Tasks Unlimited Mental Health Serv… - 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

1986

Legal Domicile

Principal Officer

Trevor B Johnson

Phone

6128713320

Tax Period

2023-01-01 to 2023-12-31

Tasks Unlimited Mental Health Services, founded in 1986, is a community nonprofit in the Mental Health sector that reported $2.3M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Tasks Unlimited Mental Health Services provides mental health services to enable adults with severe and persistent mental illness to maximize their mental health, independence and employability.

Program Service Accomplishments

Program 1

Expenses: $1,029,628 Revenue: $1,289,068

Tasks Unlimited Mental Health Services provides case management to individuals with severe and persistence mental illness. The organization served 391 participants with case management in 2023.

Program 2

Expenses: $1,048,678 Revenue: $1,030,127

Tasks Unlimited Mental Health Services provided housing stabilization services to 90 individuals with severe and persistent mental illness in 2023 through utilization of mental health coordinators...

Tasks Unlimited Mental Health Services provided housing stabilization services to 90 individuals with severe and persistent mental illness in 2023 through utilization of mental health coordinators. Task JOBS and Lodges programs offered mental health coordination with 91 participants served in 2023, and 98% of clients avoided hospitalization.

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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 $0

Program Service Revenue $2,319,195

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,319,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,860,850

Fundraising Expenses $0

Program Expenses $2,078,306

Other Expenses $489,599

TOTAL EXPENSES $2,350,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,319,195	$1,966,186	+0.2%
Expenses	$2,350,449	$2,316,190	+0.0%
Net Income	$-31,254	$-350,004	-0.9%

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

$505,569

Total Directors

$156,071

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steve Erickson	Chair	2.00	Officer Director	$0	$7,274	$42,823
Elizabeth Mihalchick	Secretary/Treasurer	2.00	Officer Director	$0	$8,197	$113,248
Marianne Christiansen	Director	2.00	Director	$0	$0	$0
Michael Maus	Director	2.00	Director	$0	$0	$0
Kyle VanAcker	Director	2.00	Director	$0	$0	$0
Karen Johnston	Executive Director (thru Oct '23)	2.00	Officer	$0	$17,418	$198,745
Trevor Johnson	Executive Director (as of Nov '23)	2.00	Officer	$0	$367	$17,001
Heather Simon Carlson	Chief Financial Officer	2.00	Officer	$0	$13,725	$133,752

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	$2,319,195	$2,350,449	$827,823	$-31,254
2022	$1,966,186	$2,316,190	$366,358	$-350,004
2021	$2,036,406	$2,101,704	$545,846	$-65,298
2020	$1,919,981	$1,947,151	$446,806	$-27,170
2019	$1,831,183	$1,964,308	$566,668	$-133,125
2018	$2,238,405	$2,302,244	$538,112	$-63,839

Tasks Unlimited Mental Health Services