MENTAL HEALTH SYSTEMS INC

EIN: 953302967 501(c)(3) Mental Health

SAN DIEGO, CA

Total Revenue
$100,506,644
Total Expenses
$98,264,288
Total Assets
$33,766,843
Net Assets
$-5,949,242
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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
CA
Principal Officer
JAMES C CALLAGHAN JR
Phone
8585732600
Tax Period
2024-07-01 to 2025-06-30

MENTAL HEALTH SYSTEMS INC, founded in 1978, is a major nonprofit in the Mental Health sector that reported $100.5M in total revenue in fiscal year 2024.

Mission

TO IMPROVE THE LIVES OF INDIVIDUALS, FAMILIES, AND COMMUNITIES IMPACTED BY SUBSTANCE ABUSE AND BEHAVIORAL HEALTH DISORDERS.

Program Service Accomplishments

Program 1
Expenses: $49,533,971 Revenue: $0

MENTAL HEALTH SERVICES: MHS PROVIDES SPECIALTY MENTAL HEALTH SERVICES TO CHILDREN, TRANSITION AGED YOUTH, ADULTS, AND FAMILIES THROUGH A VARIETY OF TREATMENT MODALITIES, ALL OF WHICH ARE BASED ON...

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MENTAL HEALTH SERVICES: MHS PROVIDES SPECIALTY MENTAL HEALTH SERVICES TO CHILDREN, TRANSITION AGED YOUTH, ADULTS, AND FAMILIES THROUGH A VARIETY OF TREATMENT MODALITIES, ALL OF WHICH ARE BASED ON BIO-PSYCHOSOCIAL REHABILITATION AND TREATMENT OF EACH PERSON AS AN INDIVIDUAL WITH UNIQUE NEEDS, PERSPECTIVES, AND CHALLENGES. ALONG WITH STABILIZATION OF MENTAL HEALTH CONDITIONS, OUR MENTAL HEALTH CLINICS AND ASSERTIVE COMMUNITY TREATMENT PROGRAMS ADDRESS THE VARIOUS FACTORS THAT PERPETUATE AN INDIVIDUAL'S STRUGGLES IN ORDER TO BOLSTER RESILIENCY AND MINIMIZE VULNERABILITY. SERVICES ARE GEARED TOWARD SUPPORTING CLIENTS' AUTONOMY, MASTERY, AND CONFIDENCE IN LIVING A HEALTHY, PRODUCTIVE, SATISFYING LIFE.

Program 2
Expenses: $18,656,227 Revenue: $1,296,877

SUBSTANCE ABUSE SERVICES MHS'S TREATMENT FOCUS RECOGNIZES THAT SUBSTANCE USE DISORDERS ARE OFTEN A SYMPTOM OF AN UNDERLYING PROBLEM. FOR MANY INDIVIDUALS STRUGGLING WITH ALCOHOLISM AND ADDICTION...

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SUBSTANCE ABUSE SERVICES MHS'S TREATMENT FOCUS RECOGNIZES THAT SUBSTANCE USE DISORDERS ARE OFTEN A SYMPTOM OF AN UNDERLYING PROBLEM. FOR MANY INDIVIDUALS STRUGGLING WITH ALCOHOLISM AND ADDICTION, ALCOHOL AND DRUGS ARE NOT THE PROBLEM THEMSELVES, BUT RATHER AN ATTEMPTED SOLUTION TO DEEPER ISSUES. MHS UNDERSTANDS THE IMPORTANCE OF EFFECTIVE ENGAGEMENT IN SUPPORTING A CLIENT'S ACTIVE PARTICIPATION IN PROGRAM SERVICES. ENGAGEMENT BEGINS AT THE FIRST POINT OF CONTACT, AND EARLY ENGAGEMENT AND SUPPORT ARE CRITICAL TO IMPROVING OUTCOMES AND INCREASING THE PROMISE OF RECOVERY. TREATMENT EFFORTS FOCUS ON RESOLVING THE UNDERLYING ISSUES THAT LEAD TO SUBSTANCE USE WHILE ASSISTING CLIENTS IN DEVELOPING HEALTHY COPING MECHANISMS. THE MHS TREATMENT PHILOSOPHY IS GROUNDED IN A COGNITIVEBEHAVIORAL RESTRUCTURING MODEL AND BIOPSYCHOSOCIAL REHABILITATION, ADDRESSING CHANGES IN THE ABILITY TO PROCESS AFFECT AND BUILD ESSENTIAL LIFE SKILLS SUCH AS COMMUNICATION, PROBLEM SOLVING, AND RELAPSE PREVENTION. MHS TREATS THE WHOLE PERSON BY PROVIDING EDUCATION, MOTIVATION, AND ONGOING SUPPORT THROUGHOUT THE CHANGE PROCESS.

Program 3
Expenses: $13,416,469 Revenue: $1,000,483

HOUSING SERVICES MHS UNDERSTANDS THAT SAFE AND STABLE HOUSING IS A CRITICAL PLATFORM FOR CLIENT STABILITY. SERVICES THAT INTEGRATE ELEMENTS ADDRESSING AN INDIVIDUAL'S IMMEDIATE NEEDS OFTEN ENHANCE...

