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Institute For Mental Health & Wellness

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Mental Health, Crisis Intervention / Mental Health Treatment - Multipurpose and N.E.C. (NTEE)

Summary charts: organization finances over time

Revenue
$1.93M (2023)

Expenses
$2.7M (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,932,092
Expenses
$2,696,165
Net Income
-$764,073
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
0.3%
Interest Revenue $0
Dividends $1,035,528
53.6%
Sales of Assets $891,564
46.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,390,282
88.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Other
Ali Santor (Director) $0 $0
David Kim Md (Director) $0 $0
Debra Canales (Director) $0 $0
Dougal Hewitt (Director) $0 $0
Erik Wexler (Director) $0 $0
Jim Watson Esq (Director) $0 $0
Joel Gilbertson (Director) $0 $0
Orest Holubec (Director) $0 $0
Rod F Hochman Md (President) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,907,851
Expenses
$10,481,756
Net Income
-$6,573,905
Net Assets
$90,179,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,115,977
54.1%
Sales of Assets $1,658,123
42.4%
Other Income $133,751
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,108,290
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $103,597,278
Total Liabilities $13,417,723
Net Assets $90,179,555
Compensation
Key Employees and Officers Compensation Other
Rod F Hochman Md (President/Chair) $0 $0
Amy Compton Phillips Md (Director Thru 9/22) $0 $0
Debra Canales (Director) $0 $0
Joel Gilbertson (Director) $0 $0
Jo Ann Escasa Haigh (Treasurer) $0 $0
Preston Simmons (Director Thru 10/22) $0 $0
Jim Watson Esq (Secretary) $0 $0
Dan Gillison (Director Thru 8/22) $0 $0
Maureen Bisognano (Director) $0 $0
Terri Ludwig (Director Thru 8/22) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,706,306
Expenses
$10,362,489
Net Income
-$1,656,183
Net Assets
$109,628,722
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,465,855
16.8%
Sales of Assets $7,204,726
82.8%
Other Income $35,725
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,040,011
87.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $128,751,133
Total Liabilities $19,122,411
Net Assets $109,628,722
Compensation
Key Employees and Officers Compensation Other
Rod F Hochman Md (President/Chair) $0 $0
Debra Canales (Director) $0 $0
Amy Compton Phillips Md (Director) $0 $0
Joel Gilbertson (Director) $0 $0
Jo Ann Escasa Haigh (Treasurer) $0 $0
Jim Watson Esq (Secretary) $0 $0
Maureen Bisognano (Director) $0 $0
Terri Ludwig (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,937,052
Expenses
$13,581,003
Net Income
-$7,643,951
Net Assets
$107,705,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $687,947
11.6%
Program Services $0
Investment Income $1,709,413
28.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,539,692
59.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,651,129
12.2%
Assets/Debt
Total Assets $114,841,688
Total Liabilities $7,136,313
Net Assets $107,705,375
Compensation
Key Employees and Officers Compensation Related Other
Rod F Hochman Md (President/Chair) $0 $9,299,594 $813,801
Mike Butler (Director (Part Year)) $0 $8,708,237 $56,431
Debra Canales (Director) $0 $2,003,884 $691,108
Amy Compton Phillips Md (Director) $0 $1,709,011 $533,089
Rhonda Medows Md (Director (Part Year)) $0 $1,814,460 $328,861
Cindy Strauss (Former Secretary) $0 $1,745,541 $358,093
Jo Ann Escasa Haigh (Vp/Treasurer (Part Year)) $0 $1,311,654 $434,938
Joel Gilbertson (Director) $0 $1,107,594 $226,050
Jim Watson Esq (Secretary) $0 $744,481 $120,056
Tyler Norris (Executive Director/Ceo Wbt) $0 $639,498 $109,324
Arpan Waghray (Exec Med Dir Shs Behav Health) $0 $388,974 $49,483
Ben Miller (Chief Strategy Officer Wbt (Pt Yr)) $0 $392,686 $45,607
Robin Henderson (Exec Dir Behavioral Health) $0 $304,096 $18,654
Grainger Marburg (Chief Operating Officer Wbt) $0 $227,596 $25,844
Maureen Bisognano (Director (Part Year)) $0 $0 $0
Terri Ludwig (Director (Part Year)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,741,863
Expenses
$9,987,417
Net Income
-$6,245,554
Net Assets
$108,668,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $983
0.0%
Program Services $0
Investment Income $1,511,273
40.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,229,607
59.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,613,400
16.2%
Assets/Debt
Total Assets $113,570,818
Total Liabilities $4,902,187
Net Assets $108,668,631
Compensation
Key Employees and Officers Compensation Related Other
Rod F Hochman Md (President/Chair) $0 $9,697,491 $1,217,351
Mike Butler (Director) $0 $3,421,103 $597,820
Debra Canales (Director) $0 $2,204,087 $353,537
Rhonda Medows Md (Director) $0 $1,888,838 $274,454
Cindy Strauss (Former Secretary) $0 $1,735,009 $347,233
Amy Compton Phillips Md (Director) $0 $1,701,825 $248,465
Joel Gilbertson (Director) $0 $1,315,140 $203,790
Jo Ann Escasa Haigh (Vp/Treasurer) $0 $1,188,910 $217,824
Jim Watson Esq (Secretary) $0 $843,494 $137,810
Tyler Norris (Executive Director/Ceo) $0 $640,642 $94,384
Arpan Waghray (Exec Med Dir Shs Behav Health) $0 $397,042 $43,864
Robin Henderson (Exec Dir Behavioral Health) $0 $282,533 $26,017
Grainger Marburg (Chief Operating Officer Wbt) $0 $209,341 $25,429

