Mohawk Valley Behavioral Health Ipa Inc

Nonprofit profile at a glance

EIN
844297212
IRS 990 coverage
2024–2025
Forms available
Form 990 2025, Form 990-EZ 2023
Location
Utica, NY, USA
Phone
3152722616
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Management & Technical Assistance

Reported finances

Revenue
$321,700
Expenses
$177,839
Assets
$727,990
Liabilities
$572,291

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

Leadership & pay

11 people listed

Executive titles in this filing

  • SANDRA SOROKA (VICE PRESIDENT)
  • MICHAEL COUNTRYMAN (PRESIDENT)

People named in this filing

  • SANDRA SOROKA (VICE PRESIDENT)
  • LAUREN TEGNANDER (TREASURER)
  • JEANNETTE PAVLUS (DIRECTOR)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ensuring individuals in the mohawk valley region access to well-coordinated, high quality community-based mental health and substance use services.

What it reported doing in 2025

Our ipa's service capacity is met through our network partner's capacity to serve their community members. Currently our partners serve over 18,000 medicaid recipients in our region. Our network partners also benefit from ipa services and support that help to meet the needs of approximately an additional 6,000 recipients served through commercial insurance plans.the mohawk valley behavioral health ipa provides support and services, through our network partners, that help support equitable access to the highest quality care to nearly 24,000 community members.

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

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 some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 84
  • Accountability: 88
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 50.8%; rating input score 51
  • Program expense ratio: 91.8%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 10th 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: 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: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 44.7%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 4.09; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.79; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: 1.3% per year; rating input score 100; 33rd percentile among comparable filings
  • Revenue growth: 92% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: 79.3% per year; rating input score 100; 98th percentile among comparable filings

Details

  • Where the money goes: 50.8% of revenue deployed · 91.8% of spending went to programs
  • Governance: 11 of 11 board members independent · 5 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $163K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 12 of 13 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules · includes major donors
  • Filing history: 2 filing years from 2024 to 2025
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.