MENTAL HEALTH ASSOCIATION OF SOUTHWEST F

EIN: 237057026 501(c)(3)

NAPLES, FL

Total Revenue
$113,702
Total Expenses
$226,393
Total Assets
$262,996
Net Assets
$256,135
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
FL
Principal Officer
PETRA JONES
Phone
2392615405
Tax Period
2024-01-01 to 2024-12-31

MENTAL HEALTH ASSOCIATION OF SOUTHWEST F, founded in 1979, is a small nonprofit that reported $114K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $226K exceeded revenue, resulting in a 99% operating deficit.

Mission

SINCE ITS ESTABLISHMENT IN 1957, SOME OF THE MENTAL HEALTH ASSOCIATION'S NOTABLE ACHIEVEMENTS INCLUDED THE CREATION OF THE MENTAL HEALTH CLINIC - NOW THE DAVID LAWERENCE COMMUNITY MENTAL HEALTH CENTER; HOT LINE, THE 24 HOUR TELEPHONE CRISIS SERVICES - NOW A SERVICE OF PROJECT HELP; AND THE SARAH ANN CENTER, A DROP-IN FACILITY OPERATED BY AND FOR CONSUMERS OF MENTAL HEALTH SERVICES. FOR OVER 60 YEARS, MHASWFL HAS WORKED TO ACHIEVE ITS MISSION THROUGH BROAD-BASED COMMUNITY PROGRAMS AND HAS CONNECTED MANY IN NEED OF MENTAL HEALTH CARE PROVIDERS. THIS HAS BEEN AND IS ACCOMPLISHED BY: 1. PROVIDING EDUCATION AND ADVOCACY TO THOSE IN NEED, 2. HELPING REDUCE MENTAL HEALTH PROBLEMS THROUGH PREVENTION, 3. PROVIDING RESOURCES TO HELP INDIVIDUALS DEAL WITH MENTAL HEALTH ISSUES, AND 4. INCREASING AWARENESS OF MENTAL HEALTH ISSUES.

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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 $9,905
Program Service Revenue $2,125
Investment Income $82,357
Other Revenue $19,315
TOTAL REVENUE $113,702

Expense Breakdown

Grants Paid $0
Salaries & Benefits $192,152
Fundraising Expenses $11,320
Program Expenses $181,114
Other Expenses $34,241
TOTAL EXPENSES $226,393

Year-over-Year Comparison

2024 2023 Change
Revenue $113,702 $83,377 +0.4%
Expenses $226,393 $227,508 0.0%
Net Income $-112,691 $-144,131 -0.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
2
Volunteers
25

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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSHUA RUDNICK PRESIDENT 10.00
Officer Director
$0 $0 $0
DALE KLAUS VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
ROBERT LANDY PHD TREASURER 10.00
Officer Director
$0 $0 $0
CLAUDIA DAL LAGO BOARD MEMBER 10.00
Director
$0 $0 $0
KIMBERLY ROGERS LCSW RPT-S SECRETARY 10.00
Officer 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 $113,702 $226,393 $262,996 $-112,691
2023 No data No data No data No data
2022 $45,394 $227,855 $588,730 $-182,461
2021 $138,053 $222,290 $868,953 $-84,237
2020 $118,480 $227,853 $954,664 $-109,373
2018 $160,388 $236,350 $1,145,331 $-75,962
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