Civic Intelligence

The Mental Foundation

EIN 85-3155511 • 501(c)3 • Ojai, CA

Profile

The Mental Foundation assists individuals with rare mental health or developmental disabilites in sharing their experiences, perspectives, and how with other similar indivduals and their families.

2068 Los Encinos RoadOjai, CA 93023

www.guidestar.org

Siviq Scores

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

Liabilities / Assets

96th percentile

2.01x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

39.69x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1993%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

$5,986

No earlier filing loaded for comparison.

Liabilities

$12,025

No earlier filing loaded for comparison.

Net Assets

-$6,039

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

$303

No earlier filing loaded for comparison.

Expenses

$6,342

No earlier filing loaded for comparison.

Net Income

-$6,039

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0K-$10KAssets 2021: $5,986Liabilities 2021: $12,025Net Assets 2021: -$6,0392021

Highlighted filing

2021

Assets$5,986
Liabilities$12,025
Net Assets-$6,039
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2021: $303Expenses 2021: $6,342Net Income 2021: -$6,0392021

Highlighted filing

2021

Revenue$303
Expenses$6,342
Net Income-$6,039
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,986
Liabilities
$12,025
Net assets
-$6,039
Revenue
$303
Expenses
$6,342
Net income
-$6,039
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$5.99$12.0$6.04$0.30$6.34$6.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 28, 2020 to Jul 31, 2021
Signed
Jun 14, 2022
Return Version
2020v4.0
Gross Receipts
$303
Mission and Program Overview

Mission

The Mental Foundation assists individuals with rare mental health or developmental disabilites in sharing their experiences, perspectives, and how with other similar indivduals and their families.

Program Services

DescriptionGrantsExpenses
Developing and distributing marketing materials and software to be able to implement its mission.-$6,302
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard ShelgrenPresident-$0--
Barbara FischerSecretary-$0--
Baraba FischerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Mental Foundation
EIN
85-3155511
Phone
8182625098
Address
2068 Los Encinos Road, Ojai, CA 93023

Signing Officer

Name
Richard Shelgren
Title
President
Signed
2022-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Fischer & Ritchey LLP
Address
950 BOARDWALK STE 201, SAN MARCOS, CA 92078
Preparer
Barbara Fischer
Phone
7604711100
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $3759”

Other Expenses.1003

“Information Technology $726”

Other Expenses.3

“0 $30”

Other Assets.1

“- Beginning $0 - Ending $1917”

Total Liabilities.1

“- Beginning $0 - Ending $12025”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AmendedReturnInd0X
IRS990EZ/ApplicationPendingInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Richard Shelgren
IRS990EZ/BooksInCareOfDetail/PhoneNum08182625098
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02068 Los Encinos Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ojai
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04069
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0303
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6039
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt065
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05986
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0303
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-6039
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-6039
IRS990EZ/OccupancyRentUtltsAndMaintAmt0350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Richard Shelgren
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Barbara Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Baraba Fischer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01917
IRS990EZ/OtherExpensesTotalAmt04515
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Mental Foundation assists individuals with rare mental health or developmental disabilites in sharing their experiences, perspectives, and how with other similar indivduals and their families.
IRS990EZ/PrintingPublicationsPostageAmt01412
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Developing and distributing marketing materials and software to be able to implement its mission.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06302
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012025
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06342
IRS990EZ/TotalProgramServiceExpensesAmt06302
IRS990EZ/TotalRevenueAmt0303
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.guidestar.org
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0303
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0303
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0303
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0303
IRS990ScheduleA/TotalSupportAmt0303
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $3759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $726
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20 $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- Beginning $0 - Ending $1917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $0 - Ending $12025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Shelgren
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MENTAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MENT
ReturnHeader/Filer/EIN0853155511
ReturnHeader/Filer/PhoneNum08182625098
ReturnHeader/Filer/USAddress/AddressLine1Txt02068 Los Encinos Road
ReturnHeader/Filer/USAddress/CityNm0Ojai
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743167873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fischer & Ritchey LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 BOARDWALK STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MARCOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07604711100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Fischer
ReturnHeader/ReturnTs02023-11-15T16:19:40-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shelgren
ReturnHeader/TaxPeriodBeginDt02020-08-28
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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