THE REACH INSTITUTE RESOURCE FOR A… - 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

2006

Legal Domicile

Principal Officer

LISA HUNTER ROMANELLI PH

Phone

2129477322

Tax Period

2023-01-01 to 2023-12-31

THE REACH INSTITUTE RESOURCE FOR ADVANCING CHILDREN'S HEALTH, founded in 2006, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO ENSURE THE MOST EFFECTIVE, SCIENTIFICALLY-PROVEN MENTAL HEALTH CARE REACHES ALL CHILDREN AND FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $1,690,560 Revenue: $1,616,309

OUR PATIENT-CENTERED MENTAL HEALTH IN PEDIATRIC PRIMARY CARE (PPP) MINI-FELLOWSHIP PROGRAM PROVIDES PEDIATRICIANS, FAMILY PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN'S ASSISTANTS, PSYCHIATRISTS AND...

OUR PATIENT-CENTERED MENTAL HEALTH IN PEDIATRIC PRIMARY CARE (PPP) MINI-FELLOWSHIP PROGRAM PROVIDES PEDIATRICIANS, FAMILY PHYSICIANS, NURSE PRACTITIONERS, PHYSICIAN'S ASSISTANTS, PSYCHIATRISTS AND NEUROLOGISTS WITH UP-TO-DATE TRAINING IN CARING FOR CHILDREN AND ADOLESCENTS WITH COMMON MENTAL HEALTH CONDITIONS. DELIVERED BY A WORLD-CLASS FACULTY OF PEDIATRICIANS, DEVELOPMENTAL-BEHAVIORAL PEDIATRICIANS, CLINICAL NURSE SPECIALISTS, AND CHILD AND ADOLESCENT PSYCHIATRISTS, PPP TRAINING HELPS CLINICIANS TRANSFORM THEIR PRACTICES, INCREASE PRODUCTIVITY, AND IMPROVE WORK SATISFACTION. THIS INNOVATIVE PROGRAM INCREASES CLINICIANS' COMFORT WITH ASSESSING, DIAGNOSING, AND TREATING PEDIATRIC MENTAL HEALTH CONCERNS. IN 2023, 675 PROVIDERS COMPLETED THE PPP PROGRAM THROUGH REACH.

Program 2

Expenses: $89,587 Revenue: $85,650

THE ADULT BEHAVIORAL HEALTH IN PRIMARY CARE PROGRAM (ABH-PC) PROVIDES FAMILY PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN'S ASSISTANTS WITH UP-TO-DATE TRAINING IN CARING FOR ADULTS WITH COMMON...

THE ADULT BEHAVIORAL HEALTH IN PRIMARY CARE PROGRAM (ABH-PC) PROVIDES FAMILY PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN'S ASSISTANTS WITH UP-TO-DATE TRAINING IN CARING FOR ADULTS WITH COMMON MENTAL HEALTH CONDITIONS. DELIVERED BY A WORLD-CLASS FACULTY OF PSYCHIATRISTS AND FAMILY PHYSICIANS, ABH-PC TRAINING HELPS CLINICIANS TRANSFORM THEIR PRACTICES, INCREASE PRODUCTIVITY, AND IMPROVE WORK SATISFACTION. THIS INNOVATIVE PROGRAM INCREASES CLINICIANS' COMFORT WITH ASSESSING, DIAGNOSING, AND TREATING ADULT MENTAL HEALTH CONCERNS. IN 2023, 23 PRIMARY CARE PROVIDERS COMPLETED THE ABH-PC PROGRAM.

