PARTNER FOR MENTAL HEALTH

EIN: 540789661 501(c)(3)

CHARLOTTESVILLE, VA

Total Revenue
$514,274
Total Expenses
$468,276
Total Assets
$599,908
Net Assets
$431,727
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
VA
Principal Officer
KATHERINE ACUFF
Phone
4349774673
Tax Period
2024-07-01 to 2025-06-30

PARTNER FOR MENTAL HEALTH, founded in 1991, is a micro nonprofit that reported $86K in total revenue in fiscal year 2017. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $198K exceeded revenue, resulting in a 129% operating deficit.

Mission

THE MISSION OF PARTNER FOR MENTAL HEALTH (PMH) IS CONNECTING, EDUCATING, AND ADVOCATING TO PROMOTE MENTAL HEALTH FOR EVERYONE. PMH PROVIDES COMMUNITY NAVIGATION TO RESIDENTS OF CHARLOTTESVILLE, ALBEMARLE, AND THE SURROUNDING CENTRAL VIRGINIA AREA. CLIENT SUPPORT SERVICES ARE DIVERSE TO MEET THE UNIQUE NEEDS OF EACH CLIENT, BUT THEY SHARE THE COMMON GOAL OF CREATING STABILITY FOR PERSONS WITH MENTAL ILLNESS TO HELP THEM LIVE HAPPIER, HEALTHIER, AND MORE FULFILLED LIVES. COMMUNITY NAVIGATORS FACILITATE ACCESS TO LOCAL MENTAL HEALTH SERVICES AND OTHER SERVICES AS NEEDED BY CONNECTING THEM WITH PARTNER AGENCIES THAT PROVIDE NEEDED SOCIAL SERVICES (HOUSING, EMPLOYMENT, FOOD, MEDICAL CARE, ETC.) IN ADDITION TO MENTAL HEALTH TREATMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $509,562
Program Service Revenue $0
Investment Income $4,712
Other Revenue $0
TOTAL REVENUE $514,274

Expense Breakdown

Grants Paid $0
Salaries & Benefits $439,665
Fundraising Expenses $24,547
Program Expenses $394,607
Other Expenses $28,611
TOTAL EXPENSES $468,276

Year-over-Year Comparison

2024 2023 Change
Revenue $514,274 $280,543 +0.8%
Expenses $468,276 $274,249 +0.7%
Net Income $45,998 $6,294 +6.3%
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

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Governance

Voting Members
8
Independent Members
8
Employees
8
Volunteers
8

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
$37,625
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHAUNE MCKINNON PRESIDENT 5.00
Officer Director
$0 $0 $0
WES CAMPBELL VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
HELEN DUNN SECRETARY 2.00
Officer Director
$0 $0 $0
MONTE GLANZER TREASURER 2.00
Officer Director
$0 $0 $0
JULIE ROEBUCK DIRECTOR 1.00
Director
$0 $0 $0
MEGAN MARTIN DIRECTOR 1.00
Director
$0 $0 $0
RANDAL BOYTS DIRECTOR 1.00
Director
$0 $0 $0
ERIC IRIZARRY DIRECTOR 1.00
Director
$0 $0 $0
KATHERINE ACUFF EXECUTIVE DIRECTOR 20.00
Officer
$37,625 $0 $37,625
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 $514,274 $468,276 $599,908 $45,998
2024 $280,543 $274,249 $359,696 $6,294
2023 $247,410 $257,521 $319,846 $-10,111
2022 $147,494 $281,046 $309,159 $-133,552
2021 $190,856 $321,054 $513,049 $-130,198
2018 $86,365 $197,674 $542,813 $-111,309
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