Civic Intelligence

National Council for Behavioral Health

990 • Fiscal year 2017 • EIN 23-7092671

Oct 01, 2016 to Sep 30, 2017 • Filed on Jul 23, 2018

1400 K Street NW No 400Washington, DC 20005

(202) 684-7457

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.35x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.25x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

47th percentile

2.3%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$692,038

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

58th percentile

7.7%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$33,430,914

Up $2,389,111 (+7.7%) from 2016

Net Assets

Up

$21,830,391

Up $1,589,061 (+7.9%) from 2016

Liabilities

Up

$11,600,523

Up $800,050 (+7.4%) from 2016

Revenue

Up

$47,024,165

Up $8,520,344 (+22%) from 2016

Expenses

Up

$45,923,455

Up $8,368,355 (+22%) from 2016

Net Income

Up

$1,100,710

Up $151,989 (+16%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2013: $14,663,050Liabilities 2013: $5,217,107Net Assets 2013: $9,445,9432013Assets 2014: $21,353,264Liabilities 2014: $5,316,740Net Assets 2014: $16,036,5242014Assets 2015: $27,308,667Liabilities 2015: $8,280,182Net Assets 2015: $19,028,4852015Assets 2016: $31,041,803Liabilities 2016: $10,800,473Net Assets 2016: $20,241,3302016Assets 2017: $33,430,914Liabilities 2017: $11,600,523Net Assets 2017: $21,830,3912017Assets 2018: $36,651,550Liabilities 2018: $11,805,312Net Assets 2018: $24,846,2382018Assets 2019: $45,808,779Liabilities 2019: $12,896,655Net Assets 2019: $32,912,1242019Assets 2020: $45,018,503Liabilities 2020: $12,086,069Net Assets 2020: $32,932,4342020Assets 2021: $58,126,470Liabilities 2021: $11,611,359Net Assets 2021: $46,515,1112021Assets 2022: $67,327,857Liabilities 2022: $10,363,637Net Assets 2022: $56,964,2202022Assets 2023: $75,857,045Liabilities 2023: $10,255,659Net Assets 2023: $65,601,3862023Assets 2024: $76,375,411Liabilities 2024: $9,097,536Net Assets 2024: $67,277,8752024

Highlighted filing

2017

Assets$33,430,914
Liabilities$11,600,523
Net Assets$21,830,391

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2013: $20,057,0532013Revenue 2014: $27,283,605Expenses 2014: $20,560,272Net Income 2014: $6,723,3332014Revenue 2015: $31,542,662Expenses 2015: $28,321,422Net Income 2015: $3,221,2402015Revenue 2016: $38,503,821Expenses 2016: $37,555,100Net Income 2016: $948,7212016Revenue 2017: $47,024,165Expenses 2017: $45,923,455Net Income 2017: $1,100,7102017Revenue 2018: $53,607,741Expenses 2018: $50,736,882Net Income 2018: $2,870,8592018Revenue 2019: $59,550,118Expenses 2019: $51,638,048Net Income 2019: $7,912,0702019Revenue 2020: $39,545,458Expenses 2020: $39,927,588Net Income 2020: -$382,1302020Revenue 2021: $59,802,843Expenses 2021: $47,247,465Net Income 2021: $12,555,3782021Revenue 2022: $73,621,661Expenses 2022: $57,855,684Net Income 2022: $15,765,9772022Revenue 2023: $83,593,987Expenses 2023: $76,929,119Net Income 2023: $6,664,8682023Revenue 2024: $76,651,328Expenses 2024: $80,604,654Net Income 2024: -$3,953,3262024

Highlighted filing

2017

Revenue$47,024,165
Expenses$45,923,455
Net Income$1,100,710
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jul 23, 2018
Return Version
2016v3.0
Gross Receipts
$57,069,849
Mission and Program Overview

Mission

National council for behavioral health dba national council for mental wellbeing is a membership organization that drives policy and social change on behalf of over 3,100 mental health and substance use treatment organizations and the more than (continued on schedule o) (continued) 10 million children, adults and families they serve. We advocate for policies to ensure equitable access to high-quality services. We build the capacity of mental health and substance use treatment organizations. And we promote greater understanding of mental wellbeing as a core component of comprehensive health and health care. Through our mental health first aid program, we have trained more than 2.7 million people in the u.s. To identify, understand and respond to signs and symptoms of mental health and substance use challenges.

