2024-04-03T14:37:09-05:00 2023-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2022-07-01 231576691 MENTAL HEALTH AMERICA OF YORK AND ADAMS COUNTIES MENT 7178436973 36 SOUTH QUEEN STREET YORK PA 17403 AUSTIN DASILVA EXECUTIVE DIRECTOR 7178436973 2024-04-01 1 AUSTIN DASILVA 999009999 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-04-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AUSTIN DASILVA 36 SOUTH QUEEN STREET YORK PA 17403 709717 0 X WWW.MHAY.ORG X 1951 PA ASSISTS THOSE WITH MENTAL ILLNESS & EDUCATES THE PUBLIC ON MENTAL ILLNESS & MENTAL HEALTH. 3 3 13 3 464 0 42278 31869 595525 675700 22 523 2096 1625 639921 709717 0 0 0 0 528550 628004 0 0 100 135618 112424 664168 740428 -24247 -30711 2152161 2080400 1457718 1412915 694443 667485 MENTAL HEALTH AMERICA OF YORK AND ADAMS PROMOTES MENTAL WELLNESS ANDSUPPORTS RECOVERY THROUGH ADVOCACY, EDUCATION, SOCIAL ACTION AND THEPROVISION OF COMMUNITY BASED SERVICES. 0 0 511154 524994 REPRESENTATIVE PAYEE SERVICES OFFER SHORT- AND LONG-TERM ASSISTANCE WITH BUDGETARY MANAGEMENT OF SOCIAL SECURITY BENEFITS (E.G., SUPPLEMENTAL INCOME, SURVIVORS', AND/OR DISABILITY INCOME) TO INDIVIDUALS LIVING WITH A MENTAL ILLNESS AND/OR CO-OCCURRING DISABILITY. OUR STAFF SERVES APPROXIMATELY 400 SOCIAL SECURITY BENEFICIARIES AT ANY GIVEN TIME OFFERING THE FOLLOWING - REGULAR AND TIMELY BILL PAYMENT, ESTABLISHING PERSONALIZED HOUSEHOLD BUDGETS, WAGE REPORTING TO SOCIAL SECURITY, AND COMPLETION OF TIMELY PAPERWORK FOR SOCIAL SECURITY AS NEEDED IN ORDER TO MAINTAIN THE CLIENT'S BENEFIT. 134473 150706 THE CONSUMER/FAMILY SATISFACTION TEAM (C/FST) REPRESENTS AN INNOVATIVE APPROACH TO GATHERING DATA BY ORGANIZING TEAMS OF CONSUMERS AND FAMILY MEMBERS TO AFFIRM SATISFACTORY SERVICES, IDENTIFY GAPS OR TRENDS IN SERVICE PROVISION, SUPPORT MENTAL HEALTH PROVIDERS IN IMPROVING SERVICES, AND IDENTIFY CONSUMER & FAMILY NEEDS. THE C/FST TEAM CONDUCTS OVER 300 INDIVIDUAL SURVEYS EACH YEAR IN YORK AND ADAMS COUNTIES. MHA OFFERS INFORMATION, REFERRAL, AND EDUCATION IN ADDITION TO ITS COMMUNITY-BASED PROGRAMS. OUR TEAM MEMBERS OFFER INDIVIDUALS & FAMILIES EDUCATIONAL MATERIALS TO HELP THEM BECOME INFORMED ABOUT MENTAL ILLNESS, SYMPTOM MANAGEMENT, AND THE VARIETY OF COMMUNITY SERVICES THAT COULD BE ESSENTIAL FOR RECOVERY OF THEIR MENTAL HEALTH AND WELL-BEING. 645627 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 0 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X DAVE MUEHLING 7178436973 36 SOUTH QUEEN STREET YORK PA 17403 SUSAN LONG BOARD MEMBER/SEC. (THRU 08/2022) 0.50 X X 0 0 0 DAVE MUEHLING TREASURER 0.50 X X 0 0 0 GEORGE MILTO BOARD MEMBER 0.50 X 0 0 0 KIMBERLY STRATTON BOARD MEMBER (UNTIL 11/2022) 0.50 X 0 0 0 IAN WHEELER BOARD MEMBER (SINCE 02/2023) 0.50 X 0 0 0 CINDY PLUNKERT BOARD MEMBER (UNTIL 06/2022) 0.50 X 0 0 0 AUSTIN DASILVA EXECUTIVE DIRECTOR 40.00 X 70942 0 6452 70942 0 6452 0 0 0 0 0 24107 7762 31869 CASE MANAGEMENT 624100 324628 324628 REPRESENTATIVE PAYEE 624100 200366 200366 CONSUMER FAMILY 624100 150706 150706 675700 523 523 1625 0 1625 1625 464 1161 709717 675700 464 1684 81243 37371 43872 432495 403371 29124 2253 2253 68775 65398 3377 43238 37303 5935 18476 16813 1663 3030 1495 1435 100 30635 28138 2497 2181 2093 88 26830 24224 2606 6371 6371 1908 1698 210 13011 9888 3123 634 570 64 STAFF TRAININGS 6319 5748 571 DUES AND SUBSCRIPTIONS 1816 1680 136 MISCELLANEOUS EXPENSE 1213 1213 740428 645627 94701 100 1721836 1565377 