JGB MENTAL HEALTH AND MENTAL RETAR… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Lauren Doody

Phone

2127696200

Tax Period

2023-07-01 to 2024-06-30

JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES Inc, founded in 2004, is a community nonprofit in the Mental Health sector that reported $4.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 11% surplus.

Mission

TO PROVIDE EXCEPTIONAL SERVICES THAT INSPIRE PEOPLE WHO ARE VISUALLY IMPAIRED TO ATTAIN THEIR GOALS.

Program Service Accomplishments

Program 1

Expenses: $2,669,544 Revenue: $1,562,274

JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES INC.'S BEHAVIORAL HEALTH SERVICES INCLUDE SEVERAL PROGRAMS SPECIFICALLY DESIGNED FOR PEOPLE WITH VISION LOSS AND OTHER DISABILITIES WHO BENEFIT FROM BEHAVIORAL HEALTH TREATMENT PROGRAMS. EACH PROGRAM IS DESIGNATED BY NEW YORK STATE AS VITAL ACCESS/SAFETY NET PROVIDERS DUE TO THE NUMBER OF MEDICAID PATIENTS WE SERVE WITH EXTREMELY HIGH NEEDS. SEE SCHEDULE O.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,612,000

Program Service Revenue $1,562,274

Investment Income $5,237

Other Revenue $0

TOTAL REVENUE $4,179,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,526,841

Fundraising Expenses $0

Program Expenses $2,669,544

Other Expenses $1,208,587

TOTAL EXPENSES $3,735,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,179,511	$3,866,905	+0.1%
Expenses	$3,735,428	$3,803,980	0.0%
Net Income	$444,083	$62,925	+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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$4,166,770

Total Directors

$1,079,452

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CALVIN W ROBERTS MD	President & CEO	1.0	Officer Director	$21,032	$27,856	$1,079,452
PAUL D MISITI	CHIEF OPERATING OFFICER	0.0	Officer	$0	$24,806	$491,886
MAURA SWEENEY	CHIEF PROGRAM & SERV. OFFICER	6.0	Officer	$57,674	$44,805	$429,303
BRIAN DEVER	CHIEF DEVEL. OFFICER	0.0	Officer	$0	$59,814	$359,477
BRYAN M WOLYNSKI	Chief Technology Officer	0.0	Officer	$0	$38,605	$285,256
WILLIAM H SEIPLE	Chief Research Officer	0.0	Officer	$0	$20,352	$279,923
NICOLE R HART	GC & CHIEF COMPLIANCE OFFICER	2.0	Officer	$10,480	$65,072	$274,644
MELISSA ROSENBAUM	CHIEF PEOPLE OFFICER	4.4	Officer	$24,177	$40,234	$260,030
MD M RAHMAN	Dir IT Network Infra &Ops	5.25	Highest	$26,627	$62,709	$240,226
CHARLES M CAMPOS	Dir of Budget and Reimbur	4.94	Highest	$20,832	$64,351	$212,102
EDWARD ROSS	Dir. of Health Services	17.5	Highest	$76,763	$52,836	$206,363
JAINE M SCHMIDT	CHIEF COMM. & MARK. OFFICER	1.75	Officer	$8,484	$35,313	$204,987
LAUREN DOODY	DIR. OF FIN./CFO AS OF 3/7/24	3.2	Officer	$14,813	$19,302	$204,463
CHERYL A PEMBERTON-GRAVES	CHIEF VOLUNTEER OFFICER	0.37	Officer	$1,056	$49,390	$163,793
KAREN L BARTH	Dir. of Benefits and Comp	3.85	Highest	$15,749	$13,629	$156,809
CARMEN WAN	Asst. Director of Finance	3.5	Highest	$13,154	$12,372	$143,907
SARAH A SPICEHANDLER	Exe. Asst.,CEO/Asst. Secretary	1.2	Officer	$2,842	$38,805	$133,556
JAMES M DUBIN	CHAIRMAN	0.1	Officer Director	$0	$0	$0
LAWRENCE E GOLDSCHMIDT	VICE CHAIR & TREASURER	0.1	Officer Director	$0	$0	$0
ERIC MAIDENBERG	SECRETARY	0.1	Officer Director	$0	$0	$0
MARIOS DAMIANIDES	ASSISTANT TREASURER	0.1	Officer Director	$0	$0	$0
PAULINE RAIFF	IMMEDIATE PAST CHAIR	0.1	Officer Director	$0	$0	$0
RONALD G WEINER	DEPUTY CHAIR	0.1	Officer Director	$0	$0	$0
THOMAS G KAHN	DIRECTOR	0.1	Director	$0	$0	$0
THOMAS S T GIMBEL	DIRECTOR	0.1	Director	$0	$0	$0

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	$4,179,511	$3,735,428	$282,294	$444,083
2024	No data	No data	No data	No data
2023	$3,866,905	$3,803,980	$511,641	$62,925
2022	$6,591,098	$3,482,119	$677,593	$3,108,979
2021	$1,680,246	$4,990,340	$640,407	$-3,310,094
2018	$4,260,032	$5,678,687	$2,725,121	$-1,418,655

JGB MENTAL HEALTH AND MENTAL RETARDATION SERVICES Inc