TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JENNIFER BRIGHT...................................................................... CHAIR OF THE BOARD	5.00 .................	X	X
(2) PETER CARSON...................................................................... IMMEDIATE PAST CHAIR	3.00 .................	X	X
(3) PIERLUIGI MANCINI...................................................................... CHAIR-ELECT	5.00 .................	X	X
(4) KANA ENOMOTO...................................................................... SECRETARY/TREASURER	3.00 .................	X	X
(5) BEN HARRINGTON...................................................................... CHAIR, AFFILIATE RELATIONS COMMITTEE	3.00 .................	X
(6) JEN MADSEN...................................................................... CO-CHAIR, PUBLIC POLICY COMMITTEE	3.00 .................	X
(7) CLARE MILLER...................................................................... CHAIR, MARKETING & DEVELOPMENT	3.00 .................	X
(8) RUSS PETRELLA...................................................................... DIRECTOR	1.00 .................	X
(9) AIMEE FALCHUK...................................................................... CO-CHAIR, PROGRAM COMMITTEE	3.00 .................	X
(10) COURTNEY LANG...................................................................... COMMITTEE CHAIR	3.00 .................	X
(11) ROBERT N DAVISON...................................................................... CO-CHAIR, PUBLIC POLICY COMMITTEE	3.00 .................	X
(12) JENIFER GAGER...................................................................... DIRECTOR	1.00 .................	X
(13) STEVEN CHAN...................................................................... DIRECTOR	1.00 .................	X
(14) MERRILL FRIEDMAN...................................................................... DIRECTOR	1.00 .................	X
(15) MADHURI JHA...................................................................... CO-CHAIR, PROGRAM COMMITTEE	3.00 .................	X
(16) MAHMOUD KHEDR...................................................................... DIRECTOR	1.00 .................	X
(17) OLIVIA LUBARSKY...................................................................... DIRECTOR	1.00 .................	X

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) SARAH GRIFFITH LUND........................................................................ DIRECTOR	1.00 .......................	X				0	0
(19) ART MCCOY........................................................................ DIRECTOR	1.00 .......................	X				0	0
(20) JOHN MIZE........................................................................ DIRECTOR	1.00 .......................	X				0	0
(21) KERIS MYRICK........................................................................ DIRECTOR	1.00 .......................	X				0	0
(22) JASON QU........................................................................ DIRECTOR	1.00 .......................	X				0	0
(23) LACY DICHARRY........................................................................ OUTGOING DIRECTOR	1.00 .......................	X				0	0
(24) BONNIE COOK........................................................................ DIRECTOR	1.00 .......................	X				0	0
(25) JOHN BOYD........................................................................ DIRECTOR	1.00 .......................	X				0	0
(26) DWIGHT HOLLIER........................................................................ OUTGOING DIRECTOR	1.00 .......................	X				0	0
(27) GUSTAVO LOERA........................................................................ OUTGOING DIRECTOR	1.00 .......................	X				0	0
(28) ELIZABETH STRIBLING........................................................................ PRESIDENT/CEO	45.00 .......................		X			345,061	50,105
(29) JESSICA KENNEDY........................................................................ CHIEF STRATEGY & FINANCE OFFICER	45.00 .......................		X			219,047	22,616
(30) FREDERICK M KING........................................................................ EXECUTIVE VP OF OFFICE SERVICES & HUMAN RESOURCES	45.00 .......................			X		218,519	33,782
(31) THERESA NGUYEN........................................................................ CHIEF RESEARCH OFFICER	45.00 .......................			X		181,347	38,291
(32) STUART ALLEN........................................................................ CHIEF MARKETING AND ADVANCEMENT OFFICER	45.00 .......................			X		227,194	13,689
(33) MARY GILIBERTI........................................................................ CHIEF PUBLIC POLICY OFFICER	45.00 .......................				X	227,163	61,695
(34) VALERIE HAIRSTON STERNS........................................................................ EXECUTIVE VP, AFFILIATE NETWORK	45.00 .......................				X	159,697	24,787
(35) AMERICA PAREDES........................................................................ CHIEF SOCIAL IMPACT OFFICER	45.00 .......................				X	167,371	32,907
(36) DEBRA PLOTNICK........................................................................ EXECUTIVE VP OF STATE AND FEDERAL ADVOCACY	45.00 .......................				X	156,785	31,246
(37) NATHAN TATRO........................................................................ VICE PRESIDENT OF ALLIANCE DEVELOPMENT	45.00 .......................				X	132,366	10,575