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,051,844
Expenses
$19,891,737
Net Income
-$15,839,893
Net Assets
$104,356,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,613,904
89.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $437,940
10.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,395,070
7.0%
Assets/Debt
Total Assets $111,595,999
Total Liabilities $7,239,688
Net Assets $104,356,311
Compensation
Key Employees and Officers Compensation Related Other
Debra Canales (Director) $0 $2,732,103 $724,111
Amy Compton Phillips (Director) $0 $1,654,073 $667,254
Joel Gilbertson (Director) $0 $1,606,496 $361,983
Rod F Hochman Md (President) $0 $6,569,155 $4,266,266
Annette Walker (Director Thru 5/18) $0 $1,272,062 $37,406
Jo Ann Escasa Haigh (Vp/Treasurer) $0 $1,110,835 $527,424
Tyler Norris (Executive Director/Ceo) $0 $485,124 $167,280
Cindy Strauss (Secretary) $0 $1,884,790 $690,547
Robin Henderson (Clinical Liaison) $0 $287,422 $61,835
Grainger Marburg (Coo) $0 $184,996 $45,828
Arpan Waghray (Cmo) $0 $351,693 $44,719
Benjamin F Miller (Chief Policy Officer) $0 $287,874 $69,805
Janaya L Nichols (Senior Program Manager) $0 $132,493 $27,292
Mary Renouf Hanson (Ed Integrated Comm.) $0 $188,372 $46,544

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,696,313
Expenses
$6,811,260
Net Income
$123,885,053
Net Assets
$128,526,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $130,058,835
99.5%
Program Services $0
Investment Income $591,699
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $45,779
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $569,415
8.4%
Assets/Debt
Total Assets $132,487,554
Total Liabilities $3,960,924
Net Assets $128,526,630
Compensation
Key Employees and Officers Compensation Related Other
Debra Canales (Director) $0 $1,674,402 $1,236,264
Amy Compton Phillips (Director) $0 $1,491,216 $1,024,801
Joel Gilbertson (Director) $0 $856,315 $552,384
Rod Hochman Md (Director) $0 $5,269,095 $6,313,965
Annette Walker (Director) $0 $1,837,508 $872,428
Mike Butler (President) $0 $2,529,152 $2,095,457
Jo Ann Escasa Haigh (Vp/Treasurer) $0 $1,372,090 $667,685
Cindy Strauss (Secretary) $0 $1,743,082 $1,020,214
Tyler Norris (Executive Director/Ceo) $0 $408,701 $318,938
Robin Henderson (Clinical Liaison) $0 $329,794 $28,893
Arpan Waghray (Cmo) $0 $353,168 $71,837
Mary Renouf Hanson (Ed Integrated Comm.) $0 $197,046 $17,114

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

About This Data

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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