MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC

EIN: 465714524 501(c)(3) Mental Health

FOXBOROUGH, MA

Total Revenue
$6,063,415
Total Expenses
$6,007,113
Total Assets
$1,407,178
Net Assets
$1,066,400
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
DE
Principal Officer
REBECCA BAGLEY
Phone
7322904255
Tax Period
2024-01-01 to 2024-12-31

MENTAL HEALTH LEADERSHIP INITIATIVE INC C/O VERDOLINO & LOWEY PC, founded in 2014, is a community nonprofit in the Mental Health sector that reported $6.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

SEE PAGE 2, PART III, LINE 1.

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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 $6,035,548
Program Service Revenue $0
Investment Income $27,867
Other Revenue $0
TOTAL REVENUE $6,063,415

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,688,182
Fundraising Expenses $282,386
Program Expenses $5,180,168
Other Expenses $3,318,931
TOTAL EXPENSES $6,007,113

Year-over-Year Comparison

2024 2023 Change
Revenue $6,063,415 $5,229,099 +0.2%
Expenses $6,007,113 $5,567,958 +0.1%
Net Income $56,302 $-338,859 -1.2%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
1
Employees
27
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
4
$673,777
Total Directors
3
$398,552
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK KENNEDY DIRECTOR/CHAIRMAN 40.00
Director
$325,000 $73,552 $398,552
KEITH LOWEY TREASURER/DIRECTOR 2.00
Officer Director
$0 $0 $0
ALLAN FOX DIRECTOR 0.50
Director
$0 $0 $0
JOHN GRAHAM SECRETARY 0.10
Officer
$0 $0 $0
KARA KUKFA CHIEF OF OPERATIONS/ASST S 40.00
Officer
$183,750 $86,681 $270,431
REBECCA BAGLEY PRESIDENT/CEO 40.00
Officer
$325,500 $77,846 $403,346
LAUREN FINKE POLICY DIRECTOR 40.00
Highest
$140,966 $20,501 $161,467
TRUDY AVERY SENIOR DIRECTOR OF PROGRAM & DEVELOPMENT 40.00
Highest
$100,492 $1,464 $101,956
KATHERINE CLARK CHIEF OF STAFF 40.00
Highest
$140,539 $34,145 $174,684
NATHANIEL COUNTS CHIEF POLICY DIRECTOR 40.00
Highest
$141,539 $24,849 $166,388
MEREDITH ELKINS CHIEF COMMUNICATIONS OFFICER 40.00
Highest
$159,923 $25,964 $185,887
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 $6,063,415 $6,007,113 $1,407,178 $56,302
2023 $5,229,099 $5,567,958 $1,186,113 $-338,859
2022 $1,095,563 $2,674,711 $1,454,943 $-1,579,148
2021 $1,264,079 $2,566,927 $3,196,555 $-1,302,848
2020 $1,032,799 $2,578,198 $4,462,402 $-1,545,399
2019 $1,672,567 $4,730,707 $6,502,104 $-3,058,140
2018 $645,742 $3,262,442 $8,615,420 $-2,616,700
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