(A) Name and business address	(B) Description of services	(C) Compensation
HYATT REGENCY WASHINGTON ON CAPITOL HILL 400 NEW JERSEY AVENUE NW WASHINGTON,DC20001	2023 ANNUAL CONFERENCE	174,924
CORNERSTONE GOVERNMENT AFFAIRS INC 800 MAIN AVENUE SW 7TH FLOOR WASHINGTON,DC20024	GOVERNMENT RELATIONS CONSULTING	169,019
MISSION PARTNERS BENEFIT LLC PO BOX 1400 ROCKVILLE,MD20849	COMMUNICATIONS CONSULTING	137,500


2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 3

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	4,057,175	7,258,618	9,143,911	6,492,813	10,850,408	37,802,925
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	4,057,175	7,258,618	9,143,911	6,492,813	10,850,408	37,802,925
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						5,447,321
6	Public support. Subtract line 5 from line 4.						32,355,604

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	4,057,175	7,258,618	9,143,911	6,492,813	10,850,408	37,802,925
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	195,510	183,387	261,713	286,178	389,881	1,316,669
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..					354	354
11	Total support. Add lines 7 through 10						39,119,948

Gross receipts from related activities, etc. (see instructions) ..................

3,521,118

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

82.710 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

85.640 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization MENTAL HEALTH AMERICA INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization MENTAL HEALTH AMERICA INC		Employer identification number 13-1614906

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization MENTAL HEALTH AMERICA INC			Employer identification number 13-1614906
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	3,801
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	216,688
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	220,489
d	Other exempt purpose expenditures ...............................................................................	10,555,515
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	10,776,004
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	688,800
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	172,200
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	407,801	505,603	514,900	688,800	2,117,104

b	Lobbying ceiling amount (150% of line 2a, column(e))					3,175,656

c	Total lobbying expenditures	146,635	171,805	215,230	220,489	754,159

d	Grassroots nontaxable amount	101,950	126,401	128,725	172,200	529,276

e	Grassroots ceiling amount (150% of line 2d, column (e))					793,914

f	Grassroots lobbying expenditures	8,940	1,560	5,855	3,801	20,156

Schedule C (Form 990) 2022

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	477,528	558,953	502,772	464,992	399,247
b	Contributions ...
c	Net investment earnings, gains, and losses	57,134	-81,425	56,181	37,780	65,745
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	534,662	477,528	558,953	502,772	464,992

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	587,952	322,373	265,579
d	Equipment ....	358,760	315,228	43,532
e	Other .....	238,937	207,957	30,980
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				340,091

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEFERRED COMPENSATION	162,625
FINANCE LEASE LIABILITIES	70,876
OPERATING LEASE LIABILITY	848,297
REFUNDABLE ADVANCE	305,929





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,387,727
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	12,719,077
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	569,102
b	Donated services and use of facilities .........	2b	39,253
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	75,034
e	Add lines 2a through 2d .....................			2e	683,389
3	Subtract line 2e from line 1..................			3	12,035,688
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	37,426
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	37,426
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	12,073,114

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	10,890,291
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	39,253
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	75,034
e	Add lines 2a through 2d....................			2e	114,287
3	Subtract line 2e from line 1...................			3	10,776,004
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	37,426
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	37,426
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	10,813,430

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	MHA'S ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES: 1. TO SUPPORT THE TRAINING AND USE OF VOLUNTEERS, AND/OR TO PAY HOSPITAL ATTENDANTS SERVICING THOSE WHO ARE MENTALLY ILL; AND 2. TO SUPPORT RESEARCH AS TO THE CAUSE AND CURE OF MENTAL ILLNESS, GIVING ATTENTION TO THE THERAPEUTIC USE OF MEGA-VITAMINS.
PART X, LINE 2:	IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE ORGANIZATION HAS APPLIED THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS IN ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023 AND 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 75,034.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 75,034.

