2024-11-14T08:11:34-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 130433740 AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION AMER 2025593900 800 MAINE AVENUE SW 900 WASHINGTON DC 20024 CARLTON DAVIDS CPA CHIEF FINANCIAL OFFICER 2025593900 2024-11-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z APAF RAWLE ANDREWS JR 800 MAINE AVENUE SW 900 WASHINGTON DC 20024 31078284 0 X WWW.PSYCHFOUNDATION.ORG X 1982 DC SEE PART III, LINE 1. 13 12 0 22 0 0 3237595 2610648 143524 123685 2085809 8725960 72679 49662 5539607 11509955 1633011 1974343 0 0 2300498 2606547 0 15000 500652 3078656 6680359 7012165 11276249 -1472558 233706 71890433 69550266 3471443 2299108 68418990 67251158 X AS THE CHARITABLE FOUNDATION OF THE AMERICAN PSYCHIATRIC ASSOCIATION, AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION'S MISSION IS TO RAISE AWARENESS AND OVERCOME BARRIERS TO CARE; INVEST IN THE FUTURE LEADERS OF PSYCHIATRY; SUPPORT RESEARCH AND TRAINING TO IMPROVE MENTAL HEALTH CARE; AND LEAD PARTNERSHIPS TO ADDRESS PUBLIC CHALLENGES IN MENTAL HEALTH. 0 1 5564548 313910 124520 PUBLIC EDUCATION - ENGAGED IN EDUCATION IN MENTAL HEALTH AND DISORDERS, INCLUDING TRAINING AND CAREER DEVELOPMENT FOR EDUCATORS AND CLINICIANS; DEVELOPED PUBLIC ACTIVITIES TO ADVANCE EDUCATION IN MENTAL HEALTH AND PSYCHIATRIC DISORDERS AND RELATED MENTAL HEALTH SUBJECTS, AND PROMOTED THE TREATMENT OF PSYCHIATRIC ILLNESS. 4472976 1660433 RESEARCH & TRAINING - CONTRIBUTED TO THE SCIENTIFIC BASIS OF PSYCHIATRIC PRACTICE, POLICY AND WORKS TO STRENGTHEN THE RESEARCH INFRASTRUCTURE IN THE FIELD OF PSYCHIATRY. IMPROVED THE QUALITY OF PSYCHIATRIC CARE BY CONDUCTING AND SUPPORTING CLINICAL AND HEALTH SERVICES RESEARCH AND TRAINING ACTIVITIES. 10037524 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 189 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X CARLTON DAVIDS 2025593900 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 SAUL LEVIN CHAIR 4.00 36.00 X X 0 749990 30267 MONICA TAYLOR-DESIR SECRETARY (FROM 5/23) 2.00 0.00 X X 0 0 0 GABRIELLE SHAPIRO SECRETARY (UNTIL 5/23) 2.00 10.00 X X 0 0 0 LAMI BAZZI TREASURER 1.00 0.00 X X 0 0 0 GREGORY DALACK DIRECTOR 1.00 0.00 X 0 0 0 ELENI GREENWOOD-JASWA DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE DURHAM DIRECTOR 1.00 0.00 X 0 0 0 EDMOND PI DIRECTOR 1.00 0.00 X 0 0 0 JOHN LOONEY DIRECTOR (FROM 5/23) 1.00 0.00 X 0 0 0 BEN ZOBRIST DIRECTOR 1.00 0.00 X 0 0 0 NICOLE DEL CASTILLO DIRECTOR 1.00 0.00 X 0 0 0 RAY HSIAO DIRECTOR 1.00 0.00 X 0 0 0 EVELYN LUNDBERG STRATTON DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN VAN NIEL DIRECTOR 1.00 0.00 X 0 0 0 CARLTON DAVIDS CFO (FROM 6/23) 4.00 36.00 X 0 167837 593 RAWLE ANDREWS JR EXECUTIVE DIRECTOR 40.00 0.00 X 0 254300 39771 AMY PORFIRI MANAGING DIRECTOR 40.00 0.00 X 0 202371 14997 0 1374498 85628 0 0 1 0 FINN PARTNERS 301 EAST 57TH ST NEW YORK NY 10022 MENTAL HEALTH AWARENESS PROGRAM 1935108 AMERICAN PSYCHIATRIC ASSOCIATION 800 MAINE AVE SW 900 WASHINGTON DC 20024 REIMB. OF EXPENSES 975000 WETA-GREATER WASHINGTON EDUCATIONAL TELE 3939 CAMPBELL AVENUE ARLINGTON VA 22206 SPONSORSHIP/ADV. 250000 FOUND FOR THE NATL INSTITUTES OF HEALTH 11400 ROCKVILLE PIKE STE 600 N BETHESDA MD 20852 SPONSORSHIP/ADV. 102500 4 1170544 1440104 2610648 MEMBERS EVENT 900099 97475 97475 