Civic Intelligence

Include - the Mental Health Initiative Inc

990 • Fiscal year 2019 • EIN 83-2285585

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

23 Waverly Place Apt 5FNew York, NY 10003

(646) 717-2810

Siviq Scores

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

Liabilities / Assets

94th percentile

0.98x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

95th percentile

0.99x

Higher debt load relative to revenue than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$285,155

No earlier filing loaded for comparison.

Net Assets

$6,558

No earlier filing loaded for comparison.

Liabilities

$278,597

No earlier filing loaded for comparison.

Revenue

$282,703

No earlier filing loaded for comparison.

Expenses

$278,630

No earlier filing loaded for comparison.

Net Income

$4,073

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2019: $285,155Liabilities 2019: $278,597Net Assets 2019: $6,5582019Assets 2021: $327,078Liabilities 2021: $283,956Net Assets 2021: $43,1222021Assets 2022: $152,120Liabilities 2022: $7,284Net Assets 2022: $144,8362022

Highlighted filing

2019

Assets$285,155
Liabilities$278,597
Net Assets$6,558

Operations Trend

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

$400K$200K$0-$200KRevenue 2019: $282,703Expenses 2019: $278,630Net Income 2019: $4,0732019Revenue 2021: $91,927Expenses 2021: $77,474Net Income 2021: $14,4532021Revenue 2022: $4,356Expenses 2022: $181,303Net Income 2022: -$176,9472022

Highlighted filing

2019

Revenue$282,703
Expenses$278,630
Net Income$4,073
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.0
Gross Receipts
$282,703
Mission and Program Overview

Mission

Formed to promote the rights of people who have been excluded to live in the community on an equal basis with others. The organization works against institutionalization, enabling people to not only leave institutions but also to exercise their basic human rights, to work, to vote, and to make their own decisions.

Include promotes the rights of people who have been socially excluded to live in the community on an equal basis with others. In particular, include fights against institutionalization, enabling people not only to leave institutions but also to exercise their basic human rights: to work, to vote, to make their own decisions - to live the lives the rest of society takes for granted.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,000$171,111▲ $170,111
Cash and Non-Interest-Bearing Accounts$1,485$112,943▲ $111,458
Prepaid Expenses and Deferred Charges-$1,101-
Total Assets$2,485$285,155▲ $282,670
Liabilities
Deferred Revenue-$219,746-
Accounts Payable and Accrued Expenses-$58,851-
Total Liabilities$0$278,597▲ $278,597
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,485$6,558▲ $4,073
Total Net Assets Fund Balance$2,485$6,558▲ $4,073
Total Liabilities and Net Assets / Fund Balance$2,485$285,155▲ $282,670
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sophie DelaunayBoard Chair
Elyn SaksTrustee
Patty ScottSecretary
John TrainorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,592
Program Service Revenue
$0
Investment Income
$111
Other Revenue
$0
All Other Contributions
$282,592
Change in Net Assets
$4,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,032
Other Expenses$119,598
Total Fundraising Expense$10,804
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$159,032--$159,032
Fees for Services Management$39,609$40,378$10,804$90,791
Fees for Services Accounting-$14,329-$14,329
Travel$5,940$1,980-$7,920
Insurance-$4,184-$4,184
Office Expenses-$2,374-$2,374
Total Functional Expenses$204,581$63,245$10,804$278,630
International Activity

International Summary

Spending
$199,105

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Czech RepublicGrants---$159,032
Czech RepublicConsultants---$40,073
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

The board reviews and approves the filing of 990.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy is reviewed annually by all board members.

Form 990, Page 6, Part VI, Line 15A

Compensation is approved by the board.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Include the Mental Health
EIN
83-2285585
Phone
6467172810
Address
23 WAVERLY PLACE APT 5F, NEW YORK, NY 10003

Signing Officer

Name
Judith Klein
Title
CEO
Phone
6467172810
Signed
2020-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sophie Delaunay
Formed
2018
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Hamilton Financial Group
Address
1540 KUSER ROAD SUITE A4, MERCERVILLE, NJ 08619-3828
Preparer
Lewis W Parker Iii CPA
Phone
6095810300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Include promotes the rights of people who have been socially excluded to live in the community on an equal basis with others. In particular, include fights against institutionalization, enabling people not only to leave institutions but also to exercise their basic human rights: to work, to vote, to make their own decisions - to live the lives the rest of society takes for granted.