Schedule D (Form 990) 2022

Additional Data

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
MENTAL HEALTH AMERICA INC

Employer identification number
13-1614906

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) FARRR FOUNDATION 1310 CHURCH ST STE A LYNCHBURG,VA24504	20-1592668	501(C)(3)	87,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(2) IDONTMIND 10866 WILSHIRE BLVD FL 10 LOS ANGELES,CA90024	92-3104571	501(C)(3)	54,000	MENTAL HEALTH AWARENESS PROGRAM GRANT
(3) LOUISIANA MENTAL HEALTH ASSOCIATION 544 COLONIAL DR BATON ROUGE,LA708066507	72-0688911	501(C)(3)	25,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(4) MENTAL HEALTH ADVOCATES OF WESTERN NEW YORK 1021 BROADWAY ST 5TH FL BUFFALO,NY14212	16-6050686	501(C)(3)	110,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(5) MENTAL HEALTH LEADERSHIP INITIATIVE 124 WASHINGTON ST FOXBOROUGH,MA02035	46-5714524	501(C)(3)	25,000	ADVOCACY SUPPORT
(6) MENTAL HEALTH MINNESOTA WRIGHT BUILDING 2233 UNIVERSITY AVE ST PAUL,MN55114	41-0722639	501(C)(3)	13,000	REGIONAL POLICY COUNCIL
(7) MENTAL HEALTH PARTNERSHIPS 833 CHESTNUT STREET SUITE 1100 PHILADEPHIA,PA19107	23-1425035	501(C)(3)	20,000	MH IN THE OUTDOORS GRANT
(8) MENTAL WELLNESS CENTER 617 GARDEN ST SANTA BARBARA,CA931011664	95-1962659	501(C)(3)	179,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(9) MHA IN FORSYTH COUNTY 1509 S HAWTHORNE RD WINSTON SALEM,NC271034125	56-0776248	501(C)(3)	25,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(10) MHA IN NEW JERSEY 673 MORRIS AVE 100 SPRINGFIELD,NJ07081	22-1549749	501(C)(3)	13,000	REGIONAL POLICY COUNCIL
(11) MHA IN PENNSYLVANIA 4075 LINGLESTOWN ROAD PMB 203 HARRISBURG,PA17112	23-1411212	501(C)(3)	25,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(12) MHA LAKESHORE 915 N 7TH STREET SHEBOYGAN,WI53081	39-1018013	501(C)(3)	20,000	MH IN THE OUTDOORS GRANT
(13) MHA OF ALAMEDA COUNTY 954 60TH ST STE 10 OAKLAND,CA946082369	94-1254645	501(C)(3)	20,000	MH IN THE OUTDOORS GRANT
(14) MHA OF ARIZONA 5110 N 40TH ST STE 201 PHOENIX,AZ850182126	86-0129976	501(C)(3)	30,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(15) MHA OF AUGUSTA 101 W FREDERICK ST STE 206 STAUNTON,VA244013360	54-0797196	501(C)(3)	20,000	MH IN THE OUTDOORS GRANT
(16) MHA OF DUTCHESS COUNTY 253 MANSION ST POUGHKEEPSIE,NY12601	14-1402059	501(C)(3)	110,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(17) MHA OF EAST TENNESSEE 9050 EXECUTIVE PARK DR STE 104-A KNOXVILLE,TN37923	62-0642878	501(C)(3)	13,000	REGIONAL POLICY COUNCIL
(18) MHA OF GEORGIA 2250 N DRUID HILLS RD NE STE 275 ATLANTA,GA303293141	58-0611310	501(C)(3)	75,000	COMMUNITY DRIVEN MH PROGRAMS GRANT
(19) MHA OF GEORGIA 2250 N DRUID HILLS RD NE STE 275 ATLANTA,GA303293141	58-0611310	501(C)(3)	130,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(20) MHA OF MONTANA PO BOX 88 BOZEMAN,MT597710088	81-0289661	501(C)(3)	50,000	COMMUNITY DRIVEN MH PROGRAMS GRANT
(21) MHA OF ROCHESTERMONROE COUNTY 274 N GOODMAN ST UNIT D103 ROCHESTER,NY14607	16-1395575	501(C)(3)	43,750	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(22) MHA OF THE PALM BEACHES 909 FERN ST WEST PALM,FL334015717	59-0760220	501(C)(3)	42,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(23) MHA OF WEST CENTRAL INDIANA 1460 SPRUCE ST TERRE HAUTE,IN478072257	20-8762173	501(C)(3)	105,000	SUBSTANCE USE DISORDER RESEARCH GRANT
(24) TAMPA BAY THRIVES 400 NORTH TAMPA STREET 15TH FLOOR TAMPA,FL33602	84-3036723	501(C)(3)	22,000	MH PROGRAMS - SERVICE OPPORTUNITIES GRANT
(25) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE 160 ALDRICH HALL IRVINE,CA926977600	95-2226406	501(C)(3)	197,330	SUBSTANCE USE DISORDER RESEARCH GRANT
(26) UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE,WA98195	91-6001537	GOVERNMENT	165,991	SUBSTANCE USE DISORDER RESEARCH GRANT
(27) VIBRANT EMOTIONAL HEALTH 50 BROADWAY 19TH FLOOR NEW YORK,NY10004	13-2637308	501(C)(3)	13,000	REGIONAL POLICY COUNCIL

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

FOR ALL PROGRAM SUPPORT GRANTS, NARRATIVE INTERIM AND FINAL REPORTS ARE REQUESTED, ALONG WITH A BUDGET VERSUS ACTUAL STATEMENT WITH SUFFICIENT DETAIL TO DEMONSTRATE THAT FUNDS WERE USED FOR THE INTENDED PURPOSE. THESE REPORTS GENERALLY MUST INCLUDE A DESCRIPTION OF THE ACTIVITIES UNDERTAKEN, PROGRESS MADE TOWARD THE PROJECT'S OBJECTIVES, AND ANY CHALLENGES OR DEVIATIONS ENCOUNTERED DURING IMPLEMENTATION, EXCEPT WHERE NOT APPLICABLE OR WHERE SUPERSEDED BY ADDITIONAL GRANT-SPECIFIC REQUIREMENTS. GRANTEES MUST ALSO ATTEST TO THEIR ELIGIBILITY AND TAX-EXEMPT STATUS WITH THE IRS.

