PAST CALENDAR YEAR AND ONE ADDITIONAL VOTE FOR EVERY $3,000 OR FRACTION THEREOF PAID BY THAT AFFILIATE TO THE CORPORATION FOR ITS AFFILIATION FEE DURING THE IMMEDIATE PAST CALENDAR YEAR. MEMBERS OF THE BOARD: DIRECTORS OF THE CORPORATION SHALL BE CONSIDERED "AT-LARGE" MEMBERS OF THE NATIONAL DELEGATE ASSEMBLY AND SHALL NOT BE COUNTED IN AN AFFILIATE'S TOTAL. THEY SHALL EACH BE PERMITTED TO CAST ONE VOTE AT THE NATIONAL DELEGATE ASSEMBLY. ELIGIBILITY TO VOTE: IN ORDER TO CAST ANY VOTES, EACH AFFILIATE MUST HAVE PAID ALL AFFILIATION FEES APPROVED BY THE BOARD FOR THAT AFFILIATE FOR THE IMMEDIATE PAST CALENDAR YEAR PRIOR TO THE DEADLINE SET BY THE BOARD. LOCAL AFFILIATES WHICH DO NOT PAY AFFILIATION FEES TO THE CORPORATION SHALL BE PERMITTED TO VOTE IF THE AFFILIATE TO WHICH THE LOCAL AFFILIATE PAYS AFFILIATION FEES HAS PAID ALL AFFILIATION FEES APPROVED BY THE BOARD FOR THE STATE AFFILIATE FOR THE IMMEDIATE PAST CALENDAR YEAR PRIOR TO THE DEADLINE SET BY THE BOARD UNLESS THE STATE AFFILIATE CERTIFIES THAT CURRENT FEES TO THE STATE AFFILIATE ARE UNPAID AND REQUESTS THAT THE LOCAL AFFILIATE NOT BE PERMITTED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL CONSIST OF BETWEEN 18 AND 24 DIRECTORS, 15 TO 21 OF WHICH SHALL BE ELECTED BY THE NATIONAL DELEGATE ASSEMBLY FROM A SLATE PRESENTED BY THE BOARD DEVELOPMENT AND GOVERNANCE OR FROM NOMINATIONS MADE AS HEREINAFTER PROVIDED AND THREE OF WHICH, THE IMMEDIATE PAST CHAIR, CHAIR, AND CHAIR-ELECT, SHALL BE ELECTED BY THE BOARD AT THE BOARD MEETING FOLLOWING THE NATIONAL DELEGATE ASSEMBLY EACH YEAR. FORM 990, PART VI, SECTION A, LINE 7B FOR THE MANAGEMENT OF THE BUSINESS AND FOR THE CONDUCT OF THE AFFAIRS OF THE CORPORATION, AND IN FURTHER DEFINITION, LIMITATION AND REGULATION OF THE POWERS OF THE CORPORATION AND OF ITS DIRECTORS AND MEMBERS, IT IS FURTHER PROVIDED THAT, NOTWITHSTANDING ANYTHING IN THE CORPORATION'S BYLAWS TO THE CONTRARY, THE MEMBERSHIP SHALL HAVE FINAL AUTHORITY ON ALL MATTERS GOVERNING AMENDMENTS TO THE CERTIFICATE OF INCORPORATION, SIZE OF THE BOARD OF DIRECTORS, ELECTION OF THE BOARD DEVELOPMENT AND GOVERNANCE COMMITTEE, ACTION RECOMMENDATIONS FROM THE BOARD OF DIRECTORS ON AMENDING THE STANDARDS OF AFFILIATION AND OTHER MISCELLANEOUS MATTERS. FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT AND MANAGEMENT REVIEW THE DRAFT 990 FOR ACCURACY. THE FORM IS THEN FORWARDED TO THE SECRETARY/TREASURER OF THE BOARD FOR THEIR REVIEW. ONCE COMMENTS, IF ANY, ARE RECEIVED FROM THE SECRETARY/TREASURER, A DRAFT IS FORWARDED TO THE FULL BOARD OF DIRECTORS. FINAL COMMENTS ARE THEN FORWARDED TO THE OUTSIDE ACCOUNTING FIRM, WHO FILES THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD AND COMMITTEE MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY; THE STATEMENTS ARE REVIEWED BY THE SECRETARY/TREASURER. ANY CONFLICTS OF INTEREST ARE BROUGHT BY THE SECRETARY/TREASURER TO THE EXECUTIVE COMMITTEE. THE MEMBER IS ASKED TO EXCUSE THEMSELVES IN COMMENTING OR VOTING ON ISSUES THAT ARE OR MIGHT APPEAR TO BE OF CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 MHA USES COMPENSATION ANALYSES TO MONITOR THE COMPENSATION OF ALL POSITIONS, INCLUDING OFFICERS AND KEY EMPLOYEES. THE COMPENSATION STUDIES INCLUDE SIMILAR POSITIONS WITHIN THE WASHINGTON, DC METRO AREA, WITHIN THE HEALTH CARE FIELD, AND WITHIN THE NON-PROFIT INDUSTRY, AND DECISIONS ARE DOCUMENTED AS WELL. FORM 990, PART VI, SECTION C, LINE 19 MHA MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). OUR WEBSITE, WWW.MHANATIONAL.ORG, IS THE MAIN SOURCE OF COMMUNICATION. IF SOMEONE CALLS OR EMAILS TO REQUEST THIS INFORMATION, IT IS SENT OUT PROMPTLY.