Mental Health Association of Southwest F

Nonprofit profile at a glance

EIN
237057026
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
Naples, FL, USA
Phone
2392615405
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$113,702
Expenses
$226,393
Assets
$262,996
Liabilities
$6,861

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

Leadership & pay

5 people listed

Executive titles in this filing

  • JOSHUA RUDNICK (PRESIDENT)
  • DALE KLAUS (VICE PRESIDENT)

People named in this filing

  • JOSHUA RUDNICK (PRESIDENT)
  • DALE KLAUS (VICE PRESIDENT)
  • ROBERT LANDY PHD (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

The mental health association of southwest Florida, inc. (mhaswfl) is a non-profit, non-governmental voluntary citizen organization whose primary goals are to promote healthy emotional and mental development. Since 1957, mhaswfl has served as a catalyst to help people of all ages and backgrounds achieve positive mental health. Our mission is to advocate for mental wellness through education, prevention, and support.

What it reported doing in 2024

Children's mental wellnessgollee gator children's mental wellness program: our mascot for the children's mental wellness program, gollee gator, will be traveling throughout our region informing children and their parents about mental wellness to subside fears and stigmatization. Part of this will include an opportunity for our professional members to speak on such topics as bullying, stress, etc. To convey the message of positive mental health and wellness. Furthermore, gollee gator will distribute information of upcoming events and services available for children and their parents/caretakers. Today's children realize that life is not always easy. Pressure to win, to be liked, to get along with your family, or to do well in school may cause a young person to experience stress. The gollee gator children's mental health initiative addresses the importance of every child's mental wellness. The program is designed to explain and define mental health, teach children to understand their feelings, provide children an introduction to problem solving skills and encourage them to talk with trusted adults.shooting for the stars basketball clinic: today, mental fitness is as important as physical fitness. In fact, they go hand-in-hand! As such, the nonprofit mhaswfl is passionately devoted to helping our youth become mentally and physically fit so that they can enjoy balanced, happy and productive lives. It is estimated that about one in five children have a diagnosable mental health disorder, and one in ten children have a disorder of such seriousness that it interferes with their functioning at home, at school, and in our community. Each clinic will accommodate up to 100 kids between the ages of 8-17. Any child can participate, but we are targeting children from underprivileged homes, kids with emotional and mental disturbances, foster kids, and kids from multi-cultural homes. Wali jones (former philadelphia 76er's) conducted the clinics featuring human development training emphasizing academic excellence, problem-solving, refusal skills, increasing self-concept and self-esteem and promoting teamwork. Kids also worked on fun and exciting fundamental athletic skills through a variety of basketball drills, viewing of films, fould shooting contests and more! Children's divorce education program: putting children first; mhaswfl has a long history of providing the court mandated putting children first (pcf) program for divorcing parents. The pcf program is a four hour class designed to raise parents' awareness of the emotional impact on children of breaking up the family. Parents are encouraged to learn effective co-parenting skills to minimize the fall-out on their children. Children are taught ways to safely and effectively express their feelings as well as coping strategies for adjusting to the changed family structure. Both programs focus primarily on the needs of children in divorcing families and are lead by trained facilitators.one child at a time: this program is especially designed for children whose families do not have the financial means to afford mental health services. The child will receive an initial evaluation session and if needed up to twelve counseling sessions. Our mental health professionals have been known to extend their pro bono services if the child should need more than twelve sessions.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 27
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 80%; rating input score 80
  • Fundraising efficiency: $0.88 raised per $1 spent on fundraising; rating input score 5; 5th percentile among comparable filings

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; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -99.1%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 1.16; rating input score 45; 45th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -1.9% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: 2.7% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: -13% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 80% of spending went to programs
  • Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $181K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 11 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Fundraising efficiency scored 5/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 45/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.