Schedule I (Form 990) 2023

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ELIZABETH STRIBLING PRESIDENT/CEO	(i) (ii)	340,761 ------------- 0	0 ------------- 0	4,300 ------------- 0	11,250 ------------- 0	38,855 ------------- 0	395,166 ------------- 0	0 ------------- 0
2MARY GILIBERTI CHIEF PUBLIC POLICY OFFICER	(i) (ii)	223,363 ------------- 0	0 ------------- 0	3,800 ------------- 0	8,671 ------------- 0	53,024 ------------- 0	288,858 ------------- 0	0 ------------- 0
3FREDERICK M KING EXECUTIVE VP OF OFFICE SERVICES & HU	(i) (ii)	214,719 ------------- 0	0 ------------- 0	3,800 ------------- 0	10,984 ------------- 0	22,798 ------------- 0	252,301 ------------- 0	0 ------------- 0
4JESSICA KENNEDY CHIEF STRATEGY & FINANCE OFFICER	(i) (ii)	215,247 ------------- 0	0 ------------- 0	3,800 ------------- 0	10,984 ------------- 0	11,632 ------------- 0	241,663 ------------- 0	0 ------------- 0
5STUART ALLEN CHIEF MARKETING AND ADVANCEMENT OFFI	(i) (ii)	221,220 ------------- 0	0 ------------- 0	5,974 ------------- 0	11,237 ------------- 0	2,452 ------------- 0	240,883 ------------- 0	0 ------------- 0
6THERESA NGUYEN CHIEF RESEARCH OFFICER	(i) (ii)	177,547 ------------- 0	0 ------------- 0	3,800 ------------- 0	9,124 ------------- 0	29,167 ------------- 0	219,638 ------------- 0	0 ------------- 0
7AMERICA PAREDES CHIEF SOCIAL IMPACT OFFICER	(i) (ii)	163,571 ------------- 0	0 ------------- 0	3,800 ------------- 0	8,264 ------------- 0	24,643 ------------- 0	200,278 ------------- 0	0 ------------- 0
8DEBRA PLOTNICK EXECUTIVE VP OF STATE AND FEDERAL AD	(i) (ii)	152,985 ------------- 0	0 ------------- 0	3,800 ------------- 0	7,541 ------------- 0	23,705 ------------- 0	188,031 ------------- 0	0 ------------- 0
9VALERIE HAIRSTON STERNS EXECUTIVE VP, AFFILIATE NETWORK	(i) (ii)	155,488 ------------- 0	0 ------------- 0	4,209 ------------- 0	7,541 ------------- 0	17,246 ------------- 0	184,484 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

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SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	1	15,066	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( ONLINE ADS )	X	1	35,199	FMV
26 Other ( CRYPTOCURRENCY )	X	55	15,018	FMV
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2023)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART I, COLUMN (B):	THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.

Schedule M (Form 990) (2023)

Additional Data

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Software Version:

