Mental Health Association in Tulsa Inc dba Mental Health Association Oklahoma (EIN 730657931) - 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

1968

Legal Domicile

Phone

9185851213

Tax Period

2023-01-01 to 2023-12-31

Mental Health Association in Tulsa Inc dba Mental Health Association Oklahoma, founded in 1968, is a mid-sized nonprofit in the Mental Health sector that reported $23.0M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $73.9M represent 38 months of operating reserves.

Mission

MENTAL HEALTH ASSOCIATION OKLAHOMA IS DEDICATED TO PROMOTING MENTAL HEALTH, PREVENTING MENTAL DISORDERS AND ACHIEVING VICTORY OVER MENTAL ILLNESS THROUGH ADVOCACY, EDUCATION, RESEARCH, SERVICE AND HOUSING. OUR VISION IS A JUST, HUMANE AND HEALTHY SOCIETY IN WHICH ALL PEOPLE ARE ACCORDED RESPECT, DIGNITY AND THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL, FREE FROM STIGMA AND PREJUDICE. AS SUCH, WE ADVOCATE FOR THE RIGHTS OF OTHERS, MONITOR LEGISLATION, DISTRIBUTE EDUCATIONAL MATERIALS, PROVIDE TRAINING OPPORTUNITIES, MAKE REFERRALS FOR SERVICES, PROVIDE ADULTS WITH MENTAL ILLNESS OPPORTUNITIES FOR SOCIALIZATION, VOCATIONAL AND LIFE SKILLS TRAINING, ASSIST IN DEVELOPMENT OF SELF-EMPOWERMENT SKILLS, DEVELOP IMPROVED ACCESS TO AND COORDINATION AMONG EXISTING LEGAL SERVICES FOR PEOPLE WITH LOW INCOMES AND INDIVIDUALS WITH DISABILITIES, LEVERAGE PRO BONO LEGAL SERVICES OR REPRESENT INDIVIDUALS WITH MENTAL ILLNESS AND OTHER DISABILITIES AS THEY NEGOTIATE THE LEGAL SYSTEM AND PROVIDE A RANGE

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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 $12,684,458

Program Service Revenue $9,894,482

Investment Income $150,705

Other Revenue $314,431

TOTAL REVENUE $23,044,076

Expense Breakdown

Grants Paid $1,804,654

Salaries & Benefits $8,660,716

Fundraising Expenses $513,499

Program Expenses $19,381,847

Other Expenses $13,220,364

TOTAL EXPENSES $23,685,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,044,076	$18,658,208	+0.2%
Expenses	$23,685,734	$16,819,354	+0.4%
Net Income	$-641,658	$1,838,854	-1.3%

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

Governance

Voting Members

Independent Members

Employees

285

Volunteers

218

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

$526,142

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terri L White	CEO	40.00	Officer	$267,334	$863	$268,197
Mark A Davis	CPO	40.00	Officer	$104,737	$6,990	$111,727
John Manning	COO	40.00	Officer	$82,060	$6,864	$88,924
Julie Ward	CFO	40.00	Officer	$50,304	$6,990	$57,294
David Dirkschneider	Director	1.00	Director	$0	$0	$0
Mary Burchett	Director	1.00	Director	$0	$0	$0
Michael Madsen	Treasurer	5.00	Officer Director	$0	$0	$0
Eric Procter	Director	1.00	Director	$0	$0	$0
Patrick Aguilar	Director	1.00	Director	$0	$0	$0
Emily Brandenburg	Director	1.00	Director	$0	$0	$0
Dani Byrd	Director	1.00	Director	$0	$0	$0
Samuel P Clancy	President	5.00	Officer Director	$0	$0	$0
John Gammie	Director	1.00	Director	$0	$0	$0
Alyssa Grooms	Director	1.00	Director	$0	$0	$0
John Joyce	Director	1.00	Director	$0	$0	$0
Rebecca Marshall	Director	1.00	Director	$0	$0	$0
Adam McCreary	Director	1.00	Director	$0	$0	$0
Anthony Meave	Director	1.00	Director	$0	$0	$0
Jon Middendorf	Director	1.00	Director	$0	$0	$0
Charles Oppenheim	Secretary	5.00	Officer Director	$0	$0	$0
Max Parker	Director	1.00	Director	$0	$0	$0
W Kent Sheets	Director	1.00	Director	$0	$0	$0
Wendy Thompson	Pres-Elect	5.00	Officer Director	$0	$0	$0
Brooke Townsend	Director	1.00	Director	$0	$0	$0
Carmen White Janek	Director	1.00	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	$23,044,076	$23,685,734	$77,143,169	$-641,658
2022	$18,658,208	$16,819,354	$80,876,645	$1,838,854
2021	$17,459,296	$16,566,129	$76,317,636	$893,167
2020	$9,278,635	$12,290,801	$76,967,449	$-3,012,166
2019	$13,446,226	$11,066,540	$84,559,607	$2,379,686
2018	$14,417,144	$11,316,730	$84,513,532	$3,100,414

Mental Health Association in Tulsa Inc dba Mental Health Association Oklahoma