Civic Intelligence

Mental Health Association in Tulsa Inc

EIN 73-0657931 • 501(c)3 • Tulsa, OK

Profile

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 low income, disability-impacted individuals, leverage pro bono legal services or represent individuals with mental illness and other disabilities as they negotiate the legal system and provide a range of appropriat

5330 E 31st St Suite 1000Tulsa, OK 74135

www.mhaok.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.07x

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

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.22x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$173,767

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

47th percentile

5.2%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

9.9%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$81,156,714

Up $4,013,545 (+5.2%) from 2023

Liabilities

Up

$5,630,013

Up $2,374,287 (+73%) from 2023

Net Assets

Up

$75,526,701

Up $1,639,258 (+2.2%) from 2023

Revenue

Up

$25,331,269

Up $2,287,193 (+9.9%) from 2023

Expenses

Down

$23,648,781

Down $36,953 (-0.2%) from 2023

Net Income

Up

$1,682,488

Up $2,324,146 (+362%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $18,979,432Liabilities 2010: $725,851Net Assets 2010: $18,253,5812010Assets 2011: $21,116,256Liabilities 2011: $1,302,166Net Assets 2011: $19,814,0902011Assets 2012: $26,575,841Liabilities 2012: $761,924Net Assets 2012: $25,813,9172012Assets 2013: $33,751,750Liabilities 2013: $3,031,117Net Assets 2013: $30,720,6332013Assets 2014: $36,576,650Liabilities 2014: $2,416,111Net Assets 2014: $34,160,5392014Assets 2015: $74,747,249Liabilities 2015: $8,789,661Net Assets 2015: $65,957,5882015Assets 2016: $86,890,442Liabilities 2016: $11,064,704Net Assets 2016: $75,825,7382016Assets 2017: $84,363,192Liabilities 2017: $11,062,180Net Assets 2017: $73,301,0122017Assets 2018: $84,513,532Liabilities 2018: $9,592,675Net Assets 2018: $74,920,8572018Assets 2019: $84,559,607Liabilities 2019: $7,372,046Net Assets 2019: $77,187,5612019Assets 2020: $76,967,449Liabilities 2020: $2,736,429Net Assets 2020: $74,231,0202020Assets 2021: $76,317,636Liabilities 2021: $1,152,383Net Assets 2021: $75,165,2532021Assets 2022: $80,876,645Liabilities 2022: $4,531,223Net Assets 2022: $76,345,4222022Assets 2023: $77,143,169Liabilities 2023: $3,255,726Net Assets 2023: $73,887,4432023Assets 2024: $81,156,714Liabilities 2024: $5,630,013Net Assets 2024: $75,526,7012024

Highlighted filing

2024

Assets$81,156,714
Liabilities$5,630,013
Net Assets$75,526,701

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2010: $7,426,135Expenses 2010: $3,834,367Net Income 2010: $3,591,7682010Revenue 2011: $6,167,141Expenses 2011: $4,719,663Net Income 2011: $1,447,4782011Revenue 2012: $10,301,945Expenses 2012: $5,547,118Net Income 2012: $4,754,8272012Revenue 2013: $10,231,014Expenses 2013: $5,324,298Net Income 2013: $4,906,7162013Revenue 2014: $10,031,884Expenses 2014: $6,591,978Net Income 2014: $3,439,9062014Revenue 2015: $39,023,295Expenses 2015: $7,226,246Net Income 2015: $31,797,0492015Revenue 2016: $18,525,073Expenses 2016: $8,922,886Net Income 2016: $9,602,1872016Revenue 2017: $9,135,290Expenses 2017: $11,800,577Net Income 2017: -$2,665,2872017Revenue 2018: $14,417,144Expenses 2018: $11,316,730Net Income 2018: $3,100,4142018Revenue 2019: $13,446,226Expenses 2019: $11,066,540Net Income 2019: $2,379,6862019Revenue 2020: $9,278,635Expenses 2020: $12,290,801Net Income 2020: -$3,012,1662020Revenue 2021: $17,459,296Expenses 2021: $16,566,129Net Income 2021: $893,1672021Revenue 2022: $18,658,208Expenses 2022: $16,819,354Net Income 2022: $1,838,8542022Revenue 2023: $23,044,076Expenses 2023: $23,685,734Net Income 2023: -$641,6582023Revenue 2024: $25,331,269Expenses 2024: $23,648,781Net Income 2024: $1,682,4882024

