Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,053,639 | 1,180,971 | 1,275,656 | 1,466,804 | 1,962,453 | 6,939,523 |
| 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 | 1,053,639 | 1,180,971 | 1,275,656 | 1,466,804 | 1,962,453 | 6,939,523 |
| 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) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 6,939,523 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,053,639 | 1,180,971 | 1,275,656 | 1,466,804 | 1,962,453 | 6,939,523 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 84 | 16 | 4,066 | 4,166 | ||
| 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.).. | 7,532 | 81,705 | 50,141 | 69,330 | 208,708 | |
| 11 | Total support. Add lines 7 through 10 | 7,152,397 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2024 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-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | 208,708 |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE ORGANIZATION'S MISSION IS TO ENGAGE WITH THE COMMUNITIES OF EASTERN CONNECTICUT TO IMPLEMENT PROVEN PRACTICES THAT REDUCE THE IMPACT OF BEHAVIORAL HEALTH CHALLENGES ACROSS THE LIFESPAN. THIS IS ACHIEVED THROUGH COLLABORATION, NEEDS ASSESSMENT, CAPACITY BUILDING, AND ADVOCACY. |
| FORM 990, PAGE 2, PART III, LINE 4A | 1. REGIONAL BEHAVIORAL HEALTH ACTION ORGANIZATION (RBHAO): ONE OF SERAC'S KEY ROLES AS THE RBHAO IN REGION 3 IS TO MAXIMIZE RESOURCES AND IMPROVE INTEGRATION RELATED TO MENTAL HEALTH AND SUBSTANCE USE PROGRAM PLANNING, TRAINING, ADVOCACY, AND RESOURCE DEVELOPMENT. SOME KEY FUNCTIONS THROUGH THIS INITIATIVE INCLUDE ASSESSING THE BEHAVIORAL HEALTH NEEDS OF CHILDREN, ADOLESCENTS, AND ADULTS ACROSS THE REGIONS. DEVELOPING REGIONAL STRATEGIC PLANS TO INCLUDE PRIORITY RECOMMENDATIONS FOR PREVENTION, TREATMENT, AND RECOVERY SERVICES. ADMINISTERING THE LOCAL PREVENTION COUNCIL (LPC) GRANTS TO MUNICIPALITIES TO STIMULATE THE DEVELOPMENT AND IMPLEMENTATION OF PREVENTION ACTIVITIES. BUILDING THE CAPACITY OF LOCAL COMMUNITIES TO UNDERSTAND AND ADDRESS PROBLEM GAMBLING. RAISING AWARENESS AND PROVIDING ADVOCACY TO THE GENERAL PUBLIC RELATED TO MENTAL HEALTH PROMOTION AND SUBSTANCE USE PREVENTION, TREATMENT AND RECOVERY. LEVERAGING FUNDS TO SUPPORT PREVENTION, TREATMENT, AND RECOVERY ACTIVITIES ACROSS EACH REGION. MAINTAIN THE STATUTORY REQUIREMENTS FOR MEETINGS AND MEMBERSHIP FOR THE ORGANIZATION. SERVING ON LOCAL, REGIONAL, AND STATEWIDE ADVISORY AND PLANNING BODIES. PROVIDING NALOXONE (NARCAN)TRAINING AND KIT DISTRIBUTION TO COMMUNITIES. PROBLEM GAMBLING IN MARCH 2018, SERAC WAS AWARDED A SIXYEAR PROBLEM GAMBLING GRANT FROMDMHAS TO BUILD THE CAPACITY OF LOCAL COMMUNITIES TO INCREASE AWARENESS TO ADDRESS AND REDUCE THE IMPACT OF PROBLEM GAMBLING ON INDIVIDUALS AND FAMILIES BY BUILDING AND STRENGTHENING A GAMBLING AWARENESS STRATEGIC PLANNING COMMITTEE NAMES REGIONAL GAMBLING AWARENESS TEAM. 2.STATE OPIOID RESPONSE INITIATIVE/ RECOVERY FRIENDLY WORKPLACE: SERAC COMMUNITY MINI GRANT OPPORTUNITY IN EASTERN CT WITH SUPPORT FROM THE CT DEPARTMENT OF MENTAL HEALTH AND ADDITIONAL SERVICES AND FEDERAL SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION. CT STATE OPIOID RESPONSE INITIATIVECOMMUNITY MINI GRANTS WILL PROVIDE COMMUNITIES WITH FUNDING TO BUILD THEIR CAPACITY TO DEVELOP AND/OR ENHANCE LOCAL OPIOID ADDICTION AND OVERDOSE PREVENTION AND RESPONSE EFFORTS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | BOARD MEMBERS MUST ALL VOTE ON DECISIONS AND BE APPROVED