Program 3

Expenses: $153,934 Revenue: $147,167

THE CHILD AND ADOLESCENT TRAINING IN EVIDENCE-BASED PSYCHOTHERAPIES (CATIE) PROGRAM IS A PARTNERSHIP BETWEEN THE REACH INSTITUTE AND LEADING CLINICIANS AND TREATMENT RESEARCHERS TO PROVIDE THERAPISTS TRAINING IN EVIDENCE-BASED PSYCHOTHERAPY TREATMENTS. THROUGH CATIE, THERAPISTS LEARN HOW TO ACCURATELY ASSESS THEIR CLIENTS AND PROVIDE AND PROVIDECOGNITIVE-BEHAVIORAL THERAPY (CBT) FOR DISRUPTIVE BEHAVIOR SYMPTOMS, ANXIETY SYMPTOMS, DEPRESSION SYMPTOMS, AND TRAUMA SYMPTOMS. TRAINING INCLUDES A 2-DAY WORKSHOP FOLLOWED BY 12 GROUP CONSULTATION CALLS. WE ALSO HAVE CATIE COURSES FOR PRIMARY CARE PROVIDERS: CBT FOR ANXIETY IN PEDIATRIC PRIMARY CARE (CBT-A IN PPC) AND ADDRESSING TRAUMA IN PEDIATRIC PRIMARY CARE (ATIPP) IN 2023, 25 MENTAL HEALTH CLINICIANS COMPLETED CATIE TRAINING, 48 PRIMARY CARE PROVIDERS COMPLETED ATIPP TRAINING, AND 61 PRIMARY CARE PROVIDERS COMPLETED CBT-A TRAINING.

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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 $326,859

Program Service Revenue $1,849,126

Investment Income $70,699

Other Revenue $0

TOTAL REVENUE $2,246,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,034,019

Fundraising Expenses $0

Program Expenses $1,934,081

Other Expenses $1,199,789

TOTAL EXPENSES $2,233,808

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,246,684	$1,976,697	+0.1%
Expenses	$2,233,808	$2,134,225	+0.0%
Net Income	$12,876	$-157,528	-1.1%

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

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

$288,854

Total Directors

$65,513

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER S JENSEN MD	CHAIR	4.00	Officer Director	$65,513	$0	$65,513
SETH FINKEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ROBERT MARSHALL	TREASURER	2.00	Officer Director	$0	$0	$0
ROBIN HULSHIZER	SECRETARY	2.00	Officer Director	$0	$0	$0
ALAN AXELSON MD	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BUCCINO MD	DIRECTOR	1.00	Director	$0	$0	$0
PAULA DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
WYNFORD DORE	DIRECTOR	0.50	Director	$0	$0	$0
ANYSA HOLDER	DIRECTOR	0.50	Director	$0	$0	$0
SUNMEE HUH	DIRECTOR	0.50	Director	$0	$0	$0
LAURA JONES	DIRECTOR THRU 5/2/23	1.00	Director	$0	$0	$0
DANIELLE LEWIS LEVY	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW RAIMONDI	DIRECTOR THRU 9/15/23	0.50	Director	$0	$0	$0
ELIZABETH REAGAN	DIRECTOR	1.00	Director	$0	$0	$0
ERICA RUBACH	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW SAGAT	DIRECTOR	0.50	Director	$0	$0	$0
JAMI SCHWARTZ	DIRECTOR	0.50	Director	$0	$0	$0
REKA SHINKLE	DIRECTOR	0.50	Director	$0	$0	$0
ANIKA WARREN WOOD	DIRECTOR	1.00	Director	$0	$0	$0
LISA HUNTER ROMANELLI PHD	CEO	40.00	Officer	$213,357	$9,984	$223,341
LISA KHAN-KAPADIA	PROGRAM DIRECTOR	40.00	Highest	$123,868	$5,990	$129,858

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	$2,246,684	$2,233,808	$2,445,589	$12,876
2022	$1,976,697	$2,134,225	$2,125,712	$-157,528
2021	$2,264,723	$1,835,844	$2,357,719	$428,879
2020	$1,537,458	$1,260,960	$1,897,715	$276,498
2019	$1,866,636	$1,514,509	$1,638,860	$352,127
2018	$1,610,704	$1,311,918	$1,157,318	$298,786

THE REACH INSTITUTE RESOURCE FOR ADVANCING CHILDREN'S HEALTH