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MENTAL HEALTH AMERICA INC

Employer identification number

13-1614906

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 4	MHA MADE VARIOUS CHANGES TO ITS BYLAWS IN 2023, APPOINTING A TASK FORCE OF BOARD MEMBERS AND STAFF TO IDENTIFY AND RECOMMEND CHANGES FOR SIMPLICITY, CLARITY, MODERNIZATION, OR SUBSTANTIVE CHANGES TO BOARD FUNCTION IN LIGHT OF CURRENT BEST PRACTICES. A SUMMARY OF SIGNIFICANT CHANGES FOLLOWS. THE VOTING MEMBER OF EACH AFFILIATE, FOR THE PURPOSE OF THE ANNUAL MEETING, WAS UPDATED FOR PRACTICAL PURPOSES FROM THE AFFILIATE'S BOARD CHAIR TO THE AFFILIATE'S EXECUTIVE DIRECTOR/CEO, WHO IS HISTORICALLY MOST LIKELY TO ATTEND. CHANGES WERE MADE TO PROVIDE MORE CLARITY AROUND VACANCIES OR RESIGNATIONS FROM MHA'S BOARD, SUCH AS ALLOWING FOR EXCUSED ABSENCES. THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE WAS UPDATED TO ALIGN WITH BOARD LEADERSHIP AND NOW CONSISTS OF THE CHAIR, CHAIR-ELECT, SECRETARY-TREASURER, AND IMMEDIATE PAST CHAIR, WITH THE PRESIDENT/CEO AS AN EX OFFICIO MEMBER. LANGUAGE WAS ADDED TO PROVIDE MORE CLARITY AROUND LIMITS TO THE EXECUTIVE COMMITTEE'S POWER. THE PRIOR PERSONNEL COMMITTEE WAS REMOVED AS NO LONGER BEING NECESSARY. THE STANDING COMMITTEES LISTED IN THE BYLAWS WERE UPDATED TO BETTER REFLECT SCOPE OF WORK, SIMPLIFY THEIR CHARGES, AND TO REMOVE COMMITTEES THAT SERVED VARIOUS AD HOC FUNCTIONS WHICH WERE ALREADY ADDRESSED BY LANGUAGE AROUND ADVISORY COMMITTEES. COMMITTEE MEMBERSHIP AND CHAIRSHIP WERE INCREASED FROM ONE-YEAR TERMS TO TWO-YEAR TERMS FOR CONSISTENCY. THE NOMINATING AND BOARD DEVELOPMENT COMMITTEE WAS RENAMED TO THE BOARD DEVELOPMENT AND GOVERNANCE COMMITTEE. OFFICER DESCRIPTIONS WERE SIMPLIFIED AND REFRESHED. LIMITS ON AFFILIATE MEMBERSHIP AMONG THE NATIONAL BOARD WERE CHANGED TO ALLOW FOR MORE OPPORTUNITIES FOR AFFILIATES TO SERVE.
FORM 990, PART VI, SECTION A, LINE 6	THE DIRECTORS OF THE CORPORATION ELECTED UNDER ARTICLE IV OF THE BYLAWS AND THE PRESIDING OFFICERS (CHAIRS, PRESIDENTS, OR EQUIVALENTS) OF GOVERNING BOARDS (BOARDS OF DIRECTORS OR EQUIVALENT) OF LOCAL AND STATE AFFILIATES OF THE CORPORATION, OR THEIR DESIGNEES, SHALL CONSTITUTE THE MEMBERSHIP OF THE CORPORATION. THE PRESIDENT OR CHIEF EXECUTIVE OFFICER, EXECUTIVE DIRECTOR, OR ANY INTERIM STAFF MEMBER OR BOARD MEMBER ACTING AS THE HEAD OF LOCAL AND STAFF AFFILIATES OF THE CORPORATION OR THEIR PROXIES SHALL ACT AS DELEGATES TO THE NATIONAL DELEGATE ASSEMBLY. ALL AFFILIATES SHALL BE TREATED THE SAME, REGARDLESS OF THE ORGANIZATIONAL RELATIONSHIP MODEL THAT THEY HAVE ADOPTED. VOTING FORMULA: EACH AFFILIATE SHALL BE ELIGIBLE TO CAST TWO VOTES AT THE NATIONAL DELEGATE ASSEMBLY. EACH AFFILIATE SHALL BE ELIGIBLE TO CAST ONE ADDITIONAL VOTE FOR EVERY 300 DUES-PAYING MEMBERS OR FRACTION THEREOF THAT THE AFFILIATE CAN DEMONSTRATE DURING THE IMMEDIATE PAST CALENDAR YEAR AND ONE ADDITIONAL VOTE FOR EVERY $3,000 OR FRACTION THEREOF PAID BY THAT AFFILIATE TO THE CORPORATION FOR ITS AFFILIATION FEE DURING THE IMMEDIATE PAST CALENDAR YEAR. MEMBERS OF THE BOARD: DIRECTORS OF THE CORPORATION SHALL BE CONSIDERED "AT-LARGE" MEMBERS OF THE NATIONAL DELEGATE ASSEMBLY AND SHALL NOT BE COUNTED IN AN AFFILIATE'S TOTAL. THEY SHALL EACH BE PERMITTED TO CAST ONE VOTE AT THE NATIONAL DELEGATE ASSEMBLY. ELIGIBILITY TO VOTE: IN ORDER TO CAST ANY VOTES, EACH AFFILIATE MUST HAVE PAID ALL AFFILIATION FEES APPROVED BY THE BOARD FOR THAT AFFILIATE FOR THE IMMEDIATE PAST CALENDAR YEAR PRIOR TO THE DEADLINE SET BY THE BOARD. LOCAL AFFILIATES WHICH DO NOT PAY AFFILIATION FEES TO THE CORPORATION SHALL BE PERMITTED TO VOTE IF THE AFFILIATE TO WHICH THE LOCAL AFFILIATE PAYS AFFILIATION FEES HAS PAID ALL AFFILIATION FEES APPROVED BY THE BOARD FOR THE STATE AFFILIATE FOR THE IMMEDIATE PAST CALENDAR YEAR PRIOR TO THE DEADLINE SET BY THE BOARD UNLESS THE STATE AFFILIATE CERTIFIES THAT CURRENT FEES TO THE STATE AFFILIATE ARE UNPAID AND REQUESTS THAT THE LOCAL AFFILIATE NOT BE PERMITTED TO VOTE.