Highlighted filing

2024

Revenue$25,331,269
Expenses$23,648,781
Net Income$1,682,488

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$81.2$5.63$75.5$25.3$23.6$1.68
2023Summary only. Only limited summary data is available for this year.$77.1$3.26$73.9$23.0$23.7$0.64
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$4.53$76.3$18.7$16.8$1.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.3$1.15$75.2$17.5$16.6$0.89
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.0$2.74$74.2$9.28$12.3$3.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.6$7.37$77.2$13.4$11.1$2.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.5$9.59$74.9$14.4$11.3$3.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.4$11.1$73.3$9.14$11.8$2.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.9$11.1$75.8$18.5$8.92$9.60
2015Summary only. Only limited summary data is available for this year.$74.7$8.79$66.0$39.0$7.23$31.8
2014Detailed filing. Detailed filing data is available for this year.$36.6$2.42$34.2$10.0$6.59$3.44
2013Summary only. Only limited summary data is available for this year.$33.8$3.03$30.7$10.2$5.32$4.91
2012Summary only. Only limited summary data is available for this year.$26.6$0.76$25.8$10.3$5.55$4.75
2011Summary only. Only limited summary data is available for this year.$21.1$1.30$19.8$6.17$4.72$1.45
2010Summary only. Only limited summary data is available for this year.$19.0$0.73$18.3$7.43$3.83$3.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$30,316,306
Mission and Program Overview

Mission

Mental Health Association Oklahoma (MHAOK) promotes mental health, prevents mental disorders, and achieves victory over mental illness through advocacy, education, research, service, and housing support. The Association provides a continuum of care to support individuals experiencing homelessness, mental illness, and co-occurring disorders statewide.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$58,601,451$53,847,682▼ $4,753,769
Investments in Publicly Traded Securities$4,299,685$11,626,500▲ $7,326,815
Cash and Non-Interest-Bearing Accounts$2,593,043$5,000,779▲ $2,407,736
Pledges and Grants Receivable$3,477,297$3,725,363▲ $248,066
Accounts Receivable$3,422,268$2,508,116▼ $914,152
Savings and Temporary Cash Investments$2,730,596$1,829,362▼ $901,234
Prepaid Expenses and Deferred Charges$938,432$1,657,697▲ $719,265
Investments Program Related$712,181$784,018▲ $71,837
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$77,143,169$81,156,714▲ $4,013,545
Other Assets Total$368,216$177,197▼ $191,019
Liabilities
Accounts Payable and Accrued Expenses$2,157,634$5,006,787▲ $2,849,153
Deferred Revenue$729,876$446,029▼ $283,847
Other Liabilities$368,216$177,197▼ $191,019
Total Liabilities$3,255,726$5,630,013▲ $2,374,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,205,182$68,531,771▲ $1,326,589
Net Assets With Donor Restrictions$6,682,261$6,994,930▲ $312,669
Total Net Assets Fund Balance$73,887,443$75,526,701▲ $1,639,258
Total Liabilities and Net Assets / Fund Balance$77,143,169$81,156,714▲ $4,013,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$48,796,591$18,455,560$67,252,151
Land$4,209,196-$4,209,196
Equipment$383,822$1,302,041$1,685,863
Other Land Buildings$142,684$383,620$526,304
Leasehold Improvements$315,389-$315,389

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,186,970---$2,186,970
2023$2,186,970---$2,186,970
2022$2,186,970---$2,186,970
2021$2,186,970---$2,186,970
2020$2,186,970---$2,186,970
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri L WhiteCEOFT$173,407$360$173,767
Mark A DavisCPOFT$136,958$7,172$144,130
John ManningCOOFT$108,706$7,078$115,784
Julie WardCFOFT$101,361$7,172$108,533
Carrie BlumertCEOFT$70,038$1,998$72,036

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Talmadge Powel Creative LLCProduction/Entertainment32 S Lewis Ave, Tulsa, OK 74104$207,739
University of Oklahoma Health ScienceMedical Services4502 East 41st Street Ste 2B02, Tulsa, OK 74135$174,220
Techsico Native Techologies LLCInformation Technology910 S HudsonAve, Tulsa, OK 74112$142,097
Redi CarpetConst/Repair ServicesPO Box 971442, Dallas, TX 75397$130,183
Alan Francis dba A Plus HomeConst/Repair Services13411 S 128th East Ave, Broken Arrow, OK 74011$109,079
Revenue and Support