To ensure that persons w/ mental illness/addiction disorders have the opportunity to live full lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$8,060,223$12,539,392▲ $4,479,169
Investments in Publicly Traded Securities$9,500,121$8,268,621▼ $1,231,500
Savings and Temporary Cash Investments$8,498,859$6,266,507▼ $2,232,352
Land, Buildings, and Equipment, Net$2,257,775$2,722,702▲ $464,927
Cash and Non-Interest-Bearing Accounts$1,820,904$1,700,107▼ $120,797
Investments Other Securities$42,000$799,948▲ $757,948
Inventories for Sale or Use$216,853$685,184▲ $468,331
Prepaid Expenses and Deferred Charges$497,155$300,540▼ $196,615
Total Assets$31,041,803$33,430,914▲ $2,389,111
Other Assets Total$147,913$147,913→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,269,188$8,120,310▲ $1,851,122
Other Liabilities$1,688,085$1,774,183▲ $86,098
Deferred Revenue$2,843,200$1,706,030▼ $1,137,170
Total Liabilities$10,800,473$11,600,523▲ $800,050
Net Assets / Fund Balance
Unrestricted Net Assets$16,499,197$18,156,752▲ $1,657,555
Temporarily Rstr Net Assets$3,742,133$3,673,639▼ $68,494
Total Net Assets Fund Balance$20,241,330$21,830,391▲ $1,589,061
Total Liabilities and Net Assets / Fund Balance$31,041,803$33,430,914▲ $2,389,111

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,301,129$1,016,453$2,317,582
Leasehold Improvements$1,105,162$313,121$1,418,283
Equipment$316,411$272,562$588,973
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda RosenbergPresident/CEOFT$655,295$36,743$692,038
Jeannie CampbellExecutive VPFT$305,210$52,464$357,674
Charles IngogliaSenior VP, PpicFT$292,159$54,914$347,073
Bruce PelleuCFO/VP Finance & Admin.FT$218,015$34,418$252,433
Rebecca VaughnVP, Addictions - Until 11/2016FT$167,734$80,184$247,918
Alicia AebersoldSr VP, Comm/strat/dev -until 09/2017FT$210,276$33,280$243,556
Betsy SchwartzVP, Public Education & Special Init.FT$207,825$31,802$239,627
Mohini VenkateshVP, Business & StrategyFT$163,173$28,308$191,481
Joan KingIntegrated Health Senior ConsultantFT$168,084$17,397$185,481
Laura Galbreath Vp Center forInt. Health Sol. -until 03/2017FT$147,778$25,913$173,691
Rebecca FarleyVP, Policy and AdvocacyFT$124,275$31,294$155,569
Nicholas SzubiakDir, Clin. Excellence in AddictionsFT$136,466$13,696$150,162
Meaghon ReidAssistant VP, Mhfa (until 08/2017)FT$136,460$10,738$147,198

Board Members and Trustees

NameTitle
Jeff RichardsonChair
Tim Swinfard1st Vice Chair
Vic Digravio Iii2nd Vice Chair
Alan HartlBoard Member
Arthur SchutBoard Member
Brent McgintyBoard Member
Cari ChoBoard Member
Carl ClarkBoard Member
Christine Stoner-mertzBoard Member
Connie PetersBoard Member
Danette CastleBoard Member
David JohnsonBoard Member
Don MiskowiecBoard Member
Ed WoodsBoard Member
John KastanBoard Member
Kevin CampbellBoard Member
Kevin NortonBoard Member
Linda MckinnonBoard Member
Mark FontaineBoard Member
Mark IshaugBoard Member
Matt BrooksBoard Member
Mick PattinsonBoard Member
Patricia ColemanBoard Member
Phillip TateBoard Member
Rich LeclercBoard Member
Robert DavisonBoard Member
Sara HoweBoard Member
Steven RonikBoard Member
Susan BlueBoard Member
Susie HuhnBoard Member
Vitka EisenBoard Member
Walter HillBoard Member
Jeffrey WalterBoard Member (until 06/2017)
Victor ArmstrongSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mtm Services LLCBehavioral Health Consulting ServicesPO BOX 1027, Holly Springs, NC 27540$2,801,674
OmnipressOrder Fulfillment2600 ANDERSON STREET, Madison, WI 53704$2,338,542
Caesars Entertainment Business ServicesAnnual Conference ServicesONE HARRAHS COURT, Las Vegas, NV 89119$2,215,934
Montefiore Medical CenterConsulting111 EAST 210TH STREET, Bronx, NY 10467$1,565,539
Board Of Regents Of The Uw- MadisonBusiness Operations Services4502 EAST 41ST ST, Tulsa, OK 74135$765,488
Revenue and Support

Revenue Composition

Contributions and Grants
$24,481,529
Program Service Revenue
$19,592,897
Investment Income
$508,035
Other Revenue
$2,441,704
All Other Contributions
$13,499,004
Change in Net Assets
$1,100,710
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,055,982
Salaries, Compensation, and Employee Benefits$13,858,873
Grants and Similar Amounts Paid$8,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$19,056,137$386,764-$19,442,901
Other Salaries and Wages$6,322,595$1,060,466-$7,383,061
Conferences and Meetings$4,012,206--$4,012,206
Office Expenses$2,038,286$844,924-$2,883,210
Current Officers, Directors, Trustees, and Key Employees$2,398,474$423,257-$2,821,731
Travel$2,584,045$18,822-$2,602,867
Other Employee Benefits$2,108,857$284,439-$2,393,296
Information Technology$627,266$353,147-$980,413
Occupancy$953,832--$953,832
Payroll Taxes$693,592$98,218-$791,810
Fees for Services Lobbying$474,004--$474,004
Pension Plan Contributions$416,021$52,954-$468,975
Depreciation Depletion$451,173--$451,173
Fees for Services Accounting-$74,148-$74,148
Other Expenses-$53,624-$53,624
Fees for Services Legal$23,308$27,365-$50,673
Insurance$40,934--$40,934
Fees for Service Investment Mgmnt Fees$35,997--$35,997
Grants to Domestic Individuals$8,600--$8,600
Total Functional Expenses$42,245,327$3,678,128$0$45,923,455
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent and Lease Incentive$1,774,183
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

A member of the national council shall be any entity or association of entities that directly or indirectly provides behavioral healthcare services and subscribes to the vision and mission statements of the national council.