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HOUSING SERVICES MHS UNDERSTANDS THAT SAFE AND STABLE HOUSING IS A CRITICAL PLATFORM FOR CLIENT STABILITY. SERVICES THAT INTEGRATE ELEMENTS ADDRESSING AN INDIVIDUAL'S IMMEDIATE NEEDS OFTEN ENHANCE ENGAGEMENT. ADDRESSING THESE BARRIERS AS SPECIFIC COMPONENTS OF CLINICAL CARE CAN SIGNIFICANTLY IMPROVE PARTICIPATION AND OUTCOMES. MHS'S UNPARALLELED EXPERTISE AND LEADERSHIP IN DEVELOPING HOUSING OPTIONS FOR INDIVIDUALS WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS IS A KEY RESOURCE FOR THE COMMUNITY. MHS RECOGNIZES THE RESOURCES, TIME, AND SIGNIFICANCE REQUIRED TO EFFECTIVELY SERVE THIS TARGET POPULATION. MHS ALSO UNDERSTANDS THAT INDIVIDUALS WHO HAVE EXPERIENCED HOMELESSNESS AS A BARRIER TO MENTAL HEALTH AND SUBSTANCE USE TREATMENTAND TO PROGRESS TOWARD RECOVERYARE OFTEN DIFFICULT TO ENGAGE. THESE INDIVIDUALS FREQUENTLY FACE CHALLENGES OBTAINING NECESSARY MEDICAL AND PSYCHIATRIC SERVICES, CREATING A SIGNIFICANT IMPACT ON AVAILABLE COMMUNITY RESOURCES. BASED ON MHS'S DEEP UNDERSTANDING OF THESE CHALLENGES AND ITS DEMONSTRATED ABILITY TO SUCCESSFULLY IMPLEMENT AND MANAGE SUBSIDIZED HOUSING RESOURCES, SERVICES ARE FURTHER STRENGTHENED THROUGH MHS'S EXTENSIVE EXPERIENCE DEVELOPING MASTER LEASES FOR HOUSING UNITS WHERE SUBSIDIES CAN BE UTILIZED. THIS PROGRAM MODEL PROVIDES CLIENTS WITH A PERMANENT SUPPORTIVE HOUSING PLATFORM UPON WHICH RELEVANT TREATMENT AND SUPPORT SERVICES CAN BE ACCESSED, PROMOTING OPTIMAL RECOVERY AND AN IMPROVED QUALITY OF LIFE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $98,208,544
Program Service Revenue $2,297,360
Investment Income $740
Other Revenue $0
TOTAL REVENUE $100,506,644

Expense Breakdown

Grants Paid $0
Salaries & Benefits $54,131,626
Fundraising Expenses $249,512
Program Expenses $81,606,667
Other Expenses $44,132,662
TOTAL EXPENSES $98,264,288

Year-over-Year Comparison

2024 2023 Change
Revenue $100,506,644 $102,239,026 0.0%
Expenses $98,264,288 $105,900,159 -0.1%
Net Income $2,242,356 $-3,661,133 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
890
Volunteers
10

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
7
$760,517
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEANETTE SANCHEZ CHAIR 1.00
Officer Director
$0 $0 $0
DUANE OSWALD VICE CHAIR 1.00
Officer Director
$0 $0 $0
ABRAHAM WARD TREASURER 1.00
Officer Director
$0 $0 $0
WILL RIVERA SECRETARY 1.00
Officer Director
$0 $0 $0
TED ANASIS BOARD MEMBER 1.00
Director
$0 $0 $0
FRANCISCO BENAVIDES BOARD MEMBER 1.00
Director
$0 $0 $0
ANDREA HOPPER BOARD MEMBER 1.00
Director
$0 $0 $0
JOSHUA MORGAN BOARD MEMBER 1.00
Director
$0 $0 $0
RANDALL RODZER BOARD MEMBER 1.00
Director
$0 $0 $0
KATHRYN WAGE BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES C CALLAGHAN JR CEO/PRESIDENT 40.00
Officer
$316,280 $9,075 $325,355
DR WENDY BROUGHTON COO 40.00
Officer
$274,567 $8,369 $282,936
DAVID TANNER CFO 40.00
Officer
$147,796 $4,430 $152,226
MICHAEL BEHNKE CHIEF PEOPLE OFFICER 40.00
Highest
$159,235 $0 $159,235
LEIGH ANN CARDELFE SENIOR VICE/PRESIDENT 40.00
Highest
$162,329 $4,870 $167,199
DR OLUSHOLA OLAOSHEBIKAN SENIOR VICE/PRESIDENT 40.00
Highest
$176,126 $5,172 $181,298
DR LAURA OTIS MILES SENIOR VICE/PRESIDENT 40.00
Highest
$164,629 $5,475 $170,104
LINDSAY SANTINO VP OF PROGRAM/FINANCE 40.00
Highest
$144,206 $4,452 $148,658
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 $100,506,644 $98,264,288 $33,766,843 $2,242,356
2024 $102,239,026 $105,900,159 $38,884,490 $-3,661,133
2023 $99,103,124 $102,189,597 $42,247,641 $-3,086,473
2022 $95,186,380 $95,946,933 $26,073,589 $-760,553
2021 $99,502,261 $99,177,474 $30,562,198 $324,787
2020 $91,461,172 $92,565,637 $25,108,389 $-1,104,465
2019 $71,557,460 $73,805,429 $20,260,780 $-2,247,969
2018 $64,185,859 $67,021,402 $30,540,757 $-2,835,543
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