Civic Intelligence

Comprehensive Mental Health Services Foundation

990 • Fiscal year 2019 • EIN 43-1642592

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

17844 E 23rd Street SouthIndependence, MO 64057

(816) 254-3652

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$161,451

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 923.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

47th percentile

1.9%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-50%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$500,273

Up $9,494 (+1.9%) from 2018

Net Assets

$500,263

No earlier filing loaded for comparison.

Liabilities

Up

$10

Up $10 from 2018

Revenue

Down

$17,482

Down $17,180 (-50%) from 2018

Expenses

Down

$7,984

Down $16,435 (-67%) from 2018

Net Income

Down

$9,498

Down $745 (-7.3%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $436,219Liabilities 2010: $550Net Assets 2010: $435,6692010Assets 2011: $429,637Liabilities 2011: $0Net Assets 2011: $429,6372011Assets 2012: $434,029Liabilities 2012: $790Net Assets 2012: $433,2392012Assets 2013: $439,652Liabilities 2013: $0Net Assets 2013: $439,6522013Assets 2014: $456,874Liabilities 2014: $4772014Assets 2015: $470,144Liabilities 2015: $02015Assets 2016: $472,809Liabilities 2016: $3572016Assets 2017: $479,598Liabilities 2017: $02017Assets 2018: $490,779Liabilities 2018: $02018Assets 2019: $500,273Liabilities 2019: $10Net Assets 2019: $500,2632019Assets 2020: $508,977Liabilities 2020: $1,230Net Assets 2020: $507,7472020Assets 2021: $505,750Liabilities 2021: $9,852Net Assets 2021: $495,8982021Assets 2022: $457,216Liabilities 2022: $1Net Assets 2022: $457,2152022Assets 2023: $473,836Liabilities 2023: $23,927Net Assets 2023: $449,9092023Assets 2024: $443,566Liabilities 2024: $11,443Net Assets 2024: $432,1232024

Highlighted filing

2019

Assets$500,273
Liabilities$10
Net Assets$500,263

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $98,232Expenses 2010: $252,147Net Income 2010: -$153,9152010Revenue 2011: $128,964Expenses 2011: $134,996Net Income 2011: -$6,0322011Revenue 2012: $52,257Expenses 2012: $48,655Net Income 2012: $3,6022012Revenue 2013: $14,443Expenses 2013: $8,030Net Income 2013: $6,4132013Revenue 2014: $27,603Expenses 2014: $10,858Net Income 2014: $16,7452014Revenue 2015: $14,325Expenses 2015: $578Net Income 2015: $13,7472015Revenue 2016: $3,776Expenses 2016: $1,468Net Income 2016: $2,3082016Revenue 2017: $8,111Expenses 2017: $4,330Net Income 2017: $3,7812017Revenue 2018: $34,662Expenses 2018: $24,419Net Income 2018: $10,2432018Revenue 2019: $17,482Expenses 2019: $7,984Net Income 2019: $9,4982019Revenue 2020: $23,952Expenses 2020: $16,468Net Income 2020: $7,4842020Revenue 2021: $20,104Expenses 2021: $31,953Net Income 2021: -$11,8492021Revenue 2022: $2,552Expenses 2022: $27,096Net Income 2022: -$24,5442022Revenue 2023: $24,965Expenses 2023: $32,271Net Income 2023: -$7,3062023Revenue 2024: $14,099Expenses 2024: $31,885Net Income 2024: -$17,7862024

Highlighted filing

2019

Revenue$17,482
Expenses$7,984
Net Income$9,498
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Gross Receipts
$33,677
Mission and Program Overview

Mission

Providing fundraising activities for a related exempt organization, comprehensive mental health services, inc., which provides services for mentally ill patients.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$303,662$305,962▲ $2,300
Cash and Non-Interest-Bearing Accounts$187,117$194,311▲ $7,194
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$490,779$500,273▲ $9,494
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$14$10▼ $4
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$14$10▼ $4
Net Assets / Fund Balance
Unrestricted Net Assets$490,765$500,263▲ $9,498
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$490,765$500,263▲ $9,498
Total Liabilities and Net Assets / Fund Balance$490,779$500,273▲ $9,494
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Karen KleoppelCFOPT$120,496$120,496
Lori MartinCOO starting 08/18PT$34,861$34,861

Board Members and Trustees

NameTitle
David CookDirector/co-chair
Jay DorstDirector/co-chair
Julie PrattPresident/CEO
Joy CopelandPresident/CEO-ending 01/2018
Anita WatsonDirector
Grace BoswellDirector
John TramelDirector
Kimberly GlackinDirector
Mike JonesDirector
Nora MageeDirector
Robyn MillerDirector
Shenetta HollinsDirector
Steve ShipmanDirector
Tom CranshawDirector
Toniann RichardDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$23,754
Program Service Revenue
$0
Investment Income
$2,736
Other Revenue
$-9,008
All Other Contributions
$7,559
Change in Net Assets
$9,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,684
Grants and Similar Amounts Paid$300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,908--$6,908
Fees for Services Accounting-$503-$503
Grants to Domestic Individuals$300--$300
Advertising-$143-$143
Office Expenses-$130-$130
Total Functional Expenses$7,208$776$0$7,984
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,195
Fundraising Gross Income$7,187
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Accept Zero 5k$23,382$7,187$8,209$-1,022
Total Events$23,382$7,187$16,195$-9,008
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, Line 6

Comprehensive mental health services, inc. Is the sole member of the corporation.

