Nonprofit · EIN 23-7057026
MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC
Also known as COLLIER COUNTY
Tax-exempt · MARCO ISLAND, FL 34146
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $113,702 | $226,393 | -$112,691 | $262,996 | $6,861 | $256,135 |
| December 31, 2023 | 990 | $83,377 | $227,508 | -$144,131 | $443,355 | $1,701 | $441,654 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,905
- Program service revenue
- $2,125
- Investment income
- $82,357
- Net gain from sales of assets
- $70,802
- Net income from fundraising events
- $19,315
- Other revenue
- $19,315
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $163,650
- Salaries, compensation and benefits (total)
- $192,152
- Professional fundraising fees
- $0
- Occupancy
- $11,267
- Travel
- $120
- Depreciation
- $551
- Program services (functional)
- $181,114
- Management and general (functional)
- $33,959
- Fundraising (functional)
- $11,320
Balance sheet and other
- Total assets, start of year
- $443,355
- Total assets, end of year
- $262,996
- Total liabilities, end of year
- $6,861
- Net assets, end of year
- $256,135
- Land, buildings and equipment
- $1,650
- Publicly traded securities
- $244,063
- Net assets without donor restrictions
- $256,135
- Gross receipts
- $233,468
- Employees
- 2
- Volunteers
- 25
- Year formed
- 1979
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA RUDNICK | PRESIDENT Trustee or director, Officer | 10 | $0 |
| DALE KLAUS | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| ROBERT LANDY PHD | TREASURER Trustee or director, Officer | 10 | $0 |
| CLAUDIA DAL LAGO | BOARD MEMBER Trustee or director | 10 | $0 |
| KIMBERLY ROGERS LCSW RPT-S | SECRETARY Trustee or director, Officer | 10 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSHUA RUDNICK | PRESIDENT Trustee or director, Officer | 10 | $0 |
| DALE KLAUS | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| ROBERT LANDY PHD | TREASURER Trustee or director, Officer | 10 | $0 |
| CLAUDIA DAL LAGO | BOARD MEMBER Trustee or director | 10 | $0 |
| KIMBERLY ROGERS LCSW RPT-S | SECRETARY Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 271, MARCO ISLAND, FL 34146-0271
- Principal officer (990 for 2024)
- PETRA JONES, 2335 9TH ST N, NAPLES, FL 34103
- Signed the 990
- PETRA JONES, EXECUTIVE DIRECTOR
- Phone
- (239) 261-5405
- Website
- WWW.MHASWFL.ORG
- Return prepared by
- PHILLIPS FELDMAN GROUP
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.
Program accomplishments
- POSITIVE AGING INITIATIVE: MENTAL HEALTH ASSOCIATION OF SOUTHWEST FLORIDA'S PURPOSE IS TO PROMOTE THE POSITIVE POTENTIAL OF LATER LIFE BY DISCOVERING AND SHARING KNOWLEDGE THROUGH EDUCATIONAL AND COMMUNITY COLLABORATIONS. THE THREE PRIMARY GOALS SHOULD BE:- TO ENABLE OLDER PEOPLE WITH MENTAL HEALTH OR SUBSTANCE USE PROBLEMS TO LIVE WHERE THEY PREFER, GENERALLY IN THE COMMUNITY - TO "AGE IN PLACE."- TO ASSURE ACCESS TO CLINICALLY APPROPRIATE, CULTURALLY AND LINGUISTICALLY COMPETENT CARE IN THE COMMUNITY AND IN CONGREGATE LIVING SETTINGS FOR PEOPLE WHO NEED MORE HELP AS THEY GROW OLDER.- TO ENCOURAGE PEOPLE TO AGE WELL BY HELPING THEM TO PRESERVE THEIR MENTAL AS WELL AS GENERAL HEALTH AND SENSE OF VITALITY AND FULFILLMENT AS THEY AGE.Expenses $24,234 · revenue $11,304
- 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.Expenses $78,440 · revenue $36,589
- REFERRAL/INFORMATION/EDUCATION: THE MENTAL HEALTH ASSOCIATION OF SOUTHWEST FLORIDA (MHASWFL) ASSISTS INDIVIDUALS NEEDING REFERRALS TO MENTAL HEALTH PROFESSIONALS AND SERVICE, AS WELL AS, TO OTHER SOCIAL SERVICES AND PROVIDES INFORMATION RELATED TO MENTAL HEALTH ISSUES. THE WORKPLACE WELLNESS PROGRAM IS DESIGNED TO FACILITATE A MENTALLY HEALTHY WORKSITE. THROUGH THIS PROGRAM THE MHASWFL HELPS EMPLOYEES AND SUPERVISORS BETTER DEAL WITH MENTAL HEALTH AT THE WORKSITE BY OFFERING EDUCATIONAL WORKSHOPS SPECIFICALLY DEVELOPED TO MEET THE CURRENT NEEDS OF THE WORKPLACE. ALL MATERIALS ARE PRESENTED FREE OF CHARGE BY THE PRESENTER. MHASWFL IS AUTHORIZED TO FACILITATE PROGRAMS AND SYMPOSIUMS WHICH ARE QUALIFIED TO PROVIDE CONTINUING EDUCATION CREDITS TO LICENSED MENTAL HEALTH PROFESSIONALS, SOCIAL WORKERS, AND PSYCHOLOGISTS. CONTINUING EDUCATION SEMINARS ARE BASED ON THE NEEDS OF THE PROFESSIONAL COMMUNITY, AND ARE OFFERED 4-6 TIMES A YEAR. SUPPORT GROUPS MEET WEEKLY AND PROVIDE ASSISTANCE TO INDIVIDUALS SUFFERING FROM CONFLICTS IN THEIR LIVES.Expenses $78,440 · revenue $36,589
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7057026
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $262,996
- Income (IRS master file)
- $233,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $113,702 | $226,393 | $262,996 | XML |
| 990 | December 2023 | $83,377 | $227,508 | $443,355 | IRS |
| 990 | December 2022 | $45,394 | $227,855 | $588,730 | IRS |
| 990 | December 2021 | $138,053 | $222,290 | $868,953 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7057026).
Questions about MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC
- What is the EIN of MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC?
- The employer identification number (EIN) of MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC is 23-7057026.
- Is MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC?
- The 990 for the year ended December 31, 2024 names PETRA JONES.
- Who are the officers and directors of MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MENTAL HEALTH ASSOCIATIONS OF SOUTHWEST FLORIDA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $113,702, expenses of $226,393 and total assets of $262,996 at year end.
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