Southern Area Behavioral Healthcare Services

Nonprofit profile at a glance

EIN
462742934
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Dallas, TX, USA
Phone
9722839090
Rating
61
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Mental Health, Crisis Intervention N.E.C.

Official website

Reported finances

Revenue
$3,260,345
Expenses
$2,725,532
Assets
$1,573,539
Liabilities
$2,574,692

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

Leadership & pay

9 people listed

Executive titles in this filing

  • KENNETH R MEDLOCK (BOARD PRESIDENT AND CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • KENNETH R MEDLOCK (BOARD PRESIDENT AND CHIEF EXECUTIVE OFFICER): $167,375 total reported compensation
  • DR MORGAN MEDLOCK (BOARD MEMBER & CHIEF MEDICAL OFFICER): $158,806 total reported compensation
  • SONYA FRANK (CHIEF ADMINISTRATIVE OFFICER): $129,473 total reported compensation

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

Overview

Mission

To provide quality mental health services to children and adults in north Texas, with an emphasis on underserved populations.

What it reported doing in 2024

Peer support services: services and activities provided between and among consumers who have common issues and needs, that are consumer- motivated, initiated, and managed and that allow consumer to live independently. Services are provided by a certified peer support specialist and are used to enhance consumer engagement by connecting with resources in the community, coaching self-advocation, and promoting independent living.

Operating model

Revenue model
Grant-funded. 89% 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.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 65
  • Accountability: 40
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 70.3%; rating input score 70
  • Program expense ratio: 84%; rating input score 84
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 60%; rating input score 60; 9th percentile among comparable filings
  • Governance controls: 1 of 9 controls in place; rating input score 11
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 16.4%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 0.58; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 1.64; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 20.9%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 11.8% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 46.1% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 70.3% of revenue deployed · 84% of spending went to programs
  • Governance: 3 of 5 board members independent · 1 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $2.3M in reported program spending
  • Leadership: top reported pay $167K · 9 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • 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 — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Accountability: Governance controls: 7 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.