Mental Health Association of Mercer County

Nonprofit profile at a glance

EIN
251184667
IRS 990 coverage
2012–2025
Forms available
Form 990 2025
Location
Sharon, PA, USA
Phone
7243471303
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$228,589
Expenses
$264,577
Assets
$262,822
Liabilities
$10,731

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • HELEN JAEGER (VICE PRESIDENT)
  • LISA PHILLIPS (PRESIDENT)
  • JEN SHUTE FALKE (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JEN SHUTE FALKE (EXECUTIVE DIRECTOR): $42,401 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 provide public education regarding, and awareness of mental illness and to improve the quality of life for persons with mental illness and their family members.

What it reported doing in 2025

Overall program: the organization provides financial counseling and money management for consumers who need and request help. The organization is licensed by the social security administration. The organization is paid fees for these services. The organization services approximately 72 consumers. This program benefits both the individuals in the mental health system and the community where they live, such as landlords and utility companies by guaranteeing payment each month. Through the years, the organization has learned much about handling the various needs and desires of the participants. Each person is different, and therefore, each financial plan is set up differently, as to eventually meet each person's individual goals. The organization tries to help where needed to improve our consumer's living conditions, find solution to their service problems and assist in shopping for various needs.

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 25
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.1%; rating input score 90
  • Program expense ratio: 77.8%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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: 7 of 8 controls in place; rating input score 88
    • 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: Fail

Sustainability

  • Operating margin: -15.7%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.99; rating input score 41; 41st percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 16%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 1.1% per year; rating input score 100; 33rd percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 2.8% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 90.1% of revenue deployed · 77.8% of spending went to programs
  • Governance: 7 of 7 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $206K in reported program spending
  • Leadership: top reported pay $42K · 8 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 9 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • High — Sustainability: Operating margin scored 14/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.