DAVID LAWRENCE FOUNDATION FOR MENT… - 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

1977

Legal Domicile

Principal Officer

WILLIAM O'NEILL

Phone

2396495000

Tax Period

2020-07-01 to 2021-03-31

DAVID LAWRENCE FOUNDATION FOR MENTAL HEALTH INC, founded in 1977, is a small nonprofit that reported $470K in total revenue in fiscal year 2020. Revenue surged 405% from the prior year, signaling strong growth momentum. The organization ran a surplus of $265K, a strong 56% operating margin.

Mission

TO PROVIDE DIRECT FINANCIAL SUPPORT FOR THE OPERATIONAL AND CAPITAL NEEDS OF THE DAVID LAWRENCE MENTAL HEALTH CENTER, INC.

Program Service Accomplishments

Program 1

THE FOUNDATION SUPPORTS MENTAL HEALTH NEEDS IN COLLIER COUNTY, FL BY MAKING DISCRETIONARY UNRESTRICTED GRANTS TO THE DAVID LAWRENCE MENTAL HEALTH CENTER, INC. NO SPECIFIC GRANT AMOUNT OR ANY GRANT...

THE FOUNDATION SUPPORTS MENTAL HEALTH NEEDS IN COLLIER COUNTY, FL BY MAKING DISCRETIONARY UNRESTRICTED GRANTS TO THE DAVID LAWRENCE MENTAL HEALTH CENTER, INC. NO SPECIFIC GRANT AMOUNT OR ANY GRANT AMOUNT IS REQUIRED TO BE DISBURSED ACCORDING TO THE FOUNDATION'S ARTICLES OF INCORPORATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $43,991

Program Service Revenue $0

Investment Income $425,831

Other Revenue $197

TOTAL REVENUE $470,019

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $205,341

TOTAL EXPENSES $205,341

Year-over-Year Comparison

	2020	2019	Change
Revenue	$470,019	$93,058	+4.1%
Expenses	$205,341	$140,518	+0.5%
Net Income	$264,678	$-47,460	-6.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BARTON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN BOBB	TREASURER	2.00	Officer Director	$0	$0	$0
CARYN BUECHEL	DIRECTOR	2.00	Director	$0	$0	$0
REX BUXTON	DIRECTOR	2.00	Director	$0	$0	$0
ARTHUR CHERRY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARY BETH CRAWFORD	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
POLLY KELLER	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL MENDOZA	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL MORRIS	VP & TREASUR	2.00	Officer Director	$0	$0	$0
DICK MUNRO	DIRECTOR	2.00	Director	$0	$0	$0
TIM NASH	DIRECTOR	2.00	Director	$0	$0	$0
JERRY NICHOLS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM O'NEILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA PEZESHKAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SCHIMMEL	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE WILSON	SECRETARY	2.00	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	$470,019	$205,341	No data	$264,678
2020	$93,058	$140,518	$10,354,557	$-47,460

DAVID LAWRENCE FOUNDATION FOR MENTAL HEALTH INC