Form 990, Part VI, Section A, Line 7A

Twenty (20) regional directors shall be elected by a ballot of the national council voting members of the respective regions. The officers of the board are board chair, first vice chair, second vice chair, and secretary treasurer and the national board shall elect the officers. The immediate past chair shall serve as a voting member of the national board. The public policy committee chair and the association executives committee chair shall serve as a national board members. The 100% associations/100% states shall also elect one (1) representative to the national board. The national board may also create a maximum of six (6) at-large directors. The national board will determine the method of election or appointment and affiliation requirements of at-large directors at their time of creation. At-large directors shall be voting members of the national board.

Form 990, Part VI, Section A, Line 7B

Members of the national council can vote to amend the bylaws or any corporate charter documents.

Form 990, Part VI, Section B, Line 11B

The audit committee reviews and approves the federal form 990 prior to filing with the internal revenue service. The board of directors views the draft version of the form 990 and has the opportunity to inquire and comment to management or the audit committee.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is part of the board of directors policy manual, which is reviewed at least annually by the board of directors. The policy is also included in the personnel manual, which is provided to all employees. Vendors are sent a copy, which asks them to disclose any potential conflicts of interest.

Form 990, Part VI, Section B, Line 15

The board of directors negotiates an annual contract with the president/ceo. The board of directors reviews salary and fringe comparability data from the american society of association executives' annual surveys of similar size non-profit associations. The board of directors also compares ceo salaries of other behavioral health associations. All board members participate in an annual performance review, the results of which are shared with the ceo as part of the compensation review.

Form 990, Part VI, Section C, Line 19

All governing documents and policies are sent to members and available upon request to the general public. The annual report includes financial statements and is distributed to members, conference registrants and is posted on the national council's public website.

Filing and Contact Details

Filer

Filer Name
National Council for
EIN
23-7092671
Phone
2026847457
Address
1400 K STREET NW NO 400, WASHINGTON, DC 20005
Doing Business As
Mental Health First Aid USA

Signing Officer

Name
Linda Rosenberg
Title
President/CEO
Phone
2026847457
Signed
2018-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Richardson
Formed
1980
Legal Domicile
Dc
Voting Board Members
33
Independent Board Members
33
Employees
146
Volunteers
34

Preparer

Firm
Raffa Pc
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2028225000
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

(continued) families living with mental illnesses and addiction, the national council is committed to all americans having access to comprehensive, high-quality care that affords every opportunity for recovery. The national council introduced mental health first aid to the usa and to date more than one million individuals have been trained. A not-for-profit 501(c)(3) association, the national council for behavioral health's mission is to advance our members' ability to deliver integrated healthcare. The national council advocates for policies that ensure people who have mental illness and/or substance use disorders can access comprehensive healthcare services. We also offer state-of-the-science education and practice improvement consulting and resources to ensure services are efficient and effective.

Form 990, Part IX, Line 11G

Trainers: program service expenses 1,838,417. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,838,417. Incentive payments: program service expenses 1,027,300. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,027,300. Outside services: program service expenses 67. Management and general expenses 0. Fundraising expenses 0. Total expenses 67. Consulting services: program service expenses 16,190,353. Management and general expenses 386,764. Fundraising expenses 0. Total expenses 16,577,117.

Financial Statement Notes

PART X, LINE 2:

The council performed an evaluation of uncertain tax positions for the year ended september 30, 2017, and determined that there are no matters that would require recognition in the consolidated financial statements or that may have any effect on its tax-exempt status.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.4$9.10$67.3$76.7$80.6$3.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.9$10.3$65.6$83.6$76.9$6.66
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.3$10.4$57.0$73.6$57.9$15.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$11.6$46.5$59.8$47.2$12.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.0$12.1$32.9$39.5$39.9$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.8$12.9$32.9$59.6$51.6$7.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.7$11.8$24.8$53.6$50.7$2.87
2017Detailed filing. Detailed filing data is available for this year.$33.4$11.6$21.8$47.0$45.9$1.10
2016Detailed filing. Detailed filing data is available for this year.$31.0$10.8$20.2$38.5$37.6$0.95
2015Detailed filing. Detailed filing data is available for this year.$27.3$8.28$19.0$31.5$28.3$3.22
2014Detailed filing. Detailed filing data is available for this year.$21.4$5.32$16.0$27.3$20.6$6.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$5.22$9.45$20.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $50M-$100M nonprofits