Civic Intelligence

Act for Mental Health

990 • Fiscal year 2018 • EIN 77-0227659

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

441 Park AveSan Jose, CA 95110

(408) 287-2640

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

7.2%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$382,202

Up $25,692 (+7.2%) from 2017

Net Assets

Up

$369,465

Up $17,961 (+5.1%) from 2017

Liabilities

Up

$12,737

Up $7,731 (+154%) from 2017

Revenue

Up

$245,991

Up $87,227 (+55%) from 2017

Expenses

Down

$201,886

Down $18,434 (-8.4%) from 2017

Net Income

Up

$44,105

Up $105,661 (+172%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $344,581Liabilities 2011: $9,181Net Assets 2011: $335,4002011Assets 2012: $366,704Liabilities 2012: $8,040Net Assets 2012: $358,6642012Assets 2013: $399,227Liabilities 2013: $9,727Net Assets 2013: $389,5002013Assets 2014: $439,928Liabilities 2014: $13,763Net Assets 2014: $426,1652014Assets 2015: $407,182Liabilities 2015: $17,385Net Assets 2015: $389,7972015Assets 2016: $400,277Liabilities 2016: $12,969Net Assets 2016: $387,3082016Assets 2017: $356,510Liabilities 2017: $5,006Net Assets 2017: $351,5042017Assets 2018: $382,202Liabilities 2018: $12,737Net Assets 2018: $369,4652018Assets 2019: $509,042Liabilities 2019: $13,722Net Assets 2019: $495,3202019Assets 2020: $573,596Liabilities 2020: $36,591Net Assets 2020: $537,0052020Assets 2021: $697,673Liabilities 2021: $44,162Net Assets 2021: $653,5112021Assets 2022: $2,132,575Liabilities 2022: $36,156Net Assets 2022: $2,096,4192022Assets 2023: $2,245,581Liabilities 2023: $20,212Net Assets 2023: $2,225,3692023Assets 2024: $2,908,279Liabilities 2024: $59,549Net Assets 2024: $2,848,7302024

Highlighted filing

2018

Assets$382,202
Liabilities$12,737
Net Assets$369,465

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $154,870Expenses 2011: $168,033Net Income 2011: -$13,1632011Revenue 2012: $160,925Expenses 2012: $169,509Net Income 2012: -$8,5842012Revenue 2013: $160,330Expenses 2013: $162,772Net Income 2013: -$2,4422013Revenue 2014: $189,549Expenses 2014: $165,934Net Income 2014: $23,6152014Revenue 2015: $154,552Expenses 2015: $164,550Net Income 2015: -$9,9982015Revenue 2016: $174,657Expenses 2016: $183,974Net Income 2016: -$9,3172016Revenue 2017: $158,764Expenses 2017: $220,320Net Income 2017: -$61,5562017Revenue 2018: $245,991Expenses 2018: $201,886Net Income 2018: $44,1052018Revenue 2019: $352,669Expenses 2019: $255,182Net Income 2019: $97,4872019Revenue 2020: $371,868Expenses 2020: $330,259Net Income 2020: $41,6092020Revenue 2021: $473,442Expenses 2021: $382,489Net Income 2021: $90,9532021Revenue 2022: $2,001,350Expenses 2022: $476,221Net Income 2022: $1,525,1292022Revenue 2023: $571,684Expenses 2023: $474,039Net Income 2023: $97,6452023Revenue 2024: $1,213,891Expenses 2024: $574,592Net Income 2024: $639,2992024

Highlighted filing

2018

Revenue$245,991
Expenses$201,886
Net Income$44,105
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$245,991
Mission and Program Overview

Mission

To empower and rehabilitate those who are socially, mentally, economically &/or situationally disadvantaged. We fulfill our mission by removing obstacles to emotional well being and by restoring & enhancing strengths through acceptance in a safe, stable, and professional guided environment which provides for and supports the resolution of personal, emotional, and situational life problems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$24,753$71,645▲ $46,892
Cash and Non-Interest-Bearing Accounts$28,381$26,230▼ $2,151
Prepaid Expenses and Deferred Charges$1,702$2,135▲ $433
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$362,014$382,202▲ $20,188
Other Assets Total$307,178$282,192▼ $24,986
Liabilities
Accounts Payable and Accrued Expenses$5,006$12,736▲ $7,730
Other Liabilities-$1-
Total Liabilities$5,006$12,737▲ $7,731
Net Assets / Fund Balance
Unrestricted Net Assets$345,093$357,862▲ $12,769
Temporarily Rstr Net Assets$11,915$11,603▼ $312
Total Net Assets Fund Balance$357,008$369,465▲ $12,457
Total Liabilities and Net Assets / Fund Balance$362,014$382,202▲ $20,188
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann ChambersChairperson
Krunal PatelDev. Chair
Stefan GerhartFinance Chair
Richard WongGen. Contractor
Srinath CanadaiTech Advisor
Bharat DesaiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,302
Program Service Revenue
$217,855
Investment Income
$16,834
Other Revenue
$0
All Other Contributions
$11,302
Change in Net Assets
$44,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$150,097
Other Expenses$51,789
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,321--$136,321
Payroll Taxes$12,632--$12,632
Fees for Services Accounting-$12,150-$12,150
Other Expenses$7,362$6,211-$6,211
Office Expenses$5,295--$5,295
Insurance-$1,456-$1,456
Other Employee Benefits$1,144--$1,144
Total Functional Expenses$182,069$19,817$0$201,886
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
No
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
Rounding$1
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Each year the CEO reviews form 990 before submitting. An employee and a board member will present form 990 o the board covering key financial numbers and ratios, as well as responses to specific governance, policy, and disclosure questions.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All board members are asked to renew their conflict of interest statement annually, which disclose all applicable affiliations. These statements are reviewed annually by the management team.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board of directors approves the salary for the CEO on an annual basis. Since the salary is significantly lower than executive salaries of similarly sized for-profit organizations it is not considered necessary to annually obtain compatibility data. The compensation approval is documented in the board meeting minutes.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Act for Mental Health
EIN
77-0227659
Phone
4082872640
Address
441 Park Ave, San Jose, CA 95110

