Civic Intelligence

Mental Health Client Action Network

990 • Fiscal year 2020 • EIN 93-1177400

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

1051 Cayuga AvenueSanta Cruz, CA 95062

(831) 469-0462

Siviq Scores

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

Liabilities / Assets

80th percentile

0.48x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.77x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

45th percentile

3.0%

Higher net margin than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$60,004

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

32nd percentile

0.0%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-9.3%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,029,251

Up $40 (+0.0%) from 2019

Net Assets

Up

$530,751

Up $19,352 (+3.8%) from 2019

Liabilities

Down

$498,500

Down $19,312 (-3.7%) from 2019

Revenue

Down

$648,360

Down $66,228 (-9.3%) from 2019

Expenses

Down

$629,008

Down $94,533 (-13%) from 2019

Net Income

Up

$19,352

Up $28,305 (+316%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,193,859Liabilities 2012: $601,250Net Assets 2012: $592,6092012Assets 2013: $1,128,881Liabilities 2013: $594,149Net Assets 2013: $534,7322013Assets 2014: $1,139,858Liabilities 2014: $609,146Net Assets 2014: $530,7122014Assets 2015: $1,086,555Liabilities 2015: $569,495Net Assets 2015: $517,0602015Assets 2016: $1,094,933Liabilities 2016: $581,702Net Assets 2016: $513,2312016Assets 2017: $1,055,570Liabilities 2017: $534,179Net Assets 2017: $521,3912017Assets 2018: $1,044,655Liabilities 2018: $524,303Net Assets 2018: $520,3522018Assets 2019: $1,029,211Liabilities 2019: $517,812Net Assets 2019: $511,3992019Assets 2020: $1,029,251Liabilities 2020: $498,500Net Assets 2020: $530,7512020Assets 2021: $1,067,411Liabilities 2021: $490,142Net Assets 2021: $577,2692021Assets 2022: $1,087,464Liabilities 2022: $473,607Net Assets 2022: $613,8572022Assets 2023: $1,073,306Liabilities 2023: $460,366Net Assets 2023: $612,9402023

Highlighted filing

2020

Assets$1,029,251
Liabilities$498,500
Net Assets$530,751

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $251,213Expenses 2012: $286,573Net Income 2012: -$35,3602012Revenue 2013: $269,971Expenses 2013: $327,848Net Income 2013: -$57,8772013Revenue 2014: $472,852Expenses 2014: $476,872Net Income 2014: -$4,0202014Revenue 2015: $497,694Expenses 2015: $511,346Net Income 2015: -$13,6522015Revenue 2016: $476,629Expenses 2016: $480,458Net Income 2016: -$3,8292016Revenue 2017: $499,175Expenses 2017: $490,517Net Income 2017: $8,6582017Revenue 2018: $639,474Expenses 2018: $640,513Net Income 2018: -$1,0392018Revenue 2019: $714,588Expenses 2019: $723,541Net Income 2019: -$8,9532019Revenue 2020: $648,360Expenses 2020: $629,008Net Income 2020: $19,3522020Revenue 2021: $741,404Expenses 2021: $694,886Net Income 2021: $46,5182021Revenue 2022: $944,703Expenses 2022: $908,115Net Income 2022: $36,5882022Revenue 2023: $985,768Expenses 2023: $986,685Net Income 2023: -$9172023

Highlighted filing

2020

Revenue$648,360
Expenses$629,008
Net Income$19,352
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$648,360
Mission and Program Overview

Mission

Support group for those with mental health issues

Mhcan is a client-run organization designed to provide mutual support and networking, have a voice in all matters which affect them and to create programs controlled by clients. They advocate for the right to choose their own life paths and educate the public from their own perspectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$871,525$851,668▼ $19,857
Accounts Receivable$136,629$107,325▼ $29,304
Cash and Non-Interest-Bearing Accounts$20,668$68,293▲ $47,625
Prepaid Expenses and Deferred Charges-$1,637-
Savings and Temporary Cash Investments$386$327▼ $59
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,029,211$1,029,251▲ $40
Other Assets Total$3$1▼ $2
Liabilities
Mortgage Notes Payable Secured by Investment Property$494,091$476,971▼ $17,120
Deferred Revenue-$12,128-
Other Liabilities$14,456$5,151▼ $9,305
Accounts Payable and Accrued Expenses$9,265$4,250▼ $5,015
Total Liabilities$517,812$498,500▼ $19,312
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,399$530,751▲ $19,352
Total Net Assets Fund Balance$511,399$530,751▲ $19,352
Total Liabilities and Net Assets / Fund Balance$1,029,211$1,029,251▲ $40

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$342,111$197,889$540,000
Land$360,000-$360,000
Leasehold Improvements$148,539$161,165$309,704
Equipment$959$47,114$48,073
Other Land Buildings$59$6,299$6,358
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sarah LeonardExecutive DirectorPT$60,004$60,004