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD SHALL CONSIST OF BETWEEN 18 AND 24 DIRECTORS, 15 TO 21 OF WHICH SHALL BE ELECTED BY THE NATIONAL DELEGATE ASSEMBLY FROM A SLATE PRESENTED BY THE BOARD DEVELOPMENT AND GOVERNANCE OR FROM NOMINATIONS MADE AS HEREINAFTER PROVIDED AND THREE OF WHICH, THE IMMEDIATE PAST CHAIR, CHAIR, AND CHAIR-ELECT, SHALL BE ELECTED BY THE BOARD AT THE BOARD MEETING FOLLOWING THE NATIONAL DELEGATE ASSEMBLY EACH YEAR.
FORM 990, PART VI, SECTION A, LINE 7B	FOR THE MANAGEMENT OF THE BUSINESS AND FOR THE CONDUCT OF THE AFFAIRS OF THE CORPORATION, AND IN FURTHER DEFINITION, LIMITATION AND REGULATION OF THE POWERS OF THE CORPORATION AND OF ITS DIRECTORS AND MEMBERS, IT IS FURTHER PROVIDED THAT, NOTWITHSTANDING ANYTHING IN THE CORPORATION'S BYLAWS TO THE CONTRARY, THE MEMBERSHIP SHALL HAVE FINAL AUTHORITY ON ALL MATTERS GOVERNING AMENDMENTS TO THE CERTIFICATE OF INCORPORATION, SIZE OF THE BOARD OF DIRECTORS, ELECTION OF THE BOARD DEVELOPMENT AND GOVERNANCE COMMITTEE, ACTION RECOMMENDATIONS FROM THE BOARD OF DIRECTORS ON AMENDING THE STANDARDS OF AFFILIATION AND OTHER MISCELLANEOUS MATTERS.
FORM 990, PART VI, SECTION B, LINE 11B	THE ACCOUNTING DEPARTMENT AND MANAGEMENT REVIEW THE DRAFT 990 FOR ACCURACY. THE FORM IS THEN FORWARDED TO THE SECRETARY/TREASURER OF THE BOARD FOR THEIR REVIEW. ONCE COMMENTS, IF ANY, ARE RECEIVED FROM THE SECRETARY/TREASURER, A DRAFT IS FORWARDED TO THE FULL BOARD OF DIRECTORS. FINAL COMMENTS ARE THEN FORWARDED TO THE OUTSIDE ACCOUNTING FIRM, WHO FILES THE FORM WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	EACH BOARD AND COMMITTEE MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY; THE STATEMENTS ARE REVIEWED BY THE SECRETARY/TREASURER. ANY CONFLICTS OF INTEREST ARE BROUGHT BY THE SECRETARY/TREASURER TO THE EXECUTIVE COMMITTEE. THE MEMBER IS ASKED TO EXCUSE THEMSELVES IN COMMENTING OR VOTING ON ISSUES THAT ARE OR MIGHT APPEAR TO BE OF CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15	MHA USES COMPENSATION ANALYSES TO MONITOR THE COMPENSATION OF ALL POSITIONS, INCLUDING OFFICERS AND KEY EMPLOYEES. THE COMPENSATION STUDIES INCLUDE SIMILAR POSITIONS WITHIN THE WASHINGTON, DC METRO AREA, WITHIN THE HEALTH CARE FIELD, AND WITHIN THE NON-PROFIT INDUSTRY, AND DECISIONS ARE DOCUMENTED AS WELL.
FORM 990, PART VI, SECTION C, LINE 19	MHA MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). OUR WEBSITE, WWW.MHANATIONAL.ORG, IS THE MAIN SOURCE OF COMMUNICATION. IF SOMEONE CALLS OR EMAILS TO REQUEST THIS INFORMATION, IT IS SENT OUT PROMPTLY.
FORM 990, PART IX, LINE 11G	OTHER FEES: PROGRAM SERVICE EXPENSES 1,045,178. MANAGEMENT AND GENERAL EXPENSES 72,337. FUNDRAISING EXPENSES 53,104. TOTAL EXPENSES 1,170,619.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	6,492,813	10,850,408
9	Program service revenue (Part VIII, line 2g) .........	508,101	739,700
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	173,820	240,765
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	258,513	242,241
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	7,433,247	12,073,114
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,242,722	1,732,522
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	5,098,970	5,797,416
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 953,268
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,593,315	3,283,492
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	8,935,007	10,813,430
19	Revenue less expenses. Subtract line 18 from line 12.......	-1,501,760	1,259,684
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	12,944,250	14,555,457
21	Total liabilities (Part X, line 26).............	2,303,942	2,086,363
22	Net assets or fund balances. Subtract line 21 from line 20.....	10,640,308	12,469,094