COURSE FEES 900099 25650 25650 USAGE FEES 900099 560 560 123685 1421195 1421195 26872030 19567265 7304765 7304765 7304765 1899 1064 835 835 MISCELLANEOUS 900099 48827 48827 48827 11509955 124520 0 8774787 X 733151 733151 1241192 1241192 606308 325943 152505 127860 1519444 1287360 176677 55407 116990 97464 14933 4593 166009 133387 22956 9666 197796 151434 30142 16220 87211 87211 15000 15000 178343 178343 2539262 2512782 828 25652 248961 243676 5285 51595 41378 3850 6367 133094 120978 56 12060 23429 17937 3571 1921 885657 801538 63598 20521 1426454 1200058 68486 157910 79381 60774 12097 6510 APA SERVICE FEE 975000 933260 9956 31784 PUBLICATION PRODUCTION 22626 22626 MEMBERSHIP DUES 12542 10459 2083 BOOKS & SUBSCRIPTIONS 9481 7907 1574 7323 7009 75 239 11276249 10037524 738073 500652 1501869 2144219 386092 100807 61949 62614 879135 863765 94751 15370 47948223 33605003 19251615 28610945 2645934 5011308 71890433 69550266 217580 1118844 50000 3253863 1130264 3471443 2299108 X 61271674 60368180 7147316 6882978 68418990 67251158 71890433 69550266 233706 -1401538 0 X 0 1 X 1 1 1 X 3004985 2595741 3541199 3237595 2610648 14990168 3004985 2595741 3541199 3237595 2610648 14990168 1880518 13109650 1644084 1487166 1437301 1432840 1421195 7422586 21670 14684 40242 73860 48827 199283 22612037 300126 0.57980 0.56230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1313618 335904 86057 223446 1512133 1488666 -175048 1313618 1288636 233862 33832 1488666 1120440 193643 23134 2313 1288636 929151 222184 24061 6834 1120440 0.44280 0.55720 0 0 404141 404141 0 474994 459624 15370 15370 CORBIN/PINEHURST INSTITUTIONAL LTD. 2139430 F MORGAN STANLEY PRIME PROPERTY FUND 4615618 F TRUMBULL PROPERTY GROWTH AND INCOME FUND 1657422 F PARAMETRICS 2114913 F TA REALTY CORE PROPERTY FUND 2102158 F CITCO 3585362 F BLACKROCK INSTITUTIONAL TRUST COMPANY 12396042 F 28610945 ASSETS HELD UNDER UNITRUST AGREEMENT 11308 BUILDING OPTION 5000000 5011308 DUE TO AFFILIATE 1070448 LIABILITY UNDER UNITRUST AGREEMENT 11308 REFUNDABLE ADVANCE 48508 1130264 12468147 -1401538 2537009 1064 1136535 11331612 178343 178343 11509955 13635979 2537009 1064 2538073 11097906 178343 178343 11276249 PART III, LINE 1A: THE FOUNDATION DOES NOT CAPITALIZE ITS COLLECTIONS, WHICH CONSIST PRINCIPALLY OF RARE BOOKS AND EARLY WRITINGS ASSOCIATED WITH THE CARE AND TREATMENT OF THE MENTALLY ILL, AS THEIR RELATIVE FINANCIAL SIGNIFICANCE IS GENERALLY NOT OBJECTIVELY DETERMINABLE. PART III, LINE 4: THE FOUNDATION MAINTAINS A COLLECTION OF RARE AND HISTORICAL WORKS DEALING WITH THE HISTORY AND PRACTICE OF PSYCHIATRY. PART V, LINE 4: DURING THE CURRENT YEAR, THE ORGANIZATION HAS ADJUSTED THE BALANCE OF ITS ENDOWMENT FUNDS TO AGREE TO THE ENDOWMENT SCHEDULE ON ITS AUDITED FINANCIAL STATEMENTS. THE DIFFERENCE OF $335,904 HAS BEEN REPORTED ON LINE 1B OF PART V FOR THE CURRENT YEAR. THE ORGANIZATION HAS SIX SEPARATE ENDOWMENT FUNDS: THE PRINCIPAL BALANCE OF THE SCHIZOPHRENIA RESEARCH FUND IS TO BE MAINTAINED IN PERPETUITY. THE INCOME FROM SUCH, HOWEVER, MAY BE USED TO SUPPORT AWARDS TO INDIVIDUALS DOING RESEARCH IN THE AREA OF SCHIZOPHRENIA. THE GRALNICK AWARD REQUIRES THAT THE PRINCIPAL BE INVESTED IN PERPETUITY AND THAT ONLY THE INCOME BE EXPENDED TO SUPPORT AWARDS TO INDIVIDUALS DOING RESEARCH IN THE AREA OF SCHIZOPHRENIA. THE