Board Members and Trustees

NameTitle
Danette LawrenceChairman
Bonnie SchellDirector
Dennis McdowellDirector
Michelle BoisenDirector
David RosenSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$628,380
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$19,980
All Other Contributions
$179,758
Change in Net Assets
$19,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$333,774
Other Expenses$295,234
Total Fundraising Expense$3,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,370$50,752-$237,122
Occupancy$56,539$21,952-$78,491
Current Officers, Directors, Trustees, and Key Employees$24,002$33,002$3,000$60,004
Interest-$33,095-$33,095
Insurance$6,617$24,328-$30,945
Fees for Services Accounting$12,393$12,060-$24,453
Payroll Taxes$20,486$1,569-$22,055
Depreciation Depletion-$19,857-$19,857
Other Employee Benefits$1,583$13,010-$14,593
Other Expenses$12,497$565-$13,062
All Other Expenses$1,558$5,090-$6,648
Office Expenses$11,635$-10,106-$1,529
Advertising-$150-$150
Travel$74$71-$145
Total Functional Expenses$365,429$260,579$3,000$629,008
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
Payroll Liabilities$5,151
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, Line 11B: Form 990 Review Process

Form 990 is submitted electronicaly to the board treasurer for review and approval. A copy is then presented to the board as an agenda item at the next meeting.

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

The organization monitors the policy by maintaining awareness and boundaries. They have a staff meeting open to all community and community meetings open to all staff. The executive director, as well as board members, all disclose any potential conflicts at the board of directors meetings.

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

The board has agreed upon a fair and reasonable hourly wage given the organization's budget constraints.

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

All documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Mental Health Client Action Network
EIN
93-1177400
Phone
8314690462
Address
1051 CAYUGA AVENUE, SANTA CRUZ, CA 95062

Signing Officer

Name
Sarah Leonard
Title
Executive Director
Signed
2021-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
58
Volunteers
387

Preparer

Firm
Patricia A Beckwith CPA
Address
4630 Soquel Drive, Soquel, CA 95073
Preparer
Patricia A Beckwith CPA
Phone
8316610665
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - extension for fiscal 2016 filed manually

Raw XML AppendixShowing 400 of 432 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/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050752
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0186370
IRS990/OtherSalariesAndWagesGrp/TotalAmt0237122
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01569
IRS990/PayrollTaxesGrp/ProgramServicesAmt020486
IRS990/PayrollTaxesGrp/TotalAmt022055
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01637
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0694788
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0281682
IRS990/PYOtherRevenueAmt019800
IRS990/PYRevenuesLessExpensesAmt0-8953
IRS990/PYSalariesCompEmpBnftPaidAmt0441859
IRS990/PYTotalExpensesAmt0723541
IRS990/PYTotalRevenueAmt0714588
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019352
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt019980
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0386
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0628380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0694788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0619128
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0498323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0460421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02901040
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02901040
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0628380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0694788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0619128
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0498323
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0460421
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02901040
IRS990ScheduleA/TotalSupportAmt02901044
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/BuildingsGrp/BookValueAmt0342111
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0197889
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0540000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0959
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047114
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048073
IRS990ScheduleD/LandGrp/BookValueAmt0360000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0360000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0148539
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0161165
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0309704
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt059
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06299
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06358
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05151
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0851668
IRS990ScheduleD/TotalLiabilityAmt05151
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - extension for fiscal 2016 filed manually
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS SUBMITTED ELECTRONICALY TO THE BOARD TREASURER FOR REVIEW AND APPROVAL. A COPY IS THEN PRESENTED TO THE BOARD AS AN AGENDA ITEM AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MONITORS THE POLICY BY MAINTAINING AWARENESS AND BOUNDARIES. THEY HAVE A STAFF MEETING OPEN TO ALL COMMUNITY AND COMMUNITY MEETINGS OPEN TO ALL STAFF. THE EXECUTIVE DIRECTOR, AS WELL AS BOARD MEMBERS, ALL DISCLOSE ANY POTENTIAL CONFLICTS AT THE BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD HAS AGREED UPON A FAIR AND REASONABLE HOURLY WAGE GIVEN THE ORGANIZATION'S BUDGET CONSTRAINTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01029211
IRS990/TotalAssetsEOYAmt01029251
IRS990/TotalAssetsGrp/BOYAmt01029211
IRS990/TotalAssetsGrp/EOYAmt01029251
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0628380
IRS990/TotalEmployeeCnt058
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0260579
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0365429
IRS990/TotalFunctionalExpensesGrp/TotalAmt0629008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0517812
IRS990/TotalLiabilitiesEOYAmt0498500
IRS990/TotalLiabilitiesGrp/BOYAmt0517812
IRS990/TotalLiabilitiesGrp/EOYAmt0498500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0511399
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0530751
IRS990/TotalProgramServiceExpensesAmt0365429
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt060004
IRS990/TotalRevenueGrp/ExclusionAmt019980
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0648360
IRS990/TotalVolunteersCnt0387
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01029211
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01029251
IRS990/TravelGrp/ManagementAndGeneralAmt071
IRS990/TravelGrp/ProgramServicesAmt074
IRS990/TravelGrp/TotalAmt0145
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01051 CAYUGA AVENUE
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA

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