Mental Health America Lakeshore Inc

EIN: 391018013 501(c)(3) Mental Health

Plymouth, WI

Total Revenue
$1,084,150
Total Expenses
$674,170
Total Assets
$1,955,538
Net Assets
$1,923,415
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1963
Legal Domicile
WI
Principal Officer
Julie Preder
Phone
9204583951
Tax Period
2025-01-01 to 2025-12-31

Mental Health America Lakeshore Inc, founded in 1963, is a community nonprofit in the Mental Health sector that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $410K, a strong 38% operating margin.

Mission

To promote good mental health, prevent mental disorders and substance use conditions, and achieve victory over mental illnesses and additictions through advocacy, education, research, and services.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,021,339
Program Service Revenue $14,619
Investment Income $39,573
Other Revenue $8,619
TOTAL REVENUE $1,084,150

Expense Breakdown

Grants Paid $0
Salaries & Benefits $471,972
Fundraising Expenses $106,901
Program Expenses $431,087
Other Expenses $202,198
TOTAL EXPENSES $674,170

Year-over-Year Comparison

2025 2024 Change
Revenue $1,084,150 $601,737 +0.8%
Expenses $674,170 $513,290 +0.3%
Net Income $409,980 $88,447 +3.6%
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
13
Independent Members
13
Employees
7
Volunteers
N/A

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
5
$111,952
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Julie Preder Executive Director 040.00
Officer
$101,952 $10,000 $111,952
Barbara Klug President 001.00
Officer Director
$0 $0 $0
Elizabeth Cramer President Elect 001.00
Officer Director
$0 $0 $0
Nicole Moriarity Treasurer 001.00
Officer Director
$0 $0 $0
Danielle Lang Past President 001.00
Officer Director
$0 $0 $0
Kurt Cornielsen Board Member 001.00
Director
$0 $0 $0
Jennifer Diener Board Member 001.00
Director
$0 $0 $0
Carrie Green Board Member 001.00
Director
$0 $0 $0
Mark Kesler Board Member 001.00
Director
$0 $0 $0
Ka Lee Board Member 001.00
Director
$0 $0 $0
Grazia Perrella Board Member 001.00
Director
$0 $0 $0
Mike Stelter Board Member 001.00
Director
$0 $0 $0
Kallyn Vandenack Board Member 001.00
Director
$0 $0 $0
Amy Wirtz Board Member 001.00
Director
$0 $0 $0
Dawn Grohskopf Board Member 001.00
Director
$0 $0 $0
Amy Odekirk Board Member 001.00
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 $1,084,150 $674,170 $1,955,538 $409,980
2024 No data No data No data No data
2023 $599,245 $480,399 $1,415,883 $118,846
2022 $664,610 $466,115 $1,292,151 $198,495
2021 $489,871 $358,125 $1,136,805 $131,746
2020 $375,687 $384,004 $1,040,125 $-8,317
2019 $548,964 $369,396 $970,004 $179,568
2018 $403,968 $354,262 $802,611 $49,706
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