Charlotte Behavioral Health Care Inc

Nonprofit profile at a glance

EIN
591234922
IRS 990 coverage
2019–2024
Forms available
Form 990 2024
Location
Punta Gorda, FL, USA
Phone
9416398300
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Mental Health Center

Reported finances

Revenue
$24,112,345
Expenses
$22,465,559
Assets
$22,541,711
Liabilities
$2,619,940

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • VICTORIA SCANLON (CEO)
  • LARRY STEWART (PRESIDENT)
  • AMBER WEAVER (VICE PRESIDENT)

Highest reported compensation

  • MARIO C OLIVA MD (PSYCHIATRIST): $344,977 total reported compensation
  • KATINA MATTHEWS-FERRARI MD (MEDICAL DIRECTOR): $320,517 total reported compensation
  • VICTORIA SCANLON (CEO): $213,746 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Partnering to instill hope, inspire growth and embrace life.

What it reported doing in 2024

Charlotte behavioral health care (the organization") is a local, private 501(c)(3) non profit agency providing behavioral health, recovery support, crisis and addiction services. The organization has been delivering these services for adults, adolescents and children in charlotte county since 1969. 12,378 patients utilized the services and programs offered by the organization during the fiscal year. The organization offers individualized compassionate care and welcomes persons with behavioral health issues, addictions and co-occuring disorders to a personal path of recovery through proven treatment models. Fees for services are based on a sliding scale with income verification required. The organization's services are available to people regardless of race, sex, religous belief or ability to pay whenever possible and appropriate.

Operating model

Revenue model
Grant-funded. 64% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 61
  • Accountability: 90
  • Sustainability: 52
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.2%; rating input score 86
  • Program expense ratio: 92.1%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.8%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 1; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.12; rating input score 71; 71st percentile among comparable filings
  • Officer compensation ratio: 5.3%; rating input score 48; 48th percentile among comparable filings

Growth

  • Program expense growth: 9% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 10.1% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 12.5% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 86.2% of revenue deployed · 92.1% of spending went to programs
  • Governance: 13 of 11 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $20.7M in reported program spending
  • Leadership: top reported pay $345K · 17 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 20 of 21 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • Review — Sustainability: Operating margin scored 59/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • Moderate — Transparency & Controls: Independent members within voting members did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 48/100.