OZARIN AWARD REQUIRES THAT THE PRINCIPAL BE INVESTED IN-PERPETUITY AND THAT ONLY THE INCOME BE EXPENDED TO SUPPORT THE BENJAMIN RUSH AWARD LECTURE AT THE APA ANNUAL MEETING AS WELL AS OTHER RELEVANT PROJECTS CONCERNING THE APA LIBRARY AND ARCHIVES. THE APIRE ENDOWMENT STIPULATES THAT A PORTION OF THE INVESTMENT EARNINGS MAY BE USED TO COVER SALARY AND FRINGE COSTS FOR KEY STAFF WHEN THERE IS A SHORT-TERM GAP IN EXTERNAL GRANT FUNDING, DURING WHICH TIME THE STAFF MUST BE ENGAGED IN EDUCATIONAL OR RESEARCH ACTIVITIES IN THE FIELD OF PSYCHIATRY. THE FRYER AWARD REQUIRES THAT ONLY THE EARNINGS FROM THE INVESTMENTS WILL BE AVAILABLE FOR PAYMENT OF THE AWARD AFTER ALL INVESTMENT GAINS, LOSSES, INVESTMENT FEES AND COSTS ARE DEDUCTED. THE CORPUS WILL BE PRESERVED. THE MRAZEK MEMORIAL FUND REQUIRES THAT THE AMERICAN PSYCHIATRIC ASSOCIATION FOUNDATION (APAF) WILL NOT USE THE CORPUS TO SUPPORT THE AWARD AND INSTEAD USE ONLY THE FUNDS THAT HAVE APPRECIATED FROM THE INVESTMENT OF THE CORPUS TO SUPPORT ITS NORMAL COSTS AND EXPENSES (DIRECT AND INDIRECT INCLUDING OVERHEAD). PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD EXPENSE REPORTED AS EXPENSE ON THE 1,064. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10C. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD EXPENSE REPORTED AS EXPENSE ON THE 1,064. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 10C. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 3784681 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SUPPORT 5000 EUROPE 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 31738 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SUPPORT 14000 NORTH AMERICA 0 0 PROGRAM SERVICES SOFTWARE DEVELOPMENT 3020 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES SUPPORT 3240 0 0 0 0 0 0 3841679 0 3841679 1 0 1 0 0 0 1 APA 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 522168499 501(C)(6) 460000 0 AWARD FOR RESEARCH, EDUCATION, AND MEDICAL STIPENDS STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 5350 0 HELPING HANDS GRANT COUNCIL OF STATE GOVERNMENTS 1776 AVENUE OF THE STATES LEXINGTON KY 40511 366000818 501(C)(3) 158250 0 JPLI GRANT UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS UGB203 LOS ANGELES CA 90089 951642394 501(C)(3) 20000 0 RESEARCH GRANT ON SCHIZOPHRENIA LANGUAGES OF CARE INC 850 NEW BURTON ROAD SUITE 201 DOVER DE 19904 882078086 501(C)(3) 10000 0 TO SUPPORT "WORK TO TRANSLATE MENTAL HEALTH RELATED RESOURCES" AMANI FAMILY SERVICES 5104 N CLINTON STREET FORT WAYNE IN 46825 412205791 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS ASSOCIATION HOUSE OF CHICAGO 1116 NORTH KEDZIE AVENUE CHICAGO IL 60651 362166961 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS LGBT PLUS CENTER ORLANDO INC 946 NORTH MILLS AVENUE ORLANDO FL 32803 591884445 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS LINES FOR LIFE 5100 SW MACADAM AVENUE 400 PORTLAND OR 97239 930725294 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS NEIGHBORS' CONSEJO 6323 GEORGIA AVENUE NW 206 WASHINGTON DC 20011 521942418 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS SOUTH ASIAN MENTAL HEALTH INITIATIVE AND NETWORK 812 N WOOD AVE STE 102 LINDEN NJ 07036 464911563 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS THE ACHIEVABLE FOUNDATION 