MENTAL HEALTH AMERICA OF FREDERICK… - 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

1955

Legal Domicile

Principal Officer

TODD RUMP

Phone

5403712704

Tax Period

2023-07-01 to 2024-06-30

MENTAL HEALTH AMERICA OF FREDERICKSBURG, founded in 1955, is a small nonprofit in the Community Improvement sector that reported $202K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $233K exceeded revenue, resulting in a 15% operating deficit.

Mission

MENTAL HEALTH AMERICA OF FREDERICKSBURG ADDRESSES THE BEHAVIORAL HEALTH AND SUBSTANCE USE NEEDS OF OUR DIVERSE COMMUNITIES ACROSS THE FREDERICKSBURG REGION BY IDENTIFYING GAPS IN LOCAL SERVICES AND CREATING UNIQUE PROGRAMS AND PARTNERSHIPS TO ADDRESS THEM.

Program Service Accomplishments

Program 1

Expenses: $48,642

SUICIDE PREVENTION EDUCATION: MHAFRED USES EVIDENCE-BASED TRAINING AND PRACTICES PROVEN TO REDUCE RATES OF SUICIDE IDEATION AND SUICIDE. CURRENTLY, MHAFRED PAYS LICENSING FEES TO PRESENT SIGNS OF...

SUICIDE PREVENTION EDUCATION: MHAFRED USES EVIDENCE-BASED TRAINING AND PRACTICES PROVEN TO REDUCE RATES OF SUICIDE IDEATION AND SUICIDE. CURRENTLY, MHAFRED PAYS LICENSING FEES TO PRESENT SIGNS OF SUICIDE TO TEENS, THE POPULATION GROUP EXPERIENCING THE HIGHEST INCREASES IN SUICIDE.

Program 2

Expenses: $36,434

SENIOR VISITORS: RATES OF SUICIDE REMAIN HIGH AMONG OLDER ADULTS, AND MAJOR DEPRESSION IS THE LEADING INDICATOR OF POSSIBLE SUICIDE. AS AN INTERVENTION, VETTED VOLUNTEERS PROVIDE COMPANIONSHIP TO...

SENIOR VISITORS: RATES OF SUICIDE REMAIN HIGH AMONG OLDER ADULTS, AND MAJOR DEPRESSION IS THE LEADING INDICATOR OF POSSIBLE SUICIDE. AS AN INTERVENTION, VETTED VOLUNTEERS PROVIDE COMPANIONSHIP TO OLDER ADULTS WHO ARE ISOLATED AND LONELY, WHICH ARE THE TWO LEADING RISK FACTORS FOR DEPRESSION.

Program 3

Expenses: $58,789

HELPLINE: MHAFRED CONTINUALLY CONTACTS LOCAL MENTAL HEALTH PROVIDERS TO OBTAIN CURRENT INFORMATION ABOUT INSURANCE ACCEPTED, SERVICES OFFERED, AND IF THEY ARE ACCEPTING NEW CLIENTS. THIS INFORMATION IS MAINTAINED IN A SEARCHABLE DATABASE AVAILABLE ON MHAFRED'S WEBSITE, OR FOR PERSONAL ASSISTANCE, PEOPLE CAN CONTACT MHAFRED STAFF FOR HELP.

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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 $153,970

Program Service Revenue $0

Investment Income $3,035

Other Revenue $44,810

TOTAL REVENUE $201,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,068

Fundraising Expenses $10,666

Program Expenses $179,476

Other Expenses $76,874

TOTAL EXPENSES $232,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,815	$239,136	-0.2%
Expenses	$232,942	$247,494	-0.1%
Net Income	$-31,127	$-8,358	+2.7%

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

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

$72,846

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD RUMP	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVY FEARON JR	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
BECKY SOSA	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVE GUZMAN	TREASURER	2.00	Officer Director	$0	$0	$0
HEIDI DEEUGENIO	DIRECTOR	2.00	Director	$0	$0	$0
ANJENETTE MILLER	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN HANDLEY	DIRECTOR	2.00	Director	$0	$0	$0
TOMEKA JACK-MYREE	DIRECTOR	2.00	Director	$0	$0	$0
MELANIE CARDONE	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA BARLOW	EXECUTIVE DI	40.00	Officer	$72,846	$0	$72,846

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	$201,815	$232,942	$283,629	$-31,127
2023	$239,136	$247,494	$259,741	$-8,358
2022	$200,588	$231,820	$256,112	$-31,232
2021	$283,591	$206,842	$298,109	$76,749
2020	$261,975	$260,065	$253,306	$1,910
2019	$284,363	$238,892	$214,993	$45,471
2018	$276,116	$261,579	$174,376	$14,537

MENTAL HEALTH AMERICA OF FREDERICKSBURG