ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC

EIN: 113012392 501(c)(3) Mental Health

RONKONKOMA, NY

Total Revenue
$11,280,274
Total Expenses
$11,204,003
Total Assets
$18,490,122
Net Assets
$14,361,606
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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
NY
Principal Officer
COLLEEN MERLO LMSW
Phone
6314717242
Tax Period
2024-01-01 to 2024-12-31

ASSOCIATION FOR MENTAL HEALTH & WELLNESS INC, founded in 1990, is a mid-sized nonprofit in the Mental Health sector that reported $11.3M in total revenue in fiscal year 2024.

Mission

TO EMPOWER AND INSPIRE PEOPLE OF ALL COMMUNITIES TO IDENTIFY, PURSUE AND SUSTAIN HEALTHY, MEANINGFUL LIVES. THE VISION OF THE ASSOCIATION FOR MENTAL HEALTH AND WELLNESS, INC. IS TO UPHOLD AND EMBRACE ONGOING OPPORTUNITIES TO CREATE AN EQUITABLE AND DIVERSE ORGANIZATION, SUPPORTING SOCIAL AND EMOTIONAL WELLNESS FOR ALL PEOPLE AND ALL COMMUNITIES.

Program Service Accomplishments

Program 1
Expenses: $2,135,408 Revenue: $2,210,733

PERSONALIZED RECOVERY ORIENTED SERVICES: INDIVIDUAL, GROUP, AND CLASSROOM EXPERIENCES GEARED TO HELP PARTICIPANTS IDENTIFY AND ACHIEVE PERSONAL GOALS AND VALUED LIFE ROLES WHILE IMPROVING ONE'S...

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PERSONALIZED RECOVERY ORIENTED SERVICES: INDIVIDUAL, GROUP, AND CLASSROOM EXPERIENCES GEARED TO HELP PARTICIPANTS IDENTIFY AND ACHIEVE PERSONAL GOALS AND VALUED LIFE ROLES WHILE IMPROVING ONE'S MANAGEMENT OF THE IMPACT, EFFECTS, AND CHALLENGES OF PSYCHIATRIC DISABILITY.

Program 2
Expenses: $3,802,042 Revenue: $4,843,862

HEALTH HOME CARE MANAGEMENT: INDIVIDUALIZED, GOAL-DIRECTED CASEWORK SERVICES TO HELP PEOPLE NEGOTIATE THE MAZE OF GOVERNMENT AND PRIVATE RESOURCES IN ORDER TO OBTAIN CRITICAL SERVICES INCLUDING...

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HEALTH HOME CARE MANAGEMENT: INDIVIDUALIZED, GOAL-DIRECTED CASEWORK SERVICES TO HELP PEOPLE NEGOTIATE THE MAZE OF GOVERNMENT AND PRIVATE RESOURCES IN ORDER TO OBTAIN CRITICAL SERVICES INCLUDING TREATMENT, PUBLIC ENTITLEMENT PROGRAM BENEFITS, MEDICAL CARE, HOUSING, FINANCIAL ASSISTANCE AND SPECIALIZED SERVICES.

Program 3
Expenses: $1,172,737 Revenue: $203,346

HOUSING SERVICES: PROVIDE DIGNIFIED PERMANENT SUPPORTED AND SUPPORTIVE HOUSING FOR INDIVIDUALS IN RECOVERY FROM MENTAL ILLNESS AND HOMELESS VETERANS. HOUSING SUPPORTS INCLUDING LINKAGE TO COMMUNITY...

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HOUSING SERVICES: PROVIDE DIGNIFIED PERMANENT SUPPORTED AND SUPPORTIVE HOUSING FOR INDIVIDUALS IN RECOVERY FROM MENTAL ILLNESS AND HOMELESS VETERANS. HOUSING SUPPORTS INCLUDING LINKAGE TO COMMUNITY PROVIDERS AND RESOURCES HELP INDIVIDUALS TO REGAIN AND ATTAIN HOUSING STABILITY, AND ECONOMIC INDEPENDENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,804,062
Program Service Revenue $7,413,143
Investment Income $42,014
Other Revenue $21,055
TOTAL REVENUE $11,280,274

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,754,189
Fundraising Expenses $40,423
Program Expenses $9,051,218
Other Expenses $3,449,814
TOTAL EXPENSES $11,204,003

Year-over-Year Comparison

2024 2023 Change
Revenue $11,280,274 $11,449,869 0.0%
Expenses $11,204,003 $11,807,025 -0.1%
Net Income $76,271 $-357,156 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
147
Volunteers
4

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
8
$590,071
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR KRISTIE GOLDEN PRESIDENT 1.00
Officer Director
$0 $0 $0
ROBERT DETOR LCSW SECRETARY 1.00
Officer Director
$0 $0 $0
ROSEMARY SPECIALE BS TREASURER 1.00
Officer Director
$0 $0 $0
JENNIFER MARTIN MEMBER 1.00
Director
$0 $0 $0
ANDREW GARBARINO ESQ VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JASON SATTLER MEMBER 1.00
Director
$0 $0 $0
LORAINE BOTTI MEMBER 1.00
Director
$0 $0 $0
MIKE ST PIERRE MEMBER 1.00
Director
$0 $0 $0
SAADIA YUNNUS MEMBER 1.00
Director
$0 $0 $0
DAPHNE PERRY MEMBER 1.00
Director
$0 $0 $0
MARIANELA CASAS COO THROUGH 11/4/2024 37.50
Officer
$127,426 $55,731 $183,157
KIM KOSTER CPA CFO THROUGH JUNE 2024 37.50
Officer
$103,150 $22,939 $126,089
COLLEEN MERLO CEO 37.50
Officer
$215,230 $65,595 $280,825
SANJAY DUTT OUTSOURCED INTERIM CFO EFF. JUNE 2024 0.00
Officer
$0 $0 $0
VERONICA DE KONING DEPUTY DIRECTOR 37.50
Highest
$132,979 $19,602 $152,581
KATHLEEN ELFERS HUMAN RESOURCES DIRECTOR 37.50
Highest
$130,292 $7,317 $137,609
SUZANNE KONTAK PSYCHIATRIC NURSE PRACTITI 37.50
Highest
$181,437 $7,986 $189,423
GINA FATTIBENE ADULT CARE MANAGEMENT DIRE 37.50
Highest
$103,271 $4,607 $107,878
TARA LARKIN-FREDERICKS DIRECTOR OF SPECIAL PROJECTS 37.50
Highest
$107,598 $4,811 $112,409
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
2025 No data No data No data No data
2024 $11,280,274 $11,204,003 $18,490,122 $76,271
2023 $11,449,869 $11,807,025 $17,007,668 $-357,156
2022 $14,924,962 $13,752,373 $17,687,085 $1,172,589
2021 $15,531,532 $15,773,436 $16,761,391 $-241,904
2020 $17,276,237 $16,090,285 $17,022,068 $1,185,952
2019 $17,363,883 $14,871,539 $15,285,898 $2,492,344
2018 $12,733,049 $12,226,180 $11,863,857 $506,869
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