100 CORPORATE POINTE STE 270 CULVER CITY CA 90250 954552419 501(C)(3) 6000 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS AMERICAN PYSCHIATRIC ASSOCIATION FOUNDATION 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 130433740 VARIOUS -236111 0 RETURN OF UNSPENT GRANT FUNDS EMPLOYERS HEALTH COALITION INC 4771 FULTON DRIVE NW CANTON OH 44718 341403820 501(C)(3) 112500 0 RAISE AWARENESS OF MENTAL HEALTH IN UNDERSERVED POPULATIONS 12 2 AWARDS FOR RESEARCH, EDUCATION AND MEDICAL STIPENDS 356 1241192 PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY RESPONSIBLE PROGRAM MANAGERS. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. 0 0 0 0 0 0 0 0 0 SAUL LEVIN CHAIR 0 653290 0 96700 0 0 0 21750 0 8517 0 780257 0 0 RAWLE ANDREWS JR EXECUTIVE DIRECTOR 0 239300 0 15000 0 0 0 17502 0 22269 0 294071 0 0 AMY PORFIRI MANAGING DIRECTOR 0 187373 0 14998 0 0 0 13325 0 1672 0 217368 0 0 CARLTON DAVIDS CFO (FROM 6/23) 0 157837 0 10000 0 0 0 0 0 593 0 168430 0 0 PART I, LINE 3: THE ORGANIZATION RELIED ON A RELATED ORGANIZATION, THE AMERICAN PSYCHIATRIC ASSOCIATION, WHICH USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART III, LINE 3 THE AWARDS AND FELLOWSHIP PROGRAM HAS BEEN FOLDED INTO THE TWO LISTED PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. A FINAL COPY OF THE 990 WAS SENT TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE DISTRIBUTED AND REVIEWED ANNUALLY. AT THE BEGINNING OF EACH MEETING, MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS WITH THE CURRENT MEETING AGENDA. IF A CONFLICT/PROBLEM ARISES, THE EXECUTIVE COMMITTEE RECOMMENDS ACTION TO THE FULL APAF BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES. INSTEAD, THE ORGANIZATION OBTAINS REQUIRED PERSONNEL THROUGH A COST-SHARING AGREEMENT WITH A RELATED ORGANIZATION, THE AMERICAN PSYCHIATRIC ASSOCIATION (APA). FOR PURPOSES OF DETERMINING COMPENSATION, THE ORGANIZATION RELIED ON APA'S PROCESSES. APA ENGAGED AN INDEPENDENT CONSULTANT TO PERFORM A COMPREHENSIVE MARKET-BASED REVIEW AND TO ESTABLISH GRADES AND RANGES FOR ALL OFFICERS AND DIRECTORS WHO ARE COMPENSATED BY APA. WITHIN THE DEFINED RANGES, APPROPRIATE ANNUAL INCREASES ARE APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. THE MOST RECENT REVIEW TOOK PLACE IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 324,624. MANAGEMENT AND GENERAL EXPENSES 828. FUNDRAISING EXPENSES 25,652. TOTAL EXPENSES 351,104. MENTAL HEALTH CAMPAIGN MANAGER: PROGRAM SERVICE EXPENSES 2,014,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,014,025. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 174,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,133. AMERICAN PSYCHIATRIC ASSOCIATION 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 522168499 MEMBERSHIP ORGANIZATION DC 501(C)(6) N/A N/A 0 AMERICAN PSYCHIATRIC POLITICAL ACTION COMMITTEE 800 MAINE AVENUE SW SUITE 900 WASHINGTON DC 20024 020548679 POLITICAL ACTION DC 527 N/A APA 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 AMERICAN PSYCHIATRIC ASSOCIATION B 460000 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION O 2606546 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION M 975000 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION P 1582074 ACTUAL AMOUNTS AMERICAN PSYCHIATRIC ASSOCIATION I 2500000 ACTUAL AMOUNTS