Mental Health America Lakeshore Inc
Nonprofit profile at a glance
- EIN
- 391018013
- IRS 990 coverage
- 2014–2025
- Forms available
- Form 990 2025, Form 990-EZ 2013
- Location
- Plymouth, WI, USA
- Phone
- 9204583951
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Mental Health, Crisis Intervention N.E.C.
Reported finances
- Revenue
- $1,084,150
- Expenses
- $674,170
- Assets
- $1,955,538
- Liabilities
- $32,123
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- Julie Preder (Executive Director)
- Barbara Klug (President)
- Elizabeth Cramer (President Elect)
- Danielle Lang (Past President)
Highest reported compensation
- Julie Preder (Executive Director): $111,952 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To promote good mental health, prevent mental disorders and substance use conditions, and achieve victory over mental illnesses and additictions through advocacy, education, research, and services.
What it reported doing in 2025
Public Education The program shares information on mental health, illness, and wellness in school, employer, and community-based settings. Areas of expertised and focus incldue mindfulness and stigma reduction training and support.
Operating model
- Revenue model
- Donor-supported. 94% of the money available for current operations came from contributions and gifts.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 47
- Transparency & Controls: 86
- Accountability: 100
- Sustainability: 71
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 39.8%; rating input score 40
- Program expense ratio: 63.9%; rating input score 64
- Fundraising efficiency: $9.55 raised per $1 spent on fundraising; rating input score 33; 33rd percentile among comparable filings
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 24th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 37.8%; rating input score 86; 86th percentile among comparable filings
- Total-asset coverage ratio: 2.9; rating input score 74; 74th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 55; 55th percentile among comparable filings
- Officer compensation ratio: 16.6%; rating input score 21; 21st percentile among comparable filings
Growth
- Program expense growth: 5.5% per year; rating input score 100; 39th percentile among comparable filings
- Revenue growth: 10.5% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 14.5% per year; rating input score 100; 68th percentile among comparable filings
Details
- Where the money goes: 39.8% of revenue deployed · 63.9% of spending went to programs
- Governance: 13 of 13 board members independent · 8 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $431K in reported program spending
- Leadership: top reported pay $112K · 16 people listed
- Consistency: 31 of 34 current checks pass · 3 findings to review
- Schedules: 5 filed schedules · includes major donors
- Filing history: 11 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Money network: 2 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 40/100.
- Moderate — Financial Efficiency: Fundraising efficiency scored 33/100.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Part IX DepreciationDepletion column sum did not reconcile in the filed values.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 21/100.
- Review — Sustainability: Liabilities to assets ratio scored 55/100.