WINDHORSE INTEGRATIVE MENTAL HEALTH INC

EIN: 043180017 501(c)(3) Mental Health

NORTHAMPTON, MA

Total Revenue
$8,970,081
Total Expenses
$8,075,890
Total Assets
$7,133,411
Net Assets
$5,778,692
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
MA
Principal Officer
MICHAEL STEIN
Phone
4135860207
Tax Period
2023-01-01 to 2023-12-31

WINDHORSE INTEGRATIVE MENTAL HEALTH INC, founded in 1993, is a community nonprofit in the Mental Health sector that reported $9.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $8.1M left a modest 10% surplus.

Mission

THE PURPOSE OF WINDHORSE INTEGRATIVE MENTAL HEALTH IS TO PROVIDE LEADERSHIP AS A COALITION OF PROFESSIONALS, CONSUMERS, AND FAMILY MEMBERS COMMITED TO A COMPREHENSIVE RANGE OF SERVICES TO PERSONS WHO ARE EXPERIENCING PYSCHIATRIC DISORDERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,286,598
Program Service Revenue $7,647,030
Investment Income $35,653
Other Revenue $800
TOTAL REVENUE $8,970,081

Expense Breakdown

Grants Paid $179,987
Salaries & Benefits $5,718,335
Fundraising Expenses $0
Program Expenses $6,411,969
Other Expenses $2,177,568
TOTAL EXPENSES $8,075,890

Year-over-Year Comparison

2023 2022 Change
Revenue $8,970,081 $7,088,874 +0.3%
Expenses $8,075,890 $6,963,284 +0.2%
Net Income $894,191 $125,590 +6.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
119
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$695,445
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGELA PINHEIRO DIRECTOR 1.00
Director
$0 $0 $0
KEN HAMILITON PRESIDENT 1.00
Officer Director
$0 $0 $0
SALLY RETECKI DIRECTOR 1.00
Director
$0 $0 $0
MARYLOU SULLIVAN TREASURER/CLERK 2.00
Officer Director
$0 $0 $0
DAVID STARK DIRECTOR 1.00
Director
$0 $0 $0
DAVID RASCH DIRECTOR 1.00
Director
$0 $0 $0
LISA TEAGUE EXECUTIVE DIRECTOR - PORTL 40.00
Officer
$182,816 $12,559 $195,375
DIMITRI EGAN EXECUTIVE DIRECTOR - SAN L 40.00
Officer
$162,222 $31,580 $193,802
VICTORIA YOSHEN EXECUTIVE DIRECTOR - NORTH 40.00
Officer
$141,239 $11,169 $152,408
DANA DONEZA CLINICAL DIRECTOR - SAN LUIS OBISPO 40.00
Officer
$148,959 $4,901 $153,860
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $8,970,081 $8,075,890 $7,133,411 $894,191
2022 $7,088,874 $6,963,284 $6,523,071 $125,590
2021 $6,852,221 $6,137,541 $6,320,527 $714,680
2020 $6,435,782 $5,723,133 $5,598,868 $712,649
2019 $6,186,954 $5,356,357 $5,685,950 $830,597
2018 $5,172,547 $4,830,697 $5,019,347 $341,850
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