93525 94048 41307 112670 1522 3159 427608 266237 174382 161371 119089 122842 500 20933 2152161 2080400 50687 48221 1376554 1321363 30477 22898 0 20433 1457718 1412915 X 674319 647974 20124 19511 694443 667485 2152161 2080400 -30711 3753 0 X X 0 1 X 1 0 X 39961 42420 30785 42278 31869 187313 581925 599949 585865 595525 675700 3038964 6050 5240 2401 472 0 14163 627936 647609 619051 638275 707569 3240440 0 0 0 3240440 1861 387 1659 1646 2148 7701 1861 387 1659 1646 2148 7701 629797 647996 620710 639921 709717 3248141 0.99760 0.99770 0.00240 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 119089 3753 122842 133460 -14371 119089 101264 32196 133460 112957 -11693 101264 113301 -344 112957 1.00000 0.00000 0.00000 1 0 74512 74512 263467 183303 80164 89629 82934 6695 161371 INTEREST IN NET ASSETS OF COMMUNITY FOUNDATION 122842 F 122842 LEASE LIABILITY 20433 20433 X 713470 3753 3753 709717 0 709717 740428 0 740428 0 740428 PART IV, LINE 2B: THE ORGANIZATION MANAGES CASH IN THE CUSTODIAL ACCOUNTS FOR PEOPLE WITH MENTAL ILLNESSES. THE ORGANIZATION PAYS THE BILLS AND DISBURSES SPENDING MONEY TO THE INDIVIDUALS UNDER THE REPRESENTATIVE PAYEE PROGRAM. PART V, LINE 4: THE ORGANIZATION IS THE BENEFICIARY OF AN ENDOWMENT FUND HELD AT THE YORK COUNTY COMMUNITY FOUNDATION (FOUNDATION), A COMMUNITY FOUNDATION. THE FOUNDATION MAINTAINS VARIANCE POWER OVER DISTRIBUTIONS FROM THE FUND. AS BENEFICIARY, THE ORGANIZATION IS ENTITLED TO ANNUAL DISTRIBUTIONS FROM THE FUND, BASED UPON THE FOUNDATION'S SPENDING POLICY. THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS RESERVES OR NEW PROGRAM START-UP. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE EXECUTIVE DIRECTOR AND TREASURER HAVE REVIEWED THE COMPLETED FORM 990, A PDF OF THIS DOCUMENT IS CIRCULATED TO THE ENTIRE BOARD OF DIRECTORS. AFTER THEIR REVIEW, THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST: A PERSON WITH A CONFLICT OF INTEREST IS REFERRED TO AS AN "INTERESTED PERSON." AN INTERESTED PERSON CAN BE ANY OF THE FOLLOWING INDIVIDUALS ASSOCIATED WITH MHA'S OPERATIONS: DIRECTOR, OFFICER, EMPLOYEE, VOLUNTEER, BOARD MEMBER, MEMBER OF A COMMITTE WITH GOVERNING BOARD DELEGATED POWERS, A MAJOR DONOR, AND/OR A FAMILY MEMBER OF ANY OF THE FOREGOING INDIVIDUALS. PRIOR TO A BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING, SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS A REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST, SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETINGS. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR, THE CHAIR, OR THE CHAIR'S DESIGNEE, WHO SHALL DETERMINE WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. ANNUALLY, EACH DIRECTOR, OFFICER, EMPLOYEE AND VOLUNTEER SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. THE POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY SHALL BE COMMUNICATED TO ALL STAFF AND VOLUNTEERS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES EXECUTIVE DIRECTOR COMPENSATION. WHEN NECESSARY, A SALARY COMPARISON OF LIKE ORGANIZATIONS IS PERFORMED. THE ENTIRE BOARD ALSO REVIEWS ANNUAL BUDGETS THAT DETAIL THIS INFORMATION, ALONG WITH ALL EMPLOYEE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BY-LAWS, MISSION STATEMENT, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY INTERESTED PARTIES. ADDITIONALLY, THE FINANCIAL STATEMENTS ARE DISTRIBUTED AT THE ANNUAL MEETING. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.