UNANIMOUSLY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO DISTRIBUTES THE DOCUMENT TO THE FINANCE DIRECTOR. THE EXECUTIVE AND FINANCE DIRECTORS REVIEW THE 990 AND BRING ANY QUESTIONS TO THE EXECUTIVE COMMITTEE. UPON AGREEMENT OF THE EXECUTIVE COMMITTEE, QUESTIONS AND COMMENTS ARE SENT TO THE AUDITING FIRM AS WELL AS TO THE GENERAL BOARD MEMBERS. ONCE A COMPLETED 990 IS PREPARED, IT IS THEN REVIEWED A SECOND TIME AT THE GENERAL BOARD MEETING WHERE REPRESENTATIVES FROM THE AGENCY THAT COMPLETED THE AUDIT ARE PRESENT TO ANSWER ANY LINGERING QUESTIONS. ONCE IT IS DETERMINED THERE IS A FINAL ACCEPTED 990, THE BOARD OF DIRECTORS VOTES TO SUBMIT. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A CONFLICT OF INTEREST EXISTS WHEN AN INTERESTED PERSON HAS EITHER (A) A FINANCIAL INTEREST, AS DEFINED, THAT COULD BE AFFECTED BY A DECISION BY OR ON BEHALF OF THE ORGANIZATION OR (B) ANOTHER RELATIONSHIP, OBLIGATION, DUTY OF LOYALTY, OR INTEREST, WHETHER FINANCIAL OR NONFINANCIAL IN NATURE, SUCH AS SERVING ON THE GOVERNING BOARD OF ANOTHER ORGANIZATION, THAT COULD INFLUENCE THE INTERESTED PERSONS DECISIONMAKING FOR OR ON BEHALF OF THE FUND (A DUALITY OF INTEREST). ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH A GOVERNING BOARD DELEGATED POWERS IS AN INTERESTED PERSON, AS WELL AS ANY EMPLOYEE. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR DUALITY OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND/OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS WHO ARE CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT OR ANOTHER MATTER AFFECTING THE INTERESTS OF THE ORGANIZATION. IF THE INTERESTED PERSON WITH A CONFLICT OF INTEREST HAS INFORMATION THAT MIGHT BE HELPFUL TO THE GOVERNING BOARD OR COMMITTEE, THE INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION, ARRANGEMENT, OR MATTER INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIR OF THE BOARD OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, ARRANGEMENT, OR MATTER. REGARDLESS OF WHETHER A DISINTERESTED PERSON OR COMMITTEE EXAMINES AND IDENTIFIES ALTERNATIVES, IN EVERY CASE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION, ARRANGEMENT, OR MATTER IS IN THE ORGANIZATIONS BEST INTEREST AND IS FAIR AND REASONABLE AND SHALL ONLY APPROVE ANY SUCH TRANSACTION, ARRANGEMENT OR MATTER THAT IS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN (A) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARDS OR COMMITTEES DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. (B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION, ARRANGEMENT, OR MATTER, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES CONSIDERED, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR WITH THE CHAIR OF THE BOARD OF DIRECTORS AS THE SPOKESPERSON FOR THE PROCESS. IN DETERMINING APPROPRIATE COMPENSATION, THE EXECUTIVE COMMITTEE RELIES ON COMPARABILITY DATA TO MAKE ITS DETERMINATION REGARDING COMPENSATION ISSUES. APPROPRIATE DATA INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR COMPARABLE POSITIONS. THE EXECUTIVE COMMITTEE IDENTIFIES AT LEAST THREE COMPARABLE POSITIONS AND COMPENSATION PACKAGES TO SUPPORT THEIR DETERMINATION. THE EXECUTIVE COMMITTEE PROVIDES THE BOARD OF DIRECTORS WITH A RECOMMENDATION RELATIVE TO COMPENSATION WITH SUPPORTING DOCUMENTATION. APPROVAL OF THE COMPENSATION IS DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 18 | AVAILABLE ON GUIDESTAR |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER FEES 141,154 21,080 0 |
| Software ID: | |
| Software Version: |