MENTAL HEALTH ASSOCIATION OF SAN M… - 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

1958

Legal Domicile

Principal Officer

PAUL R KUNKEL

Phone

6503683345

Tax Period

2022-07-01 to 2023-06-30

MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY, founded in 1958, is a community nonprofit in the Mental Health sector that reported $6.1M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year.

Mission

THE MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY (MHA), A NONPROFIT ORGANIZATION, ENRICHES QUALITY OF LIFE, RESTORES DIGNITY, AND REDUCES HOMELESSNESS, PARTICULARLY FOR THOSE AFFECTED BY MENTAL ILLNESS AND HIV/AIDS. MHA STRENGTHENS HOPE BY PROVIDING SHELTER, SUPPORT AND OPPORTUNITIES FOR SOCIALIZATION.

Program Service Accomplishments

Program 1

Expenses: $935,259 Revenue: $123,381

BELMONT: MHA STAFF PROVIDED MORE THAN 19,000 HOURS OF SERVICE TO RESIDENTS INCLUDING CASE MANAGEMENT, WELLNESS ACTIVITIES, MEDICAL CASE MANAGEMENT, OCCUPATIONAL THERAPY, AND NUTRITION GROUPS AND...

BELMONT: MHA STAFF PROVIDED MORE THAN 19,000 HOURS OF SERVICE TO RESIDENTS INCLUDING CASE MANAGEMENT, WELLNESS ACTIVITIES, MEDICAL CASE MANAGEMENT, OCCUPATIONAL THERAPY, AND NUTRITION GROUPS AND ACTIVITIES.

Program 2

Expenses: $2,971,724 Revenue: $824,466

HOUSING ASSISTANCE PROGRAMS: BETWEEN 7/1/2022 AND 6/30/2023 MHA PROVIDED MORE THAN INTENSIVE SUPPORT AND CASE MANAGEMENT FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS AND/OR HIV/AIDS IN THE COMMUNITY AS WELL AS FINANCIAL ASSISTANCE TO ALLOW HOMELESS INDIVIDUALS WITH HIV/AIDS TO OBTAIN AND MAINTAIN STABLE HOUSING. MHA ALSO PROVIDED 5,283 NIGHTS OF EMERGENCY AND TRANSITIONAL SHELTER.

Program 3

Expenses: $1,275,087 Revenue: $311,170

HOUSING PROPERTIES: MHA CONTINUES TO PROVIDE SAFE, DECENT, AFFORDABLE HOUSING FOR INDIVIDUALS WHO WERE HOMELESS AND ARE LIVING WITH MENTAL ILLNESS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,832,179

Program Service Revenue $1,269,312

Investment Income $38,659

Other Revenue $0

TOTAL REVENUE $6,140,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,556,773

Fundraising Expenses $5,313

Program Expenses $5,338,166

Other Expenses $2,419,991

TOTAL EXPENSES $5,976,764

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,140,150	$6,955,220	-0.1%
Expenses	$5,976,764	$6,822,187	-0.1%
Net Income	$163,386	$133,033	+0.2%

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

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

$243,342

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA AKERS	DIRECTOR	1.00	Director	$0	$0	$0
EMILY K ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN DAVID-KRASNER	SECRETARY	2.00	Officer Director	$0	$0	$0
MAX HARTMAN	TREASURER	2.00	Officer Director	$0	$0	$0
PAUL KUNKEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
YAMEL MEDINA	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MORONI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARILYN THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
RUTH WEST	DIRECTOR	1.00	Director	$0	$0	$0
DAN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA PLATTE	EXECUTIVE DIRECTOR	40.00	Officer	$223,688	$19,654	$243,342

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,140,150	$5,976,764	$12,912,946	$163,386
2022	$6,955,220	$6,822,187	$12,776,316	$133,033
2021	$8,035,046	$6,937,302	$12,936,245	$1,097,744
2020	$4,868,174	$4,646,887	$12,359,190	$221,287
2019	$4,625,557	$4,159,082	$11,546,677	$466,475
2018	$4,815,431	$4,052,210	$11,332,156	$763,221

MENTAL HEALTH ASSOCIATION OF SAN MATEO COUNTY