NATIONAL ASSOCIATION FOR BEHAVIORAL HEAL THCARE EDUCATION AND RESEARCH FOUNDATION (EIN 521152272) - Form 990 Financial Analysis & Trantor Score

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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

1979

Legal Domicile

Principal Officer

DENI CARISE

Phone

2023936700

Tax Period

2021-01-01 to 2021-12-31

NATIONAL ASSOCIATION FOR BEHAVIORAL HEAL THCARE EDUCATION AND RESEARCH FOUNDATION, founded in 1979, is a small nonprofit that reported $200K in total revenue in fiscal year 2021. Revenue surged 3333300% from the prior year, signaling strong growth momentum.

Mission

TO PROMOTE EDUCATION AND RESEARCH TO IMPROVE THE CARE AND TREATMENT OF BEHAVIORAL HEALTHCARE; FURTHER IMPROVE THE QUALITY OF BEHAVIORAL HEALTHCARE FACILITIES; AND ADVANCE THE SCIENTIFIC UNDERSTANDING OF THE KNOWLEDGE OF HUMAN BEHAVIOR.

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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 (2021)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $200,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2021	2020	Change
Revenue	$200,004	$6	+33333.0%
Expenses	N/A	N/A	N/A
Net Income	N/A	$6	N/A

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

Total Directors

$397,593

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA E RICHARDSON	DIRECTOR (FROM OCT '21)	1.00	Director	$0	$30,685	$244,910
JOHN SNOOK	DIRECTOR (TO OCT '21)	1.00	Director	$0	$24,433	$152,683
DONALD PARKER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM SHAHEEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY C PAWLIKOWSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
DENI CARISE PHD	TREASURER	1.00	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
2021	$200,004	No data	$232,785	No data

NATIONAL ASSOCIATION FOR BEHAVIORAL HEAL THCARE EDUCATION AND RESEARCH FOUNDATION