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,409,979 including grants of $ 1,089,721 ) (Revenue $ 108,990 )
	RESEARCH: MHA IS A LEADER IN CONDUCTING POPULATION HEALTH AND PATIENT-PARTICIPATORY RESEARCH TO IMPROVE THE MENTAL HEALTH OF INDIVIDUALS ACROSS THE U.S. MHA USES A DATABASE OF OVER 25 MILLION HEALTH SCREENS TO ISSUE REPORTS TO INFORM PUBLIC POLICY AND DECISION-MAKING, VALIDATE SCREENING TOOLS, CONDUCT RESEARCH ON EVIDENCE-BASED ONLINE INTERVENTIONS, RESEARCH LINKS TO PEERS AND COMMUNITIES, AND PROVIDE A FREE SOURCE OF MENTAL HEALTH SCREENING INFORMATION BY LOCATION AND CONDITION FOR USE BY POLICYMAKERS, OTHER RESEARCHERS, AND THE GENERAL PUBLIC. MHA ALSO ISSUES OTHER REPORTS AND ANALYSES OF MENTAL HEALTH TRENDS AND STATISTICS IN THE U.S.

4b	(Code: ) (Expenses $ 2,315,743 including grants of $ 361,547 ) (Revenue $ 456,419 )
	CONSTITUENCY SERVICES: MHA SUPPORTS A NATIONAL NETWORK OF COMMUNITY-BASED ORGANIZATIONS PROVIDING MENTAL HEALTH SERVICES, INFORMATION AND REFERRAL SERVICES, PSYCHOSOCIAL SERVICES, AND POLICY AND ADVOCACY. BY PROVIDING TECHNICAL ASSISTANCE, TRAINING, GRANT OPPORTUNITIES, AND CONTENT TO AFFILIATES AND SIMILAR ORGANIZATIONS, MHA SUPPORTS A NATIONAL EFFORT TO PROVIDE HIGH-QUALITY, CULTURALLY RESPONSIVE MENTAL HEALTH SERVICES FOR INDIVIDUALS IN NEED ACROSS THE COUNTRY.

4c	(Code: ) (Expenses $ 2,292,086 including grants of $ 166,711 ) (Revenue $ 326,524 )
	PUBLIC EDUCATION: MHA PROVIDES RESOURCES TO INDIVIDUALS WITH MENTAL HEALTH CONCERNS, THEIR SUPPORTERS, AND PROVIDERS THROUGH A WIDE RANGE OF CULTURALLY RESPONSIVE TOOLS YEAR-ROUND. MAJOR EDUCATION CAMPAIGNS INCLUDE MENTAL HEALTH MONTH, BIPOC MENTAL HEALTH MONTH, AND BACK TO SCHOOL FOR YOUTH, THEIR PARENTS, AND YOUNG ADULTS. CAMPAIGNS OFFER RESOURCES FOR COMMUNITY ORGANIZATIONS, DIRECT EDUCATION FOR INDIVIDUALS IN NEED, MEDIA OUTREACH, WEBINARS, E-TRAINING, AND SOCIAL MEDIA. THESE SIGNATURE PROGRAMS REACH MILLIONS OF PEOPLE ANNUALLY. MHA ALSO OFFERS A FREE, ANONYMOUS SCREENING TOOL WHERE NEARLY 15,000 PEOPLE PER DAY EDUCATE THEMSELVES ON THEIR OWN MENTAL HEALTH AND TAKE RECOVERY STEPS. MHA ADDITIONALLY PROVIDES EDUCATION AND SUPPORT TO 2,500 EMPLOYERS AND THEIR WORKERS THROUGH ITS WORKPLACE MENTAL HEALTH PROGRAM.