Signing Officer

Name
Bharat Desai
Title
Treasurer
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Chambers
Formed
1988
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
3
Employees
12
Volunteers
10

Preparer

Firm
Silicon Valley Tax Coach
Address
2021 The Alameda Ste 280, San Jose, CA 95126-1127
Preparer
Russell Barnett EA CTP
Phone
4082938880
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Rounding = -$2

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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0180821
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0229157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0147056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt068844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0134965
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0178399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0758421
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt080879
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt070850
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt068510
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt038581
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0288820
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04630
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05271
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06540
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08859
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034344
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02178
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt015
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0250
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02573
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96590
IRS990ScheduleA/PublicSupportTotal170Amt01047241
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0310036
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0217906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0164965
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0216980
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01047241
IRS990ScheduleA/TotalSupportAmt01084158
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0282192
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each year the CEO reviews form 990 before submitting. An employee and a board member will present form 990 o the board covering key financial numbers and ratios, as well as responses to specific governance, policy, and disclosure questions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members are asked to renew their conflict of interest statement annually, which disclose all applicable affiliations. These statements are reviewed annually by the management team.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board of directors approves the salary for the CEO on an annual basis. Since the salary is significantly lower than executive salaries of similarly sized for-profit organizations it is not considered necessary to annually obtain compatibility data. The compensation approval is documented in the board meeting minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding = -$2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011915
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011603
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0362014
IRS990/TotalAssetsEOYAmt0382202
IRS990/TotalAssetsGrp/BOYAmt0362014
IRS990/TotalAssetsGrp/EOYAmt0382202
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011302
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019817
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0182069
IRS990/TotalFunctionalExpensesGrp/TotalAmt0201886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05006
IRS990/TotalLiabilitiesEOYAmt012737
IRS990/TotalLiabilitiesGrp/BOYAmt05006
IRS990/TotalLiabilitiesGrp/EOYAmt012737
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0357008
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0369465
IRS990/TotalProgramServiceExpensesAmt0182069
IRS990/TotalProgramServiceRevenueAmt0217855
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0234689
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0245991
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0382202
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0345093
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0357862
IRS990/USAddress/AddressLine1Txt0441 Park Ave
IRS990/USAddress/CityNm0San Jose
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095110
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.actmentalhealth.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bharat Desai
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Act for Mental Health
ReturnHeader/Filer/BusinessNameControlTxt0ACTF
ReturnHeader/Filer/EIN0770227659
ReturnHeader/Filer/PhoneNum04082872640
ReturnHeader/Filer/USAddress/AddressLine1Txt0441 Park Ave
ReturnHeader/Filer/USAddress/CityNm0San Jose

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.06$2.85$1.21$0.57$0.64
2023Summary only. Only limited summary data is available for this year.$2.25$0.02$2.23$0.57$0.47$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.04$2.10$2.00$0.48$1.53
2021Summary only. Only limited summary data is available for this year.$0.70$0.04$0.65$0.47$0.38$0.09
2020Summary only. Only limited summary data is available for this year.$0.57$0.04$0.54$0.37$0.33$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.01$0.50$0.35$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.25$0.20$0.04
2017Summary only. Only limited summary data is available for this year.$0.36$0.01$0.35$0.16$0.22$0.06
2016Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.17$0.18$0.01
2015Summary only. Only limited summary data is available for this year.$0.41$0.02$0.39$0.15$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$0.44$0.01$0.43$0.19$0.17$0.02
2013Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.16$0.16$0.00
2012Summary only. Only limited summary data is available for this year.$0.37$0.01$0.36$0.16$0.17$0.01
2011Summary only. Only limited summary data is available for this year.$0.34$0.01$0.34$0.15$0.17$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits