MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS INC (EIN 221568147) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

ROBERT DAVISON

Phone

9735099777

Tax Period

2023-07-01 to 2024-06-30

MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS INC, founded in 1950, is a mid-sized nonprofit in the Mental Health sector that reported $23.1M in total revenue in fiscal year 2023.

Mission

PHYSICAL HEALHCARE, TO IMPROVE THE CARE AND TREATMENT OF INDIVIDUALS WITH MENTAL ILLNESS, AND TO REMOVE THE STIGMA ASSOCIATED WITH MENTAL HEALTH DISORDERS AND ADDICTIONS. AS A COMMUNITY ORGANIZATION, WE ACCOMPLISH OUR MISSION THROUGH ADVOCACY, EDUCATION, PREVENTION, EARLY INTERVENTION, TREATMENT AND SERVICE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,478,487

Program Service Revenue $8,910,822

Investment Income $263,467

Other Revenue $407,266

TOTAL REVENUE $23,060,042

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,617,597

Fundraising Expenses $116,665

Program Expenses $19,461,566

Other Expenses $5,963,828

TOTAL EXPENSES $22,581,425

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,060,042	$21,739,427	+0.1%
Expenses	$22,581,425	$19,001,946	+0.2%
Net Income	$478,617	$2,737,481	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

314

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

$1,146,051

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DAVISON	CEO	45.00	Officer	$309,092	$35,523	$344,615
NADINE VENEZIA	COO	40.00	Officer	$206,941	$28,155	$235,096
LINDA DALLA RIVA	CFO	40.00	Officer	$182,142	$41,057	$223,199
ROSE BROWN	SENIOR DIREC	40.00	Officer	$146,235	$38,686	$184,921
ROSHAN TRAMBADIYA	CIO	40.00	Officer	$142,512	$15,708	$158,220
CRAIG ALEXANDER	TRUSTEE	2.00	Officer Director	$0	$0	$0
ROBINETTE ARTHUR	TRUSTEE	2.00	Director	$0	$0	$0
ROGER BLACK	TRUSTEE	2.00	Director	$0	$0	$0
EMERSON CROOKS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
LISA ELVIN	SECRETARY	2.00	Director	$0	$0	$0
JOSHUA GARSKY	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH GERVASI	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL GIVNER	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD HARTY	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY HELLER	TREASURER	2.00	Officer Director	$0	$0	$0
VICTORIA L HERZBERG	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL JANDOLI	TRUSTEE	2.00	Director	$0	$0	$0
REGINALD JENKINS	TRUSTEE	2.00	Director	$0	$0	$0
INGRID LOPS	TRUSTEE	2.00	Director	$0	$0	$0
WALT LUGAR	TRUSTEE	2.00	Director	$0	$0	$0
AMANDA ASTER - MCKENNA	TRUSTEE	2.00	Director	$0	$0	$0
DANIELLA MENDEZ	TRUSTEE	2.00	Director	$0	$0	$0
DONNA MILLER	TRUSTEE	2.00	Director	$0	$0	$0
BILL OLDERMAN	TRUSTEE	2.00	Director	$0	$0	$0
ARLETTE PALO	TRUSTEE	2.00	Director	$0	$0	$0
CLELIA G PERGOLA	TRUSTEE	2.00	Director	$0	$0	$0
JAIME PULA	TRUSTEE	2.00	Director	$0	$0	$0
DIANA RICCIOLI	TRUSTEE	2.00	Director	$0	$0	$0
ROY SALLEY	TRUSTEE	2.00	Director	$0	$0	$0
BEA SHERMAN	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA SMALL	PRESIDENT	5.00	Director	$0	$0	$0
MERLE TAYLOR	TRUSTEE	2.00	Director	$0	$0	$0
MARY ELLEN ZUNG	TRUSTEE	2.00	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
2025	No data	No data	No data	No data
2024	$23,060,042	$22,581,425	$21,577,006	$478,617
2023	$21,739,427	$19,001,946	$20,516,219	$2,737,481
2022	$15,472,630	$14,949,347	$16,838,687	$523,283
2021	$17,313,973	$14,340,400	$15,895,175	$2,973,573
2020	$14,789,495	$14,175,498	$14,442,588	$613,997
2019	$13,678,715	$13,457,851	$11,069,362	$220,864

MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS INC