Form 990, Page 2, Part III, Line 4A

Include promotes the rights of people who have been socially excluded to live in the community on an equal basis with others. In particular, include fights against institutionalization, enabling people not only to leave institutions but also to exercise their basic human rights: to work, to vote, to make their own decisions - to live the lives the rest of society takes for granted. Include believes that sustainable social inclusion can be achieved when governments and policy makers work in partnership with local and regional organizations. Include will continue to grow and strengthen the fields of intellectual disability and mental health globally using three tools4: advocacy, technical assistance and grant making. The communities in which include operates are very distinct. However, the common challenge is to push for solutions where money is in short supply, and where stigma and discrimination are the status quo. Achieving this means that include must: - find partners with a shared vision for systemic change. - build long-term commitment to key partners within countries. - expanding and diversifying include's funders - provide core funding to key partners. - provide financial support for the development of community-based services and social enterprises. - catalyze regional networks for learning and advocacy. - maintain an on-the-ground presence. - advocate toward governments, together with local partners, for the development and implementation of laws, policies and practices that support social inclusion.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCLUDE PROMOTES THE RIGHTS OF PEOPLE WHO HAVE BEEN SOCIALLY EXCLUDED TO LIVE IN THE COMMUNITY ON AN EQUAL BASIS WITH OTHERS. IN PARTICULAR, INCLUDE FIGHTS AGAINST INSTITUTIONALIZATION, ENABLING PEOPLE NOT ONLY TO LEAVE INSTITUTIONS BUT ALSO TO EXERCISE THEIR BASIC HUMAN RIGHTS: TO WORK, TO VOTE, TO MAKE THEIR OWN DECISIONS - TO LIVE THE LIVES THE REST OF SOCIETY TAKES FOR GRANTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCLUDE PROMOTES THE RIGHTS OF PEOPLE WHO HAVE BEEN SOCIALLY EXCLUDED TO LIVE IN THE COMMUNITY ON AN EQUAL BASIS WITH OTHERS. IN PARTICULAR, INCLUDE FIGHTS AGAINST INSTITUTIONALIZATION, ENABLING PEOPLE NOT ONLY TO LEAVE INSTITUTIONS BUT ALSO TO EXERCISE THEIR BASIC HUMAN RIGHTS: TO WORK, TO VOTE, TO MAKE THEIR OWN DECISIONS - TO LIVE THE LIVES THE REST OF SOCIETY TAKES FOR GRANTED. INCLUDE BELIEVES THAT SUSTAINABLE SOCIAL INCLUSION CAN BE ACHIEVED WHEN GOVERNMENTS AND POLICY MAKERS WORK IN PARTNERSHIP WITH LOCAL AND REGIONAL ORGANIZATIONS. INCLUDE WILL CONTINUE TO GROW AND STRENGTHEN THE FIELDS OF INTELLECTUAL DISABILITY AND MENTAL HEALTH GLOBALLY USING THREE TOOLS4: ADVOCACY, TECHNICAL ASSISTANCE AND GRANT MAKING. THE COMMUNITIES IN WHICH INCLUDE OPERATES ARE VERY DISTINCT. HOWEVER, THE COMMON CHALLENGE IS TO PUSH FOR SOLUTIONS WHERE MONEY IS IN SHORT SUPPLY, AND WHERE STIGMA AND DISCRIMINATION ARE THE STATUS QUO. ACHIEVING THIS MEANS THAT INCLUDE MUST: - FIND PARTNERS WITH A SHARED VISION FOR SYSTEMIC CHANGE. - BUILD LONG-TERM COMMITMENT TO KEY PARTNERS WITHIN COUNTRIES. - EXPANDING AND DIVERSIFYING INCLUDE'S FUNDERS - PROVIDE CORE FUNDING TO KEY PARTNERS. - PROVIDE FINANCIAL SUPPORT FOR THE DEVELOPMENT OF COMMUNITY-BASED SERVICES AND SOCIAL ENTERPRISES. - CATALYZE REGIONAL NETWORKS FOR LEARNING AND ADVOCACY. - MAINTAIN AN ON-THE-GROUND PRESENCE. - ADVOCATE TOWARD GOVERNMENTS, TOGETHER WITH LOCAL PARTNERS, FOR THE DEVELOPMENT AND IMPLEMENTATION OF LAWS, POLICIES AND PRACTICES THAT SUPPORT SOCIAL INCLUSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS AND APPROVES THE FILING OF 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02485
IRS990/TotalAssetsEOYAmt0285155
IRS990/TotalAssetsGrp/BOYAmt02485
IRS990/TotalAssetsGrp/EOYAmt0285155
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0282592
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010804
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204581
IRS990/TotalFunctionalExpensesGrp/TotalAmt0278630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0278597
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0278597
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02485
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06558
IRS990/TotalProgramServiceExpensesAmt0204581
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0111
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282703
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02485
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0285155
IRS990/TravelGrp/ManagementAndGeneralAmt01980
IRS990/TravelGrp/ProgramServicesAmt05940
IRS990/TravelGrp/TotalAmt07920
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 WAVERLY PLACE
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010003
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.INCLUDEMHI.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06467172810
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INCLUDE THE MENTAL HEALTH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INITIATIVE
ReturnHeader/Filer/BusinessNameControlTxt0INCL
ReturnHeader/Filer/EIN0832285585
ReturnHeader/Filer/PhoneNum06467172810
ReturnHeader/Filer/USAddress/AddressLine1Txt023 WAVERLY PLACE APT 5F
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D565D072D0B04BD269B9AB28A9D3CFB6B207404E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B01DA39A7CE4206C69C852A31C6F5319CAFB19DA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:17:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223403296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON FINANCIAL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01540 KUSER ROAD SUITE A4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERCERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0086193828
ReturnHeader/PreparerPersonGrp/PhoneNum06095810300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS W PARKER III CPA
ReturnHeader/ReturnTs02020-07-10T09:17:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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