MENTAL HEALTH ASSOCIATION IN MORGA… - 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

1978

Legal Domicile

Principal Officer

LORRIANNE CURTIS-SPARKMAN

Phone

2563531160

Tax Period

2023-01-01 to 2023-12-31

MENTAL HEALTH ASSOCIATION IN MORGAN COUNTY, founded in 1978, is a small nonprofit in the Mental Health sector that reported $325K in total revenue in fiscal year 2023. Expenses of $365K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MISSION OF THE MENTAL HEALTH ASSOCIATION IN MORGAN COUNTY IS TO SUPPORT FAMILIES EXPERIENCING MENTAL HEALTH ISSUES, EDUCATE OUR COMMUNITY ABOUT MENTAL HEALTH CONCERNS, AND ADVOCATE FOR MENTAL HEALTH AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $354,527

TO SUPPORT FAMILIES EXPERIENCING MENTAL HEALTH ISSUES, EDUCATE OUR COMMUNITY ABOUT MENTAL HEALTH CONCERNS, AND ADVOCATE FOR MENTAL HEALTH AWARENESS.

Program 2

ALZHEIMERS / DEMENTIAL AND SUPPORT PROGRAMS

Program 3

OTHER MENTAL HEALTH RELATED PROGRAMS

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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 $306,998

Program Service Revenue $0

Investment Income $6

Other Revenue $18,322

TOTAL REVENUE $325,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $191,325

Fundraising Expenses $2,058

Program Expenses $354,527

Other Expenses $174,026

TOTAL EXPENSES $365,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,326	$304,043	+0.1%
Expenses	$365,351	$320,925	+0.1%
Net Income	$-40,025	$-16,882	+1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUKE BERGESON	BOARD MEMBER	N/A	Director	$0	$0	$0
CINDY BRACKEN	NON VOTING M	N/A	Director	$0	$0	$0
MITIZI BRAGWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
ANITA CLARKE	BOARD MEMBER	N/A	Director	$0	$0	$0
LORRIANNE CURTIS-SPARKMAN	PRESIDENT	N/A	Officer Director	$0	$0	$0
DAVID DUNCAN	BOARD MEMBER	N/A	Director	$0	$0	$0
LINDSEY FISH	BOARD MEMBER	N/A	Director	$0	$0	$0
TAMMY GAULL-GATZA	BOARD MEMBER	N/A	Director	$0	$0	$0
HEATHER LAWSON	BOARD SECRET	N/A	Officer Director	$0	$0	$0
PAYTON MADEWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
HAROLD MARTIN	NON VOTING M	N/A	Director	$0	$0	$0
TRICIA MOATS	BOARD MEMBER	N/A	Director	$0	$0	$0
PARKER MOORE	BOARD MEMBER	N/A	Director	$0	$0	$0
ANGIE MORRIS	TREASURER	N/A	Officer Director	$0	$0	$0
JAIMIE NAYLOR	BOARD MEMBER	N/A	Director	$0	$0	$0
BETTY OGUN	BOARD MEMBER	N/A	Director	$0	$0	$0
JILL PALMBY	BOARD MEMBER	N/A	Director	$0	$0	$0
KIM POWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
DOUG SHOEMAKER	NON-VOTING M	N/A	Director	$0	$0	$0
MIRIAM STOVER	BD VICE PRES	N/A	Officer Director	$0	$0	$0
JANICE VEST	BOARD MEMBER	N/A	Director	$0	$0	$0
ANITA WALDEN	BOARD MEMBER	N/A	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
2024	No data	No data	No data	No data
2023	$325,326	$365,351	$56,371	$-40,025
2022	$304,043	$320,925	$67,324	$-16,882
2021	$287,719	$266,926	$90,955	$20,793
2020	$250,576	$238,725	$53,352	$11,851
2019	$210,247	$225,321	$44,394	$-15,074
2018	$235,902	$251,554	$59,961	$-15,652

MENTAL HEALTH ASSOCIATION IN MORGAN COUNTY