Form 990, Part VI, Line 7A

On or before december 31st in each year, the sole member, comprehensive mental health services, inc., shall by consent in writing elect directors to fill vacancies and terms expiring as of december 31st in such year. The aforementioned directors are to take office on january 1st of the next succeeding year.

Form 990, Part VI, Line 7B

The sole member, comprehensive mental health services, inc., may take action at any time by written consent under the existing bylaws. The member may take action on any matter requiring the vote of the member of a not-for-profit membership corporation, its articles of incorporation or the statutes of the state of missouri. The corporate action shall be signed by the chairman or vice-chairman and attested by the secretary of the sole member, and shall be authorized and directed by resolution of the board of the directors of the sole member.

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

An independent accounting firm prepares and reviews the 990. The 990 is then reviewed by the organization's officers and accounting personnel. Any questions or concerns the organization's officers and accounting personnel have are addressed and any corrections or clarifications that need to be made are made. The 990 is then provided to the finance committee of the board for their review prior to filing the 990. Any questions or concerns the finance committee have are addressed and any corrections or clarifications that need to be made are made. The final form 990 with all required schedules is then provided to all voting members of the board prior to filing the 990.

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

At the time of hire (or election in the case of corporate directors and trustees) and annually thereafter, the ceo or his/her designee shall provide to the board and to all executive officers, administrative staff, associates and volunteers a copy of the conflict of interest policy and the applicable conflict of interest disclosure form and questionnaire, which shall be completed to identify any relationships, positions or circumstances with respect to which it is believed a conflict may arise. Such annual monitoring and review procedures shall be part of the corporate compliance plan. An appropriate report shall be submitted to the audit committee concerning any interest so disclosed. Each member of the board of directors and all management associates shall disclose fully and frankly any and all actual or potential conflicts or duality of interest or responsibility, whether individual, personal or business, which may exist or appear as to comprehensive mental health services foundation or any system entity or any matter or business which may come before the board (including its committees). The disclosing individual shall neither vote nor endeavor to influence corporate action in any such matter. Upon request of the subject board, the affected individual shall leave the boardroom while the matter is discussed and a vote, if any, shall be recorded in the minutes of the board or its committee.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Comprehensive Mental Health
EIN
43-1642592
In Care Of
% MAURINE GREENE
Phone
8162543652
Address
17844 E 23rd Street South, Independence, MO 64057

Signing Officer

Name
Julie Pratt
Title
President/CEO
Phone
8162543652
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Pratt
Formed
1993
Legal Domicile
Mo
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Bkd Llp
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael J Engle
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Comprehensive mental health services foundation supports the fundraising efforts of comprehensive mental health services, inc., whose mission is to provide competent mental health and substance abuse services for the indigent and/or uninsured residents of jackson county.

Form 990 Part IX Line 11G

Description:contract services total fees:6908

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR/CO-CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO starting 08/18
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT/CEO-ENDING 01/2018
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0_
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt080814
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01729
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010403
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.66007
IRS990ScheduleA/PublicSupportPY170Pct00.88662
IRS990ScheduleA/PublicSupportTotal170Amt060210
IRS990ScheduleA/SubstantialContributorsTotAmt020604
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023754

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.44$0.11$4.32$0.14$0.32$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.24$4.50$0.25$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.03$0.27$0.25
2021Detailed filing. Detailed filing data is available for this year.$5.06$0.10$4.96$0.20$0.32$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.01$5.08$0.24$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.17$0.08$0.09
2018Summary only. Only limited summary data is available for this year.$4.91$0.00$0.35$0.24$0.10
2017Summary only. Only limited summary data is available for this year.$4.80$0.00$0.08$0.04$0.04
2016Summary only. Only limited summary data is available for this year.$4.73$0.00$0.04$0.01$0.02
2015Summary only. Only limited summary data is available for this year.$4.70$0.00$0.14$0.01$0.14
2014Summary only. Only limited summary data is available for this year.$4.57$0.00$0.28$0.11$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.00$4.40$0.14$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.01$4.33$0.52$0.49$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$1.29$1.35$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$0.01$4.36$0.98$2.52$1.54