	(Code: ) (Expenses $ 1,939,349 including grants of $ 114,543 ) (Revenue $ 6,450 )
	POLICY AND ADVOCACY: MHA ADVOCATES FOR LAWS AND POLICIES THAT PROMOTE AND FOSTER POSITIVE MENTAL HEALTH, ENSURE ACCESS TO EFFECTIVE AND CULTURALLY RESPONSIVE CARE, AND PROTECT THE RIGHTS OF PEOPLE WHO HAVE MENTAL HEALTH CONDITIONS AND THEIR FAMILIES. MHA WORKS WITH PARTNERS AND AFFILIATES TO CHAMPION PREVENTION, ENCOURAGE ACCESS TO SCREENING AND EARLY INTERVENTION SERVICES, GET MENTAL HEALTH EDUCATION AND PROGRAMMING IN SCHOOLS, EXPAND ACCESS TO CRISIS RESOURCES, IMPROVE ACCESS TO AND USE OF PEER SPECIALISTS, IMPROVE SERVICES FOR YOUTH AND YOUNG ADULTS, AND INTEGRATE RECOVERY FULLY IN CARE. MHA'S EFFORTS AROUND THE SOCIAL DRIVERS OF MENTAL HEALTH ADDRESS THE INEQUITIES THAT PREVENT PEOPLE FROM REACHING THEIR FULL POTENTIAL.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,939,349 including grants of $ 114,543 ) (Revenue $ 6,450 )
4e	Total program service expenses8,957,157

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,034,550	0	319,693

1a	Federated campaigns..		1a	47,310
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	782,485

f	All other contributions, gifts, grants, and similar amounts not included above		1f	10,020,613

g	Noncash contributions included in lines 1a - 1f:$		1g	65,283

h Total. Add lines 1a-1f.......		10,850,408

1	Briefly describe the organization’s mission or most significant activities: ADVANCING MENTAL WELL-BEING SINCE 1909 THROUGH EDUCATION, RESEARCH, ADVOCACY, & SERVICE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	24
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	24
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	44
6	Total number of volunteers (estimate if necessary) .............	6	63
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Business Code
2a	CONSTITUENCY SERVICES	621330	449,260	449,260
b	PUBLIC EDUCATION	621330	175,000	175,000
c	RESEARCH	621330	108,990	108,990
d	POLICY/ADVOCACY	621330	6,450	6,450
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		739,700

3 Investment income (including dividends, interest, and othersimilar amounts) ......			306,677			306,677
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			83,204			83,204
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	432,254
b	Less: cost or other basis and sales expenses	7b	498,166
c	Gain or (loss)	7c	-65,912
d	Net gain or (loss).........			-65,912			-65,912
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	233,717
b	Less: cost of goods sold ..		10b	75,034
c	Net income or (loss) from sales of inventory..			158,683	158,683

Business Code
11a
b
c
d	All other revenue ....			354			354
e	Total. Add lines 11a–11d ......			354
12	Total revenue. See instructions.....			12,073,114	898,383	0	324,323

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,732,522	1,732,522
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,349,651	1,055,263	123,272	171,116
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	3,594,346	2,810,341	328,294	455,711
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	110,099	86,084	10,056	13,959
9	Other employee benefits .......	407,605	318,698	37,229	51,678
10	Payroll taxes ...........	335,715	262,488	30,663	42,564
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	15,483		15,483
c	Accounting ...........	29,537		29,537
d	Lobbying ...........	156,000	156,000
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	37,426		37,426
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,170,619	1,045,178	72,337	53,104
12	Advertising and promotion ....	27,205	27,205
13	Office expenses .......	67,510	51,614	4,604	11,292
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	234,510	187,608	23,451	23,451
17	Travel ............	282,615	207,518	55,034	20,063
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	702,400	593,884	79,521	28,995
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	90,963	72,771	9,096	9,096
23	Insurance ...	114,510	91,590	11,415	11,505
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DUES AND SUBSCRIPTIONS	285,338	199,172	30,620	55,546
b	COMMUNICATIONS	45,522	36,646	4,156	4,720
c	PRINTING AND DESIGN	23,854	22,575	811	468
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	10,813,430	8,957,157	903,005	953,268
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			966	1	969
2	Savings and temporary cash investments .........			5,640,205	2	4,654,454
3	Pledges and grants receivable, net ......			223,928	3	1,938,540
4	Accounts receivable, net .............			323,470	4	131,084
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			52,061	8	13,830
9	Prepaid expenses and deferred charges ......			135,727	9	250,718
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,185,649
b	Less: accumulated depreciation	10b	845,558	388,260	10c	340,091
11	Investments—publicly traded securities .			5,378,761	11	6,602,125
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			800,872	15	623,646
16	Total assets. Add lines 1 through 15 (must equal line 33)...			12,944,250	16	14,555,457

17	Accounts payable and accrued expenses .....	425,368	17	590,922
18	Grants payable ...		18
19	Deferred revenue .........	52,508	19	107,714
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,826,066	25	1,387,727
26	Total liabilities. Add lines 17 through 25..	2,303,942	26	2,086,363

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	8,823,207	27	9,502,337
28	Net assets with donor restrictions ...........	1,817,101	28	2,966,757
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	10,640,308	32	12,469,094
33	Total liabilities and net assets/fund balances ........	12,944,250	33	14,555,457