THE MENTAL HEALTH ASSOCIATION OF R… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

VALERIE WAY

Phone

5853253145

Tax Period

2025-01-01 to 2025-12-31

THE MENTAL HEALTH ASSOCIATION OF ROCHESTER/MONROE COUNTY INC, founded in 1975, is a community nonprofit in the Mental Health sector that reported $2.8M in total revenue in fiscal year 2025.

Mission

THE MENTAL HEALTH ASSOCIATION PROMOTES LASTING MENTAL WELLNESS THROUGH A SPECTRUM OF CULTURALLY COMPETENT PROGRAMS AND SERVICES. WE HELP PEOPLE FIND THE TOOLS AND RESOURCES THAT THEY NEED TO ACHIEVE AND MAINTAIN MENTAL WELNESS. FOR OVER 70 YEARS WE HAVE PROMOTED MENTAL WELLNESS IN OUR COMMUNITY THROUGH EDUCATIONAL PROGRAMMING, REFERRAL TO NEEDED SERVICES AND INDIVIDUALIZED SUPPORT AND ASSISTANCE TO THOSE IN GREATER NEED. ALL OF OUR PROGRAMS FOCUS ON INCREASING EACH PERSON'S ABILITY TO TAKE CARE OF HIM/HERSELF AS THEY MOVE BACK AND FORTH ALONG THE CONTINUUM OF MENTAL WELLNESS. WE WANT PEOPLE TO LEAVE THE MENTAL HEALTH ASSOCIATION KNOWING HOW TO RECOGNIZE WHEN THEY NEED HELP AND THE KNOW-HOW TO FOLLOW THE STEPS TO GET IT.

Program Service Accomplishments

Program 1

Expenses: $406,446

FAMILY SUPPORT SERVICES - STAFFED BY PARENTS OF A CHILD WITH EMOTIONAL OR BEHAVIORAL CHALLENGES, THIS PROGRAM PROVIDES MENTORING, ADVOCACY AND SUPPORT GROUPS.

Program 2

Expenses: $219,418

HOME COMMUNITY BASED SERVICES - ADULT BEHAVIORAL HOME AND COMMUNITY-BASED SERVICES (HCBS) ARE RECOVERY AND WELLNESS SERVICES FOR PEOPLE WITH MENTAL HEALTH AND OR SUBSTANCE USE DISORDERS. THEY PROVIDE SUPPORT THAT HELPS A PERSON ACHIEVE VARIOUS LIFE GOALS. THEY ARE AVAILABLE FOR PEOPLE 21 AND OVER WHO ARE ENROLLED IN A MEDICAID MANAGED CARE HEALTH AND RECOVERY PLAN (HARP).

Program 3

Expenses: $235,261

CREATIVE WELLNESS - CREATIVE WELLNESS PROVIDES OPPORTUNITIES FOR INDIVIDUALS FOCUSED ON THEIR MENTAL HEALTH JOURNEYS TO PARTICIPATE IN ARTISTIC SELF EXPRESSION ACTIVITIES, WORKSHOPS AND SUPPORT...

CREATIVE WELLNESS - CREATIVE WELLNESS PROVIDES OPPORTUNITIES FOR INDIVIDUALS FOCUSED ON THEIR MENTAL HEALTH JOURNEYS TO PARTICIPATE IN ARTISTIC SELF EXPRESSION ACTIVITIES, WORKSHOPS AND SUPPORT GROUPS THAT ARE FACILITATED BY PEERS IN RECOVERY.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $2,422,557

Program Service Revenue $239,660

Investment Income $90,221

Other Revenue $2,701

TOTAL REVENUE $2,755,139

Expense Breakdown

Grants Paid $106,500

Salaries & Benefits $1,848,933

Fundraising Expenses $106,651

Program Expenses $2,147,771

Other Expenses $945,456

TOTAL EXPENSES $2,900,889

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,755,139	$2,562,098	+0.1%
Expenses	$2,900,889	$2,860,575	+0.0%
Net Income	$-145,750	$-298,477	-0.5%

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

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members

Independent Members

Employees

Volunteers

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

$129,385

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA WILSON	CHAIR	1.00	Officer Director	$0	$0	$0
CHRISTEN BRUU	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JACQUELINE WAMBACH	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA WOODS	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTINA JENKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
FELICIA REED-WATT	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID OLIVEIRI	BOARD MEMBER	1.00	Director	$0	$0	$0
JUANITA LYDE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE HALLORAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF PIER	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSEL JAMES	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE WAY	PRESIDENT & CEO	40.00	Officer	$115,284	$14,101	$129,385

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	$2,755,139	$2,900,889	$1,812,173	$-145,750
2024	$2,562,098	$2,860,575	$2,026,698	$-298,477
2023	$2,661,673	$2,728,911	$2,308,901	$-67,238
2022	$2,733,760	$2,673,268	$1,467,812	$60,492
2021	$2,545,081	$2,361,757	$1,035,266	$183,324
2020	$2,205,349	$2,181,320	$1,299,299	$24,029
2019	$2,142,381	$2,338,074	$959,933	$-195,693
2018	$2,601,702	$2,565,405	$931,379	$36,297

THE MENTAL HEALTH ASSOCIATION OF ROCHESTER/MONROE COUNTY INC