Revenue Composition

Contributions and Grants
$14,022,339
Program Service Revenue
$8,881,679
Investment Income
$2,400,324
Other Revenue
$26,927
All Other Contributions
$6,088,431
Change in Net Assets
$1,682,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,054,541
Salaries, Compensation, and Employee Benefits$8,318,600
Grants and Similar Amounts Paid$1,275,640
Total Fundraising Expense$523,617
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,590,875$1,358,487$313,812$6,263,174
Depreciation Depletion$2,390,434$912,400-$3,302,834
Grants to Domestic Individuals$1,275,640--$1,275,640
Fees for Services Other$609,699$237,348$101,436$948,483
Other Employee Benefits$799,026$12,007$40,547$851,580
Current Officers, Directors, Trustees, and Key Employees$448,402$135,138$30,710$614,250
Information Technology$156,693$441,176$168$598,037
All Other Expenses$361,502$234,017$911$596,430
Payroll Taxes$441,558$120,182$27,856$589,596
Other Expenses$441,823$33,204$2,804$477,831
Insurance-$261,799-$261,799
Fees for Services Legal$9,534$140,438-$149,972
Travel$77,311$31,158-$108,469
Fees for Services Accounting-$35,300-$35,300
Advertising$9,246$12,355-$21,601
Total Functional Expenses$18,669,783$4,455,381$523,617$23,648,781
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$364,100
Fundraising Gross Income$364,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnivale Gala$1,228,208$364,100$247,600$116,500
Total Events$1,228,208$364,100$364,100-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liabilities$177,197
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The organizations cfo and controller review the return prior to submission. An electronic copy was then provided to all members of the association's board of directors after filing.

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

Association board members, agents, and volunteers representing the organization agree to abide by the association's code of conduct and to voluntarily disclose any real or apparent conflict of interest that may arise. All board members, agents, and volunteers receive the required prerequisite orienation and receive and sign a copy of the code of conduct. Board members, agents, or volunteers disclosing said conflict of interest must voluntarily resign from their position within the association. Failure to voluntarily disclose any real or apparent conflict of interest may result in immediate termination or other disciplinary action as set forth in the code of conduct document under "disciplinary action for unprofessional conduct". Association board members are required to sign the association's code of conduct annually.

Form 990, Part VI, Section B, Line 15A

The association's board of directors determines the compensation of the organization's executive director. The association's executive director, along with input from the associate director and the chief financial officer, discuss and determine compensation for the other association staff. Factors taken into account in making these decisions include comparisons to other organizations, such as through compensation surveys, as well as equity within the association. Annual performance appraisals have also been implemented to assist with this process.

Form 990, Part VI, Section C, Line 19

Documents are provided upon request.

Filing and Contact Details

Filer

Filer Name
Mental Health Association in Tulsa Inc
EIN
73-0657931
Phone
9185851213
Address
5330 E 31st St Suite 1000, Tulsa, OK 74135

Signing Officer

Name
John Manning
Title
COO
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Ok
Voting Board Members
20
Independent Board Members
20
Employees
285
Volunteers
220

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
D Brent Allison
Phone
9187490921
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

Mental Health Association Oklahoma is no longer conducting three programs. The Veterans Outreach Program was a contractual agreement that concluded when the funder discontinued support due to internal organization changes. The Bridge Program and the Justice and Mental Health Training Center were previously supported by a philanthropic agency that has since redirected its funding to a different initiative.

Form 990, Part XII, Line 3B

The organization's required audit had not yet been completed by the filing date. As of the filing date, management was working to finalize supporting documentation requested by the auditor. The audit will be completed as soon as administratively feasible.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The association's strategy for its endowment investments is to emphasize long-term capital growth while achieving returns in excess of the rate of inflation. The association's strategy is secondarily designed to generate investment return as a supplemental source of unrestricted revenue to support the association's programs. These returns are currently intended to be available insofar as annual distributions do not exceed five percent of the average market value during the previous eight quarters; however, at no time may distributions decrease the portfolio below the permanently restricted net assets' corpus. The endowment fund was established with $760,000 of board reserved net assets and $150,000 of permanently restricted net assets.

Raw XML AppendixShowing 400 of 801 raw XML fields

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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IRS990/ActivityOrMissionDesc0MENTAL 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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